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Hub416 Portal - Complete Visual Workflow
A comprehensive visualization of the user journey through the legal-tech platform
Introduction
This document provides a visual walkthrough of the Hub416 portal user experience, from initial landing through onboarding, feature usage, and account management. The workflow is designed to showcase two primary user paths:
Spark Plan
For new companies requiring incorporation services. One-time payment of $999.
- Incorporation services
- 10 Legal templates
- Basic AI chatbot access
- 1-year online minutes book
Scale Plan
For existing companies requiring ongoing legal services. $4,500/year or $499/month.
- 30+ legal templates
- Full AI chatbot access
- Smart Data Room
- Automated legal workflows
Onboarding Funnel Map Overview
The following funnel map illustrates the user journey through the onboarding process, showing the different paths for Spark and Scale plan users.
4. Corporation Name
5. Create Your Account
4. Health Check
5. Create Your Account
7. Number of Founders
...
18. Review Summary
1. Landing & Welcome Screens
Legal Infrastructure for Canadian Startups
Streamlined legal services for incorporation, fundraising, and compliance.
Incorporate Fast
Launch your company in hours, not weeks.
Raise Funds
Automated workflows for fundraising.
Stay Compliant
Automated filings and deadlines.
Welcome: Choose Your Path
Select the option that best describes your current situation:
New Company
I want to incorporate a new business.
Existing Company
I already have an incorporated business.
2. Onboarding Flow - Spark Plan (New Companies)
The Spark Plan onboarding flow is designed for users who need to incorporate a new business. It includes approximately 18 steps to collect all necessary information for incorporation.
Select Location
Choose where you would like to incorporate your business:
Federal Corporation
Canada-wide incorporation
Ontario Corporation
Ontario-specific incorporation
British Columbia
BC-specific incorporation
Other Province
Select from other provinces
Federal corporations can do business across Canada, but may require extra-provincial registration in provinces where they operate.
Business Structure
Select the legal structure for your business:
Corporation
A separate legal entity from its owners
Partnership Coming Soon
Business owned by two or more people
Sole Proprietorship Coming Soon
Business owned by a single person
The Hub416 Spark Plan currently supports incorporation services only. Partnership and Sole Proprietorship options will be available in the future.
Corporation Name
Choose between a named or numbered corporation:
Named Corporation
Choose a specific name for your company.
A name search fee applies. We'll check if this name is available.
Numbered Corporation
Get a government-assigned number (e.g., 12345678 Canada Inc.).
No name search required. Faster and less expensive.
Additional Spark Plan onboarding slides (5-18) follow the same pattern, collecting information about:
- Founder details (names, addresses, roles)
- Director information
- Officer titles
- Share classes and allocation
- Registered office address
- Fiscal year-end
- Banking resolution
- Additional filings
- Final review
3. Onboarding Flow - Scale Plan (Existing Companies)
The Scale Plan onboarding flow is designed for users with existing companies. It's shorter than the Spark Plan flow, with fewer steps focused on company information and health check.
Select Location
Where is your company incorporated?
Federal Corporation
Canada-wide incorporation
Ontario Corporation
Ontario-specific incorporation
British Columbia
BC-specific incorporation
Other Province
Select from other provinces
Company Lookup
Enter your company name or corporation number:
Search Results
ACME TECHNOLOGIES INC.
Corporation Number: 123456-7
ACME TECH SOLUTIONS INC.
Corporation Number: 765432-1
Company Health Check
Help us understand your company's current legal status:
Have all your company shares been properly issued?
Has a President been formally appointed?
Are your annual resolutions up to date?
Do you have a shareholder agreement in place?
Based on your responses, we recommend the Scale Plan to help address compliance gaps and establish proper legal documentation.
4. Account Creation (First Convergence Point)
Both Spark and Scale plan users converge at this point to create their account before continuing with the onboarding process.
Create Your Account
Set up your Hub416 account to continue:
After account creation, Spark Plan users continue with additional onboarding steps while Scale Plan users move directly to plan selection.
