Program Description


Smart Business Plan Deluxe and Smart Attorney Deluxe, ideal for start-ups and existing businesses!

Creating customized business and marketing plans has never been easier!

If you're not sure where to begin, Smart Business Plan's "Smart Wizard" will guide you through the creation of a tailored business plan. This fully interactive software includes stand-alone applications for writing business plans, marketing plans and a financial advisor. Build a rock-solid business plan and learn how and where to obtain the dollars you need for your business. Create a strategic and vital marketing plan with up-to-the-minute web based market research.

Smart Attorney Deluxe 8.0 offers practical tools to aid in locating documents, which can then be used as is, or customized. Smart Attorney saves you time and can significantly minimize fees spent on legal review. There are over 3,800 customizable forms and letters, a legal dictionary with more than 2,500 common terms, and a powerful new search engine.

The built-in "Financial Advisor" can help you find the funding you need, and automated charts and graphs create a professional presentation to impress prospective investors.


Features


Business PlanModule
The Business Plan module offers the option of writing a plan for a “New” or “Existing” business for five different business sectors. Each module offers sample plans for each economic sector. The Business Plan module offers ten sample plans.

The Business Plan module has the option to create a plan in five different economic sectors:

	Service
	Manufacturing
	Wholesale Trade
	Retail Trade
	Custom

The following is a list of various Chapters and Sections featured in the Business Plan module:

	Executive Summary - Introduction - Mission Statement - Key Considerations - Marketing Objectives - Expected Accomplishments - Required Capital
	The Business - Purpose Statement - Description of the Business - History of the Business - Founder of the Business - Management & Operations - Regulations & Licensing - Objectives
	Market Analysis - Market Research - Target Market - Competition - Customer Profile
	Marketing - Objectives - Unique Selling Benefit - Selling Tactics - Pricing - Channels of Distribution - Advertising - Promotions - Publicity and Public Relations
	The Product - Product Decisions - Production - Inventory - Quality Control
	Finances - Assumptions - Sources and Uses of Capital - Balance Sheet - Cash Flow Statement - Income Statement - Break Even Analysis - Ratio Analysis - Start-Up Costs
	The Service - Service Description - Related Products
	Operations - Operations Analysis - Location & Facilities - Technology/R&D - Sourcing - Labor - Cost Control
	Risks - Description of Risks - Contingency Plans
	Conclusion - Justification for Loan/Investment/Etc. - Milestones/Implementation Timetable

Marketing Plan Module
The Marketing Plan module offers the option of writing a plan for five different business sectors. Plus, each module offers sample plans for each economic sector. The Marketing Plan offers five sample plans.

The Marketing Plan module has the option to create a plan in five different economic sectors as follows:

	Service
	Manufacturing
	Wholesale Trade
	Retail Trade
	Custom

The following is a list of various Chapters and Sections featured in the Marketing Plan module:

	Introduction - Executive Summary - Mission - Objectives
	The Business - Purpose Statement - Description of the Business - History of the Business - Founder of the Business - Management & Operations - Regulations & Licensing - Objectives
	Macroenvironmental Analysis - Economic Analysis - Industry Analysis - Legal Analysis - Socio-Cultural Analysis - Technological Analysis
	Market Analysis - Market Research - Target Market - Competition - Customer Profile
	Issues and Opportunities - Strengths - Weaknesses - Opportunities - Threats - Resulting Issues
	Goals - Financial - Marketing
	General Marketing Strategy - Target Market - Positioning
	Specific Marketing Strategy - Product, Branding, Packaging Strategy - Pricing Strategy - Distribution Strategy - Personal Selling Strategy - Advertising Strategy - Direct Marketing Strategy - Sales Promotion Strategy - Publicity and Public Relations Strategy
	Specific Marketing Program - Product, Branding, Packaging Programs - Pricing Programs - Distribution and Placement Programs - Personal Selling Programs - Advertising Programs - Direct Marketing Programs - Sales Promotion Programs - Publicity and Public Relations Programs
	Risk Analysis and Planning - Description of Risks - Contingency Plans - Research & Development - Marketing Research
	Implementation and Control - Sales Forecast - Marketing Budget & Income Statement - Monitoring of Programs

Additional Features


Business Plan Wizard
This interactive application steps you though inputting all the financial and marketing information required to produce your Business Plan. There you will find all the “Tables” and “Graphs” needed to complete your plan already made. You can then continue with writing text for each section using extensive instructions and examples and customizing your plan prior to compiling and printing the final plan.


