Approval Workflows

Every Document Reviewed Before It Goes Out

Structured review process with feedback, automatic finalization, and a complete audit trail. Know exactly who reviewed what, when, and what they decided.

Quality Control Built Into Your Workflow

A junior lawyer finishes drafting a contractor agreement. Before it goes to the client, they submit it for review. The senior lawyer sees it in their review queue, opens it, and notices the non-compete clause is too restrictive. They click "Request Changes" and add specific feedback explaining what needs to change. The junior lawyer sees the feedback, reopens the document, makes the correction, and resubmits. This time the senior lawyer approves — the document is finalized automatically, tracked changes accepted, ready to send.

Approval workflow demo

The Approval Process

1

Submit

Author submits document for review. Document lock is released automatically.

2

Review

Reviewer opens the document and examines the content, tracked changes, and compliance status.

3

Decide

Approve the document or request changes with specific feedback for the author.

4

Finalize

On approval, tracked changes are accepted and the document is published automatically.

Full Audit Trail

Every action is recorded: who submitted, who reviewed, what decision was made, when it happened. Tamper-proof and exportable for compliance.

Role-Based Access

Control who can submit documents, who can review, and who can publish. Roles include Admin, Manager, Editor, Reviewer, and Viewer.

Document Locking

When someone is editing a document, it's locked to prevent conflicts. Submitting for approval releases the lock automatically.

Add Structure to Your Document Reviews

Set up approval workflows for your team in minutes.

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