Overview
LinkSquares’ legal project management tool, Prioritize, helps legal teams track and manage tasks and projects.
To learn more about LinkSquares Prioritize, reference our overview article on LinkSquares Prioritize.
Below will review a few examples that give you a better capture of why Prioritize will be beneficial in your workflow
Process
Legal teams are in charge of a high volume of work outside of contract management.
Prioritize aggregates documents, requests, and files, and categorizes everything in one system, keeping you organized. Attachments can be found in the same place as the commentary or details, providing immediate insight into the nature and details of the task.
Leverage Prioritize to track work related to updating your terms of service, managing your LinkSquares Analyze and Finalize instances (e.g., uploading new agreements and managing templates, respectively), or reviewing marketing content.
Capture related work in the case of disputes, which typically requires information to curate and aggregate. This visibility is beneficial for individuals who are not directly involved in gaining an understanding of a given task.
While work varies by team, most legal teams manage a mix of requests from stakeholders alongside their own recurring and long-term projects.
Managing Legal Intake and Requests
This includes tasks related to the following:
- Privacy, security, and compliance (e.g., data privacy agreements, disclaimer language for website cookie banner, and reviewing marketing for regulatory compliance)
- IP questions (e.g., invention disclosure agreements for patents and trademark creation)
- HR concerns (e.g., HR policies and employee disputes)
- Reviewing marketing and PR content (e.g., blog posts and press releases)
- Contract review and approval
Tracking Recurring Legal Tasks
This includes tasks related to the following:
- Corporate governance (e.g., entity management for the company, SEC filings for public companies, and shareholder documents)
- Board management (e.g., minutes and follow-ups from board meetings)
Overseeing Long-Term Legal Projects
This includes tasks related to the following:
- Dispute and litigation
- Creating playbooks for the team
- Reporting on team goals