Leela
Setup

Sales and revenue teams.

The NDA back the same afternoon and the order form redlined within the lines legal drew. Nothing goes to the customer until legal has seen it.

Setup See how it works

The customer sent their NDA at 10. Legal is in a board meeting until 4.

Forward it to Leela with legal in copy. She reviews it against the positions legal set, returns the redline and a note, and legal sees the whole thing before anything moves. The customer gets a reply the same afternoon.

What you send

What comes back

  1. The triage

    9 tracked changes. 6 inside the playbook, accepted. 2 pushed back with the standard language. 1 needs legal: a mutual non-solicit the playbook does not allow.

  2. The redline

    The 8 decided changes applied as tracked changes with comments for Kestrel's counsel. The ninth left open with a note to Asha.

  3. The note

    To you and to legal. What can go back to Kestrel today and the one point that waits for Asha.

Can sales send it?

Only if legal says so.

She sends work to your team, never to the customer. Legal sets the playbook, sees every redline in copy, and decides what leaves. Sales gets speed. Legal keeps control.

Also on the desk

  • The order form

    The customer's changes to payment terms and the renewal cap, checked against the positions legal set. Net 45 is a fallback. Net 60 is a question.

  • The commercial promise

    "I agreed net 45 on the call." Email it to legal and the next redline reflects it, with the source recorded.

  • The customer's paper

    The 35-section MSA that gates the quarter. Legal gets the issues list in minutes instead of days.

  • Security questionnaire

    120 questions answered from the policy pack while the deal moves, each citing its source.

  • Where things stand

    "What is still open on the Halcyon deal?" The issues list answers, per round.

  • The record

    Every version and every position on the deal, so the handover to the next rep or to legal is the thread itself.

Forward the NDA that is holding the deal.

Setup