PacTerm

Indulge with Intelligence

Context aware. Outcomes driven. AI-native contract intelligence.

Turn every agreement into measurable leverage — extract, standardize, categorize, and score contracts with board-ready clarity.

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The platform

From signed PDF to supplier decision.

Eight connected modules take a contract from intake to action: alerts before deadlines, alternatives before renewals and scorecards for the board.

Contract Intake

PDFs, Office files, scans and ZIP batches land in one workspace. AI extracts the key terms, each with a confidence score and source page.

Explore Contract Intake

Data Standardization

Built-in rules normalize dates, currencies, payment terms and clauses, so every contract is comparable and every answer starts from clean data.

Explore Data Standardization

Contract Intelligence

Ask the whole portfolio, one supplier or a single contract in plain English. Clarity answers from your standardized data with citations you can open.

Explore Contract Intelligence

Reminders & Email Alerts

Expiry, auto-renewal and notice-period deadlines tracked automatically. Critical at 30 days, warning at 60, with a weekly email digest to each owner.

Explore Reminders & Email Alerts

Portfolio Dashboards

Overview KPIs, ready-made Quick Insight presets for spend, renewal exposure, termination, escalators and rebates, plus a drag-and-drop chart builder.

Explore Portfolio Dashboards

Contract Lineage

MSAs, SOWs and amendments link automatically into contract families, with a Term Matrix that compares commercial terms supplier by supplier.

Explore Contract Lineage

Vendor Scorecards

Spend categorized automatically, and every supplier scored on the commercial terms they signed, with transparent, rules-based scoring.

Explore Vendor Scorecards

Strategic Sourcing

Every supply line, ranked by expiry. One click returns 3 to 6 alternative vendors for the product family and contracted items, with fit, risk and confidence.

Explore Strategic Sourcing

Reminders & email alerts New

Never miss a renewal or notice window again.

Auto-renewals and missed notice periods quietly lock budgets in for another term. PacTerm reads every end date, renewal clause and notice period, then puts the deadlines in front of the people who own them.

  • Three deadline types: expiry, auto-renewal and the last day to give non-renewal notice
  • Urgency built in: critical inside 30 days, warning inside 60, with up to 365 days of look-ahead
  • Weekly email digest on the weekday each user picks, grouped by workspace with a suggested action
  • In-app reminders each user can act on or dismiss, across every workspace
How renewal alerts work

Strategic Sourcing New

Find alternative vendors in one click.

Walk into every renewal with options. PacTerm turns your contracts into a live map of supply lines (who supplies what, where, and when it expires) and suggests credible substitutes for each one.

  • Every supply line by supplier, product family, contracted items (SKUs), region, country and expiry
  • Soonest-expiring first, with filters by supplier, product family, region and country
  • 3 to 6 ranked alternatives per line with headquarters, regions served and product match
  • Fit, market note, risk and confidence on every suggestion, so you know where to start
Explore Strategic Sourcing

Why PacTerm

Built for the moment contract knowledge becomes leverage.

Not another repository. A procurement-native intelligence layer that reads, alerts, compares and recommends.

Reads for meaning, shows its sources

Keyword search finds the word “termination.” It can’t tell you whether the clause is generous or ruinous. PacTerm extracts the obligation, checks the result and records the confidence, page and snippet behind every value.

“Every value traces back to a page. Nobody has to take the model’s word for it.”

Acts before the deadline

Reminders and weekly email alerts surface notice windows and auto-renewals early, and Strategic Sourcing lines up alternatives before you negotiate.

Procurement-native scoring

Suppliers scored on the commercial terms buyers care about, with transparent, rules-based scoring you can explain in any negotiation.

Who it’s for

Built for the teams who negotiate on evidence.

One platform, four outcomes, from renewal prep to board-ready supplier scorecards.

Procurement & sourcing

Renewal leverage, not guesswork

Get notice-period alerts weeks ahead, see price escalators and volume commitments side by side, and bring ranked alternative vendors to the table. Strategic Sourcing · Reminders

Vendor management

Scorecards finance can read

Categorize spend, score suppliers on their commercial terms and export colour-coded scorecards without a three-week legal review cycle. Vendor Scorecards

Legal & contract ops

Verify every answer in seconds

Rebuild MSA, SOW and amendment families automatically and check every extracted term against its source page. Contract Lineage · Clarity

Finance & leadership

Board-ready portfolio clarity

Spend, renewal exposure, termination risk and payment-terms rationalization in one executive view, ready for PowerPoint. Portfolio Dashboards

Security & deployment

Enterprise-grade by design, not by add-on.

