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FY2026 Product Descriptions

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This Product Descriptions page describes the Ironclad products and services that may be ordered under an applicable Order Form. The specific products, quantities and fees purchased by Customer are set forth in the applicable Order Form and are governed by the terms and conditions of the applicable agreement between Customer and Ironclad (the “Agreement”).
Capitalized terms used but not defined in this Product Descriptions page have the meanings given to them in the Agreement. In the event of any conflict between this Product Descriptions page, an Order Form, and the Agreement, the order of precedence shall be (i) Order Form, (ii) Agreement, then (iii) this Product Descriptions page.
Availability and functionality of products and features described herein are subject to the Agreement, licenses purchased, applicable usage limits, and Ironclad’s then-current documentation and policies.
All Ironclad’s artificial intelligence services, features, and related AI technologies that support the Enterprise Services (the “AI Products”) are subject to the AI Credit and Fair Use Policy.
Ironclad CLM Services
Contract lifecycle management includes contract management services including the workflow-related services accessible through https://www.ironcladapp.com (the “CLM Services)”
Each Customer’s purchase of an Ironclad CLM subscription may include the ability to access the following external integrations:
  • eSignature providers: Docusign, Adobe Acrobat Sign, Dropbox Sign (formerly HelloSign)
  • Cloud Storage: Google Drive, OneDrive, Box, Dropbox, Egnyte
  • SSO: SAML based single sign on
Included in Ironclad CLM Platform
References to configuring AI Clauses, AI Properties, or providing examples are intended to describe Customer’s ability to engage in specific configuration and detection within Customer’s instance, and do not describe training of Ironclad’s generally available AI models.
Product Feature
Description
Ironclad Assistant
Contract-aware AI assistant designed to help users ask natural-language questions across both in-flight and signed agreements, surfacing potentially relevant terms, obligations, counterparties, and workflow context, subject to Customer’s configuration, permissions, available data, and applicable usage limits.
AI Assist
In-editor AI feature designed to help users summarize selected text and draft or revise content within supported documents, subject to Customer’s configuration, permissions, available data, and applicable usage limits.
Conversational Search
AI-powered semantic search designed to help users ask natural-language questions (e.g., “NDAs with California governing law expiring in 90 days”) and returns the potentially relevant contracts, clauses, and workflows with inline snippets and filters, subject to Customer’s configuration, permissions, available data, indexing, and applicable usage limits.
Workflow Designer
No-code workflow configuration tool that allows Authorized Users to design and manage contract processes, including by uploading templates, defining launch questions, tagging properties in documents, and configuring create, review, approval, signature, and archive steps, subject to Customer’s purchased licenses and administrative permissions.
Launch Forms & Dynamic Templates
Configurable launch forms and dynamic templates that can collect business inputs, such as counterparty, dates, values, record type, and region, and use those inputs to help populate document language, approval paths, and metadata, subject to Customer’s configuration, templates, permissions, available data, and applicable usage limits.
Workflow Roles & Approvals
Workflow role and approval configuration functionality that allows Authorized Users to assign internal recipients, approvers, coordinators, company signers, and archivers, including through round-robin or condition-based routing, to help route agreements based on configured contract attributes such as type, value, or region.
Workflow Access & Permissions
Access and permission controls designed to allow authorized administrators to manage workflow and record access for specific groups or participants, either generally or based on configured conditions, so that access to workflows and Repository records can be limited based on Customer’s configuration and permissions model.
Workflow Testing & Preview
Preview functionality that allows authorized administrators to test configured workflows by simulating launch inputs and reviewing the clauses, documents, roles, data, and conditions that may be triggered before publishing workflows to end users.
Contract Repository
Central contract repository designed to help Customer store executed contracts and associated metadata, support bulk upload of structured and unstructured documents, surface AI-suggested metadata properties where enabled, and support record retention and export workflows, subject to Customer’s configuration, permissions, available data, purchased licenses, and applicable usage limits.
Contract Dashboard & Activity Feed
Dashboard and activity feed functionality designed to help users view in-flight and completed agreements and related activity, such as creation, edits, redlines, approvals, signatures, and stage timing, subject to Customer’s configuration, permissions, available data, and applicable retention settings.
Ironclad Insights
Contract analytics and visualization functionality designed to allow users to build or use charts to monitor throughput, bottlenecks, workloads, and spend, then drill into underlying workflows and records or export results, subject to Customer’s configuration, permissions, available data, and applicable usage limits.
Turn Tracking
Negotiation tracking functionality designed to help users identify which party is currently expected to take action on a negotiation, track negotiation turns, and surface where agreements may be delayed, subject to Customer’s configuration, user activity, available data, and workflow usage.
