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Icertis

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.