One system for a 2⁠–⁠3 person legal team

Intake, drafting, approval, signature and every obligation after it, working in the Microsoft 365 apps you already use, with documents stored in your SharePoint. Live in 6–8 weeks.

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Requests arrive complete

Request forms capture value, counterparty and end date up front. Routing rules send each request to the right team (for example, anything over $15,000 goes to Finance) and Dock recommends the approval workflow. The details carry into the draft, so you enter them once. Request intake is Professional and Enterprise.

Every draft starts from approved language

Draft in Word with the Dock add-in, starting from your templates and clause library (Professional and Enterprise), with one version history the whole team can see. Redline and compare versions in the Dock Document Editor (v6.1+). Got their paper, not yours? Upload it, click Extract, and Dock AI fills the contract form (party, effective date, governing law, notice-to-cancel days, cost) for you to review. Add playbook review with the Dock AI add-on.

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Approvals that match how you work

Global Admins create approval templates with sequential or parallel stages, either all-approve or any-one-approves. Anyone with edit rights on the contract or request adds a workflow from a template, adds or removes approvers, sets due dates and can restart it. Approvers are notified by email or Teams message and approve or reject on the Dock workflow screen; the full Dock app can also run as a tab in Teams. An Approval Progress Report shows where every contract is waiting.

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Signed, then filed where it belongs

Send for signature through your own DocuSign, Adobe Sign or Sertifi subscription. The executed copy files itself to the contract record and its dates start being tracked.

Then every obligation is tracked with reminders

Dock AI extracts clauses from each signed contract. Turn a clause into an obligation with + Add Obligation: the clause text carries over, and you set the due date and configure reminders. Admin-configured notice-to-cancel, renewal and expiry dates trigger reminders automatically. Renewal alerts are included from Starter; the obligations register is Professional and Enterprise.

Everything else, in the same place

One repository

Every contract lives in one repository on your own SharePoint, with granular permissions. SEH went from 30 minutes to 3 minutes to find a contract across 10,000+ contracts.

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From Outlook

File emails and attachments to the contract from Outlook with the Dock add-in (requires Exchange Online).

Vendors too

COIs and licences sit on the vendor record, linked to the contract.

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Success stories by leaders like you

Read the SEH story: 30 minutes to 3 to find a contract →

4.4

G2 rating

4.3

Capterra rating

SOC 2

Type 2 certified

Penetration

Tested annually

Dock 365 enables us to do things we couldn’t before

Our contract process didn't fit neatly into the rigid workflows offered by many vendors. Dock 365 adapted to how we work and improved our operational efficiency, tightening compliance and strengthening risk management.

Chris Alexander

General Counsel

See Dock read your contracts

30-minute demo on your own contract types.

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What to expect

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  • 15-min discovery
  • 30-min demo on your contract types
  • Security pack if IT needs it

Our contract process didn't fit neatly into the rigid workflows offered by many vendors.

Dock 365 was the last vendor I looked at, but it quickly became clear it was the right fit

Jennifer McGaffey

Legal Operations Manager, Short Elliott Hendrickson