Your contracts are among your most sensitive documents. PacTerm isolates every organization, encrypts every credential and keeps processing on your own machines.

Isolated per organization

Every database query is automatically scoped to your organization and files live in a dedicated tenant space. Contracts are never pooled across customers.

Safe by default

Production refuses to start with default secrets or an unrestricted CORS origin, and AI calls are rate-limited.

Encrypted credentials

Per-organization service keys are encrypted at rest with AES and never exposed in the app interface.

Resumable processing

Long extraction and analytics runs are persisted, so an interruption never silently loses work.

Upload guardrails

Per-file and per-request upload limits keep every batch predictable and safe to process.

Runs on your desktop

PacTerm is a desktop application for Mac and Windows, so contract processing stays on your own machine.

Read about security & deployment

Plans

Three ways to begin.

Start with a clean contract foundation, add alerts, sourcing and lineage on Professional, and govern every supplier on Enterprise.

Essential

Review
Digitize & standardize

For teams turning a contract backlog into a clean, searchable foundation.

  • Contract Intake for PDF, Office, scans & ZIP
  • Predefined extracted attributes
  • Data Standardization with built-in rules
  • Clarity Q&A: analytical & tabular (10 prompts per user each month)
  • Excel export · tenant isolation · encrypted credentials
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Most chosen

Professional

Analyze
Portfolio intelligence

For procurement teams who need to act on renewals, suppliers and alternatives.

  • Everything in Essential
  • Analytics step · up to 5 custom attributes
  • Renewal & notice reminders with weekly email alerts
  • Strategic Sourcing with alternative vendors
  • Unlimited Clarity across files, suppliers & comparisons
  • Contract Lineage & Term Matrix
  • Portfolio Dashboards with overview & landscape presets
  • Excel & PowerPoint export
Talk to us

Enterprise

Govern
Full platform

For organizations standardizing supplier governance across categories and regions.

  • Everything in Professional
  • Vendor Scorecards & spend categorization
  • Scorecard assistant with web research
  • All dashboard presets & Custom Charts
  • Clarity Dashboard Mode (PowerPoint output)
  • Lineage Project Mode across datasets
  • Unlimited custom attributes
Speak to us

Compare plans in detail

FAQ

Questions buyers ask us

Straight answers about how PacTerm works. More in the full FAQ.

What does PacTerm do?

PacTerm turns signed contracts into structured intelligence for procurement, legal and finance teams. It extracts and standardizes key commercial terms, alerts owners before renewals and notice deadlines, surfaces alternative vendors and scores suppliers, all in one secure workspace.

How do renewal reminders and email alerts work?

PacTerm tracks three deadlines on every contract: expiry, auto-renewal and the last day to give non-renewal notice. Items flag critical within 30 days and warning within 60. Each owner receives a weekly email digest, grouped by workspace with a suggested action for every item.

How does PacTerm find alternative vendors?

Strategic Sourcing maps every supply line by supplier, product family, contracted items (SKUs), region and expiry, sorted by what expires first. Pick a line and PacTerm returns 3 to 6 ranked substitutes, each with product match, a fit rationale, a Low/Medium/High risk rating and a confidence score to validate before you engage.

Is our contract data secure?

Every organization is isolated: queries are scoped to your tenant, files live in a dedicated space, and contracts are never pooled across customers. Credentials are encrypted at rest with AES, and PacTerm runs on your own machines as a desktop application.

How do we get started?

Request a demo below. We walk you through the platform, then run a representative set of your own contracts end to end, so you can judge extraction quality, alerts and supplier insights on real data.

Request a demo

See PacTerm on your own contracts.

Tell us about your portfolio. We’ll set up a walkthrough and, when you’re ready, run a representative set of your contracts from intake through renewal alerts, sourcing and scorecards.

Explore the platform

We reply by email within one business day.

Tenant-isolated by design No data pooling across customers Desktop app for Mac & Windows