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Legal and GTM routing

Approvals
Primary · Procurement
Secondary · Legal
Ready for publish

Legal and GTM reviews stall when they arrive without context. The reviewer has to chase the contract, the terms, and the history before they can even start.

Flo recognizes when a request needs legal or GTM review, gathers the contract, the risk flags, and the relevant history, and routes it to the right reviewer with everything attached.

Flo routes with context. Legal and GTM review. Reviews start informed and finish faster. Flo never makes the legal call.

Intake and Approvals flow
CONFIGURATION
TOOLS
Detect review
Spendflo
Context Library
Detects when a request needs legal or GTM review.
Gather context
Contract repository
Spendflo
Pulls the contract, risk flags, and history.
Route reviewer
Slack
Routes to the right reviewer with context attached.
Track review
after approval
Workflow engine
Tracks the review to a decision and logs it.
CONTEXT USED
  • Use Detect review to confirm the request has budget before routing.
  • Use Gather context to validate the request and flag any exception.
  • Use Route reviewer to route the chain to the right approvers, in order.
  • Once approved, use Track review to raise the PO. Never raise a PO before approval.
  • Escalate anything over threshold or outside policy to a named human owner.
SIMULATION
1
System
Workflow engine
Request needs a non-standard contract
2
Flo
Spendflo
Detect the legal review trigger
3
Flo
Contract repository
Gather the draft contract and prior terms
4
Flo
Spendflo
Attach the flagged clauses for the reviewer
5
Flo
Slack
Route to legal with the full context
6
Team
Slack
✓ Legal returns a reviewed, marked-up draft
7
Flo
Workflow engine
Advance the request with the review on file
Intake and Approvals flow
GUARDRAILS
⛉
Flo routes for review. It never gives legal advice.
⛉
Flo gathers context, it does not interpret contract terms.
⛉
Legal and GTM owners make every review decision.
⛉
The review and its outcome are logged for audit.
Intake and Approvals flow
See Flo work
Watch the agent take a live request from intake to PO.
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Workflows
->
Contracts
->
Intake management
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Testimonials
“Finance queries Flo AI and surfaces exactly what they need for reforecast: 
which renewals are approaching, what savings are in play, when contracts are closing. Live insights, on demand
no back-and-forth, no delays”
Toral Patel, 

VP Accounting
“With Spendflo, we finally have unified visibility. We can look in one portal and see all our spend, upcoming renewals, and how we’re actually using the licenses we’re paying for.“
Josh Rappoport, 

VP Finance
“Spendflo AI triages intake and guides them through the right workflows. Centralize contracts, approvals, vendor data, and docs in one place. AI tracks usage, sentiment, and timelines automatically.”
Scott Stibich, 

Senior Accountant.
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