Financial Advisor
The Financial Advisor is designed to ease the pressure of finding funding for your business. An easy-to-use interface provides you with quick access to a library of suggestions that will help you get the money needed for your business. Some of the topics are as follows: finding funding, private investors, traditional lenders, Small Business Administration (SBA), venture capitalists, steps to take before you apply for a loan, a state-by-state list of possible lenders, and much, much, more.




Smart Attorney Deluxe 8.0

This comprehensive software helps you minimize legal fees and maximize productivity.

Smart Attorney Deluxe 8.0 offers practical tools to aid in locating documents, which can then be used as is, or customized. Smart Attorney saves you time and can significantly minimize fees spent on legal review. There are over 3,800 customizable forms and letters, a legal dictionary with more than 2,500 common terms, and a powerful new search engine.

The My Favorites folder gives you quick access to your most frequently used documents, and quick preview menus help you easily find the form or letter you're looking for. Smart Attorney contains three main modules; Forms Library, Letters Library and Legal Dictionary. Customize the documents using the interactive capabilities of Smart Editor, and how to make full use of our comprehensive Legal Dictionary.

Features

Forms Library
Forms Library is designed to substantially reduce exposure to legal liability and expense by providing easy-to-use legal forms. Forms Library has more than 3200 business forms organized into 17 major categories. Template forms are provided for almost every area of business. Forms Library features a user-friendly layout to make selection of the desired form quick and simple. Each major category has it’s own icon.

Forms Library provides forms in 16 major categories, including:

• Money, Loan & Credit
  -Promissory Note - 12 form types
  -Promissory Note - 4 form types
  -Notice - 17 form types
  -Demand - 8 form types
  -Settlement/Agreement - 8 form types
  -Guarantee/Pledge - 10 form types
  -Subordination - 5 form types
  -Credit Application - 8 form types
  -Credit Action - 8 form types
  -Collection - 8 form types
  -Accounts - 13 form types
  -Financial Planning - 9 form types
  -UCC-Negotiable Instruments - 85 form types
  -UCC-Negotiable Installments - 8 form types
  -Other Forms - 16 form types
  
  
• Leasing
  -Pre-Tenancy - 11 form types
  -Contract Negotiation - 11 form types
  -Leasing Agreement - 23 form types
  -Notice to Tenant - 9 form types
  -Notice to Landlord - 8 form types
  -Cancellation/Waiver - 6 form types
  -State Specific Forms - 52 form types
  -UCC-Leasing Forms - 11 form types
  -Other Leasing Forms - 4 form types
  
  
• Construction
  -Contracts - 9 form types
  -Extra Work/Change Order - 3 form types
  -Release/Waiver - 4 form types
  -Mechanic Lien - 6 form types
  -Notice - 8 form types
  -Other Construction Forms - 6 form types
  
  
• Accounting
  -Accounts Receivable - 12 form types
  -Business Operations - 15 form types
  -General Ledger Related - 6 form types
  -Cash Disbursement/Purchasing - 14 form types
  -Month End Closing and Analysis - 15 form types
  -Other Accounting Forms - 13 form types
  
  
• Partnership Agreements
  -Agreements - 18 form types
  -Limitations - 10 form types
  -Accounting - 20 form types
  -Wages - 13 form types
  -Employment Agreements - 11 form types
  -Appointments - 9 form types
  -Partnerships-Amendments - 43 form types
  -Other Partnership Forms - 36 form types
  
