A template for logging all the legal consultations and advice provided to SayPro teams
📌 Section 1: Consultation Overview
Field Description Consultation ID Unique identifier for each legal consultation (e.g., LEG-JAN-2025-001) Date of Consultation The date the consultation took place Requested By Name of the requesting team/individual Requesting Department Department or business unit within SayPro Legal Advisor Assigned Name of the legal consultant or team member assigned Mode of Consultation In-person / Virtual / Email / Phone Duration Length of the consultation in hours/minutes
📝 Section 2: Consultation Details
Field Description Nature of Request Brief description of the issue/question (e.g., contract review, IP query) Legal Area Involved Contract Law / Employment / Compliance / Corporate / IP / Other Summary of Advice Given Key points of legal counsel provided Reference Documents Any documents reviewed or generated (e.g., NDAs, contracts, policies) Risk Level Assessed Low / Medium / High (with optional notes) Compliance Implication Any regulatory compliance or reporting implications Follow-Up Actions Needed Description of next steps or requirements Assigned To Person/team responsible for follow-up actions Due Date Deadline for follow-up completion
📈 Section 3: Consultation Status & Outcome
Field Description Consultation Status Open / In Progress / Closed Outcome / Resolution Final advice implemented or resolution summary Review Date Date of next legal check-in (if applicable) Reviewed By Name of the reviewing legal officer Review Notes Any additional remarks or considerations
📂 Section 4: Compliance & Documentation Log
Field Description Log Entry Timestamp System-generated timestamp for record entry Document Storage Link Hyperlink or file location to access legal records (internal drive/CRM) Compliance Check Passed Yes / No (linked to compliance audit) Audit Trail Reference Cross-reference to internal audit documentation or compliance logs
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