Legal Dashboard Introduction

This section covers:

1. What is Legal Dashboard in TreeAMS?
2. Different Types of Legal Documents in TreeAMS

🤔 What is Legal Dashboard in TreeAMS?

The Legal Dashboard in TreeAMS gives you a quick overview of all legal documents across your network and their renewal status. It helps you monitor documents that are approaching expiry so you can take timely action.

The dashboard displays four key status categories:

• ⚫ Lapsed — Documents that have already passed their expiry date.
• 🔴 Critical — Documents expiring within 7 days.
• 🟠 Urgent — Documents expiring within 30 days.
• 🟡 Warning — Documents expiring within 90 days.

Each status box shows the total number of documents in that category, along with the document types included.

💡 Interactive Filtering
All status boxes are clickable. When you click a status (e.g., Critical), the document list below will automatically filter to show only documents with that specific status.
This makes it easy to focus on items that need immediate attention.

The table below the dashboard displays:

• Network / Outlet 👉 Shows which branch or location the legal document belongs to.
• Document Type 👉 The main category of the legal document (e.g., Insurance Policy, Franchise Agreement).
• Document Subtype 👉 A more specific classification under the document type (e.g., Public Liability).
• Fees 👉 The cost or renewal fee associated with the document.
• Expiry Date 👉 The date when the document will expire.
• Days to Expiry 👉 How many days remain before the document reaches its expiry date.
• Status 👉 Indicates whether the document is Lapsed, Critical, Urgent, or Warning.

You can also use the dropdown filters to refine the data further (e.g., by document type, subtype, network).

📄 Different Types of Legal Documents in TreeAMS

TreeAMS categorizes legal documents to help you organize and manage them effectively. Some of the common document types include:

1. Franchise Agreement
   Used for franchise businesses to track contractual agreements such as Principal Franchise Agreement, Renewal Franchise Agreement, Addendums or amendments.
2. Tenancy Agreement
   Documents related to rental or leasing of physical outlets, including Tenancy or lease contracts, Renewals or extensions, Rental-related legal documents.
3. Insurance Policy
   Covers various insurance-related documents such as Public Liability, Fire Insurance, Work Injury Compensation, Other insurance policy types required for operations.
4. Business Licence
   Licences required for legal operation of the business, such as Food & Beverage Licences, Retail Operation Permits, Local government business permits.
5. Certificate
   Mandatory certificates required for compliance or operational approval, such as Food Safety Certificates, Hygiene Certifications, Fire Safety Certificates.

To learn how to create a Legal Document in TreeAMS, refer to this link:
👉 https://howto.treeams.com/document-setup

If you need assistance, please email us at connect@treeams.com.
We are happy to help! 👋😊