Legal & Contracts
Legal and contract workflow templates for legal request intake, contract review and approval, NDAs, contract amendments and renewals, and legal holds. Reviews, redlines, approvals and signed copies are tracked on each record, so every agreement has a clear history.
Benefits
- Triage legal requests and track them to an outcome
- Route contracts through legal review and approval
- Keep signed agreements with their approval history
Common Use Cases
Legal & Contracts Templates(6)
Contract Review and Approval Workflow
Captures a new contract from the owner, routes it through legal review (with owner revision loop), finance approval for high-value contracts, final approver sign-off, and execution/storage of the signed contract — tracking status throughout.
NDA Request and Approval Workflow
Collects NDA requests, routes non-standard templates through legal review, obtains business approval, and tracks execution through to storage of the signed NDA.
Legal Request Intake Workflow
Intake workflow for legal requests: captures the request, acknowledges the requester, triages via the legal team (including an information-request loop if needed), performs the legal work based on urgency, and closes out with an outcome email to the requester.
Contract Renewal Workflow
Manages the end-to-end renewal process for expiring contracts: intake from the contract owner, reviewer performance/risk assessment, optional renegotiation, commercial and legal approval (with a bounded rework loop on rejection), storage of the signed renewal, or termination notice issuance if the contract is not renewed.
Contract Amendment Workflow
Manages the end-to-end process of amending an existing contract: intake from the contract owner, legal review with redline cycles, approver sign-off, execution by the contracts administrator, and status tracking throughout.
Legal Hold Workflow
Issues a legal hold notice to a custodian for a specific matter, waits for acknowledgement, notifies the legal owner, and manages release of the hold when the matter concludes — one record per custodian.
Frequently Asked Questions
What Legal & Contracts workflow templates are included?
Legal & Contracts includes templates for legal request intake, contract review and approval, NDA requests and approval, contract amendments, contract renewals and legal holds.
Who are the Legal & Contracts templates for?
They're designed for in-house legal teams, contract managers and the business teams who need their help. Requesters submit through forms, and lawyers and approvers record reviews and decisions on their tasks.
Can I change a legal template to suit my organisation?
Yes. Publish the template and it runs straight away, with no installation. Describe the change in plain English — for example, change the contract value that needs finance approval or add a second reviewer — or edit the steps in the workflow editor. Earlier versions are kept.