Compliance, Risk & Legal · Intake Form
Legal Review Request
A ready-to-run workflow that helps legal teams route non-contract legal questions through one queue with clear priority and SLA. 6 stages, 8…
Explore templateContract Request Intake Template
Give the contract request process one front door, one owner and one visible status. Built for legal teams across industries.
- Stages
- 6
- Fields
- 8
- Automations
- 4
- Setup
- 30 minutes
Contract Request Intake Intake Form · Contract Management
- 1Request raised
- 2Drafting
- 3Internal review
- 4Negotiation
- 5Approval and signature
- 6Executed and archived
Quick answer
The Contract Request Intake template is a pre-built contract management workflow used to give the business one structured way to ask legal for a new agreement. It runs across 6 stages, from request raised to executed and archived, captures 8 standard fields including requesting team and value, and applies 4 automations so routing, checks and record-keeping happen without manual chasing.
What you get with the Contract Request Intake template
The template gives the contract request process a defined shape. Submission captures 8 fields up front, which removes the back-and-forth that normally follows an incomplete request. From there the record moves through 6 stages, each with its own owner and exit condition, and 4 built-in automations apply checks and routing consistently rather than depending on who is available. It suits legal teams across industries that need control and an audit trail without adding administrative work, and it syncs with DocuSign and SharePoint.
The problem it solves. Contract requests arrive as one-line emails, so legal spends the first three days just working out what is needed. With the workflow running in Zapro, the status is the same wherever you look at it from.
From request to closure in 6 stages
Every contract request follows the same 6 stages, so anyone can see where a record is without asking. Stages, owners and exit conditions are configurable if your policy differs.
-
Request raised
The business team raises the contract request with counterparty, value, term and the commercial outcome they need.
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Drafting
The right clause set and template are selected, and the first draft is generated against the approved playbook.
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Internal review
Legal, finance and the business owner review in parallel, with every comment captured against the version.
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Negotiation
Redlines and counterparty versions are tracked so the team always knows which version is live.
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Approval and signature
Approval routes by value and risk, then the agreement goes out for e-signature from the same record.
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Executed and archived
The executed agreement is stored with its key dates, obligations and renewal reminders already set.
The data this template collects up front
These 8 fields are pre-configured on the intake form. Mandatory rules, picklists and validation are already applied, so a contract request cannot progress with gaps in it.
- Requesting team
- Counterparty
- Agreement type
- Commercial terms
- Value
- Term length
- Required by date
- Supporting documents
The manual steps this template removes
Agreement-type driven question set
This runs as a built-in rule, which removes the follow-up chasing that usually surrounds it.
Completeness check before it reaches legal
Zapro applies this to every contract request as it enters the workflow, so nobody has to remember to do it.
Automatic assignment by agreement type
Configured once during setup, then enforced consistently on every record without further effort.
SLA clock from intake to first draft
It triggers the moment the condition is met, so nothing waits on someone noticing it first.
What teams get out of this template
- No agreement renews silently
- Every version and redline is traceable
- Key dates and obligations are visible to the owner
- Legal review starts with complete information
- The team can give the business one structured way to ask legal for a new agreement from a single record
Manual process versus the Contract Request Intake template
| Aspect | Manual process | With the Zapro template |
|---|---|---|
| Contract request handling | Contract requests arrive as one-line emails, so legal spends the first three days just working out what is needed | One workflow that helps you give the business one structured way to ask legal for a new agreement |
| Status visibility | Chase people on email or Slack to find out where it is | Live status on every record, visible to requester and approver |
| Approvals | Forwarded emails with no record of who approved what | Rules-based routing with a time-stamped approval trail |
| Data quality | Re-keyed between spreadsheets and the ERP | Captured once, validated at entry, synced to the ERP |
| Audit readiness | Evidence reassembled from mailboxes at audit time | Complete trail generated as the work happens |
Systems this template connects to
Zapro connects to your existing systems so this template becomes part of the process rather than another place to check.
- DocuSign
- SharePoint
- Microsoft Teams
- Slack
- Zapro Supplier Portal
Guides that go with this template
- Contract Management
The Zapro product page behind this template and everything it connects to.
- Procure to Pay Process
How contracted terms flow through to orders and payment.
- Contract Management Guide
The complete guide to contract management in procurement.
Contract Request Intake template FAQs
What is the Contract Request Intake template?
It is a pre-built contract management workflow in Zapro that lets legal teams give the business one structured way to ask legal for a new agreement. Each contract request is captured on an 8-field form, moves through 6 stages with a named owner at each step, and is supported by 4 automations covering routing, validation and record updates.
How long does the Contract Request Intake template take to set up?
Most teams have it running in about 30 minutes. The stages, fields and automations are already configured, so setup is mainly adjusting approval thresholds, field labels and owner assignments to match your own policy.
Who uses the Contract Request Intake template?
Primarily legal counsels, working with in-house counsel and contract managers. It is most commonly used by legal teams across industries, though the workflow itself is not sector-specific.
Does Zapro support e-signature?
Yes. Agreements route to e-signature from the contract record, and the executed copy returns to the same record with its key dates already captured.
Can we restrict who sees commercially sensitive agreements?
Yes. Role-based permissions control visibility at the record and field level, so sensitive terms are only visible to the people who need them.
Get the Contract Request Intake workflow live
Zapro ships with this template plus the rest of the procurement and vendor management suite. Start with the contract request process and expand into sourcing, contracts, invoices and spend when you are ready.