Switch to Dock from SharePoint folders, spreadsheets or another CLM
Move contracts from SharePoint folders, spreadsheets, shared drives or a legacy CLM into structured contract management, with documents in your SharePoint.
Where you're coming from
Keep the documents. Replace the missing context around them.
SharePoint folders
Add metadata and reminders to folders split by lawyer or region.
Spreadsheets & shared drives
Replace manual trackers and email searches with one contract record.
DIY Power Automate / Power Apps
Move from a system your team maintains to workflows Dock configures with you.
Document management systems
Turn stored documents into contracts with dates, tracked obligations and reminders.
Another CLM
Teams leave CLMs that were too complicated to adopt. Dock runs in Word, Outlook and Teams, and your admins change no-code workflows after go-live.
Keep the simple workflow. Move it into Microsoft 365
Lexion is now part of DocuSign, and Lexion customers are being moved to DocuSign IAM. Dock covers request forms, templates, approvals, Dock AI extraction and sending through DocuSign, with the signed copy returning to SharePoint.
Map first. Move second
Export from any source. You provide a metadata spreadsheet (or use AI extraction) and place documents in your SharePoint. We run a sample migration for your approval, then migrate in bulk. Data migration is an optional service, billed separately as set out in your contract. AI extraction during migration is optional and takes longer than importing a metadata spreadsheet; plan metadata backfill as part of migration. Dock AI extraction → Scanned PDFs can be processed with OCR.
- 1Export from any source
Metadata spreadsheet, or optional (slower) AI extraction
- 2Prepare documents
You place documents in your SharePoint
- 3Sample migration
Review and approve the sample
- 4Bulk migration
Dock migrates after sample approval
Scanned documents: OCR extraction
Your files land in your SharePoint
Contracts are imported into your SharePoint, with access set by Dock’s granular permissions. Keep DocuSign for signatures: Dock sends from the contract record and files the signed copy back to SharePoint. Security → Dock vs SharePoint folders → Dock vs Contracts 365 →
“When we need a contract now, we can actually find it.”
“Feeser's contracts live on its own SharePoint environment. Nothing is locked inside a vendor's platform. If the relationship with Dock365 ever ends, Feeser's already holds every document. There is no data to extract, no export to negotiate, and no risk of the contracts being held hostage.”
Migration questions
Bring your contracts with you
See how Dock would map your current folders, tracker or CLM.
- 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.”