Intellistack Streamline CLM Product Guide

Welcome to your go-to guide for getting the most out of Intellistack Streamline CLM, the contract lifecycle management module for the Intellistack Streamline platform.

This article walks through each core feature included with Streamline CLM, why it matters, and how you can learn more through dedicated support articles.

What Is Intellistack Streamline CLM?

Intellistack Streamline CLM is an add-on module to the Streamline platform that helps organizations manage their entire contract lifecycle—from generation and collaboration and redlining to signature and storage—in a single, centralized platform.

It brings together customizable processes and legal-approved automation tools to accelerate reviews and approvals, ensure compliance, and give legal teams the control and visibility they need to work efficiently.

📞 Interested in a demo or speaking with sales? [Contact Sales.]
📖 Want to learn more about Streamline overall? [Check out this article.]

Search Data

The Search Data step allows you to query datasets that have already been configured in your Streamline environment. Unlike the old Activate Data step, Search Data requires an earlier step (such as a form) to provide search input. The results can then be displayed, used to prefill forms, or drive automated decisions within your workflow.

Why it matters:
Search Data gives Workflow Builders more flexibility and control when working with datasets. Instead of static activation, you can define dynamic search criteria, handle multiple or no matches gracefully, and personalize workflows based on real-time results.

Why it’s a Streamline CLM-specific benefit:

• Prefill agreements with accurate data – Pull customer IDs, vendor names, or renewal dates directly into contracts.
• Ensure compliance with master records – Contracts stay aligned with authoritative datasets, reducing errors and inconsistencies.
• Speed up renewals and amendments – Quickly search by contract ID, fetch metadata, and generate a renewal draft.
• Personalize contracts at scale – Fetch current pricing, discount tiers, or service levels dynamically for each agreement.

📖 Learn more: [How to use the Search Data step]
🧩 See also: [Configuring datasets for workflows]

Deliver Data

The Deliver Data step allows you to send updated or newly collected data from your workflow back to connected systems. It gives you full control over where and how information flows, making it easy to keep records aligned across multiple destinations.

This step is especially valuable when your workflow involves more than one system. For example, you might:

• Send updated patient information from your EHR to a CRM
• Write data from a consent form to both your internal database and Salesforce
• Pass records from one Salesforce org to another for cross-org collaboration

By adding Deliver Data to your workflow, you can ensure information moves where it’s needed—automatically and accurately, without extra manual work.

💡 Note: The Deliver Data step is commonly used alongside the Search Data step, which identifies the records you want to act on.

Why it matters

Deliver Data helps Workflow Builders maintain data integrity and efficiency across multiple systems. Instead of manually transferring records or relying on external integrations, you can automate how and where updates occur, ensuring your workflows stay synchronized and compliant.

Why it’s a Streamline CLM-specific benefit

• Sync records across systems – Keep contract, customer, or vendor data consistent between Streamline and external platforms like Salesforce or your internal CRM.
• Automate compliance updates – Ensure master data, status fields, and audit trails remain accurate and traceable.
• Reduce manual data entry – Automatically deliver finalized contract details or approval metadata to connected systems.
• Enable end-to-end data flow – Seamlessly connect data from search, to workflow, to delivery—creating a full closed-loop process.

📖 Learn more: [How to use the Deliver Data step]

Form Step

The Form Step allows you to capture new data from users or gather additional context that can be used throughout the workflow. In Streamline CLM workflows, forms are often the starting point for a contract request, capturing the information required to generate a draft agreement.

Why it matters:
Forms ensure you collect the right information before contracts are created or routed for review, reducing friction later in the workflow.

Why it’s a Streamline CLM-specific benefit:

• Standardize contract intake – Capture all required details upfront (e.g., business entity, contract type, deal size).
• Improve accuracy – Data entered once in a form can flow into documents and steps automatically.
• Support automation – Form data can trigger logic rules, search steps, or document generation.
• Enable self-service – Business teams can request agreements directly without manual legal involvement.

📘 Learn more: [How to build and use forms in workflows]

Document & Sign Steps

Two of the most crucial components in a Streamline CLM workflow are the Document and Sign steps.

• Document Step – Configure custom fields, prefill data, and set up a template that suits your contracting needs.
• Sign Step – Collect one or more signatures from internal or external parties, with flexible control over delivery, order, and notifications.

Why it’s a Streamline CLM-specific benefit:

• This is where contracts are created, reviewed, and finalized.
• Legal teams gain auditability and control over document content.
• Signatures are collected with traceability and compliance built in.

📘 Learn more: [How to set up your Document step]
✍️ Read next: [How to set up your Sign step]
🔁 Advanced: [How to use conditional logic in Document steps]

Logic Step

The Logic Step acts as the decision-maker in your workflow, enabling conditional branches based on user input or document data.

Why it matters:
Logic ensures workflows are dynamic, not one-size-fits-all, by allowing you to route agreements for extra review or adjust based on contract terms.

Why it’s a Streamline CLM-specific benefit:

• Route high-value contracts to legal automatically.
• Apply stricter review rules for certain agreement types.
• Skip unnecessary steps for low-risk contracts.

🧠 Example: Route a contract for additional redlining if the deal value exceeds $100,000.

🔍 Learn more: [How to use the Logic step]

Collaboration Step

The Collaboration Step allows internal and external stakeholders to review, comment on, and redline documents before they’re finalized.

Why it matters:
Collaboration ensures feedback is versioned, structured, and trackable—reducing confusion compared to emails or shared drives.

Why it’s a Streamline CLM-specific benefit:

• Centralizes all redlining and feedback in one place.
• Keeps a clear history of versions and changes.
• Ensures all stakeholders can contribute securely, without losing control of the process.

Who has access to the Collaboration Step:
The Collaboration Step is part of the Intellistack Streamline CLM module, and available to customers who have purchased this module. 

🔄 Learn more: [How to use the Collaboration step]

Workspace

Workspace is your personal hub in Intellistack Streamline for action items—whether that’s signing a contract or participating in a collaboration.

Why it matters:
Users know exactly what requires their attention, which keeps workflows moving.

Why it’s a Streamline CLM-specific benefit:

• Reduces delays in contract cycles by surfacing tasks directly.
• Helps approvers and signers keep track of pending contracts.

🗂 Learn more: [How to use Workspace]

Document Repository

The Document Repository stores finalized and in-progress documents created through Streamline CLM workflows.

Why it matters:
It gives organizations one secure, searchable source of truth for agreements, supporting compliance, reporting, and renewal tracking.

Why it’s a Streamline CLM-specific benefit:

• Centralizes all contracts for easy access.
• Provides metadata and search for key contract terms.
• Ensures auditability and visibility into the full contract lifecycle.

Who has access to the Document Repository:
The Document Repository feature is part of the Intellistack Streamline CLM module, and available to customers who have purchased this module. 

📄 Learn more: [How to use the Document Repository]

Summary

Each of these features plays a critical role in delivering a complete CLM solution with Intellistack Streamline CLM:

By combining these tools, Streamline CLM helps organizations reduce contract cycle times, ensure compliance, and improve collaboration—all within one platform.