Contract Intake Process for Your Legal Team

Dock provides customizable contract request forms that simplify drafting, improve the client experience, and optimize approval times. Make the contract intake process straightforward for your legal team and your clients with Dock's user-friendly features. A simple contract intake process is key to avoiding miscommunication and confusion for existing and new contracts.

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Benefits of an Optimized Contract Intake Process

Standardize Submission Requirements

Develop a consistent standard for contract requests with customizable contract request forms to ensure all key details are noted by all parties involved.

Increase Visibility

Keep clients in-the-loop of the status of their contracts with a centralized platform for communication and real-time contract insights.

Simplify Contract Drafting

Convert contract request form information into contract drafts instantly with your preapproved contract templates so you can save time.

Improve Organizational Efficiency

Make contract management easy for your organization's legal team by using several features that streamline the contract intake process.
  • Customizable contract request forms
  • Contract templates and auto population for rapid contract drafting
  • Compatibility with various document formats
  • Accessibility on mobile devices
  • Workflow automation to guide request form information through drafting and approvals

Person typing on laptop at table.
Person writing on contract.

Use Customizable Contract Request Forms

Capture critical info at the start with customizable contract request forms so you can convert your requests into contracts faster. No need to re-key contract details into a draft — your customizable contract request forms are converted via auto population into your preapproved contract templates with one click.

Now, your approved requests can be sent off for negotiation, redlining, and signing faster than ever. Improve communication, minimize email back-and-forth, and expedite the contract intake process.

Poor Contract Intake Leads to Missed Opportunities

Don't miss out on converting leads with a contract intake process that's full of confusion and miscommunication. Email is an outdated and risky approach to contract intake that can cause unnecessary bottlenecks. 

Our solution allows users to upload contract request forms and supporting documents pain-free. Centralize your contract intake process with contract lifecycle management (CLM) software so you can reduce delays and get contracts started on the right foot.

Customer Success Stories
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Ray Fager

VP, Sales Operations - King's Hawaiian

"What I've really been pleasantly surprised with is your level of customer service. You have really great expertise on solving any of the issues we needed to solve."

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Matt Waters

COO - AVA Studios

"A number of times in the past I've had to make changes to my programming environment and the Dock folks have always been quick to respond."


Manish Kothari

CIO - Jax Federal Credit Union

It was simple, easy, not too much technology jargon to communicate to some of our non-tech people. The Dock portal is very convenient to work with."

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Ben Hippeli

Founder - Benchmark Training

"Working with the Dock team was so easy. The team was super flexible, checking points to make sure things are going exactly the way we wanted."

Why Optimized Contract Intake Helps Businesses

Draft Contracts Rapidly

Increase Contract Visibility and Status

Improve Security of Contract Data

Reduce Miscommunication

Cut Down on Email Back-and-Forth

Expedite Approvals and Negotiations

Standardize Submission Requirements

Shorten Contract Lifecycles

Enhance the Customer Experience