Draft version decision register
Pair every purchase agreement version with its material changes and the client decision on each, so the indemnity cap is decided and no rejected language returns unseen.
- Industry
- Legal and Compliance Services
- Team
- Client services
- Use case
- Client portals
- Tags
- Approval workflow
- Includes
- 1 database · 1 app
Template preview
Included items
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Matter closing and deal administration tracker
Database · Embedded view: Versions, client decisions and fee estimates · Requires sign-in
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Dashboards
App · 3 embedded blocks: KPI: Material changes awaiting a client decision (k-changes); Chart: Material changes by version and decision state (c-changes-stacked); Chart: Material changes by clause area and version (c-changes-grid) · Requires sign-in
Overview
What this template supports
A draft version decision register for a client decision-maker. It shows the changes awaiting a decision, the changes by version and clause area, the decision states from change proposed to incorporated, and the steps to release the next version. It embeds a live table of versions, decisions and fee estimates with sample records.
- Awaiting-decision KPI
- Embedded versions and decisions table
- Changes by version and clause area
- Decision state definition list
- State diagram of a change
- Version release steps
How to use this template
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Log each change
Add an entry for every material change with its source version, source document and owner.
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Record the decision
Record the lawyer's drafting position, the options sent and the client's decision against the exact version.
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Check before release
Check each new draft against every rejected entry before the responsible lawyer releases it.
Frequently asked questions
Why keep rejected language in the register?
So a later draft can be checked against it and no decision is reopened by accident.
Who decides a change?
The lawyer sets the drafting position and the client decides the business point.
What does Draft version decision register help me do?
Pair every purchase agreement version with its material changes and the client decision on each, so the indemnity cap is decided and no rejected language returns unseen.
Who reads and maintains this page?
Henrik Dahlberg at Solenne; prepared by the Ashcombe Varley deal paralegal after each version. The responsible partner reviews it.
When is the page ready to share with the client?
Sent only after the embedded view is filtered to the client and every change awaiting a decision shows an owner, a date and the options sent.
What do visitors see in the public link?
The public link opens the full page without sign-in. The embedded Matter closing and deal administration tracker view and the live Dashboards blocks are separate items that need FuseBase sign-in and workspace access, so a visitor without access does not see their live records.