End-to-end contracting roadmap

We have added various collaborative contracting features: functionalities that make collaboration with colleagues and other stakeholders in a transaction easier. Read more

We have added various collaborative contracting features: functionalities that make collaboration with colleagues and other stakeholders in a transaction easier. First of all, this relates to involving colleagues. The little balloon-buttons enabling a user to discuss the relevance, applicability of precise scope of a contract clause can now be changed in colour (those balloons next to each contract clause in the realtime editor, as well as next to each Q&A-question). It makes the functionality to collaborate more prominent to users. In the questionnaire, it is now visible who is responsible for the template, which makes it easier to contact that person. Of course, these are minor additions to the elaborate collaborative-contracting features. Read less

We added the possibility to send automated notifications of tasks pending in connection with a contract. Once the due date for completing a task approaches, Weagree will send the assignee of the task Read more

The CLM already provided for advanced notifications and email alerts (whether preconfigured by the admin or tailored by a careful contract manager). We have added the possibility to send automated notifications in connection with contract tasks. Once the due date for completing a task approaches, Weagree will send the assignee of the task (or any other person identified for this purpose) an email reminding them that their input is required.

Configuring the notifications on tasks works the way it does in connection with CLM-managed contracts: enabling the admmin to set certain defaults (for less careful users, and for accurate and careful user the possibility to configure contract task-specific notifications). To prevent an overflow of emails, like all Weagree notifications, individual users are able to set their preference for receiving Weagree notifications: as the tasks becomes due, or in the daily Weagree notifications summary report. Read less

While an integration with Salesforce-Weagree was already possible, ease-of-integrating Weagree with Salesforce, now includes the possibility to synchronise Weagree lookup-tables with data available across Salesforce Read more

While an integration with Salesforce-Weagree was already possible, we have added features to improve the ease-of-integrating Weagree with Salesforce. The latest feature includes the possibility to synchronise Weagree lookup-tables with data available across Salesforce. (A lookup table is a list with products, services or other data, of which usually the first table column is shown as dropdown in the Q&A, and upon selecting one value the relevant metadata related to it will be dragged along into the generated contract). Read less

Now that every transaction (project of linked contracts) has a project-dedicated transaction tasks Kanban, we have also introduced contract tasks Read more

Now that every transaction (project of linked contracts) has a project-dedicated transaction tasks Kanban, we have also introduced contract tasks Kanbans specifically dedicated to a particular contract entry. The contract tasks and the Kanban appear automatically alongside the contract properties. This contract tasks Kanban enables a contract owner or other internal stakeholder involved, to create and oversee tasks related to that specific contract. Obviously, all tasks will show up on the tasks Kanban, regardless of whether the tasks were triggered automatically (in connection with a contracting-stage step) or were created manually. Read less

Upgrades to Weagree's already extensive integrated legal entity management, the upgrade matches legal entity management best practices! Read more

We are introducing various upgrades to Weagree's CLM-integrated legal entity management (and org chart) functionality. While Weagree's current entity management offers everything a legal department may wish, we have seen that user-friendliness can be improved. Upgrade relates to notifications, automated Kanban tasks, improved UX: legal entity management best practices!

The upgrade will include automated notifications for the legal entity-related deadlines and expiry dates, as well as user-defined notifications. Think of copy-passport expiry, appointment-renewal or retirement dates of managing directors, NEDs and other authorised representatives, as well as notifications in relation to expiring certificates, annual accounts-upload or whatever notification users may define. Wherever a deadline, renewal or expiry is approaching and notified, also a task will automatically be created (and added to Weagree's Task Kanban), and upon completion (upload, renewal or retirement), such task will automatically marked completed.

Across Weagree's legal entity management, various minor changes are introduced, matching international legal entity management best practices. Read less

To accelerate e-signing in large transactions with large numbers of documents (to be e-signed by DocuSign and initiated and monitored in Weagree Read more

To accelerate e-signing in large transactions with large numbers of documents (to be e-signed by DocuSign and initiated and monitored in Weagree or by other e-signing application integrated with Weagree), we have developed a number of features to:

* Prepare the individual documents for e-signing
* Process the e-signing in bulk at once (of selected or all documents of the transaction)
* Apply a single standard 'personal message' to all bulk-initiated e-signing files
* Stop and resume the preparations for e-signing at any time (ready-for-esigning files are clearly marked)
* Preselect the e-signatories if there is only one e-signatory (known to be) authorised for the relevant legal entity (it was already possible to preselect on the basis of an applicable organisational unit) Read less

Weagree's automated tasks functionality will be expanded with the option to create contract subtasks, a transaction-management Read more

Weagree's automated tasks functionality will be expanded with the option to create contract subtasks, a transaction-management Kanban and to-do-lists. Subtasks can already be automated for any contract, but we are enabling context-specific subtasks, for example in connection with an individual contract clause or answering a question in the Q&A.

