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- Corporate Governance
- Implementation and migration
How a Corporate Governance rollout works
Start with one organization and a matter with a real board decision.
Agree authority
Identify who prepares matters, who reviews conflicts and revisions, and who records the organization's board decision. Define the required meeting and quorum evidence.
Map source records
Preserve organization and client codes, matter numbers, document revisions and operation keys. Identify the owner of each active matter.
Configure a bounded pilot
Use one organization, one active matter, a submitted resolution, a due deadline and an uncertain receipt. Rehearse the full handoff among coordinator, attorney and auditor.
Rehearse exceptions
Test a conflict finding, a returned revision, a missing meeting reference, a nonpositive quorum, an overdue deadline and a failed operation. Check direct file access with an unauthorized account.
Reconcile and release
Compare imported records and linked evidence with the source, confirm role scope, and obtain the organization's approval before making the operating cycle available more widely.
What the customer provides
- Organization and client identifiers, team membership and matter owners.
- Board meeting references, resolution texts, quorum policy and decision evidence.
- Current matter status, deadlines, document versions and production authorizations.
- Access policy for internal and shared evidence, and the source of external filing receipts.
Changing it afterwards
Use Proto to prepare changes for review. Recheck the affected roles, source mappings, statuses and reports before release. Keep historical decisions tied to the revision they considered, and reconcile older operation receipts before repeating an action.
Set up Corporate Governance your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.