MikeA legal AI workspace for franchise law firms
Franchise firms use Mike to update disclosure documents, compare franchise agreements with the disclosure items they must match, track state addenda, and review transfers and renewals. Every answer cites the section and page it came from, so a lawyer can verify it before a document goes to a prospect.
Updated
Attorney: Do the initial fees in the draft disclosure document match the franchise agreement? Mark up any difference.
Mike: The fees do not match. Item 5 of the draft disclosure document states an initial franchise fee that is lower than the fee in the agreement [1], and Section 3.1 of the agreement adds a separate training fee [2] that Item 5 does not mention [3]. I marked up Item 5 to include both amounts for your review.
- [1] Franchise disclosure document, draft, Item 5, p. 14
- [2] Franchise agreement, § 3.1, p. 7
- [3] Franchise disclosure document, draft, Item 5, p. 15
Mike created Brightside Item 5 markup.docx.
Example matter. Names and documents are fictional.
Franchise work depends on consistency across many documents. The disclosure document, the agreement, the operations manual references and each state addendum have to agree, and they change every year. Mike reads the set together, shows where the fees, territory or term differ, and drafts the conforming edits in Word.
Cuanto Labs loads your disclosure document template, base franchise agreement and state addenda into Mike and connects it to the folders where franchisor and franchisee files live. Client programs stay within your firm's own installation.
What Mike does for your practice
- Annual disclosure updates
- Mike compares last year's disclosure document with the client's current agreements, financial statements and operating records, lists what changed, and drafts the updated items in your firm's template with tracked changes.
- Agreement to disclosure conformity
- Mike checks that fees, territory, term, renewal and transfer terms in the franchise agreement match what the disclosure document says, item by item, and flags each difference with both pages cited.
- State addenda comparison
- Tabular Review pulls the required changes from each state addendum and rider into one table by state, so a lawyer can see what differs from the base agreement and what each state requires on termination, renewal and venue.
- Franchisee agreement review
- For franchisee-side lawyers, Mike reads the agreement and disclosure document and reports on fees, personal guaranties, territory protection, transfer limits, termination and post-term restrictions, with clause references.
- Transfer, renewal and termination letters
- Mike drafts consent, renewal and default notices from your forms, filling dates, cure periods and notice addresses from the agreement and checking each against the contract's notice requirements.
- Franchise dispute research
- Mike searches case law through CourtListener on questions such as the enforceability of post-term covenants or what counts as good cause for termination, reads the opinions, and checks each case citation against CourtListener.
How we set it up for your firm
- Disclosure item template
- We load your disclosure document template with the item structure and drafting conventions you use, so Mike's drafts follow your order and language.
- Annual update workflow
- We turn your yearly update checklist into a saved workflow, so each client program gets the same review before renewal filings.
- State comparison table
- We build a Tabular Review template with the provisions you track in each state addendum, set to match how your team maintains its state chart.
- Agreement and notice forms
- We load your base agreement, riders and the consent, renewal and default notice forms, with notice addresses and cure periods treated as fields to fill from the contract.
- Franchisee-side checklist
- For franchisee firms, we build a review checklist covering fees, guaranties, territory, transfer limits and post-term restrictions.
Questions attorneys ask
Can Mike draft a franchise disclosure document?
Mike drafts items and sections from your firm's template and the client's documents, as a Word file with tracked changes against last year's version. It can summarize financial statements and agreements into the right items. A franchise lawyer reviews every item for accuracy and completeness, and decides what must be disclosed.
Does Mike know each state's franchise rules?
Mike works with the state addenda and materials you put in the matter folder, and we can connect research sources your firm subscribes to. It also searches published case law. State-specific registration and disclosure rules remain your lawyers' responsibility, and each cited source links back so it can be confirmed.
Can it help franchisees as well as franchisors?
Yes. A franchisee-side firm can ask Mike to read an agreement and disclosure document and report on fees, guaranties, territory, transfer and termination terms, then draft questions for the franchisor. The same tools serve either side, and we load the forms and checklists that match the side you represent. Disclosure obligations and risk allocation stay with the lawyer in either case.
How does it handle a multi-state program?
Tabular Review lets Mike read every state addendum and rider and fill one row per state with the provisions that differ from the base agreement. Attorneys sort and filter the table instead of flipping between documents. When the base agreement changes, Mike can re-run the review on the updated version.
Can Mike catch conflicts between the disclosure document and the agreement?
Yes. It reads the disclosure items on fees, territory, term, renewal and transfer next to the franchise agreement and lists each difference with both pages cited. It can also compare operations manual references when the manual is loaded. The lawyer decides which document should change, and Mike can draft the edit as a tracked change.
How does Mike check citations in franchise research?
Mike searches case law through CourtListener and checks each case citation against CourtListener before it appears in an answer. Registration statutes and state rules fall outside that check. They come from sources your firm connects during setup, and the lawyer confirms them against current text before they go into a disclosure document.
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Bring Mike to your firm.
Book a 30-minute call. Tell us about your practice and the systems your documents live in, and we'll come back with a setup plan for your firm.
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