A Practical Tool to Align Business Goals and Legal Needs

Quarterly Legal and IP Health Checklist

Each new quarter offers a natural reset point for your business. It is a chance to pause, reflect, and assess whether you are on track to achieve your goals. But too often, business owners overlook important legal and operational details until they create challenges down the road. By then, budgets shift, deadlines pile up, and opportunities may be lost.

The Quarterly Legal and IP Health Checklist was created to help you take a structured approach to reviewing your company’s progress while keeping legal considerations in mind. With this guide, you will be equipped to ask the right questions and make smarter adjustments for the quarter ahead.

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What You’ll Learn Inside

This checklist is designed around the areas that matter most to a business owner’s long-term success:


  •  Confirm whether new products, services, or programs are properly protected. Filing new applications when needed ensures your business assets are secure

  • Review how you are monitoring unauthorized use of your trademarks and copyrighted content. The guide includes suggestions such as Google alerts and working with an attorney to stop infringers

  • Keep your business filings and documentation up to date. From meeting minutes to Secretary of State deadlines, proper recordkeeping avoids penalties and future headaches

  • Check whether new hires or partners have been properly documented and that their level of access to confidential information is appropriate

  • Make sure contracts reflect recent changes and that all intellectual property created for your company belongs to you, whether produced by staff, contractors, or consultants


  • Ensure your policies are current and include riders that protect against risks such as infringement claims

Why This Resource Matters

Running a business means juggling many priorities. Without a simple framework to review both strategic and legal needs, critical details can slip through the cracks. This checklist helps you:

  • Protect your intellectual property and contracts.

  • Stay compliant with corporate requirements.

  • Strengthen your financial and operational foundation.

At Trestle Law, we created this tool to give business owners peace of mind while planning for growth.

Ready to Take Control of Your Quarter?

Do not wait until problems arise. Download the Business Quarterly Review Checklist today and get a clear, structured way to review your goals and protect your business.

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