Hart David Carson LLPHDAi · Document Studio

HDAi Document Studio: 124 free legal document generators, with a Hart David Carson attorney one planning call away.

Generate business and personal legal documents (United States, United Kingdom, Singapore and UAE-DIFC) through a guided interview that assembles the document live, then book a planning call if you want a licensed Hart David Carson attorney to finish it. Free to generate; export as PDF or Word. Browse all 124 documents.

HDAi · Document Studio

Every document
your family or venture needs.

Answer a short interview, watch your document assemble live, and download it, free. A Hart David Carson attorney can finish it for you after a planning call. 124 business and personal documents, current for 2026, offered by a law firm.

124 generators2026-currentFree to generatePartner one call awayIndividuals & business

Business Formation 12

Incorporate, form an LLC, and paper the founder relationship so the structure is right the first time.
Updated 2026
Nevada Articles of Incorporation (C-Corp)
Incorporate a Nevada C-corporation, the no-state-income-tax alternative to Delaware.
21 minStart →
Updated 2026
Delaware Public Benefit Corporation Certificate
Incorporate a Delaware public benefit corporation, with profit and a stated public mission both written into the charter.
12 minStart →
Updated 2026
Wholly-Owned Subsidiary Certificate (Delaware)
Form a Delaware C-corp owned 100% by an existing parent company.
16 minStart →
Updated 2026
Delaware C-Corporation Incorporation Package
The full set of documents to stand up a Delaware C-corp: Certificate of Incorporation, Bylaws, and Incorporator's action appointing the first board.
18 minStart →
Updated 2026
Initial Board Consent (Organizational Action)
The first board's unanimous written consent: adopts bylaws, appoints officers, authorizes the bank account, sets the fiscal year, and approves founder stock issuances.
17 minStart →
Updated 2026
Founder Restricted Stock Purchase Agreement (with Vesting & IP Assignment)
Sells founder shares at par with reverse-vesting, a company repurchase right, and a full assignment of pre-formation IP into the company.
19 minStart →
Updated 2026
IRS Section 83(b) Election Helper
Generates the completed 83(b) election statement plus step-by-step filing instructions for the strict 30-day deadline, including current electronic-filing options.
12 minStart →
New
LLC Formation Package (Articles + Operating Agreement)
Articles of Organization plus a full Operating Agreement, adaptable to single-member or multi-member and member-managed or manager-managed.
21 minStart →
New
S-Corporation Election Helper (IRS Form 2553)
Walks an eligible corporation or LLC through the S-corp election, generates the completed Form 2553 data and required shareholder consents, and flags the filing deadline.
19 minStart →
New
Corporate Transparency Act / BOI Reporting Intake
Collects the beneficial-ownership and company-applicant information needed to determine reporting status and prepare a FinCEN BOI report, with current exemption screening.
18 minStart →
New
EIN Application Intake (IRS SS-4 Helper)
Gathers everything needed to obtain an Employer Identification Number, mapped to the SS-4, with guidance for owners who lack an SSN/ITIN.
21 minStart →
New
Founder Collaboration & Equity Split Agreement
A pre-incorporation agreement among co-founders locking in the equity split, roles, vesting, IP ownership, decision rights, and what happens if someone leaves.
27 minStart →

