Outside counsel review

Track what is with outside counsel and what is waiting on signature.

Contracts stall between counsel and signature and nobody knows who is holding them. Hops reads DocuSign envelopes and the counsel threads to show what is waiting on whom, and drafts the reminders.

How it runs: Scheduled. An automation runs every Thursday at 10:00 AM, posts the status to the legal Space and saves the tracker. You can also ask Hops any time.

What it does

• Reads envelope status. Hops checks DocuSign for envelopes out for signature and who has not signed.
• Reads counsel threads. It checks Gmail for contracts sitting with outside counsel and the last reply.
• Shows who acts next. Each contract lists how long it has waited and who owns the next step.
• Drafts reminders. A polite reminder is drafted for anything waiting more than 5 days.
• Calls out overdue items. Envelopes past their target date are listed first.

Ask Hops

Copy a prompt into any chat with Hops, or mention @Hops in a Space.

What's waiting on counsel or signature?

Which Globex contracts have been with outside counsel for more than a week?

List unsigned DocuSign envelopes past their target date, with the signer.

Draft reminders to everyone holding an Acme envelope.

How long has the Northwind MSA been with counsel, and what was the last update?

Example reply:

7 contracts are waiting:

• 3 with outside counsel for more than a week.
• 4 envelopes unsigned; 2 past their target date.
• Reminders drafted for each signer.

What you get

• A weekly post in the legal Space (or Slack channel) with what is waiting and on whom.
• An updated tracker Table in Tables with each contract, status, days waiting and next owner.
• Reminder drafts for contracts waiting more than 5 days.
• Answers on demand. Ask Hops for the current status in chat.

Connections needed

Connect these apps. Each card opens Connections in the app.

DocuSign

Envelope status and signers.

Gmail

Threads with outside counsel.

Slack

Where the weekly status post goes.

Set it up

1. Connect your apps

   Connect the apps above in Connections.

   See Connections.

2. Create the Space

   Create a legal Space for contracts in flight.

   See Spaces and Space context.

3. Add the skill

   Give Hops these instructions:

   You track contracts in flight. List each contract with counsel or awaiting signature, how long it has waited and who acts next. Draft a polite reminder for anything over 5 days.
   

   See Build a skill.

4. Schedule it

   Run it every Thursday at 10:00 AM. It posts the status to the legal Space and updates the tracker in Tables.

   See Automation.