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The Charter Point Assessment

Two versions. The five-minute one runs in your browser and costs nothing. The written one runs against your documents and produces a map. Both start the same way, which is honestly.

This page is general information for operators, current as of the date shown. It is not legal advice, and reading it does not create an attorney-client relationship. Specific facts change the answer.

The self-check

Twelve signals. It runs entirely in your browser, so your answers never leave this page. Signals, not legal advice.

0 of 12 answered

  1. Do you have paying customers on negotiated contracts, not just click-through terms?
  2. Has a customer ever sent you a security questionnaire or DPA?
  3. Do you have employees or contractors in more than one state or country?
  4. Has everyone who ever wrote code for the product signed an IP assignment?
  5. Do you have outside investors, whether SAFEs, notes, or a priced round?
  6. Could one person produce your complete cap table, with side letters, today?
  7. If your product calls third-party AI models, could you list every one of them and its data terms?
  8. Do your public claims about data retention match your vendor agreements?
  9. If you have a board, has it approved every option grant in writing?
  10. Did every founder file their 83(b) within 30 days, with proof?
  11. Is there a written plan for who does what in a data incident?
  12. Has a lawyer read your cyber insurance application?

12 questions to go.

The written assessment

This is the productized version of how every engagement begins. We run a fixed-scope review of your actual documents, covering entity and equity, the IP chain, customer and vendor paper, data and AI terms, and insurance. What comes back is a written exposure map, prioritized by severity, effort, and sequence.

  • Fixed scope, fixed fee: quoted on the scoping call and set before we start. If we go on to work together, it's credited against the engagement.
  • Typical turnaround: about two weeks from the document handoff.
  • Privileged: it's conducted under an engagement letter, so the findings stay protected.
  • Independent: many of the findings are things your own team can fix, and the report says which ones. No retainer required, and no obligation after.

What the deliverable looks like

A contract and a fountain pen on a desk at dusk
What the written assessment delivers: a prioritized, plain-language map of where you stand.

Fifteen minutes. No pitch.

You talk, we diagnose. You leave with the two or three exposures worth addressing first, along with a straight answer on whether you need counsel now, including "not yet."

Book the consultOr check where you stand first