AI Clauses (OOTB)
175 pre-configured AI clause types that may be configured to automatically detect clauses across AI Playbooks and Smart Import. The pre-configured clauses include the most common legal provisions found in commercial contracts, including Indemnification, Limitation of Liability, Governing Law, Termination for Cause, Intellectual Property, Arbitration, Confidentiality, and more. AI Clauses includes the ability for authorized administrators to train OOTB clauses with additional examples to improve detection accuracy for their specific contract language.

AI Clauses (Custom)

Custom AI clause functionality that allows authorized administrators to configure contract-specific clause types beyond Ironclad’s out of the box clause types and provide examples to help identify clauses in AI Playbooks and Smart Import. Customers may create up to 100 Custom AI Clauses per instance, subject to Customer’s configuration, available data, and applicable usage limits.
AI Properties (OOTB)
Pre-built AI property functionality designed to help identify common structured metadata fields from executed contracts, such as agreement date, expiration date, contract value, counterparty name, governing law, renewal type, and termination notice period. AI-suggested property values may be used in Insights, search filters, and reporting, subject to Customer’s configuration, permissions, available data, document quality, and human review.
AI Properties (Custom)
Custom AI property functionality that allows authorized administrators to configure metadata fields unique to Customer’s contracts, such as notice periods, jurisdiction-specific terms, or custom identifiers. Custom AI Properties may surface AI-suggested values directly on contract records through supported Smart Import and Extract Metadata workflows. Customers may create up to 100 Custom AI Properties per instance, subject to Customer’s configuration, available data, and applicable usage limits.
AI Playbooks
AI-assisted playbook functionality designed to use clause detection and Customer-configured rules to help identify potentially non-standard terms during contract review and surface Customer-approved guidance, positions, or fallback language, subject to Customer’s configuration, available data, document quality, permissions, human review, and applicable usage limits.
Smart Import
Bulk import functionality designed to help ingest legacy or third-party contracts into Ironclad and, where AI features are enabled, suggest agreement classifications and metadata such as dates, values, counterparties, and clause tags, subject to Customer’s configuration, document quality, available data, human review, and applicable usage limits. Unless otherwise set forth in the applicable Order Form, (a) Customer's usage of Smart Import is uncapped in the first year of the initial subscription term and (b) Customers may run Smart Import up to 50,000 times each quarter after the first year of the initial subscription.
Extract Metadata (formerly Run AI)
Metadata extraction functionality designed to help authorized administrators run supported extraction workflows across contracts already stored in Ironclad to populate or refresh AI-suggested properties and clauses when schemas, configurations, or models change, subject to Customer’s configuration, available data, document quality, human review, and applicable usage limits. Customers may run Extract Metadata up to 30,000 times in a 30-day period, unless otherwise specified in the applicable Order Form.
User Types
Power Users may be provisioned as Administrator or Standard Seats.
  • Administrator Seats have full access to Ironclad's platform, allowing them to control user permissions, workflow configurations, integrations, and other admin settings. In addition to the abilities of Standard Seats, they have the ability to:
    • Create and maintain workflow configurations in Workflow Designer
    • Manage Groups, API Access, User Management, and Integration settings
  • Standard Seats are for business users who interact with all aspects of the Ironclad platform, but do not make changes to admin settings or workflow configurations. In addition to the abilities of Requester Seats, they have the ability to:
    • Manage and update contract versions using Ironclad Editor, Share Document, and document upload/download functionality
    • Search and view contracts and workflows
    • Be designated as a workflow approver in Workflow Designer
    • Create and view reports in Insights
Sell-Side Module Users have the ability to:
  • Create contract requests using workflow launch forms
  • View, comment on, and upload/download drafts within workflow
  • Approve their own workflows
  • Electronically sign contracts in any workflow
  • Search and view contracts and workflows
Note: Sell-Side Module Users may access Ironclad workflows to sell products and services.
Buy-Side Module Users have the ability to:
  • Create contract requests using workflow launch forms
  • View, comment on, and upload/download drafts within workflow
  • Approve their own workflows
  • Electronically sign contracts in any workflow
  • Search and view contracts and workflows
  • Access Ironclad's Coupa and OneTrust integrations
Note: Buy-Side Module Users may not access Ironclad workflows to sell products and services.
Intake Module Users have the ability to:
  • Create contract requests using workflow launch forms
  • View, comment on, and upload/download drafts within workflow
  • Approve their own workflows
  • Electronically sign contracts in any workflow
  • Search and view contracts and workflows
  • Access Ironclad's Coupa and OneTrust integrations
Note: Intake Module Users may not access Ironclad workflows to sell products and services.

