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Inbound demand or claim intake record

When a demand, claim or subpoena arrives, the company's lawyer gets one intake record the same day: who sent it, what it asks, every date it states, the facts and citations it relies on, related matters, where the records are, and a question on keeping them. It rates nothing and recommends nothing.

Starts it

Legal operations coordinator

Brings

export, notes, document

Gets

2 outputs

Prepares work for a lawyer. Not legal advice.

• Legal and contracts (filtered by)
• E-commerce and retail (filtered by)
• Established businesses

Launch checklist

Whoever owns a launch date gets one dated checklist for the weeks before, the day itself and the weeks after, with an owner on every line. Each announcement is written out so the approver sees exactly what goes out, to whom and from where before saying go. Nothing is announced by the assistant.

Starts it

Owner

Brings

export, notes

Gets

6 outputs

• Marketing and content
• Project and delivery (filtered by)
• E-commerce and retail (filtered by)