Professional Services

Policy Management and Contract Management for Professional Services

Professional Services Teams deal with Policies and Procedures or Contracts on a regular basis.  New Policies and Procedures need to be designed with confidence and proper buy-in from the user community.  Regulated environments may even need to prove team members have acknowledged that they have read and understand a new SOP or perhaps even a customer SOP.  DocTract can provide instant reports about who is in compliance and who is not.

Create, edit and finalize new service agreements, Master Service Agreements or other key contracts in a single location.  DocTract has been designed to minmize the effort needed by employees and contributors, so you can maximize your billable time and minimize the administrative tasks.

All types of process can be improved through DocTract for Professional Services teams, including:

  • Corporate Policies
  • Project Set-Up Procedures
  • Customer SOP Sign-Offs
  • Operational SOPs
  • Master Service Agreements
  • Individual Project Agreements
  • Support Agreements
  • Contractor Contracts

Seven Ways DocTract Improves Professional Services

Contract Templates

Make sure everyone is using the right contract and right version by deploying standard contracts for all of your agreements whether it is a new agreement or a Change Order.  Quickly compare a completed contract to the template to be confident that critical terms have not been changed and review project specific details.

Manage Revisions

Get rid of red-line edit nightmares.  How many times have you had a document that had to be reviewed with comments and tracking changes becomes quickly confusing and out-of-control.  The DocTract unique approach to revisions and feedback manages the process and keeps edits under control.    Try the Free Trial to see for yourself!

Global Search

Find a customer contract fast!  One search can look through every document, every version and every piece of information associated with a document from a single location.  Quickly find exactly what you are looking for with the DocTract dedicated search engine.

Manage contract negotiations

Invite external parties to collaborate on contract negotiations and revisions (coming soon).  Feedback is easily provided and organized to insure you don’t miss a critical comment from your customer.  Even complete document signatures through the DocTract process or use another eSignature solution.

Expiration Reminders

Don’t get caught out of contract.  DocTract can tell you when a contract that needs to be renewed is about to expire.  Renewing contracts can be quickly converted into the new versions reviewed for changes, approved and finalized.

Approval Workflows

Move contracts or Policies and Procedures through the approval process quickly with the dedicated DocTract approval workflow engine.  Quickly view and manage the status of documents in the approval cycle to make sure you finalize your approvals before it is too late.

Employee Compliance

Make sure your team members are up to date with the latest policies and procedures through the DocTract employee compliance capabilities.  Have confidence that everyone is reading and acknowledging that they understand an SOP or policy through electronic verification.  Instantly produce a compliance report for key customers in regulated environments.

Get Contacted

Get contacted for a demonstration

    Policy Management Software - Document collaboration


    Get more details on how the dedicated DocTract capabilities optimize the entire editing process through an advanced feedback tracking process enabling peers, reviewers or even external personnel to collaborate on any type of document.

    Policies and Procedures

    Dive deeper into DocTract Policies and Procedures capabilities from initial version to document deployment.  Or experience DocTract yourself with your own fully functional Starter Account.

    Policy Management Software - Management Dashboard