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Inefficiencies in contracting processes and inadequate contracts brake your business, especially if multiple stakeholders are involved. Business transactions and relationships are easiest managed in an end-to-end contract management solution. It means that we automate all contracts and contracting-related work as much as possible.
Watch our walk-through of Weagree’s integrated end-to-end contract management:
Weagree is a contracting wizard, packed with functionalities that accelerate your contract cycle (follow our roadmap). When you start cycling, take the right gear and the right features.
End-to-end contract management means fully integrated, hundreds of functionalities:
– automated contract creation
| Contract automation (questionnaire-based contract creation) | A user-friendly questionnaire that can be accessed via smartphones or tablets (responsive, swipe through), with the possibility to filter Q&A questions based on user authorisation level. Created contracts (Word or PDF) can be simple or complex and, in addition to all common Q&A options, process lookup-table-data, perform automated calculations on user-input, format numbers, user-input-validation, calculate dates and deadlines (we recorded a short demo video of calculating dates and deadlines in construction contracts). |
| Realtime viewer | Check your contract as you answer the questionnaire in a WYSIWYG viewer. The real-time WYSIWYG screen can be separated from the browser (e.g. viewed on a second monitor). |
| Guest access invite | Invite guests to your questionnaire to help answer your Q&A (included in the licence) |
| Q&A user feedback feature | End-users can provide feedback on Q&A formulations, contract text, typos and incomprehensive provisions – all in a user-friendly manner. And the admins can adopt proposed changes with just two clicks (and discuss them with the commenting user). Template maintenance has never been as easy. |
| CRM-plugin (integrating external CRM) | In-questionnaire access to Weagree’s party database, including API-powered sourcing from integrated external CRMs or legal entity sources. Entity management is fully integrated with all end-to-end contracting stages. |
| Confidential contracts | Possibility to mark a contract entry as ‘confidential’ (making it invisible and inaccessible for unauthorised colleagues) |
| E-signing plugin | You can orchestrate the entire e-signing process from within Weagree: initiate, monitor and check the actions of each e-signatory (‘opened’, ‘downloaded’, ‘read’, ‘e-signed’). All e-signature providers are supported: DocuSign, Evidos, etc. |
| SharePoint, ERP and DMS integrations | Full automated data and files sync, import or export integrations with SharePoint (or other DMS), Salesforce, Dynamics and many other applications. Feel Weagree, file elsewhere. |
| Realtime editor (WYSIWYG underwater screen) | The user can not only view their contract in real-time but also edit it while answering questions. |
| Clause library integrated (standalone + within Q&A) |
Clause library: One-click uploading (clause borrowing). |
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Large transaction management (projects with clustered contracts and collaboration among end-users) |
Manage large transactions with contracts in multi-document transactions (and reuse the answers given in one Q&A for creating the related contracts and documents). Bulk e-signing management integrated. End-users from different user groups participating in the transaction can see the existence of templates to which they do not have access rights, but not modify the Q&A answers if they are not entitled. |
| Model contracts access | Direct access to model contracts and samples outside the Weagree Wizard (e.g. intranet). |
| Q&A export | Create an export in one click: (a) of an answered Q&A for review by the supervisor; (b) of the full Q&A of a template (for template maintenance, optimising Q&A formulations or Q&A options). |
| Q&A import (upload a re-answered questionnaire) | Sometimes it is easier to just export the answered Q&A, multiply and modify it in bulk, and upload the set of Q&A answers so created. |
