Workflow

Simple and custom-made workflows

Organize all steps of your document’s lifecycle into automatically triggered flows.

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Netlex internal screen, which represents a document workflow step and has, in the center, an open document page. This functionality helps to optimize the entire management of the lifecycle of contracts and other documents, avoiding rework and eliminating bottlenecks throughout the operations of large companies.

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Create dynamic and efficient workflows

Lean on tools that create simple and agile processes, adaptable to each of your company’s specific scenarios, without losing compliance or security.

Assign responsibilities

Select a specific collaborator or team and assign them any step of the workflow.

SLA

Set ideal deadlines for each step’s execution, considering working days or calendar days.

Add information

Collect all the additional information necessary in each step using a simple and intuitive questionnaire.

Approval via email

Expedite the workflow by enabling the document’s simplified approval via email.

Registration and History

Follow each step’s SLA, register approvals and much more, keeping full records of all activities in the workflow.

Vacations and Absences

Automate the transfer of responsibilities between users to eliminate inefficiency and misunderstandings.

Use a Kanban board to optimize tracking

Get more visibility into the progress of each document’s lifecycle in a simple and intuitive Kanban board.
Know more about document management

Netlex internal screen. This image shows a clipping of the visualization screen of workflows in KanbaN format. It is possible to see the numbers and types of documents in progress. This feature helps everyone involved in the life cycle of contracts and other documents to have better visibility of workflows, optimizing the organization and boosting results.

Netlex internal screen, highlighting the right side tab, with the “workflow” icon selected. The image indicates the completed steps of the workflow, as well as the simultaneous steps in progress, with the options to “reject” and “approve” the document, in addition to the indication of the deadline for making this decision. At the end of the tab are indicated the number of steps that remain in the life cycle of that document. This functionality helps to track the status of all documents, allowing the clear identification of all important information, such as deadlines and responsible parties.

Gain agility with simultaneous steps

Use parallel steps to allow simultaneous work on the same document, ensuring a fluid and well organized workflow.

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Integrations that make life easier

Autonomy to fluidly integrate and connect systems as needed by your team

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Image with the netLex icon in the center, building, from it, a network of traces with icons of other software at the meeting points. These software are Oracle, Salesforce, Sap, Slack, Adobe. Surrounding the other software logos are some icons representing netLex functionalities. These are just some of the systems with which netLex can be integrated. netLex Connect helps to maintain a flow of information between the different software used by the same company, optimizing tasks and avoiding rework.

Personalize each workflow with rules and triggers

Create rules to change the steps in a workflow for specific situations. Gain efficiency and easily adapt your system to each document’s lifecycle.

Efficiency that translates into numbers

Automating the life cycle of your documents generates gains in agility, productivity, legal certainty and assertiveness that are reflected in all your company's operations. Here are some of the impressive results achieved by netLex customers:

240%

increased productivity with automated document creation

214%

productivity increase in the life cycle of service contracts

82%

reduction in the time to prepare service contracts

75%

reduction of demands that unnecessarily involved the Legal sector

240%

increased productivity with automated document creation

214%

productivity increase in the life cycle of service contracts

82%

reduction in the time to prepare service contracts

75%

reduction of demands that unnecessarily involved the Legal sector

It's easy. Design it yourself!

By automating your workflows, you ensure more efficient and standardized procedures, give security and visibility to your employees, and create solid compliance practices.

Automate all stages of the document lifecycle

Include compliance forms and observe company rules by default

Ensure full visibility into all document’s management

netLex Blog: everything about CLM

netLex Raises $24 Million Growth Round from Riverwood Capital to Accelerate Innovation in Contract Lifecycle Management

netLex, the leading Contract Lifecycle Management (CLM) platform in Latin America, today announced the closing of a $24 million growth funding round led by Riverwood Capital.

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Image shows two people holding hands as if in agreement

Recipe for success: automating business proposals in enterprises

Understand how automating business proposals using netLex helps you streamline your routine, eliminate operational tasks and close better deals!

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Understand how contracts lose value in the financial, relational, and organizational dimensions, and learn how to avoid this loss using CLM platforms.

How contracts lose value [and what to do to avoid damage]

Contracts are essential instruments for the company's activities and their execution crosses many of the organization's departments.

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Testimonial

It was a great goal from the Legal team because we were able to meet the expectations of scaling our product, technology, without giving up security, which was our biggest conflict.