USE CASE SCENARIOS

Real Business Situations Where Binding Docs Helps

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🔒  NDAS & CONFIDENTIALITY

Protecting Your Ideas, Data, and Trade Secrets

THE SITUATION:

You’re sharing sensitive information with a potential partner, investor, contractor, or client. Before any discussion, you need a Non-Disclosure Agreement. But NDAs vary enormously: one-way vs. mutual, scope of confidential information, duration, permitted disclosures, and remedies for breach. A weak NDA provides false confidence. A strong one protects everything that matters.

HOW BINDING DOCS HELPS:

Lewiz creates tailored NDAs based on your specific situation. Tell Lewiz what you’re sharing, with whom, and why — and it generates an NDA with the right scope, duration, and protections. For NDAs you’ve received, Lewiz reviews every clause and flags terms that could leave your information unprotected or restrict you unfairly.

DOCUMENTS YOU CAN CREATE OR REVIEW:

✓  Mutual NDA (two-way confidentiality)

✓  One-way NDA (discloser protection)

✓  Employee confidentiality agreement

✓  Contractor confidentiality agreement

✓  Investor NDA

✓  Board / adviser NDA

✓  NDA for mergers & acquisitions discussions

✓  Trade secret protection agreement

✓  Confidentiality clause review (within contracts)

✓  NDA breach notification letter

WHAT LEWIZ CAN DO FOR YOU:

🤖  Create NDAs tailored to your specific information and relationship

🤖  Explain the differences between mutual and one-way NDAs

🤖  Flag NDAs that are too narrow (leaving information unprotected) or too broad (restricting you unfairly)

🤖  Identify missing carve-outs for legally required disclosures

🤖  Check duration and survival clauses for adequacy

🤖  Review NDAs others have asked you to sign before you share anything

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🤝  SERVICE AGREEMENTS & CLIENT CONTRACTS

Getting Paid for the Work You Actually Do

THE SITUATION:

You’re providing services to a client — consulting, design, development, marketing, training, or any professional service. Without a clear service agreement, scope creep is inevitable, payment disputes are common, and your liability is unlimited. Many service providers work on verbal agreements or email confirmations — until a client refuses to pay or demands work beyond what was agreed.

HOW BINDING DOCS HELPS:

Lewiz creates service agreements that clearly define: scope of work, deliverables, timeline, payment terms, revision limits, IP ownership, liability caps, and termination provisions. For contracts clients send you, Lewiz reviews every clause and flags unfair payment terms, unlimited liability, excessive IP transfers, and one-sided termination rights.

DOCUMENTS YOU CAN CREATE OR REVIEW:

✓  Service agreement / master services agreement (MSA)

✓  Statement of work (SOW)

✓  Consultancy agreement

✓  Retainer agreement

✓  Project-based contract

✓  Service level agreement (SLA)

✓  Terms and conditions of service

✓  Client engagement letter

✓  Change order / scope variation form

✓  Service contract termination letter

WHAT LEWIZ CAN DO FOR YOU:

🤖  Create service agreements with clear scope, payment terms, and liability caps

🤖  Flag scope creep risks: vague deliverables, unlimited revisions, open-ended timelines

🤖  Identify unfair payment terms: net-90, pay-when-paid, contingency clauses

🤖  Check IP ownership clauses — ensure you retain rights to your methodology

🤖  Review liability caps and ensure they’re proportionate to the contract value

🤖  Set Financial Reminders for invoice dates and Action Reminders for deliverable deadlines

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👥  PARTNERSHIPS & SHAREHOLDERS

Structuring Business Relationships Properly

THE SITUATION:

You’re starting a business with a co-founder, taking on a partner, or bringing in shareholders. Everything is great when everyone agrees — but what happens when decisions diverge, one person wants out, or contributions become unequal? Without a partnership agreement or shareholders’ agreement, default company law rules apply — and they rarely match what the founders intended.

HOW BINDING DOCS HELPS:

Lewiz creates partnership and shareholder agreements that cover the issues founders forget until it’s too late: decision-making authority, profit sharing, exit provisions, deadlock resolution, non-compete obligations, and what happens if a partner dies or becomes incapacitated. Lewiz ensures the agreement matches your actual arrangement, not a generic template.

