End-to-end contracting roadmap

Automated contract mark-up

Automatically creating a mark-up of a contract received from suppliers, customers or business partners is one of the ultimate steps to automate a legal counsel’s…

E-mail to CLM

In addition to drag-and-drop upload files to Weagree’s CLM and other end-to-end contracting functionality, we are introducing the possibility for end-users to forward e-mail any…

Full-flex CLM API

Integrating contract lifecycle management (CLM) with other enterprise-based applications is crucial for an adequate obligations management and preserving contract data integrity. As Weagree’s CLM API…

Tasks-Kanban adjusting realtime

The forthcoming Weagree Tasks and action centre will adjust realtime. Of course, as part of Weagree’s action centre and to-do lists, end-users will have the…

Actionable dashboard widgets

The contract lifecycle management dashboard will be made extremely flexible and actionable: on their dashboard, end-users will be given the possibility to take frequently-undertaken action.…

Dashboard reporting widgets

With the introduction of a Dashboard and more advanced Contract analysis and contract reporting tooling, we are also introducing visualised CLM reporting dashboard widgets (Weagree…

Intuitive CLM: flexible buttons

Improved and more actionable CLM (contract lifecycle management). While the Weagree CLM offers extraordinary features for searching and managing your signed contracts, several end-user actions…

UX (interaction design) upgrade

Aligning the interaction design more closely with the end-user’s main courses of action. The introduction of the Task and action centre as well as the…

Visual reporting dashboards

Introducing intuitive tooling for heads of legal and general counsel to create their contracts reporting and monitoring dashboards. The data is already there, it only…

Tasks and action centre

All notifications (from Weagree’s CLM, entity management, workflows, contract-creation-related comments) will also result into a task. Users can also create tasks manually, and assign tasks…

Automated risk rating

Any risks in the contract received from the counterparty are automatically assessed and rated. The functionality is part of Weagree’s AI-driven ‘automated contract review’. The…

E-signing preselects the right signatories

The e-signing plugins will be fully integrated with Weagree’s entity management, allowing to preselect the signatories based on the corporate mandate policy adopted for the…

Automated contract review

AI-driven review of a third-party’s first-draft contract. The imported contract is analysed fully automatically, and identifies: * Unacceptable contract clauses and provisions * Risk-increasing clauses…

Accelerated implementation (automated Word-import)

Improved tooling for importing Word model contract templates: automated detection and assignment of clause levels. Definitions will automatically be stored in the definitions library, and…

Tracked changes in the realtime editor

In the realtime editor, guest users can be given the possibility to modify the contract text. Such changes are shown as tracked changes (insertions blue…

Versioning templates (clause-level)

Versioning of templates ascertains monitorability and continuation of contracts and contract data over time: every legacy template can be linked to a later template. Admins…

Dynamics CRM integration

Weagree can import data from MS Dynamics to automatically fill the entity management’s party database. Also party-related data can be synchronised between the Weagree CLM…

Large transactions – Subproject recurrence

In large transactions consisting of subsets of linked contracts or closing documents, you can answer on a meta-project level how many sub-projects (i.e. sets of…

Salesforce API integration

Initiate a contract from within Salesforce, fill the questionnaire in the Weagree Wizard with the data pushed along with initiating that contract, then complete the…

Extra IT security measures

We have added a low-level (ISO 27001-certified) data scanning service on all user-interaction. The scanning service detects suspicious user behaviour and performs certain extra security…

User management (role-based access controls), flexible licence management

Advanced user-management functionality: role-based access rights; user-rights depending on the end-user’s function.

Approval/rejection communications

Approvers and submitters involved in a contract request can discuss the workflow approval alongside the Q&A: * ask the submitter about the scope and particularities…

Template testing

An admin can now generate an all-options contract version from the Weagree template (which includes all Q&A-options inline in the Word-document, indicating the type of…

Entity management migration (automated)

Customer can import entity management data from other solutions such as Effacts / Legisway. But also from external CRMs.

