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: October 2023



Anticipated Release

RLDatix PolicyStat IntegratonAdd Policystat documents to a contract record. Browse available policy documents and chose to import either a PDF version of the Policy or a link to the "live" policy document.Q4 2023

RLDatix Credentialing Integration
Request that a credentialing transaction inside intelligentcontract. The results are automatically updated within the contract record.

Q1 2024

AI data Extract

Extract text from uploaded documents and populate a contract record. Works for both new and existing documents and can create new records or add to existing records. Email documents into intelligentcontract and introduce a Document Inbox to manage documents that are received.

Q2 2024

Workflow Improvements

Introduce workflow that introduced new actions that can be actioned as part of a workflow step. A workflow can be attached to one or more records (such as a contract, document, person). Escalation rules, conditional branching and the ability to build a workflow visually.

Q3 2024

Public API

Introduction of the Intelligentcontract API that, with authentication, allows a 3rd party application to extract and create data within an account.

Q4 2024

integration with popular CRM and Finance systems

Plugins to popular CRM and finance systems that will allow simple data exchange. The list of systems to be integrated to be announced.

Q2 2025

Improvements to Dashboards

Allow the dashboard to be customized to display data that the user builds or chooses from pre-defined panels.

Q3 2025

Quick Add contract

New 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.

Q4 2025

Export to Excel

Simplify and increase the speed of generating Excel output from summary forms

Q4 2025

Self Service T&Cs and Privacy Policy

Implement a system that will allow customers to accept changes to Terms of Service and Privacy Policy. This will enable acceptance to be sought online rather than manually by the support team.

Q1 2026

Contract "Save Copy as..."

Allow a copy of an existing contract to be made using the feature "Save Copy as...."

Q2 2026