Contracts 365

What Contracts 365 does

Contracts 365, Inc. is a privately held contract lifecycle management (CLM) software vendor headquartered in Newburyport, Massachusetts. The company sells a SaaS CLM platform purpose-built for organizations running Microsoft 365, with SharePoint serving as the contract repository and Microsoft Azure hosting the subscription service. The platform covers the full contract lifecycle — request, authoring, collaboration, review and approval, execution, storage, search, reporting, and auditability — and is differentiated by bi-directional integration with Microsoft Dynamics 365 and Salesforce CRM systems, eSignature connectors (DocuSign and AdobeSign), and embedding within the Microsoft identity, security, and Power Platform fabric.

The product is augmented by an AI Companions suite built on Microsoft's AI stack: the AI Extraction Companion automates metadata capture, clause extraction, summarization, and risk flagging during ingestion; the AI Negotiation Companion generates suggested redlines, fallback language, and clause comparisons against playbooks inside Microsoft Word. A '30-Second Contracting' design principle and specialized modules for property management and supplier management round out the surface area. The company is EU-U.S. DPF, Swiss-U.S. DPF, GDPR, and CCPA certified.

Go-to-market is consultative direct enterprise sales targeting organizations of 250–10,000 employees, with pricing on a quote-based annual subscription basis and no public price list. Distribution is supplemented by a Partners Program for implementation and integration resellers. The company is founder- and management-owned with no disclosed institutional funding rounds; named customers span manufacturing (New Balance, Fender, Zeiss), retail (Urban Outfitters, Balsam Brands), entertainment (Mohegan), healthcare (ClearPoint Health), consulting (enVista), and public utilities (Grant County PUD, Chelan PUD).

Name

Contracts 365

Legal name

Contracts 365, Inc.

Website

https://contracts365.com

Company type

Private

Founded year

1996

Operating status

Operating

Headcount range

11–50 employees

Short description

Contracts 365 is a SaaS contract lifecycle management platform built natively on Microsoft 365, using SharePoint as the contract repository and integrating bi-directionally with Dynamics 365 and Salesforce for mid-market and enterprise legal, sales, and procurement teams.

Ownership category

akta.pro rank

Product category

Contract Lifecycle Management (CLM) Software

NAICS

Software Publishers (513210)

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

Contract Lifecycle Management (CLM) & Document Automation (BPAEAPAD)

akta.pro secondary industry

Contract Lifecycle Management (CLM) & Document Generation/Templating (HDAEAGAL)

Keywords

• Contract lifecycle management
• Microsoft 365 CLM software
• SharePoint contract repository
• AI contract negotiation software
• SaaS contract management platform

Headquarters

HQ city

Newburyport

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

1. SaaS Subscription: Cloud-based subscription service delivered as SaaS. Customers require separate Microsoft 365 subscription from Microsoft. Pricing is quote-based / not publicly disclosed.

Pricing tiers

Distribution channels2 records

Marketing channels6 records

Core offering

Contracts 365 sells a cloud-based contract lifecycle management (CLM) platform built natively on Microsoft 365, using SharePoint inside the customer's Microsoft tenant as the contract repository and Microsoft Azure for hosting. It manages the full contract lifecycle — request, authoring, collaboration, review, approval, execution, storage, search, reporting, and auditability — and adds AI companions (AI Extraction for metadata capture and AI Negotiation for redline generation), bi-directional CRM integration with Microsoft Dynamics 365 and Salesforce, and e-signature connectors (DocuSign, AdobeSign). It is offered as an annual SaaS subscription on a quote-based, consultative sales basis, targeting enterprise and mid-market Microsoft-centric organizations with high contract volume.

Product overview

Contracts 365 is a unified contract lifecycle management platform built specifically for Microsoft 365 users. The core product is the Contract Lifecycle Management (CLM) Platform, which operates natively within Microsoft 365 using SharePoint as the contract repository. The platform includes AI-powered companions (AI Extraction Companion and AI Negotiation Companion) as add-on modules, and specialized business modules for Property Management and Supplier Management. Key differentiators include 30-second contracting capabilities and deep bi-directional integration with Microsoft Dynamics 365 and Salesforce CRM systems.

Differentiator

Problem solved

Functional benefit

Products and services

• Contract Lifecycle Management (CLM) Platform Core cloud-based contract lifecycle management software built natively for Microsoft 365 that uses SharePoint as the contract repository inside the customer's Microsoft tenant. Supports the full contract lifecycle — request, authoring, collaboration, review, approval, execution, storage, search, reporting, and auditability — for enterprise and mid-market legal, sales, procurement, and IT teams.
• AI Extraction Companion AI-powered companion module that automatically captures and validates contract metadata without manual entry, supporting contract summarization, clause extraction, risk identification and flagging during contract ingestion and counterparty onboarding. Built on the Microsoft AI stack and embedded in the Contracts 365 CLM platform for legal and contract management users.
• AI Negotiation Companion AI-powered companion that analyzes contract language, identifies risks, generates suggested redlines and fallback language, and compares clauses against standards or playbooks to accelerate contract negotiation. Embedded in Microsoft Word for faster redlining and bundled with the Contracts 365 CLM platform for legal, sales, and procurement teams.
• Property Management Module Industry add-on module for the Contracts 365 CLM platform that helps property managers, investors, and developers track the lifecycle of real estate contracts across diverse portfolios. Sits on top of the Microsoft 365-native CLM core and is targeted at real estate and property management organizations.
• Supplier Management Module Business add-on module that centralizes supplier relationships, streamlines contract management, and facilitates procurement processes on top of the Contracts 365 CLM platform, for procurement and vendor management teams.

