Financial-services agreements, governed end to end.
Vendor, real-estate, insurance, and counterparty agreements managed with audit-ready visibility — so legal, finance, and compliance share one view of every obligation and renewal.
"We managed to remove their approvals and replace them with regular reports, so they could reclaim their time but still have visibility."
Beverly Flynn · Morguard
What's holding the team back
The friction points where cycle time and risk concentrate.
The contracting pain financial-services and real-estate teams describe most often.
Regulatory scrutiny on every agreement
Examiners and auditors expect a defensible, traceable record of who approved what, and when — not reconstructed after the fact.
Obligations across large portfolios
Certificates of insurance, leases, and vendor terms with notice periods scattered across entities and spreadsheets.
Approval chains that slow the business
Multi-step sign-offs stall routine agreements — when many could be replaced with scheduled reporting and visibility.
Agreement types
Every agreement across the financial-services portfolio.
Saige Assist classifies each agreement on ingestion and routes it to the right workflow — without manual triage or a separate intake form per document.
Request a demo →How it works
From intent to outcome — inside your governance, not around it.
Intake & classification
Contracts arrive by email, upload, or CRM integration. Saige Assist reads the document type — vendor, lease, COI, counterparty MSA — and routes it to the right workflow automatically.
AI review & risk extraction
Key terms are extracted in seconds — fees, liability caps, data-handling clauses, notice periods, and renewal windows — with an explainable risk score before an attorney opens the document.
Negotiation with guardrails
Redlines are generated from your approved positions. Saige Assist works inside Microsoft Word — where your team already works — checking every change against your playbook.
Execution & post-signature
eSignature routing, audit-trail capture, and automatic obligation extraction on execution — with COI, lease-date, and renewal reminders continuing afterward.
Measurable outcomes
What financial-services teams see in production.
Customer stories
Financial-services teams already run on IntelAgree.
Diversified Holding Company · Real estate
"I can usually find what I need in five minutes or less. Having those details organized in one place has been a huge improvement for us."
Matthew A., Diversified Holding Company Read the story →Professional services · Insurance obligations
"We manage a lot of certificates of insurance across all of our sub-suppliers, so having an easy way to give that team instant access and set an automatic reminder for updating the certificate is huge."
Senior Counsel, mid-sized firm Read the story →Questions asked before going live
Common questions.
More to discuss? Talk to a solutions specialist.
Talk to solutions →Architectural fit
See how financial-services CLM runs on IntelAgree.
A focused walk-through of your team's orchestration — buy-side or sell-side, governance enforced, post-signature operational.