Agiloft is enterprise CLM for organizations managing thousands of contracts — the ‘we need serious configuration, Salesforce integration, and compliance controls’ tier, not the startup-friendly Ironclad tier.
Capabilities
Spans 3 product areas: Contract Lifecycle Management, Contract Database Management, Compliance and Risk Management.
Workflow Coverage
Based on published feature listings, this tool maps to 8 workflow areas:
- Document Drafting & Automation — Approval Process Management, Collaborative Drafting and Editing, Contract Clause and Content Management, Contract Attachments Support (+22 more)
- Document Review & Management — Version Control, Document sets/Packages Supported, Extranets or Portals for Document Sharing, Document Database Management (Repository for Archiving and Retention) (+9 more)
- Filing & Compliance — Access Controls, Compliance Tracking, Encryption in transit, Encryption capabilities (+5 more)
- Firm Operations & Growth — Integrations with CRMs, Proposal and RFP Generation, Integrations with Document Management Systems, Integrations with CRM (+2 more)
- Communication & Collaboration — Mobile Access to Contracts in Progress, Collaboration Tools for Document Automation, Integrations with Business Process Systems, Integration with Microsoft Teams
- Billing, Time & Finance — Pricing Integration, Quotes Preparation, Matter budgeting
- Client & Matter Lifecycle — Buyer/Seller Qualifications Tracking, Completion Status Tracking
- Research & Analysis — Reports and Dashboards
Workflow mappings derived from published feature lists. Not independently verified.
Company Info
- Sector: Legal Tech
What We Haven’t Verified
This page was assembled from publicly available information. Feature claims and workflow mappings are based on what the vendor and third-party listings publish — not hands-on testing or practitioner feedback.
Workflows
Based on practitioner evidence, Agiloft is used in these workflows:
What practitioners struggle with
Real frustrations from legal professionals — the problems Agiloft addresses (or should address). Sourced from practitioner reviews, Reddit threads, and case studies.
Sales sends contract requests via Slack, email, and hallway conversations — legal has no queue, no triage, and no idea how many requests are pending
Contract redlining is a nightmare — 7 rounds of Track Changes in Word, counterparty turns off tracking, and nobody knows what changed between v5 and v7
Signed contracts vanish into email threads and shared drives — when a dispute arises, nobody can find the executed version
Contract auto-renewed at 15% higher because nobody tracked the 60-day opt-out window buried on page 37
Enterprise CLM implementation is itself a nightmare — 6-18 month projects, $150K+ budgets, dedicated admin required, and the tool that was supposed to reduce complexity just added another layer of it
Where it fits in your workflow
Before Agiloft
Business unit (sales, procurement, HR) submits contract request → lands in Agiloft intake queue → auto-classified by type, risk, value → routed to legal or auto-approved if standard
After Agiloft
Template selected/populated → clause library applied → collaborative redlining → approval chain (multi-level) → e-signature → executed contract indexed in repository → obligation/milestone tracking → renewal alerts → compliance reporting
Integrations & hand-offs
Salesforce/CRM → Agiloft (contract request trigger). Agiloft → DocuSign/Adobe Sign (e-signature). Agiloft → SharePoint/Google Drive (storage sync). Agiloft → ERP (obligation data, pricing). Agiloft → procurement systems (vendor compliance).
Also used by similar teams
Community Data
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