For sales & RevOps
An NDA in minutes. An MSA that doesn’t stall.
Request a contract, answer five questions, get a draft on Legal-approved paper. Legal only sees what deviates — so the standard deal never waits in their queue.
Requests · your deals · Sam Okafor · Sales leadThis week · 9 steps
Waiting on you0 of 3
AnswerHelios order form · 2 fields from youREQ-0143 · clock pausedLegal needs the start date and the seat count. Everything else came from Salesforce closed-won.
DeviationInitech MSA · they want Net 60 + 24-mo capyour call, then Legal’sBoth are fallbacks in the playbook, not walk-aways. Confirm the commercial ask and Legal gets one item, not a thread.
SignBrightline NDA · v1 · ready6 of 6 playbookDrafted from Northwind NDA v4. No deviations. No blanks. Send for signature — nothing needs Legal.
Ranking by consequence…
Done without you · this week
REQUESTEDOrder form · Helios · from closed-wonSalesforceREQ-0143 · over $10k rule · routed to Legal · SLA 2 days
DRAFTEDBrightline NDA v1Sam · template5 answers → 5 blanks · 6 of 6 playbook · 0 freeform
CHECKEDInitech counter · 2 fallbacks, 0 walk-awaysplaybookNet 60 and 24-month cap both inside the ladder
TRACKEDNordwind MSA signed → 4 obligationsspineRenewal · 5% uplift · SLA credits · to Customer Success
REMINDEDAcme upsell window · 30 daysladderSlack · #deals · owner Sam
Pipeline unblocked · 11:20. 3 answers from you, 9 steps by the workspace. Two drafts out, one to Legal for a real deviation.
Standard deals never enter the legal queueBusiness-hours SLA clock · pauses when Legal waits on you
You sell · the paper keeps up
A week in the pipeline.
MON · THE NDAProspect wants an NDA before the demo. You request it; five questions; drafted from the standard.Six of six playbook positions met. Sent for signature. Legal was not involved.
TUE · THE ORDER FORMClosed-won in Salesforce raises a request automatically over $10k.You confirm two fields. The order form is on the way in under an hour.
WED · THE DEVIATIONEnterprise asks for Net 60 and a 24-month cap. Both are fallbacks, not walk-aways.Legal gets one item with the clause open. You get an answer, not a queue position.
FRI · THE FOLLOW-THROUGHThe signed MSA is tracked. Renewal, uplift and SLA credits go to the right owners.You see what was promised. Customer Success sees it too.
What changes
Faster paper. Fewer favours.
The standard deal should never need a lawyer. The non-standard deal should need one for ten minutes, not a week. Both happen on the same rail.
Self-serve on approved paperLegal’s templates, Legal’s playbook, your five answers. The draft is checked as it assembles.
Only deviations reach LegalA request within the playbook goes straight to signature. One outside it becomes one item in Legal’s queue with the clause open.
A clock everyone can seeRequests carry a business-hours SLA. It pauses when Legal is waiting on you. Nobody has to ask “where is it?”
What you promised, trackedSigned deals become obligations with owners: renewals, uplifts, SLA credits. Customer Success inherits the truth.
02When this happens
Three deal moments, handled.
WhenThe prospect sends their own NDA.ThenIt is redlined against Legal’s playbook. You fix within the ladder and export a Word redline. Anything at walk-away goes to Legal as one item.their paper · your positions
WhenThe deal closes Friday at six.ThenClosed-won raises the order-form request. Five of seven answers come from the CRM; you confirm two. No deviation, no Legal.Salesforce → request
WhenA customer asks what SLA credits they are owed.ThenThe obligation was tracked at signature. You quote the clause and the credit schedule, and Customer Success sees the same.tracked · quoted
03The request
From closed-won to paper in one request.
A contract request carries its source, its template, the answers it already has, the playbook result and a business-hours clock everyone can see. Legal only appears when something deviates.
Request · REQ-0143 · Order form · Helios Cloud
SourceSalesforce closed-won · $48,000 · rule: over $10k
TemplateNorthwind Order Form v3 · Legal-approved
Answers5 of 7 from CRM · 2 from you · complete
Playbook6 of 6 met · no deviation · Legal not required
Clock2 business days · 1d 3h left · running
Nextsend for signature · tracked on execution
The clock pauses when Legal is waiting on you · nobody asks “where is it?”
04Before · after
Getting paper out, before and after.
The way it wasWith ClauseMinds
Slack Legal and wait.A request with a visible SLA clock. Standard deals never enter the queue.
Paste last quarter’s order form.Template blanks filled from the CRM and your answers. Wording untouched.
Negotiate terms by email.Redline within the ladder; escalate walk-aways as one item.
Promises lost after signature.Obligations tracked to owners — renewals, uplifts, SLA credits — visible to Customer Success.
05Principle
The standard deal should never need a lawyer. The odd one should need one for ten minutes.
01Inside the playbook: straight to signature.Approved template, answers filled, six of six positions met. Nothing to review.
02Outside it: one item, clause open.Legal gets the deviation, the position and the consequence — not a thread.
03After it: tracked, owned, remembered.What you promised becomes obligations with owners. The renewal is on the calendar before the champagne.
Built on
The features behind the sales desk
Questions sales teams ask
No. Requests inside the playbook — standard NDA, order form, MSA on your paper — go straight to draft and signature. Legal defined the playbook once. Only a deviation from it, or a counterparty’s own paper, becomes a Legal item.
As fast as answering five questions. The draft assembles from the approved template, checks run as it builds, and if nothing deviates it is ready to send. The SLA clock on the request is visible to you and to Legal.
Closed-won in Salesforce can raise a contract request automatically above a value you set. Slack and email carry the approvals and reminders. Signed webhooks fire for anything else you want to automate.
Get the next NDA out before the demo.
Ask Legal to import the standard. Request your first contract this week.
14 days free · no card