Legal module

/legal is the legal control panel — seven tabs covering contracts, templates, compliance, IP, insurance, litigation, and data subject requests (GDPR).

Tabs

• Dashboard — KPI strip + tables for contracts/IP/insurance expiring ≤90d, compliance items due, open litigation, open DSRs.
• Contracts — repository of NDAs, MSAs, SOWs, vendor / customer / partner / lease contracts. Each can have file upload, expiry date (drives 90-day alert), auto-renew flag, status (active/expired/terminated/superseded).
• Templates — reusable boilerplate (NDA, MSA, employment offer letter). Plain text body for copy-paste when drafting.
• Compliance — recurring per-entity tasks (annual filings, quarterly tax returns, license renewals). "Mark done" auto-advances next due date by cadence.
• IP — trademarks, patents, copyrights, domains. Filing/grant/expiry dates with renewal alerts.
• Insurance — policies (general liability, professional, cyber, D&O, workers comp, health). Coverage + premium amounts, expiry alerts.
• Litigation — case log: name/number, court, role (plaintiff/defendant/etc), counsel, filed/next-action dates, status flow (open → settled/won/lost/dismissed/on_appeal).
• DSR / GDPR — data subject requests with auto-set 30-day SLA. Status: open → verified → processing → completed/rejected.

Multi-entity

All seven sections support per-entity tagging — vendor contracts can attach to SoftInWay India, IP can attach to SoftInWay USA, etc. Dashboard alerts roll across; tab views show all entities in one list (with entity name column).

Permissions

Legal is gated by the per-employee has_legal_access flag. It is independent of role: managers and employees (including those with Finance / HR flags) see nothing of Legal (no menu, 403 on direct URL) unless an admin grants the Legal flag specifically. Admin always has it.

To grant the flag: Manage → Employees → [person] → Edit → Module access → Grant Legal access.

The flag is granular but per-module — anyone with has_legal_access sees all seven tabs. Splitting tabs (e.g., HR-manager-sees-only-employment-templates) is not in V1.

See Roles for the full access model.

What's not in V1

• Contract clause library / AI-assisted drafting
• e-Signature integration (DocuSign / Adobe Sign)
• Vendor/customer master data shared with Finance
• Compliance task assignment notifications (just the dashboard surfaces them; no email yet)
• Privilege flag on litigation (everything visible to anyone with Legal access)