Integrating Slack with Legistify's Contract Management Tool allows teams to receive real-time updates, streamline contract approvals, and improve collaboration. This integration ensures that legal and business teams stay informed about contract statuses without having to switch between platforms.
Legistify & Slack Integration Overview
Instant Updates & Notifications – Get real-time alerts on contract actions, pending tasks, approvals, and key contract details, keeping your team informed at every step.
Message Shortcuts for Quick Actions – Stay on top of your contracts with easy-to-use Slack shortcuts, enabling faster collaboration and decision-making.
Centralized Visibility – Direct notifications to a dedicated Slack channel, ensuring seamless communication and improved transparency across teams.
Accelerate Deal Closures – Reduce delays, enhance team productivity, and close deals faster with streamlined workflows and automated updates.
Contracting 2.0 With Legistify & Slack
Directly upload contracts to Legistify from Slack, whether as a new contract or an updated version, without switching applications.
Reduce manual effort and enhance efficiency by managing contracts within your existing Slack workspace.
Keep your team aligned with instant updates and seamless contract tracking—right where collaboration happens.
Slack Integration Capabilities & Workflow: Initiating Contracts via Slack Directly
You can directly upload a contract to Legistify from Slack by clicking on the 3 dot icon and selecting ‘upload to Legistify’ option from there
Select the relevant workflow “third party contract” or “legacy contract”
Once the workflow is selected, choose the template type you are uploading and fill up any additional details as per your own customised form which opens directly in Slack
On completion, the contract entry will be created on Legistify and you can access the same there for further work
Prerequisites
Business and Enterprise plans
Slack Admin Approval (If Required): If your organization's policy mandates approval from the Slack admin for adding new apps, ensure that SpotDraft’s app is pre-approved. This step is crucial to avoid any delays during the integration setup
Active Legistify Account: To utilize the full functionality of the integration, including accessing contract pages via links in Slack notifications, you must be logged into your Legistify account
Installation & Configuration
Step 1: Click on the profile sidebar on your Legistify account, then go to product integrations
Step 2: Click on the ‘Integrate Now’ button on the slack integration box
Step 3: Go to ‘settings’ section on your Legistify account, click on slack notifications and switch on the desired notifications from here
Step 4: Visit the slack channel you wish to receive these notifications on, and type “/invite @legistify” in the message box on this channel
Testing & Verification:
Step 1: Go to your Legistify account and create a new contract using the desired workflow. Make sure to use the workflow for which notifications were switched on as per the installation steps
Step 2: Check the notification on the slack channel where the bot was added
Congratulations! You’ve successfully integrated Legistify with Slack!
FAQs
Q: Can a non-Admin Slack user authenticate this integration?
A: No, the integration setup requires administrative privileges on Slack. Therefore, it must be performed by a Slack Admin to ensure proper authentication and configuration.
Q: Does the Slack channel need to be public for this integration?
A: No, the integration works with both public and private Slack channels. You can choose the channel that best suits your team's workflow and privacy requirements.
Q: Are contract notifications customizable?
A: Yes, you can customize which types of contract notifications are sent to Slack. This allows you to tailor the integration to your team's specific needs and avoid notification overload.
Q: Can I respond to Legistify notifications directly from Slack?
A: While Slack notifications provide timely updates, actions such as approving, signing, or commenting on contracts still need to be done within the Legistify platform.
Q: Is it possible to set up notifications for specific contracts or stages?
A: Yes, you can configure notifications to be triggered for specific contract types or stages, ensuring that you receive relevant updates that align with your role and responsibilities.
Q: How secure is the Legistify-Slack integration?
A: The integration adheres to high security standards, ensuring that sensitive contract information is handled securely between SpotDraft and Slack. Regular security audits and compliance checks are part of maintaining this security.
Conclusion
Now that the Legistify-Slack integration is active, managing contracts becomes more efficient and collaborative than ever. This integration reshapes the way your team works with contracts by delivering timely updates and simplifying communication—all within Slack.
Stay effortlessly informed as contract updates, notifications, and progress stages flow directly into your Slack channels. With instant visibility into contract status, your team can make faster, more informed decisions while maintaining a smooth and connected workflow.