Onze roadmap (alle features)

Weagree’s end-to-end contracting: contract automation, contract lifecycle management and AI, from our start (in 2006) until the end of time:

  • All
  • Contract automatisering
  • CLM
  • DMS workspace
  • Workflow
  • Rapportages en inzicht in statussen
  • Beheer van entiteiten (vennootschappen-register)
  • AI tooling
  • API-integraties
  • Admin
Contract Negotiations Icon RoadmapTasks-Kanban adjusting realtime'>
Contract drafting diensten:

Tasks-Kanban adjusting realtime

The forthcoming Weagree Tasks and action centre will adjust realtime. Of course, as part of Weagree's action centre and to-do lists, end-users will have the possibility to drag-and-drop tasks across the action centre's Kanban (a board where columns signify the status of a task) from left to right: * Unscheduled tasks (on hold) * In progress * Do now * Awaiting input * Completed The end-user can switch Kanban-view into a table-view (also allowing to export a tasks overview). And, very exciting, all changes to a task will be visible realtime for all other users who are involved in that task. (So you can see the task-card being dragged-and-dropped by a colleague real time.) So yes, it is also possible that tasks are divided into subtasks and that several persons are involved in completing any (sub)task. Weagree's tasks and action centre is making all contracting work easier to oversee, manage and coordinate! We are very proud to be able to release this functionality in such a short timespan. Background: we have been using the same technology and features for our bug-reporting and functionality-development. It is mature, proven product, developed by our programmers over the past five or six years.

December 2021
Contract Negotiations Icon RoadmapActionable dashboard widgets'>
Contract drafting diensten:

Actionable dashboard widgets

The contract lifecycle management dashboard will be made extremely flexible and actionable: on their dashboard, end-users will be given the possibility to take frequently-undertaken action. This way, we aim at increasing the user-friendliness to the maximum. For example: * 1. the Weagree Widget showing the five most-recently active pending contracts, will not only allow the end-user to open the related (last-added) contract version (or go to the contract entry altogether), but also to e-sign it, to invite a guest user, and to register the contract into the Weagree CLM (contract repository); * 2. the Weagree Widget showing tasks will not only list the five upcoming tasks but also to create new tasks or to mark a task completed; * 3. the Weagree Widget showing the contracts that are pending workflow approval will enable the approver to approve or to reject with one click; * 4. there will be a Weagree Widget listing the contracts that are pending e-signing (status not-signed); * 5. there will be a Weagree Widget listing the contracts that have just been e-signed (status signed - as the completion of e-signing is automated, not manual); * 6. the Weagree Widget showing signed (CLM) contracts that require attention (status medium or high urgency) can be accessed with one click. We are making the Weagree dashboard widgets extremely actionable (and flexible): end-users will aslo be given the possibility to request Weagree to create other Weagree Widgets or the admin to create a tailored widget.

December 2021
Contract Reporting Monitoring Icon RoadmapDashboard reporting widgets'>
Rapportages en inzicht in statussen

Dashboard reporting widgets

With the introduction of a Dashboard and more advanced Contract analysis en soepel contract reporting tooling, we are also introducing visualised CLM reporting dashboard widgets (Weagree Widgets). Many contract data and reporting data can be visualised on either the general user dashboard, or on the analysis and reporting pages. This is a first series of countless Weagree Widgets that will follow. Indeeed, many of the pre-cooked widgets are a mere visualisation of already existing search-and-filter functionalities. This initial series of flexible Weagree Widgets can easily be customised and replicated for reporting period, named end-users, responsible user groups, contract types, contract data sheets, etc. The initial series of reporting widgets include: * Average contract value * Pending business transactions * Average time to signing * Average transaction cycle (time between generating first draft and signature) * Average internal fact-finding (time needed to complete a questionnaire) * Average time to approval * Expired or terminated contracts * Unfinished questionnaires * Recently active users * Completed contracts As indicated, there will be more Weagree Widgets. Also the end-user will be enabled to easily propose (or request) dashboard reporting widgets.

December 2021
Icon Implementation Legal Tech 60 RoadmapIntuitive CLM: flexible buttons'>
Beheer van de levenscyclus van contracten

Intuitive CLM: flexible buttons

Improved and more actionable CLM (contract lifecycle management). While the Weagree CLM offers extraordinary features for searching and managing your signed contracts, several end-user actions can be automated and be made more actionable. Simple, frequently returning actions will be made easier, by creating buttons. Examples: * Show pending tasks (related to a selected contract), * Assign a task, * Notify stakeholders, * Change contract date, * Change persons and teams involved, * Change status (terminate or discontinue). The buttons will be made flexible: if the end-user does not want to see them, they can be moved onto the side-panel (the webpage's swipable panel that also contains widgets, guidance notes and wiki's). This will further increase the flexibility of the Weagree CLM, as it enables the admin to tailor the user experience (UX) to their role or corporate profile.

December 2021
Contract Negotiations Icon RoadmapUX (interaction design) upgrade'>
Contract drafting diensten:

UX (interaction design) upgrade

Aligning the interaction design more closely with the end-user's main courses of action. The introduction of the Task and action centre as well as the Dashboard demand an upgraded user experience. The top navigation will become more actionable, indicating the user's actions: * Dashboard, * To do (tasks), * Create contract, * Negotiate, * Register (signed contracts), * Search (CLM), * Analyse or report. Various existing functionalities that have been there for years become more prominent and easier to access. Searching and filtering the CLM repository becomes highly intuitive. The side panels (on smartphone and tablets the swipable) opening up additional functionality will be used more often, which reinforces consistency with Weagree's integrated automated contract review functionality.

December 2021
Contract Reporting Monitoring Icon RoadmapVisual reporting dashboards'>
Rapportages en inzicht in statussen

Visual reporting dashboards

Introducing intuitive tooling for heads of legal and general counsel to create their contracts reporting and monitoring dashboards. The data is already there, it only needs to be unvealed visually. Insight in contract deadlines, team members' busyness, transaction progress is then visualised by graphs, charts, spring-pies and any other useful visual. The current reporting button will be used to create the visualisations.

Oct/Nov 2021
Contract Negotiations Icon RoadmapTasks and action centre'>
Contract drafting diensten:

Tasks and action centre

All notifications (from Weagree's CLM, entity management, workflows, contract-creation-related comments) will also result into a task. Users can also create tasks manually, and assign tasks to others in their user groups. The tasks view will be either a table overview or a kanban board (showing task statuses).

Oct/Nov 2021
Icon Ai Automated Contract Review 60 RoadmapAutomated risk rating'>
AI-tooling

Automated risk rating

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'. The risk rating and assessment facilitates a quick oversight in the contractual pitfalls inherent to the received draft contract. Along with the automated contract analysis, every relevant provision is assigned a risk level, identifying the nature of the risk. The risk levels will force a decision whether a contract clause is acceptable or not: a provision as automatically reviewed is either in line with the corporate contracting policy, acceptable (but not the preferred option), unacceptable for introducing a high risk or exposure, or a deal breaker. This is visualised by using coloured dots in both the reviewed contract and the contract overview (enabling a contract portfolio analysis). If a certain contract provision was not automatically found in the contract, the contract field will be marked as a contract anomaly (red flag). The risks are assessed on the basis of the own contract position (e.g. customer, licensor, service provider, seller). The admin can define which types of risks are to be distinguished: on the admin dashboard, the types of risks can be defined (e.g. operational risk, financial risk, non-compliance with laws, non-compliance with GDPR, reputation risk, supply chain risks). For a congtract portfolio analysis, the end-user has the possibility to select which clauses are to be shown in the contracts portfolio overview; and the overview lists the contract (meta) data plus the risk colour indicator.

September 2021
Contract Negotiations Icon RoadmapE-signing preselects the right signatories'>
Contract drafting diensten:

E-signing preselects the right signatories

The e-signing plugins will be fully integrated with Weagree's entity management, allowing to preselect the signatories based on the corporate mandate policy adopted for the contract. The automatic preselection can either (i) further reduce the names of eligible e-signatories for the contract, based on their authorisation to represent and sign for a certain organisational unit (be it a Business Unit, a staff department such as HR or Legal), or (ii) extend the eligible e-signatories. This is an extension of the already available option that e-signatories are selected based on the legal entity that is a party to the agreement. Furthermore, Weagree's e-signing plugins are fully integrated, which means that the entire e-signing process can be initiated and monitored from within the Weagree Wizard (fully automatically).

June 2021
Icon Ai Automated Contract Review 60 RoadmapAutomated contract review'>
AI-tooling

Automated contract review

AI-driven review of a third-party's first-draft contract. The imported contract is analysed fully automatically, and identifies: * Unacceptable contract clauses and provisions * Risk-increasing clauses and provisions * Missing (must-have) clauses. The imported contract will automatically be converted into a Weagree-template (with the look & feel of the uploaded contract). The reference basis for classifying all so-imported contract clauses and provisions will be the customer's own contract templates and classifications for the type of contract. User-friendly tooling facilitates the further machine learning (classification, subclassification, qualification for risks, and extraction of contract data). The Weagree Wizard will subsequently generate a tracked changes contract version in which manually and clause-library inserted provisions are tracked.

September 2021
Icon Contracts Admin Tooling 60 RoadmapAccelerated implementation (automated Word-import)'>
Admin

Accelerated implementation (automated Word-import)

Improved tooling for importing Word model contract templates: automated detection and assignment of clause levels. Definitions will automatically be stored in the definitions library, and schedules and annexes in the schedules library. Automated detection of pre-existing definitions (and removal). Clauses will be automatically assigned a clause name. Import includes tables. The tooling will also be used for 'automated contract review' (AI-driven review of the first-draft contract received from the other party).

2 mei 2021
Icon Contract Automation Weagree 60 RoadmapTracked changes in the realtime editor'>
Contract automatisering

Tracked changes in the realtime editor

In the realtime editor, guest users can be given the possibility to modify the contract text. Such changes are shown as tracked changes (insertions blue underlined, deleted text in red strikethrough); also the generated Word-document will contain this 'redlining'. The possibility to allow guest users to modify the contract text can be configured (e.g. based on authorisation level).

1 april 2021
Icon Contracts Admin Tooling 60 RoadmapVersioning templates (clause-level)'>
Admin

Versioning templates (clause-level)

Versioning of templates ascertains monitorability and continuation of contracts and contract data over time: every legacy template can be linked to a later template. Admins have version-management tooling to revert a clause or Q&A-question of a previous version.

1 maart 2021
Icon Api Contracting Integrations 60 RoadmapDynamics CRM integration'>
API-integraties

Dynamics CRM integration

Weagree can import data from MS Dynamics to automatically fill the entity management's party database. Also party-related data can be synchronised between the Weagree CLM and Microsoft Dynamics CRM.

1 februari 2021
Icon Contract Automation Weagree 60 RoadmapLarge transactions – Subproject recurrence'>
Contract automatisering

Large transactions – Subproject recurrence

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. For example, for companies involved in the transaction (beneficiary or pledgor under the credit, or acquired company in the takeover or investment) a sub-project will be created for each. Each such sub-project will contain templates for board resolution, shareholders resolution, deed of pledge and poer of attorney, preventing that Q&A questions are asked twice: with answers derived from umbrella-project level or from other templates in that sub-project.

1 februari 2021
Icon Api Contracting Integrations 60 RoadmapSalesforce API integration'>
API-integraties

Salesforce API integration

Initiate a contract from within Salesforce, fill the questionnaire in the Weagree Wizard with the data pushed along with initiating that contract, then complete the questionnaire. Or start the questionnaire within the Weagree Wizard, retrieve party details from Salesforce, generate the contract, and export it (with additional contract data) to Salesforce.

1 januari 2021
Icon Contracts Admin Tooling 60 RoadmapExtra IT security measures'>
Admin

Extra IT security measures

We have added a low-level (ISO 27001-certified) data scanning service on all user-interaction. The scanning service detects suspicious user behaviour and performs certain extra security checks (in addition to the customary virus-scan, firewall and infrastructure monitoring). Our customers' data security is our highest priority.

1 december 2020
Icon Contracts Admin Tooling 60 RoadmapUser management (role-based access controls), flexible licence management'>
Admin

User management (role-based access controls), flexible licence management

Advanced user-management functionality: role-based access rights; user-rights depending on the end-user's function.

1 november 2020
Icon Contract Approval Workflow 60 RoadmapApproval/rejection communications'>
Workflow

Approval/rejection communications

Approvers and submitters involved in a contract request can discuss the workflow approval alongside the Q&A: * ask the submitter about the scope and particularities of the business transaction, * express 'conditions' for giving approval, or * explain company priorities, risk management policies. The workflow-linked communication feature strengthens internal controls.

1 oktober 2020
Icon Contract Automation Weagree 60 RoadmapTemplate testing'>
Contract automatisering

Template testing

An admin can now generate an all-options contract version from the Weagree template (which includes all Q&A-options inline in the Word-document, indicating the type of Q&A-question and, if applicable, nesting any conditionally embedded Q&A-answer options). The testing user can switch to testing mode, which makes it possible after answering a Q&A, to one-click create a compare/redline version against this all-options-included document. This supports a long-existing template-insertion feature that enables senior legal counsel, in an intuitive manner, to review and modify Q&A formulations in tooling separate from admin-tooling. This split-off of template insertion frmo questionnaire-formulation makes implementation efficient.

