Three entry points.
One structured contract file.
CARIZMA is built around a structured contract file containing all contract-related documents,
metadata, activities and communications. Contract files can be created through self-service workflows,
directly from Word, or by registering existing contracts and documents.
Step 1: Three Entry Points
Different business processes require different entry points.
Self-Service
Business users create standard contracts through guided self-service workflows.
Create in Word
Legal and contract teams can review and register contracts directly from Word using the CARIZMA Add-In.
Upload and Register
Existing contracts and external documents can be uploaded and registered directly in CARIZMA.
Step 2: Structured Contract File
All key information is stored in one structured contract file - the foundation for the entire contract lifecycle.
The contract file stores all related documents, versions, approvals and communications in one structured workspace.
- Metadata, terms and obligations
- Contract documents
and attachments - Tracking timeline and status steps
- Version control and audit trail
- Structured folders and communications
- Linked contracts and
amendments
Predefined tracking steps guide users through the contract process and document statuses, comments and follow-up activities.
Step 3: Collaborative Internal Review
Review and edit contracts in one shared workspace.
The contract manager controls the review process and decides who needs to be involved.
The contract manager determines who to involve -
based on business rules and organizational requirements
Step 4: Formal Approval and eSignature
Approval workflows and required signatories are determined based on business rules.
Approval workflow based on business rules
Required approvals (as needed)
eSignature (DocuSign / FP Sign or Adobe Sign)
Fully executed contract file
Once eSignature is completed, CARIZMA automatically up-dates the execution step and sets the contract status to active.
Step 5: Post-Signature Management
Manage obligations, deadlines, renewals and amendments after signature.
Obligations and tasks
Track deadlines and responsibilities
Alerts and reminders
Stay on top of renewals and commitments
Reporting and dashboards
Insights for better decisions
Amendments and versions
Keep everything up to date and in context
Central repository
All contract files and data in one secure place