All Collections
Contract Management Tool
Contract Management Tool
Collection of all important features and help guides for users of our contract management platform.
Industry Leading AI Capabilities
Explore in detail all our key AI features that helps you speed up your contract lifecycles
Legal GenAI (AI-Powered Legal Assistance)Create robust contracts effortlessly with Legal GenAI, offering smart suggestions, risk flagging, and compliance guidance.
AI PlaybookEnsure contract compliance with AI Playbook, offering custom rulebooks and automated reviews for seamless alignment.
Here is a quick video guide for your reference:
AI ObligationsSimplify contract management with AI-powered obligation tracking, ensuring clarity, compliance, and actionable insights for your team's responsibilities.
AI-Powered SummariesOur AI tool extracts key details from contracts, delivering concise summaries for quick insight. Save time by focusing on the essentials.
Key Clause InsightsAI automatically extracts key contract clauses, streamlining reviews and boosting productivity. Focus on what's important, effortlessly.
AI Extractor for Contract ManagementExtractor AI streamlines contract management by making agreements searchable and organized, using OCR technology to extract key data for quick access.
How to Initiate a Template ContractThis article provides a step-by-step guide on initiating a Template Contracts in CMT.
How to Initiate a Third Party ContractThis article provides a step-by-step guide on initiating a Third Party Contracts in CMT
How to Initiate a Legacy ContractThis article provides a step-by-step guide on initiating a Legacy Contracts in CMT.
How to Initiate Quick SignThis article provides a step-by-step guide on initiating Quick Sign in CMT.
View DraftThis article provides a guide of View Draft section.
How to Efficient Collaborate Using Our EditorEnhance your team's workflow with our robust in-built editor, offering version control, approval workflows, and real-time collaboration.
How to Use : Collaboration SectionUtilize our comprehensive collaboration features to manage document changes, compare versions, and maintain a clear history of edits.
Contract Page | Action KeysExplore the Use Cases of Action Keys Available After Contract Initiation
Internal Review ProcessA comprehensive guide to conducting an internal review of contracts, including collaborative editing & finalizing.
How to Share Contract with Third PartyThis article explains the process of Third Party Sharing & Approval, detailing how users can share contracts with third parties.
How to Share Contract for E-SignThis article explains the process of E-Signing & detailing how users can share contracts for Sign process.
Post-Contract Execution Actions GuideThis article showcases steps you can take after executing a contract.
Email AlertsThis article provides a comprehensive guide on how to use and configure email alerts.
EscalationThis article provides a detailed guide on how to create and manage escalations.
How to Set Up Contract Creation ApprovalThis article provides a comprehensive guide on how to set up contract creation approvals using the Contract Management Tool (CMT).
Setting Up Role-Based AccessThis article explains how users can setup Role Based Access
Build Contract TemplateThis article explains a detailed step-by-step process for users to effectively build a new contract template
Set Up Custom LabelsThis article explains how to set up and manage labels within the Contract Management Tool (CMT).
How to Set Up & Start Contract Signing ApprovalThis article provides a comprehensive guide on how to set up contract signing approvals using the Contract Management Tool (CMT).
Setting Up Native Editor AccessThis article explains how users can setup Native Editor Access
View & Edit Company SignatoriesLearn how to efficiently manage and update authorized signatories for specific contract templates within your organization.
Bulk AssignmentThis Article helps user easily reassign pre-created tasks and approvals to different users using the Bulk Assignment feature.
View & Edit Contract FollowersLearn how to efficiently manage and update Contract Followers for specific contract templates within your organization
Create, Save & Download Custom MIS Report TemplatesLearn how to efficiently manage MIS Reports. Create, download, and track contract metadata in just a few simple steps.
How to Bulk Download Executed Contract FilesLearn how to efficiently download multiple executed contracts and their supporting documents in bulk with the Bulk Files Download feature.
Comprehensive Guide to Stamp ManagementLearn how to purchase, request, manage, store, and upload stamps efficiently using our Contract Management Tool.
Clause - How to Create, Edit & UseLearn how to efficiently create, edit, and manage standardized clauses in the Clause Library
Archived Contracts - View, Restore or DeleteLearn how to access, manage, and restore or permanently delete your archived contracts in the "My Archive" section.
Managing Counter PartiesLearn how to view, manage, and gain insights into all external parties you have signed contracts with.
Integrations
Integrate your Contract Management Tool for automated, efficient workflows.
DocuSignSay goodbye to the hassles of using multiple tools
Google DriveAuto-upload executed contracts to Google Drive for a secure storage and easy sharing across teams
MS WordReview contracts directly in Microsoft Word Desktop, and save your updates back to Legistify—preserving formatting, comments, and edits effortlessly.
Salesforce IntegrationExplore Salesforce integration with our contract module
HubSpotCreate and track contracts within HubSpot for 2X faster deal closures.
SlackSeamlessly integrate Slack with Legistify’s Contract Management Tool for real-time contract updates and collaboration
ZOHO CRM IntegrationExplore Zoho Integration with our contract module
FAQs
Get answers to your most common queries about our Contract Management Tool — from features to best practices, all in one place!
Frequently Asked Questions