Contract Requests With a Review Tab for Legal
A SharePoint list of contract requests with a form in two tabs: the request an employee fills in, and the legal review with status, lawyer, start and end dates. The employee sees where the contract stands but cannot change it. Built with Virto Forms Designer App.
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Request, Review, Track
The screens come from a test list on our own SharePoint site: one item per contract request and a published Virto form with two layouts, one for the legal team and one for everyone else. The names are invented.
Request
The employee asks for a contract
What legal asks first
Type, counterparty, value and what the contract covers are in the request, not in a follow-up email.
NDAs and agreements in one list
The Contract type column keeps NDAs, supplier and customer agreements and amendments apart in views.
Review
Legal records status and term
A layout for legal
Members of the Legal team group open the request in a layout where the Legal review tab is theirs.
The end date is a column
Start and end dates sit on the item, which is exactly what a renewal reminder reads.
Track
The requester sees where the contract stands
No email to ask where it is
Status, lawyer and dates are in the same item the employee filled in.
Visible, not editable
The Legal review tab is read-only in the employee's form. Who may change the data itself is still decided by the list's permissions.
Key benefits
Your data stays in your list
Every contract request is a list item in your tenant, with your permissions, versions and views.
No code for the layout
Tabs, two columns and a layout for legal are set in a drag-and-drop designer.
Fewer status questions
Employees see the status, the lawyer and the dates in their own request.
Every change on record
Version history shows who changed the status, the value or the end date, and when.
Ready for renewal reminders
Because the end date is a column, a Virto reminder can warn the owner months before the contract renews.
A form, not a lock
A read-only tab shapes the form. Who may change the data is still set by the list's permissions.
What contract requests need, and what runs them
A Request tab for employees and a Legal review tab for legal on one list item, with a layout for each, set up without code.
Date-based reminders on the End date column email the requester or legal before the contract renews or runs out.
Microsoft's approvals send the request to legal and finance and record their answers on the item.
The form records that a contract went out for signature; the signing itself happens in an e-signature service.
When legal drafts from clause libraries, negotiates redlines and tracks obligations, a CLM system is the answer.
Virto Forms Designer App
Give legal its own tab in every contract request
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