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

Microsoft Word Plug In

  • Create and manage documents quickly with an approved content library
  • Easily create documents with pre-built templates within Word
  • Compare versions of the same document side by side in seconds
  • AI metadata tools to ensure accuracy of data extraction
  • Track all changes made to a policy with audit trails.

Microsoft Outlook Plugin

  • Streamline the policy management process by integrating with Microsoft Outlook®
  • Manage incoming attachments from third party and track outgoing emails.
  • Upload signed contracts quickly and without manual effort.
  • Send contracts to other parties for signing directly from Outlook.
  • Approve policies right from Outlook

Microsoft Teams - AI Bot

  • Seamless integration of policy management into Microsoft Teams
  • Search and locate contracts easily and quickly.
  • Receive alerts and notifications when policies are ready for approval or changes are made.
  • Approve policies directly from within Teams.
  • Use Teams as the primary communication tool to speed up contract workflow.

AI Tools

  • Quickly and securely migrate policy documents from other platforms.
  • Easily import and upload documents in a variety of formats, including Microsoft Word, Excel, PowerPoint, etc.
  • Utilize AI migration tools to easily extract data from contracts.
  • Automatically store uploaded and migrated documents into designated folders.
  • All documents are automatically indexed and tagged for easy retrieval.

Are you ready to learn more?

Talk to our policy management experts today!