1. Corporate Governance
  2. Reports and operational decisions
Reference

Reports for the questions your team asks

Review matter load, board outcomes, due work and operational exceptions.

Overview
Corporate Governance · Overview

Corporate Governance dashboard

This quarter

Board resolutions in view
6
Total revision
1,640
Draft
2
Submitted
2

Matters by status

How far records got this quarter

StageReachedStep
Intake29
Conflict Review931%
Engaged333%
Active133%

Matters by status

Sample counts per stage

100
-40Intake
-60Conflict Review
-20Engaged
0Active
10Review
Example screen with sample data

Questions to answer

Matter workload List

Which owners and organizations carry the active work?

From Matters

Board outcomes

Which submitted resolutions still await a recorded decision?

Conflict review

Which findings need information before the matter proceeds?

From Matters

Deadline follow-up List

Which due items lack a completion date or receipt when one is required?

Operation exceptions List

Which actions failed or still need review?

Document production

What document went to which recipient under which authorization?

More reports

Resolution decisions List

Compare board resolutions by Organization, Status and decision at.

Conflict outcomes List

Group conflict reviews by Decision and reviewed at for the linked Matter.

Review returns Grouped

Show review decisions.Decision and Reason under each Parent and source revision.

Document production trail Grouped

Show document productions and their legal documents under each Matter.

Event chronology Grouped

Order matter events by occurred at and line number beneath each Parent.

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