Top Native SharePoint Contract Management Systems to Consider

Microsoft 365 is the base for getting work done in companies today. A lot of people use Teams, Word, Outlook, and SharePoint every day.

Companies have put money into M365 licenses, security, and how things are managed. So, building smart contract lifecycle management (CLM) right into what they already have makes sense. It's better than adding yet another system that people won't want to use.

This guide looks at the best Microsoft 365 and SharePoint CLM tools. It tells you what makes them different and gives you a way to pick the one that's right for your company.

What to need to know

• Microsoft 365 CLMs use what you already have.
• They make things clearer and cut down on doing contracts by hand.
• People start using them faster because they already know Microsoft tools.
• How things are managed and followed match Microsoft's security.
• They're great for companies that already use Microsoft 365.
• Healthcare: Manage vendor contracts, BAAs, compliance, and doctor agreements with HIPAA-level security from M365.
• Manufacturing: Handle supplier contracts, procurement deals, and SLA tracking with ERP to link contract data with operations.
• Tech: Manage SaaS agreements, partner contracts, IP, and customer MSAs with templates and AI review.
• Services: Handle NDAs, project agreements, retainer agreements, and client contracts with online editing and e-signatures.

Why Microsoft 365 + SharePoint for CLM?

Microsoft 365 is more than just a set of tools. It's where businesses keep their important info and work together. Building CLM on M365 means using what people already know and trust, with the security they already have.

Contracts All in One Safe Place

SharePoint Online is a place to store documents that's good for businesses. It has info about the documents, keeps track of versions, sets permissions, and decides how long to keep things. Contracts in SharePoint use the company's security settings, so you don't have to set anything else up.

Automatic Workflows with Power Automate

Power Automate lets you create simple workflows that start when something happens with a contract. For example, when a new request is sent, a review is done, a signature is received, or a deadline is coming up. This stops you from having to do everything yourself and makes sure nothing is missed.

Working Together in Teams and Outlook

Contracts need input from legal, finance, sales, and buying teams. CLMs that work with M365 show contract tasks in Microsoft Teams and Outlook. This gets people to use them because they don't have to leave the tools they already use.

Works with Office

Word makes it easy to write and edit contracts. Excel helps track what needs to be done and look at the numbers. Power BI gives leaders dashboards with contract info in real-time. Because they work so well together, M365 CLMs are more useful than other systems.

Safe and Compliant

Companies in healthcare, finance, and government already spend money on M365 compliance like finding documents, checking logs, and protecting data. A CLM that works with M365 uses all of these, so you might not need to check the CLM tool itself for compliance.

Top Native M365 + SharePoint-Based CLM Tools

These tools are made for or work closely with Microsoft 365 and SharePoint. Each one has its own strengths for different companies, team sizes, and how complex things are.

Dock 365 CLM

Overview:

Dock 365 is a full contract management system built for Microsoft Office 365 and SharePoint. It works for all sizes of businesses and can be changed to fit any part of the contract process. It keeps all contract info inside your Microsoft system, which is good for security.

How it Works with M365:

Teams, SharePoint, Outlook, Word, Excel, Microsoft Dynamics 365 CRM, Salesforce CRM, Oracle NetSuite, Business Central. It also works with DocuSign, Adobe Sign, and Sertifi for signatures. It's SOC 2 Type II certified.

Best For:

Companies that want a Microsoft CLM that can be changed a lot and works with CRM and ERP. Good for legal and buying teams that already use M365.

What People Say:

People say it's easy to set up and has workflows that make sense. They like how well it works with Microsoft and how helpful the support is.

ConvergePoint Contract Lifecycle Management

Overview:

ConvergePoint is a CLM that works with SharePoint. Many big companies use it in the US, Canada, UK, and Australia. It's made for companies with 250+ people and manages the whole contract process in SharePoint. It installs as an app in under 10 minutes.

How it Works with M365:

It installs in SharePoint Online and has plugins for Word, Outlook, and Teams. It works with DocuSign, EchoSign, HelloSign, and Sertifi for signatures. It connects to Salesforce and Dynamics 365 CRM. It uses AI to manage contract info.

Best For:

Legal, buying, and compliance teams that need a CLM with audit trails and dashboards. Especially good for companies in regulated industries.

What People Say:

People like how it tracks compliance and manages things. Some say it takes planning to set up for big companies.

LEDOX³⁶⁵ Contract Management

Overview:

LEDOX365 is a CLM from Join GmbH and Deloitte Legal that works with Microsoft 365, including SharePoint Online and Azure. It uses AI from Azure OpenAI Services. Companies like Merck use it with around 5,000 people in 60 countries.

How it Works with M365:

It's part of Microsoft 365, including SharePoint Online and Azure. It works with Outlook, Teams, and Word. It uses Azure OpenAI to summarize contracts, check risks, find what needs to be done, and add info. It can make reports with Power BI and connect to ERP systems.

Best For:

Big companies that need compliance, AI, and can be changed a lot. Good for legal teams that manage many complex agreements.

What People Say:

People say it focuses on processes and works well with Microsoft tools.

CLM 365 (by Apps365)

Overview:

CLM 365 by Apps365 is a contract management system that works with Microsoft 365 as a SharePoint app. It can be found in the Microsoft AppSource and installs in under 10 minutes. It manages the whole contract process and uses AI to compare documents.

