The work after the deal is where things get messy.
Agreements, approvals, payments, and renewals often live across disconnected tools, threads, and spreadsheets. AgreeOps brings them together.
Without AgreeOps
- Agreements are scattered across emails, folders, and different versions
- Client information is disconnected from the agreements you manage
- Approvals happen across chats and email with little visibility
- Payment terms and milestones are tracked separately from the agreement
- Expiry and renewal dates are easy to miss
With AgreeOps
- Keep clients and their agreements together in one workspace
- Every agreement keeps a clear, immutable version history
- Review and approval happen through a structured workflow
- Connect payment milestones directly to the agreement lifecycle
- Track obligations, renewals, and expiry in one place
Features
Everything an agreement needs to run itself
One system for drafting, approval, signing, and payment, built around how IT service deals actually get delivered.
AI agreement generator
Enter the deal details once. AgreeOps drafts the agreement for you and gives you a single secure link to send your client.
AI agreement analyzer
Check any agreement for risky or missing clauses before it goes out, so problems get caught while they're cheap to fix.
Versioned approvals
When a client asks for a change, AgreeOps creates a new version instead of overwriting the old one. Every version is kept.
Secure client portal
Clients open agreements through a secure key, not a shared password, so every review stays tied to the right person.
E-signature for both sides
Your team and your client sign the final version in the same place it was approved. No extra tools, no printing.
Milestone-based payments
Attach payment milestones to the agreement itself. Your client pays from the portal, and the milestone confirms on payment.
Live delivery status
Show what's done, in progress, and pending in the same portal your client already approved the agreement in.
Obligations and renewals
Track what each side owes and get notified before an agreement lapses, so renewals never slip through.
Full audit trail
Every approval, edit, and payment is timestamped, so you can always answer what was agreed to, and when.
How it works
From negotiated deal to signed, paid, and delivered
Six steps, one link, no status-check emails in between.
Why AgreeOps
More than contract management.
Built for the entire agreement lifecycle.
Your agreement operations shouldn't live across disconnected tools. AgreeOps brings the people, documents, workflows, and financial activity around every agreement into one workspace.
Traditional stack
Multiple systemsDifferent tools handle different parts of the agreement journey, leaving teams to connect the pieces themselves.
AgreeOps
One workspaceOne connected workspace for managing the complete agreement lifecycle from client to renewal.
Security
Built for agreements that involve real money
Approvals and payments only work if both sides trust the system carrying them. Security isn't a feature here — it's the foundation.
Read security detailsEncrypted in transit and at rest
AES-256-GCMAgreements, approvals, and payment records are encrypted in transit and at rest, backed by Supabase's infrastructure. Stored integration credentials get an extra layer of AES-256-GCM encryption.
Workspace-level isolation
RLSRow-level security scopes every client and agreement to its own workspace — never mixed with another company's data.
No plaintext payment data, ever
No card dataPayments are handled by your payment provider. AgreeOps never stores raw card or bank details on its own servers.
Questions? We've got answers.
Everything you need to know before running your agreements through AgreeOps.
AgreeOps is an agreement operations platform that connects clients, agreements, approvals, payments, and renewals in one workspace.
AgreeOps is built for service businesses that manage recurring client agreements, approvals, payments, obligations, and renewals.
You can start with a 3-day free trial and manage up to 2 agreements. No payment is required to explore the platform during the trial.
Clients can access shared agreements through their secure client portal without becoming members of your internal workspace.
AgreeOps keeps agreement versions separate. When changes are made, a new version is created so your previous versions remain available.
Payment milestones can be connected to agreements so you can track what is due, approved, and paid throughout the agreement lifecycle.
Every new agreement version is preserved separately. Your history stays intact instead of older versions being overwritten.
AgreeOps uses protected workspace access and secure data handling to keep your agreements and client information isolated.
AgreeOps offers Starter, Growth, and Business plans. You can choose monthly or annual billing. Annual billing currently gives you the equivalent of 2 months free — you pay for only 10 months.
Yes. You can choose the billing cycle that works best for your workspace and change it as your needs evolve.