Salesforce Managed Package Users have the ability to access Ironclad’s Salesforce Managed Package through Ironclad’s ISV partnership with Salesforce, and access to Ironclad-side configuration settings to configure the following functionality:
  • Workflow Launch: Launch workflows from within Salesforce using a custom Lightning Web Component and map Salesforce fields to Ironclad workflow attributes
  • Workflow Sync: Sync Ironclad process data to Salesforce via a custom object and provide users with the ability to refresh Ironclad workflows with updated source data from Salesforce
  • Record Sync: Sync completed contracts and properties from Ironclad’s Repository to Salesforce’s standard Contract object or a custom object
Jurist Seats have the ability to access Jurist. Jurist Seats are available as standalone seats if you have purchased Jurist as a standalone service, or as an add-on access level to Administrator, Standard, and Requester seats.
CLM Platform Entitlements
Customer may have access to certain of the below CLM Platform Entitlements, as set forth in the applicable Order Form.
API Access: API Access includes access to REST endpoints, webhooks, authentication tokens, and Ironclad-side configuration settings for Ironclad Workflows and Repository. Purchase of the API Access entitlement is governed by the API Terms of Use at https://legal.ironcladapp.com/api-terms-of-use, including without limitation the applicable Rate Limits documentation available at https://developer.ironcladapp.com/reference/clm-api-rate-limits, all of which are incorporated by reference here.
Coupa Integration provides the ability to:
  • Launch an Ironclad Workflow from a requisition request
  • Automatically approve workflows in Ironclad based on Coupa approvals
  • Automatically hold purchase order generation until a contract is executed in Ironclad
Non-Production Separate Instance: A separate Ironclad CLM instance used for testing, developing, training, or staging purposes, not allowed for production use.
OneTrust Integration provides the ability to:
  • Launch a workflow in Ironclad from a list of vendors pulled in from OneTrust Map specific metadata from OneTrust on the vendor that you want to include on specific workflows
  • Launch a new engagement in OneTrust for that vendor
  • Create a new vendor in OneTrust and prevent approvals of the contract prior to the vendor being approved in OneTrust
Security and Data Pro Package: Security and Data Pro Package enables customers to monitor and trace Authorized User activity through an exportable audit history log, plus receive activity reports by calling Ironclad’s Activity Feed API. This includes Bring Your Own Key or Hold Your Own Key services.
Use of Ironclad's EU data center: Ironclad's European Union data center is based in Belgium with a backup center in Germany, subject to the Agreement, DPA, applicable subprocessors, support operations, and any data transfers permitted under the Agreement or DPA.
Advanced Encryption: Advanced Encryption allows customers to take greater control of data encryption key management through Ironclad’s Bring Your Own Key or Hold Your Own Key services.
AI Credits: Credits that can be applied toward usage of designated Ironclad AI products or agents, including those described in the table below (collectively, “AI Agents”). Credits are consumed at defined rates based on specific actions taken by AI Agents. Customers may purchase additional AI Credits beyond those included with an Ironclad CLM Platform edition.
AI Agent
Description
Archive Agent
AI-powered archive feature designed to help process signed contract documents by extracting, validating, and suggesting workflow metadata—including standard, custom, and archive-only properties—while providing reasoning and source citations for human review before the workflow is archived, subject to Customer’s configuration, document quality, permissions, available data, human review, and applicable usage limits.
Intake Agent
AI-powered intake feature designed to help process third-party contract documents by extracting potential key details, such as parties, dates, values, and signers, and suggesting information for launch forms, subject to Customer’s configuration, document quality, permissions, available data, human review, and applicable usage limits.
Renewal Agent
AI-powered renewal feature designed to help teams manage upcoming buy-side contract renewals by generating Renewal Briefs with key contract terms, likely business owners, cost-saving opportunities, and vendor health insights, and enabling users to launch renewal workflows, subject to Customer’s configuration, available contract data, permissions, human review, and applicable usage limits.
Obligation Management: Obligations Management includes:
  • The ability to create structured obligations using predefined, out-of-the-box types and properties
  • The ability to assign ownership to Ironclad users and update key obligation details like type, name, description, status, and owner
  • Access to the centralized Obligations Dashboard, enabling filtering by key fields, saving custom views, and monitoring obligations in one place
  • The ability to view obligations within individual contract records or across your organization via the dashboard
Clickwrap Workflows: Clickwrap workflows allows customers to display preset and dynamic contracts on their own websites, apps or other, in an embedded fashion with a “check box” acceptance.
