Contract Lifecycle Management

Your contracts shouldn't be your biggest compliance risk.

ContractStreamline gives healthcare and higher education organizations complete contract visibility, automated compliance screening, and airtight workflows — without the implementation nightmare you've been dreading.

15+ years in CLM
Built with industry SMEs
Guided implementation included
In-app help & support
ContractStreamline — Dashboard
Total Contracts
1,250
Expiring Soon
150
Pending Approval
150
Total Counterparties
1,700
Active Contract Overview
By Status
Active650
Draft150
Expired300
Renewal Review150
By Type
Service Agreement375
NDA500
Vendor250
Employment125
Counterparty Compliance
COI Status
Compliant1,190
Missing425
Expired85
Sanctions Status
Not Screened640
Clear1,026
Issues34
The Real Problem

Most organizations discover contract risk after it's already a problem.

01

Contracts You Can't Find

Agreements scattered across email threads, shared drives, and filing cabinets. When an auditor asks for a vendor contract, nobody knows where it is — or if it even exists.

02

Compliance Gaps That Cost You

One excluded vendor slipping through an OIG or OFAC check. One contract auto-renewing with a non-compliant counterparty. In regulated industries, the consequences aren't just embarrassing — they're expensive.

03

Renewals Nobody Sees Coming

Auto-renewals on unfavorable terms. Expirations that create service gaps. Key dates buried in PDFs that nobody re-reads until it's too late. Your team is reactive when they need to be proactive.

Why Organizations Stay Stuck

You know it's not working.
So does your whole team.

But switching feels risky. Implementation sounds painful. Training sounds like a week of your team's time they don't have. We've heard it hundreds of times — and it's precisely why we built ContractStreamline the way we did.

The fears we hear most
"The last software implementation took six months and felt like a second full-time job."
"Training everyone means pulling them away from work they're already behind on."
"'Support' means a ticket queue and a knowledge base written for someone who already knows the product."
"We've built workarounds that work well enough. Rebuilding the whole process is too disruptive."
🚀

We Do the Heavy Lifting

We configure ContractStreamline around your existing workflow before your team ever logs in. No blank-slate anxiety — you see familiar patterns in a better system, and we don't call it live until you're confident.

🎓

Training That Lives In the App

Contextual tooltips, embedded how-to videos, and in-app help mean your team learns while they work — not in a three-hour session they'll forget by Friday. There is no separate training portal to manage.

💬

Support Where the Question Happens

Live chat, FAQs, and guided help live inside ContractStreamline — where the question actually comes up. You never leave the app to find an answer, and you never wait two days for a ticket response.

🗺️

Your Workarounds, Mapped Out

We start by understanding how you work today — spreadsheets, shared drives, email chains. Then we show you exactly how ContractStreamline replaces each one. No guessing. No retraining from scratch.

"The number one reason organizations stay with a broken system isn't loyalty — it's fear of the switch. That's exactly why we make the transition our problem, not yours."

— NDY Solutions Implementation Team · 15+ years making this work
Who We Serve

Built for organizations where
a missed clause is a liability.

🏥

Healthcare & Hospitals

"One excluded vendor. One missed OIG check. One audit finding that costs far more than any software."

OFAC, OIG, SAM, and NPI screening built directly into vendor and counterparty management. Compliance isn't an add-on — it's the foundation.

🎓

Higher Education

"Your institution signs hundreds of contracts a year. How many are expiring unnoticed this month?"

Research agreements, vendor contracts, MOUs, and grant documents — organized, searchable, and tied to automated renewal workflows. Scattered across inboxes is not a compliance strategy.

💼

Other Organizations

"We can't find contracts when we need them, and we don't know what's in the ones we can."

If your team is still running contracts through email and spreadsheets, ContractStreamline gives you a searchable central repository, key date alerts, and document control — without enterprise complexity.

Platform Capabilities

Every feature earned its place.

Built with input from compliance officers, legal teams, and operations leads. Nothing here is bloat.

🛡️

Compliance Screening

OFAC, OIG LEIE, SAM.gov, SEC EDGAR, NPI, and state exclusion list screening — built in, not bolted on.

🤖

AI-Powered Extraction

Automatically extract key fields, clauses, and dates from uploaded contracts. Less manual entry. More accuracy.

⚡

Smart Approval Workflows

Linear and advanced flowchart workflows, parallel approvals, email-based responses, and out-of-office delegation.

