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IntelAgree

IntelAgree describes itself as AI native since 2017, with extraction and metadata as the foundation and workflow built on top. The AI story page traces that history: models trained on contracts from SEC EDGAR filings in 2017, AutoML for customer trained extraction in 2018, contract classification for migrations in 2019, generative redlining against playbooks in 2021, contract question answering and risk scoring in 2022, configurable risk scores, approval gates and authority limits in 2025, and an agent with a prompt library in 2026.

Saige Assist, the generative layer, runs in the app and inside Microsoft Word. The platform also delivers conventional CLM functions that would run without the models: templates, approval routing, eSignature, a repository, obligation tracking, renewals and integrations. Saige Assist is sold in levels, with comparison and summaries in every plan and the higher levels added as the customer chooses.

Saige Assist grounds its output in the customer's own material and shows where it came from. Every suggested edit traces to the customer's approved positions and clause library, a redline log records the clause source, and Saige Assist: Agent answers questions from the customer's contracts with a citation to the exact clause. The worked example on the Saige page shows a proposed liability clause pulled from the approved library with the edit tracked in Word.

Answers draw on the customer's playbooks, precedent and approval rules rather than the open web. No accuracy figure, error rate, test set or evaluation is published for extraction, redlining, risk scoring or answers. The only figures near accuracy describe audit coverage: 100 percent audit traceability across AI assisted actions, on the legal solution page.

IntelAgree publishes what the AI does alone and where a person decides. Saige Assist proposes language and legal accepts, edits or rejects each change, with every edit tracked in Word and tied to the playbook. On the legal solution page, Saige classifies each counterparty redline by intent and risk, accepts it automatically only within thresholds the customer has set, and sends material changes for human approval, with the reason and authority recorded.

Approval gates hold a contract before signature when chosen terms appear, and authority limits route each approval to the person empowered to sign, synced from systems such as Workday. Saige Assist: Agent, an early release, asks for confirmation at every action. Risk scores use attributes, weights and bands the customer configures. IntelAgree's security FAQ adds that humans keep approval rights at every gate. Nothing published says what happens after an automatically accepted redline is found to be wrong.

IntelAgree publishes more than 25 named customer stories. Headlines include Emmes cutting drafting time by nearly 85 percent, Everon saving 20 hours a week, Central Maine Healthcare saving $30,000 a year with eSignatures, Olsson reviewing routine contracts in about 15 minutes, Pebble Beach finalizing a contract in 9 minutes, GQR cutting a three day offer turnaround to seconds, Employbridge standardizing contracting across more than 300 branches, Enlyte making more than 10,000 contracts searchable and Spartan Race going live in 35 days.

The home page quotes Eleanor Daugherty of MultiPlan and Casey Ralston of Command Alkon. The legal page states an annual renewal rate above 95 percent across enterprise customers. The story titles do not give deployment dates or say how the figures were measured, and most outcomes concern workflow and eSignature rather than the AI features.

IntelAgree's published Terms of Service treat customer data as Confidential Information, to be used only for the purposes of the agreement and protected from third parties (section 7). The Data Protection Agreement treats personal data as the customer's confidential information and limits access to personnel who need it, and its security annex describes a separate SQL Azure database for each subscriber. The privacy policy, effective 21 July 2025, says the generative AI features do not share customer data with AI models accessible to third parties or the public.

On the other side, the terms grant a perpetual license to customer data once aggregated and anonymized into Resultant Data, which IntelAgree owns and may publish, and Saige Assist is described as trained on the customer's playbooks and decision history. Privilege and work product are not addressed.

IntelAgree's terms, privacy policy, trust center and product pages contain no statement on the line between the product and legal advice and no reference to lawyers' professional duties. The product is sold to procurement, sales, finance and business leaders as well as legal, and one Saige Assist level is named Contract Advice. The agent answers questions such as how to approach a renewal from the customer's own precedent, and Saige drafts redlines that favor the customer's side.

The positions published are about control rather than advice: Saige proposes and legal approves, the expert stays in the loop, and approvals run through gates and authority limits the customer sets.

IntelAgree publishes a governance framework it calls governed AI, centered on how a customer controls the AI: thresholds for automatic acceptance, approval gates, authority limits, configurable risk scores whose attribute weights and bands the customer sets, and an audit log of every user action and AI recommendation that exports to a SIEM. On its own side, it describes building training data from labeled SEC EDGAR contracts so it owns that data, and James Parks, its Chief Data Scientist, speaks publicly for its approach to where AI agents should and should not be used.

No release testing process, test results or accountable owner for model behavior is published, and nothing addresses whether output differs across contract types, industries or languages.

