Legal OS for solo GCs and lean legal teams

Your legal function should not live in one person’s head.

Legal OS turns your contract positions, escalation rules, team guidance, and decision history into infrastructure the whole company can use.

Please do not send confidential or sensitive information before the firm confirms an attorney-client relationship.

A real page from Legal OS: the Liability Caps and Damages Waiver contract playbook entry, showing default position, acceptable fallback, never accept, escalate when, and sample language.

The problem

A solo GC becomes the company’s legal memory—and its legal bottleneck.

Contract positions live in your head. Sales escalates issues that have already been resolved. Product ships without a consistent review checklist. Vendors are assessed differently depending on who happens to be involved.

The problem is not a lack of judgment. It is that the judgment has no durable home. When you are in a meeting, on vacation, or eventually move on, the company loses access to what makes its legal function work.

The outcome

Capture the judgment. Make it usable. Keep it current.

For legal

Stop answering the same questions. Playbooks handle the recurring work and escalation rules identify the decisions that still need your judgment.

For the business

Sales, product, engineering, and operations get clear guidance without waiting for legal to restate an answer that already exists.

For the company

Significant positions and decisions become institutional knowledge instead of walking out the door when someone leaves.

What is included

Nine modules, built around your business.

Every system reflects the company’s contracts, team structure, product, and actual decision-making process.

01

Contract Playbook

Default positions, acceptable fallbacks, never-accept terms, escalation triggers, and sample language for recurring contract issues.

02

Sales Playbook

Scenario-based guidance that tells sales what it can approve, what needs legal review, and how to handle common customer asks.

03

Product Playbook

Legal triggers for feature launches, data collection, AI functionality, integrations, and changes to customer commitments.

04

Vendor Playbook

A risk-tiered vendor review framework with review criteria, security and privacy triggers, and approval rules.

05

AI Governance

Approved and prohibited tools by use case, rules for customer data and source code, and AI-specific contracting guidance.

06

Escalation Matrix

A single reference that maps recurring situations to the person who can decide, the person who must review, and the issues that reach leadership.

07

Team FAQs

Clear answers for sales, product, engineering, operations, and leadership—written so non-lawyers can act without interpretation.

08

Decision Log

A structured record of significant legal decisions, including the question, answer, reasoning, owner, and revisit date.

09

Legal Dashboard

A concise view of legal priorities, open questions, live playbooks, major risks, and the next scheduled review.

See it in action

Not a concept deck. The working system.

This is an actual contract playbook. Every issue follows a consistent structure: default position, acceptable fallback, never accept, escalate when, and sample language.

A real page from Legal OS: the Liability Caps and Damages Waiver contract playbook entry, showing default position, acceptable fallback, never accept, escalate when, and sample language.

How it works

A focused build, with minimal time from you.

01

Prepare

You complete a structured questionnaire a week before our first working session. Fill in what you know and leave the rest blank.

02

Build

Two focused calls cover contracts, sales, product, vendors, AI, and escalation. I fill the gaps and build the system.

03

Launch

The Legal OS is reviewed, refined, and deployed in about three weeks.

Standalone engagements

Start with one recurring decision or build the complete system.

Focused Legal OS Pilot

$5,000

One selected module, one focused working session, and a finished resource your team can use. The fee is credited toward a full build when the broader scope is agreed within 30 days after delivery.

Full Legal OS Build

$22,500

A comprehensive nine-module system. Final scope reflects the company’s complexity, existing materials, and operating needs.

Please do not send confidential or sensitive information before the firm confirms an attorney-client relationship.

Need ongoing legal support?

Legal OS foundations are developed progressively in every fractional counsel engagement.

Explore fractional counsel