🔍

Full-Text Search & Discovery

Find any contract, clause, or term in seconds. OCR search across every document ever uploaded.

📋

Lifecycle Management

From intake form to expiration alert — milestones, renewal reminders, amendment tracking, and audit trail.

🎓

Built-In Help & Support

Contextual guidance, embedded videos, and live chat inside the app. No external portals. No waiting for a ticket.

Early Feedback

Shaped by the people who live this work.

Feedback from industry subject matter experts and early testers who helped shape ContractStreamline. Client testimonials coming soon.

Finally, a system that treats OIG screening as a core requirement — not a checkbox. The compliance dashboard alone would have saved us three audit prep cycles.

S. Mitchell
VP of Compliance, Regional Health System
Healthcare SME
* Early tester — illustrative placeholder

We manage over 600 research and vendor agreements. The combination of intake workflows and automatic renewal reminders is exactly what our office needed. Intuitive enough that faculty actually use it.

Dr. J. Reynolds
Director of Research Administration, State University
Higher Ed SME
* Early tester — illustrative placeholder

We were running everything through a shared Google Drive and a spreadsheet nobody kept current. Within two weeks, every contract had an owner, a status, and an expiration date someone was actually watching.

M. Torres
Operations Director, Professional Services Firm
Business SME
* Early tester — illustrative placeholder
Get Started

You probably have contracts expiring
this month that no one is tracking.

A 30-minute discovery call costs nothing and tells you exactly what ContractStreamline would do for your organization.

Platform Features

Built for organizations where contracts carry real consequences.

Every feature below was shaped by compliance officers, legal teams, and operations leads who told us what actually mattered — and what existing tools were getting wrong.

📂

Core Contract Management

Create, manage, and track every contract across its full lifecycle.

📝

Contract Create / Edit / Archive

Full CRUD with recycle bin, restore, and soft-delete. Nothing disappears permanently without intent.

StarterProEnterprise
🔗

Public Submission Links

Let counterparties submit contracts through a branded public link — no account required. One of the highest-value workflows for active pipelines.

ProEnterprise
📊

Term Duration & Progress Tracking

Visual progress indicators for contract terms, milestone completion, and renewal proximity.

StarterProEnterprise
✏️

Mass Change / Bulk Edit

Update fields, owners, statuses, or custom data across hundreds of contracts in one operation.

ProEnterprise
🔁

Renewal Terms & Escalation

Configure renewal logic, escalation clauses, and financial adjustments. Stop auto-renewing on terms negotiated years ago.

ProEnterprise
🕸️

Contract Relations Visualizer

See how contracts connect — amendments, addenda, parent-child relationships — in an interactive graph view.

ProEnterprise
🤖

AI & Automation

Extract, assess, and generate — AI that reduces manual work without replacing human judgment.

🔍

AI Contract Field Extraction

Upload a contract and AI populates key fields — parties, dates, values, terms. 50/month on Pro, unlimited on Enterprise.

Pro (50/mo)Enterprise (Unlimited)
⚠️

AI Risk Assessment Engine

Automatically flag high-risk clauses, missing provisions, and compliance exposures. Built for regulated-industry legal teams.

Enterprise
📋

AI Contract Template Creation

Describe the contract type and context — AI generates a starting template with the right structure, clauses, and merge fields.

ProEnterprise
⚡

AI Workflow Generation

Describe your approval process in plain language — AI builds the workflow logic. No flowchart expertise required.

Pro (Limited)Enterprise (Unlimited)
📌

AI Clause Extraction

Extract specific clauses from uploaded documents and populate your clause library automatically.

Pro (Limited)Enterprise (Unlimited)
🔐

AI Permission Template Generation

Generate role-based permission sets based on user type, department, and data sensitivity.

Enterprise
🛡️

Compliance Screening

Enterprise-only. The complete counterparty and people screening suite for regulated industries.

🚫

OFAC SDN & Consolidated Screening

Screen all counterparties and signatories against OFAC sanctions databases automatically on a schedule.

Enterprise
🏛️

OIG LEIE Exclusion Screening

Automated screening against the OIG List of Excluded Individuals and Entities. Critical for organizations receiving federal healthcare funding.

Enterprise
🇺🇸

SAM.gov Entity Verification

Verify vendor registration and exclusion status in the System for Award Management. Essential for government contractors.

Enterprise
🏥

NPI Registry Verification

Look up healthcare providers against the National Provider Identifier registry before executing clinical contracts.

