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

Technology agreements, governed at scale.

SaaS subscriptions, vendor contracts, NDAs, DPAs, and partner agreements — generated, reviewed, and routed automatically, so fast-moving software and IT teams don't wait on legal.

JB

"The ability to configure the system independently, without overburdening our IT team or other departments, was phenomenal."

Justin Brenner · Everon

What's holding the team back

The friction points where cycle time and risk concentrate.

The contracting pain software and IT teams describe most often.

Request volume from every team

Sales, partnerships, and procurement all need NDAs, order forms, and DPAs — fast — and they all route through legal.

Legal can't scale linearly with the business

Deal volume grows faster than headcount — so review and approvals become the constraint on revenue.

No single view of the contract queue

It's hard to see what's in flight, approved, or awaiting signature — so nothing can be forecast or unblocked.

Agreement types

Every agreement a software 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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SaaS & subscription agreementsOrder forms, MSAs, and subscription terms generated and tracked from one record.
NDAs & confidentialitySelf-service generation within guardrails — routine NDAs without a legal ticket.
Data Processing Agreements (DPAs)Data-handling terms and sub-processor obligations extracted and monitored.
Vendor & supplier contractsSaaS tooling and services agreements centralized with the contract record.
Partner & reseller agreementsChannel and partnership terms with full negotiation history and approvals.
Order forms & SOWsScope, fees, and renewal terms captured automatically on execution.

How it works

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

01

Intake & classification

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

02

AI review & risk extraction

Key terms are extracted in seconds — fees, liability caps, data-processing scope, 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.

Measurable outcomes

What technology teams see in production.

20 hrs Saved weekly by the legal team. — Everon →
Self-service Standard requests generated by the business without legal involvement. — Bullhorn →

Questions asked before going live

Common questions.

More to discuss? Talk to a solutions specialist.

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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 deal volume.
Implementation is a guided, phased onboarding with a dedicated account team — and teams can configure the system independently afterward through a no-code admin interface, without overburdening IT.
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 CRM, billing, and internal systems.
IntelAgree is SOC 2 Type II audited and GDPR-aligned, with a DPA available. Data-processing terms and sub-processor obligations are extracted from agreements and tracked as live records, with access controlled by role-based permissions.

Architectural fit

See how technology 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 technology contracts.

Get a personalized demo built around your SaaS, vendor, NDA, and partner agreement 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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