1. Corporate Governance
  2. Questions before you choose
FAQ

Questions, answered

Answers about board decisions, matter review and implementation.

Corporate Governance

9 questions

Can't find it? Write to support@erp.ai.

How do I get started?

Click Get started, then use Proto to configure Corporate Governance for your business. Pilot one organization, one active matter and a board resolution with its meeting evidence, reviewer and due work.

What does a board resolution record contain?

It connects a matter and organization to the resolution text, revision, meeting reference, required quorum, decision dates and recorded status.

Can a draft resolution be treated as adopted?

No. The authorized person records the actual decision. The team checks the meeting reference, text and positive quorum before an authorized decision is recorded. Any related operation receipt is reviewed separately.

How are conflicts reviewed?

A reviewer records a clear, conflict or more information decision with date and evidence against the matter before engagement proceeds under the agreed policy.

Can we track deadlines beside resolutions?

Yes. Matter deadlines have a due date, owner, completion date and receipt field. Dated events give the matter a separate chronology.

How are revisions reviewed?

A review decision records the source revision, reviewer, date, decision and reason. A changed revision can be sent for another review.

What happens when an operation fails?

The receipt keeps the operation key, expected revision, result state and failure reason so the supervising attorney can investigate the original action.

Can we keep document production evidence?

Yes. A production links the matter and legal document to the recipient, authorization reference, date and production hash.

Can different organizations use the same setup?

Organizations have their own codes, team members and linked matters. Confirm access scope and board authority for each organization during configuration.

Set up Corporate Governance your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started