Protect Your Business Today
A simple step-by-step tool to legally protect your clients and your accounting firm using our attorney drafted templates
Step-by-Step Guidance
Designed by attorneys to make protecting your clients and your accounting firm easy
Grow Your Business
Maximize your value by providing your clients legal resources
Cost-Effective
Legal documents without thousands of dollars in legal fees
Legal Support
Available by email or group call to support your business
Our Legal Protection Plans
For Your Firm
For Your Clients
For Everyone (Your Firm + Your Clients in One Bundle)
| Entity Formation | |||
|---|---|---|---|
| LLC Operating Agreement and Governing Documents |  |
|
|
| LLC Tax Choice Plan | |
|
|
| Promissory Notes | |
|
|
| Pricing Strategies | |
|
|
| Firm Operations | |||
| Client Intake and Engagement Documents | |
|
|
| IRS Required Data Security Plan | |
|
|
| Client Termination Letter | |
|
|
| A/R Collections | |
|
|
| Employment Documents | |
|
|
| Employee NDA | |
|
|
| Support | |||
| Continuous Email Support | |
|
|
Why Choose JD Leverage
How it Works
Legally protect your accounting firm and help your clients do the same in as little as 30 minutes. It’s simple. Answer clear questions to complete your protection plan. Each document has video and text support making it easy to understand. Once your documents are ready, all you need to do is sign!
Testimonials
What My Clients Say?
FAQ
What makes JD Leverage different from other online legal template resources?
JD Leverage was created by attorneys exclusively for business professionals and their clients to provide superior legal documents and resources. Our philosophy is that business owners should not have to spend thousands of dollars on attorneys to get quality legal documents. We believe in leveraging the advisor-client relationships already established so that clients can work with a single trusted advisor who understands their business as a whole.
Can any business purchase your templates directly?
No! JD Leverage has designed the legal templates exclusively for business professionals and their clients. We believe in leveraging advisor-client relationships; therefore, our customers must be directly referred by their business professional. If you are interested in using our templates, please reach out through a business professional who can partner with JD Leverage.
Do you have a list of professionals who already partner with JD Leverage?
Our list is not publicly available at this time, but we plan to publish a list soon.
Can a business professional provide legal advice to their clients?
While state law can vary, we have designed JD Leverage templates so that clients can create their own legal documents and provide the advisor access.
What if the information or document I need is not provided?
We are constantly updating and improving our template database and resources. After purchase, you will be provided with contact information on how to request additional documents and resources.
