Sample run · fictional client
Contract check with a condition
Legal Desk reviews each new contract. If it finds issues, someone on your team gets a task to look first. If not, it goes for signature, with reminders every 3 days until it is signed.
- A contract is added · freeRuns when anyone adds a contract in Legal Desk.
- Review the contract · 10 creditsLegal Desk checks every clause against your playbook and flags what to look at.
- If · freeSends the flow the Yes way or the No way, based on what the earlier steps found.
- Task for a person · freeGives someone on your team a task with a due date. The flow carries on when they mark it done.
- Send for signature · 5 creditsDocs turns the contract into a PDF and sends it to the client, then you. Signed copies are emailed to both.
- Remind until signed · freeWhile the document is not signed, emails the signers a reminder every few days, up to the times you set, then carries on.
- Tell my team · freePosts a summary in your activity feed, and in Slack too when Slack is connected.