Contract & Document Management

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Contract Management

• Digital Transformation Platform

  Setup your own user-defined templates
  Create error-free documents

  Match and search on specific clauses, terms, Leverage an extensive library of standard legal contracts

   

   

  Unlocking Document Intelligence

   

   

  Problem: Important information is locked inside contracts and documents. Example: Let’s says your Risk Manager wants to know how of the 400 contracts signed with customers have ‘Disclosure days’ less than 15 days. It could take many hours, days to analyse and process the information.

  New approach: Unlock the Intelligence

  Using metadata and one simple query, we have this information ready in minutes! Further, there is increased productivity and accuracy!

User-Defined Templates

Problem: Most users do not start creating a document from scratch. They start with an existing document and customize/edit it to build the next document. This is prone to errors.

New approach: User-Defined Templates
We can increase productivity and reduce errors by having templates.

Once trained, the template is used for creating new documents, contracts, brochures, and going forward, the system recognizes any document uploaded that matches the template

01 Problem: Reporting-Search Files—Two Clicks Away!

Searching directories for documents and files based on filenames and directory names is frustrating. Employees spend between 5 to 9 hours weekly. That’s unproductive especially when you still cannot find the correct revision you needed!.

New approach: Metadata based search
Your search results are two clicks away! Intelligent metadata-based search can help you find documents easily. Navigable UI, easy to learn and use!

02 Problem: Secure Digital vault – Audit All Activity! 

Worried about who is accessing your files, who is downloading, where are they getting emailed? Audits require quick access to the document history for any actions to be taken

New approach: Track Document History
Log of every action that is performed on a file/document in the system. Audit actions include Create/Upload, View, Download, Edit Metadata, Send Email, Send for Signature. History is easily retrievable, deters unwarranted use and distribution. Secure Digital Vault for high value document storage.

03 Problem: Easy Upload, Matching, Auto Extract

How do you get your existing documents in the system? It could take many hours, days to analyse and upload the information and enter metadata. Entering data manually is a pain!

New approach: Automated Uploads and Extraction
Uploads are a breeze; system automatically scans and extracts the intelligent metadata. Takes minutes to upload your old documents that match your trained templates. We offer onboarding help! Increase productivity and accuracy! Bulk Upload features available that can make entering metadata easy.