Contract management software for financial services.
Contracts 365 for Financial Services™ offers industry-specific functionality and customizable workflows to help organizations streamline the contract management process while delivering powerful features like obligation management, audit logs, and automated templates with pre-approved language to ensure compliance.
Designed specifically for financial-related contracting:
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Banking
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Investment management
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Insurance
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And related services
Obligation management
For payments, SLAs, and performance requirements, Contracts 365 makes tracking contractual obligations and responsibilities easy with instant alerts, notifications, and performance metrics.
Audit log
Contract 365’s audit log provides a complete record of all system activity to demonstrate the steps you’ve taken to ensure the accuracy and integrity of your data and processes.
Automated document assembly
Automatically draft approved contracts using pre-approved language to eliminate conditional language alterations and reduce the need for legal to monitor one-off versions of a contract.
Secure Repository
Leverage your Microsoft 365 cloud as the contract repository for increased security of sensitive digital assets (versus the third-party cloud repositories typically controlled by CLM vendors).
Easy to learn, easy to use
Works seamlessly with the apps you use every day: Word, Outlook, Dynamics 365, SharePoint, Teams, and more.
Leverages existing IT investment
Built on Microsoft 365 products, Contracts 365 uses existing security standards, IT credentials and protocols.
Maintains control of your data
Contracts 365 keeps your contracts and contract data in your cloud, so you stay in control.
Why Choose Contracts 365 for Contract Lifecycle Management?
For contract-intensive organizations, few things are as important as keeping contracts moving. Learn how Contracts 365 helps you optimize contract processes—while making the most of your Microsoft platform.
What Role Does Your Legal Team Play: Sales Enablement or Sales Prevention?
Transform you Legal Team from an (albeit necessary) sales hurdle to a sales enablement powerhouse with contract automation and seamless CRM integration.
Taiwan-based cloud IT infrastructure provider chooses Contracts 365 for contract management success
“With Contracts 365, the system is easy to use, and requests are easy to submit, everyone involved in the contracting process has readily adopted the system."