Implementation & managed service
We build your clause library, approval matrix and signature flow in Zoho Contracts, migrate your existing agreements, train legal and sales, and keep it running afterward. You get contracts that move in days, not a shared drive of final_v7.docx.
Pre-approved templates and a clause library sales can use without waiting on legal, with the language legal will actually sign off on.
Every change tracked against a version, comments kept with the document, and a clear record of what the counterparty asked for and what was conceded.
Value and risk thresholds route an agreement to the right approvers automatically, then straight into e-signature without leaving the system.
A searchable repository with the dates that matter — notice periods, auto-renewals, expiries — alerting the owner before the deadline rather than after.
Four moments in one agreement — drafted from the clause library, redlines resolved against a version, routed to approval and e-signature, and its renewal date surfaced before it passes.
A template and clause library assembling an agreement in minutes.
Counterparty changes tracked, compared and accepted against a version.
Thresholds routing the agreement to approvers, then into e-signature.
Key dates, notice periods and expiries surfaced before they pass.
Two weeks. We review your agreement types, who approves what at which value, and the clauses that are genuinely negotiable.
Templates, clause library, approval matrix, roles and signature flow built to your delegation of authority — not a default template with your logo on it.
Existing agreements loaded into the repository with their key dates and obligations captured, so the renewal calendar is real from day one.
Role-based sessions for legal, sales and admins, recorded and handed over with written runbooks.
Ongoing administration, template and clause updates, and reporting. Your team negotiates; we keep the system working.
Scope is set after discovery. We quote the work, not a seat count.
A defined build with a start and an end. Discovery, configuration, migration, training and handover.
Best for teams moving contracts off shared drives and email for the first time.
Schedule a Demo →Implementation plus ongoing template updates, clause changes, reporting and administration handled by our team.
Best for legal teams without systems support.
Schedule a Demo →An audit of an existing contract process, then a prioritized plan to fix the approval bottlenecks and missed renewals.
Best for teams whose contract cycle nobody can explain or predict.
Schedule a Demo →We connect Contracts to the rest of the stack you already run, so a won deal generates the agreement and a signed agreement generates the invoice without anyone retyping terms.
Contracts
CRM
Campaigns
Desk
Books
Analytics
SalesIQ
Marketing Automation
People
Creator
Billing
Zia
How your terms, proposals and commitments are communicated and presented.
Explore moreThe full operating system — CRM, books, HR and operations around the agreement.
Explore moreAI applied to clause review, obligation extraction and risk flags.
Explore moreSend the form and we will come back with a scoped first phase, or book directly and skip the back and forth.
Most builds run four to eight weeks from discovery to go-live. The number of agreement types and the complexity of your approval matrix are the two variables that move that number.
Yes. Existing agreements are loaded into the repository with their parties, values and key dates captured, so notice periods and auto-renewals are visible from day one rather than discovered later.
Yes, licenses are purchased from Zoho. As an authorized partner we can advise on the right edition and user count, and in many cases secure partner pricing.
You can take the system in-house with the runbooks we hand over, or keep us on a managed engagement for template updates, clause changes and reporting.
That is usually the point. Contracts is most valuable connected to CRM and Books, so a won deal becomes an agreement and a signed agreement becomes an invoice.
Book a call and we will scope the first phase on that call.
Corporate Communications. Emotional Storytelling. AI. Operating Systems.