How it Works with M365:

SharePoint (SPFx web part and Teams tab); Microsoft Teams personal and channel tabs; Outlook ; Power Automate for workflows; Power BI for analytics; Azure security ; DocuSign and Adobe Sign for signatures; Dynamics 365 .

Best For:

Companies that want to quickly set up a CLM that works with Teams and SharePoint. Good for IT teams that want a solution that installs fast and fits with M365 .

What People Say:

People like how it works with Microsoft.

Contracts 365

Overview:

Contracts 365 is a contract management system that uses AI and is made for Microsoft 365 . It says it's the most , safe and easy-to-use M365 CLM . It uses AI and expert setup to help . It can do important contract tasks in 30 seconds .

How it Works with M365:

It's built on Microsoft 365 ; it has dashboards in SharePoint and uses M365 search to find contracts ; it works with Teams ; it uses AI for contract info ; it works with e-signatures .

Best For:

Businesses that want a CLM that uses AI and works with their Microsoft 365 . Good for companies that want help setting things up .

What People Say:

People say it stores things well and can be .

Consensus (by Barhead, Built on Microsoft Power Platform)

Overview:

Consensus is a contract lifecycle management tool built on the Microsoft Power Platform and optimized for use within Microsoft 365. It provides centralized contract data, automated workflows, and organized contract lifecycle management. The tool can handle the entire contract management process from request to renewal and utilizes Microsoft’s cloud platform.

How it Works with M365:

It uses SharePoint for storing documents, Microsoft Teams for collaboration and approval, Outlook for notifications, Power Automate for workflow management, and Azure for security.

Best For:

It is best suited for businesses that are already using Power Platform and Dynamics 365 and require an integrated contract management process in M365.

What People Say:

Users like the tool’s Microsoft integration and flexibility within the Power Platform.

Who Uses M365-Based CLMs?

Legal Teams

Legal departments can use clause libraries, standard templates, and AI to help with reviews. M365-native CLMs let them handle edits in Word and track changes in SharePoint, without switching programs.

Procurement

Procurement teams can use CLMs to handle vendor contracts, track supply chain tasks, make sure terms are followed, and watch renewal dates. Connecting with ERP and CRM systems keeps procurement data correct across the company.

Sales

Sales teams can get contracts done faster with templates and CRM integration that shows contract status in Salesforce or Dynamics 365. Faster contracts mean faster sales.

Finance and Compliance

Finance departments use CLM data to report liabilities, track payments, and flag revenue events. Compliance teams use audit trails, task tracking, and dashboards to show they're following the rules.

HR

HR teams can handle job contracts, offer letters, NDAs, and consultant agreements with CLM, making sure they're consistent, approved, and stored safely within M365's security.

Specific Examples

How to Set Up CLM on Microsoft 365

1. Plan First: Decide your SharePoint setup, permissions, and content types before installing CLM. Know which teams own which contracts and set up access based on your Active Directory groups.
2. Set Standards: A CLM is only as good as its metadata. Agree on a standard way to tag data (contract type, company, dates, value, etc.) with legal, procurement, and IT, and force it with required fields.
3. Use Templates: Map your contract approvals before automating. Don't just copy old, bad workflows. Simplify approvals, then set them up in Power Automate or the CLM’s workflow engine.
4. Help People Adapt: Tech is only part of it. CLM works when people know why the process changed and how it helps them. Train people, have CLM experts in each department, and tell leaders about adoption.
5. E-Sign Right Away: Don't add e-signatures later. Set up DocuSign, Adobe Sign, or your chosen solution from the start. A CLM that needs paper signatures defeats the point.
6. Report Regularly: Use Power BI or the CLM’s dashboards to make weekly or monthly contract reports for legal and procurement leaders. Check expiring contracts and compliance regularly. Make reporting a key part of using CLM.

The Best CLM Is Already in Microsoft

For organizations that are already invested in Microsoft 365, the choice is simple: a native M365 or SharePoint-based CLM will offer faster adoption, lower risk of implementation, and a better security position than any other standalone solution.

The Dock 365 CLM is specifically designed for Microsoft 365, running on your own SharePoint environment, and seamlessly integrated with Teams and Outlook, so you can handle contracts from request to renewal without introducing any new complexity to your IT environment.

If you're searching for a native Microsoft 365 contract management solution that installs quickly, provides automation of workflows, and keeps all contract information safely stored in SharePoint, then the Dock 365 CLM is a great place to begin.

Schedule a free demo of the Dock 365 CLM today and discover how you can centralize contracts, eliminate manual tracking, and simplify your entire contract lifecycle without ever leaving Microsoft 365.

Glossary

Contract Lifecycle Management (CLM): Managing contracts from start to finish, from writing to negotiating, approving, signing, watching tasks, and renewing or ending.

SharePoint: Microsoft’s platform for managing content and working together. SharePoint is used for document storage, metadata, and permissions.

Power Platform: Microsoft’s set of tools for creating apps (Power Apps), automating workflows (Power Automate), analyzing data (Power BI), and storing data (Dataverse).

Microsoft Teams: Microsoft’s chat and collaboration platform that works across Microsoft 365. CLMs can show tasks and alerts in Teams, so users can manage contracts without leaving Teams.

Metadata: Data attached to contracts (like type, company, value, dates) that helps with searching and reporting.

Workflow Automation: Using tech to automatically send tasks and approvals based on triggers. It replaces manual emails with automated processes using Power Automate or the CLM’s workflow engine.

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