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Move the case forward. Keep the evidence attached.

Keep agreements, policies, security evidence, decisions, and system actions in one durable case. See what is complete, what is missing, and who owns the next decision.

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Durable vendor case

Move evidence through accountable gates—not one long chat.

The case survives sessions, changing documents, and multi-team review. Each decision keeps its source, owner, and version.

CASE VEN-2041 · VENDOR ONBOARDING

Acme Analytics · customer-data platform

Open
  1. 01 · REQUEST

    Business need established

    Request v4 · owner Maya Chen · $84K budget · production customer-data access · due August 9.

    Complete
  2. 02 · LEGAL

    Liability exception needs a decision

    MSA v7 · redline v3 · owner Priya Shah · limitation-of-liability position due August 2.

    In review
  3. 03 · SECURITY

    Current data-flow evidence is missing

    SOC 2 2026 · subprocessors v5 · owner Jordan Lee · data-flow diagram requested July 29.

    Waiting
  4. 04 · FINANCE

    Commercial record is held at the gate

    Vendor draft VEN-2041 · owner Luis Ortega · net-30 terms · blocked until Legal and Security close.

    Gated

Maya receives the approved summary, open exceptions, owners, and next dates. The full MSA, redline, and restricted security artifacts remain visible only to their permitted reviewers.

Explore permission-aware knowledge

Permission-aware case

Share the decision without copying every restricted artifact.

Each reviewer works from the current evidence they may access. The requester receives the approved derivative needed to act, not a new repository of legal and security files.

Explore permission-aware knowledge
  • Counsel sees MSA v7, redline v3, and the exact liability exception
  • Security reviewers see the current SOC 2 report, subprocessors, and requested data flow
  • The requester sees the approved summary, accountable owners, next dates, and final vendor-record receipt

Build the first legal or procurement capability

Start with a contract intake, vendor request, or evidence-heavy review.

Use a managed workspace now, or map restricted sources, evidence versions, owners, gates, and the final record with our enterprise team.

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