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Terms of Service
Version 2.2
Effective March 20th 2023
DownloadTable of Contents
These Ironclad Terms of Service (the “Terms of Service” or “Terms”) govern access to and use of the Ironclad, Inc. (“Ironclad,” “we,” or “us”) website, applications, application plug-ins, and other services provided by us (collectively, the “Service”). Website visitors are referred to in these terms as “Site Visitors” and individuals or entities who use the Service or create an account (“Account”) and their Authorized Users are collectively referred to as “Customers”. Customers and Site Visitors may be referred to in these Terms as “you” and “your” as applicable.
These Terms are in addition to, and do not nullify, any other agreement between you and us or any other applicable terms and conditions found on the Service. If you are a paid Customer (“Paid Customer”) and you or your organization are bound by an Enterprise Services Agreement with Ironclad (“Enterprise Terms”), then these Terms will apply, if at all, only to use of the Service to the extent such use is not already governed by those Enterprise Terms.
- Acceptance of Terms
By using the Service, you as a Site Visitor or Customer accept and agree to follow and be bound by these Terms (whether on behalf of yourself or a legal entity you represent). You also agree to comply with all applicable laws and regulations, as well as all rules or restrictions that are posted on the Service. If you do not agree to these Terms, you are not authorized and must cease using the service immediately.
- About Ironclad
Ironclad provides a digital contracting platform that allow its customers to create, collaborate on, negotiate, and execute contracts, and turn agreements into operational business intelligence.
You understand and agree that Ironclad is not a law firm or an attorney, may not perform services performed by an attorney, and is not the substitute for the advice or services of an attorney. Any information contained on the Service is not legal advice and is not guaranteed to be correct, complete or up-to-date. No attorney-client relationship or privilege is created with Ironclad. If, prior to using the Service, you believe that Ironclad gave you any legal advice, opinion or recommendation about your legal rights, remedies, defenses, options, selection of forms or strategies, you will not proceed with the use of the Service. If you need legal advice for your specific problem, you should consult a licensed attorney in your area.
- Eligibility
You agree that by using the Service you are at least 18 years of age and you are legally able to enter into a contract.
If you are agreeing to these Terms on behalf of an organization or entity, you represent and warrant that you are authorized to agree to these Terms on that organization or entity’s behalf and bind them to these Terms (in which case, the references to "you" and "your" in these Terms, except for in this sentence, refer to that organization or entity).
If Ironclad has previously prohibited you from accessing the Service, you are not permitted to access or use the Service.
- Ironclad Account
When you create an Account to use or access certain portions of the Service, you must provide complete and accurate information as requested on the registration form, and you must maintain and update such information to keep it complete and accurate. You will also be asked to provide a user name and password. You are entirely responsible for maintaining the confidentiality of your password, and are responsible for all activities (whether by you or by others) that occur under your password or Account. You may not use a third party’s Account, user name or password at any time, and you will not allow anyone other than Authorized Users to access or use the Service from your Account. You agree to notify Ironclad immediately of any unauthorized use of your account, user name or password. Ironclad shall not be liable for any losses you incur as a result of someone else’s use of your account or password, either with or without your knowledge. You may be held liable for any losses incurred by Ironclad, our affiliates, officers, directors, employees, consultants, agents and representatives due to someone else’s use of your account or password.
You will promptly notify Ironclad of any suspected violation of these Terms by an Authorized User and will cooperate with Ironclad to address the suspected violation. Ironclad may suspend or terminate any Authorized User’s access to the Service upon notice to you in the event that Ironclad reasonably determines that such Authorized User violated these Terms.
- Intellectual Property Rights
The Service is owned and operated by Ironclad, Inc., and contains materials that are proprietary and are protected by copyright laws, international treaty provisions, trademarks, service marks, and other intellectual property laws and treaties. Except as otherwise expressly provided by Ironclad, none of the Service may be copied, reproduced, republished, downloaded, uploaded, posted, displayed, transmitted or distributed in any way and nothing on the Service shall be construed to confer any license under any of Ironclad’s intellectual property rights, whether by estoppel, implication or otherwise. Any rights not expressly granted in these Terms are reserved by Ironclad.
