Clear insight. Confident action.

EVERY DOCUMENT TYPE IN YOUR PORTFOLIO

Dozens of document types per site. One platform for all of them.

No current tool provides a unified operational playbook across all CRE document types. Competitors handle leases. Contract Sage handles everything.

6-LENS ANALYSIS PLAYBOOK

Every stakeholder gets their answer — without pinging legal.

Six structured views mapped to the questions each role asks every day. The CFO gets cash flow impact. Operations gets KPI obligations. Legal gets exposure maps. All from the same document, at the same time.

SUMMARY

Who, what, when, and how much — without reading a single clause.

Plain-English orientation on any document in your portfolio. Scope & purpose, parties, key dates, financial headline, and attached schedules — all structured in seconds. Anyone on your team can act on it immediately.

ASSESSMENT

Go/no-go before you sign. Exit options before you're locked in.

Top risks ranked by severity with clause evidence. Negotiation priorities with financial rationale. Every viable exit path — notice periods, financial consequences, mechanics. The decision intelligence that prevents post-close surprises.

COMPLIANCE

Worst-case liability, IP, and dispute mechanics — every document.

Indemnity exposure, liability caps, compliance requirements, and exit pathways mapped in plain language. Designed to escalate the right issues to counsel — not every clause — so your outside legal bill stays predictable.

OPERATIONS

SOW obligations, vendor KPIs, and subcontractor rights — for every service agreement in the portfolio.

Contract Sage's biggest CRE differentiator. No competitor structures the delivery obligations, performance measurement, and supply chain flexibility buried in vendor and service agreements at portfolio scale. This is the lens that pays for itself.

FINANCE

CAM triggers, rent escalation, loan covenants, and tax flags — structured and searchable for every CFO question.

The Finance lens extracts every cash flow implication across your document universe. What you're paying, what you're owed, what changes automatically, and what creates hidden tax exposure. Built for CFOs who need answers in minutes — not page references next week.

INFOSEC

Vendor data ownership, security standards, and DR obligations — in every PropTech and service contract.

As CRE firms adopt more PropTech, smart building, and property management software, data ownership and security obligations buried in vendor contracts create growing regulatory risk. The Infosec lens ensures your IT and compliance teams can hold vendors accountable from day one.

PRICING & Plans

Built for mid-market CRE. Not enterprise pricing. Not per-document anxiety.

Flat monthly subscription removes the usage hesitation that kills adoption.

Your team uploads everything — Contract Sage processes everything.

All plans: 256-bit encryption · GDPR & CCPA compliant · Zero-knowledge architecture · No AI training on your data · Cancel anytime

SOLUTIONS BY ROLE

Every stakeholder gets the intelligence they need — without the one they don't.

Structured for the questions each role asks every day. No legal degree required.

OCR contract management software

LEGAL & COMPLIANCE

Liability exposure, IP ownership, compliance gaps, dispute mechanics — mapped clearly so nothing escalates unexpectedly.

contract life cycle management (CLM) for finance

OPERATIONS

SOW obligations, vendor KPIs, subcontractor permissions, scalability terms — the execution intelligence Legal tools miss entirely.

contract life cycle management (CLM) for IT

INFORMATION TECHNOLOGY (IT)

Data privacy compliance, software licensing optimization, cloud cost control, and vendor security posture — from the contract out.

contract life cycle management (CLM)

FINANCE

Payment terms, cash flow impact, escalation triggers, tax flags, and CAM reconciliation windows — structured and searchable.

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PROCUREMENT

Vendor relationship optimization, spend visibility, supply chain risk, and strategic sourcing intelligence across every agreement.

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HUMAN RESOURCES

Workforce contract intelligence: compensation benchmarks, culture alignment, talent retention terms, and compliance obligations.

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Every contract is a lever.

We show you how to pull it.

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