Enterprise
📈

SEC EDGAR Lookup

Pull public company filings and registration status for counterparty due diligence on publicly traded entities.

Enterprise
📜

State Exclusion Lists

Screen against state-level Medicaid exclusion and debarment databases. Jurisdiction-specific compliance, covered.

Enterprise
⚡

Workflows & Approvals

Route, review, and approve contracts without chasing people through email chains.

➡️

Linear Approval Workflow

Simple sequential approval chains with automatic notifications, reminders, and status tracking at each step.

ProEnterprise
🔀

Advanced Flowchart Workflow Builder

Drag-and-drop visual builder with conditional branching, parallel paths, and dynamic routing. 3 workflows on Pro, unlimited on Enterprise.

Pro (3 workflows)Enterprise (Unlimited)
📧

Email-Based Approval Responses

Approvers can approve or reject directly from their email — no login required. Reduces approval cycle time dramatically.

ProEnterprise
⏩

Concurrent / Parallel Approvals

Route the same contract to multiple reviewers simultaneously. All must approve before advancing to the next stage.

Enterprise
🏖️

Out-of-Office Delegation

Automatic delegation routing when approvers are unavailable. Workflows never stall because one person is on vacation.

ProEnterprise
🛤️

Workflow Routing Rules Engine

Dynamic routing based on contract value, type, department, counterparty, or any custom field. Enterprise governance at scale.

Enterprise
📄

Documents & Templates

Store, version, author, and collaborate on contract documents — all in one place.

📁

Document Upload & Storage

Drag-and-drop upload with version control and in-app PDF preview. 1 GB on Starter, 50 GB on Pro, unlimited on Enterprise.

StarterProEnterprise
📑

Document Templates with Merge Fields

Build reusable contract templates in the built-in TipTap editor. Generate complete documents by merging contract data.

ProEnterprise
🔎

Full-Text Document Search (OCR)

Find a specific clause in a 200-page agreement in seconds. OCR-powered search across every document ever uploaded.

ProEnterprise
📚

Clause Library

Build and maintain a library of approved clauses. Insert pre-approved language directly into templates and new agreements.

ProEnterprise
✏️

Real-Time Redlining & Comments

Track changes and add inline comments. Basic on Pro, full advanced collaboration suite on Enterprise.

Pro (Basic)Enterprise (Advanced)
🖥️

External Document Server (WOPI)

Integrate with Collabora or OnlyOffice for full browser-based document editing without downloading files.

Enterprise
🔐

Security & Administration

Role-based access, audit trails, field-level permissions, and enterprise governance controls.

👥

Custom User Roles & Permissions

Define unlimited custom roles with granular access control across contracts, documents, and modules. Field-level and section-level permissions at Enterprise.

StarterProEnterprise
🔑

SAML SSO

Single Sign-On via SAML 2.0. Works with Okta, Azure AD, Google Workspace, and other enterprise identity providers.

Enterprise
📋

Full Audit Trail

Every view, edit, approval, and export logged with user, timestamp, and change detail. 30 days on Starter, 1 year on Pro, unlimited on Enterprise.

30 days1 yearUnlimited
🏢

Multi-Tenant / SuperAdmin Portal

Manage multiple organizations from a single admin instance. Ideal for health systems, university systems, and MSPs.

Enterprise
🌐

Custom Domain & White-Label

Host ContractStreamline on your own domain with your branding. Remove all ContractStreamline/NDY references for full white-label deployment.

Enterprise
🔒

Tenant Data Isolation (RLS)

Row-level security ensures complete data isolation. Your data is never commingled with another organization's, by design.

StarterProEnterprise
Solutions

The right answer depends on your specific pain.

ContractStreamline is built for organizations where contract management isn't administrative overhead — it's a compliance requirement.

"One excluded vendor. One missed OIG check. One audit finding that costs far more than any software."

1

OIG and OFAC screening gaps. Most organizations screen vendors at onboarding — then never again. Exclusion status changes. Your process has to keep up or the liability transfers to you.

2

Contract portfolios no one owns. Physician agreements, vendor contracts, BAAs, service agreements — spread across departments with no central visibility and no accountability when one expires.

3

Approval workflows run through email. A contract sits in someone's inbox for two weeks. Nobody knows. The counterparty follows up. Your legal team doesn't have a good answer.

Continuous Compliance Screening

OFAC, OIG LEIE, SAM.gov, NPI, and state exclusion lists — screened automatically on a schedule. Alerts surface the moment a vendor's status changes, not when you manually check.

