Structured Agreement Management & Approval Workflows

Structured Agreement Management

Create, collaborate, and track approval workflows for any type of agreement. Organize content hierarchically with sections and assertions, manage required approvals, and maintain complete audit trails - all while keeping your data secure.

🔒 Your agreement data stays in your control
See How It Works

How Agreements Works

Streamline your approval process with structured document management and real-time collaboration.

1

Create Structure

Organize your agreements into logical sections and assertions. Use markdown formatting for rich content, and define which users must approve each assertion versus those who are simply mentioned for context.

2

Collaborate & Approve

Required users receive notifications to review and approve assertions. Track approval status in real-time with visual indicators showing who has accepted, rejected, or not yet reviewed each item.

3

Track & Audit

Maintain complete audit trails of all changes, approvals, and rejections. Export approval reports, roll back to previous versions, and ensure compliance with full change history tracking.

🔒 Complete Control Over Your Agreement Data

Self-hosted deployment options available. Your sensitive agreement content and approval data remains under your organization's control with enterprise-grade security.

Hierarchical Documents

Structure agreements with ordered sections and assertions. Use markdown for rich formatting while maintaining clear organization and easy navigation.

Approval Workflows

Define required approvers vs. mentioned users for each assertion. Track approval status with visual indicators and automated notifications for pending reviews.

Single-User Mode

Perfect for solo professionals managing client agreements. Assign and manage approvals on behalf of other parties while maintaining clear audit trails.

Complete Audit Trails

Track every change, approval, and rejection with timestamps and user attribution. Generate compliance reports and maintain version history for all agreements.

Real-Time Collaboration

See live updates as team members review and approve assertions. Built-in commenting system for discussion and feedback on specific sections.

Role-Based Access

Control document access with granular permissions. Owners, editors, reviewers, and viewers each have appropriate levels of access and capabilities.

Professional Use Cases

Agreements is designed for teams and professionals who need structured document collaboration with accountability.

Legal & Compliance

Manage contract reviews, policy updates, and compliance documentation with required approvals. Maintain audit trails for regulatory requirements and legal discovery.

Project Management

Coordinate project requirements, stakeholder sign-offs, and milestone approvals. Track who has approved project phases and maintain clear accountability.

HR & Policy Management

Manage employee handbook updates, policy changes, and training materials. Ensure all stakeholders review and acknowledge important organizational changes.

Client Collaboration

Share project proposals, statements of work, and deliverable specifications with clients. Track approvals and maintain professional documentation throughout engagements.

Flexible Pricing Plans

Choose the plan that fits your agreement management needs

Individual

$29/month

Perfect for solo professionals managing client agreements and personal projects

  • Up to 25 active agreements
  • Single-user mode included
  • Basic audit trails
  • Email support

Team

$79/month

Advanced collaboration features for small to medium teams

  • Unlimited agreements
  • Up to 50 team members
  • Advanced approval workflows
  • Complete audit trails
  • Priority support

Enterprise

Custom

Full-featured platform with enterprise security and dedicated support

  • Unlimited everything
  • Self-hosted options
  • Custom integrations
  • SLA guarantees
  • Dedicated support

Privacy & Security Transparency

Here's exactly what we can and cannot see with your agreement data:

❌ What We CANNOT See

  • Agreement content - Document text, sections, assertions
  • User discussions - Comments, feedback, internal communications
  • Approval decisions - Who approved or rejected what items
  • Organizational structure - Your team hierarchy and relationships
  • Document metadata - Titles, descriptions, internal classifications
  • Audit trail details - Change history and approval workflows

With self-hosted deployment, your data never leaves your infrastructure.

✅ What We CAN See

  • Account information - Email addresses for authentication
  • Usage analytics - Feature usage patterns (not content)
  • System performance - Response times and error rates
  • Billing information - Payment processing and subscription status
  • Support interactions - When you contact us for help

We see only what's necessary to provide the service - never your sensitive content.

Security & Compliance

Enterprise-grade security for your most sensitive agreement data

End-to-end encryption for all agreement content
Role-based access controls and permissions
Complete audit trails for compliance reporting
Self-hosted deployment options available
SOC 2 Type II compliance (Enterprise plan)
GDPR and CCPA compliance built-in
Multi-factor authentication required
Regular security audits and penetration testing

Frequently Asked Questions

Common questions about agreement management and approval workflows

📄 How do approval workflows work?

You define which users must approve each assertion in your agreement. Users receive notifications, review the content, and can approve, reject, or request changes. Visual indicators show approval status in real-time.

👤 What is single-user mode?

Single-user mode allows one person to manage approvals on behalf of others. Perfect for consultants or freelancers who need to track client approvals but manage the process themselves.

🔄 Can I track changes over time?

Yes! Every change is logged with timestamps and user attribution. You can see what changed, when, and who made the change. Version history lets you compare different states of the agreement.

🏢 Does this work for large organizations?

Absolutely. Enterprise plans support unlimited users, custom integrations, and self-hosted deployments. Role-based permissions scale to complex organizational structures.

💾 Where is my data stored?

Cloud plans use encrypted storage in secure data centers. Enterprise customers can choose self-hosted deployment to keep all data on their own infrastructure.

🔗 Can I integrate with other tools?

Yes! API access allows integration with existing workflows. Enterprise plans include custom integrations with document management systems, CRMs, and project management tools.

Have more questions? Contact our team

Technical Architecture

Built for scale, security, and real-time collaboration

🗄️ Structured Data Model

Hierarchical Schema: Agreements contain ordered sections with individual assertions. Each assertion can have required approvers and mentioned users.

Flexible Content: Markdown support for rich text formatting while maintaining structured data for efficient querying and reporting.

⚡ Real-Time Collaboration

Live Updates: See approval status changes instantly using WebSocket connections. No page refreshes needed to stay current.

Conflict Resolution: Automatic handling of simultaneous edits with user-friendly merge resolution when conflicts occur.

🔐 Security Architecture

Zero-Trust Model: Every request is authenticated and authorized. Role-based permissions enforced at the database level.

Encryption Everywhere: Data encrypted in transit and at rest. Keys managed separately from data with regular rotation.

📊 Audit & Compliance

Complete Change Log: Every modification tracked with user, timestamp, and change details. Immutable audit trail for compliance.

Snapshot System: Point-in-time captures of entire agreement state for version comparison and rollback capabilities.

🚀 Performance & Scale

Optimized Queries: Efficient database indexes and query patterns for sub-second response times even with large documents.

Horizontal Scaling: Architecture supports scaling to thousands of concurrent users across multiple agreements.

🔌 Integration Ready

RESTful API: Complete API access for all functionality. Webhooks for real-time notifications to external systems.

Single Sign-On: SAML and OAuth integration with popular identity providers for seamless user management.

Need technical details? Contact our engineering team