Contracts and signatures · Available
ContractWorks for Claude, ChatGPT and Copilot
Legal, finance and operations teams can ask Claude, ChatGPT or Copilot which ContractWorks contracts auto-renew soon, which vendor agreements expire before March, what notice period a lease has and which contracts lack a counterparty tag. Folder access carries over, and new tags or alerts are shown for review before saving. Your contracts manager helps choose folders during the guided pilot.
- Status
- Available
- Setup
- Guided pilot with your team
- AI assistants
- Claude, ChatGPT, Copilot Studio
- Access
- By role, view only or with approvals
Ask in a sentence
What can your team ask ContractWorks?
Questions from contracts manager, operations director, general counsel and others, answered from live ContractWorks data and only for the people allowed to see them.
Records it works with
- Contracts
- Folders
- Tags
- Alerts
- Reports
- Contracts manager
“Which contracts tagged auto-renewal have an alert due in the next 60 days?”
- Operations director
“Which vendor contracts in the Facilities folder expire before March?”
- General counsel
“How many contracts in the Customer folder are tagged with New York governing law?”
- Finance manager
“Which software agreements renew next quarter, and what annual value is tagged on each?”
- Office manager
“Find the current lease for the Denver office and tell me its notice period.”
- Procurement lead
“Which contracts uploaded this year still have no counterparty tag?”
Changes, governed
What the assistant can prepare in ContractWorks
The assistant never saves on its own. It prepares the change, the person checks the preview and confirms, and anything above your limits waits for an approver.
- 1 Prepare The assistant drafts the change from the request.
- 2 Preview and confirm The person sees exactly what will change.
- 3 Approve Above your limits, a second person decides.
- 4 Saved and logged Written to ContractWorks under a named person.
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Add tags to a contract, such as renewal date and value
The person confirms the tags; changing an existing value tag needs the contracts manager to approve.
-
Create an alert ahead of a renewal or notice date
Alerts on contracts the person can already open are created once they confirm the date and who is notified.
-
Move a contract to the correct folder
Moves into folders with narrower access need the contracts manager to approve.
Example rules. During the pilot you set the limits, the approvers and which roles may prepare each change.
Why it needs care
Governance built for ContractWorks
As the store of signed agreements, ContractWorks holds prices, liability terms and leases that only some people should read. Restricted folders stay closed to anyone who cannot already open them. Changing an existing value tag, or moving a contract into a narrower folder, waits for the contracts manager, and the log shows who searched for which contract.
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Sign-in by work email
Only people you invite, with a one-time code. No shared logins.
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Roles per tool
Each role reaches only the ContractWorks records it needs.
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View only, if you prefer
Admins can keep a connection to lookups with one switch.
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A preview first
Every change is shown in full before anything is saved.
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Approval rules
Above your limits, a second person approves the change.
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One audit log
Every request tied to a named person, ready for review.
Setup
How ContractWorks gets connected
We connect ContractWorks for your team in a guided pilot, on the same gateway every app uses. No code on your side.
- 01
Agree the questions
We list the ContractWorks questions and changes your team needs, and who may use each.
- 02
Connect with your admin
Your ContractWorks administrator creates a dedicated integration user with only that access.
- 03
Test with your people
A small group tries it in Claude, ChatGPT or Copilot while we tune the tools.
- 04
Roll out with rules
Roles, approval limits and the audit log are in place before everyone joins.
Then people use it from the assistant they already have
ContractWorks questions
Can the assistant read the text of contracts in ContractWorks?
Yes, for folders in scope and people allowed to see them. It can answer from the document itself, such as a notice period, and from the tags your team has added, and it names the contract it used.
Can it help us tag contracts we uploaded without tags?
Yes. It can suggest tags such as counterparty, renewal date and governing law from the contract text, and the person confirms each one before it is saved, so the repository stays accurate.
Will it replace ContractWorks alerts?
No. Alerts still come from ContractWorks. The assistant can tell people which alerts are coming up and prepare new ones, so renewals and notice dates are not missed by the people who own them.
Does mcpbizapps keep a copy of our ContractWorks data?
No. When someone asks a question, mcpbizapps reads the answer live from ContractWorks through a dedicated integration user and returns it without storing it. The audit log records who asked, which tool ran and the result, with personal fields and free text removed.
ContractWorks is a trademark of its owner. mcpbizapps is not affiliated with Onit; the name describes the connection only.
Related
Often connected alongside ContractWorks
Part of Work, content and legal: Projects, knowledge, files, content, contracts and matters.
Start
Bring ContractWorks into your AI assistant
Tell us how your team uses ContractWorks, and we will plan a guided pilot around your own questions.
- We agree the tools and approval rules with you
- Your admin creates the integration user; no code
- Business data is read live and not stored
Thank you
We received your request and will reply by email to find a time.
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