GitHub is Legaltech

GitHub is Legaltech

Get Disclosure and Disclaimers handled with a single -commit

Managing legal disclosures and disclaimers might not be the most glamorous task, but it's a critical one for any organization. The challenge is keeping track of a mountain of documents, ensuring they’re always up-to-date and compliant with ever-changing regional regulations. If you're tired of wrestling with fragmented systems and error-prone manual processes, it's time to level up your game.

Enter GitHub—a platform that's more than just a playground for developers. With its powerful version control and collaboration features, GitHub can bring order to your legal document chaos. Imagine having a centralized, transparent system where you can effortlessly manage disclosures, track changes, and handle regional variants. Sounds like a dream, right?

In this guide, we'll take you on a journey to transform GitHub into your go-to tool for managing legal disclosures and disclaimers. Whether you're a legal eagle looking to modernize your workflow or a compliance wizard seeking better oversight, we've got you covered. Get ready to dive into a step-by-step adventure that will make your legal document management not just bearable, but actually kind of fun. Let’s get started!

How to Set Up GitHub for Managing Legal Disclosures/Disclaimers

This guide will walk you through setting up a GitHub repository to manage legal disclosures and disclaimers, including organizing documents, tracking changes, and handling regional variants.

Prerequisites

  • Git installed on your local machine
  • GitHub account

Step 1: Create a Repository


  1. Log into GitHub: Go to GitHub and log in.
  2. Create a New Repository:Click the "+" icon in the upper-right corner and select "New repository".Name your repository (e.g., legal-disclosures).Add a description (e.g., "Repository for managing legal disclosures and disclaimers").Choose to make the repository public or private.Initialize the repository with a README file. Optionally, add a .gitignore file and a license if needed. Click "Create repository".

Step 2: Organize Your Repository

1. Clone the Repository Locally:

  • Open your terminal.

  • Clone the repository to your local machine:

?????git clone https://github.com/yourusername/legal-disclosures.git        

  • Navigate into the repository directory:

?????cd legal-disclosures        

2. Create Directory Structure:

  • Organize files by creating directories for different regions or document types.

For example:

?????mkdir global US EU        

3. Add Initial Documents:

  • Create or move your disclosure/disclaimer documents into the appropriate directories. Use Markdown (`.md`) files for easy readability and version control.

?????echo "# Privacy Policy" > global/privacy_policy.md
     echo "# Terms of Service" > global/terms_of_service.md
     echo "# Privacy Policy (US)" > US/privacy_policy_US.md
     echo "# Privacy Policy (EU)" > EU/privacy_policy_EU.md        

4. Commit and Push Changes:

  • Add the files to the staging area:

?????git add .        

  • Commit the files with a descriptive message:

?????git commit -m "Initial commit of legal disclosure documents"        

  • Push the changes to GitHub:

?????git push origin main        

Step 3: Set Up Version Control and Change Logs

1. Track Changes with Commits:

???- Every time you update a document, make sure to commit the changes with a clear message describing what was changed and why:

?????git add US/privacy_policy_US.md        
?????git commit -m "Updated US privacy policy to include new data handling procedures"        
?????git push origin main        

2. Create a CHANGELOG.md:

???- Maintain a CHANGELOG.md file in the root directory to document significant changes in a human-readable format:

?????touch CHANGELOG.md
     echo "# Changelog" > CHANGELOG.md
     echo "## [Unreleased]" >> CHANGELOG.md
     echo "- Initial release" >> CHANGELOG.md
     git add CHANGELOG.md
     git commit -m "Add initial changelog"
     git push origin main        

3. Use Branches for Updates:

???- Create a new branch for updates to keep the main branch stable:

?????git checkout -b update-privacy-policy        

???- Make changes in the new branch, then commit and push:

?????git add US/privacy_policy_US.md
     git commit -m "Draft new privacy policy update"
     git push origin update-privacy-policy        

