Key Features and Functions include:

Contract & matter intake and tracking
Intake forms or email capture initiate tasks or contract matters; these are tracked through the full lifecycle from request to execution.

Version control and document management
The platform locks documents during editing, tracks revisions, retains full version history and provides searchable document storage including OCR-capabilities.

Automated workflow and approval routing
Administrators can build workflow logic (e.g., routing all contracts over a specified value for finance approval); non-licensed users may approve via email.

Email and signature integrations
The system integrates with Outlook to create or update tasks from email and supports e-signature workflows (e.g., with DocuSign) as part of the contract lifecycle.

Reporting and analytics
Dashboard widgets and status-time-tracking reports allow visibility into contract stages, bottlenecks, user/assignee performance and project progress.

Role-based security and compliance
Tailored permissions, audit logs, and support for data-privacy frameworks (such as GDPR and CCPA) are included in the architecture.

Project and task management
Beyond contract tasks, the platform supports general project tasks, subtasks, linking of related tasks/issues, capacity planning, and calendar/issue-tracking functionality.

Customizable platform and templates
Users can upload unlimited document templates, create clause libraries, set custom fields, and tailor workflows so the system aligns with organizational process rather than forcing a generic model.