Central Contract Repository
Digital, secure, and dynamic cloud-based contract repository
Automatic OCR & search indexing of all documents
Full-text search of records and document content
Ease-of-Use & Configurability
Modern, intuitive interface
Available on all modern browsers & devices
Simple “no-code” configuration and drag & drop support of contract types, data fields, etc.
Drag & drop data import & migration
Security & Privacy
Hosted on Microsoft Azure – trusted, reliable, and secure
Data encrypted at rest & in transit
Role-based and feature-based security & permissions
Multi-factor authentication (MFA)
Single sign-on (SSO)
SOC 2 Type II
HIPAA Compliance
FISMA Compliance
Contract Obligation & Commitment Management
Automated email and in-system alerts & notifications
Addendum, amendment, and termination management
Contract line item tracking
Reporting, Auditing & Visibility
Standard and user-defined real-time reports
Configurable “Metrics Manager” and graphical dashboards to visualize and track KPIs
Contract stage & status tracking with progress bars
Complete audit trail and document version control
Contract Workflow
Visual, drag-and-drop workflow builder
Automated compliance with business rules
Contract Request, Authoring & Negotiation
Collaboration Room with real-time messages, edits, comments, and more
Contract request & submissions forms
Contract document creation, sequencing, formatting, and styling
Digital clause and template libraries
Alternative contract language options
Redlining (track changes) & approvals
E-signature support for contract execution
Document compare / auto-compare
Integrations
REST API with out-of-the-box support for common application integration as well as customizable to specific business needs.
E-Signature integration with Adobe Sign, DocuSign & Sertifi
SSO integration with Azure Active Directory, ADFS, Okta, DUO, & Ping Identity
Customer Success & Support
Customer onboarding included with extensive library of video and how-to resources
Every customer assigned an experienced Customer Success Manager
End-user and system administration training
U.S.-based phone and email support