Problem
Disjointed Systems, Mounting Compliance Risk
A rapidly growing digital solutions firm faced significant challenges managing fragmented processes across legal operations, compliance, and risk management. Departments operated in silos, relying on static documents, disconnected tools, and non-standard templates—making it difficult to track document versions, audit findings, and vendor exceptions effectively.
Legal workflows, such as the creation of statements of work (SOWs), were manually built in Google Docs, lacking centralized tracking or role-based oversight. Meanwhile, the Governance, Risk & Compliance (GRC) team had to manually compile PCI, HIPAA, SOC 2, and ISO evidence from multiple disjointed systems.
As the organization expanded its international footprint, issues related to version control, multi-entity governance, and scalable compliance processes became increasingly pressing.
Q1
Solution
Operationalizing Legal and GRC at Scale
With SmartSuite, the team designed a centralized system-of-record that now powers end-to-end legal and GRC operations. The core components included:
Document Lifecycle Management: MSAs, NDAs, and SOWs were standardized using SmartSuite’s scripting capabilities and Document Designer. Templates automatically populate key legal fields, route documents for multi-entity approvals, and generate export-ready files.
Compliance Automation: The Secure Control Framework and custom audit templates were embedded to manage evidence across compliance programs like HIPAA, SCF, and SOC 2. Controls are mapped, versioned, and weighted with full audit trails for traceability.
Risk & Remediation Management: Risk assessments now generate linked findings, exception requests, and remediation plans—all surfaced in dashboards filtered by customer, business unit, or domain.
SmartSuite also became the foundation for client-facing work. The platform is now used both as a service delivery engine and as a monetizable GRC solution offered through consulting engagements.
Q2
Result
From Internal Backbone to Client Solution
SmartSuite became more than just a productivity tool—it evolved into the operating backbone for compliance and legal operations. All document generation, control assessments, and risk workflows now operate within a single platform, significantly reducing administrative burden and improving data accuracy.
The automation of SOWs, legal templates, and approval workflows has drastically minimized manual errors and shortened turnaround times. What was once managed through spreadsheets and disconnected systems is now centralized in dashboards that provide real-time visibility for both executives and auditors.
This architecture is now being extended to client engagements, with a repeatable model for onboarding other organizations into GRC best practices. Through the SmartSuite partnership program, the team offers implementation services and ready-made frameworks to help others achieve the same level of operational transformation.
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