I
Ironclad
File each signed agreement in Ironclad with its review record, so the reasons behind every clause travel with it.
Category
CLM
Works with
Ironclad Enterprise
Set up by
An Ironclad admin
Setup time
About 20 minutes
What it does
Signed copies filed
When an agreement is signed, Proviso files the final PDF in Ironclad with its metadata.
The review record attached
Every accepted edit, fallback and approval is attached to the record, so renewals start with context.
Clause data in your repository
Key terms like liability caps and renewal dates are written to Ironclad properties.
How to set it up
An Ironclad admin creates an API token and maps the fields Proviso fills.
1
Create a token
In Ironclad, create an API token with access to records.
2
Connect your workspace
In Proviso, open Settings, then Integrations, and paste the token.
3
Map properties
Choose which Ironclad properties Proviso fills, like counterparty, value and renewal date.
4
Pick record types
Choose the record type each agreement type is filed as.