Every vendor, contact, contract, and certificate in one record — onboarding documents read on upload, lapsing insurance and unsigned DPAs flagged weeks ahead, and every answer cited to the page.
W-9s in email, insurance certificates in a shared drive, the MSA in the CLM, and the contact who signed it in someone’s head.
A certificate of insurance lapses quietly. You find out when there’s a claim, not when it expired.
Every new vendor means chasing the same seven documents by email, then re-keying them into a spreadsheet.
Contacts, agreements, certificates, and open tasks together in a MicroCRM record — every document read on upload and every field cited to its page.
Missing W-9, lapsed COI, or unsigned DPA flagged critical the day it happens, not at audit. Deterministic rules, same verdict every time.
Email and SMS nudges to the vendor contact and the internal owner before every renewal window and certificate expiry.
“Which vendors’ insurance expires in Q1?” — the list in seconds, with each certificate cited.
Bring a handful — vendor agreements, a few insurance certificates, your onboarding checklist. Watch them become tracked expiries, enforced rules, and audit-ready records.
Clausey