The planned features for 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: January 2021

Anticipated Release
Delete a userallow old users to be deleted from accountsQ1 2021
Replace a userreplace one user with another throughout an account. Q1 2021
Quick Add contractNew Quick Add function which allows a user to add a contract with a minimum of data.

Includes the ability to search for company and organization information. Improve accuracy of party details and reduce user typing

Q1 2021
Creation of online Contract Documentscreate documents online, track versions of documents, read line and document collaboration Q2 2021
Public API
Introduction of the Intelligentcontract API that, with authentication, allows a 3rd party application to extract and create data within an account.
Q2 2021
integration with popular CRM and Finance systemsPlugins to popular CRM and finance systems that will allow simple data exchange. The list of systems to be integrated to be announced.
Q2 2021
Templates/Forms with Field Placeholders

Allow the creation of a document template that can be used to create a new document along with completed placeholders from a user-chosen record.
Q2 2021
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 online rather than manually by the support team
Q3 2021
Contract "Save Copy as..."
Allow a copy of an existing contract to be made using the feature "Save Copy as..."
Q3 2021
Export to Excel
Simplify and increase the speed of generating Excel output from summary forms
Q3 2021
Improved Document Preview
Preview 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
Q4 2021
Improvements to Dashboards
Allow the dashboard to be customized to display data that the user builds or chose from pre-defined panels
Q1 2022


Workflow Improvements

Introduce workflow at document level to enable collaborative document review

Q1 2022
Email Docs and Docs Inbox
Ability to email documents into IC, introduce a Document Inbox to manage documents that are received. Ability to drag and drop files from a user's desktop. AI applied to documents to extract key details such as names, parties, dates.
Q1 2022
 Clause Library
create clauses that can be used to build new contracts or be included in a templateQ3 2022
Implement Mass-update/Add
Implement the 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)
Q4 2022
"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
Q1 2023
Dashboard GraphsAbility to create customized graphical representations of data. Created graphical representations can be pinned to the dashboardQ2 2023