Agiloft vs Icertis: how they compare in 2026
Read side by side, the published agreements of Agiloft and Icertis lean in different directions. Both sell enterprise contract lifecycle platforms to legal and procurement teams, and each caps liability at a year of fees and indemnifies intellectual property claims. Agiloft's agreement guards customer data more tightly. Customer data trains no model and improves nothing without explicit written consent, and it is deleted within thirty days of termination unless the law requires longer. The agreement also says Agiloft gives no legal advice. Icertis may use customer data to develop the service, provided the customer stays anonymous and nothing is shared with third parties. It may also destroy data five days after termination if no return is requested. Icertis's agreement goes further on hosting and insurance. The subscriber picks its Azure data center, a FedRAMP cloud is listed, and named cover includes $5 million of technology errors and omissions insurance. Agiloft links each ConvoAI answer to its source passage, and its terms name Microsoft Azure OpenAI, while Icertis's agreement names no model provider. Icertis also holds a 2025 Gartner Peer Insights Customers' Choice from 84 reviews.
At a glance
All 15 axes, side by side
The same grid applied to every vendor in the index, graded from public sources. Hover a grade to see what the letter means on that axis.
AI Centrality
How much of the product is actually AI. Whether the machine learning is the mechanism the buyer is paying for or a feature layered onto conventional software, and whether the vendor is specific about which is which.
AI Trainer, ConvoAI Document Q&A, the GenAI Prompt Lab, generative redlining and Screens are sold as AI Applications on top of Agiloft's contract lifecycle management platform. The platform's workflows, repository, approvals and integrations predate them. The Services Agreement defines AI Applications as functionality made available as part of the subscription and specified in the order. The Supplemental Terms govern them as a separate add on class. The models drive these features, and the CLM itself runs without them.
Icertis offers Icertis Copilots, a contract intelligence engine that extracts clauses, obligations and risk, and Vera, an agent layer released across Engage, Operate and Analyze in 2026. The vendor says Vera acts autonomously within boundaries the customer sets. These sit on a contract platform for authoring, negotiation, approval, execution, obligation management and analytics, which runs without the models and was sold as Icertis Contract Management before the AI positioning. The rename to Contract Intelligence added an AI layer to that platform rather than rebuilding it.
Citation Accuracy and Hallucination Disclosure
Whether the vendor publishes measured accuracy on citations and assertions, grounds output to primary sources, and says plainly what its system does when it does not know. Legal has a documented public record of fabricated citations reaching filed briefs, so an untested claim of accuracy is not evidence.
ConvoAI Document Q&A ties each answer to the passage in the contract that supports it and lets the user jump to the highlighted text, which the vendor calls white box AI. Section 9.3(c) of the Services Agreement states that AI features exhibit varying degrees of accuracy. The Supplemental Terms require the customer to check output independently. Agiloft publishes no accuracy figure, test set, benchmark or evaluation. The tool reads the customer's own contracts rather than primary law, so questions of legal authority do not arise.
Icertis describes a contract intelligence engine that extracts clauses, obligations and risk and turns them into queryable data, and an intelligence layer across the enterprise that it says understands business and industry context. It publishes no accuracy figure, hallucination rate, test set or evaluation, and does not describe how an output links back to a source the user can open. One Gartner Peer Insights reviewer says their organization has not been impressed with the Discovery tool AI.
Autonomy and Oversight Model
What the system decides on its own, what a lawyer must approve, and whether the vendor documents where the review point sits. A tool that drafts under review and a tool that files without one are different products and different risks.
Agiloft's AI features are built so that a person reviews what the models produce. Generative redlining proposes insertions and deletions against approved clause language for a negotiator to accept. Agiloft's own product lead describes it as best used where the language differs in substance, not for minor edits. AI Trainer lets a firm decide what the review model looks for, and ConvoAI answers link to the source text so a user can verify them. Section 2.3(c) of the Services Agreement makes the customer solely responsible for evaluating output. Agiloft does not publish a threshold at which any AI Application acts without a person, or a route for correcting a wrong output beyond the customer's own review.
