ContractPilot

Deployment

FROM PROBLEM TO SOLUTION

SOUND FAMILIAR?

Where should the system run? Where should files live?

The application, database and document store involve different placement decisions. Access and operational responsibilities also need clarity.

You have to piece the details together to see the full picture.

HERE IS HOW CONTRACTPILOT HELPS

Choose an environment that fits your operation.

Explore data hosting options, customer-managed storage and the operational requirements of optional capabilities.

WHAT THIS MEANS FOR YOUR WORK

Deliberate data placement with agreed operational responsibilities.

ServiceStorageYour environment

Explore how it works

DATA LOCATION AND AVAILABILITY

Choose an environment that fits your operations.

Your own document storage and a complete own-server deployment are different options. This breakdown shows where each type of data is kept.

Provider environment

Application, business data and documents hosted by the provider.

Your document storage

Files on your supported storage; metadata and extracted text in the application database.

Complete own-server deployment

Application, database and documents on your infrastructure, with operator-led setup.

The application also processes files on your own storage. External AI and DocuSign may involve separate data transfers; enabling and authorising them is a separate decision.

What is available, and what is still planned?

Documented functionality

Contracts, partners, documents, case files, versioned sequential approvals, sales, proposals and customer decisions, document review, clause rules, process analytics and application issue reporting, Gantt, customer service, SLA, the portal, work-log review and transfer to performance. Itemised procurement, project work and time tracking, NAV partner data, document movements, account allocation and connected reports.

Requires setup or authorisation

OCR, AI, own storage, own server, NAV, Számlázz.hu, DocuSign, Microsoft 365 and Gmail. External connections may require your own account, provider authorisation and onboarding checks.

Further development

Google Drive and SharePoint/OneDrive storage, qualified signatures and NETLOCK, self-service Stripe subscriptions, Gmail instant notifications and multiple shared service mailboxes, complete service allowance/overage billing and AI reply suggestions for customer service. Project capacity and cost planning, draggable Kanban, partial orders and deliveries, line-level invoice matching and web file restoration.

EXPLORE WITH US

See how ContractPilot can support your work.

Not using ContractPilot yet? Explore the system in a guided demonstration and discuss how it could fit your organisation’s processes.

Request a demo