Skip to content

QortexOS Entering Public Beta Q3/Q4. 25 Spots Available. 50% off MSRP, for life. Apply ->

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.

Product Image Placeholder

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.

This scenario is modeled to provide a neutral example of the feature set and does not constitute a guarantee of a given result.

What you can do

Available now

FSD2 - New-client auto-onboarding

Alpha

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

Beta

Route contracts that need attorney attention through a tracked legal review step.

Client conversation kits

Production

Ready-made talking points and explanations help account managers walk clients through new or updated contract terms.

Negotiation memory & fallback positions

Alpha

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

Production

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

Coming soon · Q3 2026

Get suggested clauses to add or strengthen for a given client based on their profile, industry, and policy requirements.