Icertis vs Workday Contract Lifecycle Management: how they compare in 2026
Icertis was founded in 2009, and Workday's contract product is Evisort, which Workday acquired in 2024. Both now sell enterprise contract platforms to legal, procurement and finance teams, and they publish opposite halves of the picture. Icertis publishes its contract. Its agreement sets a cap of a year of fees, an intellectual property indemnity and named insurance. It also offers a choice of Azure data center, single tenant hosting and a FedRAMP cloud. The same agreement lets Icertis use customer data to improve the service, provided the customer stays anonymous and nothing is shared with third parties. Workday's product pages lead to no agreement and say nothing on training, retention or liability. Workday publishes assurance for the AI instead. An accredited ISO 42001 certification and a NIST AI Risk Management Framework attestation cover ground Icertis's agreement does not, and a SOC 3 report naming the product is public. Workday also links Ask AI answers to sources, lists the roughly 30 terms its extraction finds, and names integrations from Salesforce to SharePoint. Neither says which outside models power its own AI features, and neither publishes a price.
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.
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.
Workday calls the platform AI native, and the Evisort product it grew from was built around AI. What Workday sells today is a full contract lifecycle platform, from intake and approval routing to signature and the repository. Those workflow and repository functions do not need generative AI and would still work without the models. The models drive OCR and AI ingestion, pretrained and custom extraction, AI redlining against a playbook and the Ask AI layer.
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.
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.
Ask AI answers include links to the source documents, and extraction ties each term to the contract it came from. Workday says it improves prompt language for custom models so users need no prompt engineering skill. It also says applying multiple models to each task maximizes accuracy. It publishes no accuracy figure, hallucination rate, test set, evaluation method or independent benchmark.
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.
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.
The platform includes agentic AI and automates routing and approval. AI redlining suggests targeted edits rather than applying them. Advanced administration offers custom roles and access settings, which govern who uses the product rather than what it decides alone. The product pages do not say what the agentic components run unaided, and they set no threshold at which a workflow stops or passes to a person. They describe no review step a lawyer must clear.
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.
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.
Workday's quantified claims for the product carry a footnote saying they rest on select customer stories and on average results from Workday Contract Intelligence. A named practitioner at Harbor Global gives an attributed endorsement. The product pages pair no named customer with figures and a date, and carry no case study with measured results. Four customer names from before the acquisition, among them Microsoft and McKesson, appear only in older Evisort material.
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.
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.
The product pages cite responsible AI safeguards backed by ISO 42001, 27001 and 27701. ISO 27701 is a privacy information management standard, and the pages give no other privacy position. Workday also offers access controls by role. The pages do not say how customers or matters are kept apart or how attorney client privilege and work product are treated. They also leave training and retention unaddressed. The repository is meant to hold every executed agreement across legal, HR, finance and M and A.
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.
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.
The datasheet says contract data should be open to teams across the business. It describes Ask AI as letting users across the enterprise ask questions and act with confidence on the answers, so people outside legal are meant to act on the analysis. The datasheet and product pages take no position on legal advice as against tooling, on competence or supervision duties, or on limits by jurisdiction.
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.
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.
The platform holds an accredited ISO/IEC 42001 certification, achieved as Evisort in October 2024 and carried forward under Workday, with Schellman as the certifying body. Workday's compliance page also carries a NIST AI Risk Management Framework attestation. That attestation covers the design, development, use and evaluation of AI products rather than the management system alone. Workday publishes no results of testing before release and names no owner for model governance. It discloses nothing on 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 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.
Workday describes its stewardship practice for the company as a whole rather than for the contract products. It screens subprocessors as a standing practice, encrypts database and transaction log backups, and uses TLS to protect network traffic against eavesdropping and tampering. Workday's cloud security and privacy certifications support these practices. Backups are retained for a period that Workday says varies by system, with no figure given. That material names no subprocessors and sets no retention period or deletion control for contracts, prompts and Ask AI outputs. It describes no breach notification practice.
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 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.