CLM migration (automated transfer)

Customers can import their existing (legacy) CLM, contract repository. The admin tooling determines what CLM-fields the imported database or spreadsheet contains, and permits the admin…

DocuSign integration

E-signing of all contracts and schedules can be initiated in the Weagree Wizard. Intermediate receipts (of opening, reading and signing) by either signatory is automatically…

Collaborative contracting – communication

Within the questionnaire, all stakeholders involved in the transaction can discuss any of the contract parameters. Such communications takes place inside the contract questionnaire (and…

Optimised maintenance of model contracts

Powerful contract know-how maintenance tooling. Providing feedback to template administrators or discussing the particularities of any contract with others via the questionnaire has been made…

Contract numbers

Weagree can assign contract numbers to your contracts (both at contract creation stage and after signing). The contract number can be composed of elements such…

Contract confidentiality

Individual contracts may be marked as confidential, rendering it invisible and inaccessible to all other users unless they have been specifically granted access by the…

Entities management and corporate housekeeping

Full entity management and corporate housekeeping: complete administration per legal entity of managing directors, non-executive directors, shareholders and subsidiaries, org-chart (indicating shareholder percentages and MDs),…

Large-transactions management optimised

For large, complex transactions (e.g. M&A, LMA-credit facility) it is now possible that the admin defines a complete project-template consisting of multiple linked contract templates.…

Customised realtime editor

Improved user-experience. The numbering and indentation of clauses as shown during the questionnaire in the realtime editor (WYSIWYG ‘under-water-screen’) can be customised and are matched…

AI-detect CLM contract data

Imported contract will automatically be converted into text (OCR). In the imported contract, various types of data are recognised and tagged, fully automatically. Types of…

Dates and date calculations from contract

If a contract (generated by using Weagree’s contract creation) provides for certain calculated dates (i.e. calculated by applying a time period to another date), then…

Floating dates (amendments recalculated automatically)

If a contract stipulates for deadlines and contract milestones to be calculated by reference to another contract deadline (e.g. starting date), such floating deadline will…

Logging of CLM modifications

Modifications of CLM contract data are made visible for CLM users (who are authorised to see such logging data), improving compliance and auditability.

Evidos e-signing plugin

We have created a plugin for Evidos’ e-signature solution. The entire e-signing flow can be initiated and monitored from within Weagree.

Template-defined access to party databases

For law firms, as well as for intra-company templates, the parties can be retrieved from (and stored in) the party database identified on the template.…

Advanced approval workflows

GDPR register

Weagree’s contract lifecycle management can be configured to operate as a GDPR register, including reporting options. CLM-managed contracts can be configured to be erased after…

Advanced Q&A-conditionality and Q&A-features

Optimisations of the end-user’s questionnaire experience, to allow for more complex links between questions. This reduces the number of required questions, avoids redundancy, and allows…

SharePoint integration

Initiate a contract from within SharePoint, fill the questionnaire in the Weagree Wizard with the data pushed along with initiating that contract, then complete the…

Encryption: all contracts and documents stored encrypted

Encryption of all data and files, regardless of whether it relates to contract creation or contract repository.

CRM-data as Q&A-answer

Party-related data can be used to answer Q&A-questions. For example: * if the party is a man or a woman, the contract refers either to…

CLM-clause library

CLM-managed contracts may contain particularities unforeseen in the admin-defined contract sheet. For that purpose (and for improved searcheability of the CLM), we have introduced clause…

Contract sheet layout UX optimisations

Improved visibility of CLM contract data.

Advanced filters, optimised search experience

Advanced options to search and monitor pending contracts, and create overviews or reports. Users can define a search-filter and convert it into a predefined search…

Advanced filters, optimised search experience

Advanced options to search Weagree’s contract management data, and create overviews or reports. Users can define a search-filter and convert it into a predefined search…

Reporting on contracts and busyness

Improved reporting capabilities, permitting a head of legal or GC to oversee busyness of their team, individual workload, and to generate (exportable) reports. Visibility of…

Monitoring pending transactions and busyness

Improved monitoring of pending transactions and collaborative contracting options (e.g. to step into a contract by a colleague). Subject to applicable access authorisations. Various search…

Mendix API integration

Weagree can interface with and send generated documents and metadata to Mendix.

