Workflows · Legal

Legal: Workflows

How documents, obligations and regulatory change move through the company, and the handoffs with Sales, Security, HR, Marketing and Engineering.

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What arrives#

FromWhatBecomes
SalesCustomer contracts and SOWsA delta review, in three days
ProcurementSupplier termsThe same, plus a data-processing check
SecurityA possible data incidentAn immediate notification assessment
HREmployment mattersAdvice, and process constraints
Regulators and primary sourcesChangesAn applicability decision
Every function"Can we say or do this?"An answer, ideally before the thing is built

The last row is the cheapest legal work available. A question asked before a feature is built costs an email. The same question after launch costs a rebuild, and sometimes a disclosure.

What leaves#

ToWhat
SalesReviewed contracts, and where we can and cannot move
Every functionObligations, with an owner and a date
MarketingWhat may be claimed, before drafting rather than at review
Security and EngineeringRegulatory requirements as concrete, testable constraints
CEOThe exposure register, and anything needing a risk decision

Handoff contracts#

With Sales. Three working days, and Sales knows the standard positions so the same three clauses stop being asked about. Anything outside the liability or discount band comes here before it is offered, never after.

With Security. Any possible customer-data incident arrives immediately, not once confirmed. Most notification clocks start at awareness of a possible breach, and "we were still investigating" has never been a defence.

With HR. Anything involving an individual runs through both functions from the first minute.

With Marketing. Constraints as an input to the brief, not a gate on the finished draft. Reviewing at the end produces rewrites; reviewing at the start produces publishable work.

With Engineering. Regulatory requirements translated into testable constraints. "Comply with Article 50" is not implementable. "If a user interacts directly with an AI system, display this disclosure before the first exchange" is, and it can be tested.

Cadence#

ContinuousIntake
WeeklyContracts in flight, anything blocking a deal
MonthlyExposure register, unowned obligations, 90-day renewals, regulatory change
QuarterlyPolicy currency, open exceptions

The failure this design is built against#

A company that signs well and then forgets what it signed. The negotiation is careful, the review is thorough, and eighteen months later nobody can say what we owe, to whom, by when, or which of those contracts renewed itself last month.

The obligation handover at signature and the 90-day renewal calendar are the two procedures that prevent it. Both are administrative, unglamorous, and skipped by almost everybody.

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