Deals & Pipeline
The Deals and Pipeline features help you track contracts through your review process. Available on Team and Growth plans.
Ideal Workflow
One deal = one partner or customer relationship. The recommended workflow is:
- Create a deal – Name it after the partner or customer (e.g. "Acme").
- Add one or more documents – Attach contracts to the deal.
- Analyze – Run analysis on the documents to understand risk and action items.
- Add redlines – When you receive revised versions, add redline reviews to compare and track changes.
- Repeat – Add more documents or redlines as the relationship or negotiation progresses.
- Close – Move the deal to Closed when done (signed or declined).
You can create a deal first and add documents later, or upload documents from the Dashboard and assign them to a new or existing deal.
What Is the Pipeline?
The pipeline is a view of your contracts organized by stage. Instead of a flat list, you see where each deal stands—from initial review to signed.
Deal Stages
Typical stages might include:
- New – Just uploaded, awaiting analysis
- In Review – Analysis complete, under review
- Negotiating – In discussion with the other party
- With Counsel – Sent to legal for review
- Signed – Contract executed
- Closed – Deal completed or declined
Stages can vary by plan and organization settings.
Action Items
For each deal, you can see action items—recommended next steps based on the analysis. These might include:
- Clauses to negotiate
- Questions to ask the other party
- Items to escalate to legal
Assigning Documents to Deals
You can associate documents with deals so that all related contracts for a single partner or customer relationship are grouped together. This helps you track the full picture for each deal.
Who Can See What
- Solo users: You see your own deals and documents.
- Team plans: Organization admins can configure whether members can see all org documents or only their own. See Organization Settings for details.
Getting Started
- Go to Dashboard → Deals (or Pipeline).
- Create a deal (or open an existing one).
- Add one or more documents to the deal.
- Analyze the documents, then add redlines when you have revised versions.
- Repeat as needed and move the deal through stages until you close.