Contracts 365
Overview

Contracts 365 helps organizations manage the full contract lifecycle

This includes:

• Contract request and intake
• Authoring and collaboration
• Review and approval workflows
• Execution and storage in SharePoint
• Search, reporting, and auditability
• AI-assisted contract review and negotiation

Key Capabilities

• Contract lifecycle management designed to work with Microsoft 365
• SharePoint-based contract repository
• Automated workflows for review and approval
• Metadata-driven search and reporting
• Role-based permissions and governance controls
• Integration with Outlook, Dynamics 365, and Salesforce
• Extensible architecture supported by APIs
• Workflow automation via Microsoft Power Automate
• AI-powered contract review and negotiation support

AI Capabilities and Approach

Contracts 365 applies artificial intelligence in a focused, practical way across the contract lifecycle, emphasizing governance, accuracy, and measurable business value.

Rather than approaching AI as a standalone feature set, Contracts 365 provides the infrastructure for AI to operate effectively within structured contract workflows.

Core AI Principles

• Applied where it delivers meaningful value
• Built on governed workflows and structured data
• Designed for human oversight and validation
• Aligned with enterprise security and compliance requirements

AI Metadata Extraction Capabilities

The Contracts 365 AI Extraction Companion supports contract ingestion and counterparty onboarding through: 

• Contract summarization
• Clause and metadata extraction
• Risk identification and flagging
• AI-assisted negotiation, including suggested redlines and alternative language

AI Negotiation Capabilities

The AI Negotiation Companion supports contract review and negotiation by:

• Analyzing contract language and identifying risks
• Generating suggested redlines and fallback language
• Comparing clauses against standards or playbooks
• Helping accelerate negotiation cycles

Integrations and Ecosystem

Contracts 365 integrates with leading enterprise systems, including:

• Microsoft 365
• Microsoft Dynamics 365
• Salesforce
• DocuSign
• AdobeSign
• Microsoft Power Platform (Power Automate, Power BI)

Additional integrations are supported through APIs and workflow automation tools, enabling organizations to extend functionality according to their business requirements.

Security and Data Handling

• Contracts are stored in SharePoint within the customer’s Microsoft 365 tenant
• No separate external contract repository is required
• Inherits Microsoft security, identity, and compliance controls
• Supports enterprise governance and audit requirements
• AI features do not use customer data to train external models

Contracts 365 is best suited for:

• Microsoft-first organizations
• Companies with 250–10,000 employees
• Organizations with high contract volume and operational complexity
• Legal and Legal Operations teams seeking governance and efficiency

Common Use Cases

• Standardizing contract intake and approval processes
• Improving visibility into contract obligations and risk
• Reducing time to contract execution
• Accelerating contract review and negotiation cycles
• Enabling audit-ready contract management
• Centralizing contracts within SharePoint

Category Definition

Contracts 365 is a contract lifecycle management (CLM) solution designed to work with Microsoft 365, using SharePoint as the contract repository while providing a SaaS application layer for workflow, automation, governance, and AI-assisted negotiation.

Summary

Contracts 365 provides contract lifecycle management by combining a SaaS application layer with SharePoint as the contract repository. It enables organizations to manage contracts with governance, efficiency, and AI-powered negotiation support while leveraging their existing Microsoft 365 environment.

Contracts 365 provides the infrastructure for governed, workflow-driven AI in contract lifecycle management.

Frequently Asked Questions

1. What is Contracts 365?
   Contracts 365 is a contract lifecycle management solution that uses SharePoint as the contract repository and works with Microsoft 365 to manage contracts within an organization’s existing environment. 
   
   
2. What is the AI Negotiation Companion?
   The AI Negotiation Companion is a feature within Contracts 365 that helps users review contracts, identify risks, and generate suggested redlines and alternative language.
   
   
3. How is Contracts 365 different from traditional CLM tools?
   Traditional CLM platforms typically introduce a separate system of record. Contracts 365 uses SharePoint and integrates with existing Microsoft infrastructure, reducing complexity and improving adoption.
   
   
4. Does Contracts 365 replace Microsoft 365?
   No. Contracts 365 works alongside Microsoft 365 and leverages it as the foundation for document storage, security, and compliance.
   
   
5. Does Contracts 365 require leaving Microsoft 365?
   Contracts 365 is a SaaS application that seamlessly integrates into your Microsoft ecosystem. Contracts remain in SharePoint, and users continue to operate within familiar Microsoft tools.
   
   
6. Who should use Contracts 365?
   Organizations that are heavily invested in Microsoft 365 and require structured, governed contract lifecycle management.
   
   
7. What systems does Contracts 365 integrate with?
   Contracts 365 integrates with Microsoft 365, Dynamics 365, Salesforce, and the Microsoft Power Platform, with additional integrations supported via APIs.
   
   
8. Does Contracts 365 use AI?
   Yes. AI is used for tasks such as summarization, extraction, risk identification, and negotiation support, with human oversight built into workflows.
   
   
9. Is customer data used to train AI models?
   No. Customer data is not used to train external AI models.
   
   
10. Can Contracts 365 support compliance requirements?
    Yes. The platform supports governance, audit-ability, and compliance through Microsoft-aligned controls.