With thousands of users in legal, marketing, accounting, and secretarial professions, ContactManager dramatically increases the knowledge of clients and prospects for the business enterprise. ContactManager optimizes the matter intake process, uncovers client and prospect relations, identifies new and existing opportunities, speeds up the process for effective marketing campaigns, and helps users share valuable knowledge about their customer base.

Some of its features are:

1. Contract Dashboards: Provides visibility into active contracts using Microsoft Power BI, allowing real-time insights and configurable metadata such as expiration dates, contract value, and ownership.
2. Document Workflows: Facilitates approval workflows via Microsoft Power Automate, incorporating alerts and notifications to remind users of critical contract dates.
3. Tracking & Reporting: Monitors contracts for milestone dates, compliance, and upcoming expirations, with customizable dashboard reports for better oversight.
4. Storage & Organization: This feature enables efficient contract storage and retrieval with advanced search capabilities, eliminating the need to manually sift through shared drives or emails.

These features improve contract lifecycle.