1 september 2020
Icon Legal Entity Management 60 RoadmapEntity management migration (automated)'>
Beheer van entiteiten (vennootschappen-register)

Entity management migration (automated)

Customer can import entity management data from other solutions such as Effacts / Legisway. But also from external CRMs.

1 september 2020
Icon Implementation Legal Tech 60 RoadmapCLM migration (automated transfer)'>
Beheer van de levenscyclus van contracten

CLM migration (automated transfer)

Customers can import their existing (legacy) CLM, contract repository. The admin tooling determines what CLM-fields the imported database or spreadsheet contains, and permits the admin to map them to the correct Weagree CLM fields and the related CLM-data values. Excellent for importing contract databases from a different language. Imports from Effacts and Legisways work smoothly and intuitively.

1 augustus 2020
Icon Api Contracting Integrations 60 RoadmapDocuSign integration'>
API-integraties

DocuSign integration

E-signing of all contracts and schedules can be initiated in the Weagree Wizard. Intermediate receipts (of opening, reading and signing) by either signatory is automatically handled by the Weagree Wizard. Returned esigned contracts are automatically stored with the correct contract entry. Contract entries are marked pending e-signing or e-signed. This plugin integration also supports other esignature solutions such as Adobe Sign and Evidos.

1 juli 2020
Icon Contract Automation Weagree 60 RoadmapCollaborative contracting – communication'>
Contract automatisering

Collaborative contracting – communication

Within the questionnaire, all stakeholders involved in the transaction can discuss any of the contract parameters. Such communications takes place inside the contract questionnaire (and relate to a Q&A-question and to a contract clause). A user involved in the transaction can simply invite another Weagree-user to join by typing their @name in a comment. All stakeholders automatically receive e-mail notifications. Communications are stored with the contract, will be kept with the CLM-managed contract once the contract is signed.

1 juni 2020
Icon Contract Automation Weagree 60 RoadmapOptimised maintenance of model contracts'>
Contract automatisering

Optimised maintenance of model contracts

Powerful contract know-how maintenance tooling. Providing feedback to template administrators or discussing the particularities of any contract with others via the questionnaire has been made easier. Next to each question and each paragraph in the realtime editor, a user can open a pop-up for submitting any comments. All users can provide feedback on the template and Q&A-questions. Feedback may include text proposals for the contract template. The admin can deploy the feedback or proposed text with only one click. No Post-Its keeping track of desired model contract improvements anymore! Furthermore, a Communications panel on the left side of the screen facilitates discussing commentary. All feedback items contain a direct link to the question or paragraph for quick and easy navigation.

1 juni 2020
Icon Implementation Legal Tech 60 RoadmapContract numbers'>
Beheer van de levenscyclus van contracten

Contract numbers

Weagree can assign contract numbers to your contracts (both at contract creation stage and after signing). The contract number can be composed of elements such as year or date indicators.

1 mei 2020
Icon Implementation Legal Tech 60 RoadmapContract confidentiality'>
Beheer van de levenscyclus van contracten

Contract confidentiality

Individual contracts may be marked as confidential, rendering it invisible and inaccessible to all other users unless they have been specifically granted access by the contract's creator or granted superior authorisation.

1 april 2020
Icon Legal Entity Management 60 RoadmapEntities management and corporate housekeeping'>
Beheer van entiteiten (vennootschappen-register)

Entities management and corporate housekeeping

Full entity management and corporate housekeeping: complete administration per legal entity of managing directors, non-executive directors, shareholders and subsidiaries, org-chart (indicating shareholder percentages and MDs), constitutional documents (articles of association, deed of incorporation, bylaws, shareholders agreement), corporate certificates, corporate licences, permits, financial accounts, accountans letters, lawyers letters, ISO certifications (and whatever the admin may configure), also listing all contracts entered into by that legal entity. Overview of authorised representatives. Notifications in relation to all underlying documents (e.g. expiring of a director's copy-passport) are managed centrally. The entity management also applies in relation to the counterparties (suppliers' groups, customers' affiliates and business partners).

1 april 2020
Icon Contract Automation Weagree 60 RoadmapLarge-transactions management optimised'>
Contract automatisering

Large-transactions management optimised

For large, complex transactions (e.g. M&A, LMA-credit facility) it is now possible that the admin defines a complete project-template consisting of multiple linked contract templates. Upon initiating the transaction (project), the end-user answers basic project-level questions to activate or deactivate project-templates relevant to the project. All Q&A data fields in such contract templates can be linked to each other quickly and intuitively (and largely automated) across the project-template. The linking of Q&A data fields prevents that questions are being asked multiple times in the various contract templates. For example, if the closing date of a financing transaction is postponed by a week, the end-user updates this Q&A-question in one template and thereby in all linked contract templates.

1 maart 2020
Icon Contract Automation Weagree 60 RoadmapCustomised realtime editor'>
Contract automatisering

Customised realtime editor

Improved user-experience. The numbering and indentation of clauses as shown during the questionnaire in the realtime editor (WYSIWYG 'under-water-screen') can be customised and are matched with the numbering style of the applicable dotx-file.

1 februari 2020
Icon Ai Automated Contract Review 60 RoadmapAI-detect CLM contract data'>
AI-tooling

AI-detect CLM contract data

Imported contract will automatically be converted into text (OCR). In the imported contract, various types of data are recognised and tagged, fully automatically. Types of retrievable contract data include: party names, locations, countries (incl. applicable law), amounts, currencies, and dates (e.g. effective date, repayment date, delivery, expiry date). The values identified in the imported contract are linked to the eligible CLM fields (tooling will fully automatically identify the eligible CLM dates or amount-fields), and propose those to the end-user.

1 januari 2020
Icon Implementation Legal Tech 60 RoadmapDates and date calculations from contract'>
Beheer van de levenscyclus van contracten

Dates and date calculations from contract

If a contract (generated by using Weagree's contract creation) provides for certain calculated dates (i.e. calculated by applying a time period to another date), then each of such calculated date, time period and other date can be pushed from contract automation into Weagree's CLM.

1 november 2019
Icon Implementation Legal Tech 60 RoadmapFloating dates (amendments recalculated automatically)'>
Beheer van de levenscyclus van contracten

Floating dates (amendments recalculated automatically)

If a contract stipulates for deadlines and contract milestones to be calculated by reference to another contract deadline (e.g. starting date), such floating deadline will adjust automatically if either the referenced date or the related term change. Al CLM notifications for each such date adjust accordingly. For example, if a construction agreement determines that certain subprojects or materials are to be ordered 12 weeks before start of construction works, the ultimate order date is recalculated if either the starting date or the 12-weeks leadtime changes.

1 november 2019
Icon Implementation Legal Tech 60 RoadmapLogging of CLM modifications'>
Beheer van de levenscyclus van contracten

Logging of CLM modifications

Modifications of CLM contract data are made visible for CLM users (who are authorised to see such logging data), improving compliance and auditability.

1 november 2019
Icon Api Contracting Integrations 60 RoadmapEvidos e-signing plugin'>
API-integraties

Evidos e-signing plugin

We have created a plugin for Evidos' e-signature solution. The entire e-signing flow can be initiated and monitored from within Weagree.

1 oktober 2019
Icon Contract Automation Weagree 60 RoadmapTemplate-defined access to party databases'>
Contract automatisering

Template-defined access to party databases

For law firms, as well as for intra-company templates, the parties can be retrieved from (and stored in) the party database identified on the template. This may be the own party's or the other party's database. For large transactions (projects for M&A or financing transactions), it is possible to keep the parties confidentially outside the entity management's party database.

1 september 2019
Icon Contract Approval Workflow 60 RoadmapAdvanced approval workflows'>
Workflow

Advanced approval workflows

Approval workflows can now be fully tailored to suit the customer's risk management and internal controls, bringing Weagree in the top-20% of global workflow tooling. Workflow building blocks can be defined globally and applied locally (in a template or Q&A-question (Q&A-triggered workflows)), which accelerates implementation. Also, individual users can be subjected to approval. Workflows can be triggered by Q&A-answers (Q&A-driven workflows), operate parallel so that multiple people can review different parts of a contract simultaneously, or sequential to create a succession of approvals by different people. All stakeholders involved in the approval flow can discuss a request for approval (one-click access to the Q&A): ask the submitter for clarification, formulate conditions for approval, or explain rejection. Such communications are stored with the contract, but also reflected in automated e-mail notifications. The modular setup implies that workflows are composed dynamically (context and Q&A-driven). This prevents that countless context-specific workflows have to be defined and maintained. Configuring and deploying the workflows is a matter of minutes once the approval units (who approves what) and workflow building blocks have been defined.

1 augustus 2019
Icon Implementation Legal Tech 60 RoadmapGDPR register'>
Beheer van de levenscyclus van contracten

GDPR register

Weagree's contract lifecycle management can be configured to operate as a GDPR register, including reporting options. CLM-managed contracts can be configured to be erased after the retention period (on a per contract basis, retention periods can be adjusted).

1 april 2019
Icon Contract Automation Weagree 60 RoadmapAdvanced Q&A-conditionality and Q&A-features'>
Contract automatisering

Advanced Q&A-conditionality and Q&A-features

Optimisations of the end-user's questionnaire experience, to allow for more complex links between questions. This reduces the number of required questions, avoids redundancy, and allows irrelevant answer options to be hidden. Particularly useful for exceptionally complex and large transactions.

1 maart 2019
Icon Api Contracting Integrations 60 RoadmapSharePoint integration'>
API-integraties

SharePoint integration

Initiate a contract from within SharePoint, fill the questionnaire in the Weagree Wizard with the data pushed along with initiating that contract, then complete the questionnaire. In each case, export the generated contract and all contract data (back) to SharePoint.

1 maart 2019
Icon Implementation Legal Tech 60 RoadmapEncryption: all contracts and documents stored encrypted'>
Beheer van de levenscyclus van contracten

Encryption: all contracts and documents stored encrypted

Encryption of all data and files, regardless of whether it relates to contract creation or contract repository.

1 februari 2019
Icon Contract Automation Weagree 60 RoadmapCRM-data as Q&A-answer'>
Contract automatisering

CRM-data as Q&A-answer

Party-related data can be used to answer Q&A-questions. For example: * if the party is a man or a woman, the contract refers either to he and him, or to she and her; * a GmbH & Ko KG (limited partnership managed by a legal entity) results in including the managing party imn party block and signature block; * the contract refers to 'shareholders', 'members' or to 'partners' depending on whether the party is a company, an association or partnership, respectively.

1 februari 2019
Icon Implementation Legal Tech 60 RoadmapCLM-clause library'>
Beheer van de levenscyclus van contracten

CLM-clause library

CLM-managed contracts may contain particularities unforeseen in the admin-defined contract sheet. For that purpose (and for improved searcheability of the CLM), we have introduced clause library blocks that can be added to an individual CLM-managed contract.

1 januari 2019
Icon Implementation Legal Tech 60 RoadmapContract sheet layout UX optimisations'>
Beheer van de levenscyclus van contracten

Contract sheet layout UX optimisations

Improved visibility of CLM contract data.

1 januari 2019
Icon Contract Automation Weagree 60 RoadmapAdvanced filters, optimised search experience'>
Contract automatisering

Advanced filters, optimised search experience

Advanced options to search and monitor pending contracts, and create overviews or reports. Users can define a search-filter and convert it into a predefined search button. Where the search filter refers to a date in the past, over time, the defined date will move along. For example, a predefined button showing contracts older than two months, when clicked a year later, will display the then-two-months-old contracts.

1 januari 2019
Icon Implementation Legal Tech 60 RoadmapAdvanced filters, optimised search experience'>
Beheer van de levenscyclus van contracten

Advanced filters, optimised search experience

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 predefined search button. Where the search filter refers to a date or a timespan, over time, the defined date or timespan will move along. For example, a predefined filter for contracts that expire in the next two months, when clicked a year later, will display the then next-two-months-expirations.

1 januari 2019
Contract Reporting Monitoring Icon RoadmapReporting on contracts and busyness'>
Rapportages en inzicht in statussen

Reporting on contracts and busyness

Improved reporting capabilities, permitting a head of legal or GC to oversee busyness of their team, individual workload, and to generate (exportable) reports. Visibility of team members' CLM-contracts is subject to preconfigured access authorisations.

1 januari 2019
Contract Reporting Monitoring Icon RoadmapMonitoring pending transactions and busyness'>
Rapportages en inzicht in statussen

Monitoring pending transactions and busyness

Improved monitoring of pending transactions and collaborative contracting options (e.g. to step into a contract by a colleague). Subject to applicable access authorisations. Various search filters are available to quickly and effectively produce overviews of pending contracts and transactions. Routine queries can be assigned to custom buttons, so users will not have to manually set all filters again and again. Filters for contracts before or after a particular date can be saved as relative timeframes (e.g. 'the past two weeks' as opposed to 'date X to date Y').

1 januari 2019
Icon Api Contracting Integrations 60 RoadmapMendix API integration'>
API-integraties

Mendix API integration

Weagree can interface with and send generated documents and metadata to Mendix.

1 december 2018
Icon Implementation Legal Tech 60 RoadmapSearch filters / fields for tags'>
Beheer van de levenscyclus van contracten

Search filters / fields for tags

Simplification for end-users of search and filter options, making it more intuitive to find the right contract quickly.

1 december 2018
Icon Implementation Legal Tech 60 RoadmapStatus indicators'>
Beheer van de levenscyclus van contracten

Status indicators

The contract lifecycle management (CLM) contracts register contains a number of status indicators (grey, green, orange, red) to highlight urgency of required action.

