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.
Corporate transaction
Trigger. Term sheet signed or LOI received. M&A, financing round, joint venture, restructure. Cross-practice by default.
Stages.- Term-sheet and structure agreement
- Due diligence (data room, checklists, Q&A log)
- Definitive document drafting and redline
- Conditions precedent and regulatory consents
- Closing, signature pack, completion certificate
Outputs. Executed transaction documents, audit-stamped completion certificate, post-completion filings queued.
Litigation matter
Trigger. Pre-action correspondence, claim form, or counterclaim. Court calendar drives the milestone deadlines.
Stages.- Engagement, scope, conflict check
- Pleadings and disclosure
- Evidence, expert reports, witness statements
- Settlement attempts or trial preparation
- Hearing, judgment, enforcement or appeal
Outputs. Filed pleadings, hash-chained evidence log, judgment record, cost order tracking.
IP filing
Trigger. Patent, trademark, copyright, design instruction. Multi-jurisdiction filings spawn linked sub-matters.
Stages.- Search and freedom-to-operate analysis
- Application drafting and inventor declarations
- Office filing and prosecution
- Office actions, amendments, oppositions
- Grant, registration, renewal schedule
Outputs. Filed applications, granted registrations, renewal calendar, IP register entry per asset.
Due diligence
Trigger. Standalone vendor or buy-side DD instruction. Often linked to a parent transaction matter.
Stages.- Scope, document request list, data room access
- Workstream allocation (corporate, tax, IP, employment, real estate)
- Findings log with severity rating
- Red flags report and reliance letter
Outputs. Indexed findings log, red flags memo, reliance letter, working files retained per matter retention rule.
Advisory retainer
Trigger. Recurring engagement (general counsel, fractional, sector-specialist). Ad-hoc questions routed against the retainer matter.
Stages.- Retainer scope and SLA agreement
- Question intake from client portal
- Triage, draft advice, partner review
- Sent advice, audit log, billing units captured
Outputs. Audit-trailed advice log, billing summary per period, retainer SLA scorecard.
Engagement letter drafting
Trigger. New client or new matter type. Generated from the master template overlay, signed via Opbox Sign.
Stages.- Scope intake and conflict check
- Template variable population from client record
- Internal partner review
- Send to client for signature
Outputs. Executed engagement letter, signed audit certificate, billing terms attached to the matter.
Document redline cycle
Trigger. Counterparty draft received. Tracked-change rounds resolved on the matter, not in email.
Stages.- Versioned document drop and diff against precedent
- Internal review and proposed redline
- Send to counterparty with shared comment thread
- Acceptance, rejection, or counter-edit per change
- Final clean copy and signature
Outputs. Version history of every redline round, accepted-change log, final clean executed copy.
Closing and filing
Trigger. Conditions precedent satisfied. Closing checklist drives the signature pack and post-completion filings.
Stages.- Closing checklist verification
- Signature pack assembly and circulation
- Funds flow and consideration confirmation
- Post-completion registrar and tax filings
- Audit certificate and bible delivery
Outputs. Executed closing bible, completion certificate, audit chain of every signature and filing.