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Free Legal Risk Self-Assessment Template

Score your exposure across contract, employment, regulatory and data-risk dimensions, then get an AI report flagging where legal attention is most needed.

4 risk dimensions
AI report
Live Preview

Quick answer

A self-scan across contract, employment, regulatory, IP, data and litigation exposure that scores each area into a report showing where legal attention is needed most; it flags risk, it is not a formal opinion.

Disclaimer: this page and its AI report are for self-reflection and process reference only. They do not constitute legal advice and are not a legal audit or diagnosis. Consult a qualified attorney before acting on any risk.

Methodology: dimensions are a structural adaptation of common legal-risk checklists, not an official standard; scores are indicative, not diagnostic.

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About this template

Small and mid-sized businesses often carry legal exposure they have never mapped. This self-assessment scores risk across contract terms, employment practices, regulatory obligations and data handling, then generates an AI report that flags where attention is most needed — a triage aid for deciding what to raise with counsel first.

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Live Preview

Sample form and AI report preview (live - fill it in to generate the report).

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Fill it in to see how responses flow.
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Sample AI report with dimension scores and prioritised next steps, printable as a PDF.
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Scan the QR on the report to start an AI consultant chat.
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What's Included

Everything you need to run this template.

1

Four risk dimensions

Contract, employment, regulatory and data risk scored 1–5.

2

Personalized AI report

A printable PDF flagging the highest-risk areas.

3

AI consultant chat

A QR on the report opens follow-up questions.

4

Editable risk areas

Match the dimensions to your industry.

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How It Works

From copy to deliverable in four steps.

1

Use this template

Copy it and set the risk dimensions for your business.

2

Rate each dimension

Score contract, employment, regulatory and data risk 1–5.

3

Generate the report

Auto-score and produce a personalized AI PDF.

4

Prioritise with the AI consultant

Scan the QR to decide what to raise with counsel first.

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Who Is This For

Pick your role — see how it fits your workflow.

1

Founders and owners

Surface blind spots before they become disputes.

2

Operations leads

Standardize how risk is reviewed across teams.

3

External counsel

Give clients a structured intake before an engagement.

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Key Features

What makes this template work as a professional deliverable.

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Sample Questions Inside

A preview of real questions — the full version adds scoring and a personalized report per respondent.

  1. How well are your contracts reviewed and up to date? (1–5)
  2. How solid are your employment policies and records? (1–5)
  3. How complete is your regulatory and licensing coverage? (1–5)
  4. How strong are your data-handling and privacy controls? (1–5)
  5. How quickly could you produce documents if asked? (1–5)
  6. Which risk area worries you most right now? (open)
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Frequently Asked Questions

What does a legal risk self-assessment actually measure?
It scores your exposure across dimensions such as contract terms, employment practices, regulatory obligations and data handling, producing an indicative profile of where risk concentrates.
Does the result replace a legal audit?
No. It is a self-reflection and triage tool, not a legal audit or diagnosis. Use the profile to prioritise what to raise with a qualified attorney.
What does the AI report show?
A printable PDF with your dimension scores, the highest-risk areas and suggested next steps to discuss with counsel.
Is there an AI consultant?
Yes. A QR on the report opens an AI consultant chat for follow-up questions.
Can I tailor the risk dimensions?
Yes. Rename, add or remove dimensions to match your industry and operations.
Is it free to run?
Yes. Copy it into your FormLM workspace, customize and share for free.

Map your legal exposure before it bites

Copy it, score the dimensions and get an AI report — free to start.