LegalityBox – Professional Legal Support for Your Entire SMB Network

LegalityBox delivers streamlined, high-quality legal solutions to your members — without you having to build, staff, or manage a legal function yourself.

We combine ready-to-use document templates, bundled agreement packages, M&A legal roadmaps, and access to a network of vetted attorneys — all white-labeled and delivered through your platform. This gives your SMB members fast, affordable access to the legal support they need while giving your organization greater visibility and control over key transitions.

LegalityBox works seamlessly with LoanBox, AcquisitionsBox, SuccessionBox, and ContinuityBox to create a complete support system for your members.

AgreementsBox – Templates & Attorney Review

Provide your members with professional-grade agreements at a fraction of traditional legal costs.

Two Ways to Use AgreementsBox:

1. Professional Templates Instant access to a growing library of customizable templates, including:

  • Buy-Sell Agreements

  • Path-to-Ownership & Successor Equity Plans

  • Operating & Partnership Agreements

  • NDAs, Consulting & Transition Agreements

  • Standby Notes, Subordination Letters, and more

2. Template + Attorney Consult (Recommended for Important Deals) Smart templates paired with focused review by a vetted attorney:

  • Guided builder populates the document

  • Attorney performs targeted review

  • Short consultation call to explain provisions

  • Final, lawyer-approved document delivered

This option dramatically reduces legal friction and cost for acquisitions, buyouts, and succession transactions across your network.

Buy-Sell & Succession Agreement Packages

We offer complete, ready-to-customize bundles specifically designed for internal transitions:

  • Buy-Sell Agreements (clearly distinguished from Purchase Agreements)

  • Path-to-Ownership Plans for Next-Gen and key managers

  • Full Succession Document Packages

  • Phantom Equity & Equity Incentive Agreements

All designed to integrate seamlessly with financing from LoanBox and planning from SuccessionBox.

M&A Legal Roadmap & Support

Provide your members with clear, step-by-step legal guidance for buying or selling a business, including:

  • Entity structuring recommendations

  • Due diligence frameworks

  • Purchase Agreement considerations

  • Key contract provisions and negotiation guidance

  • Post-closing obligations

AttorneysBox – Your Network of Vetted Legal Experts

Give your members easy access to experienced attorneys who understand SMBs and your industry vertical. Our curated network includes specialists in:

  • General Business & Entity Formation

  • Business Transactions & M&A

  • Estate Planning & Probate Avoidance

  • Tax Law

  • Commercial Real Estate

  • Employment Law

  • Litigation & Dispute Resolution

When members need custom work beyond our templates, we make warm introductions to the right attorney — often at preferred rates.

Template + Lawyer Consult

Top shelf agreements with economical prices from streamlined process.

  • Complete a guided online builder.

  • The system populates a smart, professional template.

  • An affiliated attorney performs a focused review.

  • The attorney joins a Teams meeting call to explain key provisions and answer questions, address and concerns.

  • Receive a final, reviewed agreement ready for signatures.

TEMPLATES + LAWYER CONSULT INCLUDE: