Purpose-Built for GovCon: 8 Out-of-the-Box Contract Workflows
Unlike generic contract systems, R3 CM comes ready with workflows built specifically for federal contractors. These save weeks—or months—of costly and risky customization and already reflect the core processes, key actions, decisions, and interdepartmental handoffs typical in federal contracts.
Here are the eight core workflows included:
- New Contract Onboarding: Streamlines the process of onboarding a new contract across the functions of the organization. Captures approvals and details throughout the process.
- New Subcontract Process: Begins with automated subcontract creation and drives the process of review and approval.
- Modification Process: Streamlines review, approval, and recording of contract modifications, updating funding and scope records automatically after human approval.
- Deliverable Workflow: Drives the process of working on compliance deliverables with ad hoc workflows to engage people across the organization.
- Invoice Approval: Routes invoices for internal approval, verifies against funding and deliverable status, and tracks payment milestones.
- Ingest New Contract with AI: Human to AI workflow, where person hands newly awarded contract to AI who extracts information and does data entry to create new contract. Then, engages owner to do review and finishing of new contract.
- Action Item Workflow: Drives the process of working on action items through simple 3 step workflow, including ad hoc workflows to engage people across the organization.
- TA and NDA Requests: Streamlines requests for TAs and NDAs including auto-creation and records and back and forth between requestor, often BD, and contracts.
Configurable to Fit Your Business
Every workflow in R3 CM is fully configurable. Adjust approval chains, add or remove steps, set conditions based on contract type or thresholds, and define automation actions at each step to save time. Workflows and automation actions together align to your organizational structure and drive seamless cross-functional collaboration. You use the R3 Process Wizard, one of our built-in configuration wizards, to customize your workflows and to build new ones.
Stay in Control with My Contract Work
A typical GovCon organization has many workflows with many items in process across many business functions and people. To keep your team aligned and efficient, R3 CM includes the My Contract Work dashboard—a central workspace where each user can see all the workflows within contracts in which they are a participant.
From My Contract Work, users can:
- See everything currently “on their desk”—workflows at a step where their action is required, clearly marked with next steps.
- See items upstream and downstream — workflow items in process that they are involved in before landing on their desk or after they have done their work – no surprises.
- Get context in record view – with R3 workflows at any point the user can pop up the record view of the item and get full context – all data, documents, notes, activity, including workflow history
- Act immediately—approve, review, update, or escalate tasks directly from this page.
- Kick off new workflows—such as business development team members starting TA or NDA requests, compliance officers initiating action items, or contracts managers launching onboarding for a new award.
This feature ensures no one misses a step, and everyone can manage their workload with visibility and accountability.
Contract Workflows with AI as a Participant
One of the most empowering aspects of R3 CM is the ability to seamlessly integrate R3 AI into your workflows. R3 AI understands federal contracting and can participate like a human, handling repetitive or data-intensive steps. In the Ingest New Contract workflow, for example, a person kicks off a workflow that hands the new contract to R3 AI which extracts key data from award documents and does all of the data entry. Then, it is handed back to the requestor for them to do their review of the AI’s work and finishing work.
Combined with step-level automation actions, this human-AI collaboration keeps cross-organizational work moving quickly and accurately while minimizing people’s work.
Why It Matters: Driving Collaboration and Standardization with Speed
Having workflows designed for GovCon built into R3 CM gives your organization structure, consistency, and scalability. Teams no longer invent processes on the fly or rely on inconsistent methods. Every contract or subcontract follows a standardized, repeatable process—critical for compliance and audits. And because workflows and My Contract Work cut across silos, they keep contracts, finance, legal, program management, and compliance aligned and accountable.
And, with R3 AI available to participate in your workflows, you speed up your processes, reduce manual work, increase data accuracy and consistency, and audit readiness.
Summary: Contract Workflows That Work Across Teams
With R3 CM, you get more than just contract data storage. You get a system that actively moves your work forward, keeps everyone aligned, and helps you stay compliant—with less effort.
Out of the box, you’re up and running with eight proven, cross-functional workflows. From there, you can fine-tune and expand them, configuring step-by-step automation actions to save time and reduce errors. Users stay on top of their responsibilities with the My Contract Work dashboard, where they see everything waiting on them, understand what’s next, and can kick off new workflows. And thanks to R3 AI, you can hand off repetitive work to an intelligent assistant that gets it done quickly and accurately.
That’s how R3 CM helps you drive and streamline cross-organizational contract processes—automating routine tasks, reducing risk, and letting your team focus on what matters most.