The next-generation CLM

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).

Let's talk, 30 min
No commitment · Directly with the CEO
01Drafting Agent
02Review Agent
03Approval Agent
04Extraction Agent
05Deadlines Agent
Negotiation · Version 334 pages
Master services agreement · Acme Group
Article 4 · Financial terms

This agreement is entered into in consideration of an annual fee of ‹ fee ›, payable quarterly in advance and revised according to the ‹ indexation ›.

It renews automatically on ‹ date ›. Any termination requires a notice period of ‹ notice ›.

SIGNED ✓
Contract summary AI extraction
Annual fee ···§ art. 4.1
Indexation ···§ art. 4.2
Renewal date ···§ art. 4.3
Notice period ···§ art. 4.4
Deadlines Agent
Notice due before Dec 1, 2026
→ Procurement team · via Teams

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

Scaleway
Terranae Immobilier Commercial
Driveco
Remake
Advantail
Olmix
2× 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.

Your entire contract lifecycle
01

Creation

Your templates, clause library and precedents.

02

Negotiation

Review against your playbook, version comparison.

03

Approval & signature

Approval workflows and e-signature.

04

Extraction

Key data extracted, sourced down to the clause.

05

Monitoring

Deadlines, notice periods, commitments and reminders.

06

Analysis

Questions on one contract or the whole portfolio.

Pillar 1 · Know

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
With Formality
  • ◆Contracts + amendments + appendices centralized in one source of truth
  • ◆Instant analysis of one or several contracts
  • ◆Every data point sourced down to the clause
  1. 01

    Find and understand your contracts day to day

    Search and questions on a contract or an asset, including in several languages.

  2. 02

    Analyze your contract portfolio

    Audit, comparison and summary of several contracts or clauses.

  3. 03

    Build a single repository

    Reliable metadata, complete documents, linked to the right contract and the reference version.

  4. 04

    Rely on accurate, traceable data

    Field verification and correction, consistency and access to sources.

  5. 05

    Share while protecting sensitive information

    Read and edit rights, confidentiality and scopes.

  6. 06

    Manage amendments without losing history

    Amendments, applicable terms and legal timeline.

Pillar 2 · Close

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
With Formality
  • ◆Automatic creation of contract drafts
  • ◆AI-accelerated redline review, according to your rules
  • ◆Centralized tracking through to signature
  1. 07

    Draft according to your rules

    Forms, clause generation and reuse, building on your precedents: your internal standard first, market practice otherwise.

  2. 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.

  3. 09

    Streamline approvals and align teams

    Approval workflows, decisions and internal sign-off tracking.

  4. 10

    Sign and track signature

    Sending, signatories, signing authority, reminders and signed copy.

Pillar 3 · Run

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
With Formality
  • ◆Automatic alerts on deadlines and obligations
  • ◆Contract data sent automatically to the ERP
  • ◆Commitments tracked through to completion
  1. 11

    Anticipate deadlines

    Notice periods, renewals, exit options.

  2. 12

    Enforce negotiated commitments

    Conditions precedent, guarantees, covenants.

  3. 13

    Reconcile financial flows with signed contracts

    Rents, indexations, caps, invoiced amounts.

  4. 14

    Steer the business with reliable indicators

    KPIs, tracking lists, reporting.

  5. 15

    Manage supplier contracts and relationships

    Service providers, licenses, certificates.

  6. 16

    Coordinate actions on contracts and matters

    Tasks, owners, checklists, shared tracking.

For all your contracts
Commercial contractsSupplier contractsMaster agreementsLicensesNDAsLeasesServicesInsuranceFinancingAmendments…
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.

Close

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
FormalityMicrosoft TeamsOutlookWordSlack
AI proposes, your experts decide
  1. 01The agent proposes
  2. 02Your experts decide
  3. 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 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.

01

Context

What the model doesn't know about your company.

At Formality

Connected contract repository: contracts, amendments and appendices in their current version, your precedents (accepted and rejected clauses), commitments and deadlines.

02

Tools

The actions the model can trigger.

At Formality

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

03

Rules

The framework it works within.

At Formality

Templates and smart clause library, negotiation playbooks, fine-grained access rights: everyone, human or agent, only sees what they should see.

04

Controls

What makes its work verifiable.

At Formality

Answers sourced down to the clause, traceability, audit log and monitoring back office.

05

Workflows

What lets it follow your processes.

At Formality

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.
The AI agents you've chosen
ClaudeChatGPTCopilot
MCP · API
CRM
Salesforce
HubSpot
Formality
Contract harness
ContextToolsRulesControlsWorkflows
◆ Formality Agents · review, drafting, extraction, deadlines…
ERP
API
webhooks
Formality interface
LegalBusinessFinanceProcurementOperationsAsset ManagementComplianceIT
Your teams
Why switch CLM

Your current CLM never took off?

The same reasons come up with most of our customers. Formality was designed to address them.

What blocks adoptionWith Formality
×Rigid workflows that don't fit operational reality
◆Your workflows, not the vendor's

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

×A tool rejected by non-lawyers, difficult collaboration
◆Adopted and shared by every team

An interface designed for business users, in Teams, Outlook and Word, with easier collaboration internally and with your counterparties. 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.

×A long, complex migration of legacy contracts scattered across a disorganized SharePoint
◆Your legacy contracts migrated on a fast track

Formality sorts and classifies your existing documents, even in a disorganized SharePoint, then loads them on a fast track: contracts, amendments and appendices linked to the right file.

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

  1. 01

    Team productivity

    Notably through agentic AI.

  2. 02

    Team retention

    By modernizing the tools used every day.

  3. 03

    Securing contract processes

    Approval workflows, templates, clause library.

  4. 04

    Risks avoided

    Proactive tracking of contract deadlines and commitments.

  5. 05

    More reliable invoicing

    Extraction of financial data from contracts.

  6. 06

    Business acceleration

    Faster negotiations, earlier signature.

  7. 07

    Supplier monitoring

    For contracts managed by Procurement teams.

Testimonials

They use Formality to accelerate their contracts

Terranae video testimonial Commercial real estate
Anne-Sophie Maisonrouge
CEO · Terranae
DRIVECO video testimonial 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 at any time, no lock-in, no opacity. One Clause signatory.

Compatible with your tools and AI agents

AI agents · MCP
ClaudeClaude
ChatGPTChatGPT
Microsoft CopilotMicrosoft Copilot
Other agents
Storage
SharePointSharePoint
DocuWareDocuWare
Signature
DocusignDocusign
UniversignUniversign
YousignYousign
Collaboration
WordWord
OutlookOutlook
TeamsTeams
SlackSlack
CRM
SalesforceSalesforce
HubSpotHubSpot

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 provides the context (your contracts, amendments and deadlines), the tools (search, extraction, generation, connectors), the rules (templates, clause libraries, negotiation rules, access rights), the controls (sourced answers, traceability, audit log) and the workflows. 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.

Accelerate your contracts from your very first use case.

Let's talk, 30 min

In 30 minutes, you leave with:

  • ✓A quick diagnostic of your contract processes
  • ✓The priority use cases for your team
  • ✓A few use-case examples from comparable companies
Works with Copilot, Claude, ChatGPT, Mistral, etc. · Sovereign hosting · ISO 27001 & SOC 2 Type II
Book your slot with Eliott Reilhac, CEO of Formality