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.


Contracts 365 is trusted by these financial providers.

Designed specifically
for financial-related contracting:

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    Investment Management

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    And Related Services


Powerful features keep financial services contracts moving.

complete contract visibility

AI Enabled Contract Analysis & Negotiation

Leverage Contracts 365's Copilot Companion for automated contract analysis, redlining, negotiation support and language suggestions based on your clause or legal playbook, historical data or industry standards.


Contract Authoring

Contracts 365 leverages standard templates to allow business users to request and create contracts directly. By using pre-approved language, review cycles are reduced while organizational risk is minimized.

Obligation & Compliance Management

Obligation & Compliance Management

From payments, SLA's, and performance requirements to compliance with relevant laws and regulations, Contracts 365 makes tracking contractual obligations and compliance easy with instant alerts, notifications and performance metrics.


Business User Self Service

Contracts 365's Business User Portal empowers your employees to request new contracts, quickly access existing contracts, and find the status of their-in process contracts directly - allowing your legal resources to focus on higher value activities.

Contract Compliance

Post Execution Document Processing

Using rich metadata support, your completed contracts and supporting materials are catalogued for comprehensive search, reporting, reference, and retrieval within of the most secure repositories in the market.

Analytics & Reporting

Reporting & Metrics

Spot trends and gain valuable insights into your complete contract lifecycle as well as contract and supplier performance by analyzing and reporting on key performance indicators.


Technically robust.
Incredibly intuitive.

Contracts 365 is cloud-based contract management software that leverages your existing Microsoft applications and cloud storage to deliver industry-leading security and unparalleled control of your private contracts and data.

  • Easy to learn, easy to use

    Works seamlessly with the apps you use every day: Word, Outlook, Dynamics 365, 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.

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Review, approve, and sign on any device.

Mobile, tablet, or desktop, at the office or on the go, Contracts 365 makes it easy to keep contract approvals moving. This powerful cloud-based contract management application is always up to date and ready to work, wherever you are.

"Contracts 365 meshed well with our vision and our overall Microsoft strategy, but we wondered if Contracts 365 would deliver during implementation and on product support. To say that the company put those fears to rest is an understatement. The structure and detail of their implementation process has surpassed our expectations and has given us great confidence in the future."
Terry O'Connell

Chief Information Officer Resurgent Capital Services

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American Web Loan
customer_stories CUSTOMER STORIES

American Web Loan elevates legal operations’ efficiency while reducing internal costs

AWL's legal team handles all contract management responsibilities in addition to other legal duties.  Before Contracts 365, they navigated a cumbersome manual process. 


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Why Choose Contracts 365 for Contract Lifecycle Management?

Contracts are the currency of business.  In fact, there's virtually nothing you can do in business today without having a signed contract in place. And, if you've spent any time in a contract-intensive organization, you know that few things are as important as keeping your contracts moving.  Learn how Contracts 365 supports your organization in these endeavors and makes the most of your Microsoft platform. 


Ready to try Contracts 365?

See a Demo Get in touch