Business contract review and approval workflow
Automate a contract review and approval process
Simplify the contract review and approval process. This ready-to-use workflow helps legal firms manage the entire process—from client submission to final contract signing—using automation, personalized emails, and task tracking.
Perfect for legal firms, corporate clients, and businesses looking to streamline contract management.
Steps of the workflow 🍃
- Client submits contract request
The process starts when a client submits a contract request through the secure portal.
🔐 Each client has access only to their submission and related documents. - Legal review
The legal team reviews the request:- If additional information is needed, they change the status of the application and add notes;
- Once all required information is collected, the contract is drafted.
- Contract drafted and ready for approval
The legal team prepares the draft contract and marks it as ready for client approval. - Uploading and client notification
The drafted contract is uploaded to the portal.
At the same time, the legal firm sends a custom email notification, directing the client to log in and review the submission. - Client Review
- If the client is satisfied, they approve the document within the portal and download the file.
- If changes are needed, the client requests them through the portal, and the legal team revises and resubmits the updated contract.
- Final step – Document download ✅
Once the client approves the final version, they download the finalized document directly from the portal.
What's included in the template? 🧩
Custom email templates: For each stage (submission, review, approval, signing).
Conditional Logic: Ensure the correct flow by using logic for each stage (e.g., if "Revision Required" is selected, the next email will prompt the client to make changes).
👀 What you can do with the template:
Now that you have the template in your workspace, here are some ways to customize and use it:
📨 Update Email Templates
Edit the email templates to make them relevant to your firm's brand and processes. Add personalized information like meeting links, contract deadlines, and more.
→ Learn how to edit email templates
✨ Set Up AI Contract Analysis
Use AI to analyze contract submissions and flag potential legal issues. This will help streamline the review process and ensure consistent quality in contracts.
💬 Example AI Prompt:
"Review the following contract for legal compliance. Highlight any clauses that may need further clarification or revision. Provide feedback on clarity, legal soundness, and potential risks."
→ Learn how to create effective AI prompts
🖌️ Personalize with Your Brand
Fully customize the workflow to reflect your firm's branding:
- Add your logo and branding to the forms and emails
- Customize colors, fonts, and button styles
- Use a custom domain for your firm’s forms
If you're on an Enterprise plan, you can access more advanced features like:
- Custom domain setups
- White-labeling for complete branding control
- More flexible form customization
Start using the template today! 🚀
It’s that simple! Click on Use Template to start automating your contract approval process today.
If you don’t have a Formaloo account, sign up for free and begin streamlining your workflow right away!