What is Pactly?

Pactly helps organizations manage contracts more efficiently. If you’ve ever lost track of a renewal date, spent hours searching for “that one clause,” struggled to find the final signed version of an agreement, or wondered if a contract you received is actually safe to sign, Pactly solves those problems.

At its core, Pactly gives your organization a single source of truth for all your contracts, so you always know what you’ve signed, what’s coming up for renewal, and where to find any agreement.

Contract work is painful for most organizations:

• Context switching kills productivity: A single negotiation can stretch over weeks or months. In between rounds, you handle other work. When the counterparty finally responds, you have to re-read email threads, dig through document comments, and piece together what happened. That ramp-up time adds up, and it happens every round.

• Scattered storage: Contracts live in email, shared drives, desktops, and filing cabinets. Finding the right version takes time you don’t have.

• Inconsistent review: Different people apply different standards. Critical risks slip through while minor issues get escalated.

• Slow turnaround: Manual review is slow. Counterparties wait. Deals stall.

• Lost knowledge: When experienced team members leave, their negotiation knowledge leaves with them.

Pactly addresses these by centralizing everything. Each contract has a timeline showing the full history, so you can get up to speed in minutes instead of hours. Add consistent standards through playbooks, AI-powered review to accelerate the work, and documented knowledge that stays with the organization.

Pactly has two main interfaces:

This is your contract command center at app.pactly.ai. Use it to:

• Store and organize contracts. All your agreements in one searchable repository.

• Create contracts from templates. Fill in the blanks and generate professional agreements.

• Set up playbooks. Define your organization’s negotiation standards.

• Build your clause library. Pre-approved language your team can reuse.

• Route contracts for approval. Automated workflows with audit trails.

• Send for signature. Native e-signature built in, plus integrations with DocuSign and Adobe Sign.

Our standalone contract review product, Pactly Assist, is delivered via a Microsoft Word add-in. When someone sends you a contract, you open it in Word and use Pactly Assist to:

• Run a playbook review. The AI reads the contract, compares it to your standards, and flags issues.

• Get clause-by-clause guidance. Each issue comes with context, including what’s wrong, why it matters, and what to propose instead.

• Insert approved clauses. Pull from your clause library without leaving Word.

• Ask questions. Use AI chat to understand unfamiliar terms or get drafting help.

Pactly Assist is available as a standalone product for teams focused on contract review.

If you’re on a Pactly CLM plan, the Word add-in includes everything in Pactly Assist plus features that connect to your contract lifecycle:

• Finalize negotiation rounds. Mark a round complete and capture the document state.

• Create new rounds. Start a new round when the counterparty returns their markup.

• Document comparison. See diffs between rounds to understand what changed.

These round management features feed into Pactly’s timeline, so anyone can see the full negotiation history and quickly get context on where things stand. CLM plans include Pactly Assist by default.

A playbook captures your organization’s negotiation standards. It contains positions, which are rules for specific topics like liability caps, indemnification, or governing law. When you run a playbook review, the AI checks the contract against each position and tells you where it falls short.

Example: Your playbook might say “Liability should be capped at 12 months of fees.” If the contract has unlimited liability, the AI flags it and suggests alternative language.

See What is a Playbook? for more detail.

Your clause library contains pre-approved language for common contract provisions. Instead of copying from old contracts or asking colleagues, you search the library and insert exactly what you need.

Templates are for contracts you initiate (your paper). Fill in variables like party names, dates, and deal terms. Pactly generates the document.

• Legal teams. Review third-party contracts, maintain negotiation standards, reduce review time.

• Business teams. Create agreements from templates, track contract status, manage renewals.

• Procurement. Handle vendor agreements with consistent standards.

• Sales. Generate customer contracts quickly, track signature status.

• Administrators. Set up playbooks, templates, and workflows for the organization.

Choose your path based on what you need to do:

I need to review a contract someone sent me: → Quick Start: Reviewing Contracts in Word

I need to create a contract from a template: → Quick Start: Creating Contracts

I’m setting up Pactly for my organization: → Administrator Setup Guide