WS4 · Legal & Corporate Structure.
Lead: TBA · fractional counsel · Provider: CoSai · Current state: Scoped
1 · Current state & lifecycle
2 · Transition history
Every state transition this workstream has made. Each row carries the trigger event that caused the transition — the single sentence that justifies the state change.
| Date | Transitioned to | Trigger |
|---|---|---|
| 1 March 2026 | Pending scope | Workstream named in Vol 4 Ch 12 |
| 23 May 2026 | Scoped | Engagement legal instruments live (/engage T&Cs, sow-ydt T&Cs, framework §7 termination, §8 precedence, §7.4 IP); broader counsel scope defined but not yet engaged |
3 · PMO commentary
WS4 has a strange shape — the legal instruments for the engagement itself are already Implemented (look at /engage, the sow-ydt T&Cs, framework §7 + §8), but the broader counsel scope (SaaS terms, employment contracts, capital-raise docs) is Scoped not Built. So the workstream is Scoped overall — the engagement architecture is legally solid, the operating business needs counsel formalisation. Phase 1 work is counsel engagement by Steerco #3, scope-locking by Steerco #4, and standard SaaS instruments drafted by week 9. The state transition Scoped→Built happens at week 9. Built→Implemented at G4 when counsel is operating as a fractional BAU resource.
4 · Phase 1 / Phase 2 deliverables
Fractional counsel engaged by Steerco #3. Standard SaaS T&Cs, member terms, privacy register, employment contract templates drafted by week 9. Insurance bound. Capital-raise documentation framework ready for Series Seed close.
Counsel operates as embedded fractional BAU resource. Reviews vertical-partner MoUs as WS6 onboards each new vertical. Drafts and refines capital-raise documentation as WS7 progresses through Seed → A → B.
5 · Phase 1 milestones
The build-out plan for this workstream across the 13-week Phase 1. Each row reviewed at the relevant Steerco. Where the milestone triggers a state transition, the new state is shown.
| Week | Steerco | Milestone | Moves WS to |
|---|---|---|---|
| W2 | #1 | Counsel shortlist · 3 fractional counsels engaged for capability discussion | No state change |
| W6 | #3 | Counsel engaged · scope of standard SaaS T&Cs, employment contracts, capital-raise docs locked | No state change |
| W9 | #4 | Standard SaaS T&Cs drafted · privacy register live · insurance bound | → Built |
| W12 | #6 | Counsel embedded as fractional BAU resource · WS4 transitions to Implemented at G4 | → Implemented |
6 · KPI architecture
| KPI category | Legal-event delivery (binary · audit-clean) |
|---|---|
| Examples | Audit-clean operations · capital raise documentation complete · zero legal blockers to Series Seed close |
| Volume / Chapter source | Vol 1 Ch 2 (Document governance) + Vol 3 Ch 1-4 (T&C architecture · IP regime) |
7 · Cross-workstream interfaces
How this workstream supplies and consumes from the other six. Reading these interfaces is how you read the operating model end-to-end.
| Partner | Supplies to partner | Consumes from partner |
|---|---|---|
| WS2 | SaaS T&Cs · member terms · privacy policy · data-processing agreements | — |
| WS6 | Partner MoUs · vertical-onboarding agreements · referral-partner T&Cs | — |
| WS7 | Capital-raise documentation · SAFE notes · shareholder agreements · employment contracts for hires | — |
8 · Physical artefacts in the repo
Every artefact that exists today as evidence this workstream is at the claimed maturity. 4 routes.
| Route | Description |
|---|---|
| /engage | 12 T&Cs · IP assignment on payment · counterparts clause · canonical Phase 1 CoSai instrument |
| /engagement/sow-ydt | Symmetric T&Cs for YDT · pre-signed by Corrina |
| /engagement/framework#sec7 | §7 Termination & walk-away · §7.4 IP ownership regime |
| /engagement/framework#sec8 | §8 Document hierarchy & precedence · 5-row order |
9 · Bottom-up evidence-based status reports
No bottom-up status reports have yet been compiled for WS4. The PMO authors these approximately 5 working days ahead of each Steerco — see the WS2 example at /engagement/pmo/ws-status/WS2/2 for the format Carla and the workstream leads use.