Icertis says its agents act autonomously within boundaries the customer sets, so the customer can move fast and safely, and describes the platform as human first alongside AI native. In that design the agents act on their own and the customer defines where they stop. The vendor's own research reports that 44 percent of contracting leaders lack sufficient trust in AI's autonomous capabilities. Its product pages do not say how a boundary is configured or what an agent does when it reaches one. Nor do they say what review screen a person gets, or what the vendor commits to when an output is wrong.
Operational and Outcome Evidence
Named, dated evidence that the product works in production at real firms or legal departments. Case studies with figures and identified customers count. Unattributed testimonials and launch announcements do not.
The vendor states a 99.6 percent implementation success rate without saying how it is measured, and describes its customers as some of the largest companies. The pages carrying these claims name no customer deployment. The site navigation also links a customer stories page and the Pacesetter awards.
Icertis publishes customer quotes that identify the customer by industry and revenue band rather than by name. Among them are an IT services company with more than $30 billion in annual revenue and a healthcare and biotech company with more than $1 billion. It says 30 percent of the Fortune 100 are customers, across more than 90 countries and millions of contracts. Gartner named Icertis a Customers' Choice in the 2025 Peer Insights Voice of the Customer report for CLM, with 93 percent of customers recommending the platform across 84 ratings. No published case study pairs a named customer with measured results.
Privilege and Confidentiality Posture
How client confidences are handled: attorney client privilege and work product treatment, segregation of one client matter from another, whether client data trains any model, and what the vendor commits to in writing rather than in marketing.
Section 2.3 of the Services Agreement and section 1 of the Supplemental Terms provide that customer data is not used to train AI Applications or AI Models without the customer's explicit prior written consent. Section 4.3 extends that consent requirement to developing or improving the services at all. The platform is offered single tenant or multitenant by order, and section 2.2 confines Agiloft's use of customer data to providing and maintaining the services. Section 14.3 deletes customer data within thirty days of termination, and section 4.2 allows export at any time. Microsoft Azure OpenAI is named as a subprocessor, and its temporary storage of input and output for abuse monitoring is disclosed. AI service providers are defined as those on the published subprocessor list. The agreement does not address attorney client privilege or work product.
The SaaS Subscription and Services Agreement sets out role based access control, identity provider authentication, audit logs of every user action, encryption at rest and in transit, and a single tenant option. Section 4.5 returns Subscriber Data on request and permits destruction if it is not requested within five days of termination. Section 5.2 lets Icertis use Subscriber Data, including output, to maintain, develop and improve the service, provided the data is not shared with third parties and the Subscriber stays anonymous. The agreement does not address attorney client privilege or work product, or say how the Vera agents respect user permissions. A 2017 company news item describes storage on GDPR compliant cloud infrastructure with encryption at rest and in transit. Icertis also links a Trust Center from its site.
UPL and Professional Responsibility Posture
Whether the vendor is clear that it supplies a tool rather than legal advice, who its audience is, and how it addresses unauthorized practice of law, competence and supervision duties, and jurisdiction limits. ABA Formal Opinion 512 is the reference point. Where the advice line is not the duty a product raises, the axis is read through the nearest professional duty it does raise: judicial conduct rules and the reviewing duty for products sold only to courts, and the duty to bill for time actually spent for products that draft time entries.
Section 9.3(b) of the Services Agreement states that Agiloft is not an attorney or law firm or a substitute for one. It adds that Agiloft does not provide advice, explanation, opinion or recommendation about legal rights, remedies, defenses, options, selection of forms or strategies. Section 9.3(c) and the Supplemental Terms state that AI output may be inaccurate and must be verified independently. The product is sold to legal and procurement teams. Agiloft's published terms do not describe how the product supports a supervising lawyer's duties, and name no jurisdiction limit beyond export control.
Icertis sells the platform across legal, procurement, sales, finance and HR, where it handles NDAs, service agreements and HR paperwork alongside commercial contracts. Its AI drafts, redlines and negotiates for all of those users. The product pages, company section and research library take no position on where a tool ends and legal advice begins, and say nothing about competence or supervision duties. They set no jurisdiction limits, although Icertis operates in more than 90 countries. The human first framing describes how the product is designed rather than a position on professional responsibility.
AI Governance and Bias Disclosure
Published governance over model behavior: who owns it inside the vendor, what is tested before release, and what is disclosed about disparate output across matter types, parties, or populations.
