Workflows Directory
Find your team’s next superpower.
- Function: Business systems and integrations
- Function: Legal and contracts
- Business situation: Acquisitions & integration
- Clear all filters
Results
8 workflow templates
Contract amendment trace
Before a question about a signed contract goes to counsel, the contracts manager has one dated history of the provision that matters: every signed document in order, each version quoted with its document and section, every gap marked, and a list for the lawyer to confirm. It never says which wording controls.
- Starts it
- Contracts manager
- Brings
- export, notes, document
- Gets
- 6 outputs
Prepares work for a lawyer. Not legal advice.
Contract renewal and notice register
From your signed agreements and amendments, the contracts manager gets a register for counsel to confirm: each term, renewal and notice clause quoted with its section, cancel-by and send-by dates proposed only under counsel's own counting rules, and the windows sorted by proposed send-by date. Nothing is sent.
- Starts it
- Contracts manager
- Brings
- export, notes, document
- Gets
- 5 outputs
Prepares work for a lawyer. Not legal advice.
CRM field ownership map
Before a CRM sync or field mapping changes, the systems owner gets a field map from the supplied exports and sample records: each field's source, match keys and conflict rule, with unclear keys, consent fields and duplicates left as questions for each field's owner.
- Starts it
- Systems owner
- Brings
- export, notes
- Gets
- 7 outputs
Household record differences
When the CRM and the custodian's account export disagree about a household, the operations owner gets one comparison: accounts with no household, possible duplicates and field-by-field differences, each with its source row and a proposed correction left as a question. No record is changed.
- Starts it
- Operations owner
- Brings
- export, notes
- Gets
- 6 outputs
IP ownership and licence question table
Before an agreement or statement of work is signed, IP counsel gets one table of the ownership, assignment, licence, background-IP and confidentiality clauses, each quoted with its section, set against the company's own IP positions and led by whether the assignment words counsel expects were found.
- Starts it
- Contracts manager
- Brings
- notes, document
- Gets
- 6 outputs
Prepares work for a lawyer. Not legal advice.
Legal hold custodian tracker
Once counsel has issued a legal hold, your legal operations lead keeps one tracker for counsel: every custodian and system in counsel’s scope, who has acknowledged and who is overdue, who has left or changed role, the refresh date counsel set, and reminders copied from counsel’s own text for a person to send.
- Starts it
- Legal operations lead
- Brings
- export, notes, document
- Gets
- 3 outputs
Prepares work for a lawyer. Not legal advice.
Open-source licence inventory for counsel
Before a release ships or an acquirer asks, counsel and the engineering lead get every open-source package listed with its licence as found, the file and line where it was read, and the duties your own policy attaches to it. A missing, custom or conflicting licence is marked needs review, never cleared.
- Starts it
- Engineering lead
- Brings
- export, notes, document
- Gets
- 5 outputs
Prepares work for a lawyer. Not legal advice.
Record sharing access matrix
When an approved access policy has to reach the CRM, the system owner lays the current sharing setup beside the proposed one, by record type and by role, internal and external. Every change is a question for its owner; inherited and platform-fixed settings are marked unknown.
- Starts it
- System owner
- Brings
- export, notes
- Gets
- 6 outputs