SimpleDocs Masterclass: Advanced Workflows
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Most contract requests reach legal the same way. An email, a forwarded thread, a document with half the details missing. Someone chases the business for the counterparty's details. Someone else chases the approver. The contract waits.
SimpleDocs Workflow gives that process one way in. Requests arrive through intake, go to the right approvers, and every step is tracked.
In this live masterclass, Preston Clark, CEO of SimpleDocs, will build a contract workflow and run a request through it from start to finish. Then he'll take your questions.
What you'll see
- Intake. How requests come in, and how to collect what legal needs at the start.
- Routing. Getting each request to the right reviewer.
- Approvals. Setting approvers and tracking each step, so you can see who signed off and when.
- Signature. Generating the agreement from an approved template and sending it for e-signature.
- AI-powered. How SimpleDocs' AI capabilities integrate into the Workflow product.
Who it's for: GCs, in-house counsel, legal operations and contract managers, whether you already use SimpleDocs or you're evaluating contract workflow tools.
Thursday, November 5 | 12pm ET / 9am PT / 5pm UK | 45 minutes
Can't attend live? Register anyway and we'll send you the recording.
About the Host
Preston Clark is the CEO and co-founder of SimpleDocs, an AI-powered contract automation platform that helps legal and business teams draft, review, and manage contracts more efficiently. He is also the co-founder of Law Insider, the world’s largest public contract and clause database, serving thousands of legal and business professionals worldwide.
With more than 15 years of experience at the intersection of legal operations, software, and AI, Preston has built and scaled products focused on modernizing how contracts are created, negotiated, and managed. Prior to becoming an entrepreneur, he held leadership roles at several venture-backed startups and served as Assistant General Counsel at the University of Miami.