As large transactions (consisting of multiple related contracts) have their own dynamics and their proper group of stakeholders involved, we are also expanding contract tasks to Weagree's project functionality. For example, tasks can relate to the project (or transaction) as a whole or merely to a specific contract within the project. All such project tasks will appear on their own Kanban.

Furthermore, completing a (sub)task may be made dependent on another user's approval (that the task is indeed completed). This is useful in large transactions where contract tasks are delegated and where coordination becomes a challenge of its own.

To assist in monitoring outstanding tasks, subtasks and collaborating in performing contract-related tasks, it will be possible to export an overview of pending tasks. In other words, users will be able to create a to-do list or a transaction overview of outstanding issues. Read less

By including non-automated contracts, you will accelerate the adoption of Weagree as your single in-house platform for all end-to-end contracting Read more

By including non-automated contracts, you will accelerate the adoption of Weagree as your single in-house platform for all end-to-end contracting work. Weagree will facilitate the smooth initiation of such non-automated contracts. So, your Word-document of a model contract or form can be made available on Weagree's New contract page. Whether automated or not, users will find every contract they need in one place. Such 'non-Weagree templates' will not feature any questionnaires, as they are not automated, but Weagree will operate as your natural all-inclusive end-to-end contracting platform. Read less

Sometimes, a functionality merely requires that existing Weagree features are bundled. Weagree contract negotiation tools will be one of those. Read more

Sometimes, a functionality merely requires that existing Weagree features are bundled. Weagree contract negotiation tools will be one of those. Alongside the contract creation questionnaire, Weagree already provides for comments, for discussion, and for automatically generating character-level track-changes (distinguishing insertions and deletions in a clause). All such discussions and negotiations can already be continued outside the Q&A, in the contract entry's file. Weagree already enables guest user access, and internal colleagues can be @mentioned in all such comments, discussions and negotiations. Weagree's AI-automated review interface already supports the automated import and styling of non-Weagree-originating Word-documents.

So everything is there to reassemble these features and enable our customers to conduct their contract negotiations entirely within the Weagree Wizard. And of course: to generate intermediate versions that show the mark-up and include the comments as Word-Comments). In case your supplier, customer or business partner refuses to use your Weagree as negotiation tooling. At least you are able to 'negotiate' internally. Read less

As a natural step after extending our SharePoint-integration, we will introduce a Teams integration (chatbox). The chatbox will actually be the Read more

As a natural step after extending our SharePoint-integration, we will introduce a Teams integration (chatbox). The chatbox will actually be the Teams chat functionality, fully integrated into Weagree's questionnaire and other Wizard pages. By connecting either to colleagues, the legal department, LPO managed services providers or Weagree's staff, personal support is set up for any end-user. Also, other chatboxes and chatbots will be supported, in case a different provider is preferred (if IT security is guaranteed).

At a later stage, the chatbox will be extended with a dashboard for monitoring and managing chats and authorised support users, facilitating effective on-demand legal service. The chatbox can be linked to a knowledge base for easy search and automated responses. Likewise, legal support continues even if nobody is available, to efficiently deal with common questions. As our customer needs may show, we may further extend it into our own chatbox to enable IT-secure collaboration within the Weagree Wizard. Read less

After implementing ISO 27001, 27017 & 27018 in Q1, and conducting a full cycle of monitoring and reviewing the adequacy of the implementation Read more

After implementing ISO 27001, 27017 & 27018 in Q1, and conducting a full cycle of monitoring and reviewing the adequacy of the implementation in Q2, September was the month for all ISO 27001, 27017 and 27018 audits. Our ISO certification includes all our activities and all our operations, including the Weagree Wizard, of course. With our ISMS (information security management system) fully configured, we successfully completed the external certification audits for ISO 27001, 27017 and 27018. As we have been taking IT security seriously for many years (and have been risk-assessed numerous times), no non-conformities were identified. Our ISO certification should follow in October 2022. Read less

Storing contracts and related documents in an external repository (SharePoint or any other DMS) demands control over their placement. Weagree's Read more

Storing contracts and related documents in an external repository (SharePoint or any other DMS) demands control over their placement. Weagree's existing SharePoint integration will be upgraded to provide authorised users more flexibility and full control over the SharePoint site and over the folder structure for storage. Every customer uses SharePoint or DMS differently (even across the internal organisation) and Weagree supports it all.

