For Lawyers: Registering Legal Counsel

Registering Counsel

These are the steps to complete the Register Legal Counsel workflow. 

1. The company will start the Register Legal Counsel workflow. This is required, as the platform will not allow the company to access many workflows without registering their lawyer (as explained here)
2. The company will input your contact information, including your first and last name, your email address, and the name of your law firm.
3. The platform will send an email inviting you to collaborate with the company, and will ask you to establish the Counsel Involvement Settings.
4. If you haven't done so yet, you will be asked to activate your account, and then you can begin collaborating immediately.
5. If desired, you or your client can upload your engagement letter into the company's Data Room.

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Fidelity Private Shares LLC provides cap table management and other administrative services to private companies and their equity compensation plans.
Fidelity Private Shares LLC

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