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Curious how our platform fits your unique challenges? Let's explore how altaFlow can automate your exact workflows.

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altaFlow connects to the systems you already run through governed, no-code workflows.

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The contract goes out today. Every clause still says what legal approved.

altaFlow generates every contract from the clause library your team has already approved, routes it to the reviewers a deal actually needs, and keeps one audit trail across every signature. No code, live in weeks.

Legal hero visual

30% less

AltaFlow costs 30% less than DocuSign, Conga, and PandaDoc on average

5 tools in 1

DocGen, PDF editing, workflow automation, contract management, and eSignature

80% faster

Automations that took 100+ hours now take 20–30

2x ROI

Through lower licensing, faster automation, and fewer tools

What legal, compliance, and contract review stop doing by hand

Change a clause once instead of redlining it into every contract that uses it.

One clause library replaces the redline queue.

Contracts generate from clauses and terms legal has already approved, with conditional logic that pulls in the right language for the deal, so legal reviews the exception instead of every contract that goes out.

Workflows

  • Clause library and template changes.
  • Approval rule changes.
  • New contract types for a new business line.
  
Get every approval and every signature without becoming the one chasing it down.

Approval and signature stop living in an inbox.

Contracts route to the reviewers a deal actually needs, in order, with reminders on whoever is holding one up and live status on demand, so legal answers where a contract stands without opening a thread.

Workflows

  • Multi-party approval routing.
  • Signature collection on any device.
  • Status reporting on open contracts.
  
Answer who agreed to what, and when, without a week of preparation.

The audit trail is built in, not assembled after the fact.

Every version, approval, and signature is logged automatically, with the signer, the internet protocol address, and the timestamp on every action, so an audit or a dispute is answered from the record instead of from memory.

Workflows

  • Compliance and retention reviews.
  • Litigation hold and e-discovery requests.
  • Contract version history.
  

Where the process actually stalls

 

A single clause needs updating, and legal ends up editing the same paragraph across a dozen templates before the change is actually live everywhere.
A contract sits with a reviewer who is traveling, and nobody notices until the deal desk asks why the signature is late.
An audit or a dispute arrives, and proving who approved what, and when, means pulling records from an inbox, a shared drive, and a signature tool that don't agree with each other.

From contract request to signed record

Step 1

Capture

Capture — altaFlow Legal

A business team requests a contract on a branded form, and conditional fields keep the questions down to the ones that apply to the deal type.

Step 2

Generate

Generate — altaFlow Legal

altaFlow assembles the agreement from clauses and terms legal has already approved, pulling the right language and tables in one pass.

Step 3

Route and sign

Route and sign — altaFlow Legal

The contract routes to the reviewers a deal actually needs, in the order legal requires, then the counterparty signs on any device.

Step 4

Write back

Write back — altaFlow Legal

Signed values sync back to the opportunity and any custom object, and the executed contract attaches to the record automatically.

The parts of the platform doing the work

Build

Document Generation

Contracts and agreements generated from clauses and terms legal has already approved, with conditional logic and dynamic tables that pull in the right language for the deal instead of a redline from scratch.

Templates

One conditional contract template replaces the library of near-identical versions legal currently maintains by hand, edited by legal in a no-code builder.

E-sign & Fill out

Multi-step signing on any device, in close to 30 languages, with a legally binding signature record behind every execution.

Automate

Workflow Configuration

Conditional approval routing that sends a contract to the reviewers a deal actually needs, configured by legal without a ticket to information technology.

Automation Bots

Pre-fill and integration bots move contract data between systems, replacing the copy-paste between the request, the contract, and the record.

Notifications and Reminders

Step-level alerts when a contract is viewed or signed, plus scheduled reminders on the approvals that stall.

Integrate

Native CRM Integrations

Two-way sync with your customer relationship management system: Salesforce first, then Microsoft Dynamics 365 and NetSuite. Signed values write back to the opportunity automatically.

Integration Bots

Governed connections to the document management system, SharePoint, Google Workspace, and the storage and reporting systems legal already runs.

APIs for Developers

A documented application programming interface, so contract generation and signature can be embedded into an internal legal portal or intake tool.

Manage

Security and Authentication

Single sign-on through your identity provider, role-based access control, and two-factor authentication on every account.

