ContractWorks is designed for fast deployment, often completed within a few hours to 1–2 days, depending on contract volume and complexity. The steps are:
Account Setup
After purchase, your organization receives admin credentials and access to the ContractWorks dashboard.
Initial Configuration
Define user roles, permissions, and security settings. The platform is SOC 2 Type 2 compliant, ensuring secure governance from the start.
Repository Structure
Create folders and organize your contract repository by department, region, or project for easy navigation.
Bulk Upload Contracts
Drag-and-drop existing contracts into the system. AI-powered OCR and auto-tagging begin immediately to extract key data.
Metadata & Tagging
AI identifies and applies smart tags for critical details like parties, dates, and clauses, reducing manual entry.
Workflow Setup
Configure conditional approval paths, e-signature settings, and routing rules to match your business processes.
Template Integration
Upload pre-approved templates for quick drafting and standardization of agreements.
Training & Support
ContractWorks provides onboarding sessions and 24/7 support to ensure smooth adoption.
ContractWorks can be customized to fit specific business needs, though its customization is designed to remain simple and user-friendly rather than deeply complex like enterprise CLM platforms. Here are the main customization options and data points:
You can create custom folder hierarchies to organize contracts by department, region, project, or any internal classification.
Granular access control allows you to define user roles and permissions for different teams, ensuring security and compliance.
Organizations can add their own tags and metadata fields to classify contracts according to internal requirements, making reporting and searching more precise.
Conditional approval workflows can be tailored to match your business processes, including routing rules for different contract types.
Upload and manage pre-approved templates for standardized contract drafting, reducing errors and ensuring compliance.
Set up custom reminders for renewals, expirations, and obligations based on your organization’s timelines and compliance needs.
Create custom reports and dashboards to monitor KPIs, compliance metrics, and contract lifecycle stages. Reports can be exported for audits or internal reviews.
ContractWorks offers API connectivity to integrate with CRM, ERP, and financial systems, enabling seamless data flow across platforms.
Users can train the AI tagging system with organization-specific prompts, improving accuracy for clause recognition and metadata extraction.
Limited branding customization is available for portals and documents, allowing you to include your company logo and color scheme.
ContractWorks uses a transparent flat-rate pricing model, which means:
ContractWorks offers:
ContractWorks prioritizes security with:
ContractWorks follows a continuous improvement model, releasing updates regularly throughout the year. These updates include feature enhancements, security patches, and performance improvements. Updates are cloud-based and automatic, meaning users do not need to manually install anything. All changes are deployed seamlessly without downtime, and ContractWorks provides release notes and notifications so administrators can stay informed. This approach ensures the platform remains secure, compliant, and up-to-date without disrupting business operations.
ContractWorks maintains a customer-first data ownership policy:
ContractWorks offers flexible scaling options:
Transparent Pricing – Adjustments are made based on storage and feature requirements, not per-user fees.
This flexibility ensures organizations can adapt their CLM solution as they grow or streamline operations without incurring unnecessary costs.
Contracts auto-renew at the end of each term unless cancelled in writing before the renewal effective date.
During this period, Onit provides up to 2 hours of free assistance to export data in standard formats (e.g., PDF, CSV, Excel).
Adding additional e-signature users post-initial sign-up incurs supplemental fees billed quarterly or at renewal.
Onit (ContractWorks) maintains 2024 SOC 2 Type 2 and SOC 1 Type 2 reports, with encryption of data at rest and in transit via TLS 1.2+ and AES-256.
GDPR support is supported—indicating Onit acts as a processor under GDPR and enables export, erasure, and data control in compliance with EU law.
Continuous vulnerability scanning and quarterly penetration tests are conducted.
Features include granular role-based access, multi-factor authentication (MFA), and comprehensive audit trails.
Policies include background checks, quarterly access reviews, written incident response, and clear desk procedures for physical security.