1 december 2018
Icon Contract Automation Weagree 60 RoadmapCollaborative contracting'>
Contract automatisering

Collaborative contracting

Improved user experience for accessing or picking up contracts of colleagues.

1 november 2018
Icon Contract Automation Weagree 60 RoadmapTables in contracts'>
Contract automatisering

Tables in contracts

Added various optimisations for inserting and organising tables in contracts (e.g. preventing table rows to break across the page or keeping tables together)

1 november 2018
Icon Api Contracting Integrations 60 RoadmapManual data export'>
API-integraties

Manual data export

Depending on authorisation, a user can manually decide when contract data is exported to an API-integrated external application.

1 november 2018
Contract Negotiations Icon RoadmapContract-negotiations version management'>
Contract drafting diensten:

Contract-negotiations version management

Improvement of Weagree's DMS (for managing contract negotiation versions).

1 oktober 2018
Icon Contracts Admin Tooling 60 RoadmapSimplification e-mail texts'>
Admin

Simplification e-mail texts

Simplification of managing e-mail notification texts sent by Weagree (separating them for login/password, workflow, CLM, contract creation discussions, user feedback, etc.)

1 oktober 2018
Icon Contract Automation Weagree 60 RoadmapBatch contract creation'>
Contract automatisering

Batch contract creation

An answered Q&A can be exported (Excel), the given contract entry be multiplied. After updating the Q&A answers for the contract entries, the spreadsheet can be imported into the project. All contracts within a project (transaction) can be batch generated.

1 september 2018
Icon Legal Entity Management 60 RoadmapCustom CRM fields'>
Beheer van entiteiten (vennootschappen-register)

Custom CRM fields

Administrators can add fully customised edit-fields, date pickers and country lists to the list of party database fields. These custom fields can then be used in each template, if and when required.

1 september 2018
Icon Legal Entity Management 60 RoadmapRussian companies register lookup'>
Beheer van entiteiten (vennootschappen-register)

Russian companies register lookup

Users can look up the public commercial register for the correct company details, and Weagree imports the related company data (address, registration number etc.).

1 augustus 2018
Icon Contract Automation Weagree 60 RoadmapRussian language declension'>
Contract automatisering

Russian language declension

If a user enters a word to be used in multiple clauses, the Russian language declension module modifies such word for the applicable grammatical declension.

1 augustus 2018
Icon Contract Automation Weagree 60 RoadmapCalculating dates'>
Contract automatisering

Calculating dates

Possibility to calculate a date based on user-entered parameters (e.g. effective date plus contract duration).

1 augustus 2018
Icon Implementation Legal Tech 60 RoadmapNotifications for deadlines and expiry'>
Beheer van de levenscyclus van contracten

Notifications for deadlines and expiry

The contract lifecycle management (CLM) environment permits that date-fields are used to create notification triggers, to automatically send (one or multiple customised) e-mails in relation to key contract deadlines and expiration date. Default notifications are configured by the admin; end-users can manually finetune or define their own (contract-specific) notifications.

1 juli 2018
Icon Implementation Legal Tech 60 RoadmapContract repository'>
Beheer van de levenscyclus van contracten

Contract repository

Encrypted storage of all contracts, schedules and transaction-related files. Option to archive transaction-related files (incl. negotiation versions). Authorised users can access their colleagues' contract repository.

1 juni 2018
Contract Negotiations Icon RoadmapCreate track-changes (two clicks)'>
Contract drafting diensten:

Create track-changes (two clicks)

Create a compare (aka track-changes or redlining) between contract versions. The user selects the negotiation versions, Weagree suggests which is the 'original' and which the 'changed' version, the user identifies if the compare needs to be added to the repository (and may rename the suggested compare file-name), and clicks OK.

1 juni 2018
Icon Contracts Admin Tooling 60 RoadmapCustom e-mail notifications'>
Admin

Custom e-mail notifications

The admin can create custom types of automated e-mail notifications, for the contract approval workflow and contract management deadlines. For example, tailored CLM notifications may range from alerts that a deadline is approaching (or has passed) to specific instructions for a particular type of project.

1 april 2018
Icon Implementation Legal Tech 60 RoadmapContract lifecycle management (CLM)'>
Beheer van de levenscyclus van contracten

Contract lifecycle management (CLM)

Weagree's contract lifecycle management (CLM) permits users to fully manage both internally and externally generated contracts. Contract sheets, configured by the administrator, can differentiate between types of contract and required metadata. Metadata can be automatically inserted by creating a contract in Weagree, answering the questionnaire and then transferring it to the CLM. CLM-access rights distinguish read+write from read-only users. Implementation, if based on contract automation templates, takes only a few minutes. Users can create customisable reports and overviews on their managed contracts and CLM data fields. Users with the correct authorisations can also monitor their colleagues' managed contracts.

1 april 2018
Icon Implementation Legal Tech 60 RoadmapCustom e-mail look & feel'>
Beheer van de levenscyclus van contracten

Custom e-mail look & feel

Customers can upload or define their own look & feel applying to all notifications sent by the Weagree Wizard.

1 april 2018
Contract Negotiations Icon RoadmapExpanded document management (DMS)'>
Contract drafting diensten:

Expanded document management (DMS)

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. Such files can be categorised (as schedule or annex, deal summary, transaction-related, party-related, draft version, notes etc.).

1 maart 2018
Icon Implementation Legal Tech 60 RoadmapExtended logging (anticipating GDPR)'>
Beheer van de levenscyclus van contracten

Extended logging (anticipating GDPR)

Existing logging of user-interaction extended to all user-activity anywhere in Weagree. The logging reinforces compliance and auditability of CLM-managed contracts with strict GDPR..

1 februari 2018
Icon Api Contracting Integrations 60 RoadmapSmashdocs integration'>
API-integraties

Smashdocs integration

Weagree can export generated contracts for further tailoring and negotiation in SMASHDOCs.

1 januari 2018
Icon Contract Automation Weagree 60 RoadmapOpen XML document generation'>
Contract automatisering

Open XML document generation

Replace document generation engine with open source solution. Substantial acceleration of generating any document.

1 december 2017
Icon Contract Automation Weagree 60 RoadmapRealtime (WYSIWYG) editor – upgrade'>
Contract automatisering

Realtime (WYSIWYG) editor – upgrade

The WYSIWYG contract previewer ('underwater screen') has been upgraded to allow authorised users to edit the preview contract text in realtime (while answering a questionnaire): * making the realtime editor detachable (popped out as a separate browser window) for scroll-along on a second monitor screen; * making clause numbering realistic (and making clause numbering styles configurable for admins); * highlighting Q&A-defined provisions; * making the realtime editor accessible on tablets and smartphones (swipe-in). The WYSIWYG editor will continue to scroll along with the questionnaire.

1 november 2017
Icon Contracts Admin Tooling 60 RoadmapLook & feel (Wizard portal) adjustable'>
Admin

Look & feel (Wizard portal) adjustable

The Weagree Wizard can be fully customised for all colours and text markup in the Weagree Wizard to reflect their company's house style as closely as possible.

1 juli 2017
Icon Contract Automation Weagree 60 RoadmapClause library categories and keywords'>
Contract automatisering

Clause library categories and keywords

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. The clause library already pre-filters clauses for the language of the template in which it is called upon.

1 mei 2017
Icon Contract Automation Weagree 60 RoadmapGuest user access'>
Contract automatisering

Guest user access

Every end-user can invite a guest user to answer to the questionnaire, including from outside the own organisation (suppliers, customers, partners or consultants). A guest user invitation grants that individual access to a single contract's questionnaire for further review and negotiation. For the time being, guest user accounts are free of charge.

1 april 2017
Icon Contract Automation Weagree 60 RoadmapExport usage-reports as Excel'>
Contract automatisering

Export usage-reports as Excel

With a single click, any overview of pending or approved contracts in Weagree can be directly exported to Excel for monitoring or evaluation purposes.

1 april 2017
Icon Contracts Admin Tooling 60 RoadmapWord-doc import tooling'>
Admin

Word-doc import tooling

Word-documents can be automatically imported to create the contract creation-template, automatically divided into building blocks and clauses corresponding to articles, sections and paragraphs in the contract, with the option to adjust paragraph styles during import. The implementation time required for inserting a template has become 75 percent shorter than the time required for ContractExpress, and 66 percent for HotDocs. Note: later improvements have increased Weagree's landslide competitive advantage in template-insertion time.

1 maart 2017
Icon Contracts Admin Tooling 60 RoadmapTemplate feedback via Q&A'>
Admin

Template feedback via Q&A

From within the questionnaire, end-users can give feedback on the contract template text or the Q&A-questions or answer options. Such feedback can be qualified (e.g. typos, comprehensibility of a question, completeness of answer options, whether the contract text is up-to-date re. corporate policies, and laws or regulations). The feedback is collected on the admin page where administrators can update the template or Q&A with only one click.

1 februari 2017
Icon Contract Automation Weagree 60 RoadmapExport questionnaire answers'>
Contract automatisering

Export questionnaire answers

End-users can export their contracts' Q&A (options and) answers to an Excel sheet for review or editing. Optionally, this export may include all Q&A questions that were not asked during the questionnaire because of their conditionality.

1 januari 2017
Icon Contracts Admin Tooling 60 RoadmapSearch-replace-all'>
Admin

Search-replace-all

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. Where such change affects contract building blocks used in other templates, the search-replace-all will not perform the change-replace, unless the admin intentionally includes it.

1 december 2016
Contract Reporting Monitoring Icon RoadmapOptimise management and reporting of contract data'>
Rapportages en inzicht in statussen

Optimise management and reporting of contract data

It is possible to search all contract entries for certain historical data (or data ranges), and to create reports. First step towards complete contract management.

1 november 2016
Icon Contract Automation Weagree 60 RoadmapOwn dotx-file (own Word paragraph styles)'>
Contract automatisering

Own dotx-file (own Word paragraph styles)

Customers can use their own dotx-files (and dotm-files) for creating contracts. This includes the ability to add extra custom paragraph styles. Updating and managing dotx-files is possible, as well as identifying a default dotx-file.

1 oktober 2016
Icon Contract Automation Weagree 60 RoadmapConvert to project'>
Contract automatisering

Convert to project

If a contract entry is part of a larger project (with several connected questionnaires or linked Q&A), it is now possible to add that entry to the project.

1 september 2016
Icon Ai Automated Contract Review 60 RoadmapBusiness intelligence (BI) reporting'>
AI-tooling

Business intelligence (BI) reporting

Based on the answers given during questionnaire, end-users can create reports (and export such reports). The end-user has full flexibility in defining which contract data are to be reported and exported, including to define ranges of contract data. The reports show how internal policies are implemented, or how decision-making is reflected in the organisation's (first-draft) contracts. This functionality preceded later reporting tooling in relation to signed contracts.

1 augustus 2016
Icon Contract Automation Weagree 60 RoadmapQ&A-answers in contract headers and footers'>
Contract automatisering

Q&A-answers in contract headers and footers

Contract headers and footers (like the coverpage) are not part of a template. As contract house style components, they are managed as a separate modules. It is now possible to trigger Q&A-questions from within the headers and footers.

1 juli 2016
Icon Api Contracting Integrations 60 RoadmapUser access rights managed under single sign-on'>
API-integraties

User access rights managed under single sign-on

Flexibility in syncing user groups and user-access rights upon single sign-on access (sync Weagree with ADFS or Azure)

1 juli 2016
Icon Contract Automation Weagree 60 RoadmapHyperlinks in contract text'>
Contract automatisering

Hyperlinks in contract text

Insert clickable hyperlinks in contract text.

1 juni 2016
Icon Contracts Admin Tooling 60 RoadmapReassign contracts'>
Admin

Reassign contracts

The administrator can easily reassign all a user's contracts to another user, for example when the original owner is leaving the company or at least will no longer be using Weagree for the foreseeable future.

1 februari 2016
Icon Contract Automation Weagree 60 RoadmapCalculations and data validation'>
Contract automatisering

Calculations and data validation

Automatic calculations based on user-entered values during the questionnaire (both manual input and dropdown selections are permitted for the calculation formula). The calculation results can be directly inserted into the contract text or reused for follow-up questions. All common scientific calculater functions are supported. Examples of calculations include: annuity of loans, instalments, milestone payments (percentages of the principal fee), royalty calculations and license-related NRE-payments, conversion of currencies.

1 februari 2016
Icon Contract Approval Workflow 60 RoadmapTemplate-triggered approval workflows'>
Workflow

Template-triggered approval workflows

The default approver setting can be overridden on a template-by-template basis, by assigning another user as that template's approver.

1 januari 2016
Icon Contracts Admin Tooling 60 RoadmapOptimised clause library maintenance'>
Admin

Optimised clause library maintenance

Powerful contract know-how maintenance. Any local building block or contract clause in a template can now be immediately upgraded to global status, adding it to the clause library, rather than having to be manually inserted (from scratch or by duplication) into the library.

1 november 2015
Icon Contract Automation Weagree 60 RoadmapQ&A-upload of images'>
Contract automatisering

Q&A-upload of images

Users can upload an image during the questionnaire, to be inserted into the contract. Optionally, the admin can predefine the positioning and scaling of the images that will be uploaded by the end-user.

