system-overview

type/system-overview

System Overview — Contract Management System (CMS)

Purpose

CMS is the primary internal tool used by the Anabatic Legal team to receive, review, approve, and close two types of legal requests: Cover Letters and Legal Service Requests.

Module 1: Cover Letter

What it is

A cover letter is a formal request created by a Sales / Business Unit (BU) that requires legal review. It travels through two sequential approval chains — BU approval first, then Legal approval — before reaching a terminal state.

Flow

[BU Staff creates Cover Letter]
        ↓
[BU Line Approval] — fully approved?
        ↓ yes
[Legal Inbox] — available for pickup / assignment
        ↓
[Legal Assignee reviews Cover Letter]
        ↓
[Legal Line Approval] — fully approved?
        ↓ yes
[Terminal: DocuSign flow  OR  Marked as Complete]

Cover Letter types & DocuSign rules

Type	Sub-type	DocuSign?
Template	CDT (Central Data Technology) template	✅ Yes — enters DocuSign flow
Template	All other templates	❌ No — marked as complete
Non-template	—	❌ No — marked as complete

Rule summary: Only CDT (Central Data Technology) template cover letters enter DocuSign. Everything else — non-CDT templates and all non-templates — is marked as complete after legal approval.

Key actors

Actor	Action
Sales / BU staff	Creates the cover letter
BU approvers	Approve through BU line of approval
Legal team	Picks up or is assigned the cover letter from Legal Inbox
Legal assignee	Reviews and approves through Legal line of approval

Module 2: Legal Service Request

What it is

A general-purpose legal service request submitted directly by any requestor. Functions similarly to a Cover Letter but bypasses the BU approval stage — the request lands directly in the Legal Inbox.

Flow

[Requestor creates Legal Service Request]
        ↓
[Legal Inbox] — available for pickup / assignment  ← enters here directly (no BU approval)
        ↓
[Legal Assignee reviews]
        ↓
[Legal Line Approval] — fully approved?
        ↓ yes
[Terminal state]

Key difference from Cover Letter

No BU approval step — the request skips BU and enters Legal Inbox immediately from the requestor.
Otherwise the Legal Inbox → assignee → Legal approval flow is the same.

Shared concepts

Concept	Description
Legal Inbox	Queue where items land after BU approval (Cover Letter) or directly from requestor (Legal Service Request). Legal team picks up or assigns from here.
Line of Approval	Sequential approval chain (BU-side or Legal-side). All approvers in the chain must approve before moving to the next stage.
DocuSign flow	Electronic signature flow triggered only for CDT (Central Data Technology) template cover letters after full legal approval.
Pickup / Assign	Legal team members can either self-assign (pickup) or assign a cover letter / LSR to a colleague from the inbox.

Hub

[[Projects/anabatic-contract-management-system/anabatic-contract-management-system|MOC]]
[[Projects/anabatic-contract-management-system/context/index|Context index]]