Build Smarter and Scale Faster with Workflow Blueprints

In this episode of A Square Look, Devon Hansen, a Sales Engineer at LinkSquares, shows how Workflow Blueprints give legal teams a strong starting point on the processes they'd otherwise build from scratch. You'll watch as she runs through an example of an NDA intake blueprint, tailors it to a real team, and leans on LinkAI to grow the workflow as the business case scales.

Watch the video to see how to:

• Skip the blank page with prebuilt blueprints: Blueprints are prebuilt starting points for common legal and business processes, handing you recommended structure and key steps from the outset. They define what information to collect, which tasks need to happen, who needs to be involved, where approvals belong, and how each step flows into the next.
• Customize an NDA intake in a few clicks: Devon selects the NDA intake blueprint, a starter workflow for taking in a new NDA request by inbound email, drafting the document, and routing it for signature. From the builder, she swaps in his organization's own NDA template and assigns the task to the requester or another business user, knowing she can revisit and reshape it as the company grows.
• Scale workflows with LinkAI at your side: When it's time to modify a saved workflow, Devon opens "Edit with LinkAI" and types a plain request: add an approval step. LinkAI adds it, prompts her for the details it needs, and assigns the new NDA approval to her teammate, Linda Legal, as the third step. She can still plug and play manually, but now she has an assistant handling the heavy lifting.

See how workflow blueprints give your team a strong foundation and LinkAI to build on it, so you spend less time setting up and more time moving work forward. Watch now!