Our roadmap

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 automation
  • CLM
  • DMS workspace
  • Workflow
  • Reporting and monitoring
  • Entity management
  • AI tooling
  • API integrations
  • Admin
Visual Reporting Dashboards
Reporting and monitoring

Visual reporting dashboards

Introducing intuitive tooling for heads of legal and general counsel to create their contracts reporting and monitoring dashboards. 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.

September 2021
Tasks And Action Centre
Weagree Workspace

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).

August 2021
E-Signing Preselects The Right Signatories
Weagree Workspace

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).

July 2021
Automated Contract Review
AI-tooling

Automated contract review

AI-driven review a third-party's first-draft contract. The contract will be converted into a Weagree-template (with the look & feel of the uploaded contract). The contract is analysed fully automatically, and identifies: * Unacceptable contract clauses and provisions * Risk-increasing clauses and provisions * Missing (must-have) clauses. 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.

10 May 2021
Accelerated 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 May 2021
Tracked Changes In The Realtime Editor
Contract automation

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
Versioning 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 March 2021
Dynamics Crm Integration
API integrations

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 February 2021
Large Transactions – Subproject Recurrence
Contract automation

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 February 2021
Salesforce Api Integration
API integrations

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 January 2021
Extra 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
User 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
Approval/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 October 2020
Template Testing
Contract automation

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
Entity Management Migration (Automated)
Entity management

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
Clm Migration (Automated Transfer)
Contract lifecycle management

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 August 2020
Docusign Integration
API integrations

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 July 2020
Collaborative Contracting – Communication
Contract automation

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 June 2020
Optimised Maintenance Of Model Contracts
Contract automation

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 June 2020
Contract Numbers
Contract lifecycle management

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 May 2020
Contract Confidentiality
Contract lifecycle management

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
Entities Management And Corporate Housekeeping
Entity management

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
Large-Transactions Management Optimised
Contract automation

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 March 2020
Customised Realtime Editor
Contract automation

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 February 2020
Ai-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 January 2020
Dates And Date Calculations From Contract
Contract lifecycle management

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
Floating Dates (Amendments Recalculated Automatically)
Contract lifecycle management

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
Logging Of Clm Modifications
Contract lifecycle management

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
Evidos E-Signing Plugin
API integrations

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 October 2019
Template-Defined Access To Party Databases
Contract automation

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
Advanced 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 August 2019
Gdpr Register
Contract lifecycle management

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
Advanced Q&A-Conditionality And Q&A-Features
Contract automation

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 March 2019
Sharepoint Integration
API integrations

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 March 2019
Encryption: All Contracts And Documents Stored Encrypted
Contract lifecycle management

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 February 2019
Crm-Data As Q&A-Answer
Contract automation

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 February 2019
Clm-Clause Library
Contract lifecycle management

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 January 2019
Contract Sheet Layout Ux Optimisations
Contract lifecycle management

Contract sheet layout UX optimisations

Improved visibility of CLM contract data.

1 January 2019
Advanced Filters, Optimised Search Experience
Contract automation

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 January 2019
Advanced Filters, Optimised Search Experience
Contract lifecycle management

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 January 2019
Reporting On Contracts And Busyness
Reporting and monitoring

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 January 2019
Monitoring Pending Transactions And Busyness
Reporting and monitoring

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 January 2019
Mendix Api Integration
API integrations

Mendix API integration

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

1 December 2018
Search Filters / Fields For Tags
Contract lifecycle management

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
Status Indicators
Contract lifecycle management

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
Collaborative Contracting
Contract automation

Collaborative contracting

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

1 November 2018
Tables In Contracts
Contract automation

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
Manual Data Export
API integrations

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 Version Management
Weagree Workspace

Contract-negotiations version management

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

1 October 2018
Simplification 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 October 2018
Batch Contract Creation
Contract automation

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
Custom Crm Fields
Entity management

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
Russian Companies Register Lookup
Entity management

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 August 2018
Russian Language Declension
Contract automation

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 August 2018
Calculating Dates
Contract automation

