Construction, engineering & manufacturing

Contract management for construction and engineering firms

Every project, client and subcontractor contract, and its insurance, governed from one place inside Microsoft 365. Projects view: Enterprise plan.

Projects view
Project contracts
Grouped by project
Documents
Contracts, exhibits and records
Subcontractors
Linked vendor records and COIs
Used by
SEH logo
WSB logo
ConstructConnect logo

Sound familiar?

Thousands of project contracts a year arriving through a shared inbox

Heavy EPC contracts and NDAs with many exhibits, missing execution targets

Subcontractor certificates of insurance chased by email

Contract request & intake per project

Project teams submit contract requests for project contracts, subcontracts, MSAs and SOWs through one structured intake form instead of a shared inbox. Requests link to the project, vendor and contract, and approved details prefill the contract. Projects view groups contracts and documents by project. How it works →

Projects view
Project contracts
Grouped by project
Documents
Contracts, exhibits and records
Subcontractors
Linked vendor records and COIs

COIs and sign-off without the email chase

Subcontractors upload certificates of insurance through the Vendor Portal (annual add-on on Professional and Enterprise), and you can download every certificate in one zip from the Party Insurance Report. Renewal forms go out automatically 90 days before a COI expires (configurable), followed by weekly reminders, so an expired certificate doesn't slip through. Admins configure no-code approval workflows that reflect your delegation of authority. Send agreements for signature with DocuSign, Adobe Sign or Sertifi (each needs its own subscription). Vendor compliance → E-signature →

Subcontractor compliance & approval
Vendor Portal · upload COI
Admin-configured approval workflow
DocuSign / Adobe Sign / Sertifi

Manufacturing: obligations that outlive the signature

Supply and customer agreements carry obligations long after signature. Dock AI extracts clauses from every signed contract, and you turn any clause into a tracked obligation, with renewal alerts and a dashboard of upcoming expirations. Dock isn't a project management tool: it connects to your systems through an open REST API with scoped keys and IP allow-listing, and holds the contract record next to your PM and ERP stack. Obligations & renewals → Dock AI extraction →

Quarterly volume commitment review
User-set date · Due 31 Mar · Assigned to Legal team
from §5.3 Minimum volumes
Customer story · SEH

From 30 minutes to find a contract. To 3

An approximately 900-person construction and engineering firm, supported by a 4-person legal & risk team. Signing authority is enforced; non-standard contracts are routed to legal.

10,000+
contracts in one system
~300
contracts a month
75
active users
“When we need a contract now, we can actually find it.”
Chris Alexander · General Counsel, SEH
“Our contract process didn't fit neatly into the rigid workflows offered by many vendors. Dock 365 was the last vendor I looked at, but it quickly became clear it was the right fit.”
Jennifer McGaffey · Legal Services & Operations Manager, Short Elliott Hendrickson
SOC 2 Type IILive in 6–8 weeks4.4 on G24.3 on Capterra

Questions

Yes. Projects view groups contracts and documents by project.

See Dock read your contracts

30-minute demo on your own contract types.

What to expect
  1. 115-min discovery
  2. 230-min demo on your contract types
  3. 3Security pack if IT needs it

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“When we need a contract now, we can actually find it.”
Chris Alexander · General Counsel, Short Elliott Hendrickson (SEH)
Book a 30-min demo