The home of your contracts and Legal work

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The home of your contracts and Legal work

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Agenda

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Introducing Plexus

Current state vs Future State

Live Demonstration

Support

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Questions & Answers

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Introducing Plexus

With Plexus, (Your organisation) can save time, lower risk and ensure regulatory compliance.

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Digitise your contract approval and signature workflow, and centralise your system of Legal record to ensure your contracts are always on hand when you need them.

Brief, triage, track, collaborate, search, store and report on all matters via a single integrated platform, while ensuring the right work gets to the right lawyer, seamlessly.

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Why do the world's top brands use Plexus?

Empowering Legal to do more with less.

Immediate start

We'll have your environment configured and your team realising value in hours, not months.

Highly secure

Our platform access controls give you full control over who sees what, and our ISO 27001 security certification is industry standard.

Unlimited end users

Plexus helps you scale legal support across the enterprise, so we don't charge you for additional end users or counterparties.

Dedicated support team

You'll get 24/7 enterprise support and a dedicated customer success manager from day one.

Fully-supported onboarding

We'll do the heavy lifting to get you live and drive widespread, risk-free adoption.

Modular platform

Adopt Plexus modules one at a time, or all together.

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The home of your contracts and legal work

Plexus allows everyone in your business to execute legal tasks with certainty and speed.

Complete

1 Review

² Approve

3 Sign

Peter De Silva

Kate Walker

Jan Nguyen

Danny Singh

Eva Johnson

Lori Fernando

Ahmed Salem

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Default reviewers Assigned reviewers

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1st Round

2nd Round

1st Round

 ^{Add new round}

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Reviewers

Peter De Silva

Mary Vella

Max Corsi

Danny Singh

Eva Johnson

Sally Williams

marketing_compliance_order_form.docx

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ACME CO.

Vendor Agreement with Acme Co.

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Clause 1

Clause 2

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Activity feed

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What do you have to say?

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Add a comm

Peter De Silva

Added a comment

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Hi Sally, just updated Clause 2.

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Sally Williams

Added a comment

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Thanks!

Peter De Silva

Accelerate your contra^Ac^pprt^ovedl^ti^heef^de^ocumc^eny^t cle

Give your business the tools they need to negotiate, approve, sign, store, and

search for all contracts without heavy legal involvement.

This single source of truth makes it easy to find what you need when you need it.

Contract & Workflow Automation

Contract Management

Matter Management

Empower your business to self- serve routine legal tasks

Allow any team to instantly generate

compliant documents (like templated NDAs, sales agreements, etc.) and send them

straight into negotiation, approval and signing workflows.

Bring clarity and transparency to legal tasks

Standardise your intake and instantly triage the right work to the right lawyer. Resolve matters faster with AI-powered briefing and advice tools, and use reporting insights to optimise your impact.

Customise the platform with modules that work for your business.

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• Self-Service Automation
• End to End task automation
• Custom Workflow creation

Custom Applications

• Streamlined Contract Lifecycle Management
• E-Signature and Real-Time Collaboration
• Comprehensive Risk and Business Intelligence

Approve and eSign

• Instant matter Triage and Allocation
• Real-time Collaboration and Resolution
• AI-Enhanced Legal Intake
• Accelerated Response with AI Assistance

Request Legal Support

• Single Source of Truth
• Comprehensive Document Management

Store a Document

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Customer

Company

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Lack of Visibility

• Lost or misplaced contracts
• Difficulty tracking deadlines

Limited Control

• Decentralised systems
• Compliance, enforcement, and accountability issues

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Inefficient Processes

• Contracts duplication
• Non standard contract processes.
• Lengthy contract cycles,

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Data Security Risk

• Sensitive contract information stored disparately
• Potential data breaches

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Difficulty Scaling

• Decentralised systems
• Compliance, enforcement, and accountability issues

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Increased Visibility

• Real-time visibility
• Monitor milestones & Obligations
• Identify potential risks

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Centralised Repository

• Single Source of Truth for all contracts

Enhanced efficiency

• Streamlined contract processes
• Reduce manual processes.
• Legal can Focus on higher-value tasks
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Enhanced governance

• Streamlined contract Ensure legal compliance
• Provide audit trails and version control.
• Reduce the risk of penalties

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Improved Collaboration

• Real-time contract collaboration
• Enhance communication
• Improved contract process.

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Current State

Future State

• Capture Better Briefs
• Streamline legal intake
• Replace back-and-forth fact collection

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• Instant Legal Work Triage
• Automatically allocate matters
• Assign matters to the right lawyer

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• Faster Resolutions:
• Real-time collaboration on matters.

