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Get started faster with ready-to-use templates for common legal workflows. Customize them to standardize processes and work more efficiently with business partners.

Intake form

AI Legal Reviews • Template Intake Form

The surge of AI technology adoption, such as Generative AI, underscores the need for diligent oversight. There are legal compliance, intellectual property management, data privacy, and ethical considerations inherent in AI deployment. It's crucial to develop a comprehensive legal intake form to evaluate these risks associated with AI and large language model platforms.

Intake form

BAA Review Requests • Template Intake Form

In-house legal teams play a vital role in reviewing Business Associate Agreements (BAAs), ensuring that these critical documents comply with relevant laws and regulations and protect the company's interests. This BAA intake template is designed to help legal teams efficiently collect the necessary information for review.

Intake form

Infosec Requests • Template Intake Form

Infosec reviews help prevent costly legal liabilities and regulatory penalties and protect an organization's reputation. This intake form template helps loop in the right context to ensure that security measures maintain the integrity of the organization's data, strengthen stakeholder trust, and comply with evolving laws and ethical sta

Proposal template

Legal Tech Purchases • Template Business Case

Secure stakeholder approval and support with this comprehensive business case template. This template covers all key elements of a strong business case to ensure it’s effective and persuasive. Leverage this template to ensure that your proposal is well-structured and addresses all necessary points for a successful pitch.

Intake form

Marketing Copy Reviews • Template Intake Form

It's important for in-house legal teams to review marketing assets for compliance to safeguard an organization's reputation and avoid costly legal liabilities and regulatory penalties. This process ensures that marketing strategies not only align with evolving laws and ethical standards but also uphold brand integrity and nurture consumer trust.

Intake form

NDA Review Requests • Template Intake Form

In-house legal teams review NDAs to ensure compliance with laws and protect company interests. They evaluate terms to mitigate risks and align with business strategies. This NDA intake template aids in efficiently collecting key information for proper legal review.

Contract playbook

NDA Reviews • Template Playbook

An NDA playbook should be a detailed guide for in-house counsel that outlines key provisions with primary and fallback positions, specifies what must be excluded, and explains the why. This helps ensure thorough, consistent, and compliant NDAs for the organization.

Intake form

Privacy Requests • Template Intake Form

Ensuring compliance with data protection laws, safeguarding personal information, and addressing privacy concerns are critical in today's digital landscape. Developing a comprehensive intake form for privacy requests is essential to evaluate these risks, uphold privacy standards, and ensure responsible data management practices.

Intake form

Purchase Requests • Template Intake Form

Legal teams are critical in ensuring the smooth processing of SaaS software purchase contracts. In-house legal counsel must ensure that all software purchase agreements comply with applicable laws and align with the company's strategic interests. This SaaS software purchase request form template is designed to help legal teams efficiently collect the necessary information for review.

Request for proposal

RFP Evaluations • Template Spreadsheet

Make the right choice when evaluating legal intake, triage, and workflow automation software. This RFP template covers key features of front door software, including intake, task management, data and reporting, matter management, integrations, and collaboration.

Intake form

Sales Requests • Template Intake Form

Legal and Sales teams work in tandem to expedite deal closures efficiently. In-house legal counsel plays a vital role in ensuring that all agreements, such as contracts, MSAs, Security Addendums, DPAs, and more), comply with applicable laws and regulations. This sales legal request form template is tailored to assist legal teams in efficiently collecting the necessary information for review.

Contract playbook

Vendor MSA Reviews • Template Playbook

A vendor MSA playbook is an essential guide for in-house counsel, detailing key provisions with primary and fallback positions and explaining the rationale behind them. It can include a mapping of required reviewers and approvers, ensuring thorough, consistent, and compliant vendor MSAs for the organization.

Intake form

Vendor Requests • Template Intake Form

Legal teams play a pivotal role in ensuring the smooth processing of vendor contracts. In-house legal counsel are responsible for ensuring that all vendor agreements comply with relevant laws and regulations and align with the company’s interest. This vendor services request form template is designed to help legal teams efficiently collect the necessary information for a vendor services review.

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