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Route NDAs and Agreements to Legal with Clear Approval Chains Using Flow+

This blog explores how Flow+ simplifies the routing of NDAs and legal agreements through automated, rule-based approval workflows. Learn how businesses can eliminate delays, ensure legal compliance and gain real-time visibility into document status.

Avishek Roy Chowdhury July 23, 2025

Route NDAs and Agreements to Legal with Clear Approval Chains Using Flow+

Introduction

In fast-moving business environments, legal teams are constantly juggling a high volume of NDAs, service agreements and commercial contracts. Unfortunately, many organizations still rely on email threads, manual forwarding or ad-hoc tools to manage these documents—leading to misplaced files, approval delays and compliance gaps.

Flow+ offers a structured, automated solution to streamline the legal contract review and approval process. Whether you're managing non-disclosure agreements (NDAs) for partners or complex vendor agreements, Flow+ ensures that each document is routed to the right people, at the right time with complete transparency and traceability.

Without automation, legal document handling faces significant roadblocks:

    • Back-and-forth emails delay approvals
    • Unclear roles lead to confusion over who approves what
    • Lack of version control causes inconsistent records
    • Missed deadlines for renewals or legal reviews
    • Compliance risks when documents aren’t properly reviewed or authorized

Manual routing introduces inefficiencies that are especially risky in industries like BFSI, pharmaceuticals and real estate—where contracts form the foundation of operations and legal clarity.

Flow+ is a powerful workflow automation engine that allows business users without coding experience to build and manage multi-step approval chains for any type of document or process.

When used for legal agreements like NDAs or MSAs, Flow+ enables organizations to:

    • Route documents dynamically based on rules
    • Create multi-level approval chains with defined roles
    • Enforce SLAs, track status and escalate delays
    • Maintain version control and audit logs
    • Integrate with your DMS, ERP, or CRM system

Let’s look at how Flow+ handles legal document routing end-to-end:

1. Smart Intake of Agreements

Agreements can be submitted for review via:

    • Upload through a form (powered by Forms+)
    • Direct document creation within Flow+
    • Integration with a CRM, procurement system, or HRMS

Each submission captures metadata like vendor name, contract value, type of agreement or effective date triggering the correct approval route automatically.

2. Predefined Approval Chains

Based on business rules, Flow+ sets up conditional workflows. For example:

    • NDAs for vendors < ₹5L go to Legal Officer A
    • MSAs over ₹10L require Legal Head + CFO review
    • Employment contracts are routed to the HR Legal team

This eliminates ambiguity, delays and the need for manual routing.

3. Real-Time Visibility & Dashboards

Every stakeholder in the workflow has visibility into:

    • Pending approvals
    • SLA breaches
    • Completed reviews
    • Notes or comments by previous reviewers

Legal teams can monitor contracts in progress and ensure accountability across departments.

4. Version Control and Collaboration

Need to make changes to the draft NDA? Flow+ integrates with DMS+ to:

    • Maintain version history
    • Allow collaborative editing
    • Lock the document during legal review
    • Store final signed copies with tamper-proof audit trails

5. Deadline Alerts & Escalation

You can set deadlines for legal teams to respond and auto-escalate overdue reviews to senior managers. No more missed contract renewals or late legal interventions.

Real-World Use Case

A multinational consulting firm used Flow+ to automate NDA and agreement workflows across 3 continents. With over 500 contracts per quarter routed to legal, Flow+:

    • Reduced legal review turnaround time by 60%
    • Improved SLA compliance from 72% to 98%
    • Prevented 5 instances of unsigned NDAs going unnoticed
    • Dynamic workflows: Route documents based on type, value, or origin
    • Role-based approvals: Ensure correct legal oversight at every level
    • Time tracking & SLAs: Never miss a legal deadline again
    • Integration-ready: Works with HRMS, CRM, procurement systems
    • Complete audit trail: Stay audit- and litigation-ready

Why Choose Flow+?

Unlike rigid workflow tools or generic approval systems, Flow+ is designed to meet enterprise-grade legal governance needs:

    • Integrates seamlessly with DMS+, Forms+ and Digi+
    • Supports multiple legal workflows—NDAs, MSAs, contracts, amendments
    • Real-time dashboards for legal, procurement and executive teams
    • Built-in compliance with GDPR, DPDP Act and ISO 27001

Conclusion

Legal contracts don’t belong in email inboxes or forgotten shared drives. By automating NDA and agreement routing with Flow+, your organization ensures legal clarity, operational speed and regulatory compliance.

Ready to streamline legal approvals?

Book a demo of Flow+ and empower your legal and business teams with the workflow automation they deserve.

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