DOCUMENTS YOU CAN CREATE OR REVIEW:

✓  Partnership agreement

✓  LLP (Limited Liability Partnership) agreement

✓  Shareholders’ agreement

✓  Co-founder agreement

✓  Joint venture agreement

✓  Profit-sharing agreement

✓  Vesting schedule / equity agreement

✓  Deed of adherence (new partner/shareholder)

✓  Partnership dissolution agreement

✓  Deadlock resolution provisions

WHAT LEWIZ CAN DO FOR YOU:

🤖  Create agreements that cover decision-making, profit sharing, and exit provisions

🤖  Explain the difference between partnerships, LLPs, and shareholder structures

🤖  Include drag-along, tag-along, and pre-emption rights where appropriate

🤖  Draft deadlock resolution mechanisms: mediation, expert determination, shotgun clauses

🤖  Address death, incapacity, and retirement provisions

🤖  Set Action Reminders for annual partnership reviews and vesting milestones

📦  SUPPLIER & VENDOR CONTRACTS

Protecting Your Business in the Supply Chain

THE SITUATION:

You’re engaging suppliers, vendors, or subcontractors. They present their standard terms — written to protect them, not you. Payment terms might be inflexible, liability might be capped at a fraction of the contract value, termination might require excessive notice, and quality standards might be vague. Your supply chain is only as strong as your contracts.

HOW BINDING DOCS HELPS:

Lewiz reviews supplier contracts and flags terms that put your business at risk: inadequate quality standards, one-sided termination rights, excessive minimum commitment periods, auto-renewal traps, and liability caps that wouldn’t cover your losses. Lewiz helps you negotiate better terms by suggesting specific amendments.

DOCUMENTS YOU CAN CREATE OR REVIEW:

✓  Supplier agreement review

✓  Vendor terms and conditions review

✓  Subcontractor agreement creation

✓  Purchase order terms

✓  SLA (Service Level Agreement) review

✓  Distribution agreement review

✓  Wholesale agreement review

✓  Manufacturing agreement review

✓  Supply chain continuity agreement

✓  Supplier dispute / complaint letter

WHAT LEWIZ CAN DO FOR YOU:

🤖  Flag one-sided liability caps that wouldn’t cover your actual losses

🤖  Identify auto-renewal clauses and excessive minimum commitment periods

🤖  Check quality standards and remedies for non-conforming goods/services

🤖  Review termination provisions for both sides

🤖  Compare supplier payment terms against industry standards

🤖  Set Expiry Reminders for contract renewals and review dates

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💡  INTELLECTUAL PROPERTY

Protecting What Makes Your Business Unique

THE SITUATION:

Your business has intellectual property — whether you realise it or not. Your brand name, logo, product designs, software code, content, processes, and customer lists are all IP assets. Without proper documentation, employees and contractors might own the IP they create for you, competitors can copy your work, and partners can take your ideas. IP protection starts with documentation.

HOW BINDING DOCS HELPS:

Lewiz creates IP protection documents that establish clear ownership, usage rights, and enforcement mechanisms. It helps you identify what IP your business owns, create assignment agreements for work created by employees and contractors, and draft licensing agreements for IP you share commercially.

DOCUMENTS YOU CAN CREATE OR REVIEW:

✓  IP assignment agreement (employee)

✓  IP assignment agreement (contractor)

✓  Copyright assignment deed

✓  Trade mark usage agreement

✓  Licensing agreement (IP licence)

✓  Software licensing agreement

✓  Content licensing agreement

✓  IP ownership declaration

✓  Brand usage guidelines agreement

✓  IP infringement notification letter

WHAT LEWIZ CAN DO FOR YOU:

🤖  Create IP assignment clauses for employment and contractor agreements

🤖  Explain the difference between IP assignment, licensing, and joint ownership

🤖  Draft licensing agreements with proper scope, territory, and duration

🤖  Flag employment contracts that don’t include IP assignment provisions

🤖  Create cease-and-desist letters for IP infringement

🤖  Review IP provisions in contracts others send you

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👨‍💼  HIRING & HR DOCUMENTS

Employment Documents for Growing Businesses

THE SITUATION:

You’re hiring your first employee, bringing on contractors, or growing your team. You need employment contracts, offer letters, contractor agreements, and HR policies. Getting employment documentation wrong creates legal risk: tribunal claims, IR35 issues, and regulatory non-compliance. Many small businesses use informal arrangements until they’re forced to formalise — usually after a problem.

HOW BINDING DOCS HELPS:

Lewiz creates employment and HR documents that comply with UK employment law. From offer letters to disciplinary procedures, from contractor agreements to workplace policies. Lewiz ensures every document includes required statutory provisions and protects your business as an employer.

DOCUMENTS YOU CAN CREATE OR REVIEW:

✓  Employment contract (full-time / part-time)

✓  Offer letter

✓  Contractor / freelancer agreement

✓  IR35 status determination statement

✓  Employee handbook / policies

✓  Disciplinary and grievance procedures

✓  Workplace privacy notice (GDPR)

✓  Equal opportunities policy

✓  Health and safety policy

✓  Employee termination / dismissal letter

WHAT LEWIZ CAN DO FOR YOU:

🤖  Create compliant employment contracts with all statutory requirements

🤖  Explain the difference between employee and contractor status (IR35)

🤖  Draft contractor agreements that correctly reflect the working relationship

🤖  Create essential workplace policies: disciplinary, grievance, privacy, equal opportunities

🤖  Generate offer letters with proper terms and conditions

🤖  Set Action Reminders for probation reviews, contract renewals, and policy updates

📜  TERMS, POLICIES & COMPLIANCE

Documents Every Business Must Have

THE SITUATION:

Your business has legal obligations: terms and conditions for customers, a privacy policy (GDPR), cookie policy for your website, acceptable use policies, and industry-specific compliance documents. Many businesses launch without these — or use copy-pasted policies from other websites that don’t match their actual data practices. Non-compliance fines can be devastating.

