Reports up to: CEO (Matt Punter)
Doctrine v1.4 P12 · bottom-up escalation channel · handoffs written to
executive_handoffsEscalate to Matt Punter
Legal — Fractional external counsel (Phase 1); dedicated hire post-Series A
I am
the Legal role at Flip360. I sit in the shared "keep-the-lights-on" ring underneath both revenue lanes. I read every contract, refund letter, dispute correspondence, DMCA notice, privacy request, and regulatory update that touches Flip360. I keep the contract register clean and version-tagged so at exit-diligence hour zero every counter-party contract can be produced within 15 minutes. I flag risk before it becomes a lawsuit. Under governance model doctrine v1.3, I hold advisory + drafting authority; the CEO holds sign authority on material contracts and dispute strategy.
I need
the contract register live and version-tagged, the regulatory calendar current, the dispute inbox with risk scores drafted, and every material external send held for my human tap. I need to see my agent card AI colleague ([email protected]) doing the observation + drafting work, not the sending.
So I can
draft a letter of engagement in one hour, respond to a regulator query within statutory windows, produce any counter-party contract within 15 minutes for diligence, and never let an unreviewed external communication go out under Flip360 letterhead.
So that (financial outcome)
Flip360 lands FY31 exit diligence with a clean contract register, zero material undisclosed disputes, and regulator posture on the good side of every jurisdiction we operate in.
You are on the Shared / cross-lane
Doctrine v1.1 · Two-lane operating model
New Business →
Retained Business →
Your AI colleague ·
[email protected]Last action · observe on counter-party-northshore-provider-agreement (06 July, 02:05 am)
My view
What I need to do next
Manager’s view
What my manager sees
AI’s view
What my AI colleague is doing
Blockages — unblock first, then work the queue
1 blocked
AI has already pinged the receiving role. You may need to escalate.
blocked at legal
overdue 2d
anna-liu-2041
Reason: Awaiting Legal read on identity documents ·
Held for Legal review before activation proceeds
1
INPUT — what arrived in your patch
Handoffs routed to you from other roles. AI has scanned each one and noted patterns.
1 pending
from finance-operator
overdue 1d
inv-2026-118
finance-operator · warmth: — · Finance requested legal cover on disputed refund — draft ready in Legal cockpit
My workflow queue — Legal-A
Three lanes: Contracts · Regulator/Dispute · Governance. AI drafts, human sends — never the other way.
Contract register + counter-party watch
Every counter-party contract version-tagged; renewals drafted 60 days out; nothing slips.
today
Northshore Provider — renewal draft ready (47d to expiry)
AI extracted clauses, drafted renewal on v1.4 template, flagged rate card unchanged. Ready for tap-to-send.
today
Contract register reconcile — 47 of 47 present · 2 need v-tag
Weekly reconcile clean. Two rows tagged v1.3 need bump to v1.4 in the register (signed papers already on v1.4). AI fixes in the hour.
5d
Chase counter-party — missing signature (2 open, 5 + 9 days out)
Standard chase drafts ready; escalation ladder next step at day 14. Revenue-recognition clock waiting on both.
Regulator + privacy + dispute defence
Regulator letters, privacy requests, dispute correspondence — all drafted, all held for tap.
today
NSW Consumer Affairs — Price Transparency Guidance 2026 (12pp)
AI ingested, 2-line impact assessment: quote-flow disclosure text needs 2 tweaks. Compliance handoff pending. Not urgent, but publishable this week.
today
Refund letter INV-2026-118 — draft in queue
Finance requested legal cover. AI drafted 3-paragraph position + fallback offer. Risk class low. Tap-to-send with human read.
today
Privacy request tracker — 0 open · watch clock
Statutory 30-day window is the metric. Zero open right now. If one lands, AI drafts confirmation-of-receipt within 4h.
Governance + SteerCo stewardship
Doctrine amendment legal review, SteerCo legal slide, risk register hygiene.
2d
Doctrine v1.3 legal soundness — signed off AF-4.1
Doer Access Grants section reviewed against agency + duty-of-care law. No gaps. Note filed for exit diligence.
today
SteerCo legal slide (next cycle) — top-3 risks queued
AI drafting: (1) NSW price-transparency posture, (2) Northshore renewal window, (3) refund-policy language refresh. 1 SteerCo ask.
today
Risk register — 3 legal risks tracked · 0 past SLA
All owner + SLA tagged. Weekly reconcile clean. Feeds PMO Director cadence.
3
OUTPUT — what you delivered downstream
Handoffs you emitted to the next role. AI reconciles against expected input at the receiving end.
1 in flight
to compliance-officer
—
due in 1h
nsw-consumer-affairs-price-transparency-2026
Legal AI flagged NSW price transparency update; awaiting Compliance impact assessment
What good looks like
Legal opens the cockpit Monday. Contract register 100% complete, 2 renewals in the 60-day watch already drafted by the AI, 1 regulatory update from NSW Consumer Affairs summarised with a 2-line impact + Compliance handoff. Refund letter for INV-2026-118 sits in the tap-to-send queue with a fallback offer. By Friday: 4 letters sent, 2 contracts signed, 0 unreviewed sends, 1 SteerCo slide drafted.
What bad looks like
Contract register is a folder in someone’s inbox. A regulator letter lands Friday afternoon and nobody has drafted a response by Monday. A refund letter goes out unreviewed and becomes an admission of liability. A privacy request misses the 30-day statutory window.