Everything you need
Powerful contract management
From drafting to execution, manage every stage of your contract lifecycle with a comprehensive suite of tools.
Document Authoring
Rich Text Editor
Full-featured editor with tables, formatting, and inline styles for professional documents.
Reusable Templates
Create and manage document templates with placeholder variables for rapid contract generation.
Clause Library
Maintain a library of pre-approved clauses to ensure consistency across all documents.
Document Wizard
Guided step-by-step workflow to assemble contracts from templates, clauses, and custom content.
Approval & Workflow
Multi-Step Approvals
Configure approval chains with sequential or parallel review steps tailored to each document type.
Status Tracking
Track documents through Draft, In Review, Approved, Sent, Signed, and Executed stages.
Redline & Negotiation
Track proposed changes with accept/reject workflows for transparent contract negotiation.
Document Sharing
Share documents externally via secure links with optional expiration and access controls.
Version Control & Audit
Full Version History
Every edit creates a version. Compare any two versions side-by-side with visual diffs.
One-Click Rollback
Instantly restore any previous version while preserving the complete change history.
Audit Logging
Track every action with detailed audit trails including who, what, when, and from where.
Document-Level Permissions
Granular access control with View, Comment, Edit, Approve, and Admin permission levels.
Client & Counterparty Management
Client Directory
Maintain a centralized directory of clients with contacts, addresses, and contract history.
Contact Management
Track multiple contacts per client with roles, email addresses, and communication preferences.
Client Portal
Give clients secure access to view, review, and sign their contracts through a branded portal.
Send to Client
Deliver approved documents directly to clients for review and signature with one click.
Output & Delivery
PDF Generation
Generate professional PDFs with custom cover pages, headers, footers, and page numbering.
Cover Page Templates
Design branded cover pages with customizable layouts, logos, and dynamic document fields.
Document Preview
Preview exactly how your document will look before generating the final output.
Document Duplication
Clone existing documents with all content and metadata to quickly create similar contracts.
Reporting & Analytics
Dashboard Overview
At-a-glance view of active contracts, pending approvals, upcoming expirations, and total value.
Custom Reports
Build and schedule reports on contract status, value, client activity, and team performance.
Expiration Alerts
Automated reminders before contracts expire so you never miss a renewal deadline.
Full-Text Search
Search across all documents by title, content, client, status, or any metadata field.
Integrations & Security
Webhooks
Connect to time tracking, invoicing, and other systems with HMAC-signed webhook events.
SSO / OIDC
Enterprise single sign-on via OpenID Connect with any compatible identity provider.
Two-Factor Auth
Secure accounts with TOTP-based two-factor authentication and backup codes.
Multi-Tenancy
Complete data isolation between organizations with role-based access control at every level.