Workday's datasheet, its product overview pages in three regional editions and its newsroom are product marketing, and none of them says who bears the loss when output is wrong. They state no indemnity, liability cap, carve out, warranty on output or insurance position. None of them links to a customer 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.
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.
Signature runs through Docusign or Adobe Sign, revenue data through Salesforce, and storage through Box, SharePoint and shared drives. Drafting runs in Microsoft Word 365. Workday cites an API and productized integrations, with self service configuration and enterprise administration controls. The platform aims to sync across existing repositories rather than require migration into a new one. The named integrations include no legal document management connector such as iManage or NetDocuments. The product pages offer no integrations index and do not document, for each integration, what moves in which direction or what an administrator sets up.
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.
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.
Workday's security documentation describes the platform as a multitenant SaaS application in which multiple customers share one physical instance of the service. It also describes recovery point objectives. Workday names no hosting regions for this product and offers no residency choice for it. It does not say where processing happens as distinct from storage, or which regional infrastructure serves the contract products. Workday runs regional site editions, but none states a residency option.
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.
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.
A SOC 3 report for Workday Contract Intelligence and Contract Lifecycle Management is public. It gives an auditor's conclusion on this product without an agreement or access request. The TRUSTe Enterprise Privacy and Data Privacy Governance Practices Certification names the contract product in scope, with TRUSTe as third party verification agent under the Data Privacy Framework. That certification is benchmarked against five frameworks, among them the OECD Privacy Guidelines and GDPR. For Workday as a whole, ISO 27001, 27017 and 27018 certificates, SOC 1 and SOC 2 reports and an EU Cloud Code of Conduct adherence report are published. The SOC 2 covers any Workday system holding customer data. An independent third party audits it every year, and the report is open to customers and prospects. Workday does not name the auditing firm for the SOC reports.
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.
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.
Workday runs a proprietary large language model fine tuned for contracts. An orchestration layer applies multiple large language models to particular tasks, combining traditional, generative and agentic techniques. Workday owns one model layer and calls on others. Its product material does not identify those external models or their providers, or say where they run. It makes no commitment to tell customers when the supply chain changes.
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.
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.
Workday publishes no price, rate, unit of charge or tier structure for the contract products, and the product pages link to no pricing page. Every commercial path ends in a contact or demo request. Third party analysis describes pricing as quote based under Workday's enterprise model, with no public price list or free trial. It says contract volume, users, modules, integrations and any bundling with other Workday products drive the price. The same analysis says the product is now negotiated as part of the wider Workday platform rather than bought on its own, so it cannot be priced standalone.
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.
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.
Workday names nine business functions as users, among them legal, procurement and finance, and the buyers are corporate teams. The product covers the contract lifecycle from intake to storage. Workday publishes its full extraction schema, roughly 30 standard terms from assignment and change of control to liability cap and termination for convenience. Custom models handle any other term. Workday states no organization size the platform is not built for and no industry focus. Beyond the ingestion layer recognizing contract languages, it gives no jurisdiction or language coverage.
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?
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.
The product pages and datasheet do not say whether customer content may be used to train models. The ISO 42001 certification shows that an AI management system exists, not what its training position is.
Prompt and Output Retention
How long does the product keep what a lawyer typed, and can that be set to zero?
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.
The platform is a system of record that syncs continuously with existing repositories. The product pages do not say how long contracts, prompts, Ask AI conversations or generated outputs are kept. They also do not say whether a customer controls the retention window or can delete material.
Ethical Walls and Matter Segregation
Does retrieval respect the firm’s ethical walls, or can the model read across them?
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.
The datasheet says advanced administration allows custom user roles and access controls for enterprise provisioning and security. It describes no roles or scoping rules and does not say how the controls are enforced. Nor does it say whether Ask AI and repository lookups respect those controls for each user at query time. The product is built to open contract data across business functions. No document management integration supplies permissions for it to inherit.
Third Party Request and Subpoena Notice
If someone subpoenas the vendor for a firm’s data, does the firm hear about it first?
Section 7.2 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.
