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
|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|
RLDatix Credentialing Integration
|Request that a credentialing transaction inside intelligentcontract. The results are automatically updated within the contract record.|
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.|
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.
Introduction of the Intelligentcontract API that, with authentication, allows a 3rd party application to extract and create data within an account.
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.
Improvements to Dashboards
Allow the dashboard to be customized to display data that the user builds or chooses from pre-defined panels.
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.
Export to Excel
Simplify and increase the speed of generating Excel output from summary forms
Contract "Save Copy as..."
Allow a copy of an existing contract to be made using the feature "Save Copy as...."