Structured Legal Systems · Workflow Kits

Legal Workflow Kits — matched to where your company is.

Six lawyer-led, fixed-fee engagements for the events an Ontario startup moves through: incorporation, the founders’ agreement, the first people, vesting, the option plan, and the first money. Each with its fee on its page.

KitsSix · incorporation to first financing
PricingFixed, or from a stated starting fee
EngagementLawyer-led · one revision round · Ontario
Find Your Kit

Each kit matches one stage of the company.

Pick the stage you are at. The kits run in the order most companies need them, and several can run together — incorporation with the founders’ agreement most often. For the sequence written from the founder’s side, see founders and startups.

Stage 00 · Form

Launch

CAD $1,595 · fixed · $5,950 with the Startup Kit, save $595

Incorporation in Ontario or federally, by-laws and resolutions, founder shares issued, and the minute book delivered within five business days. A multi-class share structure is CAD $795 on top.

View Launch
What’s inside···
Articles filed · Ontario or federal
By-laws · resolutions · shares
Minute book · within 5 business days
Stage 01 · Govern

Startup Kit

CAD $4,950 · fixed · up to three founders

The founders’ shareholders’ agreement — board, reserved matters, deadlock, transfers, what happens when a founder leaves — with founder shares issued and founder IP assigned to the company.

View Startup Kit
What’s inside···
Founders’ shareholders’ agreement
Founder shares · issued & recorded
Founder IP assignment
Stage 02 · Build the team

Build a Team Kit

CAD $3,950 · fixed · three worker types

An employment package, an independent contractor agreement and an advisor agreement, each with confidentiality, IP assignment and the covenants Ontario law still allows. Drafted once, reused for every person.

View Build a Team Kit
What’s inside···
Employment package · ESA-compliant
Independent contractor agreement
Advisor agreement
Stage 03 · Structure equity

Equity Structuring Kit

From CAD $4,950 · one recipient · +$1,250 each additional

Restricted shares with a vesting schedule, a repurchase right if the holder leaves early, and the approvals and records that make the issuance valid — for a founder, a key hire or an advisor.

View Equity Structuring Kit
What’s inside···
Restricted share agreement
Cliff · schedule · acceleration
Repurchase right · approvals · cap table
Stage 04 · Set up options

ESOP Plan Setup Kit

From CAD $4,500 · grants from $1,250 each

The stock option plan every grant is made under: the plan document, board adoption, the form of option agreement, vesting and exercise terms, the pool recorded and the ledger set up. Grants follow through the add-on.

View ESOP Plan Setup Kit
What’s inside···
Plan document & adoption
Form of option agreement · vesting
Pool · ledger · grant add-on
Stage 05 · Raise

Funding Kit

From CAD $3,950 · Private Issuer tier · Accredited tier from $7,500, filing included

Company-side documents, approvals and closing for a SAFE or convertible note: tier one for investors inside the company’s own circle; tier two, with the certificates, verification and the report of exempt distribution filed, for an angel round.

View Funding Kit
What’s inside···
SAFE or note · adapted to Ontario law
Approvals · register · one closing
Tier two · Form 45-106F1 filed
Not sure which?

Book a consultation

Describe the situation in a paragraph. The firm says which kit fits, whether two should run together, or whether the matter needs judgment first and belongs in advisory work — and sometimes that the answer is not yet.

Book a Consultation
Routes···
Fits a kit · fee on its page
Needs judgment · advisory, scoped in phases
Not yet · with a date to come back
After the kits

Ongoing Counsel Support

Once the company is running, the questions recur — a hire, a grant, a contract, an investor update. Counsel on standing terms, with the kit documents already on file, rather than kit by kit.

View Ongoing Counsel Support
Standing terms···
Grants · hires · contracts
Minute book kept current
Configured after a review
The firm

One firm, lawyer-led, fixed where standard

Fauri Law Professional Corporation, First Canadian Place, Toronto. The structural decisions in every kit are made with Khaled El Fauri, a member of the Bar of Ontario; the documents are prepared by the firm’s team to its standard forms under his review. That is what keeps the fees fixed.