Centralized Contract Repository

Every physician agreement, vendor contract, and BAA in one searchable place. Custom categories, tags, and fields built around how healthcare organizations actually think about contracts.

Configurable Approval Workflows

Route contracts through legal, compliance, and leadership with structured workflows — not email threads. Full audit trail of every approval, comment, and version change for regulatory review.

Renewal Monitoring & Alerts

No more auto-renewals on unfavorable terms. Milestone rules and renewal reminders give your team 90+ days of notice, with configurable escalation if nobody acts.

Built for organizations where compliance is the product.

Let's talk about your specific regulatory environment and show you exactly how ContractStreamline maps to it.

"Your institution signs hundreds of contracts a year. How many are expiring unnoticed this month?"

1

No central contract repository. Research agreements managed by one office, vendor contracts by procurement, MOUs by department admins. Nobody sees the full picture — and auditors always want the full picture.

2

Faculty and staff won't use complex tools. If the system requires training and IT involvement to use, it won't get used. You need something that works for a research administrator and a procurement specialist alike.

3

Approval bottlenecks delay grant-funded work. When a research agreement takes six weeks to route through approvals, that's six weeks of funded time lost. The workflow problem is a budget problem.

Institution-Wide Contract Visibility

One repository for research agreements, vendor contracts, MOUs, and grant documents — with department-level access controls and a university-level compliance view for administration.

Intake Forms for Every Office

Public submission links and custom intake forms let any department submit contracts without touching the system directly. Legal and compliance see everything; submitters only see what they need.

An Interface Faculty Will Actually Use

Intuitive enough that a department administrator picks it up in minutes. Built-in help, embedded how-to content, and in-app support — no IT ticket required.

Fast, Auditable Approval Workflows

Route contracts through the right reviewers automatically based on contract type, value, or department. Email-based approvals keep things moving without forcing reviewers to log in constantly.

Designed for institutions with complex stakeholders and limited patience for complexity.

Tell us how your institution currently handles research and vendor agreements. We'll show you a better way.

"We can't find contracts when we need them, and we don't know what's in the ones we can."

1

Contracts live in email inboxes. When a vendor dispute arises or a renewal comes up, the search begins. Someone's inbox, a shared drive folder, a filing cabinet — nobody knows for sure. That's not a system, that's a liability.

2

Nobody knows what's in the agreements. Key dates, auto-renewal clauses, exclusivity provisions — buried in PDFs nobody looks at until something goes wrong.

3

The spreadsheet tracker is always out of date. Someone maintains it when they remember. Everyone else works around it. It's the source of truth that nobody actually trusts.

One Place for Every Contract

Upload what you have — any format, any age. ContractStreamline becomes the searchable single source of truth for every agreement your organization has ever signed.

Know What's In Them

Full-text search and AI field extraction surface key terms, dates, and values from uploaded documents. Find any clause in any contract in seconds without opening a single PDF manually.

Never Miss a Renewal Again

Automated reminders 90, 60, and 30 days before key dates. The right person gets the alert — not whoever happens to manage the spreadsheet.

Start Small, Grow Into It

The Starter tier handles up to 500 contracts and replaces your shared drive and spreadsheet without requiring a dedicated IT project or a full-team training cycle.

Ditch the spreadsheet. It's a 30-minute setup, not a 6-month project.

Start with the Starter tier, get organized in days, and grow from there when you're ready.

Pricing

Simple pricing.
Serious contract control.

Unlimited users on every plan. Priced by the number of contracts you manage — not seat count.

