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Contract Workflow

Create custom workflows for contract and document requests easily. Configure each step, designate the people responsible, and let Lextree handle the rest.
Contract Workflow Design


Empower people in the field to submit contract requests with limited access. Lextree has a special Requestor role which you can assign to a user for the sole purpose of requesting contracts or amendments.

Approval steps and approvers

Each task workflow can have as many approval steps as you need. Designate Approvers for each step. Require one or more people to approve at each step.

Complete and publish

When the contract or amendment request is complete, authorized users can publish the request which transforms the request into a contract ready for post-execution management.
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