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Handbook Preparation Service

Initial Review of Handbook
Send us your existing Handbook and accompanying policies, along with your employee headcount for each state.
Introductory Phone Call
(Typically 30 Minutes)
Introduction to our philosophy: A
Handbook that reflects your rules,
your values, and your culture.
You tell us your goals and concerns. Introduce us to your company culture. Outline options for a Handbook employees will read and use
Attorney Review of Handbook
Using the “red-line” feature in Word, we
track edits to your existing Handbook
and policies.
We add comments in the margins
explaining why changes were made, and
noting areas of legal noncompliance.
We create model policies and Handbook
language, focusing on readability and
Return of Handbook
We return to you a red-lined version of your Handbook and policies; a “clean” version, accepting all tracked revisions; and model
policies and state supplements for you to review and amend to fit your workplace. Everything is in Word. You can edit and
amend, and the final product is yours.
Wrap-Up Phone Call
(Typically 30 Minutes)
Take your time to carefully review our edits and
When you are ready, we can schedule a call to review your
questions or you can email short, individual questions as they
arise. Whatever works best for you.

The Handbook service covers many policies and practices addressed in the Diagnostic Compliance Audit service. Completing the Handbook and Audit services in tandem, or completing a Handbook update prior to the Audit allows for a more streamlined service, as the Handbook policies will have been reviewed and updated to insure full compliance. All of our services are protected by the Attorney/Client privilege and are indemnified.