Eliminate Contract Silos and Automated Information Governance
Move beyond manual archiving. DealTracer's AI Agent provides persistent oversight, transforming scattered email attachments into a structured, searchable institutional archive.
View PricingShield & Vault Architecture
DealTracer operates as a persistent shield, monitoring and protecting your contract data at the infrastructure level, while automatically organizing everything into a secure, institutional vault-your SharePoint archive.
- Zero-touch monitoring at the admin level
- Automated classification and filing
- Complete data sovereignty and control
Institutional Vault
Passive Stream-Based Archiving
The agent monitors Microsoft 365 and SharePoint at the admin level, capturing every covenant without user intervention-no manual uploads, no missed contracts.
Admin-Level Integration
Connects at the Microsoft 365 admin level via Graph API, monitoring all mailboxes without requiring individual user permissions or actions.
Automatic Detection
Advanced NLP distinguishes between ephemeral email noise and genuine legal covenants, automatically identifying contracts in attachments, sent folders, and historical archives.
Zero-Touch Operation
Once configured, the agent operates autonomously. No user training, no manual workflows, no forgotten contracts. Every covenant is captured and archived automatically.
The 'Chiseled' Hierarchy
Automated filing system that creates permanent institutional assets with consistent, searchable structure.
Folder Structure
Every executed contract is automatically organized into a chiseled folder hierarchy in SharePoint:
[Counterparty Name] /
[Stream] /
[Latest] /
[Filename.pdf]
Benefits
- Consistent structure across all contracts
- Instant searchability by counterparty, year, or type
- Permanent institutional assets
- No manual filing or organization required
Example Structure
Acme Corp /
Service Agreement /
Latest /
Acme_Service_Agreement.pdf
Acme Corp /
NDA /
Latest /
Acme_NDA.pdf
Bring Your Own LLM
Organizations can use their own LLM keys (OpenAI / ChatGPT Enterprise, Anthropic Claude, Grok, DeepSeek, Google Gemini) to ensure complete data residency and Compliance with jurisdictional requirements.
- OpenAI, Anthropic, Google, and more
- Enterprise and self-hosted options
- Your API keys, your data residency
- Compliance with jurisdictional requirements
Enterprise Security
DealTracer is engineered for organizations with stringent security requirements. Available for installation within your own VPC, Private Cloud, or On-Premise infrastructure.
- Self-hosted deployment available
- Private cloud and on-premise options
- Enterprise-grade encryption
- Complete audit trails
Compliance Readiness
Healthcare Compliance
AWS Hosted
Secure Your Infrastructure
Get started with automated information governance. View our pricing to see how DealTracer can transform your Microsoft 365 contract management.
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