Icertis

Enterprise contract lifecycle management built on Microsoft Azure

As of 30 August 2026, Icertis's pricing is not published; the vendor quotes on request. A contract lifecycle management platform for large organisations that want obligations, clauses and commercial terms held as structured data rather than as documents in a folder. Softwr lists it under ERP.

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Overview

What Icertis does

Icertis is a contract lifecycle management platform covering authoring from clause libraries, negotiation and redlining, approval workflow, execution, and the tracking of obligations and commercial terms after signature. The company was founded in 2009 and is headquartered in Bellevue, Washington. The platform runs on Microsoft Azure and Icertis has an unusually close relationship with Microsoft, which is both a large customer and an investor, and which shows up in the depth of the Word, Outlook, Teams and Dynamics integrations relative to competitors. What separates enterprise CLM from document management is that the contract stops being a file. Clauses, payment terms, rebate tiers, service levels, renewal dates, indexation clauses and termination rights become fields that other systems can query and that reports can aggregate. That is the commercial case: an organisation with tens of thousands of live agreements usually cannot answer basic questions such as which contracts contain a specific indemnity, how much rebate it is owed, or which agreements auto renew next quarter. Turning contracts into data answers those questions, and it also lets procurement and sales systems check terms before someone commits to something the contract does not allow. The catch is that this only works if the clause library, the metadata model and the approval rules are built properly, and that build is legal and commercial work that the software vendor cannot do for you. The buyer is a large enterprise with a functioning legal operations team, high contract volume and a specific pain that justifies the programme, usually revenue leakage from unclaimed rebates, audit exposure on regulated terms, or cycle times that are losing deals. The trade-off is that this sits at the top of the CLM market on price and on implementation effort, and a mid-market organisation with a few thousand straightforward agreements will get most of the benefit from a lighter product at a fraction of the cost and calendar time. The other trade-off is the platform tie: this is an Azure product with a Microsoft-shaped integration story, which is an advantage in a Microsoft estate and a friction elsewhere.

What people use it for

An enterprise that cannot answer which of its live contracts contain a given liability or indemnity clause without a manual review
A business losing revenue to unclaimed rebates, missed price escalations or auto renewals nobody tracked
A regulated organisation that must demonstrate to an auditor that specific terms are present across a contract population
A sales organisation where legal review is the longest step in the deal cycle and standard agreements are being reviewed as though they were bespoke

The honest half

Where it falls short

Concrete and checkable, so you can decide whether any of them matter to you. This is the half of a review a vendor will not write about Icertis.

The value comes from structured clause and metadata models, and building those is legal and commercial work your own people must do, so a project resourced as an IT deployment stalls at the point where somebody has to decide what the standard clauses actually are.
This is priced and scoped for large enterprises, so an organisation with a few thousand straightforward agreements pays for capability it will not configure and would reach most of the same benefit with a lighter mid-market product.
Implementations run in quarters rather than weeks once integrations to CRM and ERP are in scope, and the business case usually assumes benefits that only start after the historic contract population has been migrated and tagged.
Migrating legacy contracts means extracting terms from signed PDFs, and automated extraction needs human review to be trustworthy, so the backlog of old agreements is a labour cost that is routinely left out of the initial estimate.
The platform is built on Azure with its strongest integrations in the Microsoft stack, which is an advantage inside a Microsoft estate and a source of friction for an organisation standardised elsewhere.

Cross-shopped

What people choose instead of Icertis

Each pairing was judged by two reviewers asking whether a buyer would genuinely weigh the two against each other. The ones that failed were deleted rather than published.

Icertisvs
DEAR Systems
DEAR Systems: Cloud inventory management for growing businesses
Icertisvs
Fishbowl
Fishbowl: Manufacturing and warehouse management for QuickBooks
Icertisvs
Infor CloudSuite
Infor CloudSuite: Industry-specific cloud ERP solutions
Icertisvs
MRPeasy
MRPeasy: Affordable cloud MRP for small manufacturers

Capabilities

Features

Clause library and templates
assembles contracts from approved clauses so deviations are visible and controlled
Negotiation and redlining
tracks third party changes against approved language and flags what departs from standard
Approval workflow
routes contracts for review based on value, risk and clause deviation rather than a fixed chain
Obligation management
extracts commitments after signature and tracks whether they were met
Contract repository
holds executed agreements as searchable structured records rather than as files
Microsoft integration
authoring in Word, approvals through Outlook and Teams, and connectors to Dynamics
ERP and CRM connectors
pushes agreed terms into the systems where orders and invoices are actually raised
Reporting and risk analysis
aggregates exposure across the portfolio by clause, counterparty or term

Answered, with sources

Questions people ask

Each answer names the page it came from, so you can check it rather than take our word for it.

How is this different from storing contracts in SharePoint?

A document store answers where the contract is. CLM answers what is in it. If your questions are about locating files, a document store is enough. If your questions are portfolio wide, such as total exposure to a clause type or which agreements renew next quarter, you need the terms as data.

Do we need a legal operations team to make this work?

In practice yes, or someone doing that job under another title. The system enforces decisions about standard language, approval thresholds and acceptable deviation, and if nobody owns those decisions the workflow becomes an approval queue with no rules behind it.

What does it compete with?

SAP Ariba contract management, Coupa, Conga, DocuSign CLM, Sirion and Agiloft, among others. The split is roughly enterprise depth against mid-market speed, and Icertis sits firmly at the enterprise end.

Is contract data extraction from legacy agreements automated?

Partly. Extraction tooling gets you a draft set of fields, but anything you intend to rely on for a legal or financial decision needs human verification, so budget for review effort proportional to the size of your back catalogue.

Keep looking

Where to go from Icertis

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Softwr does not host reviews and shows no star rating for Icertis, because a rating we did not collect is not ours to publish. What is here is the pricing and platform detail from the vendor’s own pages, limitations we could state concretely, and alternatives a reviewer confirmed people weigh against it. Tell us if any of it is wrong.

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