The vendor markets white box AI that shows its reasoning by linking answers to source text. The Supplemental Terms bind customers to the Microsoft AI Code of Conduct, OpenAI usage policies and the AWS responsible AI policy, and section 3 warrants that insights from usage data are anonymized. Agiloft's terms and product pages set out no responsible AI framework of its own, no ISO 42001 or equivalent standard, no description of testing before release and no statement about uneven output. They name no accountable owner for AI governance. Agiloft also runs a trust portal at trustportal.agiloft.com.
Icertis calls itself AI native and human first, says its agents operate within boundaries the customer sets, and publishes annual research on buyer concerns about AI. That research reports that 55 percent of contracting leaders cite data output quality as a significant concern and 44 percent lack sufficient trust in autonomous AI. The product pages and research library describe no AI governance framework, no AI management certification such as ISO 42001, no named owner of model governance and no testing before release. They say nothing about uneven output across matter types, parties or populations.
AI Safety and Data Stewardship
Retention, deletion, access control, and what happens to prompts and documents after they are processed. Whether the vendor states its subprocessors and its incident practice, or leaves the buyer to assume.
Section 14.3 of the Services Agreement deletes customer data within thirty days of termination unless law requires longer, and section 4.2 allows export at any time. A subprocessor list is published at a stated URL, and AI service providers are defined by reference to it. Section 16.2 commits to emailed notice of updates to the list. The Supplemental Terms disclose Microsoft's temporary storage of AI content for abuse monitoring. Section 5.1 commits to organizational, physical and technical precautions against access by employees and subcontractors. Agiloft also publishes a security page and a trust portal. Section 5.3 gives the customer a route for reporting incidents, and an incident notification commitment sits in the DPA.
Section 4.5 of the agreement returns Subscriber Data on request at no fee and permits destruction if it is not requested within five days of termination. Exhibit B sets out strict role based access, identity provider authentication with multifactor support, audit logs of all user actions, encryption at rest and in transit, Azure network security groups and threat monitoring. It also commits Icertis to notify the Subscriber of any breach resulting in loss or unauthorized disclosure of Subscriber Data, under a documented incident process. Section 6.1 bars sale of personal data and its combination with other sources, while section 5.2 permits use of Subscriber Data to develop and improve the SaaS. A List of Standard Sub-Processors, in a version dated June 2023, is published on the foundation page.
AI Liability and Recourse
What the vendor stands behind contractually when its output is wrong. Indemnities, caps, carve outs, insurance, and whether any of it is published or only reachable through a negotiated agreement.
Section 10.1 of the Services Agreement, version 1.2 of 22 July 2026, gives an indemnity for intellectual property infringement. A second indemnity covers unauthorized disclosure or misuse of customer data resulting from a breach of the data use or security obligations. Section 10.2 sets out exclusions, and the mitigation remedies include a pro rata refund. Section 11 caps each party at twelve months' fees and raises the cap to three times that for breaches of the security, confidentiality and compliance sections. Gross negligence, willful misconduct, fraud and the indemnities sit outside any cap. Section 9.2 warrants material conformity, with a remedy of repair or refund. The Supplemental Terms state that AI output is provided as is and that Agiloft has no liability for any damages arising from use of output. Neither document mentions insurance.
Section 9.1 of the agreement gives a defense and indemnity for third party intellectual property claims, for claims by Icertis subcontractors or personnel, and for gross negligence causing injury or property damage. It states an exclusion for Subscriber Data. Section 10.1 excludes consequential loss, and section 10.2 caps each party at the amounts Icertis received in the preceding twelve months. Section 8.2 warrants noninfringement, professional performance and material conformity to the documentation, with a correction remedy and a termination right. Section 10.4 commits Icertis to carry commercial general liability cover of $1 million per occurrence and $2 million in aggregate. It adds technology errors and omissions cover including cyber liability of $5 million, umbrella cover of $5 million and employer's liability. The cover comes from a carrier rated A minus, runs for the term and one year after, and a certificate is available on request. The agreement gives AI output no separate warranty. An AI Acceptable Use Policy sits on the foundation page as an addendum to the agreement.
