Manage your agreements securely

Generate, track, and organize legal documents directly within your workspace.

U

Undesk Team

20 Jan 2027

Watch Contracts in action

Coming soon (2:45)

About This Feature

The Contracts feature ensures you never lose track of an agreement or NDA again. It acts as a centralized list for all your legal agreements, allowing you to associate documents directly with specific clients and track their status from "Draft" all the way to "Signed".

What You Can Do

Create records for new contracts and agreements.

Link a contract directly to a Client profile for easy retrieval.

Update the status of a contract (e.g., Draft, Pending Signature, Executed).

Keep your legal documentation strictly organized and accessible.

Requirements

Contracts must be associated with a valid Client record.

Best utilized in conjunction with the eSign feature for digital execution.

Accessible only to authorized team members.

Frequently asked questions

Everything you need to know about how this feature works.

Currently, the feature tracks contracts you create or upload. Native templating is a planned enhancement.