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Dental practice
General dentistry / cosmetic / pediatric. Pre-fills HIPAA + dental treatment-not-advice language.
Medical practice (general)
Primary care, specialty practice, or clinic. Pre-fills HIPAA + medical-advice safeguards.
Financial advisory / wealth management
RIA, broker-dealer, or financial planner. Pre-fills SEC/FINRA-aware disclosures + suitability language.
Start from scratch
None of these fit? Fill the wizard with no pre-fills.
Pre-fills are starting points, not legal/professional advice. Review every field against your specific business + counsel before relying on it. Especially for Compliance Sense: required disclosure wording varies by state.