The agentic CLM

Accelerate your contracts
with AI under control

Formality is the AI infrastructure that adapts precisely to the way you manage contracts:
your contracts and templates, your negotiation rules, your approval workflows and your access rights.
All your teams collaborate on it easily, supported by Formality agents and your own AI agents.

Let's talk, 30 min

In 30 minutes, you leave with:

✓A quick diagnostic of your contract processes
✓The priority use cases for your teams
✓Use-case examples from comparable companies

app.formality.com

Approvals

Analytics

AI Agent

Real estate · Telecoms & data centers · Energy · Agri-food · B2B software · Franchises · And many more

Manage your entire contract lifecycle

Creation

Your templates, clause library and precedents.

Negotiation

Review against your playbook, version comparison.

Approval & signature

Approval workflows and e-signature.

Extraction

Key data extracted, sourced down to the clause.

Monitoring

Deadlines, notice periods, commitments and reminders.

Analysis

Questions on one contract or the whole portfolio.

4× faster negotiations and reviews

97% reliability on contract data extraction

+130 contract skills and tools for AI agents

Use cases

Three pillars, sixteen use cases

All identified in our conversations with customers: find your contracts, close them on your terms, then manage them after signature.

Know

Find your contracts in a single, reliable source of truth

01Find and understand your contracts day to daySearch and questions on a contract or an asset, including in several languages.
02Analyze your contract portfolioAudit, comparison and summary of several contracts or clauses.
03Build a single repositoryReliable metadata, complete documents, linked to the right contract and the reference version.
04Rely on accurate, traceable dataField verification and correction, consistency and access to sources.
05Share while protecting sensitive informationRead and edit rights, confidentiality and scopes.
06Manage amendments without losing historyAmendments, applicable terms and legal timeline.

Draft and negotiate your contracts according to your rules and market practice

07Draft according to your rulesForms, clause generation and reuse, building on your precedents: your internal standard first, market practice otherwise.
08Review and negotiate faster according to your rulesNegotiation rules, alerts on non-compliant clauses, suggested edits and versions, in real time with your counterparties.
09Streamline approvals and align teamsApproval workflows, decisions and internal sign-off tracking.
10Sign and track signatureSending, signatories, signing authority, reminders and signed copy.

Run

Manage your contracts after signature

11Anticipate deadlinesNotice periods, renewals, exit options.
12Enforce negotiated commitmentsConditions precedent, guarantees, covenants.
13Reconcile financial flows with signed contractsRents, indexations, caps, invoiced amounts.
14Steer the business with reliable indicatorsKPIs, tracking lists, reporting.
15Manage supplier contracts and relationshipsService providers, licenses, certificates.
16Coordinate actions on contracts and mattersTasks, owners, checklists, shared tracking.

For all your contracts

Commercial contractsSupplier contractsMaster agreementsLicensesNDAsLeasesServicesInsuranceFinancingAmendmentsSHASPA…

For all your teams

LegalBusinessFinanceProcurementOperationsAsset ManagementComplianceIT…

Let's talk, 30 min

Formality Agents

A team of AI agents specialized in contract management, ready from day one

No need to build your own agents to get started. Formality Agents already know your contracts, templates and rules, and work where your teams work.

›

Simulated demo. Ask from Formality, Teams or your own AI agent: every answer is traced back to the original clause.

Know

Analysis Agent

Answers your questions on one contract or the whole portfolio, with answers sourced down to the clause.

Extraction Agent

Extracts the key data from each contract and prepares its summary, every data point sourced down to the clause.

Drafting Agent

Drafts your contracts from your templates, clause library and precedents, according to your rules.

Review Agent

Reviews incoming versions against your playbook and suggests the changes to make.

Versions Agent

Compares successive versions and highlights every difference, clause by clause.

Approval Agent

Runs your approval workflows: the right people, in the right order, with reminders through to signature.

Run

Deadlines Agent

Monitors notice periods, renewals and commitments, and reminds the right people at the right time.

Coming soon

Finance Agent

Reconciles invoices with signed contracts: rents, indexations, caps, invoiced amounts.

Available where you work

Formality

Microsoft Teams

Outlook

Word

Slack

AI proposes, your experts decide

01The agent proposes
02Your experts decide
03Every action is logged

Let's talk, 30 min

The contract harness

The AI model reasons.
The harness makes it operational.

