Administration

About this category:

Administration documents are legal documents that are used to manage and record the activities of an organization. Examples of administration documents include contracts, policies and procedures, employee handbooks, financial statements, minutes of meetings, and other records of organizational activities. These documents are important for ensuring compliance with legal requirements and providing evidence of the organization's activities.

Templates in this category:

204h Notice

This template notice informs participants of a reduction or elimination of retirement benefits under ERISA.

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404c Notice

This template notice provides fiduciary protection for plan fiduciaries under ERISA Section 404(c) against investment losses resulting from a plan participant's or beneficiary's control over their individual account.

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Acceptance of Trusteeship (Georgia)

This document is a template for accepting an appointment as trustee of a revocable or irrevocable inter vivos trust or a testamentary trust in Georgia.

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Acknowledgment of Disclosure Regarding Attorney or Relative of Attorney as Trustee (Florida)

This document template outlines the necessary disclosures that must be made to the trust creator before the attorney (or relative of the attorney) can be appointed as trustee and receive compensation.

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Action to Nonvoting and Nonconsenting Shareholders (Virginia) Notice

This document is a notice informing nonvoting and nonconsenting shareholders of actions taken by written consent without a formal meeting or vote under Virginia law.

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Affidavit of Death of Trustee (California)

This template provides a California affidavit to establish the death of a trustee, perfect the chain of title, and reflect the successor trustee's legal ownership of the real property, with integrated notes and drafting tips.

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Affidavit of Mailing of Intention to Foreclose and of Deficiency After Foreclosure of Mortgage (Massachusetts) Notice

This template provides a form of affidavit to certify a lender's compliance with the statutory requirements for providing notice of intent to foreclose and seek recovery for any deficiency of the secured debt in Massachusetts.

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Affidavit of Out-of-State Attorney to Support a Pro Hac Vice Motion: Admission in New York State Court

This affidavit is used by non-New York attorneys to gain admission to a New York state court.

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Affidavit of Service of Filing (Mechanics' Lien Claim) (Pennsylvania) Notice

This document is a template form of affidavit verifying service of a notice of filing of a mechanics' lien claim in Pennsylvania for improvements to privately owned real property.

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Agency's Brief in Response to Complainant's Appeal of an Agency Final Action: EEOC OFO

This template provides a brief in response to a complainant's appeal of an agency's final action to the EEOC OFO, and is applicable to federal sector EEO administrative complaints filed under Title VII, the Rehab Act, the ADEA, or the GINA in federal agency workplaces.

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Agency's Response to Complainant's Motion: Default Judgment: EEOC

This template provides a response to a complainant's motion for default judgment for a federal agency's failure to complete a timely investigation in federal sector EEO cases under Title VII, the Rehab Act, the ADEA, or GINA.

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Agenda for Annual Sharesholders' Meeting

This document is a template form of agenda for the annual Shareholders' meeting of a public company.

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Agenda for Initial Estate Planning Meeting

This document template provides a checklist for counsel to use during an initial estate planning conference with a client to ensure all essential issues are addressed and to serve as a reminder of any issues not discussed.

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Allonge to Promissory Note (Commercial Property Loan) (Illinois)

This online document is a template for an allonge used to transfer a negotiable promissory note in Illinois for commercial properties.

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Amendment (Letter Contract)

This document is a simple letter contract amending an existing contract between two parties in a commercial transaction.

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Amount Due under Mechanics Lien (Subcontractor's 90-Day Notice) (Illinois) Notice

This template is a notice of claim for lien and amount due for work or materials furnished for privately owned property in Illinois, as required by the Illinois Mechanics Lien Act.

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Annual Shareholders' Meeting (California) Notice

This document is a template form of notice and agenda for an annual shareholders' meeting of a California corporation.

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Annual Shareholders' Meeting (Florida) Notice

This document is a template form of notice and agenda for an annual meeting of shareholders of a Florida corporation.

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Annual Shareholders' Meeting (Georgia) Notice

This document is a template form of notice and agenda for an annual meeting of shareholders of a Georgia corporation.

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Annual Shareholders' Meeting (New York) Notice

This document is a notice of an annual shareholders' meeting for a New York corporation, outlining the agenda for the meeting.

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Annual Shareholders' Meeting (Pennsylvania) Notice

This document is a template form for the notice and agenda of an annual meeting of shareholders of a Pennsylvania business corporation.

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Annual Shareholders' Meeting (Texas) Notice

This document is a template form for a notice and agenda for an annual meeting of shareholders of a Texas corporation.

