Essentials: $49/month with a six-month minimum, or $449/year.
Pact Works
PLAYBOOKSFROM PACT OPS INC.
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BUSINESS LEGAL PLAYBOOKS AND TEMPLATES

Know what matters.
Make your next move.

Essentials: $49/month with a six-month minimum, or $449/year.

Business legal tools for turning “I should get to that” into a useful first pass.

Follow attorney-built playbooks with templates, articles, and checklists. Need a lawyer? Request help from Pact, the law firm, under a separate engagement.

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THE 60-SECOND TOUR

See it in 60 seconds.

Open the tour

An interactive walkthrough of Pact Workspace, using a sample Essentials account with sample data.

WHAT’S IN PACT WORKS

A full legal library, not just a few templates.

  • 50guided playbooks

    Step-by-step paths for contracts, vendors, company records, disputes, and more.

  • 213articles and checklists

    Plain-English guidance and checklists, drafted by attorneys at Pact.

  • 71template documents

    Answer a few questions and download a formatted document as Word or PDF.

Essentials ($49/month or $449/year) includes 12 of the playbooks and every article, checklist, and template. Counsel includes all 50, plus additional resources.

Clear next stepsUseful templatesPlain-English know-howOptional attorney review
START WITH THE SITUATION

One thing at a time.

All 50 playbooks, with each one’s first three steps. Essentials includes 12; Counsel includes all 50, plus additional resources.

HOW IT WORKS

Contract review and signature

Got a contract to sign, from a vendor, a customer, or a partner?

  1. 01Log the contract
  2. 02Read the basics of contract review
  3. 03Learn the biggest risk-allocation pitfalls
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REAL EXCERPTFrom the Pact Works playbook “Contract review and signature”

Key contract terms triage checklist

Work down the list against the specific contract you’re reviewing, note the section or page reference, and rate each clause as it stands in the draft. This is a scan to help you decide what to do next: sign, negotiate, or escalate, not a substitute for legal advice.

Rating key

Favorable
Matches your business understanding, is reasonably balanced, or protects your company’s interests.
Neutral / Needs Review
Workable, but unclear, incomplete, inconsistent with the deal, or may need clarification.
Unfavorable
Materially one-sided, creates meaningful risk, or imposes obligations you may not be able to meet.
Not Present / N/A
The clause doesn’t appear in the draft, or isn’t relevant to this contract.

The scan (6 of 18 rows shown)

#Clause / issueWhat to check
3Term / Renewal / Auto-RenewalWhen does it end, and what avoids unwanted renewal?
4TerminationCan you exit for convenience, breach, or insolvency?
6Intellectual Property Ownership / LicenseWho owns pre-existing materials, custom work, and outputs?
9IndemnityWhat claims are covered, and is it one-sided?
10Limitation of LiabilityIs liability capped, and are there important carve-outs?
12Assignment / Change of ControlWould this create issues in a future financing or sale?

12 more rows in the full checklist, including scope, fees, confidentiality, data privacy, warranties, insurance, and governing law.

Business decision check

Based on your scan, decide which best describes the current draft:

  • Appears acceptable for business sign-off. The key terms generally match the deal and no major concerns were identified.
  • Needs business negotiation first. One or more terms should be revised, clarified, or discussed with the counterparty before signing.
  • Escalate for attorney review. The contract has legal or business-risk issues that should be reviewed by counsel before moving forward.
FOR GOOD MEASURE

Run it
by legal.

You’ve made a first pass. Now you want a lawyer to take a closer look.

Need a lawyer? Request help from Pact, the law firm, under a separate engagement.

Ask about attorney review
TO: LEGAL
RE:A second set of eyes.

A focused review of your document and the questions you want to work through.

YOUR FIRST PASS → A CLOSER LOOK
$149 fixed-price document review.

A Pact attorney reviews one document you created in Pact Works, up to 15 pages, under a separate engagement with the firm. The firm confirms conflicts before you share details. You get written notes and a marked-up copy within 5 business days after the firm confirms conflicts. A revised version counts as a new review. Outside contracts and calls aren’t included. If the issue needs more than a review, we’ll tell you the fee before doing anything. On Counsel, one of these reviews is included each month.

Katie Centolella
WHY PACT WORKS

A note from Katie.

For more than twenty years, I’ve watched business owners come to my firm with problems we know how to solve, and then hesitate at the cost of solving them one engagement at a time. Many of those problems are the same ones, over and over: the contract that needs a careful read, the contractor who never signed an agreement, the company records that fell behind.

I built Pact Works for those owners. It takes the processes and checklists we use for that common work and puts them in a form you can run yourself, at a price that makes sense for a growing business. The playbooks also point out when a question is worth a lawyer’s time.

Katie CentolellaFounder

Pact Works is sold by Pact Ops Inc. and doesn’t provide legal advice. Need a lawyer? Request help from Pact, the law firm, under a separate engagement.

PRICING

Room to get things done.

Counsel includes one document review and one question each month from Pact, the law firm. Any other attorney work is scoped and priced separately.

ESSENTIALS

$49/ month

Billed monthly. Six-month minimum ($294 total), then 30 days’ notice to cancel.

