How Sales Can Create Agreements Within LinkSquares

In this episode of A Square Look, Andrea, an Account Executive at LinkSquares, shows how a mutual NDA goes from the counterparty's inbox to legal's review queue in under a minute. You'll watch her kick off an intake workflow, let AI fill in the details, and keep the deal moving without pinging legal for a single status update.

Watch the video to see how to:

• Start at the legal front door, not a support ticket: Andrea opens the platform to a legal front door where she can ask questions about the repository or anything pre-signature. When she's ready to move, she clicks into the intake mNDA workflow legal has granted her full access to and answers a short set of intake questions that give the team context on why the agreement needs review. No email chains. No hunting for the right form.
• Let AI read the four corners of the agreement: Andrea uploads the counterparty's file and the platform reads inside the agreement, then auto-populates the intake form for her. This is the feature that saves her from misspelling counterparty names when she's moving fast, cuts out human error, and keeps her out of legal's inbox for corrections. She answers the last two questions and hits submit.
• Track every request without chasing legal: As the sales rep, Andrea sees exactly where her request sits in the review process. She drops questions in the comment section and tags teammates to loop them in for backup whenever she needs it. Full visibility, zero guesswork about what happens after "submit."
• Give legal one source of truth: Legal sees the centralized request with the intake answers Andrea provided, the latest version, and the approvers all in one view. No jumping tool to tool to piece together the story, which means faster review and a tighter grip on risk and compliance.

See how a self-service intake workflow and AI auto-population turn a routine mNDA into a sub-minute review that keeps your pipeline, and your revenue, moving. Watch now!