1 oktober 2015
Icon Contract Automation Weagree 60 RoadmapProjects (large and complex transactions)'>
Contract automatisering

Projects (large and complex transactions)

Transactions consisting of multiple contracts and documents can be linked together: Q&A-questions will be triggered once. For example, if the effective date of the transaction changes, it can be changed in one template and all underlying contract entries will be updated automatically. It is possible to collaborate, involve multiple persones in the project. Each person so involved will only be able to access such templates as their user group or authorisation level permits (but they may see which other templates are part of the project). Use cases: * A term sheet-Q&A reused for creating the definitive agreement (LMA, SPA, APA, JVA etc.); * A share purchase agreement and related agreement, have sets of closing documentation, a set for each of the target companies (eg. one SPA, with 80 subprojects consisting of PoA, shareholder resolution, board resolution, deed of pledge). * A master services agreement serves as umbrella for subsequently created SOWs (statement of work) which link up to the MSA; * Contract handover documentation: based on the transaction documentation, a tailored set of delivery documentation is created. * English-language Q&A-answers reused to create a version in another language.

1 augustus 2015
Icon Contracts Admin Tooling 60 RoadmapTemplate maintenance accelerator'>
Admin

Template maintenance accelerator

Accelerator for template-insertion work. All Q&A-elements of a template can now be managed in one single dialogue box. This split-off of the Q&A-elements from the template makes it possible to divide template insertion work between senior lawyers (Q&A formulation) and juniors (building the template). The Q&A-elements include question, answer options, default answer, explanatory notes, text inserted in case of 'no user-answer', Q&A-visibility based on authorisation level. With one click, the clause itself can be modified.

1 juni 2015
Icon Contract Automation Weagree 60 RoadmapIn-context global questions'>
Contract automatisering

In-context global questions

Global questions only need to be answered once to affect multiple parts of a template. It is now possible to delay such global question's appearance to where it has an effect on the contract text. This provides end-users context and improves understanding of the Q&A-question.

1 mei 2015
Icon Legal Entity Management 60 RoadmapRestricted ‘Own party’ entities access'>
Beheer van entiteiten (vennootschappen-register)

Restricted ‘Own party’ entities access

Entities in the party database designated as 'Own party' can be assigned to one or more user goups. This will hide them from users outside those user groups. Furthermore, only users with higher authorisation levels will be able to edit such entities.

1 mei 2015
Icon Api Contracting Integrations 60 RoadmapEffacts / Legisway (contract management) integration'>
API-integraties

Effacts / Legisway (contract management) integration

Initiate a contract from within Effacts (Legisway), fill the questionnaire in the Weagree Wizard with the data pushed along with initiating that contract, then complete the questionnaire. Or start the questionnaire within the Weagree Wizard, retrieve party details from Effacts / Legisway (to be filled in in the parties block, notices section and signature block and anywhere in the contract where contact details are relevant). In each case, export the generated contract and all contract data back to Effacts / Legisway.

1 april 2015
Icon Contracts Admin Tooling 60 RoadmapImport lookup lists'>
Admin

Import lookup lists

Lookup lists, for the easy creation or modification of long lists of answer options in the questionnaire or insertable text, can now be imported within seconds from Excel sheets.

1 april 2015
Icon Contracts Admin Tooling 60 RoadmapLogging on user activity'>
Admin

Logging on user activity

Logging on SSO (single sign-on), high-level user activity and approval workflow activity. (Forensic logging, so log-files only accessible with involvement of Weagree's software engineers.)

1 april 2015
Icon Contract Automation Weagree 60 RoadmapCross-references (advanced settings)'>
Contract automatisering

Cross-references (advanced settings)

We have made it possible to create cross-references with all possible formatting optionalities as also offered in Word. Cross-references cannot go wrong (and if a clause is not included, or an extra clause added, all cross-references are updated fully automatically).

1 april 2015
Icon Contract Automation Weagree 60 RoadmapForce user to answer a Q&A-question'>
Contract automatisering

Force user to answer a Q&A-question

Although prohibitive for an end-user. It is possible to impose that certain Q&A-questions are answered by the end-user.

1 maart 2015
Icon Contract Automation Weagree 60 RoadmapAnswer Q&A in schedules ‘annex-by-annex’'>
Contract automatisering

Answer Q&A in schedules ‘annex-by-annex’

Sometimes, a questionnaire is more digestable if Q&A-questions triggered in the contract's exhibits are answered schedule-by-schedule. Other times, schedules contain so few Q&A-questions that it is better to aggregate those. This can be configured per template.

1 maart 2015
Icon Contract Automation Weagree 60 RoadmapInclude tags and Q&A-answers in (other) Q&A-questions'>
Contract automatisering

Include tags and Q&A-answers in (other) Q&A-questions

Make the Q&A-formulations more personal by using user-entered values or party names.

1 februari 2015
Contract automatisering

Logout-functionaliteit

Logout is now possible.

1 februari 2015
Icon Contract Automation Weagree 60 RoadmapNumber formatting'>
Contract automatisering

Number formatting

All user-entered values can be formatted (thousand separators, truncation of decimals, decimal separator ( . or , )). The user can be forced to enter a correctly formatted value (input validation). This number formatting and validation improves consistency across contracts and enhances API integrations with external applications.

1 februari 2015
Icon Contract Automation Weagree 60 RoadmapAuthorisations-based filtering of Q&A-questions'>
Contract automatisering

Authorisations-based filtering of Q&A-questions

Questions (and answer options) in the questionnaire may be hidden for low-authorised users. The filtering permits a legal department top delegate contract creation to business managers (filtering out legal questions such as about applicable law or preferred dispute resolution). An admin will provide a default answer.

1 januari 2015
Icon Contract Automation Weagree 60 RoadmapColumns in contracts'>
Contract automatisering

Columns in contracts

Parts of a contract may be displayed in two or more columns.

1 november 2014
Icon Legal Entity Management 60 RoadmapImport parties'>
Beheer van entiteiten (vennootschappen-register)

Import parties

Users with a Lawyer licence can directly import parties and their details into Weagree in bulk via Excel sheets.

1 oktober 2014
Icon Contracts Admin Tooling 60 RoadmapMulti-language interface'>
Admin

Multi-language interface

Different translations for all links, buttons and explanatory texts in the Weagree Wizard's interface may be uploaded and managed. The user can switch between any available translation with a single click (note that this will not affect the language of contracts or templates and their questions).

1 juli 2014
Icon Api Contracting Integrations 60 RoadmapSAML and other SSO (single sign-on) options, including social login (LinkedIn, Azure, Outlook, ADFS)'>
API-integraties

SAML and other SSO (single sign-on) options, including social login (LinkedIn, Azure, Outlook, ADFS)

Weagree now supports SAML 2.0 for single sign-on authentication.

1 mei 2014
Icon Api Contracting Integrations 60 RoadmapSAP integration'>
API-integraties

SAP integration

Data integration with SAP. Permitting all sorts of data exchange with SAP.

1 april 2014
Icon Api Contracting Integrations 60 RoadmapFull API'>
API-integraties

Full API

Complete in-application API and API-functionalities. Weagree's API can push data to other applications, and pull data from external sources. The API is multi-targetted (export to multiple integrated applications) and multi-sourcing (import contract data from multiple sources in one contract entry). Implementation of several state-of-the-art API technologies.

1 april 2014
Icon Api Contracting Integrations 60 RoadmapBasic webservice for API integrations'>
API-integraties

Basic webservice for API integrations

Weagree has a basic webservice for future API integrations, allowing it to safely interface and exchange data with external services.

1 maart 2014
Icon Api Contracting Integrations 60 RoadmapSAML-LDAP authentication & user provisioning'>
API-integraties

SAML-LDAP authentication & user provisioning

Weagree supports SAML/LDAP for single sign-on authentication. Various settings are available to determine user authorisations for drafting contracts and generating documents.

1 februari 2014
Icon Contracts Admin Tooling 60 RoadmapLookup lists'>
Admin

Lookup lists

Large lists (tables) with multiple columns of related data can be inserted in Weagree for the automatic creation of long dropdown menus for questionnaires and the insertion of text into contracts. Lookup table fields may contain tags that trigger Q&A-questions.

1 februari 2014
Icon Contract Approval Workflow 60 RoadmapContract approval workflow (essentials)'>
Workflow

Contract approval workflow (essentials)

Depending on user authorisations, contract approvers may monitor the contracts assigned to - and collaborate with - their fellow approvers.

1 januari 2014
Icon Contract Automation Weagree 60 RoadmapTemplate access and user guidance'>
Contract automatisering

Template access and user guidance

Templates shown on the New contract page are filtered on the basis of user groups and user-authorisation level. Next to the template are (a) an information icon that guides the user to selecting the appropriate contract creation template, and (b) a downloadable PDF that may contain background information on the contract, instructions on how to deal with the contract. PDFs can be uploaded by the admin.

1 november 2013
Icon Contract Automation Weagree 60 RoadmapClause library insert during Q&A'>
Contract automatisering

Clause library insert during Q&A

During the questionnaire, authorised users can insert a clause-library clause into the contract entry. All cross-references will renumber automatically. Definitions used in the clause-library clause will be inserted (in alfabetical order) in the definitions article, schedules attached as schedule (and listed in the table of schedules).

1 juli 2013
Icon Contract Automation Weagree 60 RoadmapResponsive interface (Weagree on phones and tablets)'>
Contract automatisering

Responsive interface (Weagree on phones and tablets)

Renewal of the entire Weagree user interface, making it 'responsive' to tablets and smartphones (with screen-optimised swipe-in functionality).

1 juni 2013
Icon Contracts Admin Tooling 60 RoadmapHouse style management'>
Admin

House style management

Contract house styles are separate modules, organised and maintained centrally, and used for generating consistent contracts. Contract house styles address the layout of cover pages, contract headers and footers, styles to be included in the contract's table of contents and other document generation settings. It is possible to configure multiple house styles per portal, for example to account for different types of documents or different BU's of the company. Possibility to use one house style for various languages (making house style maintenance simple). Part of the house style settings is the option to determine whether a party is referred to by its shortname, or by a functional reference (e.g. Seller, Licensor, Purchaser). This functionality also makes it possible to use a clause-library clause both in a sales agreement (referring to Seller and Purchaser) and in a licence agreement (referring to Licensor and Licensee).

1 oktober 2012
Icon Contract Approval Workflow 60 RoadmapBasic approval workflows'>
Workflow

Basic approval workflows

Contract entries or individual end-users can be subjected to approval. The workflow functionality is included in the licence fees (approvers free of charge).

1 augustus 2012
Icon Contract Automation Weagree 60 RoadmapTables in contracts'>
Contract automatisering

Tables in contracts

Option to insert and tailor tables in contracts, picking up the look & feel defined by the customer.

1 juli 2012
Icon Contract Approval Workflow 60 RoadmapE-mail notifications'>
Workflow

E-mail notifications

Weagree can send e-mail notifications, including from the customer's e-mail domain.

1 april 2012
Icon Contract Automation Weagree 60 RoadmapPDF-only document generation'>
Contract automatisering

PDF-only document generation

Users may be restricted to generating contracts in PDF-format only rather than in Word-format.

1 juni 2011
Icon Legal Entity Management 60 RoadmapLegal entity types (and translation)'>
Beheer van entiteiten (vennootschappen-register)

Legal entity types (and translation)

In addition to the default entity types (which may be freely edited) available in the party database, it is possible to add more, customised entity types as well as translations for any of them.

1 juli 2010
Icon Contract Automation Weagree 60 RoadmapClausulebibliotheek'>
Contract automatisering

Clausulebibliotheek

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. Such clauses can be added to any template with just a few clicks, making it easy both to create new templates and to update them. Changing such a clause will have immediate effect in all templates where it appears, thus making template maintenance much easier and faster.

1 juni 2009
Icon Contracts Admin Tooling 60 RoadmapUser groups, authorisation levels and access rights'>
Admin

User groups, authorisation levels and access rights

All across the Weagree Wizard, user access and visibility of features are made dependent on a contracts-oriented and contracting-organisation-centered structure.

1 augustus 2008
Icon Legal Entity Management 60 RoadmapParty database'>
Beheer van entiteiten (vennootschappen-register)

Party database

Entities - both legal entities and individuals - and their basic details can be stored in Weagree's party database. This database is divided between 'own party' and 'other party' entities. It can be used to easily select parties to a contract and in doing so automatically insert all their relevant details in the appropriate places, such as the parties block and signature block.

1 april 2008
Icon Contract Automation Weagree 60 RoadmapPrototype ready'>
Contract automatisering

Prototype ready

In the course of 2007, we had a functioning prototype (nowadays aka MVP, minimum viable product) ready. This was immediately followed by the development of some seven required key functionalities: * The 'underwaterscreen' (in 2007 merely a contract viewer, not an editable WYSIWYG screen). * A basic clause library. * Weagree's own interface (old-school html) and contracts-oriented UX interaction design. * Support for international contracts (multi-lingual features). * The concept of 'global questions' preventing that Q&A-questions must be asked twice. * Technology preventing that a cross-reference can 'break'. * Technology ascertaining that definitions order alfabetically (and appear only if they are actually used in the contract).

1 juni 2007
Icon Contract Automation Weagree 60 RoadmapMVP specifications'>
Contract automatisering

MVP specifications

We started specifying what Weagree's contract assembly software must be on 28 March 2006.