The Service is also protected as a collective work or compilation under copyright and other laws and treaties. You agree to abide by all applicable copyright and other laws, as well as any additional copyright notices or restrictions contained on the Service. You acknowledge that the Service contains original works that have been developed, compiled, prepared, revised, selected, and arranged by Ironclad and others through the application of methods and standards of judgment developed and applied through the expenditure of substantial time, effort, and money and which constitute valuable intellectual property of Ironclad and such others. All present and future rights in and to trade secrets, patents, designs, copyrights, trademarks, database rights, service marks, know-how, and other intellectual property or other proprietary rights of any type, documentation, any improvements, design contributions, or derivative works thereto, and any knowledge or process related thereto, including rights in and to all applications and registrations relating to the Service, shall, as between you and Ironclad, at all times be and remain the sole and exclusive property of Ironclad.
The trademarks, logos, taglines, and service marks displayed on the Service (collectively, the “Trademarks”) are registered and unregistered Trademarks of Ironclad and others. The Trademarks may not be used without Ironclad’s prior express written permission. Ironclad acknowledges the Trademarks of other organizations for their respective products or services mentioned on the Service. Other than as provided in these Terms, your use of the Trademarks, or any other Ironclad content, is strictly prohibited.
Any software available for downloading through the Service or third-party websites or applications (the “Software”) is the copyrighted work of Ironclad and third-party providers. Use of the Software is governed by these Terms. Unauthorized reproduction or distribution of the Software is expressly prohibited by law, and may result in civil and criminal penalties. Violators may be prosecuted.
Upon your acceptance of these Terms, we grant you a limited, non-exclusive non-sublicensable, and non-assignable license to access and use the Service for your internal purposes and only as expressly permitted in these Terms. You shall not use or permit use of the Service for any illegal purpose or in any manner inconsistent with the provisions of these Terms. If you are or become a direct competitor of Ironclad, you may not access or use the Service without Ironclad’s explicit, advance, written consent, and then only for the purposes authorized in writing. Except as otherwise restricted by these Terms, Ironclad grants you permission on a non-exclusive, non-transferable, limited basis to display, copy, and download content and materials on the Service provided that you: (a) retain all copyright and other proprietary notices on the content and materials; (b) use them solely for internal use or in accordance with any applicable Ironclad Terms; and (c) do not modify them in any way. Any violation by you of the license provisions contained in this Section 7 may result in the immediate termination of your right to use the Service, as well as potential liability for copyright infringement or other claims depending on the circumstances.
- Copyright
Ironclad respects copyright law and expects its Site Visitors and Customers to do the same. If you believe that any content or material on the Service infringes copyrights you own, please notify us by contacting legal@ironcladhq.com.
- User Comments, Feedback and Other Submissions
If, at our request, you send certain specific submissions or without a request from us you send creative ideas, suggestions, proposals, plans, or other materials, whether online, by email, by postal mail, or otherwise (collectively, “Comments”), you agree that we may, at any time, without restriction, edit, copy, publish, distribute, translate, and otherwise use in any medium any Comments that you forward to us. We are and shall be under no obligation (1) to maintain any Comments in confidence; (2) to pay compensation for any Comments; or (3) to respond to any Comments.
We may, but have no obligation to, monitor, edit or remove content that we determine in our sole discretion are unlawful, offensive, threatening, libelous, defamatory, pornographic, obscene or otherwise objectionable or violates any party’s intellectual property or these Terms.
You agree that your Comments will not violate any right of any third party, including copyright, trademark, privacy, personality or other personal or proprietary right. You further agree that your Comments will not contain libelous or otherwise unlawful, abusive or obscene material, or contain any computer virus or other malware that could in any way affect the operation of the Service or any related website. You may not use a false e-mail address, pretend to be someone other than yourself, or otherwise mislead us or third parties as to the origin of any Comments. You are solely responsible for any Comments you make and their accuracy. We take no responsibility and assume no liability for any Comments posted by you or any third party.