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Anti-Coercion Statement (Florida)

This template provides a notice required by Florida law to be given to a borrower in a mortgage loan transaction, commonly referred to as an anti-coercion statement, with integrated notes and drafting tips.

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Appeal (NY Court of Appeals) Notice

This document is a notice of appeal to the New York State Court of Appeals from a civil action or proceeding that began in the New York State Supreme Court.

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Appearance (Federal) Notice

This document is a template Notice of Appearance that can be used by counsel in federal civil litigation.

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Appearance (New York) Notice

This template provides an online document for a defendant to use in a civil action in New York state supreme court, including alternative language for a demand for the complaint under CPLR 3012 and a notice of appearance under CPLR 320.

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Appearance (Texas) Notice

This template notice of appearance is used to inform the court, parties, and lawyers of a new attorney's involvement in a Texas district or county court case.

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Appearance and Designation of Email Addresses (Florida) Notice

This template notice of appearance is used to inform the court and parties of an attorney's involvement in a Florida state court case and meet the email designation requirements of Florida Rule of General Practice and Judicial Administration 2.516.

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Application for Employment (Florida)

This online document is an employment application template for private sector workplaces based on federal and Florida law, with integrated notes and explanations.

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Application for Employment (Illinois)

This online document is a template for an employment application intended for private sector workplaces, based on federal and Illinois law, with consideration for local law.

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Application to File Amicus Curiae Brief: 2d DCA (California)

This document is a template application for permission to file an amicus curiae brief in an unlimited civil case in California's Second District Court of Appeal.

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Appraisal Demand Notice

This template provides a notice for a shareholder of a Delaware private corporation to demand appraisal of their shares.

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Articles of Dissolution (New York)

This document is a certificate of termination for the dissolution of a New York LLC under the New York Limited Liability Company Law.

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Assignment (California) Notice

This form letter is used to notify the non-assigning party of an assignment of a contract under California law.

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Assignment (New York) Notice

This form letter is used to notify the non-assigning party of an assignment of a contract under New York law.

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Assignment (Texas) Notice

This form letter is used to notify the non-assigning party of an assignment of a contract under Texas law.

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Assignment of Accounts Receivable (Assignee to Non-Assigning Party) Notice

This form letter serves as notice that the seller has assigned their right to receive payment for goods to the assignee.

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Assignment of Accounts Receivable (Assignor to Non-Assigning Party) Notice

This form letter notifies the buyer that the seller has assigned its right to receive payment for the goods to a third party.

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Attorney Affirmation in Support of Motion to Cancel Pendency (New York) Notice

This online document is an attorney affirmation in support of a motion to cancel a lis pendens under New York law for a Supreme Court action.

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Auction and Sale Hearing (Delaware) Notice

This template provides notice of the procedures and schedule for an auction and court approval of a section 363 sale of property out of the ordinary course of business in the US Bankruptcy Court for the District of Delaware.

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Auction and Sale Hearing (SDNY) Notice

This template provides notice of the procedures and schedule for an auction and bankruptcy court approval of a section 363 sale of property out of the ordinary course of business in the US Bankruptcy Court for the Southern District of New York (SDNY).

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Audit Committee Self-Evaluation

This template form is a questionnaire for the self-evaluation of the audit committee of a company's board of directors, which is required annually for NYSE-listed companies and is often adopted by Nasdaq companies.

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Blackout Notice

This template provides notice of blackout periods to participants and beneficiaries whose rights under the plan will be temporarily suspended, limited, or restricted.

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Board Resolution Authorizing Chapter 11 Filing

This document provides a template form for a board resolution authorizing a company to commence a Chapter 11 case, with integrated notes and drafting tips.

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Board Self-Evaluation

This template form provides a questionnaire for the self-evaluation of a company's board of directors, which is required by NYSE-listed companies at least annually and is often adopted by Nasdaq companies.

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Board of Directors Meeting (California) Notice

This document is a template form of notice and agenda for a meeting of the board of directors of a California corporation.

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Board of Directors Meeting (Florida) Notice

This document is a template form of notice and agenda for a meeting of the board of directors of a Florida for-profit corporation.

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Board of Directors Meeting (New Jersey) Notice

This document is a template form providing notice and agenda for a meeting of the board of directors of a New Jersey corporation.

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Board of Directors Meeting (New York) Notice

This document is a template form of notice and agenda for a meeting of the board of directors of a New York for-profit corporation.

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Board of Directors Meeting (Pennsylvania) Notice

This document provides a template for a notice and agenda of a meeting of the board of directors of a Pennsylvania corporation.

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Board of Directors Meeting (Texas) Notice

This document is a template form providing notice and agenda for a meeting of the board of directors of a Texas corporation.

