Contracts
Drop a whole contract folder and Vera files it by vendor, extracts the terms, and briefs you on what the estate contains.
When this is you
I have a folder of old contracts and want them filed and read I inherited a contract mess and need it organized this week I want an intake brief on what we actually signed over the years Open in the app →
Agreements
The ledger of signed agreements: vendor, value, expiry, notice period, and the files, feeding renewals and spend automatically.
When this is you
I want every signed agreement tracked with its expiry and notice period I want renewals and spend views built from what we actually signed Open in the app →
Proposals
Every uploaded contract and quote with its status from upload to delivered report.
When this is you
I want to see the status of everything we submitted I want one list of every document under analysis Open in the app →
Vault
Secure project rooms for sensitive documents, with per-project access.
When this is you
I need a room for deal documents only some people may see I want diligence files kept away from the general workspace Open in the app →
Document Agent
Full-text search inside every contract and file you store.
When this is you
I need to find which contract contains a specific clause or phrase I want to search inside the PDFs, not just their titles Open in the app →
Report extract
Everything document search has read across your contracts as one Excel workbook: your fields, a SAM tool layout, or your own template filled.
When this is you
I need the whole contract register as an Excel file I want to import our agreements into Xensam, Flexera, ServiceNow, or Snow My team has its own contract report template and I want it filled automatically I need a field the platform does not track, scanned out of every contract Open in the app →
Document clusters
Your documents grouped automatically by similarity, so duplicates and families surface.
When this is you
I want duplicate and near-duplicate documents found I want to see which documents belong to the same deal family Open in the app →
Data health
Extraction quality across the estate: what is complete, what is missing, and what needs review.
When this is you
I want to know which records are missing values before I report on them I want the extraction review queue worked down Open in the app →
Portfolio
The whole estate in one view: vendors, values, concentrations, and risk.
When this is you
I want the portfolio overview for a leadership meeting I want to see vendor concentration at a glance Open in the app →
Estate map
The Estate map lens on Portfolio: every vendor, sized and colored by what matters.
When this is you
I want one picture of the whole estate for a slide Open in the app →
Enterprise Uploader
One guided run that brings an entire contract estate across: drop folders, ZIP archives and your register spreadsheet, or connect SharePoint, Google Drive or Box. Everything stays in staging, invisible to alerts, digests and agents, until an owner signs it off.
When this is you
We are moving off spreadsheets or another tool and want everything carried over I want the estate read and reconciled before any of it goes live I have thousands of agreements and need them in one run, not one at a time Open in the app →
Diligence
An M&A diligence run over a target's software contracts: exposure, change-of-control, and synergy, in a clean room.
When this is you
We are acquiring a company and need its software contracts read I need change-of-control exposure across a target's estate Open in the app →
Strategy
The Strategy lens on Portfolio: category plans, positions, and the moves agreed for the year.
When this is you
I want our category strategy written down where the team works Open in the app →
Your organization
The organization's estate page: entities, structure, and what belongs where.
When this is you
I want the org's entities and their agreements mapped Open in the app →
Rights register
The rights and entitlements you already paid for, harvested from your contracts, with deadlines to use them.
When this is you
I want to use rights we already paid for and forgot about I want every contract's obligations and deadlines in one register Open in the app →
