Litigation Matter Tracker
LitigationThe most-used legal PM template. Zones follow case phases: pleadings, discovery, depositions, motions, trial prep, trial. Milestone cards for court deadlines with dependency connectors to the prep work each deadline requires.
Corporate Transaction Board
TransactionalTracks M&A and financing transactions from LOI through closing. Zones: due diligence, regulatory approvals, document drafting, signing conditions, closing. Connectors show which approvals gate which next steps.
Due Diligence Checklist Canvas
TransactionalOrganizes due diligence requests by category: corporate, financial, tax, IP, employment, environmental, litigation. Cards track document requests sent, received, and reviewed. Progress indicators show completion by category.
Regulatory Compliance Board
ComplianceTracks compliance obligations by regulatory body with recurring deadline tracking. Useful for financial services, healthcare, and energy companies with ongoing regulatory requirements.
Contract Lifecycle Manager
ContractsFollows contracts from request through drafting, negotiation, execution, and renewal. Cards track redline versions. Milestone cards for key dates: execution deadline, renewal notice period, termination date.
IP Portfolio Tracker
Intellectual PropertyManages patent prosecution timelines, trademark renewals, licensing agreements, and infringement matters. Deadline-driven cards with color coding by IP type (patent, trademark, copyright, trade secret).