Agreement Manager

Gain total control of agreements with a unified workspace for creation, drafting, approvals and secure storage. Increase compliance, cut administration and keep every contract at your fingertips— from first draft to digital signature and beyond.

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User reviewing contract on tablet

Product Key Features

đź“‘Unified Agreement Workspace

Create, collaborate and e‑sign every agreement in one secure hub.

  • Launch new agreements via central templates for consistency
  • Guided data capture ensures all critical information is recorded
  • Single location for internal drafting & external e‑signing

⏰Automated Lifecycle Actions

Renewal, review and downstream tasks trigger themselves.

  • Automatic reminders before expiry or review dates
  • Triggers invoicing, project creation and other downstream processes

đź”’Transparent Containers & Permissions

Stakeholders see what matters—sensitive docs stay private.

  • Agreement containers visible for organisational awareness
  • Document‑level security keeps confidential content protected

🔍Smart Search & BI Insights

Find, filter and report on agreements instantly.

  • Search by structure, counterparty, type, start or expiry
  • Visual dashboards delivered through Power BI

Resources

  • See the Circle T Agreement Manager high level Informational Pack
  • Agreement Manager showcased on M365 app source here

Showcase

Intranet screenshot 1