Practice Systems Integration Depth
How deeply the product reaches into the systems legal work already lives in: document management such as iManage and NetDocuments, Word and Outlook, contract lifecycle management, matter management, e-billing, and court filing systems.
The Integration Hub is an embedded integration platform powered by Workato. Agiloft states that the hub connects its platform to hundreds of other systems through connectors and recipes. Public help documentation sits on the Agiloft wiki, and the Services Agreement addresses Third Party Services. The pages describing the hub cover its depth in general terms and do not say what a firm must configure or which systems sync in which direction. Agiloft also publishes an integrations page.
Icertis publishes a Native Integrations page with prebuilt adapters for SAP, Microsoft, Salesforce, Workday, Adobe Sign and DocuSign, each described by what it moves. The SAP Ariba adapter syncs procurement contracts, line items and suppliers, and the SAP S/4HANA adapter brings buy side supplier master data into the platform. For ERP and finance, adapters for Microsoft Dynamics 365 Finance and Operations and for Workday Financials sync procurement contracts, suppliers and financial data. The Salesforce CRM and CPQ adapter creates contracts from accounts, opportunities and quotes, with two way sync of deal and pricing data, and a Dynamics 365 Sales adapter keeps contract and sales data in step. The Adobe Sign and DocuSign adapters return signed agreements and audit trails to the platform. Microsoft Teams, Microsoft 365 for the web and Outlook connections cover collaboration, and SAM.gov and federal clause adapters serve public sector work. Licensed public APIs and connections to OpenAI, Claude, Microsoft Copilot and SAP Joule agents round out the list. The page does not describe setup or what an administrator configures, and it names no document management or identity connector. The platform runs on Microsoft Azure, with Microsoft as a strategic partner, and its named competitors include SAP Ariba and DocuSign CLM.
Deployment Model and Data Residency
Where the software runs and where the data sits. Multi tenant cloud, single tenant, private deployment, on premises, and whether region of residence is a published option or an enterprise conversation.
The Services Agreement defines the core platform as available on a single tenant basis, meaning a dedicated cloud environment for one customer, or on a multitenant basis. The order selects between them. An EU Data Act addendum exists for EU customers. The published terms state no region list, hosting provider or processing location for the AI providers. Agiloft also publishes a security page and a trust portal.
Exhibit B of the SaaS Subscription and Services Agreement states that the platform is hosted on Microsoft Azure and that the Subscriber may select the Azure data center at the outset of the subscription. Production backups sit on geo replicated Azure storage. Exhibit A-2 distinguishes single tenant subscribers, who schedule their own upgrades and receive wider version support, from multitenant subscribers on the automatic upgrade calendar, so both tenancy models are offered. A FedRAMP government community cloud is listed separately. The agreement does not say where model inference runs.
Security Certifications and Trust Center
Independent attestation a buyer can pull without a sales call: SOC 2, ISO 27001, penetration test summaries, a trust center with current reports and named scope rather than a badge image.
Section 5.2 of the Services Agreement states that Agiloft has completed audits by an independent auditor of the design and effectiveness of its security controls. Customers may obtain the reports through the trust portal at trustportal.agiloft.com, where they are treated as confidential information. The agreement does not name the audit standard, the auditor or the coverage period, or say whether a prospect can obtain a report without asking.
Exhibit B of the SaaS Subscription and Services Agreement states that Icertis is ISO 27001, ISO 27017 and ISO 27018 certified, holds SOC 2 Type 1 and Type 2 certifications and complies with ITAR. It manages risk under the ISO 27001 framework, commissions regular third party vulnerability assessments and penetration testing, encrypts data at rest with AES-256 and supports customer managed keys in Azure Key Vault. The agreement names no auditor, coverage period or self serve route to the reports. Icertis links a Trust Center from its site.
Model Supply Chain Disclosure
Which models sit underneath, whose they are, where they run, and whether the vendor commits to telling customers when that changes. A legal buyer inherits every dependency it cannot see.
The Supplemental Terms name Microsoft Azure OpenAI Service as the provider behind certain AI Applications. They disclose that Microsoft temporarily stores input and output for abuse monitoring, with human review of flagged content. The incorporated acceptable use policies are Microsoft's, OpenAI's and AWS's, which identifies the set of providers. AI service providers are defined as those on the published subprocessor list, and section 16.2 commits to emailed notice of changes to that list. The terms name no model and state no inference location.