Search filters / fields for tags

Simplification for end-users of search and filter options, making it more intuitive to find the right contract quickly.

Status indicators

The contract lifecycle management (CLM) contracts register contains a number of status indicators (grey, green, orange, red) to highlight urgency of required action.

Collaborative contracting

Improved user experience for accessing or picking up contracts of colleagues.

Tables in contracts

Added various optimisations for inserting and organising tables in contracts (e.g. preventing table rows to break across the page or keeping tables together)

Manual data export

Depending on authorisation, a user can manually decide when contract data is exported to an API-integrated external application.

Contract-negotiations version management

Improvement of Weagree’s DMS (for managing contract negotiation versions).

Simplification e-mail texts

Simplification of managing e-mail notification texts sent by Weagree (separating them for login/password, workflow, CLM, contract creation discussions, user feedback, etc.)

Batch contract creation

An answered Q&A can be exported (Excel), the given contract entry be multiplied. After updating the Q&A answers for the contract entries, the spreadsheet can…

Custom CRM fields

Administrators can add fully customised edit-fields, date pickers and country lists to the list of party database fields. These custom fields can then be used…

Russian companies register lookup

Users can look up the public commercial register for the correct company details, and Weagree imports the related company data (address, registration number etc.).

Russian language declension

If a user enters a word to be used in multiple clauses, the Russian language declension module modifies such word for the applicable grammatical declension.

Calculating dates

Possibility to calculate a date based on user-entered parameters (e.g. effective date plus contract duration).

Notifications for deadlines and expiry

The contract lifecycle management (CLM) environment permits that date-fields are used to create notification triggers, to automatically send (one or multiple customised) e-mails in relation…

Contract repository

Encrypted storage of all contracts, schedules and transaction-related files. Option to archive transaction-related files (incl. negotiation versions). Authorised users can access their colleagues’ contract repository.

Create track-changes (two clicks)

Create a compare (aka track-changes or redlining) between contract versions. The user selects the negotiation versions, Weagree suggests which is the ‘original’ and which the…

Custom e-mail notifications

The admin can create custom types of automated e-mail notifications, for the contract approval workflow and contract management deadlines. For example, tailored CLM notifications may…

Contract lifecycle management (CLM)

Weagree’s contract lifecycle management (CLM) permits users to fully manage both internally and externally generated contracts. Contract sheets, configured by the administrator, can differentiate between…

Custom e-mail look & feel

Customers can upload or define their own look & feel applying to all notifications sent by the Weagree Wizard.

Expanded document management (DMS)

After an initial draft document has been generated, further documents (of any type) can be uploaded to the contract’s document repository to create a complete…

Extended logging (anticipating GDPR)

Existing logging of user-interaction extended to all user-activity anywhere in Weagree. The logging reinforces compliance and auditability of CLM-managed contracts with strict GDPR..

Smashdocs integration

Weagree can export generated contracts for further tailoring and negotiation in SMASHDOCs.

Open XML document generation

Replace document generation engine with open source solution. Substantial acceleration of generating any document.

Realtime (WYSIWYG) editor – upgrade

The WYSIWYG contract previewer (‘underwater screen’) has been upgraded to allow authorised users to edit the preview contract text in realtime (while answering a questionnaire):…

Look & feel (Wizard portal) adjustable

The Weagree Wizard can be fully customised for all colours and text markup in the Weagree Wizard to reflect their company’s house style as closely…

Clause library categories and keywords

Clauses in the clause library can be assigned categories and keywords, making it easier for users to find the ones they need and for admins…

Guest user access

Every end-user can invite a guest user to answer to the questionnaire, including from outside the own organisation (suppliers, customers, partners or consultants). A guest…

Export usage-reports as Excel

With a single click, any overview of pending or approved contracts in Weagree can be directly exported to Excel for monitoring or evaluation purposes.

