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Hub416 Portal
Complete Visual Workflow (v.2)
A comprehensive visual documentation of the Hub416 legal technology platform for Canadian startups, including user journeys, system components, and key workflows.
Table of Contents
1. System Overview
Hub416 Platform Architecture
The Hub416 platform is a comprehensive legal technology solution designed for Canadian startups. It offers subscription-based legal services through a modular, secure, and scalable architecture.
High-Level System Architecture
Core Components
User Management
Authentication, authorization, and role-based access control for clients, team members, and administrators.
Organization Management
Company profiles, team management, and organizational settings for client companies.
Subscription Management
Plan management, billing, add-ons, and feature access control based on subscription level.
Document Management
Smart Data Room, template library, and document generation capabilities.
Contract Review
AI-enhanced professional contract review with workflow management and redlining.
Equity Management
Cap table tracking, visualization, and equity document generation.
AI Components
Chatbot, document analysis, and AI-enhanced compliance monitoring.
Partner Portal
VC and accelerator interface for portfolio company management and onboarding.
Subscription Plans
- Incorporation-focused services
- 10 Legal templates
- Basic AI Legal Chatbot access
- 1-year Online Minutes Book
- Annual Compliance
- Fundraising & compliance focus
- 30+ lawyer-prepared templates
- Full AI Legal Chatbot access
- Smart Data Room with unlimited storage
- Automated legal workflows
- Equity Management tools
- Everything in Spark and Scale
- Incorporation services
- Fundraising & compliance
- All templates and features
- Free Fundraising Strategy Session
Available Add-ons
Founder Counsel
Direct legal assistance with a 5-hour block of lawyer support.
$1,750
Contract Review
Professional review of contracts with AI enhancement.
From $349 per contract
Multi-class Share Structure
Set up multiple share classes for fundraising preparation.
$300 (2 classes) / $400 (3 classes)
Document Expansion Pack
Access to 30+ additional legal document templates.
$600 (one-time)
2. User Roles & Access Controls
Role Hierarchy
User Role Structure
System Administrator
Hub416 technical staff with full system access.
Permissions include: platform configuration, user management, subscription management, system maintenance.
Content Administrator
Hub416 legal staff managing templates and content.
Permissions include: template management, knowledge content, contract review monitoring, compliance standards.
Account Manager
Hub416 client support staff.
Permissions include: client account management, onboarding assistance, support request handling.
Client - Owner
Primary account holder for a client company.
Permissions include: full access to company data, subscription management, user management for team.
Client - Team Member
Additional users from client company.
Permissions include: limited access based on assigned permissions, access to assigned documents and features.
VC/Incubator Partner
Representatives from partner organizations.
Permissions include: limited access to portfolio company data, batch onboarding capabilities, portfolio dashboards.
Legal Reviewer
Lawyers performing contract reviews.
Permissions include: contract review capabilities, access to assigned review tasks, AI-assisted review tools.
Access Control Visualization
| Feature / Resource | System Admin | Content Admin | Account Manager | Client Owner | Team Member | VC Partner | Legal Reviewer |
|---|---|---|---|---|---|---|---|
| User Management | |||||||
| Subscription Management | |||||||
| Document Repository | |||||||
| Template Management | |||||||
| Contract Review | |||||||
| Equity Management | |||||||
| Portfolio Company Data | |||||||
| System Configuration |
3. Onboarding Journey
Onboarding Funnel
The Hub416 onboarding process guides users through a structured path based on their company status (new or existing) and selected plan.
Detailed Onboarding Funnel Map
Spark Plan Onboarding
New Company Incorporation
1. Welcome & Business Type
Users select "New Company" to begin the Spark Plan path.
Welcome to Hub416
What type of business are you creating?
2. Location Selection
Users select their jurisdiction for incorporation.
Step 2 of 18
Where would you like to incorporate?
3-18. Detailed Company Information
Users complete a series of forms collecting company details:
- Business Structure
- Corporation Name
- Create Account
- Name Reservation
- Number of Founders
- Founder Details
- Director Details
- Officer Titles
- Share Classes
- Share Allocation
- Registered Office Address
- Fiscal Year-End
- Banking Resolution
- Additional Filings
- Compliance Reminders
- Review Summary
Step 8 of 18
Founder Details
Scale Plan Onboarding
Existing Company
1. Welcome & Business Type
Users select "Existing Company" to begin the Scale Plan path.
