Each workflow is a matter template, pre-configured with trigger, stages, and outputs. Start one from the spotlight, the client portal, or a scheduled calendar event.
Contract review
Trigger. Business-unit request via structured intake form. Auto-triaged by type (NDA, MSA, vendor, customer, employment, IP) and value threshold.
Stages.- Intake form, triage, template selection
- Redline against playbook positions
- Internal approval per delegation matrix
- Counterparty negotiation rounds
- Execution, filing, retention rule application
Outputs. Executed contract, exception log, audit chain of approvals, filed in the contract register.
NDA generation
Trigger. Sales, BD, or HR request via self-service portal. Standard one-way or mutual, with carve-outs auto-applied per counterparty type.
Stages.- Self-service form (counterparty, purpose, term)
- Auto-generated NDA from template
- Optional legal review for non-standard terms
- Counterparty signing via Opbox Sign
Outputs. Executed NDA, audit certificate, indexed in the counterparty record.
Supplier MSA
Trigger. Procurement request for a new or renewing supplier above the standard NDA threshold.
Stages.- Procurement intake and risk classification
- Template selection (services, software, data processor)
- Redline negotiation and exception log
- Internal approval per spend threshold
- Execution, filing, supplier record link
Outputs. Executed MSA, exception log, linked supplier record, renewal calendar entry.
Regulatory filing
Trigger. Statutory calendar (annual return, ESR, transfer pricing, sanctions, sector-specific) or trigger event (change of control, breach).
Stages.- Source data gathering
- Drafting and review
- Internal sign-off
- Authority submission and acknowledgement
Outputs. Filed return, acknowledgement, retention-rule-stamped supporting file.
IP registration
Trigger. Invention disclosure, brand creation, or product launch. Multi-jurisdiction filings spawn linked sub-matters.
Stages.- Invention or mark disclosure form
- Search and freedom-to-operate
- Application drafting and inventor declarations
- Filing and office actions
- Grant, registration, renewal calendar
Outputs. Filed application, granted registration, IP register entry, renewal schedule.
Employment matter
Trigger. HR partner request: hire, change, exit, grievance, restructure. Sensitivity policy auto-applied to the matter.
Stages.- Scope and confidentiality classification
- Document drafting (offer, change, exit, settlement)
- Internal approval per delegation matrix
- Signing and HR-system update
Outputs. Executed documents, audit certificate, HR-system reference, retention rule per jurisdiction.
Policy update
Trigger. Regulatory change, audit finding, board direction, or annual review. Cross-policy impact assessed upfront.
Stages.- Change driver and impact analysis
- Policy drafting and stakeholder review
- Approval per governance matrix
- Publication, training, and acknowledgement tracking
Outputs. Published policy, training record, signed acknowledgements, version history.
M&A diligence
Trigger. Board-approved acquisition or divestment. Multi-workstream engagement: legal, financial, tax, commercial, regulatory.
Stages.- Scope, target data room access, request list
- Workstream allocation and findings log
- Red flags memo and risk register
- SPA negotiation support and CP tracking
- Closing, signature pack, post-completion integration
Outputs. Indexed findings log, red flags memo, executed SPA, signed audit certificate, post-completion workstreams seeded.
Privacy and GDPR
Trigger. New processing activity, DPIA threshold, data-subject request, or breach notification.
Stages.- Processing activity registration (ROPA update)
- DPIA where threshold met
- Data-subject request workflow (SAR, erasure, portability)
- Breach notification within statutory window
Outputs. Updated ROPA, completed DPIA, signed SAR response, filed breach notification, audit-chained evidence.