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Automate & Simplify Contract Lifecycle Management on Microsoft 365 SharePoint

Efficiently Manage the Contract Lifecycle on Microsoft 365 SharePoint

Microsoft Contract Lifecycle Management Platform 

  • Manage the entire contract lifecycle with an intuitive, enterprise contract lifecycle management software built on Microsoft 365 SharePoint.
  • Enhance contract workflow automation with a scalable CLM platform that streamlines contract request, authoring, negotiation, approval, and renewal processes.
  • Automate contract request management by capturing request details, prioritizing contracts, and seamlessly routing contracts for approval.
  • Optimize contract creation with robust contract management software that enables legal and procurement teams to collaborate efficiently.
  • Ensure compliance and consistency with advanced contract authoring tools and a built-in clause library for standardized contract templates.
  • Accelerate approvals with custom workflows, ensuring the right stakeholders are involved at the right time for review and finalization.
  • Streamline negotiations with third parties by using our integrated tools for the contract negotiation process.
  • Streamline contract negotiations with integrated third-party collaboration tools for contract redlining and version control.

Trusted by customers across industries for their contract management best practices.

 

contract management software

Contract Request Management 

  • Create custom contract request forms to match the specific needs of each request type.
  • Use pre-defined document templates for common requests to save time and effort.
  • Connect to CRM systems to automatically populate customer data.
  • Route requests for approval based on contract value or department.
  • Provide real-time status dashboards for requestors so they can track progress on their requests in one place
 
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enterprise contract management software

Contract Authoring and Review

  • Use Microsoft Word Online and the ConvergePoint Word AddIn to quickly and accurately author contracts.
  • Enable review and approval workflows tailored to specific contracts and teams.
  • Send notifications via email when approvals are required or progress is made.
  • Send contracts out for negotiation with the click of a button.
  • Send contracts directly from the platform to easily secure signatures.
contract management platform

Contract Collaboration With Custom Workflows

  • Define custom workflow rules to assign reviewers and approvers based on the contract type.
  • Set up criteria for each contract type (e.g. value, department) to determine who needs to review and approve the contract.
  • Track progress in real-time with a dashboard that allows you to monitor the entire process from start to finish.
  • Automatically send out notifications when contracts require review or approval.
  • The contract management system allows you to go through multiple reviews and negotiations before being approved with our multi-tiered approval system
  • Give designated users access to contract documents, metadata, discussion boards, comments, and version history.
automated contract management software

Contract Dashboards, Search and Reporting

  • Monitor the progress of contracts with an interactive dashboard that provides an overview of their status.
  • Identify potential bottlenecks in the process to ensure efficient contract execution.
  • Quickly locate contracts using targeted searches against contract properties
  • Receive real-time ad hoc reports to stay up to date on all relevant data regarding a particular contract.

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Industries served

Education Contract Management Software

Education

Manage employee and teacher contracts, sponsorship deals, city and state regulations, and partnerships.

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Insurance Contract Management Software

Insurance and Employee Benefits

Create and manage employee contracts, improve organizational transparency, reduce risk factors, and mitigate lawsuits.

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Healthcare Contract Management Software

Healthcare

Comply with HIPAA, HITECH, ICD 9, ICD 10, and FDR CFR regulations for contract management, and handle active directory contracts for your organization.

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Finance Contract Management Software

Financial Services and Banking

Comply with SEC, FDIC, FINRA, OCC, CFTC, and Federal Reserve regulations on contracts, handle employee contracts, and partnership deals.

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Manufacturing Contract Management Software

Manufacturing and Retail Industry

Manage supplier and vendor contracts, employee and staff contracts, distribution contracts, and facility leasing and ownership contracts.

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Energy Contract Management Software

Energy and Utilities

Abide by local, regional, state and federal regulations, manage contractor information, develop third-party outsourced contracts, and handle facility agreements.

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Transportation Contract Management Software

Transportation

Comply with FAA, DOT, FMCSA, FRA and FTA regulations for contracts, outline contracts for drivers and vendors, and reduce potential risks.

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Are you ready to learn more?

Talk to our contract management experts today!

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