Manage Documents - Legal Documents

Manage Contracts, Agreements, and Other Legal Documents

Every day your legal team works with hundreds of contracts, agreements, and related documents. These are highly complex documents, with large numbers of contributors and reviewers. Your team needs to stay in control of managing your legal documents.

KnowledgeTree offers smart, business-class tools to help you control business processes for your legal documents.


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Legal eBook

How legal teams can manage contracts and other documents.

Get Started! 8 Best Practices

The 8 steps you should take to start managing documents.

KnowledgeTree increases efficiency across your legal organization:

Smart Tools

Structure contracts with Smart Tags that make sense to you, like client number, contract type, expiry date, and more. You can even manage complex approval processes with customizable Smart Processes that control contract reviews and approvals.

Smart Insights

Identify documents that are valuable to you and your team. Is there a new EULA or standard terms and conditions? Are there best practice documents that your team is getting value from? Team-centric tools let you identify documents that can make you more productive.

Smart Teams

Manage the complexity of frequently changing documents. When new content is created, new comments added to a document, or a colleague has identified a valuable document, you can see that news in KnowledgeTree’s Smart Feeds.

Smart Extensions

Create, edit, and share documents like new contracts directly from Microsoft Word. That makes it easy to work with legal documents directly in the Microsoft Office tools you use every day.

Document Management for Legal Teams

Documents created by legal teams are often the most technical and often require the greatest amount of collaboration. Numerous contracts and proposals go through various draft changes before they are completed. All of these changes have to be managed properly. It can become a burden for legal teams when a single contract has to be modified more than a dozen times. How can teams gain control of the documents that matter?

Start Managing Legal Documents Online

Step 1: A colleague in a legal team has found a discrepancy in the clause of a critical contract. Not only must the team correct this error, but it must also re-review the complete document and re-send it to all other relevant departments.

To make the process smoother create workflows using Smart Processes so your team can easily manage who has access to the document. By assigning company specific keywords to the document other departments can easily find it.

If you have to leave the office, don’t worry, because you stay updated on all changes and reviews via Smart Alerts and Smart Feeds. You receive these notifications in real time so you never have to sort through dozens of emails.

Maybe you see an error while away. Easily drag and drop documents into your secure vault. Stay connected to your team and the documents that matter from wherever you are.

Manage Legal Document Workflow

Step 2: Your colleague has to write a complex paragraph in the contract on business practices. Well, you already created a step-by-step guide for that.

Help your team find the documents they need using insights and analytics tools. Remember, you’re away from the office and don’t have access to email. Instead of worrying, use Smart Trends and dashboards to pinpoint useful content.

Dozens of people have already viewed, commented on and “liked” this guide because it’s incredibly useful. There’s no need to go digging around for it because it is right there ready for use in your secure vault.

Better still, the template for the guide has already been assigned using Smart Integrations. This tool allows you to use templates like Microsoft Office to standardize repeat processes. Complex legal documents are constructed with little to no effort.

Managing the Finalization of the Legal Document

Step 3: The clause is updated and is ready for approval.

Right from your secure vault alert departments already approved in your workflow that the document is ready for the approval process. Only the most current versions are sent to colleagues. You know when changes are made with Smart Feeds. Once the document is ready you are notified in real time so the document isn’t stalled.

Legal teams deal with the most critical documents. Make the process smoother with document management tools that make collaboration a straightforward process.