Weagree’s end-to-end contracting: contract automation, contract lifecycle management and AI, from our start (in 2006) until the end of time:
Properly storing emails in Weagree will be made possible. All emails related to a contract will be saved in and directly accessible from its repository. Their details will be displayed like a regular email client would and emails will be indexed for full-text search. Read more
Weagree DMS
We will build a full suite of contract negotiation tools, which will include the ability to generate intermediate versions (with mark-up and conversion of communications in Weagree to comments in Word). Read more
Weagree's WYSIWYG editor has evolved over the years, but the time has come to transition to an entirely new one, with features essential for the current and future development of Weagree. Read more
Contract lifecycle management
Complementing the existing migration tooling for importing data, we will develop tooling specific for bulk file imports. There will be both a general-purpose page for uploading and assigning files and the option to directly import from SharePoint. Read more
Numerous improvements and additions are planned for Weagree's AI-tooling to make it even more powerful and greatly increase its versatility. Besides expanding the automated contract review's capabilities, copilot functionalities will be added. Read more
Weagree DMS
The 'Request support' panel will be transformed into a fully-featured general support panel. In addition to letting end-users submit requests to support staff, the upgraded panel will offer access to a variety of resources. Read more
Conditional fields (contract parameters) will be introduced to CLM contract sheets to make them more like questionnaires, with fields appearing or disappearing depending on the end-user's selections. Read more
Contract lifecycle management
The CLM UI will be improved by making it more closely resemble and operate like the contract creation questionnaire. Labels will be arranged above contract fields and the fields themselves can be hidden from certain users. Read more
The (default) signatories for e-signing will now be pulled directly from Weagree's entity management. E-signing authorisation can be granted to (or withheld from) individual managing directors, supervisory directors or representatives of any entity. Read more
Weagree DMS
To further improve on the customer's ability to ensure security, Weagree now supports e-signing identity verification by mobile phone. When enabled, e-signatories will receive a one-time verification code when they follow the link from the e-signing invitation. Read more
Managing e-signing processes in Weagree is now easier than ever before. A carbon-copy functionality has been added, as well as buttons for sending quick reminders and for cancelling e-signing requests. These activate the corresponding actions in the e-signing service being used. Read more
Contract automation
Transaction (project) management has been improved in two important ways. First, by integrating Weagree's search functionality within the project page itself. Secondly, by creating a general repository for all files related to the transaction. Read more
The personal dashboard and its customisable widgets are powerful tools for tracking your day-to-day business and getting to where you need to be within Weagree. To improve on that further, shortcut buttons have been added to the dashboard. Read more
AI-tooling
Automated markups now reflect risk assessments, so that it will be immediately obvious to the end-user whether the marked sections present any appreciable risk to your organisation. Read more
To boost end-user adoption and alignment with corporate styling, the look & feel settings (logo, colours and font) of the Weagree portal can now be saved as named themes. Read more
Admin
To boost end-user adoption and improve UX-flexibility, the look and feel settings now permit changing the portal's font. Besides the default font (Arial), there are ten industry-standard fonts to choose from. Read more
General CLM-search capabilities in Weagree have been enhanced with the addition of contract and file tagging. Administrators can define lists of tags, which end-users may then apply or use to in their search queries. Read more
Weagree DMS
A dedicated page has been added for portal-wide full-text file search. The complete contents of any document generated in or uploaded to Weagree are automatically read out and indexed using OCR. Fuzzy search is enabled. Read more
Reporting is now available for entities (and individuals) as well for contracts. Various search filters can be used to find them in your database and generate exportable reports. Read more
Entity management
Various entity management customisation options have been added. Administrators can now fully edit even more corporate housekeeping dropdowns and custom party fields have been introduced. Read more
ChatGPT's public launch in late 2022 set the new standard for AI. It very quickly became clear how Weagree could benefit from the quality and versatility of this LLM and the massive resources behind it. Therefore, we have now integrated ChatGPT into Weagree. Read more
Weagree DMS
It is now possible to send automated notifications of pending contract tasks. As the due date for completing a task approaches, Weagree will send an email to designated users. Read more
The existing support request functionality has been moved to a separate 'Request support' panel on the right side of the screen. More features will be added in 2024/2025. Read more
Contract lifecycle management
Recipients of CLM notifications sent by Weagree can be customised now. Accordingly, CLM notifications become more meaningful and actionable. Read more
Integrating Weagree with Salesforce has been made easier, as you can now synchronise Weagree lookup-tables with data available across Salesforce. Read more
Contract automation
