I finally got my first case study published after 6 months of back-and-forth

The legal and compliance review for a financial services client took forever because every single technical claim needed a source document. Has anyone else found a faster way to handle this approval stage?

3 comments

3 Comments

lunaf6714d ago

Our compliance team pre-approves source templates for common claims. It cut our review cycles down to about two weeks last quarter. What format does your legal team prefer for those source documents?

the_aaron14d ago

Two weeks is a great benchmark, @lunaf67. I've seen teams get stuck on that source document format question. The real issue is that legal almost never prefers one static format like Word or PDF for source materials. Those are for the final claim templates. The actual study data or reports they need to verify a claim are often in their original, messy formats, like a spreadsheet straight from the lab or a scanned journal page. Trying to force those into a clean template for legal just adds a step and can raise red flags about data handling. The pre-approval should be about which specific reports or data sets are allowed, not about reformatting the evidence itself.

faith_king14d ago

Wow, that's a solid system @lunaf67. Honestly, we found that having legal sign off on a master set of Word and PDF templates was key. It lets our marketing team fill in the blanks without messing with the approved legal wording. Tbh, the real time save came from also pre-approving the data sources we can pull from for those claims.