Take Control of Your Contracts with Shareflex Contract Management Software
Centralized contract management with Shareflex and Microsoft 365: organize contracts, track deadlines reliably, and simplify your processes.
Contract Management Software for Microsoft 365 for Centralized, Traceable Contracts
Contracts are the foundation of your business, but in practice, they're often scattered across network drives, email inboxes, and paper files. Ownership is unclear, versions are hard to track, and deadlines slip through the cracks. Shareflex Contract Management brings order to the chaos. Built on your existing Microsoft 365 environment, it consolidates every contract into a central, digital contract file — giving everyone involved instant access to the same, up-to-date information.
Clear views, filters, and dashboards let you manage contracts by business partner, contract type, term, or status. Find critical documents in seconds, collaborate across departments without switching systems, and keep every change fully traceable. The result: less time spent searching, lower risk, and full transparency for procurement, sales, management, and legal.
Contract Management Software for Structured Review and Approval Processes
Many companies still run contract processes through email chains, spreadsheets, or paper-based approvals. That costs time and makes it hard to track a contract's current status reliably.
Shareflex Contract Management digitizes your entire review, approval, and sign-off process — from the first draft to the final signed version. Everyone involved works within clearly defined workflows with transparent accountability.
Templates, automatic version control, and digital signatures are built directly into the process. Every step is documented in an audit-proof way, including approval history and responsibilities. That means less coordination effort, shorter turnaround times, and stronger compliance — even for complex contract structures.
How Shareflex Contract Management Tackles Your Challenges
Shareflex Contract Management: AI-Powered Insights into Your Contracts
Shareflex Contract Management is built on Microsoft 365 and extends the platform with capabilities for structured contract management and analysis. That means you get a specialized solution for contract processes within the environment you already use every day. AI-powered features help you automatically classify contracts, find relevant content faster, and uncover connections across your portfolio — so you catch deadlines, risks, and opportunities much earlier.
Contract data is structured through metadata, making it easy to analyze. You can break down your contract portfolio by business partner, contract type, or term — staying on top of even large volumes. Dashboards deliver the transparency and insight you need for strategic decisions.
Features—What's Under the Hood
Centralized Contract File with an Intuitive Interface
All contracts, documents, emails, and notes live together in a digital contract file in Microsoft 365 and SharePoint. Clear structures and role-based views make onboarding easy and cut training time.
Automated Deadline and Task Management with Reminders
Deadlines, renewals, and milestones are managed centrally. Automatic reminders keep you informed in time via email, Outlook, or Microsoft Teams.
Digital Workflows for Review, Approval, and Sign-Off
Configurable workflows manage review and approval processes across every stakeholder. Status indicators always show where a contract stands and who's currently responsible.
Digital Signatures Built Directly into the Process
Shareflex Contract Management connects with popular eSignature solutions. Send contracts for digital signature straight from the contract file and archive them in a legally compliant way, with full traceability of the signing chain.
Audit-Proof Archiving and Clear Compliance Structures
All contract documents are stored with full versioning, every change is logged, and retention periods are enforced automatically — making audits far easier to prepare for.
Seamless Integration with Microsoft 365, Outlook, and Teams
Assign contracts directly from Outlook, work with them in Microsoft Teams, and manage them in SharePoint. You stay in the environment you already know, with no need to switch between systems.
Dashboards and Reporting for Contract Management and Controlling
Reports on contract volume, terms, deadlines, ownership, and risk support management and controlling. Custom dashboards deliver the KPIs you need for informed decisions.
AI-Powered Search, Classification, and Contract Analysis
Artificial intelligence helps analyze and categorize contracts automatically. Relevant metadata is detected on its own, so you find content faster and assess risk across your contract portfolio more accurately.
Flexible Interfaces to ERP, CRM, and Third-Party Systems
Standardized interfaces connect ERP systems like SAP or Microsoft Dynamics, CRM solutions, and other applications. Master data, purchase orders, and invoices are linked directly to your contracts.
Digital Deadline Management with Contract Management Software for Less Day-to-Day Risk
Deadlines are one of the most critical points in any contract lifecycle management process. Missed terminations, automatic renewals, or missing escalations quickly lead to unnecessary costs and risk. Shareflex Contract Management builds deadline management directly into your digital contract file. Terms, options, and milestones are captured in a structured way and monitored centrally.
View upcoming deadlines by owner, department, or contract type, and get automatic reminders by email or directly in Microsoft 365. Responsibilities are clearly defined, and manual upkeep is reduced significantly.
The result: reliable planning for budgets, supply, and service contracts — and deadline management becomes a dependable part of your everyday processes.
Fully Integrated with Microsoft 365
Shareflex Contract Management fits seamlessly into your Microsoft 365 environment. You work in the applications you already use every day — SharePoint, Outlook, and Microsoft Teams. Contracts, emails, and documents are linked together, with no need to copy files or switch between systems.
All relevant contract data lives on a single, central platform. Procurement, sales, legal, controlling, and management always work from the same, up-to-date information. Interfaces to ERP, CRM, and third-party systems connect contract data with business partners, purchase orders, and invoices.
The result is integrated contract management that complements your existing IT landscape and scales right along with you.
COSMO CONSULT – Your Partner for Professional Contract Management
Rolling out digital contract management is a change initiative for your entire organization. With COSMO CONSULT, you get a partner who understands contract management, Microsoft 365, and your industry. We're with you from the first idea to a stable, fully running system.
Together, we analyze your existing contract processes, define your goals, and design the right solution architecture. From analysis through implementation to training and support, you get everything from a single source. We integrate Shareflex Contract Management into your system landscape, train your users, and stay by your side after go-live with ongoing support and enhancements. That's how contract management becomes a core building block of your digital strategy.
Current awards
6x Microsoft Solutions Partner
Awarded Microsoft’s highest quality seal in all categories.
Microsoft Dynamics Inner Circle
Ranked among the top 1% of Microsoft partners worldwide every year since 2014.
Top employer
Among the top 0.4% of all employers in Germany.
BARC Study 2026
Leading data and analytics partner: 11× Leader, multiple #1 rankings, and a 100% recommendation rate.
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