Icertis names Microsoft as a strategic partner and Azure as its platform, and a Microsoft published customer story records Icertis monitoring Azure OpenAI deployments, which places Azure OpenAI in the stack. Its integrations page lists interoperability with OpenAI, Claude (Anthropic), Microsoft Copilot and SAP Joule agents. Neither source says which models power the Copilots, the contract intelligence engine or Vera, or which model serves which task. The agreement and product pages do not say where models run or commit to notifying customers when the model supply chain changes. A List of Standard Sub-Processors, dated June 2023, sits on the foundation page.
Commercial Transparency
Whether a buyer can learn what this costs without entering a sales process: published rates, the unit being charged, what sits behind an enterprise tier, and what implementation adds.
The Services Agreement prices by order, with use limits by type and number of users and prorated increases during the term. Additional services are priced separately, payment terms are thirty days, and the customer chooses a single tenant or multitenant platform. The agreement states no price figure. Agiloft also links a pricing page from its site navigation.
Icertis publishes no pricing page, rate, unit of charge or tier structure. Every commercial path on its site ends in a demo or contact request, and there is no free trial or self serve entry point. No third party pricing figure is published either.
Firm and Practice Coverage
Who the product is actually built for. AmLaw, midlaw, small firm and solo, in house departments, government and courts, and which practice areas are supported rather than merely claimed.
Solution pages address legal and procurement functions and seven industries, and the product is sold to enterprises. The platform is offered single tenant or multitenant, with an EU addendum. The Services Agreement bars use for high risk activities. Agiloft's pages name no contract type or practice area as unsupported and describe no law firm use.
Icertis sells to large enterprises, says 30 percent of the Fortune 100 are customers across more than 90 countries and multiple languages, and covers buy side and sell side agreements rather than one direction. The vendor's own research publishes industry breakouts for public sector, healthcare and life sciences, and banking and insurance, among others. Functional coverage spans legal, procurement, sales, finance and HR. Icertis does not say which organization sizes, contract types or practice areas the platform is not built for. Third party reviews say small and most mid market businesses will find it more platform than they need.
The 12 legal signals, side by side
Recorded rather than graded. These are the questions a practitioner has to answer before a tool touches a client matter, and the answers are taken from public material only.
Client Data in Training
Can material a lawyer puts into this product be used to train a model?
Training on customer data happens only if the customer affirmatively enables it, and the switch is written consent under the agreement. Section 2.3 of the Services Agreement and section 1 of the Supplemental Terms provide that customer data is not used to train AI Applications or AI Models without the customer's explicit prior written consent. Section 4.3 provides that Agiloft does not use customer data to develop or improve the services without the same consent. Usage data, defined to exclude the contents of customer data, may be used to improve the AI Applications.
Section 5.2 of the SaaS Subscription and Services Agreement licenses Icertis to use Subscriber Data to provide the SaaS. It also lets Icertis use Subscriber Data to maintain, develop and improve the SaaS, including creating industry relevant analysis, provided the data is not shared with third parties and the Subscriber stays anonymous. Subscriber Data is defined to include the output of processing. The clause does not name model training. An Artificial Intelligence Acceptable Use Policy is listed on the foundation page as an addendum to the agreement.
Prompt and Output Retention
How long does the product keep what a lawyer typed, and can that be set to zero?
Section 14.3 of the Services Agreement deletes all customer data, which includes input and output, within thirty days of termination unless law requires longer. Section 4.2 allows export at any time during the term. The Supplemental Terms disclose that Microsoft temporarily stores AI input and output for debugging and abuse monitoring. The terms set no shorter or configurable window for prompts and outputs during the term, and the customer cannot change the published period.
Under section 4.5 of the agreement, Icertis returns Subscriber Data on written request in its then current format at no fee. It may destroy the data if no request arrives within five days of termination. Subscriber Data includes the output of processing. The agreement sets no shorter or configurable window for AI prompts and outputs during the term.
Ethical Walls and Matter Segregation
Does retrieval respect the firm’s ethical walls, or can the model read across them?
