Carta Onboarding

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  • 1.  Legal team involvement

    Posted 09-07-2023 09:04

    Hello, 

    I've just started my onboarding process and I had my kickoff call with my implementations manager. I forgot to ask a question during the call: Do I have to involve my legal team during this process? I have to pay them hourly and it gets very expensive, so I'd like to take care of this myself if possible. 

    Thank you,



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    Dinorah Simoni
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  • 2.  RE: Legal team involvement

    Posted 10-24-2023 14:16

    While it is Carta's recommendation to include your legal team, you don't have to involve your legal team if you don't want to. We're happy to help you through the onboarding process to make sure that it's as simple and cost-effective as possible.



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    Carta Implementation
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