An AI model, however powerful, knows nothing about your company. The harness is the infrastructure around it: it provides the memory, control and tools the model needs to act, remember, check its results and follow your processes. Formality is the harness for your contracts.

Memory

What the model knows about your company.

At Formality

Contracts and amendments in their current version, smart clause library, contract templates, negotiation precedents, commitments and deadlines, extracted and structured data.

Control

What is allowed, and what makes its work verifiable.

At Formality

Rules and playbooks, fine-grained access rights (everyone, human or agent, only sees what they should), approval workflows, answers sourced down to the clause, traceability and audit log, monitoring.

Tools

What is connected, and the actions it can trigger.

At Formality

Search, extraction, generation, CRM, ERP and e-signature connectors, MCP, API and webhooks, model orchestration.

« An average AI model with excellent context will beat an excellent AI model with little context. »

Same question, two answers

Can we terminate the Durand logistics services contract before its term?

The model alone

“Generally, a services contract can be terminated with reasonable notice, often 3 months. I recommend checking the applicable clauses.”

Generic answer
Read v3, not amendment no. 2
No verifiable source
Ignores your internal rules

With a harness

“Yes, with 3 months' notice: the version in force, as modified by amendment no. 2, provides for it (art. 14.2). Your playbook requires legal approval: shall I start the approval workflow?”

Version in force, amendment included
Sourced down to the article
Your internal rules applied
Approval workflow proposed

Illustrative example.

Formality gives your AI agents the full contract context

Your agents connect via MCP and API, your teams work in the Formality interface with Formality Agents built in. Everyone shares the same contracts, the same rules and the same access rights.

MCP: Model Context Protocol: the open standard that lets AI agents connect to company tools.
API: Application Programming Interface: the interface that lets your software (CRM, ERP, internal tools) exchange data with Formality automatically.

The AI agents you've chosen

Claude

ChatGPT

Copilot

MCP · API

CRM

Salesforce
HubSpot

Formality

Contract harness

MemoryControlTools

◆ Formality Agents · review, drafting, extraction, deadlines…

ERP

API
webhooks

Formality interface

LegalBusinessFinanceProcurementOperationsAsset ManagementComplianceIT

Your teams

What the harness changes

Autonomous teams

Business moves forward, legal sets the rules.

Independent of the AI model

Switch AI models without rebuilding everything.

A system that learns

Every negotiation enriches your precedents. It alerts you before deadlines.

Controlled AI costs

Extracted, structured data: your agents don't have to reread every document.

Centralized knowledge

Knowledge stays, even when people leave.

Reliable answers

Sourced, therefore verifiable, therefore actually used.

Why switch

Your CLM never took off?

The same reasons keep coming up. Formality was built to answer them.

What blocks adoptionWith Formality

×Rigid workflows that don't fit operational reality

◆Your workflows, not the vendor's

Templates, negotiation rules and approval circuits configured to your reality, however complex.

×A tool rejected by non-legal users

◆Adopted by every team

An interface designed for business users, available in Teams, Outlook and Word. Unlimited users.

×Dependence on the vendor to create or update templates

◆Your templates, on your own

Your teams create and update their templates and clause library themselves, without waiting for the vendor.

×Limited collaboration, especially with third parties

◆Real-time collaboration, third parties included

Internally and with your counterparties, with controlled rights and versions.

Deployment

Guided deployment, step by step

Formality starts with a priority use case, with visible value from day one. Our teams support you at every step, with weekly project follow-up.

Phase 1

Prepare

01
Inventory and clean-up
“Tidying up the room”: an inventory and clean-up of your documents, for clean data from the start.
02
Legacy migration
Contracts imported on a fast track, analyzed by AI into summary sheets.

Phase 2

Configure

03
Clause library and templates
Built with your lawyers, based on your practices.
04
Workflows and access rights
Approval workflows, users and access rights.

Phase 3

Deploy

05
Training
All users, lawyers and operational teams.
06
Change management
Ongoing support, well beyond launch.

Comparison

Formality vs. the alternatives

	Formality	Copilot / ChatGPT alone	Generic CLM
Knows all your contracts and amendments, up to date	Connected repository	Files provided by hand	Yes
Applies your templates, playbooks and approval workflows	Native	No	Configuration
Can be driven by your own AI agents (MCP, API)	Native	No	Limited
Contract-specialized agents, ready to use	Formality Agents	General-purpose assistant	Generic assistant
Answers sourced down to the clause	Every answer	Variable	Black box
Unlimited users, all teams	Included	Per-user license	Often per seat
Sovereign hosting in Europe or France	Europe or France	Depends on the vendor	US cloud provider

Let's talk, 30 min

Value

ROI examples from our customers

The ROI drivers most often calculated with our customers.

