Legal & Compliance
Triage that a legal team can defend
Contract intake, NDA fast-tracks and policy exceptions routed by risk instead of by whoever asked loudest.
What this usually looks like today
Legal is a single inbox, so a standard NDA queues behind a licensing negotiation.
Policy exceptions are granted in chat and never expire.
Nobody can produce the approval history for a contract without searching email.
Workflows
What legal & compliance teams run in Branchsolve
Each of these is a description away. None of them is a template you have to adopt.
Contract review intake
Value, counterparty and whether it is on the standard paper decide the reviewer.
NDA fast-track
A mutual NDA on the standard template approves on submission, with the reason recorded.
Policy exceptions
Expiry date required on the form, so an exception cannot be granted indefinitely.
Conflict checks
A task step that collects the search result before it can resolve.
Outside counsel engagement
Matter budget and rate card routed to the general counsel above a threshold.
Data processing agreements
Privacy and security review in parallel, both must complete.
Routing
Thresholds you can see before you commit
Branchsolve derives the boundary cases from the workflow’s own rules and shows you where each one lands. Nobody types this table out — it falls out of what you described.
Contract review
- Standard template, under $50kApproved on submission
- Standard template, over $50kContracts counsel
- Counterparty paperContracts counsel, then General counsel
- …and personal data is processed…plus Privacy, in parallel
Questions we get from legal & compliance teams
Can we see why a request skipped a reviewer?
Yes. The timeline shows every step, including the ones that were skipped and the condition that skipped them.
What stops a bad workflow misrouting for months?
A workflow that references a field that does not exist, or compares a value to the wrong type, is rejected when it is written — not discovered later. The simulator also shows you the boundary cases before you publish.
Is the audit trail exportable?
The full history of a request is on its record and readable through the API tools your assistant uses. Talk to us about bulk export for a specific matter.
Your process doesn’t have to be on this list
If you can describe it, Branchsolve can run it. Bring the one that causes the most arguments.
Request a demo