Document Tracking and Audit

One audit trail across every contract, with the signer, the internet protocol address, and the timestamp on every action.

Team and Access Management

Granular roles, teams, and workspaces that mirror the org chart, so legal delegates review without losing control of the record.

It writes back to the systems you already run

Whichever system the process lives in, the finished document and its data go back there.

Start Fast with Prebuilt Legal Workflow Templates

Master Services Agreement
Clauses and terms selected conditionally by deal type, generated from the record and routed for internal approval before signature.
Preview Template
Use This Template
Non-Disclosure Agreement
Mutual or one-way terms selected automatically, with same-day turnaround for the requests that stall a deal.
Preview Template
Use This Template
Statement of Work
Scope, rates, and term generated from the request, routed through legal review before signature.
Preview Template
Use This Template
Vendor and Procurement Agreement
Standard terms with conditional risk clauses, routed for approval by contract value and category.
Preview Template
Use This Template
Compliance Attestation
Scheduled distribution to the right groups, with completion tracking and an audit trail.
Preview Template
Use This Template
Contract Renewal and Amendment
Prior term data carried forward, with only the changed values regenerated and routed for re-approval.
Preview Template
Use This Template
Security at the core

Enterprise-grade security and compliance

SSO, role‑based access, audit trails, data retention, and encryption. Built to support regulated use cases with governance across every workflow.

Don't take our word for it

Verified results from teams running document-driven operations on altaFlow.

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James CraigDirector of IT

NewSchool of Architecture & Design

"Our campus-wide adoption of altaFlow has completely transformed how we handle approvals and contract workflows. The platform integrated seamlessly with our existing systems, eliminating bottlenecks and saving us hundreds of hours each term. For a team with limited IT resources, automation has been a game-changer."

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Mandy HoffmanBusiness Operations Manager

T2 Biosystems

"altaFlow has truly streamlined our document-heavy processes. With its seamless integrations into our existing stack, we've been able to automate workflows and reduce manual effort significantly. Compliance audits, which once took weeks, are now completed in just days. This level of efficiency and security gives us confidence in scaling."

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Mark McNicholDirector

In At The Deep End

“I like the best the fact that the software is so simple to use yet so powerful. With a few clicks of a button, you can create multipage/document forms that are pre-populated based on information users already supply. The fact that somebody only needs to enter their name once and it replicates throughout the whole system is just amazing.“

Frequently Asked Questions

What do we have to build or maintain?

The integration is native and supported. You configure the clause library and the approval routing once. After that, template changes, clause changes, and routing changes are made by legal, in a no-code drag-and-drop builder, without a request to information technology.
Does this replace our contract review process?

No. It replaces the manual assembly and redlining of contracts that already follow approved language. Conditional logic builds the contract correctly on the first pass, so legal reviews the exception instead of every contract that goes out.
What does the audit trail actually capture?

Every version, approval, and signature on every contract: the signer, the internet protocol address, the timestamp, the approval sequence, and the document version. It is one audit model across every workflow, which is what makes an audit or a dispute answerable in a sitting.
How does access control work for privileged documents?

Single sign-on connects to your identity provider, with two-factor authentication available on every account. Access is granted by role, team, and workspace, so a business unit runs its own contract workflows without seeing another unit's files.
Can approval routing depend on contract value or risk?

Yes. Approval gates are conditional, so a contract under a threshold skips a sign-off, and one above it, or one flagged with a nonstandard clause, picks up the additional reviewer automatically.
Does the signed contract data come back to the record?

Yes. The sync is two-way. altaFlow pulls record data into the contract and pushes completed values and the executed file back to the system of record, including custom objects, with no limit on the related fields it can read from.
Is there an application programming interface if we need it?

Yes. Contract generation, clause logic, and signature can be embedded into an internal legal portal or intake tool, for the cases where the no-code path is not the right fit.
How long does implementation take?

Weeks, not quarters. Setup time drops from more than 100 hours to 20 to 30, roughly 80% faster to set up. Basis is one verified customer review, so results vary. The pattern that works is one contract type live first, then handing the builder to the team that owns the next one.

Bring the contract legal redlines by hand.

In thirty minutes we build it from your clause library and show the signed values landing back on the record.

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