What should I do if my client wants to incorporate using Clerky?

There are several different ways you can help your client incorporate using Clerky.

Your client can sign up for Clerky and incorporate

You can direct your client to sign up for Clerky and use one of our incorporation products. You can also ask your client to add you to their incorporation document set as a reviewer so you can confirm their information before the paperwork is finalized. After your client incorporates using Clerky, we’ll automatically create a team for your client. You can then ask your client to add you to their team as an automatic reviewer on future document sets.

You can invite your client to join your workspace and incorporate

You can invite your client to join your workspace and use a specific incorporation product. See How do I invite my client to use a specific incorporation product? for step-by-step instructions. Once the client completes their incorporation paperwork and the Delaware Division of Corporations accepts the filing, we’ll automatically create a team for the client and add it to your workspace.

When sending out the invitation, you can also specify if you or your colleagues should be added automatically to your client’s new team when it's created. Any colleague you specify as an automatic reviewer, observer or both on future document sets will be added to your client’s incorporation document set, as well as future document sets for your client's team. See How can I add a client’s team on Clerky to my workspace? for step-by-step instructions. 

You can start an incorporation document set for your client

You can start an incorporation document set and invite your client. See How do I get incorporation paperwork done for my client? for step-by-step instructions. 

Once the Delaware Division of Corporations accepts the filing and we've uploaded the filed certificate of incorporation to their document set, we'll automatically create a team for the client. That team will then be automatically added to your workspace. 

You can then follow the step-by-step instructions in How can I add someone to a client’s team? to add yourself to your client’s team.