Redline is a native Salesforce app for contract review, risk flagging, and legal workflow management. It brings compliance and collaboration into the CRM, helping legal and sales teams accelerate deal velocity without sacrificing control.
In many organizations, legal review is disconnected from the tools where sales and revenue teams operate. Contract workflows often live in inboxes and external file drives, with redlines managed in Word and approvals handled manually. The result is slow turnaround times, increased legal exposure, and deals that stall in the final mile.
Redline was created to address this misalignment. It brings the entire contract review and compliance process into Salesforce—where the deals, data, and teams already live. With Redline, legal teams can flag risks, insert fallback language, and collaborate directly within the Opportunity record, while sales stays focused and informed without switching platforms.
We designed Redline not just as a document review tool, but as an intelligence layer over your legal process. From clause analysis to approval enforcement, every part of the workflow is mapped, scored, and logged. This helps organizations scale faster, stay compliant, and build better collaboration between departments.
Unlike external legal platforms that require new workflows and costly integrations, Redline fits into your existing CRM architecture, leveraging native tools, permissions, and UI. It reduces friction, standardizes approvals, and ultimately helps legal and revenue teams close contracts faster—with less risk and greater transparency.
Redline is a Salesforce-native contract review and legal workflow platform designed to bring transparency, consistency, and control to the contract lifecycle. Built specifically for legal, procurement, and sales enablement teams, Redline enables organizations to analyze, flag, and manage contract terms directly inside Salesforce—without having to leave the CRM.
It offers a seamless experience for identifying risk, automating clause swaps, managing approvals, and coordinating with sales—all while preserving audit trails, permissions, and record context. Redline brings contract oversight to the front lines of the revenue process, reducing deal delays and mitigating legal exposure.
In almost every organization we’ve worked with, legal workflows are siloed. Contracts are reviewed in Word, commented on over email, stored in Google Drive, and never visible to the rest of the revenue team. This creates version control chaos, slows down sales cycles, and leads to compliance issues when risky clauses slip through.
Redline was built to solve these exact issues. We wanted a system that brings legal review into Salesforce—where deals actually happen—without sacrificing control, security, or legal precision. No new tools. No duplicate data. Just clarity, built into the CRM.
1. Inline Contract Review
Redline embeds a PDF contract viewer directly into Salesforce. Users can view contracts, highlight clauses, and see tracked changes and comments—without ever leaving the record.
2. Clause Intelligence & Risk Flagging
Contracts are scanned against a custom clause library to identify risky terms, non-standard language, or missing required provisions. Each flag is ranked with a risk score and presented with suggested alternatives.
3. Collaboration Workflow
Legal, sales, and finance can comment on specific clauses, assign redlines, and mark items as resolved—creating a transparent thread of review activity tied to the Opportunity.
4. Approval Gatekeeping
Admins can enforce approval workflows by tying contract status and clause risk levels to Opportunity stage gates, preventing progression until legal clears a deal.
5. Audit Trail & Compliance
Redline automatically tracks who reviewed what, when, and what actions were taken. This ensures clear accountability and simplifies audits or legal discovery.
Salesforce Platform
Document & Clause Engine
Security & Compliance
Packaging & Deployment
Contract Workflow Mapping
Collaborated with legal, procurement, and sales ops to understand real-world review cycles, escalation paths, and approval friction points.
Product Design & Experience Architecture
Designed a clean, in-context review experience for Salesforce users. Created user flows and UI patterns aligned with legal team behavior while minimizing user friction.
Lightning Component Development
Built multiple LWCs for contract preview, clause inspection, reviewer comments, and approval state management—all embedded in standard record layouts.
NLP Clause Engine
Integrated an AI-powered clause parser to identify legal terms and risk indicators, with override logic and user-defined fallback language.
Legal-Stage Gating Integration
Developed a flexible approval system tied to Opportunity stage transitions, preventing contract bypass or skipped legal steps.
Security Framework & Compliance Readiness
Ensured enterprise-grade security and compliance adherence, including complete tracking of user access and activity.
Deployment Strategy & Support Toolkit
Packaged the solution for AppExchange, complete with guided setup, support docs, and onboarding templates for legal and sales teams.