Several collaborative contracting user interface improvements have been made to facilitate collaboration with colleagues and other stakeholders in a transaction. Read more
Even with the advanced SharePoint integration options in Weagree, errors may still occur when syncing files. The end-user may now be enabled to correct the SharePoint storage path, and move the contract files to the correct SharePoint site or folder. Read more
Contract automation
Transaction (project) access configuration has been made more flexible. Besides granting individual (guest) users access, a transaction can now be assigned to any number of user groups. Read more
Now that every transaction (project of linked contracts) has a project-dedicated transaction tasks Kanban, we have also introduced contract tasks Kanbans specifically dedicated to a particular contract entry. Read more
Entity management
Weagree's entity management org chart creator has been enhanced with numerous customisation options and the ability to save your configurations for future use. Read more
Upgrades to Weagree's already extensive integrated legal entity management, the upgrade matches legal entity management best practices! Read more
Contract automation
We have created a Tasks Kanban in transaction management, showing only the project-contracts-related tasks and transaction-related tasks on a project-dedicated Kanban. Read more
Storing contracts and related documents in an external repository demands control over their placement. Weagree's SharePoint integration now provides full control over the SharePoint site and folder structure for storage. Read more
Weagree DMS
We have developed a number of features to accelerate e-signing in large transactions with large numbers of documents (to be e-signed through integrated e-signing applications, but initiated and monitored in Weagree). Read more
On the reporting and analysis dashboard, users will be able to monitor contracts showing a map of the world. The interactive map highlights the countries where suppliers, customers and partners are located. Read more
Contract automation
By including non-automated contracts, you will accelerate the adoption of Weagree as your single in-house platform for all end-to-end contracting work. Read more
After implementing ISO 27001, 27017 and 27018, monitoring and reviewing the adequacy of the implementation and finally, undergoing audits, we received our ISO certifications in October 2022. Read more
AI-tooling
We are currently configuring our hosting to support a fully AI-trained model for commercial contracts. Weagree's AI-tooling will be equipped for 40+ provisions that include all common CLM parameters. Read more
The characteristics of any document in a CLM repository are no longer entirely static. Weagree users can now manually change any stored document's details such as its name, status, type and date. Read more
Weagree DMS
We are introducing email to CLM: the option for end-users to forward emails with any attached documents into our contract management. The email will be automatically matched to customer, end-user and contract. Read more
Managing large volumes or complex contract data has just become easy: Weagree has smartly automated data retention periods. For the various types of data, the applicable data retention period can be configured. Read more
Admin
With a dedicated recycle bin, data integrity is improved: users will have greater control over what is deleted from the Weagree Wizard and when. Read more
Overall contract automation and CLM security of the Weagree Wizard has been further improved (in the context of the ISO 27017 standard). Read more
Admin
The new Integrator access functionality gives admins greater control over the access rights of those who implement Weagree for a customer. Also, individual end-users can now submit support requests regarding their contracts. Read more
Licence management, keeping track of active user licences and managing user accounts and user profiles has been made easier with changes in Weagree's user management and a new widget. Read more
Contract automation
A counterparty's contract may contain clauses that you find useful for your own contracts. We have enabled Weagree users to easily borrow such clauses for their contract know-how ('clause stealing'). Read more
Our document automation has become more versatile with the option of landscape page-orientation. Parts of any contract (or the entire document) can be generated in landscape page-format. Read more
API integrations
Weagree's CLM API has been upgraded to enable our customers' admins to complete all integration work independently. It improves the flexibility to map all Weagree metadata onto data fields in other applications. Read more
Weagree is pursuing ISO 27001, 27017 and 27018 certifications. By the end of Q1, we will have implemented a fully fledged information security management system (ISMS). Read more
Admin
Automated GDPR anonymisation is our first step to enabling automatic GDPR compliance: after a customisable period of time, the user who drafted a contract will be removed from the contract entry. Read more
In addition to generating all-options documents from templates, admins are now able to generate 'almost-all-options' documents and further customise their contents and appearance. Read more
Weagree DMS
Newly added to Weagree is the contract tasks Kanban (a board where columns signify the status of a task - contract tasks to be created automatically), which updates in realtime. Read more
With the introduction of a contracts dashboard and more advanced contract analysis and contract reporting tooling, we are also introducing visualised CLM reporting dashboard widgets. Read more
Contract lifecycle management
Improved and more actionable CLM (contract lifecycle management). Several end-user actions have been made more accessible and actionable by creating dedicated buttons. Read more
