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Policies

Give your firm's standards a maintained home. Draft changes, publish a controlled version and keep acknowledgement records attached to the policy people are expected to follow.
Policies workflow illustration using LawAOS components and fictional records.
Policies
Policies workflow illustration using LawAOS components and fictional records.
Policies

Part of your firm's operating system

Separate drafts from live policy

Prepare edits without replacing the published version. Release a new version when the authorised publisher is ready.

Defined audiences and dates

Set role audiences, effective dates and review dates for confidentiality procedures, staff handbooks and other firm policies.

Recorded acknowledgements

Require acknowledgement where appropriate, review the recorded count and retain the policy's version history.

In daily practice

  1. 01

    Prepare the policy

    Add the title, category and content, then set the intended audience and relevant dates.

  2. 02

    Publish the version

    Review the draft and release it through the publishing permission, with a note explaining the change.

  3. 03

    Follow acknowledgements

    Review acknowledgement records and revisit the policy when its content or the firm's requirements change.

Before you begin