Intelligent Workflows
Keep contracts moving without manual intervention
Contracts shouldn’t stall because someone forgot to follow up. With agentic workflows, work moves forward automatically. Intake, routing, approvals, document generation, and next steps all happen in the background, so your team can stay focused on high-impact decisions.
- Automate intake, routing, approvals, and handoffs across the full lifecycle
- Trigger actions from contract data, generate documents, apply playbooks, and move work forward instantly
- Eliminate manual follow-ups with workflows that progress on their own
Automated Workflows
Scale contract volume without adding headcount
As contract volume grows, manual processes break down. AI-driven workflows route requests, reduce unnecessary decision points, and keep contracts progressing without constant oversight.
- Route requests automatically based on contract type and context
- Eliminate bottlenecks caused by manual handoffs and approvals
- Maintain momentum across every stage of the contract process
Approval Workflows
Keep contracts moving without backlogs or repeat reviews
Work slows down when approvals are unclear and the same contracts are reviewed more than once. Smart routing ensures the right stakeholders are involved at the right time, moving agreements forward without inbox backlogs or unnecessary rework.
- Send contracts to the right approvers based on role and responsibility
- Avoid duplicate reviews and conflicting feedback
- Keep approvals moving without chasing responses
LinkSquares unified our company processes by bringing all contract-related work under one roof.
RJ Marse
Associate General Counsel
It saves valuable time, significantly improves our contracts, and helps us better support the sales team.
Danielle Sheer
Chief Legal & Compliance Officer
With LinkSquares, I can quickly get to the essence of what I need to review, saving valuable time.
Andrew Evans
Associate General Counsel
What makes Finalize different?
Finalize is seamlessly integrated with the leading contract management repository, LinkSquares Analyze, which has a proven track record in utilizing AI for post-signature contract analysis and management. Analyze can extract a wider range of data from contracts for easy search and reporting.
With the LinkSquares Finalize Microsoft Word Add-In, you can draft and edit contracts, create tasks and approvals, and communicate with your teams without ever leaving Microsoft Word. And with generative AI built in, get quick insight into agreements with AI-generated summaries, ask questions about agreements, and speed up negotiation with AI-assisted redlining.
The Salesforce integration allows sales teams to stay in Salesforce to request, review, or send agreements out for signature. And legal can track progress without leaving Finalize.
Finalize is consistently ranked as one of the easiest-to-use tools on the CLM market, as it is powerful, but intuitive and easy to use. Fast-growing organizations often turn to Finalize for its fast time-to-value.
Customers can choose to integrate with DocuSign, Adobe Sign, or use our native eSignature solution, LinkSquares Sign.
Finalize offers unlimited workflow options, allowing teams to create bespoke templates for their unique business case.
All LinkSquares customers have access to unlimited tech support and a dedicated customer success manager, ensuring you get the most out of the tools.