Fundraising & Equity 21

SAFEs, notes, seed equity, and the stock and option paperwork behind every cap table.
Updated 2026
SAFE: Post-Money (Valuation Cap)
Raise early money fast with the post-money SAFE, the 2026 market standard.
11 minStart →
Updated 2026
Startup Cap Table (Founders, Pool & SAFEs)
Build a clean, ownership-calculated capitalization table: founders, option pool, and SAFEs, with live percentages.
6 minStart →
Updated 2026
Accredited Investor Questionnaire (Reg D)
Collect and document an investor's accredited status before a Reg D private placement.
17 minStart →
Updated 2026
VC Due Diligence Request List
The organized document request list investors send before a financing. Get ahead of it and build your data room.
16 minStart →
Updated 2026
Pre-Money SAFE (Legacy Format)
The original pre-money SAFE, for cases where an investor or existing stack specifically requires the pre-money convention rather than today's post-money default.
8 minStart →
Updated 2026
Convertible Promissory Note
An interest-bearing convertible note with a maturity date, a valuation cap and/or discount, and automatic and optional conversion, for investors who want debt protection before conversion.
15 minStart →
New
KISS-Style Convertible Instrument (Debt or Equity)
A 'Keep It Simple Security' that bundles a cap, discount, interest, MFN, and pro-rata rights together, issued as either a debt or an equity version.
15 minStart →
Updated 2026
Series Seed Preferred Term Sheet
A clean, founder-readable Series Seed term sheet covering price, valuation, liquidation preference, board, protective provisions, pro-rata, and standard NVCA-style terms, most of them non-binding.
22 minStart →
Updated 2026
Series Seed Stock Purchase Agreement
The definitive agreement that actually sells and issues Series Seed Preferred to investors, covering closing mechanics, representations, conditions, and the money-in, shares-out exchange.
15 minStart →
Updated 2026
Equity Incentive Plan + Stock Option Grant + Early-Exercise Notice
A modern equity incentive plan (ISOs + NSOs + restricted stock), a fill-in option grant notice with 4-year/1-year-cliff vesting, and an optional early-exercise election with 83(b).
18 minStart →
Updated 2026
Restricted Stock Purchase Agreement (Founder / Early Hire)
The agreement that issues founder or early-employee shares subject to vesting and a company repurchase right, with a built-in, time-critical 83(b) election reflecting 2025 electronic filing.
20 minStart →
New
Board & Stockholder Consents Approving a Financing
Board and stockholder written consents in lieu of a meeting that authorize a SAFE, note, or priced round, covering the charter amendment, share issuance, and officer authority in one package.
24 minStart →
New
SAFE / Note Cap-Table Impact Memo
A plain-language memo that shows founders exactly how their SAFEs and notes will convert and dilute the cap table at the next round, with the math laid out in a readable summary.
18 minStart →
Updated 2026
Series A Preferred Stock Term Sheet
A non-binding Series A preferred stock term sheet setting out the pricing, preferences, governance, and investor rights for a priced venture financing, with only the exclusivity, expenses, and confidentiality provisions binding.
15 minStart →
Updated 2026
Amended & Restated Certificate of Incorporation (Series A Preferred)
A Delaware Amended & Restated Certificate of Incorporation that authorizes Series A Preferred Stock and sets its dividend, liquidation, conversion, anti-dilution, voting, and protective rights alongside Common Stock.
14 minStart →
Updated 2026
Series A Preferred Stock Purchase Agreement
The definitive purchase agreement under which venture investors subscribe for Series A Preferred Stock, containing purchase mechanics, full company and investor representations, closing conditions, covenants, and post-closing indemnification.
15 minStart →
Updated 2026
Investors' Rights Agreement (Series A)
Governs the ongoing rights of Series A investors after closing, including registration, information, and pro-rata rights, plus company covenants that survive the financing.
22 minStart →
Updated 2026
Voting Agreement (Series A)
Locks in the Series A board composition and a drag-along right so a qualified majority can deliver a clean sale of the company.
13 minStart →
Updated 2026
Right of First Refusal and Co-Sale Agreement (Series A)
Controls founder secondary sales by giving the company a first right to buy, the Series A investors a second right, and, for anything left, the right to sell alongside on the same terms.
14 minStart →
Updated 2026
Management Rights Letter (VCOC Compliance)
A short formal letter from the company to a venture fund investor granting the ongoing management rights that fund needs to qualify as a Venture Capital Operating Company under the ERISA plan-assets regulation.
13 minStart →
Updated 2026
Model Legal Opinion (Closing Counsel Opinion)
The closing counsel opinion letter delivered to Series A investors, covering good standing, corporate power, due authorization, enforceability, no conflicts, valid issuance of the Preferred (and conversion Common), no required consents, and the Securities Act registration exemption, with customary assumptions, qualifications, and reliance limits.
11 minStart →

