Solutions
Counsel review workflow
Nothing reaches EDGAR without your securities attorney signing off on the exact document. TakePublic's counsel workflow is that gate in code: review, request changes, or sign off bound to the SHA-256 hash of the full filing.
Bring your own securities attorney; their counsel seat is free. TakePublic is not a law firm. Privileged threads stay scoped to company and counsel, and any edit after sign-off invalidates the signature and blocks submission until counsel signs again.
- Team
- Company and securities counsel
- Filing phase
- Review
- Output
- Hash-bound attorney sign-off
- Plan
- Core, from $2,999/mo
The counsel gate
Move into counsel review
The filing enters attorney review before it can proceed toward submission.
Resolve requested changes
Counsel can send changes requested, and the company returns the filing for another review.
Record attorney sign-off
Sign-off records the attestation, typed signature, and SHA-256 document hash.
Check the hash before submission
Submission requires a sign-off that still matches the current document hash.
Re-review after any edit
An edit changes the hash and forces counsel to review and sign again.
Privileged threads
- Company-and-counsel scopeThreads can be limited to the company and its counsel. Whether a communication is privileged depends on the company's counsel relationship and applicable law.
- Restricted app accessThe auditor and TakePublic staff cannot read privileged content through the app.
- Audience checksMentions outside the privileged audience are rejected.
- Audit-chain continuityThe access scope stays on the filing record, not in a separate private chat, and privileged events remain in the audit chain.
Bring your own attorney
- Invite your securities attorneyBring counsel onto the platform by email.
- Counsel seats are freeThe counsel seat costs nothing. Your attorney gets a review queue, the ability to request changes on the exact document, and sign-off bound to its SHA-256 hash.
- Keep every signature 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, from $2,999 per monthIncludes the full counsel workflow for 10-K, 10-Q, 8-K, and NT notices.
- Section 16, $499 per monthUses the same hash-bound sign-off for Forms 3, 4, and 5.
Read our output before you decide
Complete generated documents, scored line by line against what each company actually filed. Open one and read it cover to cover.
These companies are not TakePublic customers. Trademarks belong to their respective owners; the filings shown are public records. All 35 published drafts are on the proof page.
Frequently asked questions
Is TakePublic a law firm?
No. TakePublic is a technology platform. Your own securities attorney must sign off before anything files.
What does hash-bound sign-off mean?
Counsel signs the SHA-256 hash of the full document. If anyone edits after sign-off, the hash changes, the sign-off is invalid, 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.
Are review comments privileged?
Threads can be scoped to company and counsel only. Auditors and TakePublic staff cannot read that content through the app. This is access scoping on the filing record, not a separate private chat.
Which plan includes the counsel workflow?
Core, from $2,999 per month, for periodic and current reports. Section 16 at $499 includes counsel sign-off for Forms 3, 4, and 5.
Bring your filings in-house, with counsel still signing
Connect your books, review AI drafts with citations, and file to EDGAR. Your securities attorney signs every filing before it goes anywhere.
Get started Run a free compliance scan firstTakePublic is a technology platform, not a law firm, broker-dealer, or auditor. Nothing files without review and sign-off by a licensed securities attorney.