Legal Centers in CLM: Legal Centers in CLM enables customers to create and manage branded, public-facing pages that host versioned legal documents natively within Ironclad CLM. Each Legal Center supports configurable branding with Customer logo, standard domain, table of contents and version history, subject to Customer’s configuration, permissions, and applicable usage limits. Customer may create up to 5 Legal Centers.
Public Workflows (Standard): Public Workflows (Standard) facilitate self-service contract generation and presentation via a publicly hosted URL. Public Workflows are triggered by a launch form and accepted using Ironclad Signature or an integrated eSignature provider.
SAP Data Foundation Integration: SAP Data Foundation Integration provides the ability to:
  • Pre-fill Ironclad contract launch forms with supplier name, address, and purchase requisition data pulled directly from SAP Ariba
  • Refresh live supplier or requisition data from SAP Ariba within Ironclad on demand during active negotiations, with a deep-link back to the source Ariba record
  • Automatically push executed contracts and associated metadata to the SAP Ariba Contract Workspace upon contract execution
  • Sync S/4HANA Business Partners into Ironclad Entities on a scheduled or real-time basis, maintaining vendor master data consistency across systems
SAP Procurement Automation Integration: SAP Procurement Automation Integration includes all capabilities of the SAP Data Foundation Integration and provides the ability to:
  • Automatically initiate an Ironclad contract workflow when a qualifying purchase requisition is raised in SAP Ariba, with relevant data pre-filled
  • Activate negotiated contract terms in SAP Ariba upon contract execution, governing purchase order pricing and spend limits automatically
  • Sync contract line items, pricing tiers, units of measure, and delivery schedules from executed contracts into SAP Ariba for automatic PO matching
  • Automatically create a purchase requisition in SAP Ariba upon contract execution for contract-first procurement scenarios (e.g., services, consulting, capex)
  • Trigger a pre-filled Ironclad workflow from a sourcing award decision in SAP Ariba
  • Sync contract amendments to the SAP Ariba Contract Workspace and surface post-signature obligation alerts in SAP
NetSuite Integration provides the ability to:
  • Pre-fill Ironclad workflow launch forms with vendor and entity data pulled directly from NetSuite, eliminating manual entry
  • Automatically push executed contracts, associated metadata, and signed documents from Ironclad to NetSuite records upon contract execution, ensuring complete and compliant recordkeepingSync key contract data between Ironclad and NetSuite to maintain data consistency across contract and financial systems
Ironclad Signature
Ironclad Signature enables Customers to electronically deliver a contract to counterparties and capture assent. Contracts can be signed in a variety of ways, depending how assent is captured.
  • A “Completed Signature Request” means a completed request to capture assent through Ironclad Signature, whether completed by one signer through an embedded clickwrap acceptance or by one or more signers through an e-signature acceptance workflow. Unless otherwise specified in the applicable Order Form, the number of completed signature packet requests that can be captured via Ironclad Signature is capped at the total of 250,000 per year on the Ironclad CLM platform.
Jurist
Jurist is a generative AI-powered contracting partner specialized in drafting, redlining, brainstorming, analyzing risk, and more.
  • A Jurist Seat is required for access.
  • Customers will have access to self-implementation guides available via Ironclad Academy including tutorials on how to implement Jurist for use in your organization.
  • If you are a current Ironclad Customer you will receive the same technical support services available as described in your signed Agreement.
  • If you have purchased Jurist as a standalone service you will receive technical support services aligned with the Standard Success Plan. Additionally, one Authorized User will be provisioned as an Ironclad Administrator Seat for the sole purpose of administering Jurist access for other Authorized Users within the customer organization. Any use of Ironclad CLM beyond administration of Jurist requires the purchase of applicable Ironclad CLM licenses and may incur additional fees.
Success Plans
Ironclad makes support services available to Customers based on the success plan selected on the Order Form. For all Success Plans, the following definitions apply:
  • P0 - Ironclad production issue affecting all users, including system unavailability and data integrity issues with no workaround available. Software is materially non-functional.
  • P1 - Significant or ongoing interruptions of use of critical software functions with no acceptable workaround available.
  • P2 - Minor or limited interruptions of use of a non-critical software function. Issue affecting some but not all users. A short-term workaround is available.
  • P3 - General questions and issues pertaining to the software. Information requested about software capabilities, usability, deployment or configuration.
Customers may elect to enhance support services for an additional fee.
Phone Support: Upgrade your Enterprise Success Plan with 24/7 phone support. This premium add-on provides Administrator Seats with direct access to our expert support team via phone, ensuring real-time assistance and personalized guidance around the clock.