28 maart 2006
Icon Contract Automation Weagree 60 RoadmapTracked changes in the realtime editor'>
Contract automatisering

Tracked changes in the realtime editor

In the realtime editor, guest users can be given the possibility to modify the contract text. Such changes are shown as tracked changes (insertions blue underlined, deleted text in red strikethrough); also the generated Word-document will contain this 'redlining'. The possibility to allow guest users to modify the contract text can be configured (e.g. based on authorisation level).

1 april 2021
Icon Contract Automation Weagree 60 RoadmapLarge transactions – Subproject recurrence'>
Contract automatisering

Large transactions – Subproject recurrence

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. For example, for companies involved in the transaction (beneficiary or pledgor under the credit, or acquired company in the takeover or investment) a sub-project will be created for each. Each such sub-project will contain templates for board resolution, shareholders resolution, deed of pledge and poer of attorney, preventing that Q&A questions are asked twice: with answers derived from umbrella-project level or from other templates in that sub-project.

1 februari 2021
Icon Contract Automation Weagree 60 RoadmapTemplate testing'>
Contract automatisering

Template testing

An admin can now generate an all-options contract version from the Weagree template (which includes all Q&A-options inline in the Word-document, indicating the type of Q&A-question and, if applicable, nesting any conditionally embedded Q&A-answer options). The testing user can switch to testing mode, which makes it possible after answering a Q&A, to one-click create a compare/redline version against this all-options-included document. This supports a long-existing template-insertion feature that enables senior legal counsel, in an intuitive manner, to review and modify Q&A formulations in tooling separate from admin-tooling. This split-off of template insertion frmo questionnaire-formulation makes implementation efficient.

1 september 2020
Icon Contract Automation Weagree 60 RoadmapCollaborative contracting – communication'>
Contract automatisering

Collaborative contracting – communication

Within the questionnaire, all stakeholders involved in the transaction can discuss any of the contract parameters. Such communications takes place inside the contract questionnaire (and relate to a Q&A-question and to a contract clause). A user involved in the transaction can simply invite another Weagree-user to join by typing their @name in a comment. All stakeholders automatically receive e-mail notifications. Communications are stored with the contract, will be kept with the CLM-managed contract once the contract is signed.

1 juni 2020
Icon Contract Automation Weagree 60 RoadmapOptimised maintenance of model contracts'>
Contract automatisering

Optimised maintenance of model contracts

Powerful contract know-how maintenance tooling. Providing feedback to template administrators or discussing the particularities of any contract with others via the questionnaire has been made easier. Next to each question and each paragraph in the realtime editor, a user can open a pop-up for submitting any comments. All users can provide feedback on the template and Q&A-questions. Feedback may include text proposals for the contract template. The admin can deploy the feedback or proposed text with only one click. No Post-Its keeping track of desired model contract improvements anymore! Furthermore, a Communications panel on the left side of the screen facilitates discussing commentary. All feedback items contain a direct link to the question or paragraph for quick and easy navigation.

1 juni 2020
Icon Contract Automation Weagree 60 RoadmapLarge-transactions management optimised'>
Contract automatisering

Large-transactions management optimised

For large, complex transactions (e.g. M&A, LMA-credit facility) it is now possible that the admin defines a complete project-template consisting of multiple linked contract templates. Upon initiating the transaction (project), the end-user answers basic project-level questions to activate or deactivate project-templates relevant to the project. All Q&A data fields in such contract templates can be linked to each other quickly and intuitively (and largely automated) across the project-template. The linking of Q&A data fields prevents that questions are being asked multiple times in the various contract templates. For example, if the closing date of a financing transaction is postponed by a week, the end-user updates this Q&A-question in one template and thereby in all linked contract templates.

1 maart 2020
Icon Contract Automation Weagree 60 RoadmapCustomised realtime editor'>
Contract automatisering

Customised realtime editor

Improved user-experience. The numbering and indentation of clauses as shown during the questionnaire in the realtime editor (WYSIWYG 'under-water-screen') can be customised and are matched with the numbering style of the applicable dotx-file.

1 februari 2020
Icon Contract Automation Weagree 60 RoadmapTemplate-defined access to party databases'>
Contract automatisering

Template-defined access to party databases

For law firms, as well as for intra-company templates, the parties can be retrieved from (and stored in) the party database identified on the template. This may be the own party's or the other party's database. For large transactions (projects for M&A or financing transactions), it is possible to keep the parties confidentially outside the entity management's party database.

1 september 2019
Icon Contract Automation Weagree 60 RoadmapAdvanced Q&A-conditionality and Q&A-features'>
Contract automatisering

Advanced Q&A-conditionality and Q&A-features

Optimisations of the end-user's questionnaire experience, to allow for more complex links between questions. This reduces the number of required questions, avoids redundancy, and allows irrelevant answer options to be hidden. Particularly useful for exceptionally complex and large transactions.

1 maart 2019
Icon Contract Automation Weagree 60 RoadmapCRM-data as Q&A-answer'>
Contract automatisering

CRM-data as Q&A-answer

Party-related data can be used to answer Q&A-questions. For example: * if the party is a man or a woman, the contract refers either to he and him, or to she and her; * a GmbH & Ko KG (limited partnership managed by a legal entity) results in including the managing party imn party block and signature block; * the contract refers to 'shareholders', 'members' or to 'partners' depending on whether the party is a company, an association or partnership, respectively.

1 februari 2019
Icon Contract Automation Weagree 60 RoadmapAdvanced filters, optimised search experience'>
Contract automatisering

Advanced filters, optimised search experience

Advanced options to search and monitor pending contracts, and create overviews or reports. Users can define a search-filter and convert it into a predefined search button. Where the search filter refers to a date in the past, over time, the defined date will move along. For example, a predefined button showing contracts older than two months, when clicked a year later, will display the then-two-months-old contracts.

1 januari 2019
Icon Contract Automation Weagree 60 RoadmapCollaborative contracting'>
Contract automatisering

Collaborative contracting

Improved user experience for accessing or picking up contracts of colleagues.

1 november 2018
Icon Contract Automation Weagree 60 RoadmapTables in contracts'>
Contract automatisering

Tables in contracts

Added various optimisations for inserting and organising tables in contracts (e.g. preventing table rows to break across the page or keeping tables together)

1 november 2018
Icon Contract Automation Weagree 60 RoadmapBatch contract creation'>
Contract automatisering

Batch contract creation

An answered Q&A can be exported (Excel), the given contract entry be multiplied. After updating the Q&A answers for the contract entries, the spreadsheet can be imported into the project. All contracts within a project (transaction) can be batch generated.

1 september 2018
Icon Contract Automation Weagree 60 RoadmapRussian language declension'>
Contract automatisering

Russian language declension

If a user enters a word to be used in multiple clauses, the Russian language declension module modifies such word for the applicable grammatical declension.

1 augustus 2018
Icon Contract Automation Weagree 60 RoadmapCalculating dates'>
Contract automatisering

Calculating dates

Possibility to calculate a date based on user-entered parameters (e.g. effective date plus contract duration).

1 augustus 2018
Icon Contract Automation Weagree 60 RoadmapOpen XML document generation'>
Contract automatisering

Open XML document generation

Replace document generation engine with open source solution. Substantial acceleration of generating any document.

1 december 2017
Icon Contract Automation Weagree 60 RoadmapRealtime (WYSIWYG) editor – upgrade'>
Contract automatisering

Realtime (WYSIWYG) editor – upgrade

The WYSIWYG contract previewer ('underwater screen') has been upgraded to allow authorised users to edit the preview contract text in realtime (while answering a questionnaire): * making the realtime editor detachable (popped out as a separate browser window) for scroll-along on a second monitor screen; * making clause numbering realistic (and making clause numbering styles configurable for admins); * highlighting Q&A-defined provisions; * making the realtime editor accessible on tablets and smartphones (swipe-in). The WYSIWYG editor will continue to scroll along with the questionnaire.

1 november 2017
Icon Contract Automation Weagree 60 RoadmapClause library categories and keywords'>
Contract automatisering

Clause library categories and keywords

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. The clause library already pre-filters clauses for the language of the template in which it is called upon.

1 mei 2017
Icon Contract Automation Weagree 60 RoadmapGuest user access'>
Contract automatisering

Guest user access

Every end-user can invite a guest user to answer to the questionnaire, including from outside the own organisation (suppliers, customers, partners or consultants). A guest user invitation grants that individual access to a single contract's questionnaire for further review and negotiation. For the time being, guest user accounts are free of charge.

1 april 2017
Icon Contract Automation Weagree 60 RoadmapExport usage-reports as Excel'>
Contract automatisering

Export usage-reports as Excel

With a single click, any overview of pending or approved contracts in Weagree can be directly exported to Excel for monitoring or evaluation purposes.

1 april 2017
Icon Contract Automation Weagree 60 RoadmapExport questionnaire answers'>
Contract automatisering

Export questionnaire answers

End-users can export their contracts' Q&A (options and) answers to an Excel sheet for review or editing. Optionally, this export may include all Q&A questions that were not asked during the questionnaire because of their conditionality.

1 januari 2017
Icon Contract Automation Weagree 60 RoadmapOwn dotx-file (own Word paragraph styles)'>
Contract automatisering

Own dotx-file (own Word paragraph styles)

Customers can use their own dotx-files (and dotm-files) for creating contracts. This includes the ability to add extra custom paragraph styles. Updating and managing dotx-files is possible, as well as identifying a default dotx-file.

1 oktober 2016
Icon Contract Automation Weagree 60 RoadmapConvert to project'>
Contract automatisering

Convert to project

If a contract entry is part of a larger project (with several connected questionnaires or linked Q&A), it is now possible to add that entry to the project.

1 september 2016
Icon Contract Automation Weagree 60 RoadmapQ&A-answers in contract headers and footers'>
Contract automatisering

Q&A-answers in contract headers and footers

Contract headers and footers (like the coverpage) are not part of a template. As contract house style components, they are managed as a separate modules. It is now possible to trigger Q&A-questions from within the headers and footers.

1 juli 2016
Icon Contract Automation Weagree 60 RoadmapHyperlinks in contract text'>
Contract automatisering

Hyperlinks in contract text

Insert clickable hyperlinks in contract text.

1 juni 2016
Icon Contract Automation Weagree 60 RoadmapCalculations and data validation'>
Contract automatisering

Calculations and data validation

Automatic calculations based on user-entered values during the questionnaire (both manual input and dropdown selections are permitted for the calculation formula). The calculation results can be directly inserted into the contract text or reused for follow-up questions. All common scientific calculater functions are supported. Examples of calculations include: annuity of loans, instalments, milestone payments (percentages of the principal fee), royalty calculations and license-related NRE-payments, conversion of currencies.

1 februari 2016
Icon Contract Automation Weagree 60 RoadmapQ&A-upload of images'>
Contract automatisering

Q&A-upload of images

Users can upload an image during the questionnaire, to be inserted into the contract. Optionally, the admin can predefine the positioning and scaling of the images that will be uploaded by the end-user.

1 oktober 2015
Icon Contract Automation Weagree 60 RoadmapProjects (large and complex transactions)'>
Contract automatisering

Projects (large and complex transactions)

Transactions consisting of multiple contracts and documents can be linked together: Q&A-questions will be triggered once. For example, if the effective date of the transaction changes, it can be changed in one template and all underlying contract entries will be updated automatically. It is possible to collaborate, involve multiple persones in the project. Each person so involved will only be able to access such templates as their user group or authorisation level permits (but they may see which other templates are part of the project). Use cases: * A term sheet-Q&A reused for creating the definitive agreement (LMA, SPA, APA, JVA etc.); * A share purchase agreement and related agreement, have sets of closing documentation, a set for each of the target companies (eg. one SPA, with 80 subprojects consisting of PoA, shareholder resolution, board resolution, deed of pledge). * A master services agreement serves as umbrella for subsequently created SOWs (statement of work) which link up to the MSA; * Contract handover documentation: based on the transaction documentation, a tailored set of delivery documentation is created. * English-language Q&A-answers reused to create a version in another language.

1 augustus 2015
Icon Contract Automation Weagree 60 RoadmapIn-context global questions'>
Contract automatisering

In-context global questions

Global questions only need to be answered once to affect multiple parts of a template. It is now possible to delay such global question's appearance to where it has an effect on the contract text. This provides end-users context and improves understanding of the Q&A-question.

1 mei 2015
Icon Contract Automation Weagree 60 RoadmapCross-references (advanced settings)'>
Contract automatisering

Cross-references (advanced settings)

We have made it possible to create cross-references with all possible formatting optionalities as also offered in Word. Cross-references cannot go wrong (and if a clause is not included, or an extra clause added, all cross-references are updated fully automatically).

1 april 2015
Icon Contract Automation Weagree 60 RoadmapForce user to answer a Q&A-question'>
Contract automatisering

Force user to answer a Q&A-question

Although prohibitive for an end-user. It is possible to impose that certain Q&A-questions are answered by the end-user.

1 maart 2015
Icon Contract Automation Weagree 60 RoadmapAnswer Q&A in schedules ‘annex-by-annex’'>
Contract automatisering

Answer Q&A in schedules ‘annex-by-annex’

Sometimes, a questionnaire is more digestable if Q&A-questions triggered in the contract's exhibits are answered schedule-by-schedule. Other times, schedules contain so few Q&A-questions that it is better to aggregate those. This can be configured per template.

