Legal contract review and approval

Intake legal review requests into a single queue, routing automatically to the correct individual based on specialization.

Workflow steps in Catalytic

Submit request for approval via form

1

Look up approver route from matrix

2

Assign email tasks to each approver

3

Save approval results to audit trail

4

Send requestor final approval notice

5

Tagged:

customer ops

tasks forms

Created by: Catalytic

Already a Catalytic user?

Find this installable workflow in the Catalytic platform's Showcase Templates to start configuring this process for yourself.