Help · DealFlow: contracts & legal disputes

How to set up DealFlow

Contract types, clause library, templates, reviewer rules, roles, counsel and alert lead times — no code.

Who can do this: Organisation admins and DealFlow Legal members.

Steps

Step by step

DealFlow → DealFlow setup.
Contract types: which fields are compulsory, how long to keep records and when to alert before expiry.
Clause library: standard, approved fallback and not-acceptable positions. Templates: approved versions per type.
Reviewer rules (by type, value or risk), roles (Legal, Finance, Business owner, Management, Read-only) and your counsel list.
Approval rules live in Settings → Approvals; two starter rules are created on first use. Alert lead times are in Settings → DealFlow.

You can make standard fields compulsory, but adding brand-new custom fields to the contract form is not available.

WhatsApp +91 97111 87655 or email siba@bebaak.co with your organisation name and a screenshot.