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- Corporate Governance
- Who it's for
- In-house legal teams
In-house legal teams
An in-house legal team often receives an issue before all of the facts are assembled. The matter provides a place for the subject, organization, counterparty, owner and working state. Conflict findings and independent review decisions then give counsel an explicit record of what was considered and when.
How Corporate Governance is set up for you
Intake
Assign the coordinator and record the counterparty before engagement moves forward.
Review
Tie the supervising attorney's decision to the matter revision and keep the reason for a return.
Documents
Keep document versions, privilege state and any authorized production to a recipient distinct.
Due work
Give deadlines an owner and completion evidence; use events for the dated matter chronology.
An in-house legal team often receives an issue before all of the facts are assembled. The matter provides a place for the subject, organization, counterparty, owner and working state. Conflict findings and independent review decisions then give counsel an explicit record of what was considered and when.
Select one active matter that has a counterparty, an upcoming due date and a document requiring review. Import the organization and team member first, then connect the matter. Ask the supervising attorney to examine conflict evidence and record a decision. Assign the deadline owner and confirm that the due queue shows the item before its date arrives.
Now revise the document. Record its revision and content hash, then examine whether its privilege state is correct. If the document is produced to a recipient, record the authorization and production details separately. Rehearse a returned matter revision so the team sees why an earlier decision does not apply automatically to a changed version. A final closure review should look at open deadlines and uncertain operation receipts as well as the current matter status.
See [independent review](/corporate-governance/processes/review-and-closure) and [Documents](/corporate-governance/modules/documents).
Features to start with
Roles on the team
- App Administrator
- Maintains organization configuration and membership.
- Auditor
- Read authorized evidence and reports.
- Matter Coordinator
- Prepare assigned operational records and execute eligible reviewed actions.
- Supervising Attorney
- Review eligible revisions independently and reconcile operational evidence.
Set up Corporate Governance your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.