Operations & Administration · Forms

Contract Approval Routing Form: Streamline Legal Reviews

Speed up contract approvals with Attain OS. Atty drafts your routing form so legal reviews start faster. No integrations needed—just built-in tools.

Every business deals with contracts—vendor agreements, NDAs, service contracts. But routing them for legal review often turns into an email chain nightmare: lost attachments, unclear next steps, and compliance risks. That's why a dedicated Contract Approval Routing form is essential.

With Attain OS, you don't need to build this form from scratch. Its built-in AI agent, Atty, drafts a polished routing form based on your project context. You review, publish, and start receiving submissions immediately—all within Attain OS, no third-party tools required.

Real-world scenarios

When to reach for a contract approval routing

VNCCorp's Vendor Agreement Frenzy

VNCCorp, a mid-size manufacturing company, processes over 50 new vendor agreements monthly. Their legal team was buried in emails. By creating a Contract Approval Routing form in Attain OS, they standardized submissions: each request includes contract type, value, and key clauses. Legal now reviews in a single dashboard, cutting turnaround time by 40%.

Startup SecureSign's NDAs

SecureSign, a cybersecurity startup, needed every new partnership to start with a mutual NDA. Their old process: Slack message to legal, then a Google Doc template. Now, a simple form routes the NDA request directly to legal's task list in Attain OS. Atty even drafts the initial email template for the NDA, so legal just reviews and sends.

EduBridge International's Service Contracts

EduBridge, an education nonprofit, manages service contracts with consultants across 10 countries. Each contract needed approval from both program and legal teams. With Attain OS, they built a multi-step routing form: first program approves, then legal. The form ensures all fields are complete before routing, eliminating back-and-forth.

With Atty

How Atty gets you to a near-finished draft faster

  1. 1
    Tell Atty about your contract routing needs

    Open Attain OS and describe your scenario: "I need a form to route new vendor contracts for legal review. Include fields for contract type, value, description, and required approvals." Atty uses your project context to understand the typical workflow—like who needs to approve based on contract value thresholds.

  2. 2
    Review Atty's draft form

    Atty generates a near-finished Contract Approval Routing form with fields such as Contract Title, Type (dropdown: NDA, Service Agreement, Vendor), Value Range, Key Clauses (textarea), and Approval Routing (checkbox for Legal, Finance, etc.). The form includes built-in routing logic so submissions land in the right person's task list.

  3. 3
    Publish and start collecting submissions

    You review the form, make minor tweaks (e.g., add a required date field), and publish. Now team members can submit contract requests directly in Attain OS. Each submission creates a task in the legal team's work board, with all details attached. No more lost emails.

  4. 4
    Legal reviews and approves within Attain OS

    The legal team sees each submission in their Tasks app, reviews the contract details, and marks it approved or requests changes. The submitter gets notified automatically. Atty can even draft an approval email or rejection reason based on your notes—just review and send.

Sample output

What you walk away with

A close-to-finished draft — not a blank page. Here's the kind of result the flow hands you, ready to review, tweak, and publish.

Contract Approval Routing · form

Use this form to submit a contract for legal review. Please fill out all required fields to ensure smooth routing.

Enter the official contract name
NDA
Select the type of contract
e.g., $10,000 - $50,000
Describe any unusual terms or clauses legal should pay attention to
Standard (3-5 business days)
Select the review timeline
Legal Review Finance Approval (if value > $50k) VP Approval (if value > $100k)
Select all that apply
Key takeaways
  • Replace email chains with a structured Contract Approval Routing form that ensures every submission includes required details.
  • Atty drafts a near-finished form based on your workflow—just review and publish, no coding or templates needed.
  • All submissions live in Attain OS alongside your tasks, documents, and calendar—no integrations required.
FAQ

Frequently asked questions

Can I attach the actual contract document to the form?

Yes. Attain OS's Documents app lets you upload files directly within the form submission. The legal team can view the contract without leaving Attain OS.

How do I set up different routing paths based on contract value?

When Atty drafts the form, you can add conditional logic during review. For example, if contract value exceeds $50k, automatically route to Finance. Attain OS's Forms support simple conditional routing based on field values.

Does Attain OS integrate with DocuSign or other e-signature tools?

No, Attain OS does not integrate with third-party tools. However, you can use the built-in Doc Analysis to extract key terms from uploaded contract PDFs, and the legal team can mark approval within the Tasks app.

Is there a limit on how many forms I can create?

No. Attain OS is an all-in-one system with no artificial limits on forms, tasks, or documents. You can create as many Contract Approval Routing forms as needed for different departments.

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