Solutions
Counsel review workflow
Nothing prepared in TakePublic reaches EDGAR without your securities attorney signing off on the exact document.
- Team
- Company and securities counsel
- Filing phase
- Review
- Output
- Attorney sign-off locked to the version
- Counsel seat
- Free; bring your own attorney
- Plan
- Section 16; Core in closed beta
The counsel gate
- 01Counsel review
- 02Changes requested, or sign-off
- 03Version locked
- 04Submission re-checks the version
Decisions on the record
- Changes requested with a reasonCounsel's reason is recorded on the filing, and the draft returns to the company.
- Discussion stays with your counselTakePublic records the decisions: change requests, sign-offs and re-reviews. Conversations with your attorney happen outside the platform.
- One unbroken recordEvery decision stays in the tamper-evident filing record.
Bring your own attorney
- Invite by emailYour attorney gets a review queue, changes requested on the exact document, and sign-off locked to that version.
- Every signature is personalSign-off uses an individual attorney's attestation and bar credentials; firm seats grant access, never a signature. The company's subscription is the only paid account.
Which plan includes it
- Core, in closed betaThe full counsel workflow for 10-K, 10-Q, 8-K, and NT notices.
- Section 16The same version-locked sign-off for Forms 3, 4, and 5.
Read our output before you decide
Generated documents, scored line by line against what each company filed.
These companies are not TakePublic customers. Trademarks belong to their respective owners; the filings shown are public records. All 27 published drafts are in the viewer.
Frequently asked questions
Is TakePublic a law firm?
No. TakePublic is a technology platform; Forms 3, 4 and 5 prepared in TakePublic file only after your designated reviewer, such as your securities attorney, signs off, and any other filing only after your securities attorney signs off.
What does it mean that sign-off is locked to the version?
Counsel signs one exact version of the full document. If anyone edits after sign-off, the sign-off no longer applies and submission is blocked until counsel reviews and signs again.
Can counsel request changes?
Yes. From counsel review, the attorney can move the filing to changes requested; the company returns to draft or resubmits to counsel review when ready.
Can we discuss a filing with counsel in TakePublic?
No. TakePublic records decisions, not conversations: a change request carries counsel's reason, and sign-offs and re-reviews stay on the filing record. Talk with your attorney the way you do today.
Which plan includes the counsel workflow?
Core, in closed beta, for periodic and current reports. Section 16 at $999 includes a required sign-off for Forms 3, 4, and 5, by your securities counsel or a reviewer your company designates.
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Get started Run a free scan firstTakePublic 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.