Contracts
Create consistent, compliant contracts faster
When a new client appears in your CRM or PSA, the first agreements they need are already drafted and waiting for review. QortexOS assigns the right policy profile, then assembles each contract from your approved templates with the client, pricing, and service details filled in automatically.
When a client pushes back on terms, the proven fallback positions surface alongside the historical acceptance rate each one has earned, so a counter is grounded in what has actually closed before rather than in a guess at the table. Agreements that need attorney attention route through a tracked legal review step, so nothing material reaches a client without the sign-off it requires.

Clause recommendations are derived from the client's profile, their industry, and the policy requirements that govern them, so the terms proposed reflect the rules a given client actually operates under rather than a generic default. Once a packet is out for signature, a live monitor tracks who has viewed, who has signed, and who has stalled on every routed contract, so a stalled signature reads as a visible state instead of a silent delay.
Reference scenario (modeled)
A new client lands in the PSA, the right policy profile generates their draft agreements, legal review signs off, and the packet is tracked through to a signature. The outcome to read is the span it removes: a new client goes from onboarded to executed without a manual drafting cycle. It is directional, not a customer guarantee.
Capabilities
What you can do
Available now
FSD2 - New-client auto-onboarding
When a new client appears in your CRM/PSA, the platform detects them, assigns the right policy profile, and auto-generates a complete set of required contract drafts ready for review.
Read more ->Legal review workflow
Route contracts that need attorney attention through a tracked legal review step.
Client conversation kits
Ready-made talking points and explanations help account managers walk clients through new or updated contract terms.
Negotiation memory & fallback positions
When a client pushes back on terms, the platform surfaces proven fallback clause positions and their historical acceptance rates.
F1SD1 Template assembly with auto-filled variables
Build new contracts from approved templates with client, pricing, and service details pulled in automatically, leaving only the few custom fields for your team to complete.
On the roadmap
Clause recommendations
Get suggested clauses to add or strengthen for a given client based on their profile, industry, and policy requirements.