• Maintain and optimize the CLM system (Summize), including matter intake, approval flows, clause libraries, templates, redline comparison, and contract repository organization. • Build and maintain contract dashboards (cycle times, volume, statuses) and generate weekly reports for Legal, Sales, and Operations. • Ensure consistent metadata tagging for all agreements (client, product, channel, state, term, value, risk flags). • Manage signature workflows (DocuSign) and coordinate counterparty execution. • Coordinate with business teams for contract review and approval processes • Maintain contract templates and standard forms • Assist in reviewing pharma-facing agreements for compliance with TCPA, HIPAA, PHRMA Code, DEA/Surescripts, and state “mini-TCPA” laws. • Maintain internal trackers of: opt-out language, contact flows, consent records, attestation language, and state-specific advertising/solicitation rules. • Support audit preparation and coordinate with external counsel for high-compliance pharma brands. • Maintain version-controlled privacy, TCPA, and data governance documentation (handbook, opt-out workflows, state-level rule overlays). • Track and update data retention schedules and vendor management artifacts. • Coordinate with CTO and People Ops for SOC 2 readiness materials (evidence gathering, policies, access logs). • Manage and maintain equity records, including utilizing equity management platforms such as Carta • Assist with equity-related transactions and documentation • Coordinate with internal teams and external advisors on equity matters • Maintain corporate governance filings, ensuring compliance with state and federal requirements • Support the preparation and maintenance of board materials and corporate records • Coordinate with outside counsel and stakeholders on governance matters • Coordinate with outside counsel as needed • Manage legal department calendar and deadlines • Organize and maintain legal files and records • Prepare legal correspondence and documentation • Conduct preliminary legal research and analysis • Schedule meetings and manage calendar for legal team • Maintain legal department budget tracking and expense reports • Organize and prepare materials for meetings and presentations • Handle confidential information with discretion • Support special projects as needed