Features · Sales Contract Automation

Sales Contract Automation

Draft new contracts in minutes using structured templates and a pre-approved clause library. When customers send their own paper, AI reviews every clause, scores the risk, and tells you exactly what to fix before it goes to legal.

Round Infinity treats contracts as structured, intelligent assets, not documents. When initiating a new contract, your team fills a guided form: counterparty name, deal value, governing law, payment terms, liability preference. The system selects the right clause variant from the pre-approved library for each section and generates a clean final draft. No one edits a Word template. Every clause decision is captured, not just typed.

When a customer sends their own paper, the uploaded document is parsed into individual clauses: liability, termination, payment, indemnity, IP. Each extracted clause is compared against your standard positions in the clause library, scored for risk (High / Medium / Low), and flagged with the reason and the recommended fix. Legal gets a risk summary, not a document to read from scratch.

Form-Driven Contract Generation
No one edits a template manually. Your team fills a guided form: counterparty, deal value, governing law, payment terms, liability type.
Structured Template & Clause Library
Legal maintains clause variants for every contract position: liability (limited / uncapped / mutual), termination (for convenience / for cause), payment (30 / 60 / 90 days), indemnity, IP ownership.
CRM-Linked Initiation: Zero Re-entry
Contracts are initiated from a CRM opportunity. Customer name, deal value, territory, and payment terms auto-populate the form. When the contract executes, the opportunity closes and the invoice triggers automatically.
External Contract Upload & Clause Extraction
When a customer sends their own paper, upload the document. The system parses it into individual clauses (liability, termination, payment, indemnity, IP) and classifies each one.
AI Contract Risk Engine
Compare extracted clauses with approved positions, score material deviations, explain the risk, and recommend the authorised fallback language for review.
One-Click Clause Fix & Deviation Tracking
For every flagged clause, the pre-approved standard clause is surfaced alongside the extracted text. One click replaces the risky clause with the approved version.
Conditional Approval Workflows
Standard contracts on approved clause positions route straight to e-signature. Approval steps trigger only when needed: high deal value, non-standard clause deviations, or customer paper.
E-Signature & Version-Controlled Repository
Route approved contracts for signature, track every signatory, and store the executed agreement with versions, deviations, approvals, and timestamps.
Obligation Tracking & Renewal Automation
AI extracts obligations from the executed contract (delivery milestones, SLA commitments, payment schedules) and tracks them against owners. Renewal alerts fire at 90, 60, and 30 days.