One pipeline. Every team sees the same picture.
Security, legal, procurement, finance and business owners all work from the same contract, so nobody has to ask where it stands.
Stop being the last to know why a deal is stuck
As the process owner, you're the one everyone expects to have an answer for “where's this deal?” — but today that answer means chasing Engineering, the Business Owner, Finance, Legal, and Security across five different threads, not looking at one screen.
- Every review track — Engineering, Business Owner, Finance, Legal, Security — visible on one contract, so you always know who's actually holding it up, not just where the document is
- Contracts stuck in a stage for 14+ days flagged automatically, so a bottleneck surfaces before someone has to chase you for an update
- Automation rules can ping Slack or move a contract forward on their own, so you're not the one manually nudging every handoff
- Every deadline surfaced automatically and sorted by urgency, with a single Timeline across every contract — upcoming and history
- Obligations — the deliverables a contract promises — tracked separately from renewal dates, with personal email/push reminders and a calendar feed for every deadline
You asked for this vendor — you shouldn't have to chase its status
You're the one who actually needs the tool. Once the request is submitted, though, it disappears into review — and whether it's stuck on a question from Legal, waiting on something only you can answer, or just sitting in a queue, you usually find out by asking around, not by looking.
- Upload the contract and answer a short review form — AI pre-fills the vendor, dates, and terms, so you're confirming details, not typing one from scratch
- Engineering and the Business Owner are their own tracked review steps — if a contract is waiting on your input specifically, that shows up as your status, not buried in someone else's queue
- A “My tasks” view on your own home page shows exactly which contracts are waiting on you, sorted by urgency
- Notified when something on your request changes — a stage move, a question, a decision — instead of finding out by asking around
- Regular business reviews with the vendor you rely on — scores, open issues and a joint action plan with owners on both sides — so problems get raised and followed up, not just complained about
Give redlines a home that isn't an email thread
Redline rounds, outside-counsel handoffs, and comment resolution get tracked in inboxes and shared drives — with no single record of where a contract actually stands legally.
- A dedicated Legal review track, tracked separately from the overall stage
- Extra status steps for outside-counsel handoff — Send to OC, With OC for Review, Review OC Feedback
- AI reads the contract text on demand and flags risky clauses — uncapped liability, silent auto-renewal, one-sided indemnification — with the exact excerpt, not just a generic warning, and reads its AI terms: whether the vendor must disclose AI use and whether it may train on your data
- Suggested AI clauses (disclosure, no training on your data, incident notice, human oversight and information rights) ready to add to your clause library
- Every document version kept with a word-level diff between any two, so there's no guessing which redline is current
Make security review impossible to skip for a new platform vendor or AI agent
Onboarding a new tech platform, data vendor, or AI agent means checking a DPA, a SOC 2 report, sub-processors, and data residency — and today, whether that actually happens depends on someone remembering to loop in security, especially for smaller deals (or a quietly adopted agent) that don't feel “risky” until they are. A policy is only as good as its enforcement.
- New-vendor and uses-AI flags trigger the right gates automatically — and they're hard stops, not reminders: a contract can't reach signature with an open Vendor Risk Assessment, privacy/AI diligence, or Security review
- Every vendor's AI use on record: what the AI does, whether it learns from your data and whether the contract requires disclosure, with an AI risk tier, a ten-question AI questionnaire the vendor answers through a secure link, and yearly re-attestation
- A dedicated Security review track covering DPA, SOC 2, sub-processors, and data residency — the exact terms Privacy and Data Governance need, tracked on the same record instead of a separate ask. Each vendor's DPA status, data categories, data location and transfer safeguard are kept on its page, and gaps show red on Trust status
- Certifications and insurance (COI, SOC 2, ISO 27001, ISO 42001, CSA STAR for AI, W-9) tracked with expiry alerts across the whole vendor portfolio, not vendor by vendor
- A formal approval for every vendor — approved, approved with conditions, rejected or revoked, with who and when — checked against your own privacy, AI and security policies, and summed up on Trust status as a register you can download for an audit
See commercial terms before they surprise you
Finance often only sees a contract at signature time — after pricing, payment terms, and auto-renewal clauses are already locked in.
- A Finance review track, only triggered when a contract requires it
- Finance terms tracked separately from the finance-required yes/no gate
- Auto-renew and out-period fields surfaced on every contract
- An XLT approval flag on deals that cross a spend or risk threshold, so budget approvers and executives see exactly which contracts need their sign-off, not all of them
- Days-in-routing tracked, so slow approvals are visible, not anecdotal
Not sure which view fits your team? See the full platform
Give every team the view they've been missing
Every review track included from day one — pick a plan and route your first contract today.