The product pages carry no commitment to notify a customer of a government or law enforcement request for its data, and link to no transparency report. They also link to no customer agreement or data processing agreement, which is where such a clause would sit.
Primary Law Corpus Provenance
Where does the law in this product come from, and does the vendor have the right to use it?
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.
The product holds no primary law collection. Retrieval runs against the customer's own contracts, synced from shared drives, cloud repositories and enterprise systems, so their provenance is the customer's. Third party material from before the acquisition described the proprietary contract model as trained on a collection of public contracts and legal documents. Workday's current material gives no scale, source or license basis for that training set.
Good Law Verification
Does the product tell you when the authority it just cited has been overruled?
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.
The product works on the customer's own agreements and has no case law research feature. Workday describes no treatment signal or check of later history and names no citator license. Governing law is captured as an extracted term. That term identifies the law that applies to a contract, not whether any authority is still good law.
Refusal and Uncertainty Behavior
What does the product do when the answer is not in the corpus?
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.
Workday says Ask AI returns clear, reasoned answers with source links. It does not describe what Ask AI does when the contracts do not support an answer, and the product shows the user no path to decline and no confidence signal. A text quality field among the extracted terms flags poor scans rather than low confidence in an answer.
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, 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.
The AI Hallucination Cases database maintained by Damien Charlotin tracks court decisions worldwide involving hallucinated AI content and records the tool implicated where known. It records no court order, opinion or disciplinary record naming Workday's contract products or their Evisort predecessor. Published 2026 sanctions summaries and secondary trackers do not name them either.
Bar Guidance Alignment
Has the vendor engaged in public with the ethics opinions its buyers are bound by?
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.
The product pages do not engage bar or ethics guidance, including ABA Formal Opinion 512 and state bar guidance. Workday frames its responsible AI material around its ISO 42001 certification. That certification governs Workday's own AI management system, not the professional duties of the lawyers among its users.
Billing and Fee Posture
Does the vendor address what happens to the bill when the work takes an hour instead of six?
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.
Workday claims dramatically faster contract turnaround at lower cost, with quantified results footnoted to select customer stories. The buyers are in house and business teams that do not bill clients by the hour, so the savings are enterprise cost rather than billable time. The product pages describe no per matter record of AI assisted work for fee purposes and give no guidance on billing or client disclosure.
Outside Counsel Guideline Readiness
Can a firm get this vendor through a client’s AI clause without a bespoke negotiation?
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.
Workday publishes its ISO certifications, including the accredited AI certification with Schellman as the certifying body. The product pages carry no subprocessor list, no statement of which model providers see customer content, no data processing agreement and no client consent and notification pack.
Court Disclosure Support
If a judge’s standing order requires an AI disclosure, can the product produce one?
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.
Ask AI answers link to their sources, extraction ties each term back to its agreement, and workflow automation logs routing and approvals for each contract. Together they let a reader trace what was relied on. No export per document brings together the model used, the sources retrieved and human verification. Several unnamed models work on each task, so the product could not state the model used in any case.
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.
- Commercial Transparency
- Primary Law Corpus Provenance
- Good Law Verification
- Refusal and Uncertainty Behavior
- Bar Guidance Alignment
Which one fits
Choose Icertis if
- You need contract terms you can read before signing. Icertis publishes its SaaS Subscription and Services Agreement, with a cap of a year of fees and an intellectual property indemnity. It also commits to notice before a compelled disclosure, where the law allows.
- You need hosting choices. Icertis lets the subscriber choose its Azure data center at the outset, and single tenant subscribers set their own upgrade schedule. A FedRAMP government cloud is listed.
- You want insurance behind the platform. Icertis commits to $5 million of technology errors and omissions and cyber cover, $5 million of umbrella cover and general liability insurance. All of it comes from an A minus rated carrier.
Choose Workday Contract Lifecycle Management if
- You need the AI governance independently certified. Workday holds an accredited ISO 42001 certification, first achieved as Evisort in October 2024. It also posts a NIST AI Risk Management Framework attestation on its compliance page.
