1
Intake
2
Rules
3
Config
4
Dashboard
5
Detail

🎁 Gift & Entertainment Program Setup

Configure your firm's G&E policies, per-event limits, and pre-approval workflows to power the compliance monitoring agent.

⚖️
Not Legal Advice — This tool generates G&E analysis for demonstration purposes. All outputs should be reviewed by qualified compliance professionals.

Firm G&E Policy

Define your firm's overall gift and entertainment policy parameters.

Entry Types Monitored

Select which gift and entertainment categories your firm tracks.

Approval Workflow

Who approves G&E entries at your firm?

← Back to Legal Optimizer Continue to Rules →