Establish the business need
Capture the requester, purpose, vendor, budget owner, timeline, and systems or data involved.
Legal and procurement
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.
CASEVendor onboarding · business owner assignedopen
REQUESTPurpose, budget, data use, and systems confirmedcomplete
LEGALLiability-cap exception routed to counselreview
SECURITYUpdated subprocessor list requested from vendorwaiting
NEXTAdvance after legal decision and required evidencegated
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.
Review current terms
Extract material terms with citations, compare approved positions, and route exceptions to the legal owner.
Resolve evidence gaps
Collect architecture, data flow, subprocessors, findings, and remediation without exposing every artifact to every participant.
Approve the commercial record
Confirm budget, payment terms, entity, tax data, and the exact vendor or procurement record before creation.
Each participant sees the evidence their role permits. Customer-defined checks can transform a result before it reaches a requester, reviewer, or downstream system.
Explore permission-aware knowledgeOperator view
See what is missing—and move the case forward.
Operators see required documents, the current review stage, owners, deadlines, pending decisions, and completed actions in one place.
Explore durable automations- Named artifact requirements and owners for every gate
- Cited answers tied to current document versions
- Exact approvals separated from ordinary replies
- Reminders, escalations, cancellations, and recovery steps
- Verified document, record, and delivery results
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, gates, owners, and deployment with our enterprise team.