Authorised users and admins will be able to define the default SharePoint-sites and default path (folder and subfolder names) for files created or managed through the Weagree Wizard. The flexibility will apply at the various contract levels: contract creation vs. CLM vs. entity management-related files; user profile rights; transaction or project-related files, individual contract-level, as well as any individual file in the repository of a contract entry. Paths (folder names) may use Weagree-variables (e.g. the name of the user group, counterparty shortname or template).

The added flexibility includes intuitive options to repair incorrectly stored contract files, or to postpone storage (e.g. if the SharePoint-site is not yet available for the end-user). Weagree's integration is powerful, where it enables syncing (already): permitting SharePoint-members to add files on the site and Weagreeu-users to make sure the contract repository contains the relevant files. Read less

The new Integrator access functionality allows admins to exert greater control over the access rights of those who implement Weagree for a customer. Read more

The new Integrator access functionality allows admins to exert greater control over the access rights of those who implement Weagree for a customer. Weagree employees, our implementation partners, your integrators and your providers of managed legal services, hired to provide functional support are now better manageable.

It was already possible to distinguish between basic integrators (who can provide all implementation support but not access any customer data) and (full) integrators (who can also access your data, as they may need to import or migrate it into Weagree or provide your outsourced managed legal services). Such integrator access rights with access to user data and CLM-contracts may now be restricted to a specific period of time. Integrator access can be withdrawn at any time. Shortly before expiry of the defined access period, both the responsible admin and the integrator will receive an automated expiry alert.

Individual end-users will also be able to submit a support request for any of their contracts or a contract creation questionnaire. Such end-user may grant a (basic) integrator access for a certain (short) duration. Default additional restrictions ensure that (basic) integrators can only make any changes as is necessary. Smoothly managing access rights is a cornerstone of effective GDPR compliance! Read less

A counterparty's contract may contain clauses that you find useful for your own contracts. We enabled Weagree users to 'borrow' such clauses Read more

A counterparty's contract may contain clauses that you find useful for your own contracts. We enabled Weagree users to 'borrow' such clauses (clause stealing). Upon importing a document. Weagree's AI-driven automated contract review tooling - as before - creates a contract outline with contract building blocks and subclauses. The user can then select such building block or subclause, click the Borrow clause button. Users with admin-rights can then review the clause proposed by the users and add it to the clause library with a single click. Build your contract know-how in no time, with minimum effort.

Call it what you want: it may as well be a clause negotiated and co-authored with the lawyer of the other party. We like to call it clause stealing. Read less

Automatically creating a markup of a contract received from suppliers, customers or business partners is one of the ultimate steps to automate Read more

Automatically creating a markup of a contract received from suppliers, customers or business partners is one of the ultimate steps to automate a legal counsel's work. This functionality extends Weagree's automated contract review module, extends the use of Weagree's clause library and builds on our long-existing contract generation technology.

After uploading a third-party drafted contract version to the Weagree Wizard, the document is automatically converted (in an OCR-like manner) into a Weagree-reviewable document and automatically assessed for all inherent contract risks. The end-user can then review and follow-up on Weagree's automated contract analysis: replace any unacceptable contract clauses (by inserting pre-approved provisions from Weagree's clause library) or modify the proposed clauses to align them with corporate policies, contract playbooks or otherwise acceptable contract provisions. Weagree will then generate a 'version 2' contract and automatically create a compare (tracked-changes) document to be returned to the supplier, customer or business partner, as the case may be.

The automated contract mark-up functionality entails extension and recombining of existing Weagree functionalities rather than anything new. Our challenge is to achieve it with maximum user-friendliness: intuitive. Read less

Integrating contract lifecycle management (through a CLM API) with other enterprise-grade applications is crucial for an adequate obligations Read more

Integrating contract lifecycle management (through a CLM API) with other enterprise-grade applications is crucial for an adequate obligations management and preserving contract data integrity. As Weagree's CLM API supports the common API technologies and standards, configuring an integration should not require involvement of our programmers anymore to embed Weagree in the corporate IT landscape. While all of the below options are technically already supported, Weagree's API upgrade will enable our customers' admins to complete all integration work independently and intuitively.

This upgrade improves the flexibility to map all metadata in Weagree onto data fields in other applications to include so-called CMIS properties, and facilitate full integration for any type of CRM (contracting party details - e.g. Microsoft Dynamics CRM, Salesforce), DMS (contract-related document storage solutions - e.g. SharePoint, iManage) and ERP (enterprise resource planning - e.g. SAP, Salesforce, Oracle, Mendix) system.