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• Improved Visibility into Matters:
• Real-time status check of all matters.
• Quick information retrieval.

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• Data-driven Legal Team:
• Gain visibility into workflows, risks, and capacity.
• Remove bottlenecks

• Emails/Teams/Phone calls
• Slower response time
• Risk of missed tasks
• Difficulty in prioritising tasks
• Inefficient task tracking
• Communication gaps
• Lack of centralised visibility

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Generate a NDA App

Deliver faster, better and more cost effective legal support with legal automation

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Processes on Plexus

All legal requests and contracts will be proceeding through Plexus

Go

Matter Management

Contract Management

Requesting Legal Help on Plexus:

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• Mandating all legal requests will go through Plexus after [insert date]

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• Current process of emails, team chats and phone calls are to be lodged on Plexus after [insert date]s.

Contract Process:

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• All contracts going through to Plexus when they need to be reviewed by Legal

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• The signing workflow should include the internal and external parties to sign the contract

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• Once the electronic signatures have been signed documents will be stored on Plexus as a centralised repository.

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What you will be learning today

By the end of today’s training you will be able to

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When to upload a contract

Process of Uploading

Locating document

Communicating via Activity feed

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Uploading a task on Request Legal Support App

Generating a NDA on the NDA App

Documents

Collaborate

Matters

NDA App

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Live Demo

Plexus Gateway Log In

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Any Questions

Please let us know if you have any questions

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Support

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Where should I go if I need help?

Plexus Help Guides and Intranet

Plexus Support

Legal team

Your first port of call is to explore the in-app resources

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Plexus support is reserved for technical issues such as the application is giving an error message or there are issues when loading a document.

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In some cases, you may need to engage with the (Your organisation) Legal team if the first two areas of support are unable to answer the query.

Think of this as an escalation point.

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Uploading a Document

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Introducing your Document Details

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Reviewing documents on Plexus with Microsoft Word for Web

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Approving a Document on Plexus with Microsoft Word for Web

Counterparty Portal

Introducing your Document List

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Signing a document

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Frequently Asked Questions

Your Common Queries Answered

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Question 01

Q: If I am a user, can I see where my document is in the workflow

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A: Yes, the workflow timeline will show where a document is at in the contract lifecycle

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Question 03

Q: If I'm an approver, can I see who has approved before me?

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A: Yes, the workflow timeline will show who has approved the document before you

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Question 02

Q: If you are an approver and you click decline, what happens?

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A: The document will revert to the previous round of the approval

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Question 04

Q: Will I get the email in order of approval?

A: Yes, an approval request will only receive an email notification in the timeline order. So, if you are there in the second approval round you will only be sent a notification email after the first approval round has been completed.

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Appendix

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Signing Up/Logging In

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Approve and eSign

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•Each app will ask a series of questions that will help:

•Generate a document

•Determine the workflow

•Search for the document later

•Questions are different depending on the app

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System Navigation - App In Take Questions

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System Navigation - Supporting Material (Sub Document)

The Plexus System allows users to upload supporting material for uploaded contracts. The supporting materials you can upload are:

1. Sub- documents
2. Internal documents

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Sub-Document -

These can be uploaded to documents that are the master contract. Sub Documents will be sent with the same signing/approval request as the master contract. They will be presented directly underneath the master contract when signing or be available in the supporting material section for review in the counterparty portal.

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How can I tell if this is a Sub Document: These are listed in the supporting material section and the coloured tags will highlight where documents are in the workflow. Matching the workflows stage of the Master document.

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System Navigation - Supporting Material (Internal documents)

Internal document- an internal document sits outside of the document workflow. It is not visible from the document list and never visible to external parties.

• How can I tell if this is an internal document: They are listed in the Supporting Material section as ‘Internal Documents’ and coloured tag grey.

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Decide who to review, approve and sign documents

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Create personalised messages for your document workflow

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You can also drag and drop signatures into their desired locations.

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Create and contextualise alerts for your document

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Approving documents

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Approving documents

If you approve a document, the document will send to the next required user in the workflow

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Read our Help article on approving documents - https://help.plexus.co/en/articles/5791757-approving-documents

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Signing a document

When a document is sent to sign via Plexus, you’ll receive an email to let you know or the request can also be seen on your Plexus dashboard

Email sent:

Dashboard notification:

Document workflow:

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Request Legal Support App

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Select the Category and Sub- category of your request

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Fill in as much information as possible

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Answer the additional AI-generated questions to give your colleagues added context about your legal request

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Use the activity feed to communicate with your legal team for each task

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Generate a NDA App

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Enter (Your organisation)’s Information

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Enter Counterparty Organisation Information

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Enter Agreement Information

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Enter Signatory Information

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