- Use Restrictions
By using the Service, you specifically agree not to engage in any activity or transmit any information that, in our sole discretion:- Is illegal, or violates any federal, state, or local law or regulation;
- Advocates illegal activity or discusses illegal activities with the intent to commit them;
- Violates any third-party right, including, but not limited to, right of privacy, right of publicity, copyright, trademark, patent, trade secret, or any other intellectual property or proprietary rights;
- Is harmful, threatening, abusive, harassing, tortious, indecent, defamatory, sexually explicit or pornographic, discriminatory, vulgar, profane, obscene, libelous, hate speech, violent or inciting violence, inflammatory, or otherwise objectionable;
- Interferes with any other party’s use and enjoyment of the Service;
- Attempts to impersonate another person or entity;
- Is commercial in a way that violates these Terms, including but not limited to, using the Service for spam, surveys, contests, pyramid schemes, or other advertising materials;
- Falsely states, misrepresents, or conceals your affiliation with another person or entity;
- Accesses or uses the Account of another Customer or Paid Customer without permission;
- Distributes computer viruses or other code, files, or programs that interrupt, destroy, or limit the functionality of any computer software or hardware or electronic communications equipment;
- Interferes with, disrupts, disables, overburdens, or destroys the functionality or use of any features of the Service, or the servers or networks connected to the Service, or any of the Service;
- “Hacks” or accesses without permission our proprietary or confidential records, those of another Customer, Paid Customer, or Site Visitor, or those of anyone else;
- Improperly solicits personal or sensitive information from other Customers, Paid Customers or Site Visitors including without limitation address, credit card or financial account information, or passwords;
- Decompiles, reverse engineers, disassembles, or otherwise attempts to derive source code from the Service, except as expressly permitted in these Terms or by law, unless and then only to the extent permitted by applicable law without consent;
- Removes, circumvents, disables, damages, or otherwise interferes with security-related features, or features that enforce limitations on use of the Service;
- Uses automated or manual means to violate the restrictions in any robot exclusion headers on the Service, if any, or bypasses or circumvents other measures employed to prevent or limit access, for example by engaging in practices such as “screen scraping,” “database scraping,” or any other activity with the purpose of obtaining lists of users or other information;
- Modifies, copies, scrapes or crawls, displays, distributes, publishes, licenses, sells, rents, leases, lends, transfers, or otherwise commercializes any materials or content on the Service;
- Uses the Service for benchmarking, or to compile information for a product or service;
- Downloads (other than through page caching necessary for personal use, or as otherwise expressly permitted by these Terms), distributes, posts, transmits, performs, reproduces, broadcasts, duplicates, uploads, licenses, creates derivative works from, or offers for sale any content or other information contained on or obtained from or through the Service, by any means except as provided for in these Terms or with the prior written consent of Ironclad; or
- Attempts to do any of the foregoing.
In addition, you shall not, and shall not permit others to, do the following with respect to the Service: - Use the Service or allow access to it in a manner that circumvents contractual usage restrictions or that exceeds authorized use or usage metrics set forth in these Terms or any applicable Enterprise Terms;
- License, sub-license, sell, re-sell, rent, lease, transfer, distribute or time share or otherwise make any portion of the Service available for access by third parties except as otherwise expressly provided in these Terms;
- Access or use the Service for the purpose of: (i) developing or operating products or services intended to be offered to third parties in competition with the Ironclad or (ii) allowing access to your Account by a direct competitor of Ironclad; or
- Frame the Service, place pop-up windows over its pages, or otherwise affect the display of its pages.
You acknowledge that we have no obligation to monitor your – or anyone else’s – access to or use of the Service for violations of these Terms, or to review or edit any content. However, we have the right to do so for the purpose of operating and improving the Service (including without limitation for fraud prevention, risk assessment, investigation and customer support purposes, analytics, and advertising), to ensure your compliance with these Terms and to comply with applicable law or the order or requirement of a court, consent decree, administrative agency or other governmental body.
- Privacy
You acknowledge that, except as described in these Terms or applicable Enterprise Terms, the information you provide to us or that we collect will be used and protected as described in the Ironclad Privacy Policy.
You acknowledge and agree that we may access, preserve, or share any of your information when we believe in good faith that such sharing is reasonably necessary to investigate, prevent, or take action regarding possible illegal activities or to comply with legal process (e.g. a subpoena or other legal process). We may also share your information in situations involving potential threats to the physical safety of any person, violations of the Ironclad Privacy Policy or our user agreements or terms; or to respond to the claims of violation of the rights of third parties and/or to protect the rights, property and safety of Ironclad, our employees, users, or the public. This may involve the sharing of your information with law enforcement, government agencies, courts, and/or other organizations.
