DocRoundupBUSINESS AGREEMENT INTAKE
Start with the documents. Keep the next step clear.
For a business agreement review, collect the agreement, relevant business details and the questions the client wants answered.
HOW IT HELPS
Keep the request together.
A broad request to “send everything” leaves clients guessing and staff sorting through unrelated attachments.
Ask for specific documents and context. Tailor each checklist to the matter, and review what arrives before asking for more.
- Tailor requirements to each matter
- Keep questions beside the request
- Retain replaced document versions
Business agreement review
Cedar Workshop
- 1. Request
- 2. Upload
- 3. AI checks
- 4. Review
You send a clear request
Business registrationRequested
Agreement to reviewRequested
Background & key questionsRequested
Your checklist. One link for your client.
AI flags possible issues. You make the final decision.
A starting checklist for law firms.
- Business registration
- Agreement to review
- Background & key questions
Add, remove or swap requirements for each client. Ask for a document or a written answer, and explain the period or details you need.
See how requests and review work →LESS BACK-AND-FORTH