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Legal template

Power of attorney request workflow template

Ask legal for a power of attorney, with the powers needed and the validity, signed by the directors.

3 steps 8 fields
Use this template See the steps

Free for 14 days. No credit card. You can change every step and field.

How it runs, step by step

The process reads from top to bottom. Each step goes to its owner with a deadline, and everything that happens is recorded in the request's timeline.

  1. Request

    Whoever starts the request

    Who receives the powers, for what and until when.

    6 fields in the request form
    • Grantee * Text
    • Grantee ID number * Text
    • Purpose * Text
    • Powers needed * Long text
    • Valid until * Date
    • Needs notarization? *Yes, No Choice

  2. Drafting

    A person or team you choose

    Legal drafts the power of attorney.

    Due in 3 days (business time)
    1 field
    • Draft * Files

  3. Directors' signature

    A person or team you choose

    The directors approve and sign the power of attorney.

    Approval: Approvers you choose, 2 approvals needed Due in 5 days (business time)
    1 field
    • Signed power of attorney * Files

Make it yours

  • Rename and reorder steps and add the fields your team actually needs. Totals and formulas are calculated as people type.
  • Choose who does each step: a person, a team, the requester's manager, or someone picked earlier in the form.
  • Set the approvals, including approval limits by amount, and let approvers decide straight from their email.
  • Add deadlines and reminders, counted in business hours if you want, and escalate late steps.

More legal templates

Contract review

Send a contract to legal, negotiate the changes and file the signed version.

Request → Legal review → Negotiation → Director approval → Signature and filing

NDA request

Get a confidentiality agreement ready, signed and filed before sharing sensitive information.

Request → Legal review → Prepare and send → Signed and filed

Start from this template

Copy it into your workspace, invite the people involved by email, and send the first request today. One plan with every feature, from $49 a month for 5 users.

Use this template