IntelloSync Features

Users can create new contracts within the platform using built-in document creation features.

Pre-designed layouts that can be customized to match preferences and requirements

Relevant contract stakeholders can edit, compare, and revise multiple versions of contracts.

Additional information, such as images, memos, and invoices, can be attached to contracts as supplemental resources.

Internal and external users are able to collaborate on contracts through a shared web portal with messaging features.

Contract approvals processes can be streamlined, so that departmental workflows are integrated logically into the system.

Receive notifications and schedule reminders with alerts according to contract milestones.

Contracts can be stored in a central online repository with built in search capabilities.

The contract management platform can integrate with CRM software to associate contracts with customer records, and with CPQ software to feed calculated quote details into the contract.

Enable standard and ad hoc reports of contract statuses and timelines, and access live overviews of contract activities.

An agreement that's only valid if signed by all involved parties, sealed, and delivered

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Set up connections to third-party platforms to improve business processes

Track usage per company, custom time period, or contract

Track payments received for products that haven't be delivered yet

Recognition rules to accrue revenue on a daily or monthly basis

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Use AI to generate content in the form of text, images, videos, etc.

Capability to perform complex tasks without constant human input

Makes informed choices based on available data and objectives

View and track pertinent metrics to find patterns and gain insights from data

Digitally sign online documents

Search for specific words or phrases within a document or database

Import and export data to and from software applications

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws

Electronic signing method that validates the authenticity and integrity of a digital document

Create, edit, and revise contracts/written agreements

Track and document all activities across devices, networks, and other systems

Alter the layout and content of reports

An agreement between a buyer and a seller for the sale and delivery of goods or services

Create, manage and track all task activities and progression

Manage and track the renewal process for various services, subscriptions, contracts, or licenses

Highlight content and/or make notations about parts of content

Create, design and manage workflows for repetitive tasks

Automatically retrieve and pull information from documents, websites, images, data sets, and other sources

A record of all activities within the system, including user access, changes made, etc.

Dialogue between two or more parties to resolve points of difference and agree on a set of legally binding terms

Assemble applications and processes by dragging over and arranging pre-built components

Store and organize documents in a centralized system

Customize data fields to support various needs and use cases

The use of AI to automate the process of reviewing, identifying and marking changes in contracts

Track revisions and updates made to files and navigate between different versions

Track the current status and completion of activities, tasks, goals or deliverables via progress indicators

Manage, organize, and store contact information

Define levels of authorization for access to specific files or systems

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Review and analyze existing information across documents

Add customized logos and colors to align with company branding

Configure existing workflows to meet your organization's needs

Store, manage, and track all electronic documents in a centralized location

Track and report regulatory data to either internal management or external stakeholders

An agreement between a business and an external supplier for the delivery of a set of products or services

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Use AI to generate content in the form of text, images, videos, etc.

Search and filter data across systems to locate required information by entering keywords or certain criteria

Investigate and take action at root cause or error in processes to prevent recurring issues

Series of processes that a document goes through from creation to archiving

Timed notification for any upcoming task, deadline, appointment, or activity

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Pre-designed layouts that can be customized to match preferences and requirements

Track and manage adherence to policies for any service, product, process, or supplier

Intended for medical use such as diagnosis, treatment, and consultation

Specifically designed to address the needs of law firms and legal departments

Notifications that are delivered to users as soon as an event occurs

Initiate collection and analysis of known risks

Assemble applications and processes by dragging over and arranging pre-built components

Provides a channel for team members to share media files, communicate, and work together

Create, design and manage workflows for repetitive tasks

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Ensure that quality requirements and standards are met across production processes

Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes

Manage the process of evaluating documents or requests submitted for approval

Securely stores data to prevent data loss or breaches

Access software remotely via mobile devices

Track revisions and updates made to files and navigate between different versions

Create, manage and track all task activities and progression

Compile and organize data into specific metrics

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Track and document all activities across devices, networks, and other systems

Plan and implement business continuity measures in case of unforeseen events

Includes a variety of messaging formats including industry-specific (EDIFACT, HL7, X12)

Track and monitor efficient handling of all changes/transitions

Create, save, and store files

Public or private sharing of digital files such as documents, audio/video, images, and more

Store, manage, and track all electronic documents in a centralized location

Automated or logic-based workflows that assist in the creation of electronic documents

Set up connections to third-party platforms to improve business processes

Define levels of authorization for access to specific files or systems

Import and export data to and from software applications

A record of all activities within the system, including user access, changes made, etc.

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws

Application programming interface that allows for integration with other systems/databases

Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work

Digitally sign online documents

Review and analyze existing information across documents

Search for specific words or phrases within a document or database

Track what was updated, who made the changes, compare two revisions, and revert or perform another revision

Active reporting of data and metrics

Store, manage and track all forms in a centralized location

Custom forms to streamline repetitious aspects of a document

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving

Set rules for access to expire based on fixed dates, time elapsed, number of views, number of downloads etc.

Ability to recognize printed or written text within digital images or scanned documents

Assign categories, labels, tags, or attributes to documents for organization, search and storage

Retrieval of embedded metadata that is present within a file

Leave comments and notes on documents for others to view

Makes changes to document features such as text, fonts, formatting, etc.

Recover lost, deleted, or damaged files

Ability of websites, web applications, or mobile applications to function without an active internet connection

Highlight content and/or make notations about parts of content

Track and report regulatory data to either internal management or external stakeholders

Manage, store and organize emails within the system or via third-party apps

Add customized logos and colors to align with company branding

Scan, move or upload electronic files within the software's repository

Convert files to a different format

Store and organize documents in a centralized system

Attach digital tags to documents and assets for identification, search, or monitoring purposes

Automatically create schedules based on business needs or employee availability and qualifications

Collect and maintain structured information that describes data or content

Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file

The system automatically saves work on an interval without the user needing to manually save

Track employee/learner's progression through training programs

The process of reverting to a previous version or state

Electronic signing method that validates the authenticity and integrity of a digital document

Track the status over time for a request, process, asset, or transaction

The process of cross-checking new versions with previous copies to identify changes

Document Check-in/Check-out

Use AI to generate content in the form of text, images, videos, etc.

Create, manage, and send invoices or bills to customers

Pre-designed layouts that can be customized to match preferences and requirements

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Creation, processing, verification, and execution of invoices till the payment is made

Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service

Search and filter data across systems to locate required information by entering keywords or certain criteria

Negotiate best prices and choose the right vendor for various purchases

Create and maintain quality vendor data through data validation, maintenance, and audit trails to ensure proper compliance and sourcing

Organize and manage all processes/procedures involved in purchasing goods and/or services

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Store, manage, and track all electronic documents in a centralized location

Plan and coordinate all the resources, costs and time needed to execute assignments

Graphical representation of data

Define levels of authorization for access to specific files or systems

Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period

Initiate collection and analysis of known risks

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Receive data and information in real time

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Closing out contracts by reviewing contract/project completion, finalizing payments, and ensuring terms and compliance as been achieved

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Online portal through which end users can access the system, manage tasks, or obtain information

Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws

Provides a channel for team members to share media files, communicate, and work together

Application programming interface that allows for integration with other systems/databases

Manage the process of evaluating documents or requests submitted for approval

Process payment to vendor(s) for goods/services received

Set up connections to third-party platforms to improve business processes

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Create, send, and track purchase orders and their statuses

Track, store, and access client contracts or licenses

Import and export data to and from software applications

Allow users to access multiple services after entering their login credentials once

Create, design and manage workflows for repetitive tasks

Track and manage adherence to policies for any service, product, process, or supplier

Create, manage and track all task activities and progression