Conga Product Documentation

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Persona-Based Use Cases

These use cases represent real-world personas and how they use Discovery Agent review workflows in their daily contract lifecycle management.

Discovery Agent supports three review workflows to match different risk profiles and business needs:

  • Level 0 (No Review): Extractions automatically saved to CLM Agreement object

  • Level 1 (Review & Complete): Single reviewer validates and saves extractions

  • Level 2 (Review & Approve): Reviewer validates, approver confirms before saving