IntelAgree's trust center describes TLS 1.2 on every connection, SQL Transparent Data Encryption at rest, 256 bit AES file storage that is FIPS 140-2 compliant, secrets in Microsoft Key Vault, single sign on with SAML and OIDC, SCIM provisioning, role based access with custom roles, multifactor authentication on by default, an audit log of every action exportable to a SIEM, and point in time backups every 5 to 10 minutes with layered retention up to 10 years.

The Data Protection Agreement commits to breach notice by email without undue delay, return and destruction of personal data within 30 days of a request or termination, a subprocessor list in its Annex III with notice of changes and 15 days to object, and a separate database per subscriber. The HIPAA agreement requires breach reports within five business days.

The Terms of Service published on IntelAgree's site are effective 17 December 2018 and name the provider as CoLabs, the company's earlier name, in square brackets. They provide the services as is and disclaim all implied warranties. The customer indemnifies the provider for its data and use of the services, and the terms contain no indemnity from the provider. Liability is capped at fees paid in the 12 months before the event, and the provider excludes liability for lost data and breaches of data or system security along with indirect damages.

Florida law governs, with courts in Tampa. Nothing addresses loss from an AI redline, extraction or risk score that is wrong, and no insurance is published. Enterprise customers sign order forms whose terms are not published.

IntelAgree documents each integration on its own page with what it does, the data flow, governance notes and evaluator questions. The Salesforce connector is native and two way: a rep starts a contract from an opportunity, counterparty and deal data fill in automatically, Saige Assist extracts terms and flags risk, and status and the signed contract mirror back to the Salesforce record, with Salesforce roles honored.

Workday is a certified integration that connects contracts to supplier, vendor and worker data and can supply authority limits. Bullhorn contracts start from Company, Placement and Candidate records. Microsoft Dynamics 365, DocuSign, Adobe Acrobat Sign, HubSpot and Google Drive have their own connectors, Saige redlines inside Microsoft Word, and IntelAgree works in Outlook and Teams. Workato recipes reach more than 1,200 apps, and an open REST API with webhooks logs every sync event. No law firm document management system is listed.

IntelAgree runs on Microsoft Azure and is listed on Microsoft Marketplace. The security annex to its Data Protection Agreement places all customer data in Azure's US East data center with active geo replication to US West, and provides a separate SQL Azure database for each subscriber, with an IP restricting firewall and Key Vault keys per subscription. For customers in the European Economic Area, transfers to the United States run under the Standard Contractual Clauses and the UK Addendum, with Portugal chosen for governing law and courts.

No storage region outside the United States, private deployment or on premises option is published, and nothing states where AI processing runs as distinct from storage.

IntelAgree's trust center states a SOC 2 Type II examination by an independent third party each year against the Trust Services Criteria, with the full report available under NDA through a request form. The security annex to its Data Protection Agreement adds an annual HIPAA Type 1 audit by a third party. HIPAA and GDPR compliance are stated, with a published business associate agreement and data protection agreement.

The auditor, report period and scope are not named on the public pages, no ISO certification is listed, and the report is released on request rather than downloaded directly.

IntelAgree describes its AI as its own: extraction models trained in house since 2017 on labeled contracts from SEC EDGAR filings, AutoML that lets customers train extraction for their own attributes, and Saige Assist as a contract specific generative layer with its own ontology and feedback loop rather than a generic model. The privacy policy, effective 21 July 2025, says the generative features do not share customer data with AI models accessible to third parties or the public.

The subprocessor list in the Data Protection Agreement names Microsoft Azure for hosting and ABBYY for optical character recognition and names no model provider. Which foundation models sit under the generative features, and whether any is licensed from a third party, is not stated, and there is no commitment to notify customers of a model change.

IntelAgree publishes no prices; its pricing path is a demo request and an ROI calculator. The package structure for the AI is published. Saige Assist comes in five nested levels, each including everything below it: Basic, with side by side comparison, summaries and help, in every plan; Chat, across a contract and up to 20 related agreements; Negotiation, with playbook redlining in Word; Data Extraction, with markup and bulk markup; and Risk Management, with risk scoring.

IntelAgree presents this as paying only for capability a customer is ready to use. The 2018 Terms of Service set a one year initial term that renews month to month unless notice is given. Implementation is led by a dedicated team with a named account team, and its cost is not stated.

IntelAgree has solution pages for legal, procurement, sales and revenue operations, finance, administrators and business leaders, and industry pages for construction, financial services, healthcare, hospitality, insurance, manufacturing, retail, software, staffing, technology and transportation and logistics. It is built for both buying and selling contracts, with role specific views for procurement and revenue teams on one platform, and its healthcare offering includes a business associate agreement.

Named customers range from staffing firms and health plans to construction, engineering and sports and leisure companies. Nothing published sets a minimum size, names contract types or languages the AI does not handle, or describes law firm use.