1 maart 2015
Icon Contract Automation Weagree 60 RoadmapInclude tags and Q&A-answers in (other) Q&A-questions'>
Contract automatisering

Include tags and Q&A-answers in (other) Q&A-questions

Make the Q&A-formulations more personal by using user-entered values or party names.

1 februari 2015
Icon Contract Automation Weagree 60 RoadmapNumber formatting'>
Contract automatisering

Number formatting

All user-entered values can be formatted (thousand separators, truncation of decimals, decimal separator ( . or , )). The user can be forced to enter a correctly formatted value (input validation). This number formatting and validation improves consistency across contracts and enhances API integrations with external applications.

1 februari 2015
Icon Contract Automation Weagree 60 RoadmapAuthorisations-based filtering of Q&A-questions'>
Contract automatisering

Authorisations-based filtering of Q&A-questions

Questions (and answer options) in the questionnaire may be hidden for low-authorised users. The filtering permits a legal department top delegate contract creation to business managers (filtering out legal questions such as about applicable law or preferred dispute resolution). An admin will provide a default answer.

1 januari 2015
Icon Contract Automation Weagree 60 RoadmapColumns in contracts'>
Contract automatisering

Columns in contracts

Parts of a contract may be displayed in two or more columns.

1 november 2014
Icon Contract Automation Weagree 60 RoadmapTemplate access and user guidance'>
Contract automatisering

Template access and user guidance

Templates shown on the New contract page are filtered on the basis of user groups and user-authorisation level. Next to the template are (a) an information icon that guides the user to selecting the appropriate contract creation template, and (b) a downloadable PDF that may contain background information on the contract, instructions on how to deal with the contract. PDFs can be uploaded by the admin.

1 november 2013
Icon Contract Automation Weagree 60 RoadmapClause library insert during Q&A'>
Contract automatisering

Clause library insert during Q&A

During the questionnaire, authorised users can insert a clause-library clause into the contract entry. All cross-references will renumber automatically. Definitions used in the clause-library clause will be inserted (in alfabetical order) in the definitions article, schedules attached as schedule (and listed in the table of schedules).

1 juli 2013
Icon Contract Automation Weagree 60 RoadmapResponsive interface (Weagree on phones and tablets)'>
Contract automatisering

Responsive interface (Weagree on phones and tablets)

Renewal of the entire Weagree user interface, making it 'responsive' to tablets and smartphones (with screen-optimised swipe-in functionality).

1 juni 2013
Icon Contract Automation Weagree 60 RoadmapTables in contracts'>
Contract automatisering

Tables in contracts

Option to insert and tailor tables in contracts, picking up the look & feel defined by the customer.

1 juli 2012
Icon Contract Automation Weagree 60 RoadmapPDF-only document generation'>
Contract automatisering

PDF-only document generation

Users may be restricted to generating contracts in PDF-format only rather than in Word-format.

1 juni 2011
Icon Contract Automation Weagree 60 RoadmapClausulebibliotheek'>
Contract automatisering

Clausulebibliotheek

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. Such clauses can be added to any template with just a few clicks, making it easy both to create new templates and to update them. Changing such a clause will have immediate effect in all templates where it appears, thus making template maintenance much easier and faster.

1 juni 2009
Icon Contract Automation Weagree 60 RoadmapPrototype ready'>
Contract automatisering

Prototype ready

In the course of 2007, we had a functioning prototype (nowadays aka MVP, minimum viable product) ready. This was immediately followed by the development of some seven required key functionalities: * The 'underwaterscreen' (in 2007 merely a contract viewer, not an editable WYSIWYG screen). * A basic clause library. * Weagree's own interface (old-school html) and contracts-oriented UX interaction design. * Support for international contracts (multi-lingual features). * The concept of 'global questions' preventing that Q&A-questions must be asked twice. * Technology preventing that a cross-reference can 'break'. * Technology ascertaining that definitions order alfabetically (and appear only if they are actually used in the contract).

1 juni 2007
Icon Contract Automation Weagree 60 RoadmapMVP specifications'>
Contract automatisering

MVP specifications

We started specifying what Weagree's contract assembly software must be on 28 March 2006.

28 maart 2006
Icon Implementation Legal Tech 60 RoadmapIntuitive CLM: flexible buttons'>
Beheer van de levenscyclus van contracten

Intuitive CLM: flexible buttons

Improved and more actionable CLM (contract lifecycle management). While the Weagree CLM offers extraordinary features for searching and managing your signed contracts, several end-user actions can be automated and be made more actionable. Simple, frequently returning actions will be made easier, by creating buttons. Examples: * Show pending tasks (related to a selected contract), * Assign a task, * Notify stakeholders, * Change contract date, * Change persons and teams involved, * Change status (terminate or discontinue). The buttons will be made flexible: if the end-user does not want to see them, they can be moved onto the side-panel (the webpage's swipable panel that also contains widgets, guidance notes and wiki's). This will further increase the flexibility of the Weagree CLM, as it enables the admin to tailor the user experience (UX) to their role or corporate profile.

December 2021
Icon Implementation Legal Tech 60 RoadmapCLM migration (automated transfer)'>
Beheer van de levenscyclus van contracten

CLM migration (automated transfer)

Customers can import their existing (legacy) CLM, contract repository. The admin tooling determines what CLM-fields the imported database or spreadsheet contains, and permits the admin to map them to the correct Weagree CLM fields and the related CLM-data values. Excellent for importing contract databases from a different language. Imports from Effacts and Legisways work smoothly and intuitively.

1 augustus 2020
Icon Implementation Legal Tech 60 RoadmapContract numbers'>
Beheer van de levenscyclus van contracten

Contract numbers

Weagree can assign contract numbers to your contracts (both at contract creation stage and after signing). The contract number can be composed of elements such as year or date indicators.

1 mei 2020
Icon Implementation Legal Tech 60 RoadmapContract confidentiality'>
Beheer van de levenscyclus van contracten

Contract confidentiality

Individual contracts may be marked as confidential, rendering it invisible and inaccessible to all other users unless they have been specifically granted access by the contract's creator or granted superior authorisation.

1 april 2020
Icon Implementation Legal Tech 60 RoadmapDates and date calculations from contract'>
Beheer van de levenscyclus van contracten

Dates and date calculations from contract

If a contract (generated by using Weagree's contract creation) provides for certain calculated dates (i.e. calculated by applying a time period to another date), then each of such calculated date, time period and other date can be pushed from contract automation into Weagree's CLM.

1 november 2019
Icon Implementation Legal Tech 60 RoadmapFloating dates (amendments recalculated automatically)'>
Beheer van de levenscyclus van contracten

Floating dates (amendments recalculated automatically)

If a contract stipulates for deadlines and contract milestones to be calculated by reference to another contract deadline (e.g. starting date), such floating deadline will adjust automatically if either the referenced date or the related term change. Al CLM notifications for each such date adjust accordingly. For example, if a construction agreement determines that certain subprojects or materials are to be ordered 12 weeks before start of construction works, the ultimate order date is recalculated if either the starting date or the 12-weeks leadtime changes.

1 november 2019
Icon Implementation Legal Tech 60 RoadmapLogging of CLM modifications'>
Beheer van de levenscyclus van contracten

Logging of CLM modifications

Modifications of CLM contract data are made visible for CLM users (who are authorised to see such logging data), improving compliance and auditability.

1 november 2019
Icon Implementation Legal Tech 60 RoadmapGDPR register'>
Beheer van de levenscyclus van contracten

GDPR register

Weagree's contract lifecycle management can be configured to operate as a GDPR register, including reporting options. CLM-managed contracts can be configured to be erased after the retention period (on a per contract basis, retention periods can be adjusted).

1 april 2019
Icon Implementation Legal Tech 60 RoadmapEncryption: all contracts and documents stored encrypted'>
Beheer van de levenscyclus van contracten

Encryption: all contracts and documents stored encrypted

Encryption of all data and files, regardless of whether it relates to contract creation or contract repository.

1 februari 2019
Icon Implementation Legal Tech 60 RoadmapCLM-clause library'>
Beheer van de levenscyclus van contracten

CLM-clause library

CLM-managed contracts may contain particularities unforeseen in the admin-defined contract sheet. For that purpose (and for improved searcheability of the CLM), we have introduced clause library blocks that can be added to an individual CLM-managed contract.

1 januari 2019
Icon Implementation Legal Tech 60 RoadmapContract sheet layout UX optimisations'>
Beheer van de levenscyclus van contracten

Contract sheet layout UX optimisations

Improved visibility of CLM contract data.

1 januari 2019
Icon Implementation Legal Tech 60 RoadmapAdvanced filters, optimised search experience'>
Beheer van de levenscyclus van contracten

Advanced filters, optimised search experience

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 predefined search button. Where the search filter refers to a date or a timespan, over time, the defined date or timespan will move along. For example, a predefined filter for contracts that expire in the next two months, when clicked a year later, will display the then next-two-months-expirations.

1 januari 2019
Icon Implementation Legal Tech 60 RoadmapSearch filters / fields for tags'>
Beheer van de levenscyclus van contracten

Search filters / fields for tags

Simplification for end-users of search and filter options, making it more intuitive to find the right contract quickly.

1 december 2018
Icon Implementation Legal Tech 60 RoadmapStatus indicators'>
Beheer van de levenscyclus van contracten

Status indicators

The contract lifecycle management (CLM) contracts register contains a number of status indicators (grey, green, orange, red) to highlight urgency of required action.

1 december 2018
Icon Implementation Legal Tech 60 RoadmapNotifications for deadlines and expiry'>
Beheer van de levenscyclus van contracten

Notifications for deadlines and expiry

The contract lifecycle management (CLM) environment permits that date-fields are used to create notification triggers, to automatically send (one or multiple customised) e-mails in relation to key contract deadlines and expiration date. Default notifications are configured by the admin; end-users can manually finetune or define their own (contract-specific) notifications.

1 juli 2018
Icon Implementation Legal Tech 60 RoadmapContract repository'>
Beheer van de levenscyclus van contracten

Contract repository

Encrypted storage of all contracts, schedules and transaction-related files. Option to archive transaction-related files (incl. negotiation versions). Authorised users can access their colleagues' contract repository.

1 juni 2018
Icon Implementation Legal Tech 60 RoadmapContract lifecycle management (CLM)'>
Beheer van de levenscyclus van contracten

Contract lifecycle management (CLM)

Weagree's contract lifecycle management (CLM) permits users to fully manage both internally and externally generated contracts. Contract sheets, configured by the administrator, can differentiate between types of contract and required metadata. Metadata can be automatically inserted by creating a contract in Weagree, answering the questionnaire and then transferring it to the CLM. CLM-access rights distinguish read+write from read-only users. Implementation, if based on contract automation templates, takes only a few minutes. Users can create customisable reports and overviews on their managed contracts and CLM data fields. Users with the correct authorisations can also monitor their colleagues' managed contracts.

1 april 2018
Icon Implementation Legal Tech 60 RoadmapCustom e-mail look & feel'>
Beheer van de levenscyclus van contracten

Custom e-mail look & feel

Customers can upload or define their own look & feel applying to all notifications sent by the Weagree Wizard.

1 april 2018
Icon Implementation Legal Tech 60 RoadmapExtended logging (anticipating GDPR)'>
Beheer van de levenscyclus van contracten

Extended logging (anticipating GDPR)

Existing logging of user-interaction extended to all user-activity anywhere in Weagree. The logging reinforces compliance and auditability of CLM-managed contracts with strict GDPR..

1 februari 2018
Contract Negotiations Icon RoadmapTasks-Kanban adjusting realtime'>
Contract drafting diensten:

Tasks-Kanban adjusting realtime

The forthcoming Weagree Tasks and action centre will adjust realtime. Of course, as part of Weagree's action centre and to-do lists, end-users will have the possibility to drag-and-drop tasks across the action centre's Kanban (a board where columns signify the status of a task) from left to right: * Unscheduled tasks (on hold) * In progress * Do now * Awaiting input * Completed The end-user can switch Kanban-view into a table-view (also allowing to export a tasks overview). And, very exciting, all changes to a task will be visible realtime for all other users who are involved in that task. (So you can see the task-card being dragged-and-dropped by a colleague real time.) So yes, it is also possible that tasks are divided into subtasks and that several persons are involved in completing any (sub)task. Weagree's tasks and action centre is making all contracting work easier to oversee, manage and coordinate! We are very proud to be able to release this functionality in such a short timespan. Background: we have been using the same technology and features for our bug-reporting and functionality-development. It is mature, proven product, developed by our programmers over the past five or six years.

December 2021
Contract Negotiations Icon RoadmapActionable dashboard widgets'>
Contract drafting diensten:

Actionable dashboard widgets

The contract lifecycle management dashboard will be made extremely flexible and actionable: on their dashboard, end-users will be given the possibility to take frequently-undertaken action. This way, we aim at increasing the user-friendliness to the maximum. For example: * 1. the Weagree Widget showing the five most-recently active pending contracts, will not only allow the end-user to open the related (last-added) contract version (or go to the contract entry altogether), but also to e-sign it, to invite a guest user, and to register the contract into the Weagree CLM (contract repository); * 2. the Weagree Widget showing tasks will not only list the five upcoming tasks but also to create new tasks or to mark a task completed; * 3. the Weagree Widget showing the contracts that are pending workflow approval will enable the approver to approve or to reject with one click; * 4. there will be a Weagree Widget listing the contracts that are pending e-signing (status not-signed); * 5. there will be a Weagree Widget listing the contracts that have just been e-signed (status signed - as the completion of e-signing is automated, not manual); * 6. the Weagree Widget showing signed (CLM) contracts that require attention (status medium or high urgency) can be accessed with one click. We are making the Weagree dashboard widgets extremely actionable (and flexible): end-users will aslo be given the possibility to request Weagree to create other Weagree Widgets or the admin to create a tailored widget.

