Keep MSAs and SOWs in one record
Terms CLM is the workspace contracting owners already needed. Consulting firms use it to store client agreements, extract key dates, and see what is coming up for renewal.
The Challenge
Client work usually lives across email, shared drives, and a spreadsheet of end dates. When an MSA expires or an SOW is amended, the live terms are hard to find.
Our Solution
Upload the agreement, keep versions together, and let analysis pull parties and dates into fields you can search and alert on. Terms CLM does not replace your billing system, rate cards, or client portal. A briefing is the usual first step.
Agreements you can track
Typical professional services documents teams store in Terms CLM.
Master Service Agreements
Store the parent agreement and track term, renewal, and notice dates.
- PDF repository and versions
- Expiration and renewal dates
- Vendor/client record
- Approval history
Statements of Work
Keep project-level agreements next to the related client or vendor record.
- Linked vendor or company name
- Value and status fields
- Obligation tracking
- AI summary of scope and dates
Consulting Agreements
File engagement letters and track when they end or need review.
- Key-term extraction
- Renewal alerts
- Team visibility
- Version history
NDAs
Keep confidentiality agreements searchable with expiration dates.
- Upload and tag
- Expiration alerts
- Counterparty on the vendor record
- Audit-friendly history
What Terms CLM actually does
The same core product—applied to professional services documents.
Analysis of the executed file
Upload a PDF and get a structured summary: parties, dates, and notable terms. Treat it as a first pass, not a legal opinion.
Renewals and deadlines
Track expiration and renewal dates with configurable alerts so notice windows are visible before they close.
Approvals
Route contracts and bids through staged approval workflows with a record of who signed off.
Obligations
Capture follow-up items from an agreement and mark them complete, overdue, or waived.
Vendors
Keep supplier records next to the contracts they sit under, instead of in a separate spreadsheet.
Version history
Store amendments and replacements with the parent agreement so the live version is obvious.
Frequently Asked Questions
Common questions about professional services contract management.
Can I link an SOW to an MSA?
There is no dedicated parent/child contract linker. Teams typically use the same vendor or client record, tags, and titles so related agreements are easy to find together.
Do you manage rate cards or retainers?
No. Terms CLM tracks the contract record, value, and dates. Hour banks, utilization, and billing stay in your time-and-billing or accounting tools.
Can clients sign in a portal?
Terms CLM includes in-app signing for users in your tenant. It is not a public client portal and does not replace DocuSign or Adobe Sign.
Explore Other Industries
See how we help organizations across different sectors.
Sit with professional services documents in Terms CLM
A briefing of the repository, analysis, renewals, and approvals — using your own document types.