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LLC operating agreement and corporate governance documents

This standalone service covers LLC operating agreements, corporate bylaws, and related shareholder or governance agreements, depending on entity type and catalog options. Partners order a single service cart that returns the correct documents for the selected business type.

Related: Partner products overview · State requirements reference

When to use this flow​

Use this service when the customer needs governing documents prepared for an existing or newly formed entity without purchasing a full incorporation package, or when your agreement lists this as a standalone line item. For documents bundled with formation, use Incorporation Service Example.

Service slug and catalog​

  1. Call Get Service Carts and find the operating agreement / bylaws / governance product.
  2. Use that item’s slug for Get Service Configuration and Create New Order.

The OpenAPI Create New Order example uses operating-agreement as the service value. Examples below use the slug operating-agreement. Replace with the slug returned for your account.

API flow​

StepMethodEndpoint
1. List cartsGETexternalCart.index
2. Configuration, input_fields, catalogGETexternalCart.getCart
3. NAICS (if required)GETbusinessClassification.index
4. Create orderPOSTorder.store
5. Submit order (if required)POSTorder.submitOrder
6. Post-checkout (optional)GETorder.getOrderPostCheckout
7. Get order (optional)GETorder.getOrder

Follow Standalone Service Example for whether submit is required.

State-specific requirements (discovery)​

Governing documents are governed by state law; formation_state (and entity type) drive which template and provisions apply. Call Get Service Configuration for your operating-agreement slug and selected state—input_fields will list members, managers, shares, and other variables.

Example: Get Service Configuration​

GET {baseUrl}/service-carts/operating-agreement?service=operating-agreement
Authorization: Bearer {token}

Abbreviated success payload:

{
  "success": true,
  "data": {
    "name": "Operating Agreement & Corporate Governance",
    "slug": "operating-agreement",
    "description": "Custom operating agreement, bylaws, or related governance documents.",
    "input_fields": [
      {
        "name": "Entity legal name",
        "key": "business_data.name",
        "type": "string",
        "description": "Legal name on state records",
        "validation_rules": ["required"]
      },
      {
        "name": "Entity type",
        "key": "business_data.type",
        "type": "enum",
        "description": "LLC, Corporation, etc.",
        "validation_rules": ["required"]
      },
      {
        "name": "Formation state",
        "key": "business_data.formation_state",
        "type": "enum",
        "description": "Governing law state (two-letter code)",
        "validation_rules": ["required", "exists:states,abbr"]
      }
    ],
    "catalog": [
      {
        "sku": "SF_OA_EXAMPLE_SG_0",
        "name": "LLC Operating Agreement",
        "item_type": "product",
        "has_gov_fee": false,
        "price": 99,
        "package": false,
        "conditions": {
          "applicable_biz_types": [1]
        }
      }
    ]
  }
}

conditions.applicable_biz_types and SKUs are illustrative; use live catalog from the API.

Example: Create order​

{
  "service": "operating-agreement",
  "email": "[email protected]",
  "first_name": "Morgan",
  "last_name": "Smith",
  "phone_number": "5556667777",
  "consent_sms": false,
  "business_data": {
    "name": "Acme Holdings LLC",
    "type": "LLC",
    "formation_state": "DE",
    "category": "541211",
    "managed_by": "members",
    "address": "8 The Green",
    "city": "Dover",
    "state": "DE",
    "zip": "19901"
  }
}

Abbreviated response:

{
  "success": true,
  "data": {
    "message": "Order created successfully",
    "order_uuid": "f6a7b8c9-d0e1-2345-f012-456789012345"
  }
}

Example: Submit order​

{
  "order_uuid": "f6a7b8c9-d0e1-2345-f012-456789012345",
  "skus": ["SF_OA_EXAMPLE_SG_0"],
  "total_amount": 99.0,
  "payment_method_nonce": null,
  "service": "operating-agreement"
}

Fulfillment​

  1. Customer Portal: Customers may need to supply member rosters, voting rules, or capital contributions through Swyft Customer Portal.
  2. Deliverable: Final documents are typically PDFs available in the portal or via your webhook-driven workflows.
  3. Webhooks: Use Webhooks for status updates.

Errors and edge cases​

  • Entity type mismatch: Choosing a SKU that does not match business_data.type can fail validation; respect catalog.conditions.
  • Multi-member LLCs: Additional input_fields may appear for managers, officers, or shareholders.