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SOC 2 Type II GDPR-aligned Open REST API Full audit trail

SaaS contracts, built for recurring revenue.

Subscription order forms, MSAs, DPAs, NDAs, and renewals — generated, reviewed, and tracked automatically, so fast-moving SaaS teams don't wait on legal.

RG

"Automating approvals was a huge benefit for us, because we're no longer going back-and-forth via email or having to chase people down."

Randy Gleason · Bullhorn

What's holding the team back

Where SaaS contracting slows down and risk hides.

The contracting pain SaaS legal, RevOps, and procurement teams describe most often.

A high volume of sell-side order forms & MSAs gating revenue

Every new subscription, order form, and MSA needs to be drafted, reviewed, and signed quickly — and each one routes through legal before revenue can be recognized.

Auto-renewals and churn-sensitive terms buried across the book of business

Renewal dates, notice periods, and price-protection terms locked into subscription agreements are hard to surface before they affect retention or recurring revenue.

Heavy security and DPA review load slowing deals

Customer DPAs, security addenda, and data-handling terms pile up on every deal — and reviewing them line by line stalls otherwise ready-to-close subscriptions.

Agreement types

Every agreement a SaaS business runs on.

Saige Assist classifies each agreement on ingestion and routes it to the right workflow — without manual triage or a separate intake form per document.

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Subscription & order formsSell-side subscriptions and order forms generated and tracked from one record.
Master Services Agreements (MSAs)Customer and vendor MSAs centralized with the full contract record and approval history.
Data Processing Agreements (DPAs)DPAs and security addenda reviewed against approved positions, with terms extracted and monitored.
NDAs & confidentialitySelf-service generation within guardrails — routine NDAs without a legal ticket.
Partner & reseller agreementsChannel, reseller, and partner agreements captured with full approval history.
Renewals & amendmentsRenewal dates, notice periods, and amended terms tracked as live records across the book of business.

How it works

From intent to outcome — inside your governance, not around it.

01

Intake & classification

Requests arrive by self-service form, email, or system integration. Saige Assist reads the document type — order form, MSA, DPA, NDA — and routes it to the right workflow automatically.

02

AI review & risk extraction

Key terms are extracted in seconds — pricing, liability, data-processing obligations, auto-renewals, and deviations from approved language — with an explainable risk score before an attorney opens the document.

03

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.

04

Execution & post-signature

eSignature routing, audit-trail capture, and automatic obligation extraction on execution — with auto-renewal and notice-period alerts continuing afterward.

Proven in SaaS

What SaaS teams see in production.

Approvals, automated "Automating approvals was a huge benefit for us, because we're no longer going back-and-forth via email or having to chase people down." — Randy Gleason, Bullhorn →
One source of truth Every subscription, MSA, DPA, and renewal searchable and reportable from a single record. — See SaaS stories →

Questions asked before going live

Common questions.

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Yes. Standard agreements are generated from approved templates through smart forms, with the right approvers routed automatically based on what's submitted — so routine requests are fulfilled with little involvement from legal, while exceptions still escalate.
AI review and risk scoring surface what needs attention so reviewers focus on exceptions, not every document. Automated routing and a single view of the queue mean throughput grows without adding headcount in lockstep with contract volume.
DPAs, security addenda, and data-handling terms are reviewed against your approved positions, with key obligations extracted and an explainable risk score before an attorney opens the document — so heavy security review is triaged rather than read line by line on every deal.
IntelAgree connects natively to Salesforce and Workday, alongside Microsoft Word, Outlook, and Teams. An open REST API and webhook framework supports custom integrations with your billing, CRM, and internal systems.
IntelAgree is SOC 2 Type II audited and GDPR-aligned, with a DPA available. Access is controlled by role-based, field-level permissions, and every action is captured in a full audit trail.

Architectural fit

See how SaaS CLM runs on IntelAgree.

A focused walk-through of your team's orchestration — buy-side or sell-side, governance enforced, post-signature operational.

SOC 2 Type IIAudited annually
GDPR-alignedDPA available
Open REST APIWebhooks & custom integrations
Role-based accessField-level permissions

See IntelAgree on your SaaS contracts.

Get a personalized demo built around your subscription, MSA, DPA, NDA, and renewal workflows.

  • AI review and risk scoring on your highest-volume agreement type.
  • Self-service generation and automated routing for routine requests.
  • Open REST API, SOC 2 Type II, GDPR-aligned, full audit trail.

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