Approval workflow

Legal Review

Move documents through counsel review, owner approval, scheduling, and controlled activation.

Product preview

Publication requires final owner approval after the designated legal review. Whis and BrainOS may summarize changes and risks but cannot approve or publish legal text.

Draft1

Agreement versionReferral Agreement V4

Ownership language updated

Terrance

Counsel Review2

Agreement versionPartner Agreement V7

Fee-split and data-rights review

External counsel

Agreement versionRecording Notice V6

Jurisdiction matrix required

External counsel

Owner Approval1

Agreement versionEmployer Services V9

Counsel review complete

Terrance

Scheduled1

Agreement versionPrivacy Notice V17

Effective Aug 15, 2026

System schedule