6 contract workflow tactics for busy legal teams

Legal teams today face growing contract volumes, tighter timelines, and increasing pressure to do more with fewer resources.

These six best practices can help reduce manual tasks, improve visibility, and create space for strategic legal work.

1. Centralize your contracts

Stop chasing documents across inboxes and folders. A single source of truth reduces risk and saves time.

2. Stop tagging documents manually

Manual metadata entry is tedious and error-prone. Use rule-based or automated tagging to stay consistent and efficient.

3. Automate reminders to stay ahead

Missed renewals and deadlines are usually due to poor visibility – not bad intent. Smart reminders help you stay compliant.

4. Empower the business with smart templates

You don’t need to review every contract. Pre-approved templates enable others to move faster without compromising control.

5. Build workflows that reduce friction

Define clear approval flows and roles to avoid slowdowns and unclear ownership.

6. Prioritize searchability over storage

Saving a contract is one thing – finding it quickly is another. Build around structured search and naming consistency.

 

Best CLM tactics for legal teams
Best CLM tactics for legal teams
Read our quick guide for reducing manual tasks, improving visibility, and creating space for high-value legal work.
Click to view best CLM tactics for legal teams

 

Want to see how legal teams are streamlining their workflows? Explore more contract management insights → Watch a demo here.

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