Accelerate your contracts with AI,
within a secure framework
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 (via MCP).
Real estate · Telecoms & data centers · Energy · Agri-food · B2B software · Franchises · And many more






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.
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.
Find your contracts in a single, reliable source of truth
Before- ×Contracts scattered across SharePoint, document management systems and emails
- ×Amendments hard to link to the right contract
- ×Every analysis requires time-consuming reading
- ◆Contracts + amendments + appendices centralized in one source of truth
- ◆Instant analysis of one or several contracts
- ◆Every data point sourced down to the clause
- 01
Find and understand your contracts day to day
Search and questions on a contract or an asset, including in several languages.
- 02
Analyze your contract portfolio
Audit, comparison and summary of several contracts or clauses.
- 03
Build a single repository
Reliable metadata, complete documents, linked to the right contract and the reference version.
- 04
Rely on accurate, traceable data
Field verification and correction, consistency and access to sources.
- 05
Share while protecting sensitive information
Read and edit rights, confidentiality and scopes.
- 06
Manage amendments without losing history
Amendments, applicable terms and legal timeline.
Draft and negotiate your contracts according to your rules and market practice
Before- ×A manual negotiation process
- ×Hours lost checking the counterparty's redlines
- ×No overview of ongoing negotiations
- ◆Automatic creation of contract drafts
- ◆AI-accelerated redline review, according to your rules
- ◆Centralized tracking through to signature
- 07
Draft according to your rules
Forms, clause generation and reuse, building on your precedents: your internal standard first, market practice otherwise.
- 08
Review and negotiate faster according to your rules
Negotiation rules, alerts on non-compliant clauses, suggested edits and versions, in real time with your counterparties.
- 09
Streamline approvals and align teams
Approval workflows, decisions and internal sign-off tracking.
- 10
Sign and track signature
Sending, signatories, signing authority, reminders and signed copy.
Manage your contracts after signature
Before- ×Alerts managed by hand in Outlook and Excel
- ×Contract data re-keyed by hand into the ERP
- ×Negotiated commitments forgotten after signature
- ◆Automatic alerts on deadlines and obligations
- ◆Contract data sent automatically to the ERP
- ◆Commitments tracked through to completion
- 11
Anticipate deadlines
Notice periods, renewals, exit options.
- 12
Enforce negotiated commitments
Conditions precedent, guarantees, covenants.
- 13
Reconcile financial flows with signed contracts
Rents, indexations, caps, invoiced amounts.
- 14
Steer the business with reliable indicators
KPIs, tracking lists, reporting.
- 15
Manage supplier contracts and relationships
Service providers, licenses, certificates.
- 16
Coordinate actions on contracts and matters
Tasks, owners, checklists, shared tracking.
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.
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.
Deadlines Agent
Monitors notice periods, renewals and commitments, and reminds the right people at the right time.
Finance Agent
Reconciles invoices with signed contracts: rents, indexations, caps, invoiced amounts.
Formality
Microsoft Teams
Outlook
Word
Slack- 01The agent proposes
- 02Your experts decide
- 03Every action is logged
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 context, tools, rules, controls and workflows the model needs to act, remember, check its results and follow your processes. Formality is the harness for your contracts.
Context
What the model doesn't know about your company.
Connected contract repository: contracts, amendments and appendices in their current version, your precedents (accepted and rejected clauses), commitments and deadlines.
Tools
The actions the model can trigger.
Search, extraction, generation, CRM, ERP and e-signature connectors, MCP, API and webhooks.
Rules
The framework it works within.
Templates and smart clause library, negotiation playbooks, fine-grained access rights: everyone, human or agent, only sees what they should see.
Controls
What makes its work verifiable.
Answers sourced down to the clause, traceability, audit log and monitoring back office.
Workflows
What lets it follow your processes.
Contract workflows and approval circuits, to automate agentic reviews.
« An average AI model with excellent context will beat an excellent AI model with little context. »
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.
- Controlled AI costs
- Data extracted and structured in Formality becomes the source of truth: your agents don't have to reread every document.
ChatGPT
CopilotHubSpot
Formalitywebhooks
Your current CLM never took off?
The same reasons come up with most of our customers. Formality was designed to address them.
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 |
ROI examples from our customers
The ROI drivers most often calculated with our customers.
They use Formality to accelerate their contracts
Built for the most demanding organizations
Compatible with your tools and AI agents
ChatGPT
Microsoft Copilot
SharePoint
DocuWare
Docusign
Universign
Yousign
Word
Outlook
Teams
Slack
Salesforce
HubSpotERP and internal tools: API and webhooks.