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Board of Directors Meeting Notice

This document is a template form of notice and agenda for a meeting of a corporation's board of directors.

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Bring Down Due Diligence Questions

This document provides an outline list of questions to guide a due diligence call for registered or unregistered securities offerings.

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Broker-Dealer Financial Filings Schedule

This template outlines the financial filings that broker-dealers must submit to the SEC and FINRA.

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Business Records Certification (Florida)

This document is a template business records certification for use in Florida circuit court civil litigation to authenticate business documents and admit them into evidence.

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Business Records Certification (Illinois)

This document is a template business records certification for use in Illinois circuit court civil litigation to authenticate business documents and admit them into evidence.

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COBRA Election Notice

This template provides employees and their dependents with the necessary documents to exercise their COBRA rights under the ACA, and includes integrated notes with important explanations and drafting tips.

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COBRA Qualifying Event Notice (Provided by Covered Employee or Qualified Beneficiary)

This document is a notice from a COBRA-covered employee or beneficiary to the plan administrator regarding a qualifying event.

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COBRA Second Qualifying Event Notice

This document is a notice from a COBRA-covered employee or beneficiary to the plan administrator regarding a second qualifying event.

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CPLR Article 78 Proceedings: Petition Notice

This document is a template notice of petition for commencing a special proceeding under Article 78 of the CPLR in New York State Supreme Court.

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CPLR Article 78 Proceedings: Verified Petition

This document is a template verified petition to commence a special proceeding under Article 78 of the CPLR in New York State court.

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CPSC-Compliant Social Media Recall Notice to Consumers

This online document is a template social media recall notice that meets the CPSA and CPSC standards for notifying consumers of a product recall.

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Cancellation of Auction and Designation of Stalking Horse Bidder as Successful Bidder (Delaware) Notice

This template is used to cancel an auction and designate a stalking horse bidder as the successful bidder in a Chapter 11 case in the US Bankruptcy Court for the District of Delaware when no qualified competing bids are submitted.

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Cancellation of Auction and Designation of Stalking Horse Bidder as Successful Bidder (SDNY) Notice

This template is used to cancel an auction and designate a stalking horse bidder as the successful bidder in a Chapter 11 case in the US Bankruptcy Court for the Southern District of New York when no qualified competing bids are submitted.

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Cancellation of Auction and Designation of Stalking Horse Bidder as Successful Bidder Notice

This template provides a notice of cancellation of auction and designation of stalking horse bidder as the successful bidder in a Chapter 11 case in the US Bankruptcy Court when no qualified competing bids are submitted.

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Cancellation of Preliminary Mechanic's Lien Rights (Georgia) Notice

This document is a cancellation of lien rights for a lien claimant in Georgia who has received final payment for labor, services, or materials provided for the improvement of privately owned real property.

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Cease and Desist Letter to Former Employer Plaintiff-Side

This template provides a cease and desist letter for a plaintiff's attorney to send to a plaintiff's former employer, with integrated notes and drafting tips.

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Certificate of Authorship (Company-friendly, Direct Hire)

This document is a template for a Certificate of Authorship (COA) that transfers rights from an independent contractor to a studio or production company for use in entertainment productions such as TV, movies, social media, or commercials.

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Certificate of Authorship (Company-friendly, Loan-Out)

This document is a template for a Certificate of Authorship (COA) that transfers rights in the services of an independent contractor writer to a studio or production company for use in entertainment productions such as TV, movies, social media, or commercials.

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Certificate of Change: Change of Address (by Agent) (New York)

This certificate is used to update the registered agent's address for a New York corporation, or to provide the address to which the SOS must mail a copy of any process served on the corporation.

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Certificate of Change: Registered Agent (Domestic Corporation) (New York)

This document is a certificate of change for a New York for-profit corporation, which must be filed with the DOS to designate, change, or revoke a registered agent's authority.

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Certificate of Conference (Federal)

This template certificate is used to demonstrate compliance with federal civil litigation rules that require parties to confer before filing certain motions.

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Certificate of Correction of Articles of Incorporation (California)

This document template provides a way to correct inaccuracies, errors, or defects in the articles of incorporation for a California corporation, with integrated notes and drafting tips.

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Certificate of Correction of Certificate of Formation: Corporation (Texas)

This document is a certificate of correction to fix any mistakes in the certificate of formation of a Texas corporation.

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Certificate of Correction of Certificate of Formation: Limited Liability Company (Texas)

This document is a certificate of correction to amend errors or defects in the certificate of formation of a Texas LLC.