The Services Agreement sets out separation at the tenant level. It defines single tenant as a dedicated cloud environment for one customer and multitenant as an environment that may be shared, with the choice made in the order. Section 2.2 confines Agiloft's use of customer data to providing the services. The agreement does not describe matter level or department level walls within a customer's instance, or how the AI Applications respect user permissions. Agiloft also publishes a security page.
Exhibit B of the agreement describes the product's own permission model. It sets out strict role based access control, with authorization implemented through the platform's own features, identity provider authentication, and audit logs capturing every user action with date and time. Section 2.4 makes the Subscriber responsible for determining access privileges, and single tenant deployment is available. The agreement does not describe how the Vera agents respect those permissions across a contract portfolio.
Third Party Request and Subpoena Notice
If someone subpoenas the vendor for a firm’s data, does the firm hear about it first?
Section 7.3 of the Services Agreement permits disclosure of confidential information, which includes customer data, to the extent required by law. Where legally permitted, the receiving party must give the disclosing party prompt notice of the compelled disclosure and reasonable assistance should it wish to contest it. Section 5.1 refers to the same clause for compelled access to customer data. Agiloft publishes no transparency report.
Section 7.2 of the agreement permits disclosure of confidential information as required by law, regulation or court order. Unless legally prohibited, the receiving party must give the disclosing party prompt written notice before the disclosure and reasonable assistance in limiting it or obtaining a protective order. Confidential information is defined broadly, and Exhibit B states that Subscriber data is treated as confidential. Icertis publishes no transparency report.
Primary Law Corpus Provenance
Where does the law in this product come from, and does the vendor have the right to use it?
The product is not built on a legal corpus. ConvoAI answers questions about the customer's own contracts with links to the source passage, AI Trainer learns from the customer's own documents, and generative redlining works from the customer's approved clause language. Agiloft's news releases and terms name no primary law source, license or update cadence.
Icertis identifies no primary law corpus, and the product does not appear to hold one. Retrieval runs against the customer's own contract repository, templates and clause library, so the source material is the customer's own agreements and its provenance is theirs. The product pages and research library name no vendor supplied legal corpus, license basis or update cadence, which reflects a product built on the customer's own contracts.
Good Law Verification
Does the product tell you when the authority it just cited has been overruled?
The product does not retrieve or cite primary law. Its output is contract answers, redlines and extracted data, and its published materials do not address checking authority for subsequent history.
Icertis is a contract lifecycle platform grounded in the customer's own agreements, with no case law research feature, so a citator falls outside its design. Its product pages and research library say nothing about whether authority carries a treatment signal or whether the product tracks subsequent history, and they name no commercial citator license.
Refusal and Uncertainty Behavior
What does the product do when the answer is not in the corpus?
ConvoAI Document Q&A links each answer to the supporting passage so the user can verify it in the source, which the vendor markets as white box AI. The product documents how a user checks an answer rather than what the model does when it cannot answer. Neither the February 2025 release nor the terms state an abstention path or confidence signal for questions with no supporting passage. The terms require independent checking of every output.
The product pages and research library do not describe what Icertis does when it cannot ground an answer, and mention no explicit no answer path or confidence signal shown to the user. The boundaries the vendor describes are limits a customer sets on what an agent may do. They are a permission concept, not a statement of what the system does when it does not know.
Fabricated Citation Record
Does a public court record exist addressing fabricated or hallucinated legal citations in output from this product?
The AI Hallucination Cases database maintained by Damien Charlotin tracks decisions worldwide where a court addressed hallucinated AI content, and records the tool implicated where known. It records no court order, opinion or disciplinary record naming Agiloft, ConvoAI or Astra. Published reports of court findings on AI errors do not name them either. Agiloft is a contract platform that cites no legal authority, so its output does not ordinarily reach a court filing.
The AI Hallucination Cases database maintained by Damien Charlotin, which tracks court decisions worldwide involving AI generated hallucinated content and records the AI tool implicated where it is known, records no court order, opinion or disciplinary record naming Icertis. Published 2026 sanctions summaries and secondary sanctions trackers do not name it either. Icertis is a contract lifecycle platform with no case law research feature, so its output is very unlikely to reach a court filing as cited authority.
Bar Guidance Alignment
Has the vendor engaged in public with the ethics opinions its buyers are bound by?
