Contract management for credit unions, banks and financial services
Built for credit unions, banks, investment managers and fintechs that need to keep vendor oversight and contract records together, inside the Microsoft 365 they already have.
Vendor due diligence, ready for review
Regulated institutions need to show third-party oversight. Keep vendor contracts, certificates, SOC reports and questionnaires in one place, with renewal dates and reminders. Edits, notes and approvals made in Dock are logged on the audit trail, with version history. Explore vendor compliance →
Notice windows tracked. Data under your control
Core-processor and fintech vendor contracts can carry auto-renew notice windows that need an early decision. Dock AI extracts signed-contract clauses; you turn them into tracked obligations and set due dates, and admin-configured date notifications warn you ahead of notice and renewal dates. Dock AI contract review: Available nowDock AI add-on · all plans & Dock v6.1+. Documents stay in your SharePoint; contract metadata is held by Dock's services in your own Azure subscription. Obligations & renewals →Dock AI contract review →Security →
Spend, entities and reporting
Log invoices against each contract to see contract cost, total invoiced and remaining balance. Schedule any of 23 report types, and manage contracts across subsidiaries with multi-entity (Enterprise). Dock AI works on structured contract metadata that Copilot can't see. Finance teams → Integrations →
“When we need a contract now, we can actually find it.”
Questions
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.”