Tired of juggling client contracts across Google Docs, email threads, and spreadsheets? You’re not alone. Agencies and service-based businesses often deal with a messy trail of drafts, approvals, signatures, and revisions. But what if you could replace all of that chaos with a single, streamlined dashboard—without writing a single line of code?

That’s exactly what we built live in our latest webinar, and in this post, we’ll break it down step by step so you can do the same.

Why build a client contracts dashboard in Formaloo?

Because it’s easier than you think. With Formaloo, you can:

• Create branded contract request forms.
• Collect e-signatures and print the contract signature form as a PDF file.
• Track the status of every contract in a kanban board.
• Build a secure client portal so each client sees only their own data.
• Automate notifications, status updates, and approvals.
• And most importantly—do it all without coding.

Let’s walk through how it works.

Build your client contracts management dashboard

To get started, signup for free at Formaloo.com and start with a new project or use this contracts management template. Formaloo is, and always will be, free to get started. You can build your forms, portals, and internal tools easily with a Free plan and upgrade for more usage, customizations, and advanced features.

Now that you've built your projev

Step 1: Start with a contract request form

In the contracts management webinar, we built a form where clients could submit a new contract request. This included fields like:

• Client name and email
• Contract type (e.g. NDA, freelance agreement, partnership)
• Purpose and value of the contract
• File upload for existing contracts
• A signature field (so clients can sign before submission)
• An email verification field (to make it legally binding)

You can add conditional logic to trigger custom workflows. For instance, if the contract value exceeds $5,000, notify the legal team directly.

Step 2: Automate approvals and notifications

Using on update logic, you can set automated rules. For example:

• When a contract is submitted → notify the legal team.
• If the status changes to “in review” → send a branded email to the client.
• If approved → auto-send the contract signature PDF via email.

Learn how to build an approval form or send logic-based email notifications.

Step 3: Track every contract’s status

Instead of digging through folders, use a kanban board inside your dashboard.

Each card represents a submitted contract and moves through statuses like:

• Submitted
• In Review
• Needs Update
• Approved
• Finalized

This can be an admin-only dropdown field on your contract request form that helps you manage the status of each request easily.

Want to keep review notes and comments? Add an admin-only field to the form—clients won’t see it, but your team can track everything in one place.

Step 4: Build a self-service client portal

Here’s where the magic happens.

With Formaloo’s client portal builder, each client logs in and sees only their own contracts, past requests, and status updates. You can:

• Create user profiles automatically upon form submission
• Manage access to pages and data per user
• Allow clients to update their submissions
• Display downloadable templates or signed documents

Learn how to create a portal and manage access in minutes.

Step 5: Add helpful data blocks and AI dashboards

Want to make it even more powerful?

• Create a contract templates gallery (e.g. NDA, partnership agreements) for standard contracts. This way, your clients can download the contract templates easily without contacting you.
• Add visual charts for your team’s internal review using Formaloo AI.
• Let your clients preview, download, or request revisions to each template.
• Connect multiple forms with automatic data transfer.

You can also use our AI-enhanced ending pages to personalize the user experience further.

Customize your contract management dashboard

Whether you’re an agency, a legal firm, or a B2B service provider, this dashboard can become your central hub for contracts—fully branded, fully automated, and fully yours.

Easily set up your brand colors, logo, and name to customize your forms & contract management dashboard. Make sure to read our comprehensive portal customization guide. You can even customize your charts and their colors.

How to implement AI into your contracts management workflow

Formaloo’s built-in AI takes your workflows to the next level. With Formaloo AI, you can:

• Instantly analyze which contract types are requested most frequently.
• Identify bottlenecks in your approval flow by analyzing the feedback provided on a customized client survey.
• Automatically summarize client responses and recommend next steps.

You can even integrate contract data into auto-generated analytics dashboards for real-time insights—no spreadsheets required.

Want to get more advanced? Learn how to personalize your templates with optional riders, fields, and add-ons using this guide to contract riders.

Pro tips and common pitfalls

Now, to take your contracts management dashboard to the next level, make sure to go through these pro tips & avoid the common mistakes.

Pro tips:

• Use admin-only fields to track internal comments or review notes without showing them to your clients.
• Apply conditional logic on submission and response updates to keep your team notified at the right time, not all the time.
• Use email verification to make signed contracts legally compliant with a verified audit trail.

Common mistakes to avoid:

• Not enabling required email verification for legally sensitive documents that require users' e-signature.
• Forgetting to update contract status fields, which breaks automation triggers.
• Giving clients access to unfiltered tables—always use user filtering in portals which allows each user to only view their own data.
• Not testing workflows in portal view before sharing with clients.

Here’s what you can do next:

• Start from the template we built in the webinar
• Watch the full video walkthrough here
• Book a live demo if you want us to help you build your workflow
• Learn more about our enterprise plans or self-hosted deployment for larger teams

Why Formaloo?

Formaloo is more than just a form builder. It’s your AgencyOS—an all-in-one platform to run your business workflows, track approvals, manage portals, and make your operations smarter with AI.

We built Formaloo to help every business—big or small—access the same powerful tools as the enterprise giants, without needing a developer or a data team

Ready to ditch the spreadsheets and go pro with your contracts?‍Get started here, and as we always say in our community—happy Formaloo-ing! 🎉