The introduction of the 'Task and action centre' as well as the 'Dashboard' demand an upgraded UX interaction design, with a top navigation bar that reflects the user's primary activities in Weagree. Read more
Reporting and monitoring
Introducing intuitive tooling for contracts-reporting and contract-monitoring dashboards. Insight into contract deadlines, team members' busyness and transaction progress is gained through various visualisations. Read more
All notifications will generate a task. Users can also create tasks manually. All tasks will be collected on the new tasks and action centre. Read more
AI-tooling
Any risks in the contract received from the counterparty are automatically assessed and rated. The functionality is part of Weagree's AI-driven 'automated contract review'. Read more
AI-driven automated contract review of a third party's first-draft contract. The imported contract is analysed and converted into a Weagree-template fully automatically. Read more
Admin
Improved tooling for importing Word model contract templates. Various aspects, including assignment of clause levels and names and the creation of definitions and schedules and annexes, have been automated. Read more
In the realtime editor, (guest) users can be given the option to propose modifications to the contract text. Such changes are shown as tracked changes; the generated Word-document will also contain this 'redlining'. Read more
Admin
Template versioning enables the monitoring and continuation of contracts and contract data over time. It is safe and versatile, preserving older data while facilitating changes and planned rollouts. Read more
Weagree can import data from MS Dynamics and party-related data can be synchronised between the Weagree CLM and Microsoft Dynamics CRM. Read more
Contract automation
In large transactions consisting of subsets of linked contracts or closing documents, you can answer on a meta-project level how many sub-projects (i.e. sets of closing documents) are required. Read more
The new Salesforce API integration allows you to initiate a contract from within Salesforce, and push data to the questionnaire or retrieve data from Salesforce, and send contract data to Salesforce. Read more
Admin
We have added a low-level (ISO 27001-certified) data scanning service on all user-interaction that detects suspicious user behaviour and performs certain extra security checks. Read more
Advanced user management has been implemented, with role-based access rights and user-rights depending on the end-user's position within the organisation. It is fast, secure and highly flexible. Read more
Workflow
Approvers and submitters involved in a contract request can discuss the workflow approval alongside the Q&A. The workflow-linked communication feature strengthens internal controls. Read more
Admins can now generate an all-options contract version from a Weagree template. Users in testing mode can then create a compare/redline version against this all-options document. Read more
Entity management
Customers can import their existing (legacy) entity management data. Data in the imported database or spreadsheet can be mapped to Weagree entity management fields. Read more
Customers can import their existing (legacy) CLM, contract repository. CLM-fields in the imported database or spreadsheet can be mapped to Weagree CLM fields and related CLM-data values. Read more
API integrations
The DocuSign integration allows e-signing of all contracts and schedules to be initiated in the Weagree Wizard. Receipts and e-signed contracts are automatically handled by and stored in Weagree. Read more
Within the questionnaire, all stakeholders involved can discuss any of the contract parameters. Such communications takes place inside the contract questionnaire and will be stored with the contract. Read more
Contract automation
Providing template feedback or discussing contracts via the questionnaire has been made easier and can be done per question or paragraph. The new Communications panel facilitates discussing commentary. Read more
Weagree can automatically assign numbers to your contracts at one of several key contracting moments. The contract number's format is highly customisable and can be set ro restart every 1 January. Read more
Contract lifecycle management
Individual contracts may be marked as confidential, rendering them invisible and inaccessible to all other users unless they have been specifically granted access or given superior authorisation. Read more
Full entity management and corporate houskeeping: complete administration of board members, shareholders and subsidiaries, org chart, relevant documents and representatives. Read more
Contract automation
For large, complex transactions, the admin can now create templates. Such project templates consist of multiple linked contract templates. Project-level questions determine which templates are actually included for the transaction. Read more
Improved user-experience. The numbering and indentation of clauses as shown during the questionnaire in the realtime editor can be customised to match those of the applicable dotx-file. Read more
AI-tooling
Imported contracts will automatically be converted into text (OCR). In the imported contract, various types of data are recognised and tagged, fully automatically. Read more
If a contract generated by Weagree's contract creation provides for certain dates to be calculated, each such calculated date can also be automatically pushed into Weagree's CLM. Read more
Contract lifecycle management
Floating deadlines in the CLM will be adjusted automatically if either the referenced date or the related term changes. Any date shift will automatically apply to all connected CLM notifications, too. Read more
Modifications of CLM contract data are made visible for CLM users (who are authorised to see such logging data), improving compliance and auditability. Read more
API integrations
We have created a plugin for Evidos' e-signature solution. The entire e-signing flow can be initiated and monitored from within Weagree.
