Streamlining Employee Benefit Policies
with Fillable Document
A Success Story from General Counsel Group
Quick facts
Industry: Legal
Location: Chicago, USA
General Counsel Group is a full-service legal consultancy firm offering specialized services to business owners, families, and organizations.
General Counsel Group's Compliance Evolution: A Visual Narrative of Streamlining Employee Benefit Policies with Fillable Document
General Counsel Group - Fillable Document.pdfAbout General Counsel Group
General Counsel Group is a full-service legal consultancy firm offering specialized services to business owners, families, and organizations. Our Private Client Services provide expert guidance in managing investments and assets across real estate, businesses, and trusts, helping clients navigate complex financial landscapes.
In Litigation, they take an aggressive and cost-effective approach to protect their clients' rights and minimize liabilities in matters such as breach of contract, real estate disputes, and corporate issues, leveraging the power of the courts to achieve optimal results.
The Challange
Zafar Musvi from General Counsel Group faced a significant challenge in efficiently managing and creating customized employee benefit plans, stock options, and equity grant documents for startup clients.
The process of manually drafting these complex documents was time-consuming and prone to errors. Each document involved multiple steps, such as inserting dynamic and static information, customizing backend processes for storage and notifications, and manually managing document delivery to clients.
This inefficiency slowed down their operations and created friction for clients, hindering the firm's ability to deliver quick, responsive services.
Furthermore, Zafar's team needed a solution that would allow clients to seamlessly access and complete these documents on their own websites without requiring constant interaction with the firm.
Seeking a Solution
Zafar Musvi and General Counsel Group needed a solution to:
Automate document creation: Quickly customize complex legal documents with dynamic and static fillable fields tailored to each client's needs.
Simplify backend processes: Automate document storage, notifications, and updates.
Empower clients: Offer a self-service option for clients to issue equity grants, stock options, and employee benefits without contacting the firm each time.
The Solution: Adoption of Fillable Document
Zafar Musvi turned to Fillable Document, a Google Workspace add-on, to streamline their document management process.
With Fillable Document, General Counsel Group was able to:
Create Dynamic and Static Fillable Fields: The firm was able to generate employee benefit plans, stock options, and equity grant documents with fillable fields customized for each client’s specific requirements.
Automate Document Storage and Notifications: Completed documents were automatically stored in Google Drive, and notification emails were sent to clients and the firm, ensuring all parties remained informed.
Embed Forms on Client Websites: The firm could embed customized fillable forms directly into Google Sites, allowing clients to easily issue equity grants and stock options without needing to reach out to the firm each time.
Automate Custom Workflows: The automated workflows reduced the need for manual handling of documents, improving overall efficiency and document management.
Implementation
Template Preparation: AppCard’s process manager created a status report template in Google Slides, marking dynamic fields with the ${field name} format.
Dynamic Field Configuration: These fields were mapped to the data exported from Jira, including due date, status update date, status description, and traffic light color.
Form Publishing: The template was configured as a live fillable form using Fillable Document.
Automated Data Submission: Data was submitted directly into the form from Jira, streamlining the input process.
Data Storage and Document Delivery: The submitted data was automatically saved into a Google Sheet, and the generated slides were delivered to relevant stakeholders.
Results
Improved Client Experience:
Clients of General Counsel Group now had the ability to fill out and submit stock option and equity grant forms directly through the firm’s Google Site, eliminating the need for direct intervention. This self-service model enhanced client satisfaction and reduced the burden on Zafar's team.
Enhanced Operational Efficiency:
Automating the creation, storage, and delivery of complex documents allowed General Counsel Group to save time and reduce the administrative workload, freeing up resources for more value-added tasks, such as strategic legal counsel.
Streamlined Document Management:
By leveraging Google Workspace, the firm was able to ensure documents were securely stored and well-organized in Google Drive. This eliminated the risk of losing important documents and improved internal workflows.
Scalability:
With Fillable Document, Zafar was able to scale his firm's operations, enabling clients to handle equity grants and stock options independently, thus minimizing manual work and allowing the firm to handle a larger volume of clients with ease.
Testimonials
I leverage Jivrus Fillable Document through google docs to create custom employee benefit plans, stock options, and equity grant documents for clients of our law form for several years now. I like how the fillable fields can be dynamic or static and how I can customize backend process such as notification emails and where documents get stored. Most useful, however, is the Jivrus team and their response to queries or suggestions for features. They have been diligent in this regard for several years. As a firm that represents startups, I can appreciate when a dev team and the company remains responsive to customer emails even as the years go by and not just in the beginning.
Use: I create stock option forms that get embedded in Google sites for clients to issue equity grants to their employees or consultants. The process usually involves having to create multiple documents, and leveraging fillable forms that embed in websites reduces the time clients need to refer to our firm to issue shares or options as everything is spelled out in a fillable form easily for them.
~Zafar Musvi
About Zafar Musvi
As Corporate Counsel at General Counsel Group, Zafar Musvi brings deep expertise in corporate, securities, and tax law, specializing in startups and investment funds. His mission is to provide innovative and effective legal strategies that support the growth and success of emerging businesses, with a particular focus on sectors such as Adtech, Fintech, and Blockchain.
In his role as a fractional General Counsel (GC), Zafar is responsible for drafting and negotiating complex agreements, as well as overseeing corporate compliance and filings. He and his team have excelled in navigating the intricate legal landscapes of data privacy, end-user licensing, and technology contracts, ensuring that clients can grow strategically while minimizing legal risks.
About Jivrus Technologies and Fillable Document
Jivrus Technologies is a software products company focused on intelligent integration and hyper-automation. Our goal is to connect people and software platforms to streamline processes and drive growth. Our products are designed to provide a seamless and efficient user experience.
“Fillable Document” is an add-on application for Google Workspace that makes Google docs, slides, and sheets as live fillable forms on the web.
Users can prepare a template document in Google Workspace - Google Docs, Slides, and Sheets with placeholders in ${field name} format and use the "Fillable Document" add-on to configure it as a live fillable form with a rich set of field types (text, checkbox, choice, etc)
Fillable Document is a creative document management application that is very useful for business and education for individuals and teams.