Quantifiable outcome

• Reduced contract request and access time to under 30 seconds
• +3 more outcomes

Named customers10 records

Segments16 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration19 records

AI capability7 records

Feature5 records

Partnerships

Eight partnerships are on record, tiered core and supporting.

• MicrosoftcoreTechnology or IntegrationCore platform partnership. Contracts 365 is purpose-built for Microsoft 365, leveraging SharePoint as contract repository, Microsoft identity and security controls, and integration with Microsoft Dynamics 365, Power Platform (Power Automate, Power BI), and the broader Microsoft ecosystem. Contracts are stored within customer's Microsoft 365 tenant.
• Microsoft Dynamics 365coreTechnology or IntegrationBi-directional integration with Microsoft Dynamics 365 CRM. Sales teams can request, create, and view contracts directly from within Dynamics 365 without leaving their dashboard. Contract terms automatically sync back to CRM records.
• SalesforcecoreTechnology or IntegrationBi-directional integration with Salesforce CRM enabling sales teams to initiate contract requests, auto-populate forms with customer data, and manage approvals from within Salesforce.
• DocuSignsupportingTechnology or IntegrationIntegration for electronic signature of documents processed by Contracts 365 subscription services.
• AdobeSignsupportingTechnology or IntegrationIntegration for electronic signature of documents processed by Contracts 365 subscription services.
• Microsoft Power PlatformsupportingTechnology or IntegrationIntegration with Power Automate for workflow automation and Power BI for reporting and analytics. Extensible architecture supported by APIs.
• Microsoft AzuresupportingTechnology or IntegrationContracts 365 subscription service is hosted on Microsoft Azure cloud infrastructure.
• Microsoft Azure Active DirectorysupportingTechnology or IntegrationSecure access through Azure Active Directory. Employees use existing credentials for permission-based access to contract data.

Scale indicators1 record

Recent moves6 records

Expansion highlights5 records

Direct peers

• Icertis: Icertis is one of the largest independent contract lifecycle management platforms, serving large enterprises across multiple verticals. It competes directly with Contracts 365 in the CLM category, though it operates platform-agnostically rather than being Microsoft-native.
• Ironclad: Ironclad is a well-funded digital contracting platform serving legal and sales teams at mid-market and enterprise. It is the most commonly cited direct competitor to Contracts 365 in the modern CLM category, with overlapping AI-driven contract review features.
• Agiloft: Agiloft is a long-established CLM platform with configurable workflows and AI clause analysis. It competes for the same legal-ops buyer as Contracts 365, especially in mid-market and large enterprises, though without Microsoft-native repository positioning.
• CobbleStone Software: CobbleStone has offered contract management software for over two decades, targeting legal and procurement at mid-market. It is a direct peer in the on-premises and SaaS CLM space, though it does not have Contracts 365's Microsoft 365 native positioning.
• ContractWorks: ContractWorks is a CLM platform focused on simplicity, AI-powered search, and quick deployment for mid-market legal teams. It directly overlaps with Contracts 365's mid-market contract management use cases.
• SirionLabs: SirionLabs operates a CLM platform that emphasizes AI-driven contract analytics and post-execution obligation management. It targets large enterprises and competes with Contracts 365 on AI capabilities and lifecycle breadth.

Broad incumbents

• DocuSign CLM (formerly SpringCM): DocuSign's CLM product (integrated from SpringCM) bundles contract management with the dominant eSignature platform. It competes with Contracts 365 for legal and procurement buyers, especially for organizations already standardized on DocuSign for signing.
• Adobe Acrobat Sign CLM: Adobe's Acrobat Sign platform has been extended into CLM capabilities as part of its document cloud. It competes with Contracts 365 in the eSignature-and-contract-management bundle, particularly for customers standardized on Adobe.
• Microsoft Dynamics 365 Contract Management: Microsoft Dynamics 365 itself surfaces contract management and document automation features, and Microsoft could compete directly with Contracts 365 by deepening these capabilities. This is the platform-owner competitor that most threatens Contracts 365's positioning.

Emerging players

• Concord: Concord is a cloud-based contract management platform focused on simplicity and SMB-to-mid-market adoption. It competes with Contracts 365 for buyers who want modern UX, though it lacks Microsoft ecosystem depth.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/contracts365
• LinkedInlinkedin.com/company/contracts-365

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Contracts 365