| Batch contract creation | Create large volumes of contracts based on imported Q&A spreadsheets. The multiplication of contract entries can be achieved by multiplying them in the spreadsheet. Useful in case of relatively straightforward documentation such as creating and managing intra-company agreements or closing documentation. |
| Business intelligence (BI) insight in contracts | How did we answer any (first-draft) Q&A questions? Full reports with the history of Q&A answers by yourself or your colleagues can be generated with a few clicks. |
| API and servicing of contract data and files |
Advanced integration options with external IT applications: Contracts can be initiated from external applications (deep-linked or in popups). |
| All-options documents |
Weagree can create ‘all-options model contracts’ showing all Q&A-options inline in a single Word-document. Such options can be between [square brackets] and be identified by their Q&A-answer in superscript. For large contract templates, it is possible to create multiple ‘almost-all-options’ documents: separated for one or more selected Q&A-questions, on the basis of which, for each Q&A-answer, a Word-document is generated (selecting two Q&A-questions, one with 2 and one with 3 Q&A-answers, will result in 2×3 (six) almost-all-option-documents). |
| Template testing | Template implementation and maintenance are configured in such a way that senior legal counsel can review and modify Q&A formulations in tooling separate from admin tooling. Generated all-options documents (see above) are made available for testing (redlines). |
| General, contract lifecycle management (CLM) | Manage your signed contracts: Signed contracts can be managed for the data specific to the type of contract. Flexibility to define several sets of contract data per type of contract. Chinese Walls: access to contracts based on user roles, user profiles and user groups. Available as a fully integrated solution with contract automation or as standalone solution (as read-only or read-and-write). Weagree’s CLM can also be used as an integration step-up from contract automation towards an external ERP (for ease of managing, and updating the contract data before metadata export). |
| Contracts repository (incl. transaction-related files) | Weagree’s central repository for storing signed contracts, as well as all related schedules, contracts and other files. Access to files with a single click. Includes the option to archive non-current or older versions. |
| GDPR register | Weagree enables you to operate GDPR compliant. Weagree’s CLM can be configured to operate as a GDPR register, including reporting options. CLM-managed contracts can be configured to be deleted after the retention period (on a per-contract basis, retention periods can be adjusted). It preserves data integrity and allows you to reinforce both your own data classification policy and data access rights restrictions. |
| CLM contracts status overview | One-click overview, reporting and monitoring functionality. Can relate to monitoring or reporting both on individual users and on specific contracts. Great user-flexibility. |
| CLM notifications | Automated e-mail alerts for any contract deadline. It can be preconfigured by the admin (avoid adverse consequences for lazy or careless end-users), as well as configured by the contract owners (finetune notifications based on contract particularities). |
| Advanced contract deadline alerts | Advanced options for calculating contract deadlines, milestones and relevant contract dates, including interdependent on other deadlines or have a variable leadtime, follow-up period or preparation time. |
| Projects/clustering of managed contracts | Manage clusters of contracts (contracts that are related to one another, incl. amendments, supplements and statements of work). Neither of the project-related contracts must originate from Weagree’s contract automation. |
| Monitoring contracts | Export of overviews and reports. Flexible, end-user-configurable. |
| Contract import | Possibility to import non-Weagree originating contracts for management in Weagree CLM. |
| Contract numbers | Weagree can assign contract numbers to your contracts. The contract number can be composed of elements such as year or date indicators. |
| Confidentiality-related access rights | Possibility to mark a contract entry as ‘confidential‘ (making it invisible and inaccessible for unauthorised colleagues). |
– transaction management, negotiation, versioning, e-signing etc.
