One system for a 2–3 person legal team
Intake, drafting, approval, signature and every obligation after it, working in the Microsoft 365 apps you already use, with documents stored in your SharePoint. Live in 6–8 weeks.
- RequestForm complete · routed to Legal
- Draft & reviewv0.3 · drafted in Word with the Dock add-in
- SignOut for signature · 1 of 2 signed
- 4Obligations3 obligations · reminders set
Requests arrive complete
Request forms capture value, counterparty and end date up front. Routing rules send each request to the right team (for example, anything over $15,000 goes to Finance) and Dock recommends the approval workflow. The details carry into the draft, so you enter them once. Request intake is Professional and Enterprise.
Every draft starts from approved language
Draft in Word with the Dock add-in, starting from your templates and clause library (Professional and Enterprise), with one version history the whole team can see. Redline and compare versions in the Dock Document Editor (v6.1+). Got their paper, not yours? Upload it, click Extract, and Dock AI fills the contract form (party, effective date, governing law, notice-to-cancel days, cost) for you to review. Add playbook review with the Dock AI add-on.
Each party’s aggregate liability shall not exceed the fees paid in the twelve months preceding the claim.
Approvals that match how you work
Global Admins create approval templates with sequential or parallel stages, either all-approve or any-one-approves. Anyone with edit rights on the contract or request adds a workflow from a template, adds or removes approvers, sets due dates and can restart it. Approvers are notified by email or Teams message and approve or reject on the Dock workflow screen; the full Dock app can also run as a tab in Teams. An Approval Progress Report shows where every contract is waiting.
Signed, then filed where it belongs
Send for signature through your own DocuSign, Adobe Sign or Sertifi subscription. The executed copy files itself to the contract record and its dates start being tracked.
E-signature integrations →Then every obligation is tracked with reminders
Dock AI extracts clauses from each signed contract. Turn a clause into an obligation with + Add Obligation: the clause text carries over, and you set the due date and configure reminders. Admin-configured notice-to-cancel, renewal and expiry dates trigger reminders automatically. Renewal alerts are included from Starter; the obligations register is Professional and Enterprise.
See obligations & renewals →Everything else, in the same place
Every contract lives in one repository on your own SharePoint, with granular permissions. SEH went from 30 minutes to 3 minutes to find a contract across 10,000+ contracts. Read the story →
File emails and attachments to the contract from Outlook with the Dock add-in (requires Exchange Online).
COIs and licences sit on the vendor record, linked to the contract. Vendor compliance →
“When we need a contract now, we can actually find it.”
See Dock read your contracts
30-minute demo on your own contract types.
- 115-min discovery
- 230-min demo on your contract types
- 3Security pack if IT needs it
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“When we need a contract now, we can actually find it.”