Ideas to put to work
Contracts reviewed against your playbook and tracked through renewal.
Contract review against your playbook
Sofia downloads the contract, reads it against your negotiation playbook in Confluence, and comments on the workflow with each deviation.
Contract workflow from a won deal
When a Salesforce opportunity closes, Sofia starts the contract workflow with the deal details, with your approval.
Renewal tracker
Sofia reads contract records and keeps a renewal tracker in Google Sheets with dates, owners and notice periods.
Approvals with open points summarized
Sofia reads a workflow and its comments, summarizes the open points, and updates the approval on your instruction.
What Sofia can do with Ironclad
Sofia reads and keeps current
- Contract workflows
- Contract records
- Entities
Sofia does, with your approval where you want it
- Start a contract workflow
- Comment on a workflow
- Update an approval
- Send for signature
- Download a contract document
- Create or update a contract record
Your IT lead agrees the access before anything connects, and anything on your never-touch list stays out.
Works well with
- ConfluenceTeam wiki for documentation and knowledge
- SalesforceCRM for accounts, contacts and sales pipeline
- Google SheetsGoogle's online spreadsheets
DocuSignElectronic signatures and agreement workflows
TypeformOnline forms and surveys- JotformOnline forms and data collection
- AgiloftContract lifecycle management
- BoldSignElectronic signatures for documents and contracts
Let Sofia review your Ironclad contracts
Score your firm in three minutes, or talk to our team.