Workflows

Easily automate your contracting processes

Create your own workflows to automate key legal processes like contract creation, reviews, and approvals – no technical expertise required.

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Automate complex processes and tasks

Always use the most up-to-date, approved template

Set up and share dynamic contract templates that adjust based on questionnaire responses. Your team can generate error-free contracts simply by filling out a form.

Create contracts within your team’s favorite tools

Create and share contract templates directly from Salesforce and Hubspot. Auto-populate deal details, request approvals, and much more without switching platforms.

Skip the back and forth with intake forms

Use forms to collect all necessary information upfront when someone uploads a new contract. Automatically integrate the responses to provide key context for third party paper.

Reduce time for contract approvals

Create approval workflows that automatically route contracts to the right stakeholders. Set up custom rules to design a process that ensures timely reviews, no missed steps, and minimal delays.