Who it serves
Your clients still need a licensed attorney on every filing. What they should not need is another Word redline chain, a separate EDGAR portal password, and no single place to see which of your companies is waiting on you.
The counsel seat puts review and sign-off in the same workspace the company uses to draft. Sign-off is bound to the document hash. Firm rosters and a practice dashboard cover the whole client book. Firms are always free; the company's subscription is the only paid account.
Yes. Firms are always free. They are a distribution channel, never a customer. The company's subscription remains the only paid account.
No. TakePublic is a technology platform, not a law firm. Nothing files without review and sign-off by a licensed securities attorney: you, or the company's own counsel.
The document hash changes, your sign-off is invalid, and submission is blocked until you review and sign again on the current document.
Yes, through a firm roster. Firm members inherit the counsel role on engaged clients. Sign-off remains the individual attorney's attestation and bar credentials.
No. No cash referral fees in either direction. Attorney fee-splitting rules forbid them. Referrals seat you on the client; incentives, when added, go to the referred company plus product value for the firm.
Enter your ticker and get a free compliance report: health score, filing history, and your next deadlines (ET). No account required. Your securities attorney signs every filing, and on Core we file to EDGAR with Inline XBRL included.
Run a free compliance scan See plans and pricingTakePublic is a technology platform, not a law firm, broker-dealer, or auditor. Nothing files without review and sign-off by a licensed securities attorney.