Monthly
Annual Save ~17%
How many contracts will you manage?
🗂️
Starter
Ditch the spreadsheet. Centralize contracts, documents, and key dates with a clean dashboard for small teams.
$259/mo
Billed annually · Save ~17% vs monthly
What's included
Up to 1,000 active contracts
1 GB document storage · 5 document types
Standard dashboard
Manual milestones · Basic renewal reminders
10 custom fields · Audit trail (30 days)
AI Data Field Extraction for up to 50 new contracts per year
Counterparty & people directory (cap 250 each)
Help Center + email support
Most Popular
✍️
Professional
Mid-market legal and ops teams (10-35 users) running active contract pipelines. Up to 2,500 contracts with full workflows and AI.
$399/mo
Billed annually · Save ~17% vs monthly
Everything in Starter, plus
Up to 2,500 active contracts · 50 GB storage
Approval workflows + public submission links
AI contract field extraction (50/mo) + clause library
Document templates · Full-text document search
Unlimited counterparties & people directory
Audit trail (1 year) · Priority email + chat
⚡
Enterprise
Govern contracts across your organization. Multi-entity, multi-tenant, with built-in compliance screening, SSO, and white-label.
$599/mo starting
Billed annually · Save ~17% vs monthly
Everything in Professional, plus
Unlimited contracts & storage
Counterparty Compliance Dashboard & Admin Compliance Dashboard
AI risk assessment + unlimited AI extraction
SSO · Multi-tenant SuperAdmin portal
Full white-label · Remove branding
Advanced Document Editing and Refining capabilities
Dedicated CSM + SLA guarantee
🗂️
Starter is best for
Small teams (1–10 users) replacing shared drives and spreadsheets. Up to ~1,000 contracts, basic visibility, and document storage.
✍️
Professional is best for
Mid-market legal and ops teams (10–35 users) running active contract pipelines. Up to ~250 contracts with full workflows and AI. Companies that require an approval workflow process.
⚡
Enterprise is best for
Large organizations (35+ users) with compliance, multi-entity governance, and integration needs. Unlimited contracts and full compliance screening.
Unlimited users on all plans
Guided onboarding included
Data migration support
In-app help & support
7-day free trial
No credit card required

Not sure which plan fits?

Every Enterprise plan includes a dedicated onboarding specialist and a configured sandbox before you go live. You don't commit until you're confident it works for your organization.

Compare all features

See exactly what's included in each plan before you choose.

All transactions in USD · Discounts available for qualifying nonprofits · Pricing subject to change

Our Story

15 years of watching organizations struggle with the same problems.

After spending more than 15 years in contract lifecycle management — working with healthcare systems, universities, and complex multi-entity organizations — the patterns became impossible to ignore.

The contracts were always there. The compliance risk was always there. The expired agreements, the missed renewals, the excluded vendors nobody caught — they happened to every organization, regardless of size or sophistication. The tools just weren't solving the real problem.

ContractStreamline
15+
Years in contract lifecycle management across healthcare, higher education, and enterprise organizations.

So we built what should have existed.

ContractStreamline was designed from the ground up by people who have lived in these organizations — not by software engineers who read about compliance requirements in a product brief. Every feature was shaped by compliance officers, legal teams, research administrators, and procurement leaders who told us exactly what they needed and what existing tools were getting wrong.

The result is a contract lifecycle management platform that treats compliance as architecture, not an add-on — and implementation as a shared responsibility, not something we hand off to you on day one.

🏗️ Built With Industry SMEs

Compliance officers, legal directors, research administrators, and procurement leads helped define every feature. ContractStreamline reflects how regulated organizations actually work.

🤝 Implementation Is Our Responsibility

We do the configuration, the data migration, and the go-live support — because we know what it takes to make a new system actually stick. We don't hand you a login and walk away.

🎓 Training That Lives In the Product

Contextual help, embedded videos, and in-app guidance mean your team doesn't need a separate training program. They learn by doing, with the right help exactly where they need it.

🌱 Growing With You

We're building relationships that make organizations stay — not contract lock-in. When you grow, your tier grows with you. When your compliance needs evolve, so does the platform.

NDY Solutions

Powered by NDY Solutions

ContractStreamline is the flagship product of NDY Solutions — a technology firm focused on building software that solves real operational problems in compliance-intensive industries. NDY Solutions brings the technology architecture, security infrastructure, and long-term platform commitment behind ContractStreamline.

Let's Talk

We don't demo features.
We solve your problems.

Start with a discovery call.

We won't walk you through a generic product tour. We start with 30 minutes understanding your organization, your current process, and your biggest pain points. Then we show you exactly how ContractStreamline addresses them — nothing more, nothing less.

No sales theater. No slide decks. Just answers to the questions that matter for your specific situation.

1
Tell us what's broken

Complete the form — especially the challenge question. It shapes everything about how we prepare.

2
We reach out within one business day

To schedule a 30-minute discovery call at a time that works for you.

3
We build a tailored demo

Focused on your pain points, your vertical, and your contract volume — not a canned walkthrough.

4
You see exactly what changes

And what doesn't — including implementation support, timeline, and what we handle for you.

Ready to talk?

Schedule a 30-minute discovery call to see how we solve your specific challenges.

Schedule Discovery Call →

info@NDYsolutions.com