Seamless contract management that works with your Microsoft ecosystem
KLEVR APPS
Simplify your contract management with Klevr Contracts, a Dynamics 365 add-on solution designed for New Zealand businesses.
Klevr Contracts offers a comprehensive suite of features, including contract management, document management, and financial integration, all in one streamlined platform. No more clunky and costly contract processes. Our specialised add-on for Dynamics 365 eliminates the need for expensive standalone solutions or custom integrations, making contract management straightforward and efficient.
You can find Klevr Contracts readily available through Microsoft AppSource. It seamlessly integrates with a wide range of Microsoft tools, including Business Central, Finance & Operations, Customer Insights CRM, Copilot, Office, Outlook, Power BI, and SharePoint.
The smart contract management solution designed for New Zealand businesses.
Klevr Contracts is the perfect solution for organisations navigating complex agreements in sectors like finance, construction, manufacturing, legal services, and technology. It’s a purpose-built business application designed to handle intricate contractual obligations with precision and efficiency.
Developed by Walkerscott, a certified New Zealand Microsoft Solutions Partner, Klevr Contracts was created in direct consultation with businesses that demand rigorous contract management. We are also a supplier on the NZ Government Marketplace ensuring that Klevr Contracts is also well-suited to meet the unique requirements of government organisations.
Contract Administration
- Unified Contract Hub: Keep all your contracts neatly organized and accessible directly within Dynamics 365.
- Workflow Automation: Automate the entire contract lifecycle, from initial drafting and internal reviews to final approvals.
- Robust Compliance: Confidently meet all regulatory obligations thanks to integrated compliance monitoring and tracking.
- Instant Performance Insights: Leverage Power BI to gain immediate, up-to-the-minute understanding of your contract performance and current status.
- Comprehensive Versioning: Maintain a clear history of every contract change and amendment with automatic version control and detailed audit trails.
Vendor Onboarding Portal
- Self-Service Access: Vendors can easily submit necessary documents and manage their own profiles via a secure online portal.
- Automated Risk Evaluation: Automatically assess and address potential vendor risks as part of the onboarding workflow.
- Seamless Communication: Communicate effortlessly with your vendors using integrated Outlook and Teams functionalities.
- E-Signature Ready: Securely obtain digital signatures to finalise vendor contracts with ease.
- Performance at a Glance: Monitor vendor performance and compliance effectively through intuitive, integrated dashboards.
BENEFITS
Choose a contract management system that benefits from the enterprise-level security provided by the Microsoft Cloud.
Centralised Contract Management
Store all contracts, supporting documentation, and terms and conditions in a single, secure location. This approach reduces inefficiencies and ensures vital information is always easily accessible.
Automate Routine Tasks
Automate routine tasks such as contract renewals, notifications, and approvals. This saves valuable time, minimises the risk of errors, and frees up your staff to concentrate on more strategic, high-value initiatives.
Real-Time Contract Visibility
Gain immediate insight into the status of every contract, enabling more effective management. This ensures that nothing is overlooked and all deadlines are consistently met.
Improved Collaboration and Accessibility
Our cloud-based contract management system provides secure, remote access and fosters seamless collaboration across all departments and with external stakeholders. A dedicated web portal further enhances your ability to work closely with customers, suppliers, or end-users.
Best Practice Compliance
Ensure adherence to industry regulations, especially crucial if you operate in a regulated sector. Strict audit trails and robust version control keep all documents compliant with legal standards and significantly reduce the risk of non-compliance.
Integration with E-Signature Tool
Benefit from seamlessly integrated e-signature functionality, which accelerates contract execution and ensures full legal compliance.
Contract Lifecycle Management
Manage the complete journey of your contracts within a single solution. This ensures all agreements are current, optimally negotiated, properly executed, and renewed punctually.
Enhanced Reporting Capabilities
Generate custom reports and dashboards to empower informed, data-driven decisions about your contracts. Gain valuable insights into both contract performance and compliance.
Document Security and Access Control
Implement advanced security measures, including access controls, single sign-on (SSO), and encryption. These features work together to safeguard sensitive contract information and uphold confidentiality and privacy.
KLEVR CONTRACTS FEATURES
Seamless integration of core applications and processes, delivering a unified, end-to-end solution for managing every stage of the contract lifecycle.
- Seamless Integration: Fully integrated with Microsoft Dynamics 365, Outlook, Excel, and SharePoint for a cohesive experience.
- Robust Document Control: Advanced versioning and document management capabilities to ensure accuracy and compliance.
- Automated Workflows: Customisable workflows that trigger instant actions, driving efficiency across all business processes.
- Data Visualisation: Empower decision-making with real-time data visualisations in Power BI.
- Scalability: Unlimited scaling potential through the Dynamics Cloud Platform, designed for the future of your business.
- Collaborative Tools: Enhance team collaboration with total visibility over contracts, renewals, and activities.
- Security and Compliance: Auditable solutions that meet stringent regulatory and compliance standards.
- Single Source of Truth: Leverages Dynamics Dataverse for consistent and reliable data across all interactions.
- Customisable Features: Tailor solutions to fit your business needs with over 200+ connectors and custom development options.
Approved supplier on NZ Government Marketplace
Walkerscott is an approved supplier of Consultancy and Professional Services and Data & Information Services.
Get in touch
INTEGRATION
Klevr Contracts integrate with familiar platforms, software & apps.
Integration with other third party platforms by request.
Dynamics 365 Finance & Operations
Dynamics 365 Business Central
Dynamics 365 Customer Insights
Xero
Stripe Payment Gateway
Microsoft Copilot
Microsoft Office
Microsoft Outlook
Microsoft SharePoint
Microsoft Power Bi
Security & Compliance
Enterprise-grade security with peace of mind
Klevr apps are built on the same secure foundation as Microsoft Dynamics 365, offering enterprise-grade security to protect your data. With flexible server location options, you can ensure compliance with local regulations, while benefiting from the robust protection of the Microsoft Cloud.
Training & Support
Comprehensive training and local support
Klevr apps implementation comes with tailored training and dedicated support from our internal help desk and local support team. We ensure your team is fully equipped to leverage every feature, providing hands-on guidance and ongoing assistance to keep your operations running smoothly.
Managed Services
Expert managed services for ongoing success
Our managed services extend beyond the initial setup, offering continuous support for your Dynamics 365 environment and Klevr add-on applications. From routine maintenance to complex integrations, our team is here to handle the day-to-day management, allowing your business to focus on what it does best.
Our contract management workflows are designed for simplicity. For instance, imagine initiating a contract renewal – we’ll demonstrate the process.
Initiation and Notification
The system automatically notifies responsible teams as contracts approach expiry, ensuring all parties are pre-warned and can prepare for renewal.
Review & Access Management
Once notified, the team heads to Klevr Contracts to review the agreement. The platform offers easy access to all past versions and related documents, making every detail of the contract transparent and readily available for review or changes.
Collaborative Revisions
Next, the team moves to Microsoft SharePoint for discussions and revisions. This platform tracks all changes and makes them visible to every stakeholder, fostering a collaborative space where all feedback is considered and documented, ensuring accuracy and agreement.
Approval & Compliance
After revisions are complete, the contracts go through a secure approval workflow in Klevr Contracts. This step focuses on ensuring compliance with company policies and legal requirements, guaranteeing all changes meet necessary guidelines.
Renewal and Reporting
Upon approval, the contract is automatically renewed, with all relevant systems instantly updated to reflect the new terms, eliminating manual data entry. A detailed report can then be pulled from Microsoft Power BI, breaking down the process’s effectiveness and results.