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Description
Description
API Access
API Access
Pricing Details
Pricing Details
Deployment
Deployment
Customer Support
Customer Support
Types of Training
Types of Training
Vendor Details
Company Name
IntelloSync
Founded
2023
Country
India
Website
intellosync.com
Vendor Details
Company Name
Berkman Solutions
Founded
2004
Country
United States
Website
www.berkmansolutions.com
Product Features
AI Legal
IntelloSync leverages artificial intelligence to enhance internal legal operations in India. This Microsoft Word Copilot add-in scrutinizes clauses in relation to your playbook, utilizes AI to extract obligations and essential terms from contracts and regulations, generates AI-driven case summaries of filings and orders, and conducts an AI assessment of invoices from external counsel.
Compliance
IntelloComply serves as the compliance management solution offered by IntelloSync, specifically designed for businesses operating in India. This comprehensive module includes over 300 referenced statutory requirements, more than 340 controls, 43 event-driven triggers, and a diverse collection of 46 types of licenses and registrations. It customizes each client's compliance register based on their unique entities, locations, and licenses. Regulatory and contractual obligations are organized in a compliance calendar that features designated owners, reminders, escalation processes, and readily available audit evidence, ensuring that important filings or renewals are highlighted weeks ahead of their deadlines.
Contract Lifecycle Management (CLM)
IntelloContract is an AI-driven Contract Lifecycle Management (CLM) platform designed specifically for the Indian, US, and APAC markets. Legal teams can negotiate seamlessly within Microsoft Word while maintaining tracked changes. The integrated Copilot assesses clauses in relation to the playbook, and approvals are routed based on the contract's value. Signing options include Aadhaar eSign, Digital Signature Certificates (DSC), Zoho Sign, or DocuSign, complete with e-stamping capabilities. Key obligations and renewal dates are extracted into user-managed tasks. The pricing structure is based on modules, allowing for unlimited users.
Contract Management
IntelloContract oversees the entire lifecycle of contracts, from initiation to renewal. It offers a comprehensive suite of tools, including customizable templates and a library of clauses, facilitates negotiations directly in Microsoft Word while preserving tracked changes, and employs AI to review documents in accordance with your specific playbook. The platform streamlines approval processes based on contract value and type, integrates e-signature options like Aadhaar eSign, DSC, Zoho Sign, or DocuSign, and supports Indian e-stamping. Additionally, it features a searchable database that tracks obligations and sends renewal notifications.
Digital Signature
IntelloSync integrates contract signing directly within the contract workflow, eliminating the need for external applications such as Aadhaar eSign, DSC, Zoho Sign, and DocuSign. It offers features like digital e-stamping for various Indian states, a customizable signing sequence for multiple parties, and ensures that the finalized document is automatically stored in the repository along with its audit history.
Document Management
IntelloVault serves as the document management component of IntelloSync, consolidating all your essential documents such as contracts, board meeting minutes, policies, licenses, and records into a single repository. This module features optical character recognition (OCR) and allows for full-text searching across both scanned and digital documents. It also offers permissions based on folders and roles, tracks version history, and enforces retention policies. The repository is integrated with other modules including contract management, compliance, vendor management, and litigation, ensuring that a document is stored only once yet remains accessible from any of these related areas.
Legal Document Management
IntelloSync provides legal teams with a centralized storage solution for all their documents, including contracts, legal opinions, pleadings, and board and secretarial records. It features advanced capabilities such as optical character recognition (OCR), comprehensive full-text search, customizable permissions based on matters and teams, a detailed version history, and retention policies. This functionality is integrated across its various modules for contract management, compliance, and litigation.
Litigation Management
IntelloCase is the litigation management solution offered by IntelloSync, specifically designed for in-house legal teams in India. It consolidates all cases and legal notices into a single register, providing essential details such as forum, current stage, next hearing date, and important deadlines. The platform features reminders for limitations and hearing dates, facilitates legal holds, and manages outside counsel engagement and terms. Users can track budgets with phase-based variances and have the benefit of AI-assisted audits for counsel invoices. Additionally, matters are connected to their originating contracts for streamlined management.
Matter Management
IntelloCase oversees the entire lifecycle of legal cases, encompassing aspects such as client intake, various stages, task management, and results for each case. It features a hearing schedule and tracks important deadlines, maintains legal holds with acknowledgment records, manages a roster of approved external counsel, and monitors budgets with phase-specific variances. Additionally, it includes counsel invoices that are subject to AI-driven audits in accordance with legal billing standards.
Vendor Management
IntelloVendor streamlines the entire supplier management process, from initial onboarding to contract renewal. It features a user-friendly self-service portal for onboarding, which facilitates document collection. Leveraging artificial intelligence, the platform can analyze uploaded vendor documents to automatically populate assessments, conduct due diligence, and categorize risk levels. Additionally, it integrates supplier contracts, performance metrics, and renewal processes with the vendor record, specifically designed for Indian businesses and regulated organizations dealing with third-party risk management.
