Use cases for founders and startups
Build the company on a legal foundation you understand and control.
The company needs legal infrastructure from the moment the founders divide ownership, contribute intellectual property, accept money, hire someone, promise a customer something, sign a vendor agreement, or give another person authority to act.
27 named situations in 6 groups
In this domain
Explore what preparedness looks like.
A founder creates legal consequences from the first conversation about ownership through financing, hiring, commercial growth, governance, acquisition, succession, or wind-down. The same pattern runs through all of them. Establish the record, understand the choices, preserve control, execute deliberately, and stay ready for the next consequential moment.
These examples are a starting point for the many situations a company meets as it takes shape and grows.
On this page
01 · 5 situations
Formation, ownership and founder control
The handshake before incorporation
The situation
Two founders have agreed to split the company evenly but have not decided vesting, roles, decision rights, departure consequences, or what happens at deadlock.
With Briefcase
Briefcase surfaces the decisions that belong in the founder agreement, explains why each matters, records the founders' choices, and prepares the agreement to review and sign.
Control hidden inside ordinary paper
The situation
A founder focuses on valuation while voting thresholds, protective provisions, board composition, drag-along rights, and information rights quietly reshape who controls the company.
With Briefcase
Briefcase connects each term to the decisions it controls, from voting thresholds to drag-along rights, and compares the proposed structure with what the founder said matters most.
Contributions nobody documented
The situation
Code, a domain, customer relationships, cash, and prior work enter the company informally.
With Briefcase
Briefcase inventories each contribution, names the ownership question it raises, and keeps the record.
The cap table as a legal record
The situation
Equity promises live in email, a spreadsheet, and unsigned grant paperwork.
With Briefcase
Briefcase reconciles promises with approvals and signed documents, and exposes the gaps.
Founder departure before anyone planned for it
The situation
A founder leaves while holding unvested equity, company access, confidential information, and disputed IP.
With Briefcase
Briefcase surfaces the agreements that govern the departure, coordinates what has to happen, and keeps the decision record.
02 · 5 situations
Fundraising and investor readiness
Understand the term sheet before the clock starts
The situation
A founder receives a short deadline and a term sheet where the economic terms and the control terms move together.
With Briefcase
Briefcase explains each term in context, shows how they interact, and prepares the questions or revisions.
The standing fundraising room
The situation
The company maintains a diligence-ready record before outreach begins.
With Briefcase
Briefcase keeps the record organized, flags gaps, and opens investors only what is chosen.
Investor questions answered from the source
The situation
An investor asks about revenue concentration, IP ownership, a material contract, or the forecast.
With Briefcase
Briefcase answers from the materials that investor may see, cites the source, and routes the rest to an owner.
Parallel diligence without disclosure sprawl
The situation
Several investors review the company at once with different access, expiration, and follow-up needs.
With Briefcase
Briefcase keeps one company record, opens a scoped room per investor, tracks requests, and records what each party saw.
Closing as coordinated work
The situation
Financing documents, signatures, consents, conditions, and post-closing obligations cross founders, counsel, the board, and investors.
With Briefcase
Briefcase sequences the work, executes the final documents, preserves the exact versions, and moves every continuing obligation into the standing record.
03 · 4 situations
People, equity and intellectual property
The first employee package
The situation
The company needs an offer, confidentiality and invention assignment, equity documents, and policy acknowledgments that reflect the choices the founder makes.
With Briefcase
Briefcase explains the decisions, prepares the offer, assignment, equity documents, and acknowledgments, routes them for review, executes them, and keeps the completed record.
Contractors who built the product
The situation
Contractors built critical parts of the product before anyone signed an assignment.
With Briefcase
Briefcase ties each contributor's work to its agreement, surfaces the gaps, and coordinates the fix.
Equity deadlines that outlive onboarding
The situation
Vesting, exercise, election, approval, and expiration dates sit scattered across plans and grants.
With Briefcase
Briefcase makes the full document set answerable and keeps every consequential date visible to the person who owns it.
A policy that has to work in practice
The situation
A handbook rule, security policy, approval process, or leave procedure affects several functions.
