Document Automation & Workflows
It works ‘exactly how you want it’
Speed up your workflows and route legal agreements ‘exactly how you want it’. At OptimusBT, experts help customers to gain tremendous velocity by setting workflow automation and conditional routing of tasks- maintaining consistent quality and control.
Our document formatting tools allow non-legal users to easily create new contract documents using standard templates, pre-approved by both legal and management teams. Moreover, our solution is designed to equip business users with simple and intuitive user experience allowing them to accept and adapt to eContracts in no time.
Document Automation with TemplatesSave time in creating contract document templates through our automated contract creation process. Our standardized language and formatting allows non-legal users to create new contract documents easily.
Contract Files & FoldersCleverly organize large volumes of documents and folders-per-contract with our intelligible contract files & folders feature. Further, allowing you to search and retrieve contracts easily.
Conditional Workflow RoutingRoute your review and approval workflows based on rules/criteria involving contract value, business area, standard or non-standard agreements, etc.
Role-based AssignmentAdminister and course your workflows based on roles. Roles can be customized and managed on bases of privileges and administrative capabilities depending on contractual value.
Counterparty External ReviewsNegotiate back-and-forth between counterparties through secure sharing of contracts and individual documents, so that your stakeholders are on the same page with regards to terms and conditions.
Task Assignment & DelegationAllocate tasks and workflows to the relevant users through email notifications and dashboard alerts. Users can also delegate others to perform tasks on their behalf.
Staged Serial & Parallel AssignmentsAdd multiple stages in the review or approval phase for more structured and hierarchical processes. These stages can be guided to multiple users sequentially via serial assignment or simultaneously via parallel assignment.
Save time in creating contract document templates and cleverly organize large volumes of documents and folders-per-contract with our intelligible contract files & folders feature.