Oversight, Contract & Grant Compliance in one cloud platform

Capture inputs from key stakeholders, surface cases that require attention, and maintain alignment with configurable outputs and workflows.

Report financials under appropriate security conditions, including encryption, role-based access, and audit trails.

Visualize patterns, key factors, and compliance risks to enable teams to reduce bottlenecks and enhance program outcomes.

Track, monitor, and manage pre- and post-award processes—from negotiation to compliance—across grants and contracts.

Easy migration and integrations with DocuSign, Microsoft Outlook, Adobe, Gmail, OnBase, and more. Browser- and mobile-compatible; SOC-2 data center options.

Built for procurement professionals to navigate complex workflows effortlessly.

Rights-based access, granular permissions, secure sharing, and confidential records.

Search, filter, and create reports across years and applications. Schedule automatic updates and lock edit permissions. 

Attach notes and files, manage templates, and send contracts to DocuSign with verified data exchange.

Merge key fields, save drafts, track execution, and monitor funds distribution.

Comprehensive audit trails for all actions, including separate admin logs.

Design and control workflows, add flags, and prevent actions until conditions are met. Maintain legacy data and test safely in a live sandbox.

Visibility, control, and automation—end to end 

• SaaS with universal browser & mobile access; SSO capable
• Integrations with DocuSign, Adobe, Microsoft Office, Gmail, OnBase, and more
• Track overall status and each step with RFQ/RFP/RFI tools
• Pre-populate sub-agreements from master records; assign evaluators & criteria
• Import bid/grant info, build consolidated work queues, track compliance in real time
• Custom performance reports; automated historical analysis
• User & file management with role-based access and revision tracking
• Audit logs, version logs, backups, invoicing, and e-signatures
• Alerts for expirations, insurance, awards, and customizable key dates
• Routing, feedback, and external response imports with attachment handling
• Template management for memos, exhibits, contracts, proposals, and intake

Centralized documentation & compliant communications 

• Web-based and hosted options; SSO, mobile, and tablet support
• Centralized, cloud data protection and storage
• Multi-modal communications with private notes and history
• Group-based, progressive workflows with automated email/SMS notices
• Historical reporting and edit-locked reports
• Organize contracts/grants with notes, financial, and performance reports
• Vendor/contractor document uploads; electronic acceptance/rejection
• Compliance aligned with VAWA, Clery, and Title IX (TIX)
• Robust search and cross-references; built-in calendar
• Monitor local and diverse supplier participation throughout procurement

Supports complete grant lifecycle management 

• Automated messaging and alerts/notifications
• Centralized, cloud data protection and storage
• Tracks active and inactive projects
• Manages site visit schedules and reports
• Customization by grant program
• Organize contracts/grants with notes, financial, and performance reports
• Stores grant program requirements, templates, reimbursement forms, grant program schedule, etc.
• Enable Grantee submission of closeout material
• Sub-Awarding and monitoring
• Workflow management
• Receiving and managing external grants
• Compliance and auditing
• ERP system integration