Universal Contract Manager (UCM) is designed specifically for ease-of-use and adaption to your unique requirements

All too often, software solution providers focus on adding layer upon layer of seldom used or understood functionality, all for the sake of adding another “checkbox” to a list of capabilities. The real challenge, difficult, but more important, is designing software that is powerful, but exceedingly easy to use and understand. Since being founded in 2006, our mantra has remained true to this ideal.

With Universal Contract Manager, every user can be an “expert” after learning just two basic concepts and page formats. This remarkable level of ease of use in combination with the ability to truly customize each and every contract or compliance object with just a click sets UCM apart from the pack.

Universal Contract Manager is powered by iContracts, Inc. technology and is backed by one of the most successful Venture Capital groups in the world, The Edison Fund, as well as Silicon Valley Bank. The company is growing rapidly as more and more entities discover the power of its solutions.

Contract & Document Repository

• Stores all contracts, versions, associated documents, images, spreadsheets, etc.
• Contract creation and authoring from Templates or from scratch
• Assign/track contract stage/status (draft, in-process, final, approved, etc)
• Full indexing and searching across all contracts and related documents
• Permission-based access at the folder, contract and field level (Create, Edit/Delete, View, None)

Auto-Extract Key Terms (iCeXtract technology)

• Automatically extracts key contract terms such as dates, performance criteria, renewal terms, from any document
• Easily review, edit and save extracted information for storage and tracking
• Underlying text and documents immediately accessible
• Extracts from template-driven contracts highly accurate

Templates

• Template authoring tools for creating, publishing, and managing contract templates
• Templates may contain Contract Field references to ensure accurate recognition and loading of key terms via iC-eXtract technology
• Extracts from template driven contracts near 100% accurate
• Templates can be used to facilitate not only Contract documents but all types of Request forms and Surveys
• Easy generation of either editable MS Word or locked PDF documents for distribution

Milestones & Activities

• Define automated alerts and reminders for important contract Milestones or other related Activities
• View Activities and Milestones across contracts or for specific contracts in list or visual calendar views
• Receive Milestone alerts via RSS Feed, Emails, Text Messages, and/or Calendar (with integration to MS Outlook)
• Reassign Contract-related Activities and Milestones as assigned individuals change

Performance Monitoring Templates

• Automated performance monitoring against any data element(s) e.g. Compliance or Contract Utilization
• Track both buy/sell side agreements for performance as well as other types (e.g. “capped” fee agreements)
• Automated performance data acquisition
• Use performance data from contracts to fine-tune new/renewal agreements
• Reporting for regulatory and other filing requirements

Infinitely Flexible. Infinitely Secure.

Control Access and Permissions:

• User Level
• Folder and Sub-Folder Level
• Contract Level
• Field Level
• Document Level

Define Required Activities by Stage
Archived Contracts Still Accessible On Demand