- Customer Data
You are responsible for the data and information that you or your Authorized Users input or upload into the Service (“Customer Data”). You are further responsible for obtaining any necessary right and licenses for use of the Customer Data by your and Ironclad as contemplated in these Terms. You agree that you have the legal right and authority to access, use and disclose to Ironclad any Customer Data. You authorize Ironclad to access, process, and use the Customer Data as necessary to perform and fulfill its obligations hereunder, including to provide the Service to you. You and your Authorized Users acknowledge that Ironclad may process Customer Data in accordance with the Ironclad Privacy Policy.
- Customer Warranties
You hereby represent and warrant to Ironclad that: (a) you have all requisite rights and authority to use the Service under these Terms and to grant all applicable rights herein; (b) you are responsible for all use of the Service associated with its Account; (c) you are solely responsible for maintaining the confidentiality of its Account names and password(s); (d) you agree to immediately notify Ironclad of any unauthorized use of your Account of which you becomes aware; (e) you agree that Ironclad will not be liable for any losses incurred as a result of a third party's use of your Account, regardless of whether such use is with or without your knowledge and consent; (f) you will use the Service for lawful purposes only and subject to these Terms; (g) any information you submit to Ironclad is true, accurate, and correct; and (h) you will not attempt to gain unauthorized access to the System or the Service, other Accounts, computer systems, or networks under the control or responsibility of Ironclad through hacking, cracking, password mining, or any other unauthorized means.
- Fees
Ironclad reserves the right in the future to require payment of fees for certain or all aspects of the Service, change prices, or institute new charges, upon notice to you, which may be sent by email or posted on the Service. Your use of the Service following such notification constitutes your acceptance of any new or increased charges.
- Modification of the Service
We reserve the right at any time to modify or discontinue the Service (or any part or content thereof) without notice. We shall not be liable to you or to any third party for any modification, suspension or discontinuance of the Service.
- Term and Termination
These Terms are effective unless and until terminated by either you or us. You may terminate your use of the Service at any time by ceasing further use of the Service. Ironclad is also free to terminate (or suspend access to) your use of the Service or your account, for any reason in our discretion, including your breach of these Terms. We have the sole right to decide whether you are in violation of any of the restrictions set forth in these Terms.
If these Terms expire or are terminated for any reason: (a) any and all of your liabilities to Ironclad that have accrued before the effective date of the expiration or termination will survive; (b) licenses and use rights granted to you with respect to the Service and intellectual property will immediately terminate; (c) Ironclad’s obligation to provide any further services to you under these Terms will immediately terminate, except any such services that are expressly to be provided following expiration or termination of these Terms. Any other provisions that, by their nature, should survive termination of these Terms shall survive termination. By way of example, all of the following will survive termination: any obligation you have to pay us or indemnify us, any limitations on our liability, and any terms regarding ownership or intellectual property rights.
- Third Party Content
We may provide, or third parties may provide, links to other third-party websites, services, or resources that are beyond our control. We make no representations or endorsements as to the quality, suitability, functionality, or legality of any third-party content to which links may be provided, and you hereby waive any claim you might have against us with respect to such services. IRONCLAD IS NOT RESPONSIBLE FOR THE CONTENT ON THE INTERNET OR WEB PAGES THAT ARE LOCATED OUTSIDE THE SERVICE OR POSTS OF USER CONTENT. Your correspondence or business dealings with, or participation in promotions of third parties found on or through the Service, including payment and delivery of related goods or services, and any other terms, conditions, warranties, or representations associated with such dealings, are solely between you and such third party or partner. You agree that we are not responsible or liable for any loss or damage of any sort incurred as the result of any such dealings or as the result of the presence of such partners or links to third-party websites or resources on the Service.
- Warranties and Disclaimers
THIS DISCLAIMER SECTION IS AN ESSENTIAL PART OF THESE TERMS.