Employment & Team 9

Offer letters, contractor and advisor agreements, IP assignment, and clean separations.
Updated 2026
Independent Contractor Agreement
Engage a freelancer or agency with clean IP assignment and correct 2026 worker-classification language.
22 minStart →
Updated 2026
At-Will Offer Letter (Employee)
A clean, at-will employment offer letter that sets pay, role, start date, exempt/non-exempt status, equity, and contingencies without over-promising.
19 minStart →
Updated 2026
Confidential Information & Invention Assignment Agreement (Employee)
The core IP-and-confidentiality agreement every employee should sign. It assigns work product to the company, protects trade secrets, and handles restrictive covenants to the 2026 rules.
13 minStart →
Updated 2026
Independent Contractor / Consulting Agreement (with ABC-Test Guidance)
A work-for-hire consulting agreement that assigns IP, sets payment and SOW terms, and is drafted to support genuine contractor classification under the ABC test.
14 minStart →
Updated 2026
Advisor Agreement (FAST-Style, with Equity Vesting)
A lightweight advisor agreement granting equity that vests monthly over the advisory term, with IP assignment, confidentiality, and clean termination.
16 minStart →
New
Internship Agreement (Paid / Unpaid with Compliance Guardrails)
An internship agreement that sets scope, pay, IP assignment, and confidentiality, with the DOL primary-beneficiary factors built in so an unpaid internship is defensible.
24 minStart →
New
Commission / Sales Compensation Plan
A clear sales commission plan that defines quota, rates, when commissions are earned and paid, clawbacks, and what happens on termination, written to head off the disputes these plans usually cause.
22 minStart →
New
Handbook-Lite & At-Will Acknowledgment
A concise, plain-language mini-handbook covering the core policies a small company needs (at-will, anti-harassment, PTO, technology and AI use, and the legally required protected-rights language), plus a signed acknowledgment.
14 minStart →
New
Separation & Release Agreement
A severance-for-release agreement that trades a defined severance payment for a general release of claims, with the ADEA/OWBPA machinery for employees 40+ and 2026-current disclosure and carve-out language.
18 minStart →

Commercial & IP 9

NDAs, services agreements, licenses, and the contracts that run a real business.
Updated 2026
Mutual Non-Disclosure Agreement
Protect confidential information in both directions before a partnership, deal, or hire conversation.
12 minStart →
Updated 2026
One-Way Non-Disclosure Agreement
A confidentiality agreement for when only one side discloses sensitive information, such as pitching investors, onboarding a contractor, or sharing your product with an evaluator.
13 minStart →
Updated 2026
Master Services Agreement (with SOW)
A reusable framework contract for an ongoing services relationship, with a Statement of Work exhibit you fill in per project.
26 minStart →
New
Sales Order Form
A short, signable order form that sits on top of your master agreement and captures the commercial terms of a specific purchase: products, quantities, price, and term.
22 minStart →
Updated 2026
IP Assignment Agreement
A clean assignment moving ownership of specified intellectual property from one party to another, with a present assignment, further-assurances, and moral-rights waiver.
17 minStart →
Updated 2026
SaaS Subscription Agreement
A modern cloud-software subscription contract covering access, uptime, data ownership, security, AI features, and the usual commercial and liability terms.
24 minStart →
New
Data Processing Addendum (DPA)
An addendum that governs how a vendor processes personal data on your behalf, mapped to the current U.S. multi-state privacy patchwork, with subprocessor, security, and breach-notice terms.
14 minStart →
New
Reseller / Referral Agreement
A partner agreement covering either a referral relationship (send leads for a fee) or a reseller relationship (sell the product and keep a margin), selectable up front.
17 minStart →
New
Software License Agreement (with AI / Model-Training Clause)
A license for on-premises or downloadable software (not SaaS), with a prominent clause that settles whether the software or its outputs may be used to train AI models.
24 minStart →