How fees and engagement work
Every kit···
Conflict check · engagement letter
Lawyer on the calls · team on the drafts
One revision round · HST extra
What They Are

Lawyer-led legal work at a fixed fee — not templates.

Each kit is a scoped engagement for one defined event: a conflict check, an engagement letter, calls with the lawyer, documents drafted to the firm’s forms, one round of revisions, and records filed in the minute book. The workflow organizes the delivery; the lawyer makes the decisions.

The principle
Defined scope, published fee

Every kit has defined deliverables, stated assumptions and a fee on its page — confirmed in writing before work begins, and changed only if the facts turn out not to fit.

Defined · Lawyer-led · Fixed where standard
The discipline
Judgment is routed, not squeezed

A matter that needs negotiation, a valuation or a tax position is not forced into a kit. It moves to advisory work by the same firm, scoped in phases with a budget agreed first, and what the kit already did carries over.

Intake first · Same firm either way
The stages
+Form
+Govern
+Build the team
+Structure equity
+Set up options
+Raise

Submitting a kit intake does not create a lawyer-client relationship. Work begins after conflict review, scope confirmation and written engagement terms. Fees shown are the firm’s fees; HST, government and regulator fees, and third-party costs are separate.

Kit Scope

What every kit includes, and what moves to advisory work.

Kits handle defined, repeatable work. The moment a matter needs judgment, it is scoped as advisory and transactional work by the same firm — you are never charged a kit fee for work that has outgrown it.

Inside every kit

Lawyer-led, defined scope.

  • a conflict check and an engagement letter with the fee, scope and assumptions confirmed in writing;
  • an intake call with the lawyer, where the decisions the documents depend on are made;
  • documents drafted to the firm’s standard forms under the lawyer’s review;
  • one consolidated round of revisions;
  • signed documents filed in the minute book, registers and cap table updated;
  • a delivery call, with the next step named — or “nothing yet”.

Advisory work, same firm

Where judgment comes first.

  • terms negotiated with a counterparty or their counsel — an investor, a buyer, a founder with their own lawyer;
  • a priced equity round, investor rights, or a shareholders’ agreement that has to be argued rather than agreed;
  • securities work beyond the Funding Kit’s accredited-investor tier, which already includes the filing;
  • a valuation, or a tax position, which stay with your accountant and are coordinated by the firm;
  • a founder or shareholder dispute, where the firm advises on the corporate side and brings in litigation counsel if it comes to that;
  • a party outside Canada — see Canada–US and Canada–UAE.
The Sequence

Where the kits sit.

Form the company, build through the kits as the company grows, and keep counsel on hand once the questions start to recur. Most companies take two or three of the six; almost none need all of them at once.

First · form Launch Incorporated and organized within five business days. With the Startup Kit, one engagement.
Then · govern → raise The Workflow Kits Founders’ agreement, the team, vesting, the option plan, and the first SAFE or note — in the order the company needs them.
After · continue Ongoing Counsel Counsel on standing terms for the questions that recur, with the kit documents already on file.

If a matter outgrows a kit — negotiation, a priced round, a valuation, a dispute — it moves to advisory and transactional work by the same firm, and what the kit already did carries over.

How Engagement Works

Lawyer-led from intake to delivery.

The same sequence for every kit: the lawyer makes the decisions with you on the first call; the team prepares the documents under the lawyer’s review; one round of comments; signed documents into the minute book.

Step 01

Intake and conflict check

You complete the kit’s intake. The firm runs a conflict check and confirms the matter fits the kit — or says which route does.

Step 02

Engagement letter and intake call

Scope, fee, assumptions and exclusions confirmed in writing. Then the call with the lawyer where the decisions the documents depend on are made.

Step 03

Drafting and one revision round

The documents prepared to the firm’s standard forms and reviewed by the lawyer. You return one consolidated set of comments, incorporated within scope.

Step 04

Delivery and next step

Signed documents filed, records updated, and a delivery call that walks through them and names the next step — another kit, ongoing counsel, or nothing yet.

Have questions?
Find answers.

