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: October 2023
Feature | Description | Anticipated Release |
| RLDatix PolicyStat Integraton | Add 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 |
| Request that a credentialing transaction inside intelligentcontract. The results are automatically updated within the contract record. | Q3 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. | Q2 2025 |
| improvements to the Archive feature | Introduce tabs for each type of record with full search capability. Be able to view all of the records in the archive. Auto-archiving feature. Ability to restore individual items or all related items. | Q3 2025 |
Public API | Introduction of the Intelligentcontract API that, with authentication, allows a 3rd party application to extract and create data within an account. | Q3 2025 |
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. | Q4 2025 |
Improvements to Dashboards | Allow the dashboard to be customized to display data that the user builds or chooses from pre-defined panels. | Q1 2026 |
Export to Excel | Simplify and increase the speed of generating Excel output from summary forms | Q2 2026 |
Contract "Save Copy as..." | Allow a copy of an existing contract to be made using the feature "Save Copy as...." | Q2 2026 |