Calculating dates

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

1 August 2018
Notifications For Deadlines And Expiry
Contract lifecycle management

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 July 2018
Contract Repository
Contract lifecycle management

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 June 2018
Create Track-Changes (Two Clicks)
Weagree Workspace

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 June 2018
Custom 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
Contract Lifecycle Management (Clm)
Contract lifecycle management

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
Custom E-Mail Look & Feel
Contract lifecycle management

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
Expanded Document Management (Dms)
Weagree Workspace

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 March 2018
Extended Logging (Anticipating Gdpr)
Contract lifecycle management

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 February 2018
Smashdocs Integration
API integrations

Smashdocs integration

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

1 January 2018
Open Xml Document Generation
Contract automation

Open XML document generation

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

1 December 2017
Realtime (Wysiwyg) Editor – Upgrade
Contract automation

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
Look & 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 July 2017
Clause Library Categories And Keywords
Contract automation

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 May 2017
Guest User Access
Contract automation

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
Export Usage-Reports As Excel
Contract automation

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
Word-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 March 2017
Template 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 February 2017
Export Questionnaire Answers
Contract automation

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 January 2017
Search-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
Optimise Management And Reporting Of Contract Data
Reporting and monitoring

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
Own Dotx-File (Own Word Paragraph Styles)
Contract automation

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 October 2016
Convert To Project
Contract automation

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
Business 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 August 2016
Q&A-Answers In Contract Headers And Footers
Contract automation

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 July 2016
User Access Rights Managed Under Single Sign-On
API integrations

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 July 2016
Hyperlinks In Contract Text
Contract automation

Hyperlinks in contract text

Insert clickable hyperlinks in contract text.

1 June 2016
Reassign 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 February 2016
Calculations And Data Validation
Contract automation

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 February 2016
Template-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 January 2016
Optimised 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
Q&A-Upload Of Images
Contract automation

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 October 2015
Projects (Large And Complex Transactions)
Contract automation

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 August 2015
Template 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 June 2015
In-Context Global Questions
Contract automation

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 May 2015
Restricted ‘Own Party’ Entities Access
Entity management

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 May 2015
Effacts / Legisway (Contract Management) Integration
API integrations

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
Import 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
Logging 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
Cross-References (Advanced Settings)
Contract automation

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
Force User To Answer A Q&A-Question
Contract automation

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 March 2015
Answer Q&A In Schedules ‘Annex-By-Annex’
Contract automation

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 March 2015
Include Tags And Q&A-Answers In (Other) Q&A-Questions
Contract automation

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 February 2015
Contract automation

Logout-functionaliteit

Logout is now possible.

1 February 2015
Number Formatting
Contract automation

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 February 2015
Authorisations-Based Filtering Of Q&A-Questions
Contract automation

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 January 2015
Columns In Contracts
Contract automation

Columns in contracts

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

1 November 2014
Import Parties
Entity management

Import parties

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

1 October 2014
Multi-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 July 2014
Saml And Other Sso (Single Sign-On) Options, Including Social Login (Linkedin, Azure, Outlook, Adfs)
API integrations

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 May 2014
Sap Integration
API integrations

SAP integration

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

1 April 2014
Full Api
API integrations

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
Basic Webservice For Api Integrations
API integrations

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 March 2014
Saml-Ldap Authentication & User Provisioning
API integrations

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 February 2014
Lookup 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 February 2014
Contract 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 January 2014
Template Access And User Guidance
Contract automation

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
Clause Library Insert During Q&A
Contract automation

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 July 2013
Responsive Interface (Weagree On Phones And Tablets)
Contract automation

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 June 2013
House 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 October 2012
Basic 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 August 2012
Tables In Contracts
Contract automation

Tables in contracts

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

1 July 2012
E-Mail Notifications
Workflow

E-mail notifications

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

1 April 2012
Pdf-Only Document Generation
Contract automation

PDF-only document generation

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

1 June 2011
Legal Entity Types (And Translation)
Entity management

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 July 2010
Clause Library
Contract automation

Clause library

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 June 2009
User 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 August 2008
Party Database
Entity management

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
Prototype Ready
Contract automation

