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FEATURES, FEATURES (Ops (Integrations (Gateway API, Third Party Platforms,…
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JOBS TO BE DONE
Getting Customers Live
Counterparty Management
When I am transacting with another company or person I want to send them contracts so that we can complete the transaction
Onboarding
When a new client signs up I want quickly set them up so that I can get the customer deployed and they can start accessing value
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Organisation Management
Org View
I want to see who has access to which organisational units to ensure they have access to the right data
Org Heirarchy
When there are changes in the business I want Gateway to reflect the correct hierarchy and ensure people have access to the right data
User Management
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User Profile
When I am reviewing someones access I want to see apps and documents they have access to so that I can ensure they have access to what they need
Access Management
Role Management
When there are changes to our account that effect what groups should have access to what data, I want to view who has access to what so that I can make changes if necessary
Permissions
When someone needs access to a contract, task or app I want to give them access myself
Integrations
Third Party Platforms
When there is a third party system that relates to a legal process I want to sync data with that system so that I don't need to obtain/enter that data manually
Gateway API
When I have a third party system that relates to a legal process I want to sync data with Gateway so that I don't need to obtain that data manually
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Reducing Churn
Advice Automation
When I have a legal problem I want to be able to get advice as quickly as possible so that I can do my job
When someone needs advice related to a standard problem I want them to self serve the advice so that I can focus on higher value work
Contract Automation
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When someone needs a legal contract I want them to self serve so that I can focus on higher value work
Template Automation
When I am trying to complete a business transaction I want to self serve the right agreement so that I can complete the transaction
When someone needs a legal contract I want them to self serve so that I can focus on higher value work
Delegations of Authority
When I am trying to get a contract approved and signed I want to make sure that it is sent to the right people in the business
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Manage the Risk
Contract Management
Storage
When I am entering into a business relationship I want to store the details of a contract so that I can retrieve them at a later date
When something become contentious or litigious I want to find all contracts and advice relating to the issue so that I understand all of the risk, who was involved and can make an informed next step
When we are being audited I want to know that all of our contracts are stored in the one place, so I can retrieve the appropriate level of detail based on any specific enquiries
Search & OCR
When there is an issue with a business relationship I want to search across all of my contracts to find any relevant details
When I am looking for specific clauses or commercial terms I want to search across the contents of a contract so that I can review any relevant obligations
When there are changes in regulation or corporate governance I want to find any document that has those provisions so that so that I can perform the right action to ensure that the documents are legally compliant and do not create unacceptable risk for the business
Contract List
When I deal with a specific set of contract types, I want to see a list of only those contracts so its easier for me to manage my work and see what is going on
I want to see what work is going on across the function who is doing what, and the various statuses of contracts
When I need to know the status of a particular contract, I want to see a list of them so I can do something
Contract View
When there is a contract that I need to work on I want to view the details of that contract so that I have the right information
When I have a query relating to contract I want to communicate with the counterparty or business user so I can get more infromation
When there is additional supporting material I want to upload it to the contract so that the entire scope of the contract can be understood
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Historical Contracts
When there are historical documents I want to import them all so that there is a single 'source of truth' and I can effectively manage the risk
When there are contracts that have been executed I want them to be stored in Gateway so that I can find them when I need to
Contract Insights
When I am trying to understand how much value the function has created I want to view reports that tell me what types of contracts are being generated and where the demand is coming from
Knowledge Management
When there are legal processes or precedents that haven't been automated I want to add these into a central repository so that the business can self serve that information
Execute Faster
Matter Management
Task List
When I am doing legal work I want to be abele to view the tasks that I have access to so that I can find the right task
Task View
When there is a task that I need to work on I want to see all of the relevant facts so that I can understand the problem
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Intake
When someone needs legal help I want them to submit all of the relevant details so that I can give them the correct advice
When there is a legal issue I need help with I need to get the correct advice so that I can take the next steps with certainty
Triage
When a someone has a legal problem I want it to be triaged to right lawyer so that they can get the help they need as quickly as possible
Insights
Performance Insights
When I am reviewing my teams performance I want view data that tells me how long tasks are taking to be performed and who is performing them so that I can measure how effective the team is and understand if the business is satisfied with our service
Task Insights
When a legal task is created I want it to be assigned to the right lawyer so that work is not allocate to the wrong person and I can optimise the value created by my function
Enablers
Approval
When I want to formalise a business transaction I want to get approval from relevant internal authorities
When someone needs me to approve something I want to easily understand all of the facts so that I can provide feedback
Negotiate
When there are contract terms that aren’t in the best interest of the company I want to update the contract
So that I can try and get the best outcome for the business
When I am proposing changes to a document that is being negotiated
I want to my changes to be highlighted
So it is clear to other people what has changed in the document, and they can accept, reject or make amendments to my suggestions
When I have finished making changes to a document that is being negotiated I want to share document with another member of the team for review So that I can get their feedback before sending it back to the counterparty
When I am reviewing a document that is being negotiated I want to accept and reject changes in the document So that it is clear which changes to the document are acceptable
When I am reviewing or amending a contract I want to see the version history so that theres no duplication with previous versions
When I am taking over a negotiation from another lawyer I want to see the full history of the contract so that I am able to understand why it has gotten to the stage that its at
Execute
When I need to formalise a business transaction I want to send the contract to the right people so that they can sign it
When I am signing agreement I want to see all of the facts so that I can understand what I am committing the business to
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