FEATURES
Build the process. See how it connects.
Connect intake fields, conditions, approvals, signatures, and reminders in a visual workflow. Describe the process to AI, refine the draft, and test the steps before activation.
Start with the decision, then design the route
Decide what should happen when a request arrives and which information changes the path. A different contract type, value, or responsible team can call for a different review. Define the conditions in terms your colleagues can check and maintain.
Use AI as a starting point
Explain the intended process in plain language to get help drafting the workflow. Review the fields, conditions, and actions yourself. A useful design makes each handoff visible: who receives the work, what they need to decide, and which contract stage follows their response.
Test the ordinary path and the exception
Try representative examples before activating a workflow. Include a request that needs extra approval and one with missing information. Contract management software works better when the process has been checked against the way people actually submit, review, and complete agreements.
A FEW PRACTICAL QUESTIONS
Before your next step.
Can AI activate a process for us?
The intended workflow is drafted with AI assistance, then reviewed, refined, and tested by your team before activation.
Which plan includes the designer?
Visual workflows are listed in Complete. The feature matrix separates workflow design from the approval capabilities available in Collaborate.
How does this fit a full-lifecycle CLM process?
Full-lifecycle CLM software connects preparation, review, signing, and ongoing responsibility. Design the handoffs around your contract lifecycle, test the conditions, and confirm the next action at each contract stage.
LET’S TALK ABOUT YOUR WORKFLOW
Bring your agreements.
We’ll help you find the next step.
See how the documents, people, dates, and commitments fit together for your team.