
BusinessDocx is cloud-based drafting software for attorneys providing business planning services. It supports document creation across all phases of a business’s lifecycle, from formation to succession. The platform offers customizable templates, guided interviews, and automated legal updates to help lawyers efficiently produce compliant, client-specific business documents.
Vendor
WealthCounsel
Company Website


BusinessDocx
BusinessDocx is a cloud-based document drafting software designed for attorneys who provide business planning services. It supports the creation of customized legal documents across all phases of a business’s lifecycle—from formation and startup to succession and exit. The platform offers intelligent drafting tools, guided interviews, and automated legal updates to help attorneys deliver accurate, compliant, and client-specific business documentation.
Features
- Customizable drafting templates for various business scenarios
- Guided interviews for individualized document creation
- Scenario-based design templates for common LLC structures
- Automated updates with the latest legal language
- Document suites for formation, operations, succession, and client communications
Capabilities
- Draft LLC operating agreements, buy-sell agreements, and more
- Support business formation, maintenance, and exit planning
- Generate intake forms, client letters, and maintenance tools
- Adapt documents to meet unique client needs and jurisdictions
- Integrate business planning into broader estate and succession strategies
Benefits
- Improves drafting speed and accuracy
- Reduces compliance risk with up-to-date legal content
- Enhances client service through tailored documentation
- Supports scalable business law services
- Empowers attorneys with confidence and flexibility in planning