Contract Request & Intake Process - Contract Logix
Contract Request & Intake Process
Solutions ยท Contract process

Standardize how every contract request comes in

Replace email, voicemail, and hallway requests with web intake forms that capture complete information and route each request automatically.

A single front door for every contract request

Contract Logix gives the whole business one standardized way to request a contract or submit third-party paper. Configurable web forms capture complete, well-structured submissions and route each to the right owner automatically, and every request is tracked from the moment it lands.

Contract request intake queue in Contract Logix.

How Contract Logix standardizes intake

Configurable intake web forms.
Build a form for each use case by dragging in the fields you need, then pick the workflow the request follows.
Open to the whole business.
Users without full system access can submit through the form, guided by your contract types, fields, and business rules.
Complete by design.
The form prompts for the information a complete contract needs, cutting duplicate entry and the chase for missing data.
Automatic routing.
Each request follows its workflow to the right owner, with approve, reject, and request-more-info options.
Real-time tracking.
A request grid shows every inbound submission with its stage, status, and need-by date.
From intake request to contract in Contract Logix.

Where this fits in the contract process

Frequently asked questions

Can people without full system access submit requests?
Yes. The web forms are open to any business user and are guided by your contract types, fields, and rules, so submissions arrive complete.
How do third-party contracts come in for review?
A submitter uploads the counterparty contract through an intake form, and it routes into the review workflow automatically.
How are requests routed?
Each form is tied to a workflow, so every request follows the defined path to the right owner, with approve, reject, and request-more-info options.

Standardize your contract intake.

Request a demo of Contract Logix configured to how your team takes in contract requests.

Request a demo

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