| Transactions/document management | Not only create your contracts but also collect the documents and files related to that contract. Upload non-Weagree originating contracts into Weagree to simplify the organisation of your pending transactions. One page for all your pending transactions. |
| Upload contract versions, schedules, SOW’s and other contract-related files | Most contracts are negotiated in successive contract versions. All can be stored and organised together (convenient drag-and-drop). One-click access. |
| E-mail attachments into Weagree | Users can e-mail (forward) contracts and negotiation versions to Weagree for managing and storing them alongside the other transaction-related files. E-mailing attached files can also be used for creating a contract entry in Weagree. |
| Compare documents | With two clicks, you can create a compare (‘redline’) between two versions of a contract showing the tracked changes. And store the compare document in the contract file. |
| Collaborative contract creation | If authorised, a user can keep track of their colleagues’ contracts (and step in during their holidays or in case of illness). Also reassigning a contract or a ‘contract handover’ to the business delivery team are easy. |
| SharePoint/iManage (DMS plugin) | If storage is better organised in another DMS (document management system), Weagree can be integrated. The user experiences this as their Weagree Wizard environment, while in fact, all contract files are on SharePoint, iManage or the like. |
| E-signing (plugin) | E-signature solutions can be plugged into the Weagree Wizard, allowing users to initiate and monitor e-signing progress from within Weagree. The e-signed contract is automatically returned to the correct contract entry. Plugins for many e-signing solutions are available. Implementation takes a few minutes only. |
| Contract import (from the New contract page) | Contracts that are not originated within the Weagree Wizard (e.g. contracts drafted by the counterparty, or those simply not automated) can be uploaded and organised (incl. schedules, and contract-related files). |
– fully integrated with contract automation, entity management and CLM
| Tasks Kanban | Weagree has a fully integrated contract tasks Kanban. Many tasks are triggered fully automatically: upon starting a contract (task: finish questionnaire), upon generating a contract (task: follow-up on first draft), upon submitting for approval (tasks: request for approval, follow-up on approval or rejection), upon starting e-signing (task: chase the e-signatory to e-sign), upon e-signing (task: register in CLM), and for each CLM-contract deadline, etc. Also entity management triggers tasks automatically. Users can of course also create manual tasks, including during the questionnaire (asking colleagues for input or review). This allows users to pin an ‘idea’ (task to self) on the Backlog of Weagree’s Kanban board. The Kanban view can be switched to table view (showing the same details, not on Kanban cards but in a table view with for each task a row). |
| Automated triggers and automated completion | Since in many cases, Weagree ‘knows’ that a task is completed, it will automatically mark such task ‘completed’. For example, a task Finish questionnaire is (presumably) completed upon generating a first-draft contract. |
| Recurring tasks | As users can create tasks manually, they can configure them to recur upon completion. The recurrence frequency (and ending) can be defined as well. |
| Task statuses customisable | Weagree’s tasks Kanban is designed by lawyers for lawyers. Therefore, by default it distinguishes a task status ‘Unscheduled (on hold)‘ from the well-know Backlog status and it distinguishing what needs to be done in the next two or three weeks (status In progress) from what requires attention this week (status Do now). |
| Collaborative contract tasks | Depending on the configuration of rights, users can see each other’s Kanban boards (and hence monitor a team’s busyness). |
| Contract-level and Project-level tasks | In addition to the user’s portal-spanning Kanban board, every individual (contract-creation and CLM-managed) contract entry contains a contract-dedicated Kanban, showing all tasks in connection with such contract. This also applies to tasks in the context of a project (where multiple, linked contracts are being managed). |
– including internal deliberations and historical logging in auditable trails
| Basic approval workflows (user-based or template-based) | Contract entries or individual end-users can be subjected to approval. The workflow functionality is included in the licence fees (approvers free of charge). |
| Right to approve (access to workflow tab) | |
| Differentiated approval workflows | Approval workflows can operate parallel (two or more approver tracks), sequential (seniors only involved after others approved beforehand), and Q&A-driven (approval workflows only triggered depending on the Q&A answer given). |
| Approval discussions (per contract entry) | Contract requestor and approvers can discuss a contract request: ask questions, explain rejection, and give conditions for approval. Linked with e-mail communication. Communications are stored with the contract entry. |
| Collegial approval (for colleagues) | Option to approve for colleagues (e.g. holidays, illness) |