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 June 2007
Mvp Specifications
Contract automation

MVP specifications

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

28 March 2006
Tracked Changes In The Realtime Editor
Contract automation

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
Large Transactions – Subproject Recurrence
Contract automation

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 February 2021
Template Testing
Contract automation

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
Collaborative Contracting – Communication
Contract automation

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 June 2020
Optimised Maintenance Of Model Contracts
Contract automation

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 June 2020
Large-Transactions Management Optimised
Contract automation

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 March 2020
Customised Realtime Editor
Contract automation

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 February 2020
Template-Defined Access To Party Databases
Contract automation

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
Advanced Q&A-Conditionality And Q&A-Features
Contract automation

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 March 2019
Crm-Data As Q&A-Answer
Contract automation

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 February 2019
Advanced Filters, Optimised Search Experience
Contract automation

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 January 2019
Collaborative Contracting
Contract automation

Collaborative contracting

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

1 November 2018
Tables In Contracts
Contract automation

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
Batch Contract Creation
Contract automation

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
Russian Language Declension
Contract automation

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 August 2018
Calculating Dates
Contract automation

Calculating dates

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

1 August 2018
Open Xml Document Generation
Contract automation

Open XML document generation

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

1 December 2017
Realtime (Wysiwyg) Editor – Upgrade
Contract automation

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
Clause Library Categories And Keywords
Contract automation

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 May 2017
Guest User Access
Contract automation

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
Export Usage-Reports As Excel
Contract automation

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
Export Questionnaire Answers
Contract automation

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 January 2017
Own Dotx-File (Own Word Paragraph Styles)
Contract automation

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 October 2016
Convert To Project
Contract automation

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
Q&A-Answers In Contract Headers And Footers
Contract automation

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 July 2016
Hyperlinks In Contract Text
Contract automation

Hyperlinks in contract text

Insert clickable hyperlinks in contract text.

1 June 2016
Calculations And Data Validation
Contract automation

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 February 2016
Q&A-Upload Of Images
Contract automation

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 October 2015
Projects (Large And Complex Transactions)
Contract automation

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 August 2015
In-Context Global Questions
Contract automation

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 May 2015
Cross-References (Advanced Settings)
Contract automation

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
Force User To Answer A Q&A-Question
Contract automation

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 March 2015
Answer Q&A In Schedules ‘Annex-By-Annex’
Contract automation

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 March 2015
Include Tags And Q&A-Answers In (Other) Q&A-Questions
Contract automation

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 February 2015
Number Formatting
Contract automation

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 February 2015
Authorisations-Based Filtering Of Q&A-Questions
Contract automation

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 January 2015
Columns In Contracts
Contract automation

Columns in contracts

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

1 November 2014
Template Access And User Guidance
Contract automation

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
Clause Library Insert During Q&A
Contract automation

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 July 2013
Responsive Interface (Weagree On Phones And Tablets)
Contract automation

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 June 2013
Tables In Contracts
Contract automation

Tables in contracts

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

1 July 2012
Pdf-Only Document Generation
Contract automation

PDF-only document generation

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

1 June 2011
Clause Library
Contract automation

Clause library

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 June 2009
Prototype Ready
Contract automation

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 June 2007
Mvp Specifications
Contract automation

MVP specifications

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

28 March 2006
Clm Migration (Automated Transfer)
Contract lifecycle management

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 August 2020
Contract Numbers
Contract lifecycle management

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 May 2020
Contract Confidentiality
Contract lifecycle management

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
Dates And Date Calculations From Contract
Contract lifecycle management

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
Floating Dates (Amendments Recalculated Automatically)
Contract lifecycle management

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
Logging Of Clm Modifications
Contract lifecycle management

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
Gdpr Register
Contract lifecycle management

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
Encryption: All Contracts And Documents Stored Encrypted
Contract lifecycle management

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 February 2019
Clm-Clause Library
Contract lifecycle management

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 January 2019
Contract Sheet Layout Ux Optimisations
Contract lifecycle management

Contract sheet layout UX optimisations

Improved visibility of CLM contract data.

