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Corporate Governance Workflows for In-House Counsel

Give directors the information they need for board decisions. GC AI supports corporate governance with drafting and record review, helping your team prepare for meetings and document approvals.

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Corporate Governance Workflows

Keep board decisions and entity obligations tied to the records counsel needs to verify. GC AI helps prepare meeting materials, check entity calendars, locate prior approvals, and draft filings from company records.

Build an Entity Calendar and Check Its Evidence

Give counsel a prioritized view of entity deadlines and records that need attention. Build an entity-by-entity calendar from company records, then check it against applicable law and flag conflicting deadlines, gaps between meeting plans and governing documents, unassigned owners, and actions marked complete without supporting evidence. Add a watchlist for future or conditional requirements. A weekly Automation can recheck the law and source records and propose calendar changes for review.

Search Governance Records Across Entities

Use the lender's request to identify the actions and entities that need supporting approval records. Search available minutes, resolutions, charters, and consents with Contract Intelligence, then compare the action log with the underlying records.

Pair those records with a Project for transaction-specific instructions and follow-up. Counsel checks the designated minute books, obtains any missing approvals, and confirms what can be reported to the lender.

Prepare Board and Meeting Materials

Maintain board and committee materials in Projects, including charters, prior packages, minutes, templates, and outstanding action items. Draft agendas, summarize complex legal and business materials, identify required decisions and approvals, and prepare briefing notes and committee updates. After each meeting, turn notes and transcripts into draft minutes, resolutions, written consents, and action items.

Prepare Corporate Filing Drafts and Checklists

Help the filing team prepare a first draft and identify missing inputs for legal review. Keep prior filings, supporting records, templates, and entity information in Projects; use Research for current requirements, Skills for consistent checklists and drafting instructions, and Automations for recurring readiness reviews.

Review Governance Policies for Board Decisions

Draft, compare, and update governance policies using company templates, board requirements, applicable laws, and internal approval standards. Use Contract Intelligence to analyze policies across the organization, Skills to apply consistent drafting standards, and Automations to conduct recurring reviews of legal developments and governance policies.

Corporate Governance Example: Check Entity Calendar Records

The example compares five supplied records, flags conflicting dates and an unsupported completion entry, and leaves missing approvals for counsel to resolve.

  1. 01Start with the entity records
  2. 02Review deadlines, owners, and evidence
  3. 03Explore the recurring review setup
See the workflow in GC AI
GC AI / Acme Entity Governance Calendar

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Arc’teryx
“We couldn't do our job without GC AI. The use cases are so broad, from comms to contracts to strategy, it pays for itself in weeks.”
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“Becoming a more strategic thinker requires headspace that's hard to find when you're buried in tasks. GC AI helps me get there in two ways: it saves time on the routine stuff, and it also helps me think strategically - compounding the value.”
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Commercial Flooring

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Alexis PalmerSenior Managing Counsel - SnykAlexis Palmer

Developer Security Software

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Corporate Governance Questions

Can GC AI Follow Our Board and Meeting Templates?
Yes. Keep charters, prior packages, approved templates, and open action items in a Project. Use Project instructions or a Skill to set the format and terminology. GC AI can draft agendas and briefing notes before a meeting, then use meeting notes or a transcript to prepare draft minutes and resolutions for the corporate secretary and counsel to review before they are finalized.
Can We Build a Calendar for Each Entity and Keep It Current?
Yes. GC AI can organize dates from entity records, check applicable requirements, and produce an entity-specific calendar with sources and calculations. An Automation can run recurring reviews and flag proposed changes; the team confirms dates and completion evidence before updating its maintained calendar.
Can GC AI Help Find and Verify Prior Governance Actions?
Yes. Contract Intelligence can search minutes, resolutions, charters, and consents across entities and point to supporting documents. GC AI can also compare an action log with the underlying records and flag entries marked complete without evidence. Keep official records in your designated minute books, and follow up on approvals that are missing from the available records.
Can GC AI Help With Recurring Corporate Filings?
Yes. A Project can hold prior filings, templates, and supporting entity records. GC AI can help build a checklist, identify missing inputs, and prepare a first draft; the filing team verifies current requirements and the final submission.
Does This Work for Public and Private Companies?
Yes. Teams can tailor Projects, templates, and recurring instructions to their entities, reporting obligations, and approval practices.
How Should We Handle Confidential or Privileged Governance Materials?
Limit Project access to the people working on the matter, check sharing settings before adding sensitive files, and review outputs before wider circulation. GC AI's Trust Center provides information about its security practices.
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