SimpleDocs Workflow
Enterprise-ready contract routing and automation.
Automate intake, contract creation, approvals, negotiation, signature, and tracking around the way your legal team already works.
Trusted Globally by Top Legal Teams
Workflow Features
Standardize intake
Capture complete business requests with configurable forms, reusable workflows, and secure request links so Legal gets the right information from the start.
Route work to the right people
Send requests to the right legal and business approvers with configured sequential or parallel review and clear status visibility.
Create and move contracts forward
Generate agreements from approved templates and form answers, then route contracts into review, negotiation, and signature without restarting the process.
Throughout our implementation, Solventum and SimpleDocs collaborated closely to design and configure an AI-enabled document management workflow that supports our global needs as a public healthcare company. SimpleDocs has been a true partner to us every step of the way.
One of the big reasons we selected SimpleDocs was that it's more than just a contract review tool. We needed an AI-first approach to contract storage, search, review, and workflows. SimpleDocs was the best vendor we found that could deliver this full suite of AI solutions.
After a comprehensive evaluation and testing period, Herbalife selected SimpleDocs as our AI-powered contract review solution based on its ease of use and the strong legal engineering support we received.
After a thorough evaluation process and a review of multiple legal AI solutions, we selected SimpleDocs as our main legal AI solution. Beyond the quality of the product, what truly stood out during the PoC was how well the SimpleDocs team understands our needs and how closely their philosophy aligns with Ferrovial’s culture and the way we work.
SimpleDocs has completely transformed how we handle NDAs. Through its integration with the oneNDA global standard, our business teams can now fully self-serve NDA requests without waiting on legal. The result is commercial discussions are unblocked within minutes, and our lawyers are freed from unnecessary back-and-forth. SimpleDocs has been a true game changer for us.
As Unlimit continues to scale globally, contract review has to be fast, consistent, and rock-solid across jurisdictions. That’s why we’ve chosen SimpleDocs as our Legal AI partner – to support faster, more consistent contract reviews across markets.
Integrating AI into our business processes is an imperative at LCI Education. Our legal team selected SimpleDocs to streamline contract operations after an extensive vendor evaluation process.
Workflow plans
Choose the right Workflow plan
Choose Core for routine contracting workflows, or Pro for advanced routing, automation, integrations, and multi-entity processes.
| Plan | Workflow Core $10,000 per year starting price 3 Full Users included Unlimited business-user participation and contract requests. Create, review, and execute everyday contracts. | Workflow Pro $18,000 per year starting price 3 Full Users included Unlimited business-user participation and contract requests. Automate contracting from first email to final signature. |
|---|---|---|
| USERS & PARTICIPATION | 3 Full Users; unlimited business-user participation and contract requests. | Same as Core. |
| INTAKE & SELF-SERVICE | Configurable forms, reusable workflows, and secure request links. | Everything in Core, across workspaces, entities, and business segments. |
| DOCUMENT CREATION | Generate agreements from approved templates and form answers. | Everything in Core, plus complex, multi-document and multi-entity processes. |
| AI CONTRACT REVIEW | User-initiated review to identify risks, summarize issues, and assess contracts against a selected playbook. | Everything in Core, with review incorporated into configured workflow stages. |
| AUTOMATED PLAYBOOK RUNS | Users select and run a playbook when needed. | Automatically run configured playbooks on submitted contracts; attach findings to the request for approver review. |
| AI-ASSISTED CREATION VIA EMAIL | Create requests through forms and the application. | Email instructions and attachments; AI proposes the workflow, extracts request details, asks for missing information, and prepares a request or template-based draft for confirmation. |
| APPROVALS & ROUTING | Configured legal and business approvers; sequential or parallel review. | Rules-based assignment, approval pools, required approval counts, and backups on supported flows. |
| SIGNATURE & TRACKING | E-signature connections, status tracking, document history, and reminders. | Everything in Core, plus advanced signer assignment on supported flows. |
| REPORTING | Request volumes, outcomes, and time-to-sign reporting. | Detailed lifecycle reporting, paper-source comparisons, and exports. |
| INTEGRATIONS & GOVERNANCE | Standard email notifications, e-signature connections, roles, and permissions. | CRM entry points, scoped API/webhook integrations, and workspace separation. |
| IMPLEMENTATION | $5,000–$15,000 | $15,000–$25,000 |
| ADDITIONAL FULL USERS | $1,200/user/year | $1,200/user/year |
Complex implementations may be scoped separately based on workflow, entity, and integration requirements.
Key capabilities
Built around how your legal team already works
Automate the work around the contract, from first request to final signature
Intake
Bring every request through a clear legal front door.
Capture the information Legal needs up front with configurable forms and request links. Reduce back-and-forth, eliminate missing fields, and give business teams a clear way to start the right process.
Approvals
Route work to the right people automatically.
Configure legal and business approvers around the way your organization already works. Support sequential and parallel review, clear ownership, reminders, and real-time status so requests do not stall.
Contract creation
Generate, review, and negotiate without breaking the workflow.
Create agreements from approved templates and request data, initiate AI-assisted review where appropriate, and route redlines to the right legal or business owner from the same request.
%202.avif)
Completion
Move from final approval to signature with full visibility.
Connect e-signature, track document and request status, send reminders, preserve workflow history, and report on volumes, outcomes, and time to signature.
Enterprise Grade Security
Secure, Private, and Compliant with Industry Standards
SimpleDocs is SOC 2 Type II and ISO 27001 certified, and aligned with the highest enterprise security standards—including AES-256 encryption and TLS 1.2+ secure transmission. Your documents are never used to train AI and are securely discarded after analysis, giving you full control over your data.
SimpleDocs integrates with your existing business and legal tools.
Connect the systems already used in your contracting process so Workflow can automate handoffs without forcing the team into a new operating model.
Frequently Asked Questions
SimpleDocs Workflow automates the pre-signature contract process — including intake, document generation, review, approvals, routing, signature, and tracking — in configurable workflows built around the way your team already works.
Workflow Core is designed for routine contracting workflows with configurable intake, document creation, approvals, signature, and reporting. Workflow Pro adds advanced automation for more complex processes, including broader workspace/entity support, rules-based routing, advanced integrations, and deeper lifecycle reporting.
Both plans include 3 Full Users plus unlimited business-user participation and contract requests. Additional Full Users are $1,200 per user per year.
Implementation is scoped to the workflows, integrations, entities, approval logic, and document-generation requirements you need. Core implementations are typically $5,000–$15,000 and Pro implementations are typically $15,000–$25,000. Highly complex implementations may be scoped separately.
Yes. Both plans support standard e-signature and workflow connections. Workflow Pro is intended for more advanced CRM entry points, scoped API/webhook integrations, and workspace separation.
Workflow can bring SimpleAI review into the contracting process so risk identification, summaries, and playbook analysis can happen as part of the request rather than as a separate manual step.
Automate the process without rebuilding the way your team works
See how SimpleDocs can configure intake, drafting, approvals, routing, signature, and tracking around your legal team.