Let’s get your matter underway.
This is where Altum collects the details your attorney needs to begin work — before there’s a portal login or a single billable hour. Choose the intake that fits, and we’ll take it from there.
Available intakes
Delaware C-Corp incorporation
A six-step questionnaire covering your company name, governance, capitalization, tax elections, and intellectual property. Most founders finish in 20–30 minutes.
Delaware LLC
A six-step questionnaire covering members and capital, management structure, distributions, and tax elections — everything needed for your certificate of formation and operating agreement.
California LLC
A six-step questionnaire covering members and capital, management, distributions, tax, and California’s foreign-ownership disclosures — for your articles of organization and operating agreement.
Trademark search & registration
A five-step questionnaire covering your mark, how it’s used in commerce, its origin and any known conflicts, and the registrant — everything we need to run a clearance search and prepare your application.
Privacy compliance (CCPA / GDPR)
A five-step questionnaire covering what data you collect, how you use and share it, access and security practices, and your terms of use — so we can draft your privacy policy and assess your CCPA and GDPR obligations.
New client onboarding
A document checklist to kick off your engagement — corporate records, cap table, agreements, people, IP, and privacy. Mark each item not applicable, already in your data room, or something you’ll provide. Submit what you have; we’ll follow up on the rest.
Stock option grants
A grant table to record option grants — grantee, position, shares, ISO/NSO, and vesting — delivered as a clean .docx for your board consent and option paperwork.