- You want AI answers traced to their source. Ask AI answers link to the source documents, and extraction ties each term to its contract. The pretrained list of roughly 30 terms is published in full.
- Your contracts live across Box, SharePoint and Salesforce. Workday names integrations with Box and SharePoint for storage, Salesforce for revenue data and Microsoft Word for drafting. Signing runs through Docusign or Adobe Sign, and an API is offered.
In summary
Icertis
Icertis, founded in 2009 and based in Bellevue, Washington, sells Icertis Contract Intelligence, an enterprise platform for buy side and sell side agreements with risk and analytics on top. It runs on Microsoft Azure, and its AI includes Copilots, clause and obligation extraction and the Vera agents. According to the AI Legal Index, Icertis's firm commitments are in its published SaaS Subscription and Services Agreement. They include a data center the subscriber chooses, a single tenant option, a cap of a year of fees and an intellectual property indemnity, backed by named insurance. The agreement also lets Icertis use customer data to improve the service, provided the customer stays anonymous and nothing is shared with third parties. It does not say which models power its own AI features, and no price is published.
Workday Contract Lifecycle Management
Workday Contract Lifecycle Management is the contract product Workday sells from its 2024 purchase of Evisort, alongside Workday Contract Intelligence. It handles intake, drafting, AI redlining, negotiation, approvals, signature and a single repository. Its ingestion reads poor scans and handwriting, and an Ask AI layer answers questions with links to source documents. According to the AI Legal Index, Workday's case rests on assurance for the AI. It holds an accredited ISO 42001 certification, posts a NIST AI Risk Management Framework attestation on its compliance page, and a SOC 3 report naming the product is public. The roughly 30 standard terms its extraction covers are published. No customer agreement, training position, retention period or price appears on its product pages.
Questions buyers ask
Icertis vs Workday CLM: which is better for enterprise contract management?
Icertis publishes hosting choice, a FedRAMP option and liability and insurance terms before you buy. Workday publishes certified AI governance, public audit evidence and answers linked to sources, and third party analysis says it is usually negotiated as part of the wider Workday platform. Neither publishes a price. From the AI Legal Index, based on each vendor's own published materials as of October 8, 2026. No vendor pays for placement.
Do Icertis and Workday CLM use customer contracts to train AI?
Icertis's published agreement allows it to use 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 name model training. Workday's product pages do not address training at all, and they lead to no customer agreement that might settle it. From the AI Legal Index, based on each vendor's own published materials as of October 8, 2026. No vendor pays for placement.
Where are Icertis and Workday CLM hosted?
Icertis runs on Microsoft Azure, with the data center chosen by the subscriber, single tenant and multi tenant hosting, and a FedRAMP government cloud. Workday describes its platform as a multitenant service in which customers share one physical instance, and names no region or residency choice. From the AI Legal Index, based on each vendor's own published materials as of October 8, 2026. No vendor pays for placement.
What AI certifications do Icertis and Workday CLM hold?
Workday holds an accredited ISO 42001 certification for AI management and posts a NIST AI Risk Management Framework attestation, alongside a public SOC 3 report naming the product. Icertis's agreement states ISO 27001, 27017 and 27018 and SOC 2 Type 1 and Type 2, and names no certification specific to AI. Icertis also links a Trust Center 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.
What do Icertis and Workday CLM both leave unpublished?
Neither publishes an accuracy or hallucination rate, or says which outside models power its own AI features. Neither addresses attorney client privilege in its agreement or product pages. Neither says where its AI stops short of legal advice, though both open contract analysis to procurement, finance and other business teams. 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.
Workday's product pages lead to no customer agreement or data processing agreement, so its liability, retention and training terms are not public. Section 5.2 of Icertis's agreement permits use of customer data to improve the service, provided the customer stays anonymous and nothing is shared with third parties, without mentioning training. Icertis publishes an AI Acceptable Use Policy and a subprocessor list beside its agreement, and links a Trust Center from its site. Workday's certification and stewardship material covers Workday as a whole as well as this product. Neither vendor reviewed this page.