Contract Automation Tools

I hear stories every day from legal teams who have seen significant contracting efficiency gains using AI. But I also hear from legal teams who tell me that they've tried many AI tools that fell short of expectations. For AI contracting tools to be useful, we've found that (a) they need to be highly accurate; and (b) users need to be given granular control over the AI's outputs and what ultimately gets inserted into the agreement. Here's how we do it: • Ivo identifies issues against your requirements and generates redline recommendations. Ivo will look for issues that deviate from your standard positions, but also for generic non-market and one-sided issues worth bringing to your attention • You can edit any AI redline recommendations inline manually, or instruct Ivo to update any outputs before inserting them into the document • If your standard playbook position isn't appropriate for the situation, you can select a fallback option • When Ivo generates AI redline recommendations, Ivo will be as surgical and precise as possible. In addition, Ivo will check the counterparty's document to (a) match the counterparty's nomenclature and definitions; and (b) see whether any changes have flow-on implications for other parts of the agreement • Ivo generates comments to accompany your redlines, taking inspiration from your playbook if appropriate • When the user decides to accept Ivo's AI redline recommendations, they get inserted in appropriate locations within the document, creating new provisions (and correcting numbering) where necessary In our experience, these details really matter for lawyers. In aggregate, they are the difference between a tool that can drive significant efficiency gains and a tool that makes for an interesting demo but ultimately wastes more time than it saves.

What Happens When Contracts Stop Being Documents—and Start Driving Business? It used to be that contracts sat in silos—managed by Legal, referenced by Procurement, and largely invisible to IT or Finance unless something went wrong. But that’s changing. And if you’ve worked with Icertis —or are just exploring what contract intelligence can do—you’ve probably felt the shift. Let me tell you a story that might sound familiar. Imagine a global enterprise preparing to onboard a new supplier. Procurement initiates the request. Legal reviews the MSA. Finance needs to assess payment terms and liability exposure. Meanwhile, IT is buried in integration requirements and data compliance checks. Now picture all of them working from different systems, emailing redlined Word docs, holding meetings to “align,” and trying to answer leadership’s question: “When will this contract be done, and are we protected?” Now here’s what it looks like with Icertis: • Procurement sees real-time clause suggestions and approved templates that speed up sourcing timelines. • Legal tracks obligations, automates redlines, and ensures compliance across jurisdictions—without starting from scratch each time. • Finance pulls instant risk and revenue recognition reports, analyzing payment terms and supplier exposure across all contracts. • IT integrates with enterprise tools like SAP, ServiceNow, and DocuSign—without months of middleware headaches. • And business leaders? They no longer ask “what’s in our contracts”—they ask “what can we do with them?” This is the power of an open, AI-ready platform that connects contracts to the way your organization actually works. From the C-suite to the frontline manager, across Legal, IT, Procurement, and Finance—everyone finally works off the same source of truth. It’s not just about automating the contract process. It’s about unlocking the intelligence within contracts to fuel smarter decisions. And with Icertis’ open platform strategy, it’s not just their AI—you can bring your own. It’s not just their workflows—you can tailor them. Flexibility isn’t a feature; it’s the foundation. Want to learn more, reach out to us CloudMoyo

Yesterday I posted a case study on how we reduced a client's time to contract and invoice by 30% and saved them 5-7 hours per week. Here's exactly how: After posting this yesterday, I'm receiving a lot of messages asking how we did it. I thought I'd make a post about this. Here's exactly how we did it: First, we mapped out the process. Before working with us, the company relied on a fragmented and unreliable system. Their order-taking, contracting, and invoicing processes lacked automation, leading to delays, errors, and a poor experience for both their team and clients. Then we optimized it. We designed a fully integrated workflow that begins with a Typeform order form, which feeds directly into Monday and Airtable to manage requests, generate contracts, and track invoices with a Softr interface for easy access to order updates and relevant documents. Then we implemented. The new system helped the sales team save approximately 5-7 hours per week by streamlining client intake and ensuring name cohesion across tools. It also reduced the time it took to send invoices and contracts by about 30%. Finally, we optimized again after implementation. Key features include automated contract and invoice generation, real-time order tracking, and a client-facing portal built with Softr. All of which improved efficiency, accuracy, and the overall client experience. The result? A centralized, user-friendly experience that eliminated manual steps and improved operational efficiency. The takeaway: Don't just automate. Optimize first, then implement, then optimize again based on real usage. Follow me Luke Pierce for more automation case studies like this.