Edit, track, automate, and optimize contracts in one CLM

Manage contracts Lifecycle from draft to renewal with built-in editing, tracking, automation, and analytics.

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Edit, collaborate, and review contracts

Work in Microsoft Word’s interface, collaborate in real-time, and review with AI—all without leaving BoloSign.

  • Edit in Word, Stay in BoloSign – Draft, edit, and save contracts with formatting and comments fully preserved.
  • Collaborate in Real-Time – Co-edit with your team, track changes, and manage internal vs external comments.
  • Review with AI – Use smart playbooks to automate checks, redlines, and policy compliance.
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Draft, review, and store all contracts with full version control

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Monitor progress, spot delays, and share insights across teams

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Set custom approval flows, clickwrap agreements, and get deals done faster

Unlock insights from every contract

Turn your contracts into a source of truth with real-time dashboards, actionable data, and smarter workflows—all in BoloSign.

  • Visualize the Full Lifecycle – Track every stage from draft to signature with 30+ real-time metrics and turnaround time insights.
  • Optimize Workflows with Data – Identify bottlenecks, improve SLAs, and streamline high-volume contracts like NDAs and MSAs.
  • Align Legal and Business Teams – Share clear reports and success metrics to drive collaboration and showcase legal’s impact.
Contract Creation

See what your contracts are really telling you

BoloSign turns contract data into powerful insights—so you can search smarter, report faster, and optimize every workflow with ease.

  • Smart Search & Filters – Find contracts by terms, dates, revenue, or parties; save custom views that auto-update as new contracts arrive.
  • Automated Reports – Schedule recurring reports from saved views and share them across departments for better decision-making.
  • Workflow Insights – Identify bottlenecks, track team workloads, and improve turnaround times with real-time, actionable analytics.
Contract Creation

Centralize every contract in one smart hub

BoloSign gives you a secure, AI-powered space to store, search, and manage contracts—making it easy to access insights, stay compliant, and work faster.

  • Find What You Need, Fast – Use full-text search, smart filters, and saved views to instantly locate any contract.
  • Automate & Enrich Data – Auto-extract metadata, link related docs, and generate reports without manual effort.
  • Stay Secure & Compliant – Protect sensitive data with encryption, role-based access, and detailed audit logs.
Contract Creation

Secure, trackable clickwraps for high-scale workflows

BoloSign makes it easy to embed, manage, and track user agreements—ensuring legal proof, version control, and full visibility for your team.

  • Embed in Minutes – Add clickwraps to your site with a simple snippet—no dev time or complex setup required.
  • Capture Legally Enforceable Consent – Track every acceptance with time, IP, and identity for audit-ready records.
  • Centralize & Manage Versions – Auto-update terms, track who accepted what, and give legal full oversight from one hub.

Automate every step of your contract process

From drafting to approvals and signatures, BoloSign lets you build error-free, no-code workflows that move contracts faster—right inside your favorite tools.

  • Generate Contracts Instantly – Auto-fill templates with form data to create accurate, ready-to-send contracts—no edits needed.
  • Work From Your Existing Tools – Create, send, and track contracts directly from platforms like Airtable, HubSpot, and Pipedrive.
  • Streamline Approvals & Reviews – Use smart routing, intake forms, and real-time tracking to eliminate delays and manual follow-ups.
Contract Creation

Here’s how Shine Above uses BoloSign CLM

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Ready to streamline your contract management with AI?

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AI assistant to draft, review, and eSign contracts on autopilot for fastest growing companies.

Email: support@boloforms.com

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