Concord
by Concord · Contract Lifecycle Management
AI-native contract lifecycle management platform for drafting, negotiating and e-signing contracts.
- Works with
- Salesforce, HubSpot, NetSuite / QuickBooks / other ERP-accounting systems
- Deployment
- Cloud
- Pricing
- Tiered subscription (annual billing)
Overview
Concord is a contract lifecycle management (CLM) platform that covers the full contract process from intake and drafting through negotiation, e-signature, storage and renewal tracking. It positions itself for a "post-legal" workflow model where business teams (sales, procurement, HR, finance, operations) self-serve routine contracts from legal-approved templates while legal focuses on higher-risk agreements.
The platform includes AI-powered contract review that extracts parties, dates, values, obligations and key terms from uploaded documents, plus automated risk flagging and edit recommendations. Collaboration tools include mobile redlining, version control, comments and built-in e-signature. A centralized, searchable repository and reporting dashboards give visibility into contract volumes, cycle times, renewal exposure and portfolio risk.
Concord connects to CRM systems (Salesforce, HubSpot) to auto-generate contracts from deal or contact records, to cloud storage (Dropbox, Box, Google Drive) for document sync, and to thousands of other business applications via Zapier, webhooks and an open API. It does not appear to offer native, pre-built connectors to specific ERP or accounting systems (e.g., NetSuite, QuickBooks, SAP) — connectivity to those systems is done via Zapier or the open API/webhooks rather than a certified prebuilt integration.
Screenshots & demo
Demo video from the vendor's YouTube channel.
Features & capabilities
Contract Drafting & Templates
Standardized, legal-approved templates for self-service contract creation.
- Legal-approved contract templates
- Self-service intake for business teams
- Automated document generation from CRM records
- Clause library
Negotiation & Collaboration
Tools for redlining and negotiating contracts across teams.
- Mobile redlining
- Version control
- In-document comments
- Real-time collaborative editing
AI Contract Review
AI extraction and risk analysis of contract terms.
- AI extraction of parties, dates, values and obligations
- Automated risk flagging
- AI-recommended edits
- Support for analyzing any uploaded document format
E-Signature & Execution
Built-in signing to close out the contract lifecycle.
- Unlimited e-signatures
- Signature audit trail
- Multi-party signing workflows
Repository & Search
Centralized storage and retrieval of executed and in-progress contracts.
- Centralized searchable contract repository
- Bulk upload of legacy contracts (.zip)
- Automated cloud storage export/backup (Dropbox, Box, Google Drive)
Alerts, Reporting & Workflows
Deadline tracking, executive reporting and configurable approval routing.
- Automated renewal and deadline alerts
- Executive reporting on volume, cycle time and risk
- Configurable, unlimited approval workflows
- Custom workflow routing (higher tiers)
Integrations & Extensibility
Connectivity into CRM, storage and other business systems.
- Native Salesforce integration (listed on Salesforce AppExchange)
- Native HubSpot integration
- Zapier connectivity to 5,000+ apps
- Open API and webhooks
- SSO (SAML 2.0, LDAP, Azure AD)
Common use cases
- Letting sales reps generate and send sales contracts directly from Salesforce or HubSpot deal records
- Giving procurement and HR self-service access to legal-approved contract templates
- Using AI extraction to build a searchable inventory of obligations and key terms across a legacy contract backlog (via bulk .zip upload)
- Automating renewal and deadline alerts to prevent contracts from silently auto-renewing
- Negotiating and redlining vendor or customer contracts collaboratively with version history
- Producing executive reports on contract cycle time, volume and renewal exposure
- Routing contracts through configurable, multi-step approval workflows before signature
Strengths & considerations
Strengths
- AI-native positioning aimed at letting business teams self-serve routine contracts while legal focuses on high-risk agreements
- Native CRM integrations with both Salesforce (AppExchange-listed) and HubSpot for generating contracts directly from deal records
- Broad no-code extensibility via Zapier (5,000+ apps), open API and webhooks rather than a narrow set of prebuilt connectors
ERP integrations
Listed on Salesforce AppExchange; auto-generates and syncs contracts from deal/contact records
Auto-fills contracts with HubSpot deal data; listed in the HubSpot App Marketplace
No native prebuilt connector found; connectivity available via Zapier's 5,000+ app catalog or Concord's open API
Pricing
Three tiers: Essentials ($499/mo), Business ($899/mo), Enterprise ($1,299/mo), each including 5 users with additional users priced per seat ($49-$89/mo depending on tier). Higher tiers add custom workflows, deeper integrations and advanced admin controls. Get an independent shortlist with pricing guidance below.
Technical & security
- Hosting
- SaaS (multi-tenant)
Alternatives to Concord in Contract Lifecycle Management
Concord — frequently asked questions
Does Concord integrate with Salesforce or an ERP system?
Concord has a native, AppExchange-listed integration with Salesforce (and HubSpot) that generates and syncs contracts from CRM records. For ERP and accounting systems such as NetSuite or QuickBooks, Concord does not publish a certified prebuilt connector; connectivity is available through Zapier's 5,000+ app catalog, webhooks, or Concord's open API.
How much does Concord cost?
Concord is sold on three annual-billing tiers: Essentials at $499/month, Business at $899/month, and Enterprise at $1,299/month, each including 5 users with additional users billed per seat.
What does Concord's AI actually do?
Concord's AI extracts parties, dates, values, obligations and other key terms from uploaded contracts, flags risks, and recommends edits, reducing manual contract review.
Who is Concord designed for?
Concord targets legal, procurement, sales, finance, HR, operations and IT teams, with a self-service model that lets business users create and manage routine contracts from legal-approved templates.
Evaluating Contract Lifecycle Management?
Tell us your ERP and requirements and we'll send an independent shortlist — including Concord and the best-fit alternatives — with honest pros and cons.