Who can use this feature?

👤 Clients who are part of the Early Access program

🔑 Needs an Administrator license to configure the approval workflows

Automated contract approval workflows enable you to streamline the approval process by automatically assigning approvers to various lifecycle stages based on the contract's type and other specific attributes.

This enhances both efficiency and compliance, ensuring that each contract is reviewed by the appropriate stakeholders at the right time.

In this article:

Organization Administrators create and manage contract approval workflows by going to Settings / Approval workflows / Contract approvals

You can also set approval phases to be:

If you need to reuse an approval phase, you can quickly duplicate it from the three dots:

These workflows can be tailored to specific scenarios, such as when a field is of a certain value ( for example contracts exceeding a certain amount )

Setting up conditional rules for your workflows involves a three-step process: first, define the primary condition that will trigger the workflow; second, determine who will approve the contract when the condition is met ("Yes"); and third, specify who will approve the contract when the condition is not met ("No").

Click on the flag icon and select a condition from the list of available fields:

The LawVu fields that can be used for conditional logic are:

Choose what happens when the condition is not found (when the field is not on the contract or the field was left blank). You can choose to skip to the next phase of the workflow or send the contracts to one or more allocated approvers:

Click on the "+" sign next to "No" to create a workflow for cases where the primary condition is not met.

Watch this animation to see how approvers can be automatically assigned based on whether the contract value exceeds a specific amount:

Prerequisite: If you haven't created any contract types, you'll need to do that first, then return here once that is complete. Learn more about contract types

Now that your workflows have been created, you can apply them to your relevant contract types and contract stages.

Click over to the 'Contract types' tab and choose the appropriate contract type from the menu on the left.

You will be presented with a map of the available lifecycle stages for the contract, and you can apply your workflow templates to any of the available stages.

Click on the +Select workflow button. A small pop-up will appear, and you can select any of your previously created workflow templates.

You can add the approval workflow to multiple stages of the contract or a different workflow for each stage.

NOTE: You cannot apply a workflow template directly to a contract record - it must be applied to a contract type; when a new contract of that type is created, the workflow will be applied accordingly.

You can edit or remove a workflow template at any time, but this will only take effect for any new contracts that are created - or for any contracts in progress that haven't yet reached the relevant lifecycle stage where the workflow template has been applied.

Existing contracts that have workflows that are in progress or completed will not be affected.