Concord’s new customizable Intake Requests eliminate the pain points slowing down your contract process — missing information, unnecessary back-and-forth emails, and manual data entry that leads to errors. Here’s how to get started.

Template-linked forms: Get the right information every time

Create digital intake forms that connect directly to your existing Concord templates in under 5 minutes.

For example, when a form is linked to your NDA template, it automatically pulls in fields like confidentiality terms, effective dates, and party information—ensuring every submission contains precisely what your legal team needs to proceed. Organizations using this approach have cut their 14-day contract cycles down to just 7 days.

Targeted notifications: Only alert the contract owner

Say you want to set your paralegal Sarah as the default assignee for all NDAs, while routing MSAs to your contract manager Michael.

When someone submits an NDA request, only Sarah receives the notification, preventing the 30+ daily alerts that typically flood your team’s inboxes. This direct routing shortens response time from 48 hours to same-day handling.

Built-in field guidance: Eliminate the 40% of submissions returned for corrections

Create forms that prevent common submission errors:

• Add explanatory text beside your “Jurisdiction” field clarifying exactly what information is required
• Include dropdown options for “Contract Type” instead of free text that causes confusion
• Add help text explaining your company’s specific requirements for “Term Length”

This guidance reduces incomplete submissions by 40%, eliminating the follow-up emails that currently delay your process by an average of 3 business days.

Automatic template population: Save 30 minutes per contract

When a form is submitted with “Net 30” payment terms and a $25,000 contract value, those exact details populate your MSA template instantly.

Your contract administrators save the 30 minutes previously spent manually transferring data from emails into templates, eliminating the 15% error rate that comes with manual entry.

How to set up Intake Forms in 5 minutes

1. Navigate to Intake → Forms → New Form
2. Select your “Master Services Agreement” template from the dropdown
3. Assign Michael as the default recipient
4. Choose which of the 23 template fields to display and add guidance notes
5. Share the unique form link with your requesters

Stop losing 3+ days per contract cycle

Schedule a 20-minute demo with your customer success manager this week to see exactly how Custom Intake Requests integrate with your existing templates. Or visit our step-by-step guide at concord.com/intake-forms to implement the solution yourself today.