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Business Legal Audits — CT, NY & MA

Find it on your schedule, not theirs.

Every company accumulates paperwork it has stopped reading — contracts signed years ago, a mark nobody renewed, an operating agreement that no longer matches who owns what. A legal audit reads all of it and hands you the list before a buyer, a lender, or an opposing lawyer builds the same list for you.

Why It Matters

Nothing in a business fails on the day you sign it.

It fails later, on the day somebody reads it carefully. That is almost always a day you did not choose: due diligence on a sale, a bank asking for the corporate book, a customer who suddenly wants out of a contract, a competitor who filed the name you have been using for six years.

The problems those days surface are rarely new. They are old paperwork that stopped matching the business. An audit moves the reading forward, to a moment when the answer is a fix rather than a concession.

What Gets Reviewed

Three passes

Pass One

The contracts

Master services agreements, statements of work, client terms, vendor and supply agreements, NDAs, and contractor agreements. We read for the clauses that decide what happens when something goes wrong: limitation of liability, indemnity, termination rights, auto-renewal, payment and late-payment terms, and whether the service levels you promised are ones the business can actually hit.

Where a contract touches customer data, that includes whether the data terms exist at all — a common gap on legacy agreements written before the business had any.

Pass Two

The brand and the IP

Which names, logos, and taglines the business uses; which of them are registered; which are registered but sitting on an unfiled Section 8 or renewal deadline; and which are being used by somebody else. Domains and social handles get checked against the marks they are supposed to match.

Then ownership: whether every employee and contractor who built something for the company actually assigned it to the company. That is a defect diligence teams routinely find, and it is created by hiring, not by malice.

Pass Three

The corporate record

The operating agreement or bylaws against who actually owns the company today, the cap table or member ledger against what was issued, annual reports and registered agent status in every state the business operates in, and foreign qualification where the business crossed a state line and never filed.

Plus the housekeeping that keeps the liability shield intact: separate accounts, signed consents for the decisions that needed them, and a record that matches the story the company tells about itself.

How It Works

Four steps, one report

01

A $50 consultation

Fifteen minutes to establish what the business does, what it has signed, and how far back the record goes. Credited toward any engagement.

02

Scope and cost in writing

What will be reviewed, what will not, and what it costs — approved by you before any work begins.

03

The review

You send the documents. We read them. Follow-up questions come in writing, so nobody has to hold a meeting to answer them.

04

The report and the order to fix it

Findings in plain English, ranked by what leaving them alone costs. Fixing them is a separate decision, and it is yours.

$50

15-min consult, credited

Three

Contracts · brand · governance

In writing

Scope before work begins

Timing

When an audit is worth running

  • Annually, as a matter of routine — the version that costs the least and finds the most.
  • Before you go looking for money. Investors and lenders run their own version, and they run it with leverage.
  • Before you sell. Diligence findings do not usually kill a deal; they reprice it.
  • When the business crosses a state line, hires its first employees, or launches a second product line under a name nobody cleared.
  • After a near miss — a customer who threatened to sue, a vendor who invoked a clause nobody remembered agreeing to.

Questions?

Good to know

What do I actually get?

A written report. Every document reviewed is listed, every issue found is described in plain English with what it exposes the company to, and the issues are ordered by what would cost the most to leave alone. Nothing in it says “see counsel” — the recommendation is the point.

How much does an audit cost?

It depends on how many documents there are and how far back the corporate record goes. The consultation is $50 for 15 minutes, credited toward any engagement, and the scope and the cost are put in writing before any work begins.

Do I need one if nothing is wrong right now?

That is the point at which one is useful. An audit run while nothing is on fire is a list of things to fix on your schedule. The same list found during a sale, a financing, or a lawsuit is leverage for the other side.

How often should a business run one?

Once a year is a reasonable rhythm for most small and mid-sized companies, and sooner if the business has just changed shape — a new state, a new product line, first employees, a new investor, or an acquisition on the table. Companies that want it handled on a standing basis put it inside an outside general counsel retainer.

Read it before someone else does.

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