Sarah Chen
Meridian Legal LLP · San Francisco, CA
Workflow Rebuild
Specific evidence — not a self-rating
I rebuilt my entity formation pipeline around a Claude project loaded with my last 80 operating agreements and a structured intake schema. Founders fill out a 15-field form, Claude produces a first-draft op agreement, cap table memo, and 83(b) checklist within an hour. I review and redline rather than draft from scratch — turnaround moved from two weeks to three days.
Signature Prompt
A prompt they actually use in practice.
You are reviewing this operating agreement against the following multi-entity structure: [structure]. Identify every clause that conflicts with the holdco's economic rights or creates phantom income for the LLC members. Flag anything ambiguous and quote the exact text.
Workflow Areas
Tools: Claude · Harvey · Custom/API
All AI-assisted work is performed under attorney supervision and reviewed before delivery to clients.
Practice Areas
→Multi-Entity / Holding Company Architecture
LLC & Partnership Structuring
→ECVC (SAFEs, Priced Rounds)
→QSBS / C-Corp Structuring
Jurisdictions
Multi-State reach
Details
- Years Practicing
- 12
- Firm Size
- Boutique (5-15)
- Billing
- Fixed Fee
- Negotiation
- Direct and efficient
Verification
Profile reviewed within the last 30 days. All claims are current.
Links