  
• Real Estate
  -Construction - 12 form types
  -Notice - 6 form types
  -Boundaries - 24 form types
  -Purchase Bids - 16 form types
  -Buying and Selling Real Estate - 32 form types
  -Other Real Estate Forms - 34 form types
  
  
• Franchises
  -License - 2 form types
  -Corporate - 7 form types
  -Real Estate - 5 form types
  -Employment - 18 form types
  -Marketing- 10 form types
  -Trademark - 8 form types
  -Purchase - 8 form types
  -Accounting - 7 form types
  -Other Franchise Forms - 28 form types
  
  
• Bankruptcy
  -Bankruptcy Petitions - 32 form types
  -Trustee/Surety - 9 form types
  -Process - 21 form types
  
  
• Business & Trade
  -Notice to Buyer - 8 form types
  -Notice to Seller - 13 form types
  -Sales Contract - 11 form types
  -Security/Collateral - 4 form types
  -Breach - 6 form types
  -Notice of Bulk Transfers - 2 form types
  -UCC Shipping - 21 form types
  -UCC Shipping Notice - 3 form types
  -UCC Shipping Provisions - 5 form types
  -UCC Storage - 13 form types
  -UCC Storage Notice - 8 form types
  -UCC Storage Provisions - 22 form types
  
  
• Buying & Selling of Goods
  -Purchase/Sale - 14 form types
  -Order Fulfillment - 7 form types
  -Notice - 12 form types
  -Demand/Challenge - 6 form types
  -Bill of Sale - 7 form types
  -Inventory Movement/Valuation - 10 form types
  -Business Operations - 16 form types
  -UCC-Buy and Sell (Forms) - 59 form types
  -UCC-Buy and Sell (Sale) - 32 form types
  -UCC-Buy and Sell (Notices) - 45 form types
  -UCC-Buy and Sell (Buyers Notice) - 31 form types
  -UCC-Buy and Sell (Receiver) - 8 form types
  -UCC-Buy and Sell (Seller Notice) - 20 form types
  -UCC Provisions (Agreements) - 12 form types
  -UCC Provisions (Acceptance) - 9 form types
  -UCC Provisions (Shipment) - 54 form types
  -UCC Provisions (Buyer) - 30 form types
  -UCC Provisions (Seller) - 22 form types
  -UCC Provisions (Effects) - 5 form types
  -UCC Provisions (Risk of Loss) - 11 form types
  -UCC Provisions (Adjustment) - 9 form types
  -UCC Provisions (Payments) - 41 form types
  -UCC-Warranty Provisions (List 1) - 32 form types
  -UCC-Warranty Provisions (List 2) - 34 form types
  -UCC-Warranty Provisions (List 3) - 34 form types
  -UCC Provisions (Sales) - 29 form types
  -UCC Other Provisions (List 1) - 26 form types
  -UCC Other Provisions (List 2) - 42 form types
  -UCC Other Provisions (List 3) - 27 form types
  
  
• Human Resources
  -Employment Agreement/Contract Notice - 41 form types
  -Employee Reference/Preformance - 9 form types
  -Job Offer/ Announcement - 5 form types
  -Recruiting Personnel/Application- 21 form types
  -Resignation/Termination - 7 form types
  -Employee Records - 12 form types
  -Personnel Management - 11 form types
  -Other Employment Forms - 8 form types
  
  
• Corporate Forms
  -Articles - 14 form types
  -Bylaws - 8 form types
  -Minutes - 17 form types
  -Notice (Of Meeting) - 12 form types
  -Waiver of Notice - 10 form types
  -Agreement/Assignment - 12 form types
  -Voting/Proxy - 16 form types
  -Resignation/Share Purchase - 9 form types
  -Shareholder's Resolution - 43 form types
  -Director's Resolution - 129 form types
  -Limited Liability Company - 113 form types
  -Other Corporate Forms - 52 form types
  
