An AI contract approval routing agent reads the contract summary and request details, such as value, term, data access and non-standard clauses, and decides which reviews apply under your rules.
Reads value, term, risk terms and counterparty.
The draft and its metadata.
Decides which functions must see it.
Routes with a short summary of what to check.
Legal, finance and security each comment or approve.
Tracks replies and assembles the combined view.
It builds the review path, sends each reviewer the contract with the points relevant to them, and runs reviews in parallel where your policy allows.
It tracks responses, chases late reviewers, records comments and approvals, and tells the owner when every required review is complete.
Contracts go round the company by email attachment. Reviewers do not know what the others said, versions diverge, and the deal owner chases people to find out where it is stuck.
A contract with personal data may need security and privacy, but nobody has the rule to hand.
Sequential reviews that could run side by side add weeks.
Comments on an old draft are lost when a new one circulates.
A finance reviewer needs payment terms, not a 40-page appendix.
The owner cannot see who has the contract right now.
The agent extracts value, term, renewal type, data handling and unusual clauses to decide which reviews apply.
It applies your routing rules to choose legal, finance, security, privacy or executive review and runs independent reviews in parallel.
Each reviewer receives the current version plus the clauses and facts relevant to their review.
The agent monitors responses, reminds slow reviewers and shows the owner who holds the contract.
It gathers comments and approvals into one record and flags conflicting positions for a person to reconcile.
Bring a small sample and watch Flo work through it.
| Aspect | By hand | With the agent |
|---|---|---|
| Who reviews | Contract owner guesses which teams should see the draft. | Reviewer set is derived from value, data handling, term and counterparty. |
| Brief for reviewers | Reviewers open a long document with no pointers. | Each reviewer gets a summary of the clauses relevant to their function. |
| Order of review | Reviews run in series and add to elapsed time. | Independent reviews run in parallel; dependent ones wait. |
| Chasing | Owner chases each reviewer individually. | The agent tracks each pending review and nudges on a schedule. |
| Combined view | Comments sit in separate threads and conflict. | Comments are consolidated and conflicts shown side by side. |
| If | Then | Who decides |
|---|---|---|
| Contract involves personal or customer data | Add privacy and security reviewers | Privacy lead |
| Value is above the finance review threshold | Add finance and the matching approval tier | Finance director |
| Term auto-renews or has a long lock-in | Flag for legal and the business owner | Legal counsel |
| Paper is the supplier's and not company standard | Mark for full legal review rather than the fast path | Legal counsel |
| A reviewer has not responded within the agreed time | Remind, then notify their delegate or manager | Reviewer's manager |
| Two reviewers give conflicting comments | Highlight the conflict and ask the contract owner to resolve | Contract owner |
The agent lists which approvals may now be stale and asks the owner to confirm re-review. The owner decides what is repeated.
The agent compares versions and shows reviewers what changed. Reviewers decide whether earlier approval still holds.
The agent notes the deadline in the routing and prioritises reminders. People decide whether to shorten any review.
The agent flags dependence on one person and suggests the delegate in the rule. A manager decides whether to rely on cover.
Talk it through with the team. We will map it to your steps and show where a person stays in control.
Agree which reviewers are needed for which contract types and values.
Let the agent recommend the reviewer set while the contract owner still sends the draft.
Turn on status tracking and reminders for reviews in flight.
Allow the agent to route standard cases itself, with legal sampling the results.
Cycle time (days) = date all required approvals complete − date routing startsRead it by contract type. A long cycle with short individual review times points to hand-off delays.
Quick answers to what people ask most about contract approval routing.
Book a demoIt is the process of sending a contract to each internal reviewer and approver it requires before it can be signed. Routing rules usually depend on value, term, risk and contract type.
No. It selects reviewers, sends the right information and tracks responses. Approval is a decision made by an authorised person, and signature stays with your signatories.
From the routing rules you set, applied to what the agent reads in the contract and the request. Where the rules do not cover a case it asks a person rather than guessing.
The agent records the objection, returns the contract to the owner and stops further routing until a person revises it or overrides with a documented reason.
Contract request intake is the first step of contracting: capturing what agreement is needed, with whom and on what terms.
→Supplier approval is the decision to allow a company to be used as a vendor after reviewing its risk, documents and business need.
→An approval policy exception is a documented decision to allow a purchase that breaks a rule, such as a non-preferred vendor or a missing quote.
→App approval is the decision on whether employees may adopt a new software application, based on need, cost, security and overlap with existing tools.
→Bring a small sample of real items. We will show what Flo handles on its own and where it hands over to your team.
