How does access to Clerky products work?

This article assumes your startup has incorporated using Clerky or will do so.

Your client begins with access to only our incorporation products as a safeguard to reduce the risk of legal problems. As your client completes prerequisite legal paperwork on Clerky, your client will automatically get access to the products it’s ready for. This way, our software helps your client avoid the expensive, time-consuming problems that can result from finalizing legal paperwork prematurely.

IF YOUR CLIENT WANTS TO	THEY CAN USE	PREREQUISITES	YOUR CLIENT UNLOCKS ACCESS TO
Incorporate their startup	Our incorporation products in our Formation product line¹ ¹This isn't complete until the Delaware Division of Corporations files the certificate of incorporation.	None	The post-incorporation setup products in our Formation product line
Adopt bylaws Elect initial directors Appoint initial officers Issue stock to founders Have founders sign IP and confidentiality agreements	Our post-incorporation setup products in our Formation product line	Incorporation	The stock plan adoption product in our Formation product line The foreign qualification products in our Formation product line The new hire paperwork products in our Hiring product line Our Fundraising product line Our Commercial product line Our Maintenance product line
Register to do business in California or New York	Our foreign qualification products in our Formation product line	Incorporation Post-incorporation setup
Adopt a stock plan	The stock plan adoption product in our Formation product line	Incorporation Post-incorporation setup	The equity compensation products in our Hiring product line
Issue stock options or restricted stock to employees, consultants, or advisors	Our equity compensation products in our Hiring product line	Incorporation Post-incorporation setup Stock plan adoption
Sign NDAs	Our Commercial products	Incorporation Post-incorporation setup
Change number of authorized shares Change name of corporation	Our Maintenance products² ² If your client hasn't completed the post-incorporation setup paperwork, the products for making these changes are invite-only. You can give your client access by sending them an invitation to the product.	Incorporation
Add new director Add new officer Accept director resignation Remove officer	Our Maintenance products	Incorporation Post-incorporation setup

What if my client purchased the Company Lifetime Package?

Purchasing the Company Lifetime Package doesn't give your client access to included products. The Company Lifetime Package is a pricing plan that covers the cost of the included products (not including some third-party fees) over the lifetime of your client’s startup. This plan does not affect product access. Like all Clerky customers, clients who choose the Company Lifetime Package will only automatically receive access to the included products when they’ve completed the necessary prerequisites, as outlined above.

What if my client didn’t incorporate using Clerky?

If your client incorporated outside of Clerky, you’ll first need to create a team for your client before you can give them access to products. See How do I create a team for a new client? and How do I give my client access to Clerky products? for step-by-step instructions.

Client Resources

Is your client confused about when they'll get access to products? Point them to Help Center for Startups: How does access to Clerky products work? for information written for startup founders.