What the product does not do (honest scope)
- Not a CLM. No AI clause review, no counterparty collaboration portal, no obligation-tracking post-signature, no renewal forecasting. For those, a CLM platform is the right tool.
- Not a matter-management system. Matter tracking, time-and-billing, and docket management aren't in scope. Specialist legal-tech platforms handle those.
- Not a litigation-hold tool. Retention holds for legal discovery are typically managed at the tenant level with Microsoft Purview rather than at the product layer.
- Not a qualified-signature platform. Qualified electronic signatures (QES) under eIDAS are out of scope. The product supports PAdES simple and PAdES advanced e-signature via DocuSign. If specific documents require QES, a parallel workflow for those specific documents is needed.
Legal-specific FAQ
Can counterparties access documents directly? Guest users can be invited to the tenant and granted specific access if your security model permits. Many customers prefer to keep counterparty collaboration in a separate tool (email, CLM, or a specific deal room) and use this product for internal legal governance only.
Does it integrate with CLM platforms we use? The product lives in SharePoint, so integration is possible via Microsoft Graph, Power Automate, or custom work. A common pattern: the CLM handles counterparty negotiation; the signed PDF and approval artifacts are exported into this product's library as the organization's internal record.
Can board documents live here? Yes — access is scoped per library, so a board library can be visible only to the corporate-governance team with board-member access if desired. The audit log, versioning, and approval features are exactly what board-level documents need.
What about contracts in non-Word formats? The product supports Word, PowerPoint, Excel, and PDF as native document types. Word gets auto-converted to PDF at publication; other formats publish in their original format. Specific contract-markup formats (e.g. CLM-specific XML) are outside the supported set.
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