5. Plan Selection & Checkout (Second Convergence)
Both user paths converge again at the plan selection and checkout stage, where they can choose their plan, add-ons, and complete payment.
Choose Plan and Add-ons
Select the plan that best fits your needs:
Spark Plan
Incorporate with confidence
- Complete incorporation services
- 10 legal templates
- Basic AI chatbot access
- 1-year Online Minutes Book
- Annual Compliance tools
Scale Plan
Raise funds and scale
or $499/month
- 30+ legal templates
- Full AI chatbot access
- Automated legal workflows
- Smart Data Room
- VC-ready checklist
Bundle Plan
Incorporate & scale
Save $500
- Everything in Spark Plan
- Everything in Scale Plan
- Free fundraising strategy session
- Priority support
Available Add-ons
Founder Counsel
5-hour block of lawyer support
$1,750
Multi-Class Share Structure
For fundraising preparation
$300 (2 classes)
Document Expansion Pack
30+ additional templates
$600 one-time
Billing Information
Complete your purchase:
Order Summary
Payment Details
Thank You for Your Purchase!
Your Hub416 Scale Plan has been successfully activated.
Order Details
Order Number: H416-78459
Plan: Scale (Annual)
Add-ons: Founder Counsel
Total Charged: $7,062.50 CAD
A receipt has been sent to your email address. You'll be redirected to your dashboard in a few seconds.
6. User Dashboards
After completing onboarding and payment, users are directed to their plan-specific dashboards.
Spark Plan Dashboard
Welcome to Hub416, Jane
Congratulations on Your New Company!
Your incorporation is being processed. Here's what happens next:
Action Items
- Complete company profile information
- Review incorporation documents
- Set up corporate bank account (pending incorporation)
Recent Documents
Ready to grow your business?
Upgrade to the Scale Plan to access fundraising tools, equity management, and more.
- SAFE Financing Templates
- Smart Data Room
- Advanced AI Legal Assistant
Scale Plan Dashboard
Welcome to Hub416, Jane
VC Readiness Score
Your company is 65% ready for investor due diligence.
Legal Workflows
- SAFE Financing
- Equity Management
- Compliance Filings
- Stock Option Plan
Action Items
- Annual return filing due in 5 days
- Update cap table with recent investments
- Schedule quarterly board meeting
Recent Activities
Shareholder Agreement uploaded
Today
Cap table updated
Yesterday
Annual resolutions completed
3 days ago
Fundraising
8 documents
Employment
12 documents
Intellectual Property
5 documents
Governance
9 documents
AI Legal Assistant
Ask any questions about legal matters or how to use Hub416.
7. Key Feature Interfaces
Detailed views of the core features available to users based on their subscription plan.
Document Templates Library
Legal Templates Library
Fundraising Documents
SAFE Agreement
Simple Agreement for Future Equity with Canadian terms.
Convertible Note
Convertible debt instrument for early-stage funding.
Term Sheet
Standard investment term sheet for seed rounds.
Employment Documents
Employment Agreement
Standard employment contract for Canadian employees.
Contractor Agreement
Independent contractor agreement with IP assignment.
Confidentiality Agreement
NDA for employees and contractors.
All Templates
| Document Name | Category | Description | Actions |
|---|---|---|---|
| SAFE Agreement | Fundraising | Simple Agreement for Future Equity |
|
| Employment Agreement | Employment | Standard employment contract |
|
| IP Assignment | Intellectual Property | Transfer IP rights to company |
|
| Board Resolution | Governance | Standard board resolution template |
|
Smart Data Room (Scale Plan)
Smart Data Room
Investor Data Room
Securely share your due diligence documents with potential investors and partners.
Activity Log
John Smith viewed Cap Table - Current.pdf
Today, 10:23 AM
You uploaded Cap Table - Current.pdf
3 days ago
You shared Data Room with investor@vc.com
1 week ago
Data Room Stats
AI Legal Assistant
AI Legal Assistant
Ask any legal questions related to your startup.