Party selection can be restricted to the party database designated in the template, either the 'own parties' or the 'other parties' database. Parties can also be kept outside the party database for confidentiality. Read more
Workflow
Approval workflows can now be fully tailored to suit the customer's risk management and internal controls. Workflows can be defined globally and applied to a template or Q&A-question, allowing for very fast, easy and flexible implementation. Read more
Weagree's contract lifecycle management can be configured to operate as a GDPR register, including reporting options. Read more
Contract automation
Optimisations of the end-user's questionnaire experience, to allow for more complex links between questions. Read more
It is now possible to initiate a contract from within SharePoint and send data to Weagree for the questionnaire. After completion, the contract and all data can be exported (back) to SharePoint. Read more
Contract lifecycle management
Encryption of all data and files, regardless of whether it relates to contract creation or contract repository.
In addition to automatically filling in basic details such as name and address, CRM data can now be used to fill in other variables of the contract or even include entire clauses. Read more
Contract lifecycle management
CLM-managed contracts may contain particularities unforeseen in the contract sheet. For that purpose, we have introduced clause library blocks that can be added to managed contracts or contract sheets. Read more
Improved visibility of CLM contract data.
Contract automation
Advanced options to search and monitor pending contracts, and create overviews or reports. Users can define a search filter and convert it into a button. Dates are saved as relative points in time. Read more
Advanced options to search Weagree's contract management data, and create overviews or reports. Users can define a search filter and convert it into a button. Dates are saved as relative points in time. Read more
Reporting and monitoring
Improved reporting capabilities, permitting a head of legal or general counsel to monitor the busyness of their team, individual workloads, and to generate (exportable) reports. Read more
Improved monitoring of pending transactions and collaborative contracting options (e.g. to become involved in a colleague's contract). This is subject to applicable access authorisations. Read more
API integrations
Weagree can interface with and send generated documents and metadata to Mendix.
Simplification for end-users of search and filter options, making it more intuitive to find the right contract quickly.
Contract lifecycle management
For each CLM contract, the user can indicate whether action is required and if so, how urgently. This is highlighted on the CLM overview page by a coloured status indicator. Read more
Improved user experience for accessing or picking up contracts of colleagues.
Contract automation
Added various optimisations for inserting and organising tables in contracts. Read more
Depending on authorisation, a user can manually decide when contract data is exported to an API-integrated external application.
Weagree DMS
Improvement of Weagree's DMS (for managing contract negotiation versions).
Simplification of managing e-mail notification texts sent by Weagree. Read more
Contract automation
An answered Q&A can be exported as an Excel spreadsheet, multiplied and edited in that spreadsheet and then uploaded again to instantaneously add a large number of new contract entries. Read more
Custom CRM fields (edit-fields, date pickers and country lists) can be added as party database fields and used freely in templates.
Entity management
Users can consult the public commercial register for company details, and Weagree imports the data (address, registration number etc.).
If a user enters a word to be used in multiple clauses, the Russian language declension module will apply the appropriate declension.
Contract automation
It is now possible to automatically calculate a date based on parameters entered by the user (e.g. effective date plus contract duration). Read more
The contract lifecycle management (CLM) permits date-fields to be used to create triggers for automatically sending e-mail notifications in relation to key contract deadlines and the expiration date. Read more
Contract lifecycle management
Encrypted storage of all contracts, schedules and transaction-related files. Option to archive transaction-related files (including negotiation versions). Read more
Compare two contract versions (i.e. create a tracked-changes or redlined document) from within Weagree with just a few clicks. Read more
Admin
The admin can create custom types of automated e-mail notifications, for the contract approval workflow and contract management deadlines. Read more
Weagree's CLM permits users to fully manage both internally and externally generated contracts. Contract sheets can differentiate between types of contract and required metadata. Read more
Contract lifecycle management
Customers can upload or define their own look & feel applying to all notifications sent by the Weagree Wizard.