Section 9.3(b) of the Services Agreement addresses the line between tooling and legal advice, and the Supplemental Terms incorporate the AI providers' acceptable use policies. Neither the terms nor Agiloft's news releases name an ethics opinion, bar rule or professional responsibility framework, or any bar or regulator guidance on lawyers' use of AI.
Icertis publishes substantial annual research on AI adoption and trust in contracting, including the State of Contracting reports, and that research surveys practitioner sentiment. Neither the research library nor the blog, the news index or the product pages engages with a named ethics opinion or bar guidance, including ABA Formal Opinion 512 and state bar guidance. None of it addresses the professional responsibility rules that bind the vendor's legal buyers.
Billing and Fee Posture
Does the vendor address what happens to the bill when the work takes an hour instead of six?
The product is sold to legal and procurement teams inside companies, which bill no client, so it sits outside a lawyer to client fee relationship. Agiloft frames its savings in cycle time and negotiation loops rather than fees. Its materials do not address how AI assisted work is recorded or disclosed on a bill, and no law firm is a named buyer segment.
Icertis frames its material around business outcomes rather than hours, such as growing revenue, controlling costs, reducing risk and ensuring compliance, and it claims faster drafting and more precise execution. Its product pages and research library describe no per matter record of work done with AI for fee purposes and give no guidance on billing, fees or client disclosure. The buyer is a corporate legal, procurement or finance function rather than a firm billing a client by the hour, so the savings are enterprise cost rather than billable time.
Outside Counsel Guideline Readiness
Can a firm get this vendor through a client’s AI clause without a bespoke negotiation?
Agiloft publishes a current subprocessor list, and the Services Agreement defines AI service providers as the third party AI providers listed on it at a stated URL. The agreement commits to emailed notice of updates. The Supplemental Terms name Microsoft Azure OpenAI Service, disclose its content handling, and incorporate the Microsoft, OpenAI and AWS policies. The DPA is published. Together the terms give a firm material it could show a client.
Icertis publishes a subprocessor list on its foundation page alongside the agreement, a Data Protection Addendum with standard contractual clauses, EU Data Act terms and an AI Acceptable Use Policy. The list on that page is dated June 2023.
Court Disclosure Support
If a judge’s standing order requires an AI disclosure, can the product produce one?
ConvoAI's source linked answers let a user verify each answer inside the product. Agiloft's news releases and terms do not describe exporting a record of the model used, sources and human verification for a court, or certifying AI assisted work. The product produces no work product meant for court.
Icertis tracks obligations and approvals per contract, and third party reviews refer to standardized workflows and access controls, so a workflow trail plausibly exists. The product pages and research library describe no export that covers the model used, the sources retrieved and human verification together. Icertis names no model behind its features, so such a record could not state the model used. It is a contracting platform rather than a litigation product, so a judicial AI disclosure order is unlikely to reach its output.
The questions both sides leave open
Derived from the records above rather than written, so it cannot favor either vendor. Take these into both conversations and ask each side the same question.
- Primary Law Corpus Provenance
- Good Law Verification
- Bar Guidance Alignment
- Court Disclosure Support
Which one fits
Choose Agiloft if
- You want customer data off limits for development. Agiloft's agreement bars training any model on customer data without explicit prior written consent. It also bars using that data to develop or improve the service without that consent.
- You want answers you can check against the contract. ConvoAI Document Q&A links each answer to the supporting passage and opens the highlighted text. Generative redlining works from your approved clause language.
- You need the advice line in writing. Section 9.3(b) of Agiloft's Services Agreement states that Agiloft is not an attorney or law firm. It gives no advice on legal rights, remedies or strategies.
Choose Icertis if
- You need to choose the hosting location. Icertis lets the subscriber select its Azure data center at the outset and supports customer managed keys in Azure Key Vault. It offers single tenant hosting and lists a FedRAMP government cloud.
- You want insurance behind the vendor. Icertis commits to general liability, umbrella and technology errors and omissions cover, the last at $5 million including cyber liability. The cover runs for the term and one year after.
- You want outside evidence of customer satisfaction. Icertis was a 2025 Gartner Peer Insights Customers' Choice for contract lifecycle management, with 93 percent of 84 reviewers recommending it. It claims 30 percent of the Fortune 100 as customers.