December 2021
Contract Negotiations Icon RoadmapUX (interaction design) upgrade'>
Contract drafting diensten:

UX (interaction design) upgrade

Aligning the interaction design more closely with the end-user's main courses of action. The introduction of the Task and action centre as well as the Dashboard demand an upgraded user experience. The top navigation will become more actionable, indicating the user's actions: * Dashboard, * To do (tasks), * Create contract, * Negotiate, * Register (signed contracts), * Search (CLM), * Analyse or report. Various existing functionalities that have been there for years become more prominent and easier to access. Searching and filtering the CLM repository becomes highly intuitive. The side panels (on smartphone and tablets the swipable) opening up additional functionality will be used more often, which reinforces consistency with Weagree's integrated automated contract review functionality.

December 2021
Contract Negotiations Icon RoadmapTasks and action centre'>
Contract drafting diensten:

Tasks and action centre

All notifications (from Weagree's CLM, entity management, workflows, contract-creation-related comments) will also result into a task. Users can also create tasks manually, and assign tasks to others in their user groups. The tasks view will be either a table overview or a kanban board (showing task statuses).

Oct/Nov 2021
Contract Negotiations Icon RoadmapE-signing preselects the right signatories'>
Contract drafting diensten:

E-signing preselects the right signatories

The e-signing plugins will be fully integrated with Weagree's entity management, allowing to preselect the signatories based on the corporate mandate policy adopted for the contract. The automatic preselection can either (i) further reduce the names of eligible e-signatories for the contract, based on their authorisation to represent and sign for a certain organisational unit (be it a Business Unit, a staff department such as HR or Legal), or (ii) extend the eligible e-signatories. This is an extension of the already available option that e-signatories are selected based on the legal entity that is a party to the agreement. Furthermore, Weagree's e-signing plugins are fully integrated, which means that the entire e-signing process can be initiated and monitored from within the Weagree Wizard (fully automatically).

June 2021
Contract Negotiations Icon RoadmapContract-negotiations version management'>
Contract drafting diensten:

Contract-negotiations version management

Improvement of Weagree's DMS (for managing contract negotiation versions).

1 oktober 2018
Contract Negotiations Icon RoadmapCreate track-changes (two clicks)'>
Contract drafting diensten:

Create track-changes (two clicks)

Create a compare (aka track-changes or redlining) between contract versions. The user selects the negotiation versions, Weagree suggests which is the 'original' and which the 'changed' version, the user identifies if the compare needs to be added to the repository (and may rename the suggested compare file-name), and clicks OK.

1 juni 2018
Contract Negotiations Icon RoadmapExpanded document management (DMS)'>
Contract drafting diensten:

Expanded document management (DMS)

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. Such files can be categorised (as schedule or annex, deal summary, transaction-related, party-related, draft version, notes etc.).

1 maart 2018
Icon Contract Approval Workflow 60 RoadmapApproval/rejection communications'>
Workflow

Approval/rejection communications

Approvers and submitters involved in a contract request can discuss the workflow approval alongside the Q&A: * ask the submitter about the scope and particularities of the business transaction, * express 'conditions' for giving approval, or * explain company priorities, risk management policies. The workflow-linked communication feature strengthens internal controls.

1 oktober 2020
Icon Contract Approval Workflow 60 RoadmapAdvanced approval workflows'>
Workflow

Advanced approval workflows

Approval workflows can now be fully tailored to suit the customer's risk management and internal controls, bringing Weagree in the top-20% of global workflow tooling. Workflow building blocks can be defined globally and applied locally (in a template or Q&A-question (Q&A-triggered workflows)), which accelerates implementation. Also, individual users can be subjected to approval. Workflows can be triggered by Q&A-answers (Q&A-driven workflows), operate parallel so that multiple people can review different parts of a contract simultaneously, or sequential to create a succession of approvals by different people. All stakeholders involved in the approval flow can discuss a request for approval (one-click access to the Q&A): ask the submitter for clarification, formulate conditions for approval, or explain rejection. Such communications are stored with the contract, but also reflected in automated e-mail notifications. The modular setup implies that workflows are composed dynamically (context and Q&A-driven). This prevents that countless context-specific workflows have to be defined and maintained. Configuring and deploying the workflows is a matter of minutes once the approval units (who approves what) and workflow building blocks have been defined.

1 augustus 2019
Icon Contract Approval Workflow 60 RoadmapTemplate-triggered approval workflows'>
Workflow

Template-triggered approval workflows

The default approver setting can be overridden on a template-by-template basis, by assigning another user as that template's approver.

1 januari 2016
Icon Contract Approval Workflow 60 RoadmapContract approval workflow (essentials)'>
Workflow

Contract approval workflow (essentials)

Depending on user authorisations, contract approvers may monitor the contracts assigned to - and collaborate with - their fellow approvers.

1 januari 2014
Icon Contract Approval Workflow 60 RoadmapBasic approval workflows'>
Workflow

Basic approval workflows

Contract entries or individual end-users can be subjected to approval. The workflow functionality is included in the licence fees (approvers free of charge).

1 augustus 2012
Icon Contract Approval Workflow 60 RoadmapE-mail notifications'>
Workflow

E-mail notifications

Weagree can send e-mail notifications, including from the customer's e-mail domain.

1 april 2012
Contract Reporting Monitoring Icon RoadmapVisual reporting dashboards'>
Rapportages en inzicht in statussen

Visual reporting dashboards

Introducing intuitive tooling for heads of legal and general counsel to create their contracts reporting and monitoring dashboards. The data is already there, it only needs to be unvealed visually. Insight in contract deadlines, team members' busyness, transaction progress is then visualised by graphs, charts, spring-pies and any other useful visual. The current reporting button will be used to create the visualisations.

Oct/Nov 2021
Contract Reporting Monitoring Icon RoadmapReporting on contracts and busyness'>
Rapportages en inzicht in statussen

Reporting on contracts and busyness

Improved reporting capabilities, permitting a head of legal or GC to oversee busyness of their team, individual workload, and to generate (exportable) reports. Visibility of team members' CLM-contracts is subject to preconfigured access authorisations.

1 januari 2019
Contract Reporting Monitoring Icon RoadmapOptimise management and reporting of contract data'>
Rapportages en inzicht in statussen

Optimise management and reporting of contract data

It is possible to search all contract entries for certain historical data (or data ranges), and to create reports. First step towards complete contract management.

1 november 2016
Contract Reporting Monitoring Icon RoadmapMonitoring pending transactions and busyness'>
Rapportages en inzicht in statussen

Monitoring pending transactions and busyness

Improved monitoring of pending transactions and collaborative contracting options (e.g. to step into a contract by a colleague). Subject to applicable access authorisations. Various search filters are available to quickly and effectively produce overviews of pending contracts and transactions. Routine queries can be assigned to custom buttons, so users will not have to manually set all filters again and again. Filters for contracts before or after a particular date can be saved as relative timeframes (e.g. 'the past two weeks' as opposed to 'date X to date Y').

1 januari 2019
Contract Reporting Monitoring Icon RoadmapDashboard reporting widgets'>
Rapportages en inzicht in statussen

Dashboard reporting widgets

With the introduction of a Dashboard and more advanced Contract analysis en soepel contract reporting tooling, we are also introducing visualised CLM reporting dashboard widgets (Weagree Widgets). Many contract data and reporting data can be visualised on either the general user dashboard, or on the analysis and reporting pages. This is a first series of countless Weagree Widgets that will follow. Indeeed, many of the pre-cooked widgets are a mere visualisation of already existing search-and-filter functionalities. This initial series of flexible Weagree Widgets can easily be customised and replicated for reporting period, named end-users, responsible user groups, contract types, contract data sheets, etc. The initial series of reporting widgets include: * Average contract value * Pending business transactions * Average time to signing * Average transaction cycle (time between generating first draft and signature) * Average internal fact-finding (time needed to complete a questionnaire) * Average time to approval * Expired or terminated contracts * Unfinished questionnaires * Recently active users * Completed contracts As indicated, there will be more Weagree Widgets. Also the end-user will be enabled to easily propose (or request) dashboard reporting widgets.

December 2021
Icon Ai Automated Contract Review 60 RoadmapBusiness intelligence (BI) reporting'>
AI-tooling

Business intelligence (BI) reporting

Based on the answers given during questionnaire, end-users can create reports (and export such reports). The end-user has full flexibility in defining which contract data are to be reported and exported, including to define ranges of contract data. The reports show how internal policies are implemented, or how decision-making is reflected in the organisation's (first-draft) contracts. This functionality preceded later reporting tooling in relation to signed contracts.

1 augustus 2016
Icon Legal Entity Management 60 RoadmapEntity management migration (automated)'>
Beheer van entiteiten (vennootschappen-register)

Entity management migration (automated)

Customer can import entity management data from other solutions such as Effacts / Legisway. But also from external CRMs.

1 september 2020
Icon Legal Entity Management 60 RoadmapEntities management and corporate housekeeping'>
Beheer van entiteiten (vennootschappen-register)

Entities management and corporate housekeeping

Full entity management and corporate housekeeping: complete administration per legal entity of managing directors, non-executive directors, shareholders and subsidiaries, org-chart (indicating shareholder percentages and MDs), constitutional documents (articles of association, deed of incorporation, bylaws, shareholders agreement), corporate certificates, corporate licences, permits, financial accounts, accountans letters, lawyers letters, ISO certifications (and whatever the admin may configure), also listing all contracts entered into by that legal entity. Overview of authorised representatives. Notifications in relation to all underlying documents (e.g. expiring of a director's copy-passport) are managed centrally. The entity management also applies in relation to the counterparties (suppliers' groups, customers' affiliates and business partners).

1 april 2020
Icon Legal Entity Management 60 RoadmapCustom CRM fields'>
Beheer van entiteiten (vennootschappen-register)

Custom CRM fields

Administrators can add fully customised edit-fields, date pickers and country lists to the list of party database fields. These custom fields can then be used in each template, if and when required.

1 september 2018
Icon Legal Entity Management 60 RoadmapRussian companies register lookup'>
Beheer van entiteiten (vennootschappen-register)

Russian companies register lookup

Users can look up the public commercial register for the correct company details, and Weagree imports the related company data (address, registration number etc.).

1 augustus 2018
Icon Legal Entity Management 60 RoadmapRestricted ‘Own party’ entities access'>
Beheer van entiteiten (vennootschappen-register)

Restricted ‘Own party’ entities access

Entities in the party database designated as 'Own party' can be assigned to one or more user goups. This will hide them from users outside those user groups. Furthermore, only users with higher authorisation levels will be able to edit such entities.

1 mei 2015
Icon Legal Entity Management 60 RoadmapImport parties'>
Beheer van entiteiten (vennootschappen-register)

Import parties

Users with a Lawyer licence can directly import parties and their details into Weagree in bulk via Excel sheets.

1 oktober 2014
Icon Legal Entity Management 60 RoadmapLegal entity types (and translation)'>
Beheer van entiteiten (vennootschappen-register)

Legal entity types (and translation)

In addition to the default entity types (which may be freely edited) available in the party database, it is possible to add more, customised entity types as well as translations for any of them.

1 juli 2010
Icon Legal Entity Management 60 RoadmapParty database'>
Beheer van entiteiten (vennootschappen-register)

Party database

Entities - both legal entities and individuals - and their basic details can be stored in Weagree's party database. This database is divided between 'own party' and 'other party' entities. It can be used to easily select parties to a contract and in doing so automatically insert all their relevant details in the appropriate places, such as the parties block and signature block.

1 april 2008
Icon Ai Automated Contract Review 60 RoadmapAutomated risk rating'>
AI-tooling

Automated risk rating

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'. The risk rating and assessment facilitates a quick oversight in the contractual pitfalls inherent to the received draft contract. Along with the automated contract analysis, every relevant provision is assigned a risk level, identifying the nature of the risk. The risk levels will force a decision whether a contract clause is acceptable or not: a provision as automatically reviewed is either in line with the corporate contracting policy, acceptable (but not the preferred option), unacceptable for introducing a high risk or exposure, or a deal breaker. This is visualised by using coloured dots in both the reviewed contract and the contract overview (enabling a contract portfolio analysis). If a certain contract provision was not automatically found in the contract, the contract field will be marked as a contract anomaly (red flag). The risks are assessed on the basis of the own contract position (e.g. customer, licensor, service provider, seller). The admin can define which types of risks are to be distinguished: on the admin dashboard, the types of risks can be defined (e.g. operational risk, financial risk, non-compliance with laws, non-compliance with GDPR, reputation risk, supply chain risks). For a congtract portfolio analysis, the end-user has the possibility to select which clauses are to be shown in the contracts portfolio overview; and the overview lists the contract (meta) data plus the risk colour indicator.

