Bring your own counsel

Invite a licensed securities attorney as counsel. Only counsel can sign off.

Where: Settings › People › Firms

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Settings: firms
The Firms page in Settings on its Counsel pill: Casey Brightline's personal counsel seat, Engaged and Default for filings, and an engaged law firm, with Invite firm
Your own attorney under Settings, Firms, on the Counsel pill, like Casey Brightline here: Engaged once they accept, and the default for filings. Counsel review and sign-off then route to them.

Your attorney, your relationship

Invite your own licensed securities attorney as counsel from Settings › People › Firms with Invite counsel; their professional duties run to you, not to TakePublic.

Note

TakePublic is a technology platform, not a law firm.

Sign-off

Counsel reviews, requests changes if needed, and signs off bound to the SHA-256 hash of the full document, so an edit afterwards needs a new sign-off. Counsel uses two-step verification at every sign-in.

Filing through your own agent

If your own EDGAR agent files a form instead, mark its deadline Filed outside TakePublic; the deadline closes when EDGAR lists the filing.

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TakePublic is a technology platform, not a law firm, broker-dealer, or auditor. Forms 3, 4 and 5 prepared in TakePublic file only after the reviewer the company designates, such as its securities counsel, signs off; any other filing prepared in TakePublic files only after a licensed securities attorney signs off.