1 January 2019
Advanced Filters, Optimised Search Experience
Contract lifecycle management

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 January 2019
Search Filters / Fields For Tags
Contract lifecycle management

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
Status Indicators
Contract lifecycle management

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
Notifications For Deadlines And Expiry
Contract lifecycle management

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 July 2018
Contract Repository
Contract lifecycle management

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 June 2018
Contract Lifecycle Management (Clm)
Contract lifecycle management

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
Custom E-Mail Look & Feel
Contract lifecycle management

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
Extended Logging (Anticipating Gdpr)
Contract lifecycle management

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 February 2018
Tasks And Action Centre
Weagree Workspace

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).

August 2021
E-Signing Preselects The Right Signatories
Weagree Workspace

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).

July 2021
Contract-Negotiations Version Management
Weagree Workspace

Contract-negotiations version management

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

1 October 2018
Create Track-Changes (Two Clicks)
Weagree Workspace

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 June 2018
Expanded Document Management (Dms)
Weagree Workspace

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 March 2018
Approval/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 October 2020
Advanced 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 August 2019
Template-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 January 2016
Contract 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 January 2014
Basic 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 August 2012
E-Mail Notifications
Workflow

E-mail notifications

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

1 April 2012
Visual Reporting Dashboards
Reporting and monitoring

Visual reporting dashboards

Introducing intuitive tooling for heads of legal and general counsel to create their contracts reporting and monitoring dashboards. 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.

September 2021
Reporting On Contracts And Busyness
Reporting and monitoring

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 January 2019
Optimise Management And Reporting Of Contract Data
Reporting and monitoring

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
Monitoring Pending Transactions And Busyness
Reporting and monitoring

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 January 2019
Business 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 August 2016
Entity Management Migration (Automated)
Entity management

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
Entities Management And Corporate Housekeeping
Entity management

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
Custom Crm Fields
Entity management

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
Russian Companies Register Lookup
Entity management

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 August 2018
Restricted ‘Own Party’ Entities Access
Entity management

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 May 2015
Import Parties
Entity management

Import parties

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

1 October 2014
Legal Entity Types (And Translation)
Entity management

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 July 2010
Party Database
Entity management

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
Automated Contract Review
AI-tooling

Automated contract review

AI-driven review a third-party's first-draft contract. The contract will be converted into a Weagree-template (with the look & feel of the uploaded contract). The contract is analysed fully automatically, and identifies: * Unacceptable contract clauses and provisions * Risk-increasing clauses and provisions * Missing (must-have) clauses. 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.

10 May 2021
Ai-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 January 2020
Business 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 August 2016
Dynamics Crm Integration
API integrations

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 February 2021
Salesforce Api Integration
API integrations

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 January 2021
Docusign Integration
API integrations

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 July 2020
Evidos E-Signing Plugin
API integrations

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 October 2019
Sharepoint Integration
API integrations

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 March 2019
Mendix Api Integration
API integrations

Mendix API integration

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

1 December 2018
Manual Data Export
API integrations

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
Smashdocs Integration
API integrations

Smashdocs integration

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

1 January 2018
User Access Rights Managed Under Single Sign-On
API integrations

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 July 2016
Effacts / Legisway (Contract Management) Integration
API integrations

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
Saml And Other Sso (Single Sign-On) Options, Including Social Login (Linkedin, Azure, Outlook, Adfs)
API integrations

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 May 2014
Sap Integration
API integrations

SAP integration

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

1 April 2014
Full Api
API integrations

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
Basic Webservice For Api Integrations
API integrations

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 March 2014
Saml-Ldap Authentication & User Provisioning
API integrations

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 February 2014
Accelerated 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 May 2021
Versioning 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 March 2021
Extra 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
User 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
Simplification 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 October 2018
Custom 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
Look & 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 July 2017
Word-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 March 2017
Template 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 February 2017
Search-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
Reassign 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 February 2016
Optimised 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
Template 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 June 2015
Import 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
Logging 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
Multi-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 July 2014
Lookup 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 February 2014
House 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 October 2012
User 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 August 2008

Terms of Use

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