How to use the Legal request intake template

Start a board from it
Use this template opens a new Freero board with the Legal request intake template on it (sign up free first). On a board you already have, open Templates in the toolbar and search for “Legal request intake”.
Follow the instruction on the board
“Every request comes through this one table, even ones from the CEO. Triage daily: urgency is set by a real deadline, not by who asks.”
Fill in each part
- Table Columns: Request · From · Type · Deadline · Urgency · Owner · Status
- Triage rules How urgency is set.
Bring your team and your agents
Invite people to the board or share a link, and work on it together live. The timer is in the top bar, private mode and voting in the board menu, and Claude or ChatGPT can join through Freero’s MCP server.

Work on it with an AI agent

Connect an assistant once and it works on the board with you, with your permissions: by default it reads and proposes, and people decide.

You ask: “Fill in the Legal request intake board from these notes.”
What happens It reads the board, then proposes sticky notes for it. Nothing changes until someone on the board accepts them.
You ask: “Group what we wrote into themes and list the actions.”
What happens It proposes clusters with a title each and task cards for the actions, labelled with its name and yours.

Compliance obligations register
List the laws, licences and standards you must meet, what each requires, who owns it and the evidence that you comply.
Audit readiness board
Get ready for an external audit: every piece of evidence the auditor asked for, who is gathering it and what is still missing.
Contract renewal tracker
See every contract that renews or ends in the next year, its notice period and value, so no renewal happens by accident.
Regulatory change plan
Plan how you will meet a new or changed regulation: what it requires, the gaps today, the work and the date it comes into force.
Contract review checklist
Read a commercial contract with the same questions every time: who, what, money, liability, exit and data, with red flags marked.
Policy drafting canvas
Draft a workplace policy people can follow: why it exists, who it covers, the rules, the exceptions and how it will be kept up.