Welcome to Hub416
What type of business are you creating?
2. Location Selection
Users select their company's jurisdiction.
Step 2 of 6
Where is your company incorporated?
3-5. Streamlined Company Information
Users complete a shorter series of forms:
- Company Lookup
- Health Check
- Create Account
Step 3 of 6
Company Information
Plan Selection & Checkout
Choose Plan and Pay
Plan Selection Interface
Users select their preferred subscription plan with side-by-side comparison.
Choose Your Plan
Select the Right Plan for Your Business
Spark Plan
$999
One-time payment
- Incorporation services
- 10 Legal templates
- Basic AI Legal Chatbot
- 1-year Online Minutes Book
Scale Plan
Popular$4,500
Per year
- 30+ lawyer-prepared templates
- Full AI Legal Chatbot
- Smart Data Room
- Automated legal workflows
- Equity Management tools
Bundle Plan
$4,999
Save $500
- Everything in Spark and Scale
- Incorporation services
- All templates and features
- Free Fundraising Strategy Session
Add-on Selection
Users can select optional add-on services.
Customize Your Plan
Enhance Your Experience with Add-ons
5-hour block of lawyer support
$1,750
Set up 2 classes of shares
$300
30+ additional legal document templates
$600
Complete compliance monitoring and filings
$500
Payment Information
Users complete payment information to finalize their subscription.
Payment Information
Billing Information
Order Summary
By clicking "Complete Purchase", you agree to our Terms of Service and Privacy Policy.
Your subscription will begin immediately.
Confirmation
Users receive confirmation of their purchase and next steps.
Payment Successful!
Thank you for subscribing to Hub416. Your Scale Plan is now active.
A receipt has been sent to your email: jane@example.com
4. Dashboard & Navigation
User Dashboard
Dashboard Structure
Need help?
Chat with our AI assistant or contact support.
Welcome, Jane
Here's what's happening with Acme Technologies Inc.
Action Items
View allComplete Annual Return
Due in 14 days
Sign Employment Agreement
Pending your signature
Update Company Address
Information needs updating
Recent Activity
View allEmployment Agreement created
May 10, 2025 at 2:30 PM
Team member invited
May 8, 2025 at 10:15 AM
Cap table updated
May 5, 2025 at 3:45 PM
Plan-Specific Dashboard Components
Incorporation Status
Featured Templates
- Non-Disclosure Agreement
- Employment Agreement
- Independent Contractor Agreement
Equity Breakdown
Compliance Status
All Requirements Met
Next filing due in 45 days
Recent Documents
-
SAFE AgreementMay 12, 2025
-
Shareholder AgreementMay 10, 2025
-
Board ResolutionMay 8, 2025
5. Document Management
Smart Data Room
Document Repository
Smart Data Room
| Name | Type | Modified | Size | Actions |
|---|---|---|---|---|
|
Contracts
|
Folder | May 15, 2025 | -- | |
|
Corporate Documents
|
Folder | May 12, 2025 | -- | |
|
Shareholders Agreement.pdf
|
May 10, 2025 | 2.4 MB | ||
|
Employment Agreement.docx
|
Word | May 8, 2025 | 1.2 MB | |
|
Articles of Incorporation.pdf
|
May 5, 2025 | 3.1 MB |
Access Controls & Sharing
Document Sharing
Share "Shareholders Agreement.pdf"
Shareholders Agreement.pdf
2.4 MB - Added May 10, 2025
People with access
Jane Smith (You)
jane@example.com
John Doe
john@example.com
Share with others
General access
Share via link
Anyone with the link can view
Template Library
Template Selection & Generation
Document Templates
NDA
Standard non-disclosure agreement for protecting confidential information.
Employment Agreement
Comprehensive agreement for hiring employees in compliance with Canadian law.
SAFE Agreement
Simple Agreement for Future Equity adapted for Canadian startups.
Template Customization
Customize Employment Agreement
Document Information
Preview
EMPLOYMENT AGREEMENT
This Employment Agreement (the "Agreement") is made and entered into as of June 1