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Product · Workflow

From intake to renewal — one connected workflow.

Every stage of the agreement lifecycle on a single platform — so contracts move from request to signature to renewal without handoff gaps, re-keying, or work falling through the cracks.

The lifecycle

Six stages. Zero handoff gaps.

One platform, one record — from the first request to the renewal reminder.

1
Intake

Any entry point

Email, Word, Salesforce, or a web form — Saige Assist classifies the agreement and routes it.

2
AI Review

Extracted & scored

Material terms pulled, clause risk flagged, deviations scored — in minutes.

3
Negotiate

On-playbook redlines

Deviations flagged and on-playbook language proposed, right in Word.

4
Approve

Conditional routing

Approvals trigger on deal size, liability cap, and non-standard terms.

5
Sign

From the same record

Routed to DocuSign or Adobe Sign with signers pre-populated.

6
Manage

Obligations & renewals

Every obligation and renewal date is a live record, surfaced before it matters.

By role

The same workflow, from your seat.

One connected lifecycle — but Legal, Procurement, Sales, and Finance each own different moments. Here's where you fit.

It comes down to tracking and tracing what you've committed to — and being able to find a contract and its terms in seconds, even across a recall or an acquisition.

1
Intake

Start a vendor agreement from your procurement system — supplier, entity, and terms up front.

You own
2
AI Review

Saige Assist extracts every material term — pricing, renewal, liability — so nothing hides in a PDF.

3
Approve

Routing that mirrors your real spend-approval matrix.

4
Manage

Obligations, renewals, and MSA → SOW → amendment hierarchy as live records — find any contract in seconds.

You own

Find any contract, term, and obligation across the portfolio in plain language.

Outcome: no surprise auto-renewals, no week-long hunt for what a contract actually says.

Simulated product UI

Your sales paper starts in the CRM — order forms, SOWs, standard agreements — and reps shouldn't wait on legal to generate it. If the tool doesn't live where the deal lives, they route around it.

1
Intake

Generate order forms, SOWs, and standard agreements from the CRM — auto-populated from your Salesforce data.

You own
2
AI Review

Non-standard terms auto-flag for legal; standard deals flow straight through.

3
Approve

Real-time visibility into who has the ball — no wondering whether a contract is stuck.

4
Sign

Send for signature in a click; signed status syncs back to the CRM your team lives in.

You own

Every agreement's status in one view — synced where your team already works.

Outcome: sales paper is generated where the deal lives and moves at pipeline speed; legal only touches the exceptions.

Simulated product UI

When the auditors ask, you need obligation and exposure visibility in hours, not a multi-day fire drill — and proof that controls held at every step.

1
Approve

Approval authority limits enforce who can commit the organization to what.

You own
2
Sign

Every action is captured in a timestamped, immutable audit trail.

3
Manage

Pull obligation, exposure, and revenue-recognition reports on demand.

You own

Pull obligation, exposure, and revenue-recognition reports on demand.

Outcome: audit-ready by design — SOC 2 Type II, ICOFR-ready, every action traceable.

Simulated product UI

See it on your contracts →

Watch the full demo

See the whole workflow, end to end.

A complete walkthrough of IntelAgree — from intake to renewal, across every role on this page.

Full product demo · 13:26

IntelAgree vs Ironclad

Adaptive intent vs. templated workflow.

Both platforms streamline contract operations. They differ at the architecture: Ironclad assembles workflows from configurable templates; IntelAgree assembles workflows from agreement intent, with governance applied as constraints rather than templates.

CapabilityIntelAgreeIronclad
Workflow assembly modelDynamic per agreement intent; assembled at runtime from clause library and risk rulesConfigurable templates; assembled by template selection at intake
AI integration depthSaige Assist operates inside governance: clause selection, routing, and draft assembly all bounded by the approval matrixAI Assist features added to template-driven workflows; positioned alongside the workflow
Buy-side and sell-side coverageSingle platform serving procurement, legal, and revenue teams with role-appropriate viewsStrong sell-side heritage; buy-side workflows built atop the same platform
Governance enforcementApproval gates, mandatory clauses, risk thresholds, and regulatory checks run as constraints inside the AI's pathApproval routing and conditional logic configurable per template
Adaptation to business changeAdaptive intent re-evaluates context per case; new agreement types absorbed without template build cyclesNew agreement types require new template configuration
Audit traceabilityEvery action — including AI proposals — logged with provenance to source clause and authorityWorkflow events logged; AI Assist actions visible in the event stream

Comparison reflects architectural differences between the platforms; both streamline contract operations. Ironclad has an established brand and a wide ecosystem.

G2

Rated by the people who use it.

On G2 — the independent software-review platform — IntelAgree's customers recognize the things that matter most to lean legal and procurement teams: how easy it is to work with, the support behind it, and day-to-day satisfaction.

Easiest To Do Business With
High Performer
Users Love Us

Security & Compliance

  • SOC 2 Type II Audited annually
  • GDPR Compliant EU data protection
  • HIPAA Ready Healthcare-grade
  • 256-bit AES Encryption at rest & transit
  • SSO & SAML Enterprise access control

See your contract workflow, end to end.

Get a personalized demo — we'll map IntelAgree to the way your team moves a contract from intake to renewal.

  • A walkthrough across all six lifecycle stages on your use case.
  • How AI review, redlining, and approvals work on your playbook.
  • A look at the integrations that connect your stack.

Request a demo