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Workflow: Generate Form 8-K language
Category: Draft
The
Generate Form 8-K Language
workflow simplifies and accelerates the process of drafting your SEC Form 8-K filing, based on Practical Law editorial guidance and gold standard precedent language.Features and benefits
- Provide relevant documents and instructions. CoCounsel will identify and extract the information from your documents that is most relevant to your filing.
- CoCounsel will retrieve editorial content and precedent language from Practical Law and draft your SEC Form 8-K filing, in a fraction of the time required for manual review and drafting.
- CoCounsel will also identify gaps and other potential areas for improvement in the draft filing, based on SEC regulations and industry standards.
Practice tips
- Tell CoCounsel chat about the event for which you need to file a Form 8-K. For example, "My company announced a merger, and I need to file a Form 8-K."
- Use the dropdown to select 1 or more items that are triggered by your event.
- WithinDescribe events or changes to report in this filing, add any details that may be helpful, such as dates, parties involved, exhibits, and potential impacts on the company.
- Optionally, upload documents. These can be documents that are typically attached as exhibits, as well as internal documents, emails, term sheets, previous filings, board resolutions, that contain details you would like included in the 8-K.
- Download your draft 8-K filing language as a Word document.
Limitations to keep in mind
- 8-K documents can be quite lengthy, so it can take CoCounsel a few minutes to generate outputs, particularly if you upload large documents as part of the prompt.
- The output will typically take between 1-3 minutes.
- Results are AI-generated. You will need to validate your outputs and reformat them prior to filing.
- The workflow requires a Practical Law subscription in addition to a CoCounsel subscription but is available to subscribed users in the CoCounsel user interface.
This article applies to:
- Product: CoCounsel
- Audiences: Legal professionals
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CoCounsel Skills, Prompts, and Workflows
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