Contract Lifecycle Management

Get immediate access and visibility to all your organization's contracts. Configurable dashboards, charts, reports, saved views provide repository information in flexible formats.

Find any contract or clause in an instant with full text search of contracts and attached files. OCR converts image files such as JPG or PDF into fully searchable text documents, while still retaining the original image.

Create unlimited templates for any contract or workflow process quickly and easily.

Create contracts instantly using standardized approved language with contract templates or dynamic clause libraries of fully customizable language for each agreement type.

Manage language across contracts by clause type, usage, priority, status, team, owner, contract templates or any other metadata.

Add and configure custom fields for specific clause library requirements quickly and easily.

Automate even the most complex approval routing process including a combination of sequential, parallel, and conditional approvals.

Manage workflows with outside parties through vendor/client portals using integrated email and SMS messaging.

Streamline contract reviews with automated redlining and version control. Built-in Adobe Sign and DocuSign integration gives you secure, legally enforceable e-signature capability.

Keep your data safe from bad actors with an application and hosting infrastructure validated by 3rd party security firm audits and government organizations. Guard against data breaches with configurable two factor authentication.

Protect your data from disaster with a doubly redundant infrastructure. In addition to redundant servers at the primary data center, it is replicated to slave servers over 500 miles away. And all servers use redundant SSD drives.

Comply with stringent privacy standards with precise access controls down to the specific fields within records.

Comply with regulatory requirements like Sarbanes-Oxley, GDPR and HIPAA while managing risk, with precise controls, and a complete audit trail for every contract.

Monitor and report on commercial health of contractual relationships including risk, regulatory compliance, SLA compliance and more.

Take advantage of robust compliance analytics out-of-the-box, or easily build reports to capture custom metrics.

Monitor contract obligations, and supplier performance against service level agreements.

Get customized reports and automatic alerts for budgets, spend and obligations management, expirations by department, status, vendor and other variables.

Use pre-built integrations to ERP systems or integrate through API and External System Adapter technology for seamless budgeting, spend analysis and vendor management.

Integrate with CRM systems like Salesforce to instantly generate sell-side documents like proposals, MSAs and sales agreements.

Manage and monitor complexpricing agreements, discounts, future commitments, SLAs, deliverables, expirations and compliance with licensing agreements to minimize revenue leakage.

Set up custom dashboards that track KPIs and issue alerts by department, individual, customer or any other variable.

Ensure the timely execution of key processes with automated alerts, escalations and assignments through integrated email and SMS messaging.

Measure KPI's and spot bottlenecks with comprehensive dashboards and reports.

Visualize and drill down into data with graphical charts and custom Excel reports and pivot tables.