1. [Home](https://www.g2.com/) 2. ... 3. [Policy Management Software](https://www.g2.com/categories/policy-management) 4. [Ideagen Compliance Discussions](https://www.g2.com/products/ideagen-compliance/discuss) [ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_f8ef42f3d28d8c88037db1d49c05710d/ideagen-compliance.png "Product Avatar Image") ](/products/ideagen-compliance/reviews) [ Ideagen Compliance ](/products/ideagen-compliance/reviews) (15)4.5/5 Ideagen Compliance: All-in-One Compliance Management on Microsoft 365 SharePoint Ideagen Compliance (formerly ConvergePoint) is enterprise compliance management software built natively on Microsoft 365 SharePoint, delivering complete lifecycle management for policies, contracts, incidents, and conflict of interest disclosures from a single platform. Who Uses It Compliance officers, legal teams, HR professionals, and safety managers across organizations of all sizes—from small businesses to Fortune 500 companies — use Ideagen Compliance to centralize compliance activities, automate workflows, and maintain audit readiness. Currently serving customers across healthcare, financial services, manufacturing, government, education, and other regulated industries in the US, Canada, UK, South Africa, Australia, and New Zealand. Key Features - Policy Management - Automate policy creation, review, approval, distribution, and attestation workflows. Track version control, maintain audit trails, and manage multi-language policies across business units. - Contract Management - Full enterprise contract lifecycle management from request through execution. Create contracts using templates and clause libraries, collaborate on redlining, route through approvals, execute with integrated eSignature (DocuSign, Adobe Sign), and store in a centralized repository. Automated alerts for renewals, expirations, and obligations ensure you never miss critical dates. - Incident Management - Capture and resolve workplace incidents with configurable workflows, root cause analysis, corrective action tracking, and real-time dashboards for continuous improvement. - COI Management - Automate disclosure campaigns, flag potential conflicts, maintain relationship mapping, and support annual recertification requirements. Why Customers Choose Ideagen Compliance - Works Inside Microsoft 365 - Unlike standalone tools, Ideagen Compliance installs as an app on your existing SharePoint tenant in under 10 minutes. Single sign-on through Azure Active Directory, native add-ins for Outlook/Teams/Word, and tight integration with Exchange eliminate additional logins and training. - Enterprise Security - All documents stay on your Office 365 platform with your existing security protocols. Control access using Active Directory with extensive audit trails built in. - Powerful Integrations - Native integration with eSignature platforms (DocuSign, Adobe Sign), CRM systems (Salesforce, Dynamics), and AI features that reduce contract management effort. - Scales with Growth - Ideal for organizations with 100+ employees managing large policy volumes, rapid contract growth, or complex regulatory requirements across federal, state, and international jurisdictions. Transform compliance from reactive burden to strategic advantage with the industry's only all-in-one compliance suite built for Microsoft 365. Show More * * * ### 60.0 Nps Score Already have Ideagen Compliance? ### All Ideagen Compliance Discussions Search Most CommentedMost HelpfulPinned by G2Newest All DiscussionsDiscussions with CommentsPinned by G2Discussions without Comments FilterFilter Filter byExpand/Collapse Sort by Most Commented Most Helpful Pinned by G2 Newest Filter by All Discussions Discussions with Comments Pinned by G2 Discussions without Comments ![Pinned by G2 as a common question](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Pinned by G2 as a common question") G2 Pinned by G2 as a common question • almost 3 years ago More Options - [ # What is ConvergePoint Policy Management used for? ](/discussions/what-is-convergepoint-policy-management-used-for) What is ConvergePoint Policy Management used for? [ Policy Management Software ](https://www.g2.com/tags/policy-management-software) * * * \<0\>0\>Upvotes * * * 0 Comments [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Ideagen+Compliance+questions+and+get+answers+from+expert+users+in+our+Ideagen+Compliance+Discussions+section.&title=Ideagen+Compliance+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fideagen-compliance%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Ideagen+Compliance+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fideagen-compliance%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fideagen-compliance%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Ideagen+Compliance+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fideagen-compliance%2Fdiscuss%0aAsk+Ideagen+Compliance+questions+and+get+answers+from+expert+users+in+our+Ideagen+Compliance+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Ideagen+Compliance+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fideagen-compliance%2Fdiscuss%0aAsk+Ideagen+Compliance+questions+and+get+answers+from+expert+users+in+our+Ideagen+Compliance+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ## Start a New Software Discussion Have a software question? Get answers from real users and experts [Start A Discussion](/products/ideagen-compliance/discussions/new) * * * ![Product Avatar Image](https://images.g2crowd.com/uploads/product/hd_favicon/3d8ef05754eebad2554b409420ffd639/ideagen-compliance.svg "Product Avatar Image") ### Have you used Ideagen Compliance before? Answer a few questions to help the Ideagen Compliance community [ Yes ](javascript:void(0))[ Yes ](https://www.g2.com/authorize?form=signup&return_to=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fideagen-compliance%2Fdiscuss%3Fsmall_ask%3Dideagen-compliance) No