Contract management is super easy with our Klevr Contracts app integrated with Dynamics 365, but what happens when you also add Microsoft Copilot to the mix?
In a recent webinar, we explored how Microsoft Copilot could further enhance productivity and help organisations stay on top of their contractual obligations — without ever leaving the Klevr Contracts interface. If you manage contracts across different teams and stakeholders, here’s how Copilot can streamline your workflows, save time, and ultimately keep your contracts in check.
Copilot made it easier to search and instantly access key contract data in Klevr Contracts
The beauty of Copilot lies in its ability to pull up contract information without requiring users to navigate through the system. Instead of spending time searching for specific records, you can simply ask Copilot a question and it will retrieve the necessary data for you.
For example, in the demo, the presenter used Copilot to find details about a fictional organisation in the system. With a simple prompt, Copilot provided an overview of the organisation’s contract and associated milestones in seconds. Instead of navigating to different screens, this information was accessible with just a query—allowing the user to continue working without interruption.
This instant retrieval feature isn’t limited to basic details. Copilot can pull specific milestones, due dates, and contract status—all without leaving your current workflow. It’s like having a personal assistant for your contracts, ensuring you’re always in the loop.
Simplifying contract milestone tracking with Copilot
Managing multiple contracts often involves keeping track of countless milestones, deliverables, and timelines. With Copilot, checking the status of these milestones becomes effortless. In the demo, the presenter used Copilot to instantly retrieve information about the milestones associated with a specific contract. Copilot pulled up three key milestones, including the program setup plan and resource acquisition completion, along with their respective due dates.
This feature is particularly useful when you need a quick overview of how work is progressing across various contracts. No more clicking through different pages or pulling up spreadsheets—Copilot gathers everything in one place, so you can make informed decisions fast.
Navigating contract lifecycles is easier with Klevr Contracts + Copilot
Contracts go through multiple stages, from drafting to approval and renewal. Traditionally, managing these stages could involve a lot of back-and-forth emails, document exchanges, and manual tracking. Copilot changes that by giving you the tools to easily manage these transitions. In Klevr Contracts, business process flows outline each stage of a contract’s lifecycle, ensuring that all critical information is captured at the right time.
With Copilot integrated directly into Klevr Contracts, you can ask for a specific stage update, and it will fetch all related information for you. For instance, you might be looking to check whether a contract is nearing its renewal. Instead of diving into contract details, a quick prompt to Copilot will instantly give you that information, keeping your workflow uninterrupted and efficient.
Copilot can make contract related correspondence easier with timeline summaries
One of the standout features highlighted in the webinar was how Copilot summarises contract-related correspondence in timelines. Each contract in Klevr Contracts has a timeline that logs key communications, such as emails, phone calls, and meetings. This can become overwhelming for teams that manage large volumes of contracts. Instead of sifting through extensive logs, Copilot provides a timeline summary, giving you an instant snapshot of critical updates.
For instance, in the demo, Copilot summarised communications around the final walkthrough of a contract, highlighting when revised data protection clauses were sent and what updates were awaiting approval. This means everyone involved in the contract can quickly catch up on the most important discussions, without having to dig through pages of notes.
Tailor contract approvals are quick to set up and track in real-time
Approvals are a critical part of the contract lifecycle, and Copilot helps streamline this process as well. Our Contract Management solution, Klevr Contracts, allows users to configure specific approval workflows based on contract amounts, departments, or other criteria. Once approvals are requested, Copilot can notify the relevant stakeholders and track approval status. During the demo, a quick refresh showed how the approval request was updated in real-time after the user clicked “Approve.”
This kind of automated approval management means less manual intervention and fewer delays in contract finalisation. It’s particularly helpful for organisations dealing with large, complex contracts, where multiple sign-offs may be required.
Contract management application with seamless integration with Microsoft Dynamics 365
Although the primary focus is on Copilot’s abilities in this post, it’s worth mentioning that Klevr Contracts is built entirely on the Microsoft Dynamics 365 environment. This means that everything from managing contract documents to financial transactions is smoothly integrated within your broader CRM or ERP ecosystem. Whether you’re working with Business Central or Finance & Operations, Copilot and Klevr Contracts allow you to pull data and complete tasks without leaving the Dynamics platform.
AI-Driven contract management is already here.
Having AI tools like Copilot embedded within your contract management systems can be a game-changer. From retrieving real-time contract information to ensuring milestones are on track, Copilot empowers users to manage contracts with far more efficiency than traditional methods.
If you’re managing complex contract lifecycles, milestones, or financials, the combination of Klevr Contracts and Copilot provides a powerful, integrated solution that brings the future of contract management to your fingertips.
If you’re interested in seeing how Copilot and Klevr Contracts can transform your contract management processes, check out the full demo below or get in touch with us for a personalised walkthrough.