Law practice
Charity & Not-for-Profit legal workflows
Guided Canadian charity & not-for-profit workflows for research, analysis, drafting, review and jurisdiction-specific legal work product.
2,526 indexed workflowsCanadian English and Quebec FrenchJurisdiction-specific
Representative legal work
Examples from the current indexed collections. TruLexa matches the workflow to the jurisdiction, matter record and requested work product.
Cra charitable registration package
Cra audit sanctions revocation response
Official donation receipting gift acceptance
Qualifying disbursements grants non qualified donees
Governance modernization bylaws articles board
Fundraising campaign contracts
Restricted gifts endowments charitable trusts
Mergers amalgamations restructuring dissolution
Annual compliance t3010 books records
Director officer duties conflicts minutes
Employment contractor volunteer payroll
Privacy donor data casl website crm
From matter record to legal work product
1
Scope
Jurisdiction, mandate, facts, sources and deliverable.
2
Analyze
Issues, evidence, governing law and unresolved gaps.
3
Produce
Research, draft, review, form or document automation.
4
Verify
Primary sources, requirements and professional approval.