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- Contract Lifecycle Management
- Get started
Get Contract Lifecycle Management running in four steps.
Prepare a real agreement and walk it through review, approval and term work.
Create your account
Click Start now and create your ERP.AI account.
Start nowDownload Proto
Proto is the desktop app you use to set up Contract Lifecycle Management. It runs on macOS, Windows and Linux.
Download ProtoMake it yours
Open Contract Lifecycle Management in Proto and adjust fields, steps, roles and approvals to match how your team works.
Implementation planBring your data and team
Import your records, then invite your team and assign their roles.
See the roles
Create your account
Click Get started and use Proto to configure Contract Lifecycle Management for your business. Identify the Contract Manager and Legal Counsel who will guide the first agreement.
Prepare the first operating cycle
Choose a representative MSA or NDA. Bring the counterparty legal name, a current template, standard clauses, the contract owner and the approval route. Decide which signing provider will supply envelope status and the executed document link. Add an obligation and renewal date if the example has term work after signature.
Review before release
Check the contract’s owner, dates and clause wording. Resolve an open redline and have the assigned approver record a decision. Follow the envelope to a completed result, then verify the execution record. Review the obligation and renewal with their named owners before using the process for more agreements. See the implementation plan for the rehearsal sequence.
Set up Contract Lifecycle Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.