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Kit de operaciones legales

Gestionar una asesoría jurídica interna: entrada de asuntos, playbook y registro de contratos, retenciones legales, despachos externos y gasto legal.

11 plantillas en 4 pasos, en el orden en que se usan. Abre cualquier plantilla en el editor, complétala y expórtala a PDF, DOCX o HTML.

Paso 1

Admisión y política

  1. Legal Matter Intake and Triage Template (CLOC Core 12)

    Estándar

    Intake channel and separate urgent routes, intake form fields, risk tiers 1 to 4, service levels, routing by request type, matter log, reporting measures

    CLOC Core 12 (Service Delivery Models, Practice Operations)
Paso 2

Contrato

  1. Contract Review Playbook Template (Clause Positions, Approvals)

    Completa

    Scope and paper, review tiers T0 to T3, approval matrix, preferred, fallback and walk-away positions for 10 clause families, escalation flow, deviation log

    In-house practice; not legal advice

  2. Mutual NDA Template

    Estándar

    Mutual NDA format: parties, purpose, confidential information, exclusions, obligations, compelled disclosure, term, remedies, signatures

  3. Data Processing Agreement (DPA) Template (GDPR Art. 28)

    Completa

    Controller-processor DPA: Art. 28(3)(a)-(h) terms, sub-processors, breach notice, audits, transfer tools (SCCs, DPF, UK IDTA), CCPA s. 7051 terms, annexes

    GDPR Art. 28; Commission SCCs 2021/915 and 2021/914; CCPA regs s. 7051

  4. Master Services Agreement (MSA) Outline Template

    Completa

    MSA skeleton: pre-drafting questions, order of precedence with SOW, SLA and DPA, change control, fees, acceptance, IP options, liability cap example, exit

  5. Contract Register Template (Supplier Contracts and Renewals)

    Estándar

    Field definitions, risk tiers, worked register with notice deadlines and alert dates, key terms, renewal workflow, reconciliation checks

Paso 3

Evaluaciones

  1. Legal and Regulatory Requirements Register Template

    Breve

    Legal, regulatory and contractual register (ISO/IEC 27001 A.5.31, ISO 14001/45001 6.1.3): dated EU, UK, US example rows, control mapping, change log

    ISO/IEC 27001:2022 A.5.31; ISO 14001:2015 and ISO 45001:2018 6.1.3

  2. Legal Hold Notice Template (FRCP 37(e), PD 57AD)

    Estándar

    Trigger decision, custodians, data sources and auto-delete suspension, plain-language notice and acknowledgement, reminders, US/UK/EU rules, release

    FRCP Rule 37(e) (2015); UK PD 57AD paras 3-4; Sedona Commentary on Legal Holds 2nd ed. (2019)

  3. Conflicts of Interest Policy and Register Template (MiFID II, SEC)

    Completa

    Conflicts policy, governance RACI, identification triggers, Art. 33 criteria, L x I rating, register, controls, last-resort disclosure, inducements, breaches, MI

    MiFID II Art. 23; Delegated Reg (EU) 2017/565 Art. 33-35; AIFMD Art. 14; SEC Advisers Act s.206
Paso 4

Operación

  1. Outside Counsel Guidelines Template (Billing, Staffing)

    Estándar

    Engagement, conflicts, staffing, phase budgets, billing rules, LEDES and UTBMS invoices, invoice review example, security, reporting, firm scorecard

    In-house practice; CLOC Core 12 (Firm and Vendor Management); SRA Code paras 6.2, 6.3, 8.7

  2. Legal Spend Budget and Forecast Template (Accruals)

    Estándar

    Assumptions, budget by category with quarterly phasing, matter phase budgets, quarter-end fee accruals, variance analysis, reforecast, savings tracking

    CLOC Core 12 (Financial Management); IAS 37; ASC 450-20 (named only)