YOU ACKNOWLEDGE THAT YOU ARE USING THE SERVICE AT YOUR SOLE RISK. TO THE FULLEST EXTENT ALLOWED BY APPLICABLE LAW, THE SERVICE ARE PROVIDED ON AN “AS IS,” “WITH ALL FAULTS,” AND “AS AVAILABLE” BASIS WITHOUT WARRANTY OF ANY KIND, WHETHER EXPRESS, IMPLIED, STATUTORY, OR OTHERWISE INCLUDING BUT NOT LIMITED TO THOSE OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, ACCURACY, COMPLETENESS, RELIABILITY, NON-INFRINGEMENT, OR ANY OTHER WARRANTY, CONDITION, GUARANTEE OR REPRESENTATION, WHETHER ORAL, IN WRITING OR IN ELECTRONIC FORM.
IRONCLAD DOES NOT WARRANT THAT ACCESS TO OR USE OF THE SERVICE WILL FUNCTION WITHOUT INTERRUPTION, WILL MEET YOUR REQUIREMENTS, IS FREE OF MALICIOUS CODE OR THAT IT IS FREE OF ERRORS OR OMISSIONS, OR LOSS OR SECURITY BREACH OF TRANSMITTED INFORMATION, OR THAT NO VIRUSES WILL BE TRANSMITTED THROUGH ACCESS TO OR USE OF THE SERVICE.
YOU ARE ADVISED TO SAFEGUARD YOUR DATA, TO USE CAUTION AND NOT TO RELY IN ANY WAY ON THE CORRECT FUNCTIONING OR PERFORMANCE OF THE SERVICE AND/OR ACCOMPANYING MATERIALS.
CERTAIN STATE LAWS DO NOT ALLOW LIMITATIONS ON IMPLIED WARRANTIES. IF THESE LAWS APPLY TO YOU, SOME OR ALL OF THE FOREGOING DISCLAIMERS, EXCLUSIONS AND LIMITATIONS MAY NOT APPLY TO YOU, AND YOU MIGHT HAVE ADDITIONAL RIGHTS.
- Indemnification
You will defend, indemnify, and hold us, our affiliates, officers, directors, employees, suppliers, consultants, and agents harmless from any and all third-party claims, liability, damages, and costs (including, but not limited to, attorneys' fees) arising from or related to, as applicable: (a) your access to and use of the Service; (b) violation of these Terms by you or your authorized Account user(s), as applicable; (c) infringement of any intellectual property or other right of any person or entity by you; (d) the nature and content of all Customer or Paid Customer data processed by the Service; or (e) any products or services purchased or obtained by you in connection with the Service.
Ironclad retains the exclusive right to settle, compromise, and pay, without your prior consent, any and all claims or causes of action that are brought against us. We reserve the right, at your expense, to assume the exclusive defense and control of any matter for which you are required to indemnify us and you agree to cooperate with our defense of these claims. You agree not to settle any matter in which we are named as a defendant and/or for which you have indemnity obligations without our prior written consent. We will use reasonable efforts to notify you of any such claim, action, or proceeding upon becoming aware of it.
If you are a California resident, you waive California Civil Code Section 1542, which provides: A general release does not extend to claims that the creditor or releasing party does not know or suspect to exist in his or her favor at the time of executing the release, and that if known by him or her would have materially affected his or her settlement with the debtor or released party.
If you are not a California resident, you waive your rights under any statute or common law principle similar to Section 1542 that governs your rights in the jurisdiction of your residence.
- Limitations of Liability
TO THE FULLEST EXTENT ALLOWED BY APPLICABLE LAW, IRONCLAD, ITS AFFILIATES, ITS SUBSIDIARIES, AND ITS THIRD-PARTY SERVICE PROVIDERS SHALL NOT BE LIABLE TO YOU OR ANY THIRD PARTIES FOR ANY DIRECT, INDIRECT, PUNITIVE, SPECIAL, INCIDENTAL, CONSEQUENTIAL, OR EXEMPLARY DAMAGES (INCLUDING, WITHOUT LIMITATION, DAMAGES FOR LOSS OF BUSINESS PROFITS, BUSINESS INTERRUPTION, OR LOSS OF DATA OR INFORMATION), HOWEVER IT ARISES (INCLUDING ATTORNEYS’ FEES AND ALL RELATED COSTS AND EXPENSES OF LITIGATION AND ARBITRATION, OR AT TRIAL OR ON APPEAL, IF ANY, WHETHER OR NOT LITIGATION OR ARBITRATION IS INSTITUTED), REGARDLESS OF THE TYPE OF CLAIM OR THE NATURE OF THE CAUSE OF ACTION, INCLUDING WITHOUT LIMITATION ANY CLAIM FOR BREACH OF CONTRACT, NEGLIGENCE, PERSONAL INJURY OR PROPERTY DAMAGE, ARISING FROM YOUR USE OF THE SERVICE, THIS AGREEMENT, OR ANY VIOLATION BY YOU OF ANY FEDERAL, STATE, OR LOCAL LAWS, STATUTES, RULES, OR REGULATIONS, EVEN IF IRONCLAD HAS BEEN PREVIOUSLY ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.