Terms & Privacy 8

Website terms and privacy policies tuned to a 2026 multi-state and AI reality.
Updated 2026
Website Privacy Policy (Multi-State)
A privacy policy written for the 2026 patchwork of CCPA/CPRA plus the ~20 states with comprehensive laws.
19 minStart →
Updated 2026
Website Terms of Service
The contract between your website or app and the people who use it, with clean SaaS and ecommerce variants.
16 minStart →
Updated 2026
Privacy Policy (Multi-State + GDPR-Lite)
A single privacy policy that covers the ~20-state U.S. privacy patchwork, adds CCPA/CPRA specifics, and can extend to EU/UK visitors.
15 minStart →
New
Cookie Policy & Consent Notice
Explains the cookies and trackers your site uses and sets up the consent banner language regulators now expect.
14 minStart →
New
Acceptable Use Policy
The rules of the road for your platform. It says what users may not do and what happens when they cross the line.
18 minStart →
New
End-User License Agreement (EULA)
The license terms that govern downloadable or installed software and mobile apps.
20 minStart →
New
Email & Marketing Consent (CAN-SPAM + Opt-In)
A compliance kit for email and SMS marketing: consent language, footer requirements, and an internal do's-and-don'ts.
13 minStart →
New
Data-Subject-Request (DSR) Handling Procedure
An internal playbook for receiving, verifying, and answering privacy rights requests on time and on the record.
16 minStart →

Trademark & Brand 8

Clear, file, assign, and license the names and marks that carry your brand.
New
Trademark Clearance & Knockout Search Intake
Structured intake that captures a proposed brand name and use so an attorney can run a knockout clearance search before you spend money filing or launching.
22 minStart →
New
USPTO Trademark Application Intake (Intent-to-Use or Use-Based)
One intake that captures everything an attorney needs to file a federal trademark application, routing you to intent-to-use (1(b)) or use-based (1(a)) based on your answers.
16 minStart →
New
Statement of Use / Amendment to Allege Use Intake
Captures your dates of use, specimen, and covered goods so an attorney can file the Statement of Use (or Amendment to Allege Use) that turns your allowed intent-to-use application into a registration.
22 minStart →
Updated 2026
Trademark Assignment Agreement
Transfers ownership of one or more trademarks (and their registrations/applications) from one party to another, with the goodwill required to make the transfer valid.
14 minStart →
New
Trademark License Agreement
Lets a brand owner (licensor) grant another party (licensee) the right to use a trademark under quality-control terms that protect the mark and avoid the 'naked license' trap.
16 minStart →
Updated 2026
Copyright Assignment Agreement
Transfers ownership of copyrighted works (code, content, designs, media) from a creator or vendor to the party that should own them, with waivers and registration cooperation.
15 minStart →
Updated 2026
Brand & Logo Work-for-Hire + IP Assignment
Engages a designer or agency to create brand and logo work and makes sure the hiring company owns all of it, with a work-made-for-hire clause and a backstop assignment, because most freelance work does not legally qualify as work for hire.
21 minStart →
New
DMCA Agent Designation & Copyright Takedown Policy
A public copyright/DMCA policy plus the internal record of your designated agent, so a platform hosting user content qualifies for the DMCA safe harbor against infringement liability.
14 minStart →

Frontier & Regulated 7

The firm's signature lane, productized: crypto, AI, cannabis, and fintech.
New
Token Side Letter / Token SAFE (Future Token Right)
An investment agreement giving a purchaser the right to receive future network tokens, structured to survive current U.S. securities scrutiny.
24 minStart →
New
DAO Legal Wrapper: Entity Selection & Formation Intake
An intake that captures what your DAO does and how it governs, then produces a formation memo recommending and scoping a legal wrapper.
17 minStart →
Updated 2026
Terms of Use: Token / Web3 App (with Risk Disclosures)
Public-facing terms for a crypto app, wallet, dApp, or token interface, with the digital-asset risk disclosures and geo/sanctions gating regulators expect.
14 minStart →
New
Cannabis Business: Entity & State License Intake
An intake that captures your cannabis business model, ownership, and target state so counsel can scope the right entity and license application strategy.
21 minStart →
New
AI Product Terms + Training-Data License & Acceptable-Use / Disclosure
Combined terms for an AI product covering the training-data license you take from customers, output ownership, an AI acceptable-use policy, and required AI disclosures.
20 minStart →
New
Fintech: Money-Transmitter / BSA Compliance & Sponsor-Bank Intake
An intake that maps your money-movement flows to money-transmission licensing, BSA/AML obligations, and whether you need a sponsor bank or BaaS partner.
21 minStart →
New
Emerging / Regulated Industry: Compliance Readiness Intake
A general-purpose intake for any novel or heavily-regulated venture that maps your business to the licenses, regulators, and compliance obligations you'll face.
19 minStart →