  • 12 guided playbooks
  • 213 articles and checklists
  • 71 template documents
  • A path to request attorney help
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COUNSEL

$349/ month

Billed monthly. Six-month minimum ($2,094 total), then 30 days’ notice to cancel.

Every playbook, including new ones as we add them. Each month you also get one document review and one question answered by a Pact attorney. Attorney work is provided by Pact, the law firm, under a separate engagement; the firm confirms conflicts before you share details. Unused reviews and questions don’t roll over.

  • The review: the same $149 review described above, included once a month.
  • The question: ask a business legal question in Pact Workspace and get a written answer from an attorney at Pact, the law firm, within 3 business days after the firm confirms conflicts. One follow-up to clarify the answer is included. Questions that need a document review or research beyond a short answer are quoted separately.
  • Who it covers: matters governed by New York or federal law. If the firm can’t take a request because of a conflict or its scope, it doesn’t count against your month, and you can send another.

Counsel is a Pact Works plan with set monthly attorney benefits. It isn’t ongoing representation. For a general counsel relationship, Pact, the law firm, offers that under its own engagement.

Request Counsel access

Add-on for Essentials: HR & Employee playbook bundle (12 playbooks, one of them already in Essentials), $299 one-time, available while your subscription is active. Counsel includes every playbook. Pact Works subscriptions are sold by Pact Ops Inc.

THE LIBRARY

50 playbooks, with more added regularly.

Essentials includes 12. Add more one at a time, or get all of them with Counsel.

ADD-ON

HR & Employee bundle

$299 one-time

12 playbooks, one of them already in Essentials: hiring, handbooks, leave, discipline, and terminations.

  • Build Your Employee Handbook & Hire Right
  • Hire your first employee
  • Hiring remote / out-of-state
  • Hospitality wage-hour self-check surfaced a likely violation
  • Layoff / RIF basics
  • Leaves of absence basics
  • Performance management & PIP
  • Issue a verbal or written warning
  • Terminate an employee safely
  • Handle a workplace discrimination, harassment, or retaliation complaint
  • Engage a contractor the right way
  • Contractor classification self-audit
ADD-ON

Individual playbooks · $99 each

Add any playbook you need, one at a time, including those in the HR & Employee bundle. It stays available for as long as you keep an active subscription.

  • You received an acquisition LOI
  • Agency client engagement stack
  • Board & investor hygiene
  • Bring on an advisor
  • Capital Raise: SAFE
  • Client offboarding and file handover
  • Commercial lease review prep
  • Respond to a Consumer Privacy or Data Rights Request
  • Your customer-contract playbook
  • DPA subprocessor list builder and notice mechanics
  • Amend your operating agreement or bylaws, or add or remove an officer
  • Set up an equity incentive plan
  • Form a Delaware C-Corp
  • Friends and family round: execution wall
  • Government letter / audit triage
  • Getting paid: invoice to demand sequence
  • Licenses & permits inventory
  • LOI / term sheet basics
  • Build your MSA + SOW stack
  • Multi-Entity Governance & Separateness Check
  • NY LLC Transparency Act: confirm your filing status
  • Online store legal stack
  • Personal guaranty: hard wall
  • Product safety issue or recall in progress
  • SaaS contract stack
  • Scope-creep detection and change-order discipline
  • Vendor agreement intake
  • Build Your Employee Handbook & Hire Right
  • Hire your first employee
  • Hiring remote / out-of-state
  • Hospitality wage-hour self-check surfaced a likely violation
  • Layoff / RIF basics
  • Leaves of absence basics
  • Performance management & PIP
  • Issue a verbal or written warning
  • Terminate an employee safely
  • Handle a workplace discrimination, harassment, or retaliation complaint
  • Engage a contractor the right way
A FEW GOOD QUESTIONS

Before you start.

Is Pact Works a law firm?

No. Pact Works is a self-service product sold by Pact Ops Inc. It provides tools and educational information, not legal advice. Attorney services are provided only by Pact, the law firm, through a separate engagement.

Does using Pact Works make me a client of the law firm?

No. Using the self-service tools does not create an attorney-client relationship. That relationship begins only when you sign a separate engagement letter with Pact, the law firm, for work beyond your subscription.

What happens when I need a lawyer?

Request help through your account. Pact, the law firm, confirms conflicts before you share details, then confirms scope and fees before any work begins.

What does it cost?

Essentials is $49 a month with a six-month minimum ($294), or $449 a year. Counsel is $349 a month with a six-month minimum ($2,094), or $3,199 a year. After the minimum, monthly plans continue until you cancel with 30 days’ notice. Counsel includes every playbook, plus one document review and one question each month from Pact, the law firm, under a separate engagement. Any other attorney work is scoped and priced separately. On Essentials, you can add the HR & Employee bundle ($299) or single playbooks ($99 each).

Is Counsel the same as having a general counsel?

No. Counsel is a Pact Works plan with set monthly attorney benefits. It isn’t ongoing representation. For a general counsel relationship, Pact, the law firm, offers that under its own engagement.

PUT A LITTLE KNOW-HOW TO WORK.

Start with what’s
in front of you.

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