Docsum Blog

Contract signed? Great. Now the real work begins. In this guide, we break down the 6 essential steps every company needs to follow after signature to avoid risk, stay compliant, and turn agreements into action. From centralized storage and key term extraction to deadline tracking and team accountability—this is your post-signature playbook.

Docsum’s July 2025 product update introduces Document Relationships and Entity Management, transforming contract lifecycle management for legal, finance, and operations teams in the United States and worldwide. With Document Relationships, users can explicitly link related contracts—including Master Service Agreements (MSAs), Order Forms, Amendments, Renewals, and Terminations—creating a connected contract repository that makes it easy to answer questions like “Is this agreement still active?” or “Which documents are tied to this MSA?” The new Entity Management feature organizes all counterparty data, such as legal names, signers, addresses, and entity types (Vendor, Customer, Internal), allowing businesses to search, filter, and report on every agreement tied to a specific partner. By centralizing contract and counterparty tracking, Docsum reduces risk, streamlines compliance, and gives companies a single source of truth for audit-ready, modern contract management.

Effortlessly keep your contract library organized and actionable with our latest updates. Instantly upload documents by email, track every extracted value back to its original clause with clickable source citations, and receive redline analysis reports right in your inbox. Power users can now archive or reprocess documents in bulk, while smarter search makes finding the right agreement even faster. All wrapped in a refreshed, streamlined login experience—making Docsum smoother and more intuitive than ever.

Most contract lifecycle management systems were built for routing and storage—not insight. In this post, we break down why traditional CLMs can’t deliver real visibility, how GenAI is changing the game, and what a modern contract intelligence platform should look like.

Tired of contracts buried in inboxes, Google Drive, or DocuSign accounts? This guide walks you through how to manually find every signed agreement across your business—and how to centralize them into a single, organized repository. Whether you’re prepping for a fundraising round, an audit, or just trying to avoid auto-renewal nightmares, this step-by-step process will help you regain control. Plus, learn why a solution like Docsum can save hours and reduce risk.

Unlock deeper contract visibility with our new Dashboard, delivering real‑time metrics and visual insights into active vs. expired agreements. Automatically classify every agreement by Entity Type (Customer or Vendor) and Status (Active, Inactive, Unknown), and keep your library clean with AI‑powered duplicate detection. Plus, easily share any view via CSV, preview PDFs inline with beta citations, and set document types on upload for perfect categorization—everything you need for smarter, faster contract management.

Managing contracts manually is slow, error-prone, and inefficient—but Docsum uses AI to extract key terms, track obligations, and streamline contract negotiations. With AI-powered search, automated clause detection, and real-time alerts, Docsum transforms contract management into a smarter, faster, and more data-driven process.

We're excited to announce a major expansion of Docsum's data extraction capabilities, giving you more control and flexibility than ever before.

Docsum’s latest upgrade centralizes document types and integrates them with playbooks for seamless contract review. Soon, smart field extraction will automate key data capture, while enhanced search makes finding information faster and smarter.

Docsum simplifies contract workflows from negotiation to post-signature tracking. Upload signed agreements, extract key data, and get timely alerts. Stay organized, reduce risks, and never miss a renewal again.

Ditch the chaos of DIY contract management. Docsum organizes, automates, and integrates your contracts for seamless workflows and visibility. Say goodbye to cluttered spreadsheets and hello to smarter, faster business operations.

NDAs are critical for safeguarding business secrets and fostering trust, but managing them manually is tedious. Docsum streamlines NDA reviews, tracks obligations, and ensures compliance with AI-powered automation.