Workflows Directory
Find your team’s next superpower.
- Function: Analytics and reporting
- Function: Legal and contracts
- Industry: Manufacturing
- Business situation: Established businesses
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Results
11 workflow templates
Budget-versus-actual variance commentary
Before the month's results go to management, the finance lead gets written commentary on every line that moved past the threshold: the figures, the budget owner's explanation marked confirmed or to be confirmed, a bridge from budget to actual, and the questions still open. No cause is invented.
- Starts it
- Finance lead
- Brings
- export, notes, pasted text
- Gets
- 7 outputs
Contract amendment trace
Before a question about a signed contract goes to counsel, the contracts manager has one dated history of the provision that matters: every signed document in order, each version quoted with its document and section, every gap marked, and a list for the lawyer to confirm. It never says which wording controls.
- Starts it
- Contracts manager
- Brings
- export, notes, document
- Gets
- 6 outputs
Prepares work for a lawyer. Not legal advice.
Contract renewal and notice register
From your signed agreements and amendments, the contracts manager gets a register for counsel to confirm: each term, renewal and notice clause quoted with its section, cancel-by and send-by dates proposed only under counsel's own counting rules, and the windows sorted by proposed send-by date. Nothing is sent.
- Starts it
- Contracts manager
- Brings
- export, notes, document
- Gets
- 5 outputs
Prepares work for a lawyer. Not legal advice.
Discovery requests and commitments register
Through discovery, the litigation paralegal keeps one register for the handling attorney: each request and its response in the exact words served, the Bates ranges produced against it, every supplement promised in correspondence with its date as written, and the promises now overdue. The attorney decides what it means.
- Starts it
- Litigation paralegal
- Brings
- export, notes, document
- Gets
- 9 outputs
Prepares work for a lawyer. Not legal advice.
Document production index and summaries
From a production review counsel has cleared, the paralegal prepares a draft for that counsel: an index of every document by Bates range, a short summary of each, every statement cited to its Bates page, missing documents and differing passages listed, and anything matching counsel's screen list held by number only.
- Starts it
- Paralegal
- Brings
- export, notes, document
- Gets
- 9 outputs
Prepares work for a lawyer. Not legal advice.
Inbound demand or claim intake record
When a demand, claim or subpoena arrives, the company's lawyer gets one intake record the same day: who sent it, what it asks, every date it states, the facts and citations it relies on, related matters, where the records are, and a question on keeping them. It rates nothing and recommends nothing.
- Starts it
- Legal operations coordinator
- Brings
- export, notes, document
- Gets
- 2 outputs
Prepares work for a lawyer. Not legal advice.
Legal hold custodian tracker
Once counsel has issued a legal hold, your legal operations lead keeps one tracker for counsel: every custodian and system in counsel’s scope, who has acknowledged and who is overdue, who has left or changed role, the refresh date counsel set, and reminders copied from counsel’s own text for a person to send.
- Starts it
- Legal operations lead
- Brings
- export, notes, document
- Gets
- 3 outputs
Prepares work for a lawyer. Not legal advice.
Operations KPI scorecard
Once a month the operations manager gets one red-amber-green page for the ten or fewer measures that run the operation: each value worked out from your own exports, its trend, what moved and why in the owner's words, and the action agreed for every red. You set the measures and decide the actions.
- Starts it
- Operations manager
- Brings
- export, notes
- Gets
- 6 outputs
Range margin by channel review
When a wholesale offer or a promotion changes the economics of a range, the finance lead gets a margin worksheet for every product in every channel, showing which cost layers are in each figure and which gaps are still open. It invents no cost and changes no price.
- Starts it
- Finance lead
- Brings
- export, notes
- Gets
- 5 outputs
Weekly status requests to outside counsel
Every Monday, in-house counsel has a draft status request for each outside firm that owes one: what has happened since the last update, the dates on record to confirm, decisions pending and spend against budget, plus the matters skipped and why. Counsel edits and sends each one.
- Starts it
- Legal operations manager
- Brings
- export, notes, document
- Gets
- 2 outputs
Prepares work for a lawyer. Not legal advice.
Win-loss review
Once a quarter your sales lead sees, from the deals you closed, where the losses ended, which kinds of deal you win and lose, what the largest deals show, and which findings rest on enough deals to act on. Actions are proposed in proportion to the evidence, and nothing in your sales system is changed.
- Starts it
- Sales lead
- Brings
- export, notes, document, pasted text
- Gets
- 8 outputs