IntakeThroughput

Intake Triage Routing

Sorts new contract requests by type, value, and risk, then assigns each one to a named lawyer.

Part of Contract Intake Triage

Tools

Ironclad, Icertis, Agiloft

Outcomes

Request assigned the same day • Escalation reason written down • Missing fields chased

Documentation

Instruction-ready detail below

When a <in:documents>contract request</in:documents> lands in the intake queue, sort it by type, value, and risk, then <slack>post</slack> the routing list to the legal channel.

Instruction file

When a <in:documents>contract request</in:documents> lands in the intake queue, sort it by type, value, and risk, then <slack>post</slack> the routing list to the legal channel.

Setup requirements

Tools

Ironclad, Icertis, Agiloft

Trigger

When a new contract request is submitted

Setup time

20 minutes

Other automations in this workflow

Missing Metadata Chase

Lists contract records missing a value, term, or owner and sends the requester a short list to complete.

Unsigned Request Backlog

Posts the contract requests still unsigned after five business days with the owner and days waiting.

Related workflows

Playbook Deviation Review

Escalates clauses that fall outside the approved position with the wording, the risk, and a named decision owner.

Standard Paper Turnaround

Clears non-disclosure and master service agreements that match the playbook without waiting for a lawyer to open them.

Contract review

Compares incoming clauses against the recorded positions and returns the exceptions as a short list, so a reviewer opens a document with the argument already framed.

Download

Start with one instruction file.

Download the app and begin with drafts and checklists before you write anything back.

•Plain-language instructions
•Runs on your machine
•Works with your existing setup
•Reviewable activity history

Download