15 Legal Workflow
Types Built In
From one-click NDAs to complex multi-party approval chains — CloviLegal handles every workflow your business encounters, with AI-powered routing no other platform offers.
Every signing scenario, covered
Choose any workflow type as your starting point. Mix and combine them inside a single envelope — or let our AI builder assemble the right flow from your plain-English description.
Sequential Signing
Signers receive the document one after another in a strict order. Each party must act before the next is notified — ensuring authority hierarchy is respected at every step.
Parallel Signing
All designated signers receive the document simultaneously. No one waits on another — the envelope completes as soon as everyone has signed, speeding up bilateral agreements.
Conditional Routing
Route signing paths based on data-driven rules. Set thresholds, field values, or business logic to automatically fork the workflow into different approval chains without manual intervention.
Self-Serve / PowerForm URL
Generate a shareable link that anyone can open and sign without needing an account or invitation. Ideal for high-volume public agreements where recipients self-initiate the process.
Bulk Send
Upload a CSV of recipients and send personalized copies of the same document to hundreds of signers in a single action. Each person receives their own individual envelope with unique tracking.
In-Person Signing
Hand a device to a signer in the room. The signer completes identity verification and signature on your tablet or laptop — no email required. Perfect for ceremonial or regulated signings.
Embedded Signing
Embed the signing experience directly inside your own web application via iframe or JavaScript SDK. Your brand, your UI — no redirection to an external platform. Full white-label control.
Template + Role Mapping
Define a reusable document template with named roles — "Seller," "Buyer," "Witness" — then assign real people to those roles at send-time. Every send reuses the same structure with fresh recipients.
CRM Auto-Fill
Connect your CRM and pull deal, contact, and company data automatically into document fields at envelope creation. Eliminate copy-paste errors and cut document prep time to seconds.
Scheduled / Triggered Send
Dispatch documents automatically on a date, at a calendar event, or when an external trigger fires — hire date, contract renewal window, subscription expiry. Set it once; it runs forever.
Reminder & Expiry Cadences
Define an automated follow-up sequence for unsigned envelopes. Set reminder intervals, escalation contacts on non-response, and hard expiry dates after which the link deactivates automatically.
Approval Workflow
Add non-signature approve/reject gates before or between signing steps. Approvers review and accept or reject without signing — the document only proceeds when all gates pass.
Click / Clickwrap
Capture legally binding acceptance via an "I agree" checkbox, button click, or embedded acceptance form. Every acceptance is timestamped, IP-logged, and stored with full audit evidence.
AI-Conditional Routing
Our AI reads every clause, flags risk level in real time, and automatically reroutes the document based on what it finds — no rules to configure. Critical contracts go straight to attorney review before any signature is collected.
Certificate of Completion
Every completed envelope automatically generates a tamper-evident Certificate of Completion with SHA-256 hash verification, full signer audit trail, IP logs, timestamps, and regulatory-grade evidence packaging.
What we build beyond
legacy eSign tools
Standard eSign platforms give you boxes and signature fields. CloviLegal layers AI intelligence on top of every workflow.
AI-Driven Conditional Routing
No rule-builder required. Our AI reads clause language, assesses risk context, and automatically routes documents to the right approvers — even for scenarios you never anticipated.
AI Contract Review Before Signing
Every document is reviewed by AI before the first signer is notified. Risk flags, missing clauses, and unfavorable terms are surfaced in plain English — not buried in legal jargon.
Clause DNA on Every Document
CloviLegal's Clause DNA engine tags, categorizes, and indexes every clause across your entire document library. Search by obligation, right, or risk — across 1,000s of contracts instantly.
Native Vendor Intelligence
Before signing a vendor contract, CloviLegal automatically surfaces the vendor's risk profile, past contract patterns, and industry reputation — directly inside your signing workflow.
Describe your workflow
in plain English
Tell us how your signing process works — who signs, in what order, under what conditions — and our AI assembles the workflow configuration instantly.
Try an example or write your own
Press ⌘ Enter or click Build
Your first workflow in
under 3 minutes
Free plan includes 5 envelopes per month, AI contract review, and access to all 15 workflow types. No credit card required.