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.

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15
Workflow Types
160+
AI Templates
Routing Logic
1
Platform

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.

01

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.

Example: Board approval chain — CEO signs first, then CFO, then legal counsel, then external auditor.
Signer 1
Signer 2
Signer 3
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02

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.

Example: Co-founder agreements or partnership deeds where all parties sign independently on the same deadline.
Party A
+
Party B
+
Witness
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03

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.

Example: "If contract value > $10,000, require VP approval. If > $50,000, also require CFO sign-off."
Rule Check
Branch
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04

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.

Example: Freelancer NDAs, vendor onboarding agreements, or event liability waivers posted on your website.
Share Link
Self-Sign
Done
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05

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.

Example: Employee onboarding — send updated offer letters to 200 new hires simultaneously, each pre-filled with their role and salary.
CSV Upload
200 Envelopes
Send All
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06

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.

Example: Real estate closings, notarized agreements, patient consent forms collected at point of care.
Hand Device
Verify ID
Sign
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07

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.

Example: SaaS onboarding flow where users sign their terms of service without ever leaving your dashboard.
Your App
iframe
Callback
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08

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.

Example: Agency master service agreement — same template sent monthly to new clients with client name and scope auto-mapped.
Template
Map Roles
Send
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09

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.

Example: Sales contract pulls client name, address, deal value, and payment terms directly from a closed-won opportunity in your CRM.
CRM Data
Auto-Fill
Ready
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10

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.

Example: Renewal agreement sent automatically 30 days before contract expiry to every active client, no manual review needed.
Trigger Date
Auto-Send
Notify
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11

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.

Example: Day 1 reminder → Day 3 follow-up → Day 5 escalation to manager → Day 7 envelope expires and flags for manual review.
Day 1
Day 3
Expire
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12

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.

Example: Legal team reviews and approves contract language before it reaches the CEO's signature queue. Rejection returns it to the drafter with comments.
Legal Review
Approve
Sign
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13

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.

Example: SaaS Terms of Service, EULA acceptance, cookie policy consent, or platform onboarding agreement at account creation.
Read Terms
I Agree
Logged
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14

AI-Conditional Routing

CloviLegal Exclusive

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.

Example: AI detects an unusual indemnification clause, classifies risk as CRITICAL, and pauses the workflow — routing to your legal counsel before any signer is notified.
AI Reads
CRITICAL
Attorney
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15

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.

Example: Regulatory compliance audits, HIPAA records, financial agreement archives, or court-admissible evidence of contract execution.
All Signed
SHA-256
Certificate
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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.

Only on CloviLegal

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.

Proactive Protection

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.

Smart Library

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.

Vendor Intel Built In

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

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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.

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