| Configuration of approval flows | Easy and intuitive configuration of approval workflows |
– leadership insight and contract monitoring
| Pending contracts and transactions | As general counsel, head of legal, manager of legal operations or partner or senior counsel, you want to have a quick insight into what team members, colleagues or business departments are working on. Contracts should not remain unsigned, and business opportunities should not inadvertently be lost. One-click overviews, therefore! You can configure the search and filter options intuitively and easily. |
| Usage monitoring and reporting (who is doing what?) | The reporting tooling allows (authorised) end-users (a) to see who is working on which (pre-signing) contracts, and (b) for whom which (or how many) contracts will expire or bring deadlines in a certain, presumably future period (after-signing). |
| Monitoring and reporting on CLM-managed contracts | The reporting tooling enables (authorised) users to monitor which signed contracts will expire, have an upcoming deadline, and require reconsideration of renewal, both for their own managed contracts and those of their colleagues within the same user groups. In addition, (authorised) users can monitor their CLM contracts for any contract metadata: value+expiry, value+first delivery, exclusivity arrangements, territorial scope, termination rights, transferability, licence scope, IP entitlements etc. |
– corporate housekeeping and legal entity-level insights
| Legal entity management introduced | The Weagree Wizard has a fully integrated party database, and an internal CRM, with entity management and corporate housekeeping. This is included in the licence (no extra charges) but can be switched off. |
| Party database (own parties) + ‘who may sign?’ | Basic party details are collected in a central party database (one database for ‘own parties’ and one for ‘other parties’). Either can be integrated via API with external applications. The legal entities can be assigned to user groups, to manage their availability per type of contract or their accessibility per group of end-users. The overview also contains the details of all board members, as well as (if applicable) the legal entities in which that party itself is a board member. |
| Party database (other parties) | The entity management tooling is available in respect of ‘other parties’ as well. Procurement can monitor the creditworthiness and compliance of suppliers and partners by using Weagree’s entity management. |
| Party database configuration & batch upload of CRM | Admin can add party fields to be used for a specific context. The part database contains tooling to upload spreadsheets with multiple (own or other) parties. |
| Corporate housekeeping (governance: MDs, NEDs, PoA’s) | Advanced entity management and corporate housekeeping allow one-click access to various details of a legal entity, presented in a convenient overview screen: company addresses, office locations etc. corporate structure and corporate documentation. |
| Corporate housekeeping (shareholders and subsidiaries) | Per legal entity, the shareholders and their shareholdings (voting and financial percentages) can be identified, as well as the respective dates of share acquisitions. The same applies to any subsidiaries and other participations held by the entity. |
| Org-chart | One-click creation of an org-chart of the legal entity. |
| Corporate housekeeping (articles, bylaws, SHA’s) | Per legal entity, all constitutional and other corporate documentation (incl. shareholders agreements) are collected in fully integrated, central Weagree entity management module. |
| Corporate housekeeping (financial accounts and related) | Per legal entity, any financial accounts, lawyer’s letters and other certificates, certifications and public licences are collected in the fully integrated, central Weagree entity management module. |
| Corporate housekeeping (resolutions and minutes) | Per legal entity, board resolutions, shareholder resolutions, and, if applicable, supervisory board resolutions are collected. The common types of resolutions (appointments, adoption accounts, dividends etc.) can be configured by the Weagree-admin. |
| Corporate housekeeping (contracts, notifications) | Per legal entity, a fully automated overview is generated of all contracts (in the Weagree CLM) to which that legal entity is a party. |
| Entity management admin / maintenance | Implementing and maintaining legal entity management is of course easy: intuitive. Admins have great flexibility to configure Weagree’s entity management. |
| Contract analysis supporting contract creation | Under construction (more info soon) |
| Automated risk assessment | Under construction (more info soon) |
| Contract analysis (data extraction) supporting CLM | The Weagree Wizard contains AI tooling enabling the automated analysis of contracts. Uploaded contracts are tagged fully automatically for the CLM-contract data fields on which that contract is to be managed. |
| Admin tooling | Under construction |
| 15 automated commercial contract templates | Optionally, Weagree Wizard includes some 15 high-quality automated commercial contracts: Services agreements (both provider-friendly and procurement-geared); Distribution agreement; Agency agreement; Loan agreement; General purchasing agreement (long-term supply); Goods on loan agreement; NDA; DPA; Joint development; Consultancy agreement; and so on. There are actually another 15 templates: the translations in Dutch (together 30 templates). We shared the Word-versions on our Model contracts platform. |