Any more questions? Contact us Ready to begin? Book a Consultation Which kit first? Founders and startups
Which kit do I need first?

It follows the company’s stage. Not yet incorporated: Launch, and with two or more founders, Launch and the Startup Kit together. Incorporated with no founders’ agreement: the Startup Kit. About to hire: Build a Team. Promising equity: the Equity Structuring Kit for shares, the ESOP Plan Setup Kit for options. Money coming in: the Funding Kit. The founders and startups page sets the sequence out with the fee for each, and a consultation settles it in a paragraph.

Can I take Launch and the Startup Kit together?

Yes, and most companies with more than one founder should. Launch is CAD $1,595 and the Startup Kit CAD $4,950; together they are CAD $5,950 rather than CAD $6,545 — a CAD $595 saving, because the founder share issuance both kits include is done once — on one intake and one engagement letter, with the shares issued under the agreement from the first day.

Why are some kits a fixed fee and others “from”?

Because the work behaves differently. Where the scope is predictable — incorporation, the founders’ agreement, the team agreements — the fee is fixed and stated. Where the work depends on facts the intake reveals — who is receiving equity, what the shares are worth, who the investors are — the fee is a stated starting point for the standard case, confirmed in writing at scope review before any work begins. Each “from” page says what the starting fee covers and what changes it.

Can kits be combined or run in sequence?

Yes. Most companies take them in lifecycle order and two or three at a time: Launch with the Startup Kit; Build a Team with the ESOP Plan Setup Kit when the first hire has been promised options; the Equity Structuring Kit before the Funding Kit when investors will ask about vesting. Where the needs become continuous, Ongoing Counsel Support is usually the better structure than another kit.

What if my matter is too complex for a kit?

The intake catches it, and the answer is the same firm. A matter that involves negotiation, investor counsel, a priced round, a valuation, a tax position or a dispute is scoped as advisory and transactional work, in phases with a budget agreed first, rather than forced into a fixed scope. Whatever a kit has already done carries over; you are not charged a kit fee for work that has outgrown it.

Are negotiations, tax and securities filings included?

Securities filings are inside the Funding Kit’s accredited-investor tier, which prepares and files the report of exempt distribution as part of the fee, and the equity kits confirm the exemption each issuance relies on. Negotiation with a counterparty or their counsel is advisory work, scoped when it arises. Tax and valuation stay with your accountant, and the firm coordinates with them so the legal documents follow their advice.

Is a kit a template or a document download?

A kit is a legal engagement: a conflict check, an engagement letter, a call with the lawyer where the decisions are made, documents drafted to the firm’s forms under the lawyer’s review, one round of revisions, and the records filed. The forms are what make the fee fixed; the lawyer is what makes the documents right for your company. There is no self-serve checkout.

Do I have to start with incorporation?

Only if the company does not exist yet. A company already incorporated — online, elsewhere, or years ago — starts at whichever kit matches its stage, provided its records are in reasonable order; where they are not, a short clean-up comes first and is quoted at intake. Launch is for the company that has not been formed.

How many revisions are included?

One consolidated round of comments within the approved scope, on every kit. Further rounds, or changes that fall outside the defined scope, are quoted in writing before they are done.

What is not included in the fee?

HST on the firm’s fee; government filing fees, regulator fees and name-search charges, passed through at cost; and the add-ons each page prices — a further shareholder or share class on Launch, a further recipient on the Equity Structuring Kit, each grant under the ESOP plan. Anything outside a kit’s stated scope is quoted before it is done. Fees & Engagement explains how the firm scopes and bills.

Are the kits only for Ontario companies?

They are drafted for Ontario and federal corporations with founders in Ontario, under Ontario law, by lawyers licensed in Ontario. A company elsewhere in Canada can often use them with that province’s differences addressed at intake; send a message and the firm will say. A founder, investor or team member in the United States or the UAE is handled by the same firm through its US alliance or its UAE licence — see Canada–US and Canada–UAE.

Start with the stage you are at now.

Pick the kit that matches the company’s next event, or describe the situation in a paragraph and the firm will say which kit fits — and whether it is ready for a kit or needs judgment first.