Contract Request/Intake

Contract Request or Intake Definition:
The contract request or intake stage is the formal starting point of the contract lifecycle. It’s where a business unit identifies the need for a new agreement and submits essential details—such as contract type, parties, and objectives—for review and approval. In mature CLM systems, this process is often standardized through intake forms or digital workflows.

Why contract requests/intakes matter:
A well-defined intake process ensures every contract begins with clear ownership, purpose, and oversight. It minimizes delays, avoids unauthorized agreements, and creates a consistent foundation for contract management.

An HR manager submits a new employment contract request through the company’s intake form, triggering automatic routing to the legal team for review.