Platform / Contracts
Contracts, from first draft to next renewal.
Create agreements through the HubIQ CRM or bring your existing ones. Approve, sign with a full audit trail, and track what is coming due in the same storage environment as Smart Drive.
Book a demoContract Management
Every contract, from creation to the dates that matter
Client agreements, vendor contracts, insurance policies, factoring arrangements, banking documents — every contract your agency runs on follows the same managed path through HubIQ. No spreadsheets, no scattered folders, no deadline someone forgot to calendar.
Create
Generate customer agreements right through the HubIQ CRM, or upload legacy agreements as-is — both become fully managed contracts from day one.
Approve
Route each contract through the right approvals before anything is signed, so no terms leave the door unreviewed.
Sign
Built-in digital signing with a full audit trail — every signature captured and evidenced inside HubIQ. No printing, scanning, or paying for a third-party e-signature tool.
Organize
Every signed agreement files itself into the same universal storage as your leases and licenses — searchable and related, never scattered.
Track
Renewal dates, expirations, and obligations tracked for you, with reminders before something comes due — not after.
What each stage means, counterparty by counterparty
Clients
Customer agreements start in the CRM with your standard terms, clear approvals before anything is signed, and built-in digital signing with a full audit trail — clients sign in minutes instead of days of print-and-scan. Every executed agreement stays searchable, and renewal or rate-change dates resurface before they lapse, never as a surprise.
Vendors
Equipment, service, and supply contracts get the same controlled path: reviewed before you commit, signed with evidence, and filed where anyone can find them. Auto-renewals stop sneaking through — HubIQ reminds you before a vendor term quietly re-commits you.
Insurance
Policy terms, certificates, and endorsements are tracked from creation through renewal, so the carrier's policy-year audit finds everything assembled and ready — and a policy never lapses unnoticed.
Factors
Factoring agreements and fee schedules live alongside every other contract, with obligations and term dates tracked for you — so you always know exactly what an arrangement commits you to, and when it comes up for renewal.
Banks
Loan documents, covenants, and banking commitments are organized and dated from day one. When your bank asks for something, it's already filed — and covenant or renewal dates arrive as reminders, not penalties.
Where contracts meet Smart Drive
One storage environment
Contracts and Smart Drive are separate modules that share the same universal storage. The moment a contract is signed, it files itself alongside your leases, financing documents, software licenses, and everything else Smart Drive holds — related and searchable, never duplicated in a second system. You can pull up a customer agreement next to the lease it depends on without leaving either module.
One retention dashboard
Because both modules live in the same storage, they are managed as a whole: one retention dashboard tracks renewal dates, expirations, and obligations across contracts, leases, and licenses alike. Smart Drive reads the documents it holds and reminds you before anything comes due — including the contracts created through Contract Management — so retention rules and renewal dates are handled together, not in separate trackers.
Access you control
Your storage is isolated to your organization, and access is set by the roles your team assigns. For every document — a customer agreement, a factor's fee schedule, a bank covenant — you decide who can view it and who can edit it, so sensitive contracts stay limited to the people who need them while the rest of the team works without barriers. Every signature and change is captured in the audit trail, so there is never a question of who touched a document or when.
Clients, vendors, insurance carriers, factors, and banks — contracts with every counterparty live in the same universal storage as Smart Drive, under the same retention dashboard, keeping the whole portfolio current.
See how it all works together.
HubAI, Smart Drive, Contracts, CRM, Legal, Finance, ATS, and Risk are part of one connected HubIQ platform.
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