Estimated ROI

×3to×8

typically, across our customers

01
Team productivity
Notably through agentic AI.
02
Team retention
By modernizing the tools used every day.
03
Securing contract processes
Approval workflows, templates, clause library.
04
Risks avoided
Proactive tracking of contract deadlines and commitments.
05
More reliable invoicing
Extraction of financial data from contracts.
06
Business acceleration
Faster negotiations, earlier signature.
07
Supplier monitoring
For contracts managed by Procurement teams.

Testimonials

They use Formality to accelerate their contracts

Commercial real estate

Anne-Sophie Maisonrouge

CEO · Terranae

Infrastructure

William Oliver

Head of Asset Management · DRIVECO

Let's talk, 30 min

Security & sovereignty

Built for the most demanding organizations

CERTIFICATIONS

ISO 27001 & SOC 2 Type II, renewed every year.

HOSTING

Sovereign: data stored in Europe or France (Scaleway).

AI MODELS

Never trained on your data. Agents operate within a secure perimeter.

ACCESS RIGHTS

Granular, for humans and agents alike: everyone only sees what they should see.

TRACEABILITY

Every answer is sourced back to its original clause and every agent action is logged: no “black box” effect.

ENCRYPTION

AES-256 at rest, TLS 1.3 in transit.

REVERSIBILITY

Full export available, in a usable format. One Clause signatory.

Compatible with your tools and AI agents

AI agents · MCP

Claude

ChatGPT

Microsoft Copilot

Other agents

Storage

SharePoint

DocuWare

Signature

Docusign

Universign

Yousign

Collaboration

Word

Outlook

Teams

Slack

CRM

Salesforce

HubSpot

ERP and internal tools: API and webhooks.

Let's talk, 30 min

FAQ

What our customers ask before deploying

It's the environment that lets an AI model work reliably on your contracts. The model reasons; the harness gives it three pillars: memory (your contracts and amendments, clause library, templates, precedents, deadlines), control (playbooks, access rights, approval workflows, sourced answers, audit log) and tools (search, extraction, generation, connectors, MCP and API). Formality is that harness, for your teams and your AI agents alike.

Formality is complementary. These tools reason very well, but know neither your contracts nor your rules. Connected to Formality via MCP or API, they access your up-to-date contracts and amendments, data extracted and sourced down to the clause, and your negotiation rules, within the access rights you define.

Via MCP (Model Context Protocol) or API. Your agents (Claude, ChatGPT, Copilot or your in-house agents) query your contracts, trigger workflows and retrieve sourced data, within the scope of rights you assign them.

Yes. Formality Agents are a team of contract-specialized agents: review against your playbook, drafting from your templates, version comparison, approval management, extraction, deadline tracking and reminders, and questions on your portfolio. The Finance Agent, which will reconcile invoices with signed contracts, is coming soon. They're available in Formality, Microsoft Teams, Outlook, Word and Slack. Every action is sourced and logged.

Formality starts with a priority use case, delivering visible value from day one. The scope then expands, use case by use case, with weekly project follow-up from our teams. Legacy documents are migrated on a fast track, without blocking the first uses.

All your contracts and related documents: commercial and supplier contracts, master agreements, licenses, leases, insurance, financing, amendments and appendices. Formality is built for the most customized and most negotiated of them.

Formality is AI-model agnostic and can work with several models, according to each customer's strategic preferences.

Data and documents can be stored in France through our partnership with Scaleway, or in Ireland, within the European Union.

Never. Formality's agreements with all of its AI providers explicitly prohibit any training on your data.

Yes. As discussions progress, Formality can set up a real-world pilot based on your contracts.

Formality is priced solely on document volume, with unlimited users on every plan. No per-seat cost, no per-team limit.

We typically see an estimated ROI of ×3 to ×8 across our customers. The drivers most often calculated: team productivity, team retention, securing contract processes, risks avoided, more reliable invoicing, business acceleration and supplier monitoring.