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Contracting

Contracting covers every Agreement the Startup offers or signs, from its published terms to a negotiated contract.

Outcome

PartThis Process
OutcomeThe terms and privacy notice are live before launch, and each incoming Agreement returns signable within the fallback positions or with an Approval.
ReadsAgreement
LeavesAgreement, Purpose, Page, Approval
Runs inEach Startup

Accountable

Legal Lead, Legal Team.

Workflows

WorkflowRunsTeam
Publish termson Startup.createdLegal Team
Review a contracton Agreement.createdLegal Team

Who does each step

Contracting: who does each step8 steps in 2 Workflows, across 2 Roles: Legal Lead, Contracts Manager. The table below lists every step.Legal LeadLeiContracts ManagerKaiWorkflowPublish termsWorkflowReview a contract1 · Agreement.createDraft the terms from the Startup’s Offersand jurisdictions.2 · Document.createDraft the privacy notice from the data theProducts store.3 · Purpose.createDeclare a Purpose for each use of personaldata.4 · Page.createPublish the terms and the privacy notice asPages on the Startup’s Site.1 · Agreement.getCompare each clause with the fallbackpositions.2 · Agreement.updateAccept, redline, or reject each clause.3 · Approval.createCreate an Approval for any term outsidethe fallbacks.4 · Document.renderReturn a signable draft.Contracting: who does each step8 steps in 2 Workflows, across 2 Roles: Legal Lead, Contracts Manager. The table below lists every step.WorkflowPublish termsWorkflowReview a contractLegal Lead1 · Agreement.createDraft the terms from the Startup’s Offers andjurisdictions.Legal Lead2 · Document.createDraft the privacy notice from the data theProducts store.Legal Lead3 · Purpose.createDeclare a Purpose for each use of personal data.Legal Lead4 · Page.createPublish the terms and the privacy notice as Pageson the Startup’s Site.Contracts Manager1 · Agreement.getCompare each clause with the fallback positions.Contracts Manager2 · Agreement.updateAccept, redline, or reject each clause.Contracts Manager3 · Approval.createCreate an Approval for any term outside thefallbacks.Contracts Manager4 · Document.renderReturn a signable draft.
Each box is a step, numbered within its Workflow, with the Verb it calls, under the Role it runs as. The table below adds approvals.
WorkflowStepRoleCallsApproval
Publish terms1. Draft the terms from the Startup’s Offers and jurisdictions.Legal LeadAgreement.createNone
Publish terms2. Draft the privacy notice from the data the Products store.Legal LeadDocument.createNone
Publish terms3. Declare a Purpose for each use of personal data.Legal LeadPurpose.createNone
Publish terms4. Publish the terms and the privacy notice as Pages on the Startup’s Site.Legal LeadPage.createNone
Review a contract1. Compare each clause with the fallback positions.Contracts ManagerAgreement.getNone
Review a contract2. Accept, redline, or reject each clause.Contracts ManagerAgreement.updateNone
Review a contract3. Create an Approval for any term outside the fallbacks.Contracts ManagerApproval.createNone
Review a contract4. Return a signable draft.Contracts ManagerDocument.renderWithin a Mandate

Events

DirectionWhenWhat happens
InOn Startup.createdStarts Publish terms
InOn Agreement.createdStarts Review a contract
OutAgreement.createdRaised by step 1 of Publish terms
OutDocument.createdRaised by step 2 of Publish terms
OutPurpose.createdRaised by step 3 of Publish terms
OutPage.createdRaised by step 4 of Publish terms
OutAgreement.updatedRaised by step 2 of Review a contract
OutApproval.createdRaised by step 3 of Review a contract
OutDocument.renderedRaised by step 4 of Review a contract

Plays

No Play names this Process.

Controls

Settings

SettingTypeDefaultSaySet with
contracts.reviewWithinstring2dReturn contract redlines within two daysSetting.update

Failure

A failed step retries; when retries run out, the Action goes to the Legal Lead.

Loop

No loop: the path is never randomized, because it serves Notices.

Code

Text
Turn on contracting

Enable

On by default for every Product Template. Process.pause stops new Actions; Actions in progress finish.

Text
Return contract redlines within two days

Example

A tutoring marketplace launches with published terms, a privacy notice and parental Consent drawn from its definition. Months later a school district asks for unlimited liability. Review a contract redlines it to 12 months of fees and returns a draft the district signs.