The flexibility to 'map' contract data applies to all contract data, all entity management data and all documents in any Weagree CLM contract sheet and any automated contract template, and works both ways (integrating for CLM API calls from outside Weagree, plus outward push of contract data to third-party applications). Intuitively. Read less

Functionality enabling fully GDPR-compliant, entirely automated data retention. Automated GDPR anonymisation of contract entries is Read more

Functionality enabling fully GDPR-compliant, entirely automated data retention. Automated GDPR anonymisation of contract entries is our first step to enabling customers to comply with GDPR automatically: after a set (customisable) period of time, the Weagree Wizard user who drafted a contract will be removed from the contract entry. It ensures that a contract entry will no longer contain any superfluous personal data. (As GDPR requires adequately enforced data retention policies, this includes the data of past users on 'abandoned contract entries'.) Users in the same user group and an admin can still reassign the contract to a user. For maximum flexibility, it will also be possible to link the retention period's reference date to one of various document-related actions. Read less

The forthcoming Weagree Contract tasks Kanban will adjust realtime. Of course, as part of Weagree's dashboard and automated to-do lists, Read more

The forthcoming Weagree Contract tasks Kanban will adjust realtime. Of course, as part of Weagree's dashboard and automated to-do lists, end-users will have the possibility to drag-and-drop tasks across the action centre's contract tasks Kanban (a board where columns signify the status of a task - contract tasks to be created automatically) from left to right:
* Unscheduled tasks (on hold)
* In progress
* Do now
* Awaiting input
* Completed

The end-user can switch Weagree's contract tasks Kanban-view into a table-view (also allowing to export a tasks overview). And, very exciting, all changes to a task will be visible realtime for all other users who are involved in that task. (So you can see the task-card being dragged-and-dropped by a colleague real time.) So yes, it is also possible that tasks are divided into subtasks and that several persons are involved in completing any (sub)task. Weagree's tasks and action centre is making all contracting work easier to oversee, manage and coordinate!

We are very proud to be able to release this functionality in such a short timespan. Background: we have been using the same technology and features for our bug-reporting and functionality-development. It is mature, proven product, developed by our programmers over the past five or six years. Read less

With the introduction of a Contracts dashboard and more advanced Contract analysis and contract reporting tooling, Read more

With the introduction of a Contracts dashboard and more advanced Contract analysis and contract reporting tooling, we are also introducing visualised CLM reporting dashboard widgets (Weagree Widgets). Many contract data and reporting data can be visualised on either the general user dashboard, or on the analysis and reporting pages. This is a first series of countless Weagree Widgets that will follow. Indeeed, many of the pre-cooked widgets are a mere visualisation of already existing search-and-filter functionalities.

This initial series of flexible Weagree Widgets can easily be customised and replicated for reporting period, named end-users, responsible user groups, contract types, contract data sheets, etc.

The initial series of reporting widgets include:
* Average contract value
* Pending business transactions
* Average time to signing
* Average transaction cycle (time between generating first draft and signature)
* Average internal fact-finding (time needed to complete a questionnaire)
* Average time to approval
* Expired or terminated contracts
* Unfinished questionnaires
* Recently active users
* Completed contracts

As indicated, there will be more Weagree Widgets. Also the end-user will be enabled to easily propose (or request) dashboard reporting widgets. Read less

Aligning Weagree's UX interaction design more closely with the end-user's main courses of action. The introduction of the Task and action Read more

Aligning Weagree's UX interaction design more closely with the end-user's main courses of action. The introduction of the Task and action centre as well as the Dashboard demand an upgraded user experience. The top navigation will become more actionable, indicating the user's actions: * Dashboard, * To do (tasks), * Create contract, * Negotiate, * Register (signed contracts), * Search (CLM), * Analyse or report.

Various existing functionalities that have been there for years become more prominent and easier to access. Searching and filtering the CLM repository becomes highly intuitive. The side panels (on smartphone and tablets the swipable) opening up additional functionality will be used more often, which reinforces consistency with Weagree's integrated automated contract review functionality. Read less

All notifications (from Weagree's CLM, entity management, workflows, contract-creation-related comments) will also result into a task. Users Read more

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). Read less

The e-signing plugins will be fully integrated with Weagree's entity management, allowing to preselect the signatories based on the corporate Read more

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). Read less

Improved tooling for importing Word model contract templates: automated detection and assignment of clause levels. Definitions will automatically Read more

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). Read less

Versioning of templates ascertains monitorability and continuation of contracts and contract data over time: every legacy template can be linked Read more

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. Read less

In large transactions consisting of subsets of linked contracts or closing documents, you can answer on a meta-project level how many sub-projects Read more