Step 4: Manage Regional Variants

1. Create Separate Directories for Each Region:

???- Ensure each region has its directory and relevant documents:

?????mkdir Canada
     echo "# Privacy Policy (Canada)" > Canada/privacy_policy_CA.md
     git add Canada/privacy_policy_CA.md
     git commit -m "Add initial Canadian privacy policy"
     git push origin main        

2. Document Regional Differences in README Files:

???- Add README files to each regional directory to explain any specific legal requirements or variations:

?????echo "# US Disclosures" > US/README.md
     echo "This directory contains legal disclosures specific to the United States." >> US/README.md
     git add US/README.md
     git commit -m "Add README for US disclosures"
     git push origin main        

Step 5: Set Up Access Control and Collaboration

1. Add Collaborators:

???- On GitHub, navigate to your repository, go to "Settings", then "Manage access".

???- Invite collaborators by entering their GitHub usernames and assigning appropriate permissions (read, write, admin).

2. Protect Branches:

???- Go to "Settings" > "Branches".

???- Add branch protection rules to prevent direct pushes to the main branch and require pull requests for changes:

?????- Enable "Require pull request reviews before merging".

?????- Enable "Require status checks to pass before merging".

3. Collaborate Using Pull Requests:

???- Create pull requests for any changes, allowing team members to review and discuss before merging:

?????- Navigate to the "Pull requests" tab.

?????- Click "New pull request".

?????- Select the branch with your changes and compare it with the main branch.

?????- Add a title and description, then create the pull request.

4. Use Issues for Task Tracking:

???- Navigate to the "Issues" tab to create and manage tasks, bugs, or suggestions:

?????- Click "New issue".

?????- Enter a title and description, then submit the issue.

Step 6: Automate Notifications with GitHub Actions

1. Set Up GitHub Actions:

???- Go to the "Actions" tab in your repository.

???- Choose a workflow template or create your own to automate notifications or checks.

???- For example, set up an action to notify stakeholders of changes:

?????name: Notify on Change
     on:
       push:
         branches:
           - main
     jobs:
       notify:
         runs-on: ubuntu-latest
         steps:
           - name: Send Notification
             run: echo "Legal disclosures have been updated" # Replace with actual notification command
   - Commit the action workflow to trigger notifications on changes to the main branch.        


By following this guide, you’ll have a GitHub repository set up to manage legal disclosures and disclaimers efficiently. You’ll benefit from organized document storage, version control, change tracking, and collaboration features. If you need further assistance with any specific step, feel free to ask!


Brooke Roundy

Legal Operations | Elliot School grad student in International Policy and Practice, Redis and GitHub Alum

9 个月

Hi Gabriel! GitHub is absolutely LegalTech! It makes me so happy to see another legal ops professional leveraging GitHub for legal ops work! The GitHub legal team long ago pioneered the use of GitHub to manage legal policies externally and open sourced a number of agreements to help the community, and internally we managed our work on GitHub which allowed us to serve our internal clients quickly, efficiently and innovatively. The power of collaboration on the platform is incredible to drive legal service delivery innovation. Although I’m no longer at the company, I’m certain this continues today. Thanks for sharing this use case! Jesse Geraci Mike Linksvayer check it out. Here’s a Universe talk Meena Polich (she/her) and I gave on GitHub for the legal team. https://youtu.be/r4WspUk-gkw?si=nwWmnArHg6JupnPx

Omri Sarig

General Counsel @Promai | TechGC Member (The LSuite)

9 个月
Pieter Gunst

Co-Founder and CEO at Legal.io

9 个月

Love this, Gabriel! My sense from reading through your notes is that a lot of the initial actions can also be done through the GitHub user interface, which might make for a nicer entry-level experience. GitHub has gotten so good in that area that I often find myself going there first when it comes to simple projects.

Sona Sulakian

CEO & Co-founder at Pincites - GenAI for contract negotiation

9 个月

Mariam you’ll love this

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