  
• Intellectual Property
  -Copyrights - 15 form types
  -Trademark Applications - 17 form types
  -Trademark License - 16 form types
  -Trademarks - 22 form types
  -Patent Applications - 17 form types
  -Patent License - 8 form types
  -Patents - 44 form types
  
  
• Broker/Agency
  -Agency - 30 form types
  -Broker - 20 form types
  
  
• Family Law
  -Marriage/Separation - 34 form types
  -Domestic - 10 form types
  -Child Support - 4 form types
  -Parenting - 19 form types
  -Paternity - 6 form types
  -Adoption - 31 form types
  -Releases - 24 form types
  -Medical Forms- 27 form types
  
  
• Wills and Trusts
  -Wills - 15 form types
  -Living Wills -106 form types
  -Trusts - 36 form types
  -Codicil- Funeral - 9 form types
  -Codicils - 63 form types
  -Codicils - Bequests - 13 form types
  -Codicils - Gifts - 24 form types

Letters Library
Letters Library is designed to substantially reduce administrative workload in composing and editing everyday correspondence, allowing support personnel to concentrate on more productive activities. Letters Library has over 600 business letters organized into 12 major categories. These categories are designed to allow substantial diversity in business correspondence. Template letters are provided for almost every area of business.

Letters Library provides letters in 10 major categories, including:

• Human Resources
  -Employee Relations - 35 form types
  -Procedures and Policies - 11 form types
  -Benefits - 9 form types
  -Disciplinary - 5 form types
  -Dismissal - 5 form types
  -Reference/Request - 12 form types
  -Soliciting Employees - 12 form types
  -Applicant Letters - 12 form types
  
  
• Banking, Investment & Insurance
  -Banking - 4 form types
  -Investment - 7 form types
  -Insurance - 8 form types
  
  
• Payment, Credit & Collection
  -Company Credit - 11 form types
  -Customer Credit - 17 form types
  -Collection - 6 form types
  -Accounts Receivable - 19 form types
  -Accounts Payable - 7 form types
  
  
• Customer/Supplier Relations
  -Compliment - 7 form types
  -Announcement - 7 form types
  -Complaint - 4 form types
  
  
• Marketing & Advertising
  -Approach - 12 form types
  -Agency - 7 form types
  -Media - 5 form types
  
  
• Sales
  -Tools and Tactics - 13 form types
  -Follow-up - 13 form types
  -Staff - 13 form types
  
  
• Public Relations/Meeting
  -Agency - 4 form types
  -Media Relation - 14 form types
  -Interview - 8 form types
  -External PR - 12 form types
  -Goodwill PR - 12 form types
  -Fundraising - 10 form types
  -Meeting - Facilities - 5 form types
  -Meeting - Internal- 8 form types
  -Meeting - Clients
  
  
• Corporate
  -Notice - 9 form types
  -Shareholders - 6 form types
  -Other Corporate Letters - 10 form types
  
  
• Legal
  -Agreement - 8 form types
  -Action - 5 form types
  -Advice - 5 form types
  -Other Legal Letters - 2 form types
  
  
• Trade
  -Purchasing - 11 form types
  -Return/Refund - 5 form types
  -Shipping - 8 form types
  -Sales/Supply - 8 form types
  -Vendor - 15 form types
  -Proposal - 8 form types
  

Legal Dictionary
The Legal Dictionary is the powerful feature of Smart Attorney. It contains a listing of over 2500 commonly used legal terms and their respective definitions. The legal dictionary can be accessed from the following places, either through the main screen or through each seperate section.

Features

	Over 3,800 customizable forms and letters.
	Legal dictionary with more than 2,500 common terms.
	Powerful new search engine for quick, simple, and efficient access.
	"My Favorites" folder for quick access to your most frequently used documents.
	Quick preview menus to easily find the form or letter you're looking for.
	True 32-bit program offers full compatibility with Windows 95, 98, 2000, NT or XP

Screenshots

System Requirements


Windows 98/ME/XP