Organize contracts and documents: the tools

Contract Management: upload

Upload a whole contract folder to Contract Management and Vera files it by vendor, extracts the terms, and briefs you on what the estate contains.

Contract Management: an uploaded contract folder filed by vendor

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

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Contract Management: Contracts

Every signed agreement in one list: vendor, value, renewal and notice date, 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

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Analyst Benchmark

Every quote and offer you submitted for expert benchmarking, tracked from upload to the delivered report.

The agreement file: one agreement with its notice countdown, terms and documents

When this is you

I want to see the status of everything we submitted
I want one list of every document under analysis

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Vault

Secure project workspaces for sensitive documents, with per-project access.

When this is you

I need a workspace for deal documents only some people may see
I want diligence files kept away from the general workspace

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Document Agent

Find a word, a phrase or a vendor across every contract and document you store; the clauses come back as crops of the page, with the page number, ready to filter, open, copy and export.

When this is you

I need to know what our contracts say about notice, renewal, caps or termination, with the clause on its page
I want every clause on one subject across every agreement at once, as a sheet or a Word brief
I need to find which contract contains a specific clause or phrase

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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

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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

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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

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Spend Agent: Portfolio

The whole estate against the market in one view: every vendor sized by spend and colored by how its contracts compare, with the notice dates of the next fifteen months.

When this is you

I want the portfolio overview for a leadership meeting
I want to see vendor concentration
I want one picture of the whole estate for a slide

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Entitlement Agent: Upload and Scan

Step 1 of the Entitlement Agent brings a whole contract estate in: add a folder or files and press Scan, and every product, its price, term and limits is read out of the contracts, then filed into vendor folders with the links between contracts mapped.

When this is you

We are moving off spreadsheets or another tool and want everything carried over
I want every product, price and term read out of our contracts in one place
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

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Spend Agent: Board

The year's moves as a board from Found to Realized, and the board pack: the decisions the committee is asked to make, each with the ask, the risk, the date and the recommendation, shared with everyone in the workspace.

When this is you

I want our category strategy written down where the team works

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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 →

← Know your vendors and the market All jobs, searchable Prove savings and report up →

Every job as a pageCheck a price or a quote Review a contract before you sign Run a renewal Negotiate the deal Cut software spend Licenses and cloud Handle a vendor audit Know your vendors and the market Organize contracts and documents Prove savings and report up Buy something new Work with your team Put AI to work Set up and govern the workspace