Word-doc import tooling

Word-documents can be automatically imported to create the contract creation-template, automatically divided into building blocks and clauses corresponding to articles, sections and paragraphs in the…

Template feedback via Q&A

From within the questionnaire, end-users can give feedback on the contract template text or the Q&A-questions or answer options. Such feedback can be qualified (e.g.…

Export questionnaire answers

End-users can export their contracts’ Q&A (options and) answers to an Excel sheet for review or editing. Optionally, this export may include all Q&A questions…

Search-replace-all

In a template, admins can search-replace-all any text or phrase. The search-replace feature allows the admin to exclude particular occurrences of the searched text or…

Optimise management and reporting of contract data

It is possible to search all contract entries for certain historical data (or data ranges), and to create reports. First step towards complete contract management.

Own dotx-file (own Word paragraph styles)

Customers can use their own dotx-files (and dotm-files) for creating contracts. This includes the ability to add extra custom paragraph styles. Updating and managing dotx-files…

Convert to project

If a contract entry is part of a larger project (with several connected questionnaires or linked Q&A), it is now possible to add that entry…

Business intelligence (BI) reporting

Based on the answers given during questionnaire, end-users can create reports (and export such reports). The end-user has full flexibility in defining which contract data…

Q&A-answers in contract headers and footers

Contract headers and footers (like the coverpage) are not part of a template. As contract house style components, they are managed as a separate modules.…

User access rights managed under single sign-on

Flexibility in syncing user groups and user-access rights upon single sign-on access (sync Weagree with ADFS or Azure)

Hyperlinks in contract text

Insert clickable hyperlinks in contract text.

Reassign contracts

The administrator can easily reassign all a user’s contracts to another user, for example when the original owner is leaving the company or at least…

Calculations and data validation

Automatic calculations based on user-entered values during the questionnaire (both manual input and dropdown selections are permitted for the calculation formula). The calculation results can…

Template-triggered approval workflows

The default approver setting can be overridden on a template-by-template basis, by assigning another user as that template’s approver.

Optimised clause library maintenance

Powerful contract know-how maintenance. Any local building block or contract clause in a template can now be immediately upgraded to global status, adding it to…

Q&A-upload of images

Users can upload an image during the questionnaire, to be inserted into the contract. Optionally, the admin can predefine the positioning and scaling of the…

Projects (large and complex transactions)

Transactions consisting of multiple contracts and documents can be linked together: Q&A-questions will be triggered once. For example, if the effective date of the transaction…

Template maintenance accelerator

Accelerator for template-insertion work. All Q&A-elements of a template can now be managed in one single dialogue box. This split-off of the Q&A-elements from the…

In-context global questions

Global questions only need to be answered once to affect multiple parts of a template. It is now possible to delay such global question’s appearance…

Restricted ‘Own party’ entities access

Entities in the party database designated as ‘Own party’ can be assigned to one or more user goups. This will hide them from users outside…

Effacts / Legisway (contract management) integration

Initiate a contract from within Effacts (Legisway), fill the questionnaire in the Weagree Wizard with the data pushed along with initiating that contract, then complete…

Import lookup lists

Lookup lists, for the easy creation or modification of long lists of answer options in the questionnaire or insertable text, can now be imported within…

Logging on user activity

Logging on SSO (single sign-on), high-level user activity and approval workflow activity. (Forensic logging, so log-files only accessible with involvement of Weagree’s software engineers.)

Cross-references (advanced settings)

We have made it possible to create cross-references with all possible formatting optionalities as also offered in Word. Cross-references cannot go wrong (and if a…

Force user to answer a Q&A-question

Although prohibitive for an end-user. It is possible to impose that certain Q&A-questions are answered by the end-user.