Individuals & Personal 10

The everyday documents the startup tools ignore, written for people rather than cap tables.
Updated 2026
Personal Loan Agreement & Promissory Note
A clear, enforceable IOU between two people, with optional interest, a repayment schedule, and current security and default terms.
20 minStart →
New
Personal Property Bill of Sale
Proof that an item (a car, boat, piece of equipment, or furniture) legally changed hands, with the price, condition, and an as-is disclaimer.
18 minStart →
New
Residential Lease & Month-to-Month Rental Agreement
A current residential lease, fixed-term or month-to-month, covering rent, deposit, maintenance, and the disclosures landlords now have to make.
25 minStart →
New
Roommate Agreement
A house-rules-plus-money contract between roommates: who pays what share of rent and bills, how the deposit comes back, chores, guests, and how someone moves out.
27 minStart →
Updated 2026
Simple Partnership & Co-Ownership Agreement
A straightforward agreement for two or more people who go in together on a business, a piece of property, or a shared asset. It spells out shares, money, decisions, and exits.
39 minStart →
New
Photo & Media Release
Permission to use someone's photo, video, voice, or likeness for a website, marketing, a portfolio, or social media, with clear limits and current AI-training terms.
16 minStart →
New
Financial Power of Attorney (+ Revocation)
Names someone you trust to handle your money and property matters, either only if you become incapacitated (durable) or starting right away, plus a matching revocation to cancel it.
18 minStart →
New
Demand Letter
A firm, professional letter demanding payment, action, or a fix. It is the serious step short of a lawsuit, and it often resolves a dispute on its own.
19 minStart →
Updated 2026
Freelance / Gig Contract (Individual Side)
A freelancer-favorable contract for independent work: clear scope, a payment schedule that gets you paid, a deposit, kill fee, IP that transfers only when you're paid, and late-fee teeth.
30 minStart →
New
Pet Custody & Co-Ownership Agreement
Who keeps the dog. A real agreement for co-owning or sharing a pet that covers the custody schedule, vet bills, big decisions, and what happens in a breakup, because the law still treats pets as property.
33 minStart →

Public Company & IPO 7

Going public and staying public, with PIPE financings, warrants, registration rights, and the D&O and 5%-holder questionnaires a registration statement requires.
Updated 2026
Director Indemnification Agreement (D&O)
A contractual director-and-officer indemnification agreement, separate from the bylaws, that binds the Company to defend, advance expenses to, and indemnify the individual director or officer to the fullest extent permitted by law, with 2026-current clawback carve-outs and D&O insurance priority language.
11 minStart →
Updated 2026
Directors and Executive Officers Questionnaire (Public Offering)
A Directors and Executive Officers Questionnaire that gathers the biographical, legal-proceedings, related-person, ownership, independence, and 2026-currency disclosures the Company needs to prepare its registration statement or annual public reporting.
7 minStart →
Updated 2026
5% Beneficial Holder Questionnaire (Public Offering)
A form-style intake questionnaire that captures every fact a 5%+ beneficial owner must disclose so the Company can complete Item 403 / Item 404 / Item 507 of its registration statement without a second round of chase-downs.
28 minStart →
Updated 2026
PIPE Securities Purchase Agreement (US Issuer)
A public company's private-placement stock purchase agreement with accredited investors, including full 2026-current representations, a registration-rights covenant package, and MFN, variable-rate and subsequent-placement restrictions.
15 minStart →
Updated 2026
PIPE Registration Rights Agreement (US Issuer)
Registration rights agreement paired with a PIPE stock purchase agreement, obligating the issuer to register the resale of PIPE shares on Form S-3 or S-1, with liquidated damages, piggyback rights, blackout limits, and Rule 144 covenants.
12 minStart →
Updated 2026
PIPE Pre-Funded Warrant (US Issuer)
A pre-funded common stock warrant issued in a PIPE transaction with a near-zero exercise price, a beneficial-ownership blocker, cashless exercise, and Black-Scholes cash-out on Fundamental Transactions.
15 minStart →
Updated 2026
PIPE Common Stock Warrant (US Issuer)
A common stock purchase warrant issued to a PIPE investor as an equity sweetener, with cash and cashless exercise, beneficial ownership cap, anti-dilution mechanics, and a Fundamental Transaction protection package.
12 minStart →