September 2021
Icon Ai Automated Contract Review 60 RoadmapAutomated contract review'>
AI-tooling

Automated contract review

AI-driven review of a third-party's first-draft contract. The imported contract is analysed fully automatically, and identifies: * Unacceptable contract clauses and provisions * Risk-increasing clauses and provisions * Missing (must-have) clauses. The imported contract will automatically be converted into a Weagree-template (with the look & feel of the uploaded contract). The reference basis for classifying all so-imported contract clauses and provisions will be the customer's own contract templates and classifications for the type of contract. User-friendly tooling facilitates the further machine learning (classification, subclassification, qualification for risks, and extraction of contract data). The Weagree Wizard will subsequently generate a tracked changes contract version in which manually and clause-library inserted provisions are tracked.

September 2021
Icon Ai Automated Contract Review 60 RoadmapAI-detect CLM contract data'>
AI-tooling

AI-detect CLM contract data

Imported contract will automatically be converted into text (OCR). In the imported contract, various types of data are recognised and tagged, fully automatically. Types of retrievable contract data include: party names, locations, countries (incl. applicable law), amounts, currencies, and dates (e.g. effective date, repayment date, delivery, expiry date). The values identified in the imported contract are linked to the eligible CLM fields (tooling will fully automatically identify the eligible CLM dates or amount-fields), and propose those to the end-user.

1 januari 2020
Icon Ai Automated Contract Review 60 RoadmapBusiness intelligence (BI) reporting'>
AI-tooling

Business intelligence (BI) reporting

Based on the answers given during questionnaire, end-users can create reports (and export such reports). The end-user has full flexibility in defining which contract data are to be reported and exported, including to define ranges of contract data. The reports show how internal policies are implemented, or how decision-making is reflected in the organisation's (first-draft) contracts. This functionality preceded later reporting tooling in relation to signed contracts.

1 augustus 2016
Icon Api Contracting Integrations 60 RoadmapDynamics CRM integration'>
API-integraties

Dynamics CRM integration

Weagree can import data from MS Dynamics to automatically fill the entity management's party database. Also party-related data can be synchronised between the Weagree CLM and Microsoft Dynamics CRM.

1 februari 2021
Icon Api Contracting Integrations 60 RoadmapSalesforce API integration'>
API-integraties

Salesforce API integration

Initiate a contract from within Salesforce, fill the questionnaire in the Weagree Wizard with the data pushed along with initiating that contract, then complete the questionnaire. Or start the questionnaire within the Weagree Wizard, retrieve party details from Salesforce, generate the contract, and export it (with additional contract data) to Salesforce.

1 januari 2021
Icon Api Contracting Integrations 60 RoadmapDocuSign integration'>
API-integraties

DocuSign integration

E-signing of all contracts and schedules can be initiated in the Weagree Wizard. Intermediate receipts (of opening, reading and signing) by either signatory is automatically handled by the Weagree Wizard. Returned esigned contracts are automatically stored with the correct contract entry. Contract entries are marked pending e-signing or e-signed. This plugin integration also supports other esignature solutions such as Adobe Sign and Evidos.

1 juli 2020
Icon Api Contracting Integrations 60 RoadmapEvidos e-signing plugin'>
API-integraties

Evidos e-signing plugin

We have created a plugin for Evidos' e-signature solution. The entire e-signing flow can be initiated and monitored from within Weagree.

1 oktober 2019
Icon Api Contracting Integrations 60 RoadmapSharePoint integration'>
API-integraties

SharePoint integration

Initiate a contract from within SharePoint, fill the questionnaire in the Weagree Wizard with the data pushed along with initiating that contract, then complete the questionnaire. In each case, export the generated contract and all contract data (back) to SharePoint.

1 maart 2019
Icon Api Contracting Integrations 60 RoadmapMendix API integration'>
API-integraties

Mendix API integration

Weagree can interface with and send generated documents and metadata to Mendix.

1 december 2018
Icon Api Contracting Integrations 60 RoadmapManual data export'>
API-integraties

Manual data export

Depending on authorisation, a user can manually decide when contract data is exported to an API-integrated external application.

1 november 2018
Icon Api Contracting Integrations 60 RoadmapSmashdocs integration'>
API-integraties

Smashdocs integration

Weagree can export generated contracts for further tailoring and negotiation in SMASHDOCs.

1 januari 2018
Icon Api Contracting Integrations 60 RoadmapUser access rights managed under single sign-on'>
API-integraties

User access rights managed under single sign-on

Flexibility in syncing user groups and user-access rights upon single sign-on access (sync Weagree with ADFS or Azure)

1 juli 2016
Icon Api Contracting Integrations 60 RoadmapEffacts / Legisway (contract management) integration'>
API-integraties

Effacts / Legisway (contract management) integration

Initiate a contract from within Effacts (Legisway), fill the questionnaire in the Weagree Wizard with the data pushed along with initiating that contract, then complete the questionnaire. Or start the questionnaire within the Weagree Wizard, retrieve party details from Effacts / Legisway (to be filled in in the parties block, notices section and signature block and anywhere in the contract where contact details are relevant). In each case, export the generated contract and all contract data back to Effacts / Legisway.

1 april 2015
Icon Api Contracting Integrations 60 RoadmapSAML and other SSO (single sign-on) options, including social login (LinkedIn, Azure, Outlook, ADFS)'>
API-integraties

SAML and other SSO (single sign-on) options, including social login (LinkedIn, Azure, Outlook, ADFS)

Weagree now supports SAML 2.0 for single sign-on authentication.

1 mei 2014
Icon Api Contracting Integrations 60 RoadmapSAP integration'>
API-integraties

SAP integration

Data integration with SAP. Permitting all sorts of data exchange with SAP.

1 april 2014
Icon Api Contracting Integrations 60 RoadmapFull API'>
API-integraties

Full API

Complete in-application API and API-functionalities. Weagree's API can push data to other applications, and pull data from external sources. The API is multi-targetted (export to multiple integrated applications) and multi-sourcing (import contract data from multiple sources in one contract entry). Implementation of several state-of-the-art API technologies.

1 april 2014
Icon Api Contracting Integrations 60 RoadmapBasic webservice for API integrations'>
API-integraties

Basic webservice for API integrations

Weagree has a basic webservice for future API integrations, allowing it to safely interface and exchange data with external services.

1 maart 2014
Icon Api Contracting Integrations 60 RoadmapSAML-LDAP authentication & user provisioning'>
API-integraties

SAML-LDAP authentication & user provisioning

Weagree supports SAML/LDAP for single sign-on authentication. Various settings are available to determine user authorisations for drafting contracts and generating documents.

1 februari 2014
Icon Contracts Admin Tooling 60 RoadmapAccelerated implementation (automated Word-import)'>
Admin

Accelerated implementation (automated Word-import)

Improved tooling for importing Word model contract templates: automated detection and assignment of clause levels. Definitions will automatically be stored in the definitions library, and schedules and annexes in the schedules library. Automated detection of pre-existing definitions (and removal). Clauses will be automatically assigned a clause name. Import includes tables. The tooling will also be used for 'automated contract review' (AI-driven review of the first-draft contract received from the other party).

2 mei 2021
Icon Contracts Admin Tooling 60 RoadmapVersioning templates (clause-level)'>
Admin

Versioning templates (clause-level)

Versioning of templates ascertains monitorability and continuation of contracts and contract data over time: every legacy template can be linked to a later template. Admins have version-management tooling to revert a clause or Q&A-question of a previous version.

1 maart 2021
Icon Contracts Admin Tooling 60 RoadmapExtra IT security measures'>
Admin

Extra IT security measures

We have added a low-level (ISO 27001-certified) data scanning service on all user-interaction. The scanning service detects suspicious user behaviour and performs certain extra security checks (in addition to the customary virus-scan, firewall and infrastructure monitoring). Our customers' data security is our highest priority.

1 december 2020
Icon Contracts Admin Tooling 60 RoadmapUser management (role-based access controls), flexible licence management'>
Admin

User management (role-based access controls), flexible licence management

Advanced user-management functionality: role-based access rights; user-rights depending on the end-user's function.

1 november 2020
Icon Contracts Admin Tooling 60 RoadmapSimplification e-mail texts'>
Admin

Simplification e-mail texts

Simplification of managing e-mail notification texts sent by Weagree (separating them for login/password, workflow, CLM, contract creation discussions, user feedback, etc.)

1 oktober 2018
Icon Contracts Admin Tooling 60 RoadmapCustom e-mail notifications'>
Admin

Custom e-mail notifications

The admin can create custom types of automated e-mail notifications, for the contract approval workflow and contract management deadlines. For example, tailored CLM notifications may range from alerts that a deadline is approaching (or has passed) to specific instructions for a particular type of project.

1 april 2018
Icon Contracts Admin Tooling 60 RoadmapLook & feel (Wizard portal) adjustable'>
Admin

Look & feel (Wizard portal) adjustable

The Weagree Wizard can be fully customised for all colours and text markup in the Weagree Wizard to reflect their company's house style as closely as possible.

1 juli 2017
Icon Contracts Admin Tooling 60 RoadmapWord-doc import tooling'>
Admin

Word-doc import tooling

Word-documents can be automatically imported to create the contract creation-template, automatically divided into building blocks and clauses corresponding to articles, sections and paragraphs in the contract, with the option to adjust paragraph styles during import. The implementation time required for inserting a template has become 75 percent shorter than the time required for ContractExpress, and 66 percent for HotDocs. Note: later improvements have increased Weagree's landslide competitive advantage in template-insertion time.

1 maart 2017
Icon Contracts Admin Tooling 60 RoadmapTemplate feedback via Q&A'>
Admin

Template feedback via Q&A

From within the questionnaire, end-users can give feedback on the contract template text or the Q&A-questions or answer options. Such feedback can be qualified (e.g. typos, comprehensibility of a question, completeness of answer options, whether the contract text is up-to-date re. corporate policies, and laws or regulations). The feedback is collected on the admin page where administrators can update the template or Q&A with only one click.

1 februari 2017
Icon Contracts Admin Tooling 60 RoadmapSearch-replace-all'>
Admin

Search-replace-all

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. Where such change affects contract building blocks used in other templates, the search-replace-all will not perform the change-replace, unless the admin intentionally includes it.

1 december 2016
Icon Contracts Admin Tooling 60 RoadmapReassign contracts'>
Admin

Reassign contracts

The administrator can easily reassign all a user's contracts to another user, for example when the original owner is leaving the company or at least will no longer be using Weagree for the foreseeable future.

1 februari 2016
Icon Contracts Admin Tooling 60 RoadmapOptimised clause library maintenance'>
Admin

Optimised clause library maintenance

Powerful contract know-how maintenance. Any local building block or contract clause in a template can now be immediately upgraded to global status, adding it to the clause library, rather than having to be manually inserted (from scratch or by duplication) into the library.

1 november 2015
Icon Contracts Admin Tooling 60 RoadmapTemplate maintenance accelerator'>
Admin

Template maintenance accelerator

Accelerator for template-insertion work. All Q&A-elements of a template can now be managed in one single dialogue box. This split-off of the Q&A-elements from the template makes it possible to divide template insertion work between senior lawyers (Q&A formulation) and juniors (building the template). The Q&A-elements include question, answer options, default answer, explanatory notes, text inserted in case of 'no user-answer', Q&A-visibility based on authorisation level. With one click, the clause itself can be modified.

1 juni 2015
Icon Contracts Admin Tooling 60 RoadmapImport lookup lists'>
Admin

Import lookup lists

Lookup lists, for the easy creation or modification of long lists of answer options in the questionnaire or insertable text, can now be imported within seconds from Excel sheets.

1 april 2015
Icon Contracts Admin Tooling 60 RoadmapLogging on user activity'>
Admin

Logging on user activity

Logging on SSO (single sign-on), high-level user activity and approval workflow activity. (Forensic logging, so log-files only accessible with involvement of Weagree's software engineers.)

1 april 2015
Icon Contracts Admin Tooling 60 RoadmapMulti-language interface'>
Admin

Multi-language interface

Different translations for all links, buttons and explanatory texts in the Weagree Wizard's interface may be uploaded and managed. The user can switch between any available translation with a single click (note that this will not affect the language of contracts or templates and their questions).

1 juli 2014
Icon Contracts Admin Tooling 60 RoadmapLookup lists'>
Admin

Lookup lists

Large lists (tables) with multiple columns of related data can be inserted in Weagree for the automatic creation of long dropdown menus for questionnaires and the insertion of text into contracts. Lookup table fields may contain tags that trigger Q&A-questions.

1 februari 2014
Icon Contracts Admin Tooling 60 RoadmapHouse style management'>
Admin

House style management

Contract house styles are separate modules, organised and maintained centrally, and used for generating consistent contracts. Contract house styles address the layout of cover pages, contract headers and footers, styles to be included in the contract's table of contents and other document generation settings. It is possible to configure multiple house styles per portal, for example to account for different types of documents or different BU's of the company. Possibility to use one house style for various languages (making house style maintenance simple). Part of the house style settings is the option to determine whether a party is referred to by its shortname, or by a functional reference (e.g. Seller, Licensor, Purchaser). This functionality also makes it possible to use a clause-library clause both in a sales agreement (referring to Seller and Purchaser) and in a licence agreement (referring to Licensor and Licensee).

1 oktober 2012
Icon Contracts Admin Tooling 60 RoadmapUser groups, authorisation levels and access rights'>
Admin

User groups, authorisation levels and access rights

All across the Weagree Wizard, user access and visibility of features are made dependent on a contracts-oriented and contracting-organisation-centered structure.

1 augustus 2008

Terms of Use

I hereby accept (or reconfirm my acceptance of) Weagree’ Terms of use, in which: