Track legal matters from intake through resolution, including ownership, status, risk, documents, and outcomes.
Manage contracts from request to signature to renewal—clauses, approvals, obligations, and searchable repository.
Centralize legal requests from the business with structured forms, triage workflows, and clear prioritization.
Govern creation, review, approval, publication, and employee attestations for legal and corporate policies.
Track legal obligations, regulatory requirements, deadlines, and evidence to support ongoing compliance readiness.
Capture issues, assign actions, set due dates, and monitor completion with escalation and cross-team visibility.
Route contracts, policies, and legal decisions through standardized approval paths with audit-ready records.
Centralize legal documents, filings, correspondence, and evidence with version control and access governance.
Legal teams often rely on emails, shared drives, and disconnected systems.
SmartSuite centralizes matters, contracts, approvals, policies, and compliance tasks — giving every stakeholder shared visibility and reducing duplicate work.
SmartSuite keeps all communication connected to matters and contracts, enabling real-time collaboration between Legal, HR, Finance, Procurement, and business stakeholders.
Consistency in templates, workflows, and page layouts helps new team members quickly understand matter handling, contract reviews, and documentation workflows.
Instead of juggling point tools for matter tracking, contract management, approvals, and policy governance, SmartSuite consolidates all legal workflows into one system.
Dashboards surface matter timelines, contract status, risks, workloads, compliance tasks, and bottlenecks — giving leaders immediate insight into legal operations.
SmartSuite automates approvals, reminders, document routing, renewals, and status updates — dramatically reducing manual coordination.
Linked data models connect obligations, policies, controls, issues, and legal tasks — improving traceability, audit readiness, and regulatory alignment.
SmartSuite’s no-code tools allow teams to tailor workflow logic, expand legal programs, and onboard new teams or regions quickly — without waiting on IT.
General Counsel / Chief Legal Officer
Oversees the legal function, manages enterprise legal risk, and advises executives on regulatory, contractual, and governance matters.
- Benefit Statement:
SmartSuite gives General Counsel real-time visibility into legal workload, risk exposure, and compliance posture — enabling confident decision-making and strategic legal oversight.
- Benefit Source:
Executive dashboards, matter summaries, contract visibility, approval history, and audit trails.
Legal performance oversight
Reviews active matters, contracts, and risk trends across the organization.
Risk & compliance connection
Monitors legal exposure tied to contracts, regulations, and disputes.
Executive & Board Reporting
Produces concise, defensible summaries for leadership and board review.
Director of Legal Operations
Owns legal processes, technology, metrics, and operational efficiency across the legal department.
- Benefit Statement:
SmartSuite centralizes legal workflows and eliminates manual coordination, allowing Legal Ops leaders to scale operations without increasing overhead.
- Benefit Source:
Workflow automation, intake systems, KPI dashboards, document management, and reporting tools.
Workflow optimization
Designs and governs standardized matter, contract, and request workflows.
Operational Metrics
Tracks cycle times, backlog, workload distribution, and SLA performance.
Technology & Process Governance
Manages legal systems, templates, and process consistency.
Attorney / In-House Counsel
Handles legal matters including contracts, negotiations, regulatory interpretation, and advisory support to the business.
- Benefit Statement:
SmartSuite reduces friction in legal work by centralizing documentation, approvals, and collaboration in one system.
- Benefit Source:
Matter workflows, document versioning, approval routing, and contextual collaboration.
Matter execution:
Manages assigned matters, tasks, and deadlines with full context.
Contract review
Reviews, redlines, and approves agreements within structured workflows.
Legal Collaboration
Coordinates with stakeholders through in-record communication and comments.
Contracts Manager
Manages the end-to-end lifecycle of contracts, including drafting, review coordination, execution, renewals, and obligations.
- Benefit Statement:
SmartSuite streamlines contract workflows and ensures nothing is missed across reviews, approvals, and renewals.
- Benefit Source:
Contract lifecycle workflows, renewal alerts, approval routing, and audit logs.
Contract Lifecycle Management
Tracks contracts from draft to execution and renewal.
Approval coordination
Routes agreements to Legal, Finance, Risk, and business approvers.
Renewal & Obligation Tracking
Monitors key dates, notice periods, and commitments.
Paralegal / Legal Assistant
Supports attorneys with documentation, filings, matter coordination, and administrative legal tasks.
- Benefit Statement:
SmartSuite centralizes legal support work, reducing manual follow-up and improving accuracy and responsiveness.
- Benefit Source:
Task management, document repositories, reminders, and workflow tracking.
Document Management
Uploads, organizes, and maintains legal records and exhibits.
Task Coordination
Tracks deadlines, filings, and follow-ups across matters.
Workflow Support
Assists with intake processing, approvals, and reporting prep.
Policy & Governance Manager
Oversees legal policies, standards, training requirements, and attestations across the organization.
- Benefit Statement:
SmartSuite provides structured policy governance with full traceability and recurring review automation.
- Benefit Source:
Policy lifecycle workflows, version control, attestation tracking, and audit history.
Policy Lifecycle Management
Drafts, reviews, publishes, and updates policies.
Attestation Tracking
Monitors employee acknowledgments and completion status.
Governance Reporting
Provides audit-ready policy and compliance evidence.
Compliance Counsel
Advises on regulatory obligations and ensures legal compliance across contracts, operations, and business processes.
- Benefit Statement:
SmartSuite connects regulatory requirements to legal work, improving compliance consistency and audit readiness.
- Benefit Source:
Regulatory mapping, linked obligations, evidence repositories, and dashboards.
Regulatory Interpretation
Reviews legal obligations tied to contracts and operations.
Compliance Validation
Confirms documentation and controls meet regulatory expectations.
Audit Support
Produces defensible records for regulators and auditors.
Business Stakeholder / Requestor
Submits legal requests and participates in contract or matter reviews related to business activities.
- Benefit Statement:
SmartSuite provides transparency and predictability for legal requests, reducing delays and confusion.
- Benefit Source:
Structured intake forms, request tracking, notifications, and role-based views.
Legal Request Submission
Submits contracts, reviews, or advisory requests through standardized forms.
Status Visibility
Tracks progress, ownership, and next steps without email follow-ups.
Approval Participation
Reviews and approves legal documents when required.
Procurement Manager (Legal Collaboration)
Coordinates with Legal on vendor contracts, sourcing events, and supplier obligations.
- Benefit Statement:
SmartSuite aligns Procurement and Legal workflows to accelerate contracting while maintaining governance.
- Benefit Source:
Linked vendor records, contract workflows, approval routing, and obligation tracking.
Contract Collaboration
Works with Legal on vendor agreements and amendments.
Approval Alignment
Participates in contract reviews and approval workflows.
Renewal Awareness
Tracks contract timelines and obligations tied to procurement activity.