After an initial draft document has been generated, further documents (of any type) can be uploaded to the contract's document repository to create a complete digital file. Read more
Contract lifecycle management
Existing logging of user interactions has been extended to encompass all user activity anywhere in Weagree, to facilitate fulfilling GDPR (or other privacy law) requirements. Read more
Weagree can export generated contracts for further tailoring and negotiation in SMASHDOCs.
Contract automation
The document generation engine has been replaced with an open-source solution. Generating any document is now substantially faster.
The WYSIWYG contract previewer ('underwater screen') has been upgraded, enabling authorised users to edit the contract text preview in realtime (during the questionnaire) and improving the overall user-experience. Read more
Admin
All colours and text markup in the Weagree Wizard can be customised to reflect your organisation's house style as closely as possible.
Clauses in the clause library can be assigned categories and keywords, making it easier for users to find the ones they need and for admins to organise them. Read more
Contract automation
Every end-user can invite a guest, either a colleague or someone from outside their own organisation (supplier, customer, partner or consultant), into a contract's questionnaire. Read more
With a single click, any overview of pending or approved contracts can be directly exported to Excel for monitoring or evaluation purposes.
Admin
Word-documents can be automatically imported to create the contract-creation template, automatically divided into building blocks and clauses, with the option to adjust paragraph styles during import. Read more
From within the questionnaire, end-users can give direct feedback on the contract template text or the Q&A-questions or answer options. Read more
Contract automation
End-users can export their contracts' Q&A (options and) answers to an Excel sheet for review or editing. Read more
In a template, admins can search-replace-all any text or phrase. The search-replace feature allows the admin to exclude particular occurrences of the searched text or phrase. Read more
Reporting and monitoring
It is now possible to search through all contract entries for certain historical data (or data ranges) and create contract data reports. Read more
Customers can use their own dotx-files (or dotm-files), i.e. Word-templates, so that their full house style is applied to any document generated in Weagree. This includes the ability to add extra custom paragraph styles. Read more
Contract automation
If one or more existing contract entries are part of a larger transaction, encompassing different documents, it is now possible to convert them into a new project (a collection of connected questionnaires or linked Q&As). Read more
Based on the answers given during questionnaires, end-users can create reports (and export such reports). The end-user has complete freedom in determining which contract data are to be reported on and exported. Read more
API integrations
Flexibility in syncing user groups and user-access rights upon single sign-on access (sync Weagree with ADFS or Azure)
Clickable hyperlinks can be inserted into the text of the contract.
Admin
With just one click, the administrator can instantly reassign all of a user's contracts to someone else. Read more
Automatic calculations based on values supplied by the user during the questionnaire. The calculations' results can be directly inserted into the contract text or reused for follow-up questions. Read more
Workflow
The default approver setting can be overridden on a template-by-template basis, by assigning another user as that template's approver.
Powerful contract know-how maintenance. Any local building block or contract clause in a template can now be immediately upgraded to global status, instantly adding it to the clause library. Read more
Contract automation
Questions can now be created that allow users to upload images during the questionnaire, inserting them into the contract where required. Read more
Transactions consisting of multiple contracts and documents can be linked together, so that (functionally) identical Q&A-questions will be triggered only once. It is possible to involve multiple persons in the project. Read more
Admin
Accelerator for template-insertion work. All Q&A-elements of a template can now be managed in one single dialogue box, making it possible to divide template insertion work between senior lawyers and juniors. Read more
Ordinarily, global questions are all listed on the first page of the questionnaire. Where a global question appears in the questionnaire can now be made context-dependent. Read more
Entity management
Entities in the party database designated as 'Own party' can be hidden from groups of users and may only be edited by users with higher authorisation levels. Read more
The new API integration allows you to initiate a contract from within Effects (Legisway), and push data to the questionnaire or retrieve data from Effacts / Legisway, and send contract data to Effacts / Legisway. Read more
Admin
Lookup lists, used for managing long lists of Q&A-options or insertable text, can now be imported within seconds from Excel sheets.