HOW BINDING DOCS HELPS:

Lewiz creates business compliance documents tailored to your actual operations. It asks what data you collect, how you process it, what services you provide, and who your customers are — then generates documents that accurately reflect your business, not a generic template.

DOCUMENTS YOU CAN CREATE OR REVIEW:

✓  Terms and conditions (B2B)

✓  Terms and conditions (B2C / e-commerce)

✓  Privacy policy (GDPR-compliant)

✓  Cookie policy

✓  Acceptable use policy

✓  Refund and cancellation policy

✓  Website terms of use

✓  Data processing agreement (DPA)

✓  DPIA (Data Protection Impact Assessment) template

✓  Complaints procedure

WHAT LEWIZ CAN DO FOR YOU:

🤖  Create GDPR-compliant privacy policies based on your actual data practices

🤖  Draft terms and conditions tailored to your business model (B2B vs. B2C)

🤖  Explain Consumer Rights Act obligations for e-commerce businesses

🤖  Create data processing agreements for third-party data sharing

🤖  Review your existing policies for compliance gaps

🤖  Set Action Reminders for annual policy reviews and GDPR compliance audits

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⚠️  BUSINESS DISPUTES

Resolving Conflicts Before They Become Costly

THE SITUATION:

A client hasn’t paid. A supplier delivered substandard goods. A former partner is breaching a non-compete. A contractor is claiming IP ownership. Business disputes drain time, money, and energy. The outcome often depends on documentation: who has the contract, what does it say, and who can prove what was agreed.

HOW BINDING DOCS HELPS:

Lewiz helps you document and manage business disputes from the first letter to resolution. It drafts formal demand letters, breach of contract notifications, and complaint letters with proper legal references. For disputes heading to mediation or litigation, Lewiz helps prepare case documentation and evidence packs.

DOCUMENTS YOU CAN CREATE OR REVIEW:

✓  Formal demand letter / letter before action

✓  Breach of contract notification

✓  Late payment demand (with statutory interest)

✓  Complaint letter to supplier / vendor

✓  Contract termination for breach

✓  Mediation preparation documents

✓  Alternative dispute resolution (ADR) request

✓  Small claims court preparation

✓  Debt recovery correspondence

✓  Settlement negotiation letter

WHAT LEWIZ CAN DO FOR YOU:

🤖  Draft formal demand letters with correct legal references and deadlines

🤖  Calculate statutory late payment interest and compensation

🤖  Create breach of contract notifications with specific clause references

🤖  Help prepare mediation documents and settlement proposals

🤖  Build evidence packs with timeline, correspondence, and contract references

🤖  Set urgent Action Reminders for response deadlines and limitation periods

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BUSINESS LIFE EVENTS THAT TRIGGER DOCUMENT NEEDS

When Does Your Business Need Legal Documents?

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🚀  Starting a Business

Foundational documents set the framework for everything that follows. Get them right from day one.

Documents to prepare:

• Partnership / shareholders’ agreement

• Terms and conditions

• Privacy policy

• NDA template

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🤝  First Client

Your first client engagement needs a proper service agreement. Don’t rely on email confirmations.

Documents to prepare:

• Service agreement

• Statement of work

• Invoice template

• Payment terms

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👨‍💼  First Employee

Hiring triggers employment law obligations. Contracts, policies, and procedures are legally required.

Documents to prepare:

• Employment contract

• Offer letter

• Employee handbook

• Workplace policies

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📦  First Supplier Contract

Review supplier terms before signing. Their standard terms protect them, not you.

Documents to prepare:

• Supplier agreement review

• SLA review

• Payment terms check

• Termination clause review

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💡  Sharing Your Ideas

Before any pitch, discussion, or demo with a potential partner or investor, get an NDA signed.

Documents to prepare:

• NDA creation

• IP assignment review

• Pitch deck confidentiality

• Investor terms review

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📈  Scaling Up

Growth creates new document needs: additional contracts, updated policies, and compliance requirements.

Documents to prepare:

• Updated terms

• New supplier agreements

• HR policy updates

• Compliance review

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⚠️  Business Dispute

When things go wrong, documentation is your best defence. Act quickly and document everything.

Documents to prepare:

• Demand letter

• Breach notification

• Evidence pack

• Mediation preparation

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