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. Read less

We have added a low-level (ISO 27001-certified) data scanning service on all user-interaction. The scanning service detects suspicious user behaviour Read more

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. Read less

Approvers and submitters involved in a contract request can discuss the workflow approval alongside the Q&A: * ask the submitter about the Read more

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. Read less

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

E-signing of all contracts and schedules can be initiated in the Weagree Wizard. Intermediate receipts (of opening, reading and signing) by either Read more

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. Read less

Powerful contract know-how maintenance tooling. Providing feedback to template administrators or discussing the particularities of any contract Read more

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. Read less

Individual contracts may be marked as confidential, rendering it invisible and inaccessible to all other users unless they have been specifically Read more

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. Read less

For large, complex transactions (e.g. M&A, LMA-credit facility) it is now possible that the admin defines a complete project-template consisting Read more

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. Read less

Imported contract will automatically be converted into text (OCR). In the imported contract, various types of data are recognised and tagged, Read more

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. Read less

If a contract stipulates for deadlines and contract milestones to be calculated by reference to another contract deadline (e.g. starting date), Read more

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. Read less

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

Approval workflows can now be fully tailored to suit the customer's risk management and internal controls, bringing Weagree in the top-20% of Read more

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. Read less

Optimisations of the end-user's questionnaire experience, to allow for more complex links between questions. This reduces the number of required Read more

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. Read less

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

CLM-managed contracts may contain particularities unforeseen in the admin-defined contract sheet. For that purpose (and for improved searcheability Read more

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. Read less

Advanced options to search and monitor pending contracts, and create overviews or reports. Users can define a search-filter and convert it into Read more

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. Read less

Improved reporting capabilities, permitting a head of legal or GC to oversee busyness of their team, individual workload, and to generate (exportable) Read more

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. Read less

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

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

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

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

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

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

An answered Q&A can be exported (Excel), the given contract entry be multiplied. After updating the Q&A answers for the contract entries, Read more

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. Read less

Users can look up the public commercial register for the correct company details, and Weagree imports the related company data (address, registration Read more

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

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

Encrypted storage of all contracts, schedules and transaction-related files. Option to archive transaction-related files (incl. negotiation versions). Read more

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. Read less

The admin can create custom types of automated e-mail notifications, for the contract approval workflow and contract management deadlines. For Read more

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. Read less

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

Existing logging of user-interaction extended to all user-activity anywhere in Weagree. The logging reinforces compliance and auditability of Read more

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.. Read less

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

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 Read more

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. Read less

Every end-user can invite a guest user to answer to the questionnaire, including from outside the own organisation (suppliers, customers, partners Read more

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. Read less

Word-documents can be automatically imported to create the contract creation-template, automatically divided into building blocks and clauses Read more

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. Read less

End-users can export their contracts' Q&A (options and) answers to an Excel sheet for review or editing. Optionally, this export may include Read more

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. Read less

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

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. Read less

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 Read more

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. Read less

Contract headers and footers (like the coverpage) are not part of a template. As contract house style components, they are managed as a separate Read more

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. Read less

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Insert clickable hyperlinks in contract text. Read less

Automatic calculations based on user-entered values during the questionnaire (both manual input and dropdown selections are permitted for the Read more

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. Read less

Powerful contract know-how maintenance. Any local building block or contract clause in a template can now be immediately upgraded to global status, Read more

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. Read less

Transactions consisting of multiple contracts and documents can be linked together: Q&A-questions will be triggered once. For example, if Read more

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. Read less

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 Read more

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. Read less

Initiate a contract from within Effacts (Legisway), fill the questionnaire in the Weagree Wizard with the data pushed along with initiating that Read more

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. Read less

Logging on SSO (single sign-on), high-level user activity and approval workflow activity. (Forensic logging, so log-files only accessible with Read more

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.) Read less

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

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

All user-entered values can be formatted (thousand separators, truncation of decimals, decimal separator ( . or , )). The user can be forced Read more

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. Read less

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

Different translations for all links, buttons and explanatory texts in the Weagree Wizard's interface may be uploaded and managed. The user can Read more

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). Read less

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

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

Large lists (tables) with multiple columns of related data can be inserted in Weagree for the automatic creation of long dropdown menus for questionnaires Read more

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. Read less

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) Read more

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. Read less

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

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

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

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

In addition to the default entity types (which may be freely edited) available in the party database, it is possible to add more, customised Read more

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. Read less

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

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

In the course of 2007, we had a functioning prototype (nowadays aka MVP, minimum viable product) ready. This was immediately followed by the Read more

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). Read less