In summary
Agiloft
Agiloft runs enterprise contract lifecycle management for legal and procurement teams, from creation and negotiation through approval and signature to obligation tracking, on a single tenant or multi tenant basis. Its AI tools include AI Trainer for training models on a customer's own documents without code, and ConvoAI Document Q&A for answers linked to source text. An integration hub built on Workato connects other systems. According to the AI Legal Index, Agiloft's published agreement protects customer data closely. Customer data trains no model and improves nothing without explicit written consent, and it is deleted within thirty days of termination unless the law requires longer. Microsoft Azure OpenAI is named as an AI subprocessor.
Icertis
Icertis Contract Intelligence is a contract lifecycle platform for large enterprises, run on Microsoft Azure. It covers authoring, negotiation, execution and obligation management for buy side and sell side agreements. Its AI spans Copilots, an extraction engine for clauses and risk, and the Vera agents introduced in 2026. According to the AI Legal Index, the substance sits in Icertis's published SaaS Subscription and Services Agreement. The subscriber chooses its Azure data center, single tenant hosting is offered, and liability is capped at a year of fees. Named insurance cover backs the contract. The agreement also lets Icertis use customer data to improve the service, provided the customer stays anonymous and nothing is shared with third parties. Icertis does not say which models power its own AI features, and no price is published.
Questions buyers ask
Agiloft vs Icertis: which CLM is better for large enterprises?
Icertis gives hosting choice, a FedRAMP option, named insurance and a platform it says is used for buy side and sell side contracting in more than 90 countries. Agiloft gives tight contractual limits on how customer data is used, answers linked to source passages and a named model provider. Both publish their customer agreements. From the AI Legal Index, based on each vendor's own published materials as of October 8, 2026. No vendor pays for placement.
Do Agiloft and Icertis use customer data to train AI?
Agiloft's agreement requires explicit prior written consent before customer data trains any model or improves the service. Icertis's agreement lets it use customer data, including output, to maintain and improve the service, provided the customer stays anonymous and nothing is shared with third parties. It does not name model training. Agiloft's terms name Microsoft Azure OpenAI, and Icertis's agreement names no model provider. From the AI Legal Index, based on each vendor's own published materials as of October 8, 2026. No vendor pays for placement.
What liability terms do Agiloft and Icertis publish?
Both cap each party at a year of fees and indemnify intellectual property claims. Agiloft triples the cap for security, confidentiality and compliance breaches and indemnifies misuse of customer data. Icertis commits to named insurance, including $5 million of technology errors and omissions cover. Agiloft supplies AI output as is, and Icertis gives it no separate warranty. From the AI Legal Index, based on each vendor's own published materials as of October 8, 2026. No vendor pays for placement.
How long do Agiloft and Icertis keep data after the contract ends?
Agiloft deletes customer data within thirty days of termination unless the law requires longer, and allows export at any time during the term. Icertis returns data on written request at no fee, and may destroy it if no request arrives within five days of termination. From the AI Legal Index, based on each vendor's own published materials as of October 8, 2026. No vendor pays for placement.
What do Agiloft and Icertis both leave unpublished?
Neither publishes an accuracy or hallucination measure or a model version. Neither agreement addresses attorney client privilege. Neither engages with bar guidance such as ABA Formal Opinion 512, though procurement teams use both alongside lawyers. Icertis publishes no price, and Agiloft's agreement states none, though Agiloft links a pricing page from its site. From the AI Legal Index, based on each vendor's own published materials as of October 8, 2026. No vendor pays for placement.
Neither vendor paid for inclusion, placement or a grade, and neither reviewed this page before it published. Everything on it comes from public material on the dates shown. How the index grades.
Section 5.2 of Icertis's agreement permits use of customer data, including output, to maintain, develop and improve the service, provided the customer stays anonymous and nothing is shared with third parties. It does not mention training. An AI Acceptable Use Policy and a June 2023 subprocessor list sit beside Icertis's agreement, and it links a Trust Center from its site. Agiloft's Supplemental Terms supply AI output as is, with no liability for its use, and Icertis gives AI output no separate warranty. Agiloft links a pricing page, a trust portal and customer stories from its own site. Neither vendor reviewed this page.