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Certificate of Correction of Certificate of Incorporation (Delaware)

This document is a certificate of correction to fix any errors or defects in the certificate of incorporation of a Delaware corporation.

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Certificate of Correction of the Certificate of Incorporation (New York)

This document is a certificate of correction to amend errors or incorrect statements in the certificate of incorporation of a New York corporation.

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Certificate of Dissolution (Delaware): Corporations

This document is a certificate of dissolution for the dissolution of a Delaware corporation under Section 275 of the Delaware General Corporation Law (DGCL).

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Certificate of Dissolution: Corporations (California)

This document is a certificate of dissolution for the voluntary dissolution of a California corporation under the California Corporations Code.

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Certificate of Dissolution: Corporations (New York)

This document is a certificate of dissolution for the voluntary termination of a New York for-profit corporation under the NYBCL.

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Certificate of Election to Wind Up and Dissolve: Corporations (California)

This document is a certificate of election to dissolve a California corporation under the California Corporations Code.

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13
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Certificate of Engagement (Company-friendly, Direct Hire)

This document is a template for a Certificate of Engagement (COE) that transfers rights to a studio or production company for services of independent contractors in the entertainment industry.

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Certificate of Engagement (Company-friendly, Loan-Out)

This document is a certificate of engagement (COE) that transfers rights in the services of an independent contractor (talent) to a studio or production company for an entertainment production.

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10
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Certification of Authenticity For Records of Regularly Conducted Activity by FRE 902(11) & FRE 902(12)

This template certification is used to authenticate domestic and foreign records of a regularly conducted activity in federal civil litigation according to Federal Rules of Evidence (FRE) 902(11) or FRE 902(12).

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Certification of Authenticity For Records of Regularly Conducted Activity in Criminal Proceedings

This is a template certification for authenticating domestic and foreign records of a regularly conducted activity under FRE 902(11) or 18 U.S.C. § 3505 for use in federal criminal proceedings.

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Certification of Business Records (New York)

This template certification is used for producing business records in response to a subpoena duces tecum or an informal request in a New York state court.

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Certification of Diligent Inquiry (Residential Foreclosures) (New Jersey)

This document is a certification of diligent inquiry that must be attached to a residential mortgage foreclosure complaint in New Jersey.

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Certification: General (Illinois)

This document is a template certification for use in Illinois circuit court civil litigation, which can serve as a sworn document in place of an affidavit.

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Certification: General (New Jersey)

This online document is a certification for general use in the state of New Jersey.

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Chapter 11 Individual Debtor Questionnaire

This questionnaire requests preliminary information from an individual debtor to prepare a Chapter 11 petition and assess eligibility for a small business case under the SBRA.

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Citizen Comment Policy For Local Government Board Meetings

This policy outlines measures for conducting efficient public meetings while protecting the First Amendment rights of citizens who wish to comment.

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Civil Appeals: Appeal (Ohio) Notice

This document is a notice of appeal to commence an appeal as of right in a civil action in an Ohio court of common pleas to an Ohio court of appeals.

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Claim (New York) Notice

This document is a template notice of claim that a claimant may serve on a New York government entity to fulfill the condition precedent of giving written notice before bringing suit.

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Claim Construction Expert Declaration Re:Patents

This document template provides an expert declaration in support of a patent infringement lawsuit, outlining the expert's background and qualifications, the technology involved, the patent and its prosecution history, claim construction principles, and proposed constructions.

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Claim: Claims-Made Liability Policy Notice

This template is a form letter for a policyholder to notify their liability insurer of a third-party claim that may be covered by their insurance policy.

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Client Intake Form: USPTO Representation (Patent)

This template provides patent counsel with a way to obtain and record necessary information for an initial consultation with a potential client, allowing them to properly represent the client before the USPTO and avoid any conflicts.

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Client Letter: Allowed Patent Application

This template letter informs the client of a USPTO allowance of a utility patent application, provides the issue fee amount and due date, and requests authorization to pay the fee and instructions for filing a continuing application.

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Client Letter: Final Patent Examiner Office Action

This template letter provides patent counsel with a summary of the USPTO's final office action, the examiner's reasons for rejection, and the client's options and counsel's recommendations for response.

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Client Letter: Issued US Patent

This template letter provides patent counsel with a guide to report to a client on the issuance of a patent from the USPTO, including its enforceable term, maintenance fees, and US family status, as well as any errors and correction recommendations.

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Client Letter: Non-Final Patent Examiner Office Action

This letter informs the client of a USPTO non-final office action rejecting a utility patent application, summarizing the office action and its parts, and seeking the client's response instructions.

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