| Admin training (5 hours only) | Watch our video tutorials here and master the Weagree admin-tooling. Believe it or not: in less than 5 hours, you are able to insert your model contracts and build the related questionnaires. That works for the peloton of your model contract templates. Follow the admin training courses (free). There are probably some special cases among your contract templates: learning how to insert them may take you another 2 to 4 hours. Believe it or not: we have seen some really complicated contracts. |
| Template creation and Q&A building (TCT) | We have made the Weagree admin tooling so user-friendly that after inserting some five or six templates, you master it all yourself: do the administrator work at 60 percent of the time needed with our competitors’ contract automation ‘authoring’ tooling. In other words: automate even the most complex contract templates in almost half of the time competitive contract assembly software would require from you (even contract assembly vendors that promise ‘no coding’). It is because most of Weagree’s templates are visualised, making it super easy. |
| Clause library management | Easy central clause-library clause management: search and filter on clause owner, keyword, category, language or simply the clause description. Adding a clause from a Weagree template to the clause library is one click only. |
| Template management (new contract-page configuration) | Adding and managing access to Weagree templates is intuitive for any admin. |
| Q&A (formulations) Editing | Annoying in implementing contract automation is that senior-legal involvement is to be combined with junior semi-IT template insertion work. Requiring lawyering to be combined with low-level ‘coding’. Weagree has made this easy: (a) no coding in the first place, and (b) splitting off the senior legal counsel’s task: they have their own Q&A-dedicated tooling to review, reformulate Q&A questions, default Q&A-answers, and adding any Q&A explanatory notes. |
| Q&A feedback management | End-users have the possibility to give feedback on questionnaires, contract text, Q&A options, etc. The feedback is collected centrally, in the admin tooling. Admins have one-click access bringing them straight to the commented contract clause (in the right template, at the right Q&A-point etc.) and can implement the proposed change with one click. Super-easy template maintenance! No Post-its or lost notebook scribbles for maintaining your templates at the highest standards! |
| Contract house styles configuration | Your contracts must be in (one of) your contract house styles. Consistently. Weagree has integrated tooling for tweaking the contents of all contract headers and footers, the cover page layout, the formatting of clause captions, the levels to be automatically included in a table of contents, the naming of generated contracts, how contracting parties are to be referred to, etc. No inconsistencies anymore, not even in the details. |
| E-mail notification (texts) management | The Weagree Wizard and Weagree CLM send e-mail notifications for various purposes. The mail text templates and the mail’s look & feel can be configured entirely to your liking (e.g. the corporate Mailchimp’s newsletter look & feel). Everyone can do this. |
| CLM contract sheet configuration | Set up your CLM in a few minutes only, based on the specifics of the contracts of your business. You determine the metadata. In a few clicks, Weagree’s CLM is implemented and ready to go. |
| API configuration (field mapping external integrations) | All data external integrations are configurable by the end user. Plugins are self-explanatory (any details, authentication keys, etc. can easily be entered, provided that you are familiar with your own applications with which you want to integrate). |
| Configuration project templates (suites of linked contracts) | Suites of linked templates (linking Q&A fields cross-template) are easy to configure: the user interface is the same as for setting up the Weagree CLM or configuring the Weagree API. |
| Portal look & feel customisation | You have your own portal and your own database. You can configure the Weagree portal to your liking: your corporate house style guide, your own colours. Of course, we regret that you would part with Weagree’s magenta, but we understand the challenges of change management and maximising user experience. |
| Portal-languages management | The Weagree Wizard supports all languages. Translating the portal’s text labels, tooltips, and table headings is easy: while translating everything (from English, French, Dutch, Spanish, and German) might take a short day: uploading it onto the portal is a matter of seconds. |
and much much more. Check our roadmap.
IMPORTANT NOTE: we are developing the Weagree Wizard fast, collaborating with the very best programmers in the Netherlands. With them, we have been working for many years, so if you check boxes, do not assume that certain functionalities were not available. It is safer to assume that we have not been able to update our website with a video of new functionality, and contact us to ask.