Added logging of SSO (single sign-on), high-level user activity and approval workflow activity. (Access to log files is restricted.) Read more
Contract automation
We have made it possible to create cross-references with all possible formatting optionalities as also offered in Word. Read more
End-users can be forced to answer specific Q&A-questions before they are allowed to generate a document. Read more
Contract automation
Per template, the admin may choose to aggregate all questions in all of a contract's annexes (or schedules or exhibits) on one page of the questionnaire, or split them 'annex-by-annex' into separate questionnaire pages. Read more
Administrators can embed Q&A-tags in questions, including their answer options. The answer to a previous (global) question can therefore be reused to make questions and answers more specific or relevant. Read more
Contract automation
All user-entered values can be automatically formatted, using region-specific separators (period or comma) for numbers larger than three figures and for decimals, as well as truncation of decimals. Read more
Questions (and answer options) in the questionnaire may be hidden from users with lower authorisation levels. The filtering permits delegation of contract creation to members of the organisation with less experience or expertise. Read more
Contract automation
The text of a contract may be partly or wholly arranged into two or more columns. The admin can determine exactly where a columns section should begin and end, and configure its precise layout. Read more
Users with a Lawyer licence can directly import parties and their details into Weagree in bulk via Excel sheets. During import, the parties can be assigned to one or more user groups. Read more
Admin
Different translations for all links, buttons and explanatory texts in the Weagree Wizard's interface may be uploaded and managed. Read more
Weagree now supports SAML 2.0 for single sign-on authentication, as well as other SSO options (LinkedIn, Azure, Outlook, ADFS).
API integrations
Data integration with SAP. Permitting all sorts of data exchange with SAP.
Complete in-application API and API-functionalities. Weagree's full API can push data to other applications, and pull data from external sources. The API is multi-targeted and multi-sourcing. Read more
API integrations
Weagree has a basic webservice for future API integrations, allowing it to safely interface and exchange data with external services.
Weagree supports SAML/LDAP for single sign-on authentication. Various settings are available to determine user authorisations for drafting contracts and generating documents. Read more
Admin
Large lists (tables) with multiple columns of related data can be inserted in Weagree for automatically generating long dropdown menus for questionnaires and the insertion of text into contracts. Read more
Depending on user authorisations, contract approvers may monitor the contracts assigned to - and collaborate with - their fellow approvers.
Contract automation
Templates shown on the 'New contract' page are filtered on the basis of user groups and user-authorisation level. Next to any template may appear an information icon and a downloadable PDF that offer guidance to the user. Read more
During the questionnaire, authorised users can insert clauses from the clause library into any individual contract. Questions, definitions and schedules (annexes) triggered by such clauses will be added to the contract and questionnaire. Read more
Contract automation
The entire Weagree user interface has been renewed, making it 'responsive' to tablets and smartphones. It will be automatically resized and rearranged depending on the device (or resolution). Read more
Contract house styles are separate modules, organised and maintained centrally, and used for generating contracts with a consistent look. They address the layout of cover pages, contract headers and footers, ToC styles and other document generation settings. Read more
Workflow
Contract entries or individual end-users can be subjected to approval. In such cases, no document can be generated until approval has been granted. Read more
Option to insert and tailor tables in contracts, picking up the look & feel defined by the customer.
Workflow
Weagree can now send automated e-mail notifications, including from the customer's e-mail domain. Read more
Users may be restricted to generating contracts in PDF-format only, rather than in Word-format, to prevent alterations outside Weagree.
Entity management
The list of entity types (which may be freely edited) in the party database can be expanded with custom entity types and translations.
Boilerplate clauses can be freely added to Weagree's clause library, so that they may be (re)used in any number of templates at once. Read more
Admin
All across the Weagree Wizard, access to content and visibility of features are made dependent on a contracts-oriented and contracting-organisation-centered structure through user groups, authorisation levels and access rights. Read more
Entities - both legal entities and individuals - and their basic details can be stored in Weagree's party database and then easily added to a contract. Read more
Contract automation
In the course of 2007, we had a functioning prototype (MVP) ready. This was immediately followed by the development of seven required key functionalities. Read more
We began defining the minimum viable product specifications of Weagree's contract assembly software on 28 March 2006.