The planned features for intelligentcontract.com are described below. Please note that the content and anticipated arrival dates for features on the roadmap are indicative only and are subject to change without notice.



Last Updated: Oct 2018

Feature
Description
Anticipated Release
Improvement to Approvals
Improve the existing features around approvals to meet demands of inhealth
Q1 2018
onelogin implementation
Build an integration to Onelogin to facility Active Directory Single Sign-on. Includes building concept of "plugins" for IC
Q1 2018
Improvements to the Value Field
Enhance Value field to allow the display of current, next and last financial year values
Q1 2018
Multi-Select & Range Calendar Field
Implement a new custom field type which allows users to specify one or more dates or date ranges
Q1 2018
Contracts I Own
An update to the default view "contracts I own". Where a user is linked to a contract, this view will display this contract
Q1 2018
Improvements to Reporting
Introduce a new visual based reporting suite for IC. Drag-and-Drop to create reports, set parameters and criteria in a more accessible way. See previews of reports as they are built. Simplified data sets
Q4 2018
Trial Data/ Account / Data Reset
Allow a customer to load/unload trial data and 'factory' reset their account. Aimed at new accounts to increase the value of the free trial
Q1 2019
Self-service Customer Billing
Integration of Billing system with IC back-end to allow customers to manage their own billing without intervention from the sales team.  Customers can move from trial to paid, upgrade, downgrade, cancel, review payment history and update payment methods directly within IC. No need to contact Sales Team.
Q1 2019
On-boarding Improvements
Introduce a quick start configuration wizard for all new accounts. The quick start will guide the new user through the critical steps of configuration and encourage them to add their first initial contracts, parties, documents and alerts
Q2 2019
Self Service T&Cs and Privacy Policy
Implement a system that will allow customers to accept changes to Terms of Service and Privacy Policy changes. This will enable acceptance to be sought via IC rather than manually by the Sales team
Q2 2019
Set up outage page re-direct
When IC is unavailable, implement a Status page which allows users to track recovery progress
Q3 2019
Contract "Save Copy as..."
Allow a copy of an existing contract to be made using the feature "Save Copy as..."
Q3 2019
Export to Excel / PDF
Simplify and increase the speed of generating Excel and PDF exports from summary forms
Q3 2019
End Date Field Improvements
Increase the functionality of the contract end date field to allow specific end date, recurring contract or fixed term
Q3 2019
Daily Activity Report
Provides a summary of activity on an account
users can decide the content of the report
users decide who can
Q4 2019
Templates with Field Placeholders
Allow the creation of a document template which can be used to create a new document along with completed placeholders from a user chosen record
Q4 2019
Replace Inbox with Notification Area
Introduce an alarm bell at the top right of the main form and remove inbox functionality
Q4 2019
Improve Feature Hiding Interface
Simplify the feature hiding interface
Q4 2019
Improvements to Dashboards
Allow the dashboard to be customised to display data which the user builds or chose from pre-defined panels
Q1 2020
Request a document / data / review
User is able to set up a template that is used to request information (including request a document). Requests can also be to review an entity (e.g. person or party details). Requests can be scheduled and recurred
Q1 2020
Improve User Form
Improve and simplify how users are created, managed and disabled
Q1 2020
Email Docs and Docs Inbox
Ability to email documents into IC, introduce a Document Inbox to manage documents that are received
Q1 2020
Autopopulate Party Details
Ability to search for company and organisation information against a world-wide database. Improve accuracy of party details and reduce user typing
Q2 2020
Introduce Feature Launcher
Buttons that allow easy access to common features (e.g. terminate contract)
Q2 2020
Improved Data Import
Simplify the process of importing data into IC
Q2 2020
Advanced Templates / Clause Library / Red-Lining / Versioning
Allow the creation of documents in conjunction with the clause library. Allow the red-lining of documents and combine with version control
Q3 2020
Implement Mass-update/Add
Implement ability to update or add multiple records in one action. This feature will be extended to mass-update sub-entities (e.g. notes on a contract, alerts on a contract)
Q3 2020
Automation
Introduce trigger / action based automation. For example, when a contract passes expiry, archive the contract and send a notification to user group
Q4 2020
Auto Proof Reading
Find and highlight key clauses (pre-determined by the user), phrases within a document
Q4 2020
"You're in contract!" feature
Allows a user to "send" a contract to an email recipient for them to add to their own IC account. Changes made are reflected in both accounts
Q4 2020
Text Version of Uploaded Docs
Review and search all documents regardless of their format or whether they are scanned images. This feature will  provide access to the text version (generated by OCR) of each document
Q1 2021
Ability to customisation Notification Templates
Notification templates (for example, alert notification). Customisation's include changing the text and images
Q1 2021