Challenge
Icono-Labs prepared contracts manually using CRM records, document templates, and shared folders. The process required repetitive data entry, made consistency harder to maintain, and created extra administrative work between sales and delivery.
The team needed a faster and more reliable way to generate and organize contracts using its existing systems while preserving accuracy and human review.
Solution
imivs consulting connected the company's existing CRM, document templates, file storage, and communication tools through Make to create a centralized contract-generation workflow.
- Automated contract generation: current client, project, pricing, and staffing information flows from the CRM into the appropriate contract documents.
- Client-aware agreements: new and returning clients follow the correct agreement path based on the documents already on file.
- Multi-scope support: the workflow generates one organized Statement of Work for each project scope.
- Standardized templates: twenty-five contract templates were prepared for automation, creating a consistent document structure.
- Quality controls: missing required information is clearly flagged for review instead of passing through unnoticed.
- Organized file management: current drafts are stored in the correct deal folder, outdated versions are replaced, and document links are returned to the CRM.
- Connected handoff: contract and project information remains visible as work moves from sales to delivery.
- Human oversight: the workflow automates preparation while keeping final review and approval with the team.
Result
The workflow reduced repetitive work and established a consistent way to prepare and organize contract documents.
Icono-Labs now has a repeatable contract-generation process built around the tools its team already uses. Contract information remains connected from the CRM through document preparation and delivery handoff, improving accuracy, visibility, and maintainability.