Icertis API
Icertis is enterprise contract lifecycle management software that helps sophisticated in-house legal teams author, negotiate, approve, execute, and manage obligations for every agreement across the business. It centralizes contracts and key terms, enforces clause and approval playbook
What is Icertis?
Icertis is a leading Contract Lifecycle Management (CLM) platform used by legal, procurement, sales, and finance teams to manage the end-to-end lifecycle of commercial agreements.
Core product areas include:
- Contract Authoring & Negotiation (templates, clause library, playbooks, redlining)
- Workflow & Approvals (policy-driven routing, role/queue assignments, audit)
- Third-Party Paper & AI (ingestion, clause extraction, risk flags, deviation analysis)
- Obligations & Compliance (deliverables, notices, milestones, SLAs)
- Amendments & Renewals (versioning, change tracking, auto-renew logic)
- Repository & Search (metadata, full-text search, reporting)
- Integrations (CRM, ERP, procurement, DMS including iManage)
Common data entities:
- Contracts (MSA, NDA, SOW, Order Form, Amendment, Renewal)
- Counterparties (customers, suppliers, partners, affiliates)
- Clauses & Templates (standard language, playbook rules, fallbacks)
- Documents & Versions (drafts, redlines, executed copies)
- Approval Workflows (steps, assignments, decisions, timestamps)
- Obligations & Milestones (type, due date, owner, status, completion evidence)
- Amendments (linked versions and deltas to terms)
- Users/Roles (legal reviewer, commercial approver, business owner)
- Audit Events (who did what, when, before/after values)
The Icertis Integration Challenge
Legal teams rely on Icertis daily, but turning portal-centric contracting into API-driven automation can be challenging:
- Complex authoring and third‑party paper: Clause extraction, deviation scoring, and fallback selection require consistent handling and auditability
- Multi-step approvals: Policy-based routing across business units and regions needs robust orchestration and permission-aware automation
- Version sprawl: Drafts, redlines, amendments, and executed copies must be correlated to a single contract record with precise lineage
- Obligation tracking: Notice windows, deliverables, and renewals span months to years and demand reliable reminders and status sync
- Authentication & SSO: Enterprise tenants often use SSO/MFA (e.g., Azure AD) with session lifecycles that complicate headless access
- Entitlements & segregation: Role-based visibility, matter security, and regional rules must be respected across teams
- iManage alignment: Document IDs, workspace/matter mapping, and check-in/check-out flows need careful coordination to avoid duplicates
How Supergood Creates Icertis APIs
Supergood reverse-engineers authenticated browser flows and network interactions to deliver a resilient API endpoint layer for your Icertis tenant.
- Handles username/password, SSO/OAuth, and MFA (SMS, email, TOTP) securely
- Maintains session continuity with automated refresh and change detection
- Normalizes contract, clause, approval, obligation, and document schemas for consistent integration
- Aligns with customer entitlements and role-based permissions to ensure compliant access
- Supports high-volume operations (intake, approvals, document sync) with polling or webhooks for long-running tasks (e.g., AI extraction)
Getting Started
- Schedule Integration Assessment
Book a 30-minute session to confirm your modules, licensing, and authentication model.
- Supergood Builds and Validates Your API
We deliver a hardened Icertis adapter tailored to your workflows and entitlements.
- Deploy with Monitoring
Go live with continuous monitoring and automatic adjustments as Icertis evolves.
Use Cases
Matter-Aware Contract Intake for iManage Users
- Create contract requests linked to iManage workspaces and matters - Pull third-party paper from iManage and create Icertis records automatically - Keep executed documents synchronized across both systems with version lineage
Third-Party Paper Review & Clause Deviation Analysis
- Ingest external agreements and run clause extraction and deviation scoring - Flag risky language and propose playbook-compliant fallbacks - Store reviewer notes and redlines while preserving an audit trail
Approval Workflow Synchronization
- Start approvals from your app and assign to the right groups/roles - Mirror approval queues in your case or ticketing system - Publish decisions back to Icertis with rationale and timestamps
Obligations & Renewal Management
- Generate obligations from key terms and assign owners - Deliver reminders and task sync for notice periods and deliverables - Track completion with evidence and update contract status
Unified Repository & Reporting
- Search contracts and clauses by metadata, business unit, and counterparty - Build dashboards for cycle time, deviation rates, and approval SLAs - Export immutable audit logs for governance and compliance
Technical Specifications
Authentication
Username/password with MFA (SMS, email, TOTP) and SSO/OAuth where enabled; supports service accounts or customer-managed credentials
Response format
JSON with consistent resource schemas and pagination across modules
Rate limits
Tuned for enterprise throughput while honoring customer entitlements and usage controls
Session management
Automatic reauth and cookie/session rotation with health checks
Data freshness
Near real-time retrieval of contracts, approvals, clauses, and documents
Security
Encrypted transport, scoped tokens, and audit logging; respects Icertis role-based permissions and matter security
Webhooks
Optional asynchronous delivery for long-running workflows (e.g., AI clause extraction, multi-step approvals)
Latency
Sub-second responses for list/detail queries under normal load; extraction and approval timings reflect underlying platform behavior
Throughput
Designed for high-volume intake, approval queue synchronization, and document linking with iManage
Reliability
Retry logic, backoff, and idempotency keys minimize duplicates and support at-least-once processing
Adaptation
Continuous monitoring for UI/API changes with rapid adapter updates
Frequently asked questions
Supergood supports workflows commonly used for CLM, including Authoring & Negotiation (templates, clauses), Approvals (policies, queues), Third-Party Paper & AI (extraction, deviation scoring), Repository & Search (metadata, versions), and Obligations/Renewals (deliverables, notices), subject to your licensing and entitlements. We scope coverage during integration assessment.
We support username/password + MFA (SMS, email, TOTP) and can operate behind SSO/OAuth when enabled. Sessions are refreshed automatically with secure challenge handling and monitoring for session expiry.
Yes. We can link iManage workspace and document IDs to contract records, ingest third‑party paper for clause analysis, and push executed copies back to iManage while maintaining version lineage and audit trails.
We normalize clause extraction outputs and deviation flags into a consistent schema. Approval steps, assignments, and timestamps are standardized so you can report on bottlenecks and SLA adherence across business units.
We mirror obligation schedules (type, owner, due date) and send reminders or webhooks into your task system. Notice windows and renewal options are captured from contract terms and updated when amendments occur.