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The Human Workbench is the main surface where legal practitioners manage contracts, matters, policies, and compliance tasks. It assembles context from DocuSign, Ironclad, Google Drive, Salesforce, and Jira into one contextual view so you do not toggle between systems.

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Primary Surfaces

  • Contract Board: a Kanban view of contracts by stage with owner and deadline.
  • Matter List: open legal matters with priority, assignee, and next deadline.
  • Compliance Calendar: upcoming audits, attestations, and regulatory deadlines.
  • Risk Register: scored risks with mitigation status and owner.

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The Daily Loop

1

Review intake

Open the Contract Queue to see new agreements and matter requests that arrived overnight.
2

Triage priorities

Sort by deadline and escalation flag. Focus on contracts expiring this week and high-priority matters.
3

Act on items

Redline a contract, assign a matter, or request evidence for an audit. Actions are executed directly in the workbench.
4

Hand off and continue

Route approvals, set reminders, or leave notes for colleagues. Context persists so the next person resumes without repetition.
Use the global search bar to find a contract by counterparty name, clause text, or matter ID.

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Key Tabs

  • Contracts: in-flight and executed agreements.
  • Matters: active legal projects and intake items.
  • Policies: governing documents with versions and attestations.
  • Compliance: audit scopes, findings, and remediation tasks.
  • Vendors: third parties with risk scores and linked contracts.