An overview of the main Legislate concepts

The goal of this page is to provide more context to the Legislate endpoints.

Which concepts are connected to a contract?

A Contract has a Contract Type and at least 1 contract Collaborator.
A contract type can have multiple Contract Type Template versions. For example, if a law is updated the template will need to be updated and a new version will be created.

Contract fields are the parameters of the Contract Type Template. The values of the contract fields provided by the contract creator are designated as a contract configuration. The contract template will be adapted based on the contract configuration.

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A diagram of the entities connected to a contract

Which concepts are connected to a collaborator?

A User who is connected to a contract will be treated as a collaborator. The role and side of a Collaborator will determine if they can make updates to the contract as well as the information they need to provide for the contract. The information a collaborator will need to provide for the purposes of the contract will be stored in the identity fields.

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Identity fields

The identity fields of a Collaborator will always include their First Name, Last Name and Email.

What are the possible roles of a collaborator?

A collaborator can have the following roles:

  • collaborator: they can invite/manage the parties of a contract and update the terms if they are from the first side.
  • party: a user or company who is a party to the contract
  • signatory: a user who is authorised to sign on the party's behalf. For example a Director signing on behalf of a company or a letting agent signing on behalf of a landlord.
  • supporting signature: a second signature to support the signatory or party.
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A diagram of the entities connected to a collaborator

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Roles

A User can be a collaborator and another role. For example, collaborator and party. The team members of a team are collaborators of a contract by default.

What are the entities connected to a Team?

A Team is where team members can create, manage and store contracts. A User who creates a team will by default be a Team owner. Team members and team owners can create and manage contracts. A team owner can manage team members.

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A diagram of the entities connected to a team

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Team members

The team members of a team can access all the contracts of that team, even if the contract was created prior to the user becoming a team member.

What is a bundle?

A bundle or a bundle of contracts is used to group contracts in a team. The collaborator and contract data in a bundle can be easily copied over from one contract to another (e.g. Employment offer letter to Employment contract). Contracts can be added to bundles at anytime. When a contract is created on its own it will automatically be part of a bundle.

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A diagram of contract bundles in a team