Inside CLAIM

The whole portfolio, on one screen.

Pending approvals, contracts in flight, renewals on the horizon and total portfolio value, surfaced the moment you log in.

app.sageclaim.com/dashboard
CLAIM daily triage dashboard
10X

Handle 10X volume
of contracts by
the same team

90%

Productivity
boost

30%

Fewer redline
iterations

SIX

Domain SLMs/LLMs
optimized

The problem

IT services firms run on contracts. Most still run them on email.

Every client, vendor and subcontractor relationship is a signed agreement: MSAs, SOWs, NDAs, change requests, renewals. Yet most mid-market firms manage them in inboxes, shared drives and spreadsheets. The bill comes quietly:

Approval delays

Reviewers don’t know they
have a pending task, so
contracts sit and wait.

Missed renewals

Renewal dates live in someone’s
calendar, until the auto-renewal
already fired.

Slow negotiations

Redlines tracked by file name,
not a platform. Versions
multiply; clarity doesn’t.

Invisible portfolio

No real-time view of active
contracts, total value, or
what’s coming due.

Inconsistent documents

Contracts drafted ad hoc,
with no standard template,
metadata or branding.

No audit trail

Impossible to reconstruct who
approved what, and when. Not
a good answer in an audit.

The promise

One intelligent system. Three things change immediately.

Every contract moves through creation, approval, negotiation, e-signature and portfolio management in one place, so your team applies judgment, not manual tracking. The decision stays human.

Contracts move
themselves

Automated approval workflows notify the right reviewer the moment it's their turn, no email follow-up required.

Nothing
gets missed

AI monitors every renewal date and extracts terms, obligations and risk indicators from every contract in the portfolio.

The portfolio is
never a mystery

A live dashboard and a conversational AI agent answer any portfolio question in seconds, no report request needed.

Why nothing else fits

Too big for inboxes. Too small for enterprise CLM.

Mid-market IT firms fall into a gap: past ad hoc management, but nowhere near a six-figure, six-month enterprise CLM rollout.
CLAIM closes that gap.

1. Email + SharePoint

×

No workflow, no tracking, no visibility. Works until it doesn’t.

2. Enterprise CLM
(Ironclad, Agiloft)

×

Built for large legal departments. Months to implement, priced for enterprise budgets.

3. E-signature alone
(DocuSign)

×

Solves signing, not creation, approval or negotiation. Not the lifecycle.

4. Spreadsheet tracking

×

Manual entry, instantly stale, disconnected from the actual documents.

5. Document
management

×

Stores contracts. Never manages them: no workflow, no AI, no analytics.

6. Generic “agentic
AI” add-ons

×

Workflow automation relabeled as AI. Alerts, not action, with no human-in-the-loop gate and no plain-English reasoning on redlines.

BEST FIT FOR MID-MARKET IT FIRMS

Purpose-built for mid-market IT services.

The full lifecycle, AI-assisted,
human-approved, live in days.

Creation
Approval
Negotiation
E-signature
Analytics
AI Assistance
Human Approval
See the 14-day rollout

What CLAIM does

AI does the heavy lifting. Your team keeps the judgment.

CLAIM automates the work that doesn’t need a human, and routes every decision that does through one. AI accelerates; people stay accountable.

AI metadata extraction

Reads every contract and pulls parties, dates, values, SLAs, obligations, liability caps and risk flags. Reviewers validate; they don’t re-read.

AI redline analysis

When the counterparty returns a redline, AI flags every change. Legal reviews only what moved, from your approved clause library.

Conversational AI agent

Ask the portfolio anything, like “Which SOWs expire this quarter?” Seven intelligence functions, answers in seconds. No reports.

Automated approval workflows

Routed by contract type, value and team. Approvers get notified the moment it’s their turn. Every decision is logged.

Proactive renewals & obligations

Renewal dates, milestones and obligations tracked automatically, surfaced with advance notice. Nothing lapses by accident.

Templates & clause library

12 IT contract types, consistent metadata and document IDs, approved clause language across 7 clause-library categories. No more ad hoc drafting.

Human-in-the-loop

Every AI-powered recommendation is validated by a human before it becomes part of the contract record. 100% of approvals are logged in the audit trail: role-based, reversible, complete.

Live in 14 days

While enterprise CLM is still in discovery, you’re already live.

No months-long professional services engagement. Core setup (contract types, workflows, templates, teams) is configured, not coded.

1

Vision session

One hour to define scope, goals and your contract types.

2

Phased roadmap

Scope turned into clear phases and deliverables, agreed up front.

3

Daily build cycles

1–2 phases a day, reviewed with you in live walkthroughs.

4

Automated testing

End-to-end and unit tests validate every scenario as it's built.

5

Live in prod

Shipped on Azure, with fixes and feedback folded into each pass.

Who it’s for

Built for the people contracts actually land on.

who-its-for-section-img

VP Operations / COO

“I have no real-time view of where anything stands.”

A live portfolio dashboard, automated approvals,
renewal intelligence and bottleneck analytics.

CFO / Finance

“What are silent renewals and missed obligations
costing us?”

Portfolio value, upcoming renewals and ad hoc answers
from the AI agent, no report request needed.

Head of Legal

“Review happens on top of a full-time delivery job.”

AI redline analysis, a clause library, structured negotiation
and human-in-the-loop gates on every call.

Contract Manager

“I lose hours chasing status and re-creating documents.”

Template-based creation, automated routing and a
real-time task queue across the whole portfolio.

Talk to us

From chaos to closed.
Starting this month.

Bring your contract chaos to a 30-minute working session. Leave with a clear plan to go live in two weeks.

  • Built on Microsoft Azure & Azure OpenAI
  • Role-based access, audit trail and human-in-the-loop on every AI call
  • Configured in 14 days, no months-long rollout
  • Purpose-built for mid-market IT & software services