monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.
Check authority files and request missing power of attorney forms.
Missing power of attorney forms become clear tasks for requesters before legal approval continues.
Close filing gaps by adding signed agreements to final matter files.
Your signed settlement and retainer agreements reach the right matter folder, with signing certificates and links for the matter owner.
Keep signed confidentiality agreements and certificates on the right matter.
Your signed confidentiality agreement and proof sit together on the right matter. Its owner gets an email showing where to find them.
Bring current matter files into the internal review packet.
Your internal reviewer sees current packet files alongside the form answers, while your team can resolve missing files before sign-off.
Keep client follow-up files with the pending matter review.
Your reviewer sees missing files on the pending approval item, even when a requester adds them after the review starts.
Show changed exhibit terms before you release a matter handoff.
Keep your contract review and approval process current when exhibits change. Your legal administrator gets a linked review before the handoff moves forward.
Link the current file and old decision in a pending review.
Get a fresh review request for a changed legal file, with the canceled decision linked and the handoff held for your legal administrator.
Summarize new matter files and mark unclear facts for review.
Get a JSON file with key facts from new intake documents, plus a short summary and clear notes on anything you need to review.
Compare corrected exhibits with approved packets and prepare your review.
Keep corrected filing packets on hold while your legal administrator reviews what changed and who needs to sign off again.
Complete contract exhibit packets before handing drafts to reviewers.
Your approvers see regional exhibits alongside draft contracts, so they can review terms in context.