With Briefcase
Briefcase makes the materials answerable, routes each question to the right policy and owner, and keeps the exceptions.
04 · 5 situations
Customers, vendors and routine agreements
The contract you sign every week
The situation
The company needs an NDA, contractor agreement, statement of work, referral agreement, or other routine contract.
With Briefcase
Briefcase gathers the business terms, explains the choices that matter, prepares the structure chosen, and supports review and signature.
The customer paper that changes the risk
The situation
A customer substitutes its own MSA with broader indemnity, security commitments, service levels, or ownership terms.
With Briefcase
Briefcase compares it against the company's own position and policies, explains every difference, and coordinates the negotiation.
Vendor obligations across functions
The situation
Procurement signs terms that create work for security, finance, privacy, legal, and operations.
With Briefcase
Briefcase pulls each obligation into the record, assigns an owner, watches the dates, and keeps the clause attached.
Renewal before leverage disappears
The situation
An auto-renewal, termination window, price increase, or minimum commitment approaches.
With Briefcase
Briefcase surfaces the clause and the deadline, shows the paths, and prepares the notice or negotiation.
One promise, several documents
The situation
Sales materials, the order form, MSA, security exhibit, privacy terms, and implementation plan describe the same commitment differently.
With Briefcase
Briefcase reads them together, surfaces every inconsistency, names the owner of each, and preserves the approved position.
05 · 4 situations
Governance and cross-functional operations
The board room that remembers
The situation
Directors need the packet, prior decisions, approvals, conflicts, and open work without access to the entire company workspace.
With Briefcase
Briefcase prepares the meeting, provisions access, answers questions from the authorized record, records the decisions, and carries the tasks forward.
Policies, procedures, and playbooks as operating intelligence
The situation
Leadership, people, finance, legal, security, sales, and operations each hold part of the answer.
With Briefcase
Briefcase connects the governing materials in one permission-aware room, so leaders can ask what applies and assign it.
The incident that tests the preparation
The situation
A security event, workplace complaint, customer escalation, regulatory inquiry, or business interruption activates several playbooks and agreements at once.
With Briefcase
Briefcase opens a controlled response room from the standing foundation, identifies the obligations that apply, preserves the evidence, assigns owners, and keeps the decision log.
Professional judgment without surrendering the company record
The situation
Outside counsel, an accountant, a security advisor, or another specialist needs a defined slice of the issue.
With Briefcase
Briefcase invites the professional into a scoped room with the relevant record, and keeps the work in the company's foundation.
06 · 4 situations
Diligence, acquisition, exit and wind-down
Diligence-ready before the buyer appears
The situation
With a clean, answerable record, the company answers an acquisition, financing, audit, or strategic partnership without weeks of reconstruction.
With Briefcase
Briefcase maintains the standing record, surfaces the gaps as they appear, and opens the scoped external room the moment the opportunity arrives.
Change of control across every contract
The situation
Customer, vendor, financing, lease, licensing, and equity documents each set their own consent and termination consequences.
With Briefcase
Briefcase reads them together, identifies every required consent and counterparty, and coordinates the closing plan.
Founder, employee, and investor interests at exit
The situation
Waterfalls, preferences, acceleration, option treatment, retention, and board approval interact.
With Briefcase
Briefcase makes the controlling documents understandable together and preserves each authorized decision.
An orderly wind-down
The situation
The company must address employees, taxes, creditors, customers, vendors, data, assets, filings, and retained obligations in the correct sequence.
With Briefcase
Briefcase coordinates the work in sequence, prepares the communications and documents, preserves the approvals, and keeps the founders' personal exposure visible.
Through lines
What stays true across every situation here.
- The founder often discovers the missing agreement, approval, assignment, or control right when an investor, employee, customer, or acquirer supplies the deadline.
- The company record and the founder's personal legal life intersect without becoming one data set.
- The document you sign on day one governs the day you leave.
Start with the situation you are in, or the one you want to be ready for.
Join the waitlist and Briefcase will be in touch as access opens.
Pilots start as early as October 1, 2026.