Contract Management
How to Make Changes to Your Contract
Unlike traditional workflows where you need to download a file, edit it separately, and re-upload it, MatterSuite lets you edit contracts directly within the platform using its built-in document editors. How It Works Open any contract, and you'll see ...
How to Set Up and Manage Approvals on a Contract
The Approvers tab lets you define and manage approval stages within your contract's lifecycle, ensuring the right people review and sign off before the contract moves forward. How to Add an Approval Phase Open the contract and go to the Approvers ...
How to Track and Move a Contract Through Contract Lifecycle Stages
MatterSuite's Contract Lifecycle The contract lifecycle feature lets you track a contract's progress starting from drafting all the way to execution. How to Progress a Contract Through the Lifecycle Every contract moves through five stages: Draft ...
Access to Contracts Overview - MatterSuite
The Contract Overview The Contract Overview tab gives you a complete view of the contract document, along with all the key information and status details linked to it. Contract Stage, Next Step & Access At the top of the page, three cards keep you ...
AI Contract Extraction and Risk Analysis in MatterSuite
You can find the option to analyze your contracts within the contracts overview tab when viewing your contract in the top right corner. AI Disclaimer - A notice reminding you that AI-generated content may be inaccurate and should be verified before ...
How to Create a Contract from a Template in MatterSuite
Step 1: Select a Contract Template Choose a Contract Template from the dropdown. This field is required, so pick the template that best matches the type of contract you're creating. Step 2: Continue to the Document Screen Click Continue to open the ...
How to Generate a Contract with AI in MatterSuite
Step 1: Start the AI Chat Select Generate from AI to open a chat window where the AI will guide you through creating your contract. Step 2: Answer the AI's Questions The AI asks a series of simple questions to understand what kind of contract you ...
How to Upload Contracts in MatterSuite
After selecting Upload, you'll go through two quick steps to add your contract: Step 1: Upload the Contract Drag and drop your file, or click to browse and select it from your computer. MatterSuite supports PDF and DOCX files, up to 10MB. You can ...
How to Create Contracts in MatterSuite
To create a new contract, go to the Contracts section and open the Drafts tab. From there, click Add Contract, and you'll see three options to choose from: - Upload: Choose a file from your computer, or simply drag and drop it into MatterSuite to get ...
Contract Overview of MatterSuite
Overview of Contracts in MatterSuite Contract Header Elements: Contract Title and Details: Displays the name of the agreement, its unique ID number, and the contract type Navigation Tabs: Switch between different functional areas of the contract ...
Contract Dashboard in MatterSuite
What is a Contract Dashboard? A contract dashboard is a visual summary screen that gives you a quick, at-a-glance view of all the contracts in your system. Instead of opening each contract individually to check its status, value, or progress, the ...
Mastering Contract Lifecycle Management (CLM) including e-signature in MatterSuite
Efficiently managing contracts is the backbone of any legal department or law firm. MatterSuite offers a comprehensive Contract Lifecycle Management (CLM) solution designed to automate every phase—from initial drafting to final execution—integrated ...
Introducing MatterSuite CLM: Streamline Your Contracts from Draft to Signature
Applies to: In-house Legal Teams, Law Firms, and Corporate Departments Managing contracts shouldn’t feel like a manual chore. We are excited to introduce MatterSuite CLM (Contract Lifecycle Management)—a powerful set of tools designed to help you ...