Answer Q&A in schedules ‘annex-by-annex’

Sometimes, a questionnaire is more digestable if Q&A-questions triggered in the contract’s exhibits are answered schedule-by-schedule. Other times, schedules contain so few Q&A-questions that it…

Include tags and Q&A-answers in (other) Q&A-questions

Make the Q&A-formulations more personal by using user-entered values or party names.

Logout-functionaliteit

Logout is now possible.

Number formatting

All user-entered values can be formatted (thousand separators, truncation of decimals, decimal separator ( . or , )). The user can be forced to enter…

Authorisations-based filtering of Q&A-questions

Questions (and answer options) in the questionnaire may be hidden for low-authorised users. The filtering permits a legal department top delegate contract creation to business…

Columns in contracts

Parts of a contract may be displayed in two or more columns.

Import parties

Users with a Lawyer licence can directly import parties and their details into Weagree in bulk via Excel sheets.

Multi-language interface

Different translations for all links, buttons and explanatory texts in the Weagree Wizard’s interface may be uploaded and managed. The user can switch between any…

SAML and other SSO (single sign-on) options, including social login (LinkedIn, Azure, Outlook, ADFS)

Weagree now supports SAML 2.0 for single sign-on authentication.

SAP integration

Data integration with SAP. Permitting all sorts of data exchange with SAP.

Full API

Complete in-application API and API-functionalities. Weagree’s API can push data to other applications, and pull data from external sources. The API is multi-targetted (export to…

Basic webservice for API integrations

Weagree has a basic webservice for future API integrations, allowing it to safely interface and exchange data with external services.

SAML-LDAP authentication & user provisioning

Weagree supports SAML/LDAP for single sign-on authentication. Various settings are available to determine user authorisations for drafting contracts and generating documents.

Lookup lists

Large lists (tables) with multiple columns of related data can be inserted in Weagree for the automatic creation of long dropdown menus for questionnaires and…

Contract approval workflow (essentials)

Depending on user authorisations, contract approvers may monitor the contracts assigned to – and collaborate with – their fellow approvers.

Template access and user guidance

Templates shown on the New contract page are filtered on the basis of user groups and user-authorisation level. Next to the template are (a) an…

Clause library insert during Q&A

During the questionnaire, authorised users can insert a clause-library clause into the contract entry. All cross-references will renumber automatically. Definitions used in the clause-library clause…

Responsive interface (Weagree on phones and tablets)

Renewal of the entire Weagree user interface, making it ‘responsive’ to tablets and smartphones (with screen-optimised swipe-in functionality).

House style management

Contract house styles are separate modules, organised and maintained centrally, and used for generating consistent contracts. Contract house styles address the layout of cover pages,…

Basic approval workflows

Contract entries or individual end-users can be subjected to approval. The workflow functionality is included in the licence fees (approvers free of charge).

Tables in contracts

Option to insert and tailor tables in contracts, picking up the look & feel defined by the customer.

E-mail notifications

Weagree can send e-mail notifications, including from the customer’s e-mail domain.

PDF-only document generation

Users may be restricted to generating contracts in PDF-format only rather than in Word-format.

Legal entity types (and translation)

In addition to the default entity types (which may be freely edited) available in the party database, it is possible to add more, customised entity…

Clause library

Boilerplate clauses can be freely added to Weagree’s clause library, so that they may be (re)used in any number of templates at once. Such clauses…

User groups, authorisation levels and access rights

All across the Weagree Wizard, user access and visibility of features are made dependent on a contracts-oriented and contracting-organisation-centered structure.

Party database

Entities – both legal entities and individuals – and their basic details can be stored in Weagree’s party database. This database is divided between ‘own…

Prototype ready

In the course of 2007, we had a functioning prototype (nowadays aka MVP, minimum viable product) ready. This was immediately followed by the development of…

MVP specifications

We started specifying what Weagree’s contract assembly software must be on 28 March 2006.