Let’s be real: managing contracts can feel like a juggling act. You’re constantly hopping between apps, trying to keep everything straight. What if we told you there’s a better way? Say hello to Contract Insight – your ultimate shortcut to stress-free contract management, especially with its game-changing Microsoft Outlook integration.

The power of integration: work smarter, not harder

Ever wished you could handle most of your contract work without ever leaving your email inbox? Well, that’s the superpower of Contract Insight. We get it – you practically live in Outlook throughout your working day, so we’ve packed advanced contract management right there, ready when you are.

Dive in: easy access and set-up

Getting started? Super easy! Contract Insight is flexible – it can fly solo as its own system or plug right into your existing tools. All you need is your cobblestone license, and boom, you’re in! We’ve got different contract management software editions so there’s definitely a perfect fit for your team.

Logging in is easy with your Contract Insight URL and credentials. Plus, with single sign-on (SSO), you’re in even faster, giving you more time to actually do things instead of just logging in.

Your contracts, right in Outlook

With Contract Insight in your Outlook, you can find live contracts in a flash: Need a contract right now? No problem. Search and filter all your active contracts directly from your Outlook. It’s like having a super-smart contract assistant living inside your email, ready to find anything you need, instantly.

Effortless creation and control

Time to draft a new contract or tweak an old one? The Outlook plugin makes it easy:

  • Create new records on the fly: You can whip up a brand-new contract record without ever leaving Outlook. Just fill in the blanks for Company Name, Contract Type, Status, Comments, and link up contacts – it’s all right there, super centralised and efficient.
  • Clause management made simple: Got a library of pre-approved clauses? Access them directly through the plugin. View, pick, and manage clauses to keep everything consistent and compliant. It’s like having your legal team’s best advice always just a click away in Outlook.
  • Update contracts, no sweat: You can quickly and efficiently update existing contracts, too. Change metadata fields, add new attachments – keep everything perfectly accurate, right inside your familiar Outlook screen.

Revolutionise your workflow today

So, what’s the takeaway?  Contract Insight isn’t just another piece of software. With its Outlook integration, it’s about completely transforming how you work every single day. By putting all that essential contract power right into the tool you already use, we help you work smarter, reclaim your precious time, and keep everything super organised and compliant.

Ready to make your contract life genuinely easier? Book a free demo of Contract Insight today!

Contact John O’Brien, CEO at Four Business Solutions – global business consultants and software integrators specialising in business process improvement – request your free demo of award-winning Contract Insight® CLM software.