What is Pactly?

If you have ever lost track of a renewal date, spent an afternoon hunting for “that one clause,” struggled to find the final signed version of an agreement, or wondered whether a contract someone sent you is safe to sign, those are the problems Pactly is built to solve.

Pactly gives your organization a single source of truth for every contract: what you have signed, what is coming up for renewal, where any agreement lives, and exactly where each one stands right now. It is used by reviewers, contract admins and legal ops, procurement and business teams, approvers, and workspace admins, and the cards below route each of those jobs to the right place.

The problem Pactly solves

Contract work is painful for most teams in the same handful of ways:

Scattered storage. Contracts live in email, shared drives, desktops, and a tracking spreadsheet that is always slightly out of date. Finding the right version takes time you do not have.
Lost context between rounds. A negotiation stretches over weeks. When the other side finally replies, you re-read email threads and document comments just to remember what was discussed.
Inconsistent review. Different people apply different standards, so critical risks slip through while minor issues get escalated.
Knowledge that walks out the door. When an experienced reviewer leaves, their negotiation know-how leaves with them.

Pactly centralizes everything. Each contract carries its own timeline, so you regain context in minutes. Shared playbooks apply consistent standards, AI-assisted review accelerates the work, and your standards stay with the organization instead of in one person’s head.

How Pactly works

Pactly has two surfaces, and which one you use depends on whether you are managing contracts or reviewing a document someone sent you.

The web app, at app.pactly.ai, is your contract command center: where you store and find agreements, start new ones, route them for approval and signature, and report across the portfolio. After you sign in, Pactly takes you to the screen that fits your role. Most people land on the Contracts repository, the list of every agreement your organization has. There is no separate dashboard or setup wizard, so you start from the contract list and work from there.

The Pactly Word Plugin is where you review paper someone sent you. It opens as a panel beside the document in Microsoft Word, runs a playbook review against your standards, and lets you insert pre-approved language without leaving Word. (Assist is the plugin’s AI chat, for asking questions about the document.)

Where to go next

Pick the job you came to do. Each card hands you off to the section that covers it in full.

Review a contract someone sent me Redline a counterparty NDA or third-party paper in Word: run a playbook review, insert approved fallbacks, and re-review the next round. Find or track a contract we already have The repository: find any contract by reference number, check its status, reassign owners, and download the executed file. Start or request a new contract Raise a request through an intake form to generate a draft. The form fills the merge fields in a template so the right document comes out the other end. Approve or sign off on something Find your pending approvals, confirm or reject a request, and understand what triggered the approval email and who else is on it. Set up our account and users Add users, assign roles and groups, configure Microsoft sign-in (SSO), lock your domain, and brand your emails. Set up our standards and approved language Capture your red lines as a playbook of positions and fallbacks, the house rules the AI checks every contract against. Your Pactly contact can also build these from your standards. Pull data or report across contracts Export to Excel and read turnaround and volume reports in the Reports dashboard, or extract terms across your portfolio in Projects.

One rule of thumb keeps the two creation paths straight: when a contract comes to you, a playbook helps you review it; when you start a contract yourself, a template helps you generate it.

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