Legal (internal)
Purpose: Canonical internal legal planning for Brainforge: Q2–Q3 backlog, operating signals, diligence questions, and links to systems of record (Notion, Drive, Linear).
Not client-specific matter work — that stays in client vault folders or #legal Slack.
Folder layout
knowledge/legal/
README.md ← you are here
*.docx ← legacy Word templates (see `#legal` for current pack)
roadmaps/ ← time-horizon roadmaps (priorities, Q2/Q3 split)
plans/ ← execution plan logs + phased quarterly checklists
phased/ ← week-by-phase Q2 legal plan (metrics, sign-offs)
playbooks/ ← future: flowcharts, SOPs, routing (“which paper when”)Operating model
| Layer | Who / what |
|---|---|
| Roll-up | Legal rolls up into Operations. Ops owns routing, templates execution, Documenso, and day-to-day contract throughput. |
| Ops lead | Rico Rejoso — primary DRI for legal operations (signing links, Monday-style batched updates, coordinating with Finance as needed). |
| Part-time internal counsel | Holly Condos — redlines, template strategy, deal-structure judgment, escalations. |
| External counsel | Bend Law — matters that need outside firm capacity or specialty (e.g. immigration has been discussed alongside Bend in #legal; route other specialist work the same way). |
| Executive | Uttam Kumaran — signatory and policy direction on material terms. |
Communications
- Primary channel: Slack
#legal— default place for requests, document links, and status (Linear notifications also land here when configured). - Email: Use the
legal@Google group (see#legalfor who is on it) when you need a durable thread or formal CC.
Where materials and flowcharts live
There is no single canonical path yet for “all legal materials” or decision flowcharts (new client vs contractor vs partner — discussed with Holly as a 2026 goal). Use this as the working map; update this section when flowcharts are filed.
| Artifact | Likely home today | Status |
|---|---|---|
| Contract templates (2026 pack) | Google Drive — BrainForge Contract Templates 2026 (Holly shared Loom + folder link in #legal) | Source of truth for paper |
| Directory + changelog | Notion — Master Contract Directory and Changelog | Ops + Holly to keep current |
| Executed agreements archive | Drive — e.g. “executed agreements” / partnership drives (see #legal references) | Filing discipline is an active theme |
| Decision flowcharts (routing: which template, which counsel path) | TBD — target home: playbooks/ or Notion under the Contract Directory | Not yet centralized |
| This vault | knowledge/legal/ | Strategy, backlog, peer questions — not a substitute for signed PDFs or Notion ops DB |
Action: When flowcharts ship, add a row above and link from here + Notion changelog.
Documents
| Doc | Use |
|---|---|
roadmaps/roadmap-q2-q3-2026.md | Strategic backlog (15 themes + Q2/Q3 split + appendices + Slack-informed signals) |
plans/q2-2026-roadmap.md | Legal Q2 outcomes + initiatives (canonical quarter narrative) |
plans/plan-legal-q2-q3-pr585.md | Plan log for vault + PR #585 |
plans/phased/q2-2026.md | Phased Q2 legal plan (checklists, metrics, sign-offs) |
../plans/legal/q2-2026.md | Optional mirror under knowledge/plans/legal/ — keep aligned with phased doc + roadmap |
Cross-functional Q2 context
- Q2 2026 hub — Legal, Finance & Sales Engineering — index to Legal Q2 roadmap, Finance Q2 roadmap, Sales Engineering Q2 roadmap
Systems of record (do not duplicate)
- Notion — Master Contract Directory and Changelog — ops-facing options + changelog (Rico/Holly ownership discussed in
#legal). - Drive — BrainForge Contract Templates 2026 — Holly Loom + template pack (link in
#legal; not duplicated here). - Linear — Legal team — triage; structure initiatives after roadmap sign-off.
Linear alignment (when ready)
After owners and quarter split are confirmed, scaffold initiatives/issues from roadmaps/roadmap-q2-q3-2026.md using the repo skill linear-roadmap-to-structure (.cursor/skills/linear-roadmap-to-structure/SKILL.md).
Last updated: 2026-03-30 (folder layout: plans/, roadmaps/, playbooks/)