Another free service for our existing clients

We’re adding a free service to our client portals.
Sometimes you need a template for a business transaction and you need it quickly. It might be to document an employee loan or to specify the Internet Use Policy (a wise idea) for your employees. It could be that you need that employee manual that you never got around to writing and require an outline to help you get started.

You need struggle no more because we’ve added some business,employment, and corporate forms to our portal service. You’ll need to contact us using this link to request this service be activated. Once you’ve done that, you’ll see the  list above. Just click the Forms Library link to show the forms, pick the one you want, and then your template will prompt you for names, dates, and any other needed information.

In the example pictured below (click the image below for a larger easier-to-read version), we’re pulling up documentation for a “final warning before dismissal” memo. Hopefully, you’ll never need this form; but, if you do, you’ll be glad you had it printed and in the file.  Since files can get lost, a copy of any form you complete will automatically be stored on your portal as well.

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Now it’s time for the standard disclaimer (sponsored by our friendly neighborhood attorneys).
These forms are not intended to nor will they ever replace the need for valid legal counsel. They will, however, serve to give you some examples of items to discuss with your attorney.

Don’t forget to contact us if you’d like to have this service available on your SCA secure portal.

Need some help in using your portal? Just give us a call at 770-461-1115.