UNDER NO CIRCUMSTANCES WILL THE TOTAL AGGREGATE AMOUNT THAT IRONCLAD IS LIABLE TO YOU EXCEED THE GREATER OF (I) $100.00 OR (II) THE AMOUNTS PAID BY YOU TO IRONCLAD IN CONNECTION WITH THE SERVICE IN THE TWELVE (12) MONTH PERIOD PRECEDING THE EVENT ON WHICH YOUR CLAIM IS BASED. THE FOREGOING CAP ON LIABILITY SHALL NOT APPLY TO LIABILITY OF IRONCLAD FOR (1) DEATH, TANGIBLE PROPERTY DAMAGE, OR PERSONAL INJURY CAUSED BY IRONCLAD’S GROSS NEGLIGENCE OR FOR (2) ANY INJURY CAUSED BY IRONCLAD’S FRAUD OR FRAUDULENT MISREPRESENTATION.
SOME STATES DO NOT ALLOW THE EXCLUSION OR LIMITATION OF PUNITIVE, INCIDENTAL OR CONSEQUENTIAL DAMAGES, SO THE PRIOR LIMITATION OR EXCLUSION MAY NOT APPLY TO YOU. THE FOREGOING LIMITATIONS AND EXCLUSIONS OF LIABILITY AND DISCLAIMERS FORM AN ESSENTIAL BASIS OF THE BARGAIN BETWEEN THE PARTIES, AND IRONCLAD WOULD NOT ENTER INTO THIS AGREEMENT WITHOUT SUCH LIMITATIONS, EXCLUSIONS, AND DISCLAIMERS.
- Relationship of the Parties
At all times, you and Ironclad are independent contractors, and are not the agents or representatives of the other. These Terms are not intended to create a joint venture, partnership, or franchise relationship between the parties. Non-parties do not benefit from and cannot enforce these Terms. There are no third-party beneficiaries to these Terms. You must not represent to anyone that you are an agent of Ironclad or are otherwise authorized to bind or commit Ironclad in any way without Ironclad’s prior written authorization.
- General
Electronic Communications.You agree to receive all communications, agreements, and notices that we provide in connection with the Service (“Communications”), including, but not limited to, Communications related to our delivery of the Service via electronic means, including by e-mail, text, in-product notifications, or by posting them on the Service. You agree that all Communications we provide to you electronically satisfy any legal requirement that such Communications be in writing or be delivered in a particular manner and you agree to keep your Account contact information current.
Assignability. You may not assign your rights or obligations, or delegate your responsibilities hereunder without Ironclad’s prior written consent. If consent is given, these Terms will bind your successors and assigns. Any attempt by you to transfer your rights, duties, or obligations under these Terms except as expressly provided in these Terms is void. Ironclad may, at any time, freely assign its rights, duties, and obligations hereunder without notice to you.
Force Majeure. Neither party will be liable hereunder by reason of any failure or delay in the performance of its obligations hereunder (except for the payment of money owed) on account of events beyond the reasonable control of such party, which may include without limitation denial-of-service attacks, strikes, shortages, riots, insurrection, fires, flood, storm, explosions, acts of God, war, terrorism, governmental action, labor conditions, earthquakes and material shortages, internet connectivity. The party affected by the force majeure event will provide notice to the other party within a commercially reasonable time and will use commercially reasonable efforts to resume performance as soon as practicable. Obligations not performed due to a force majeure event will be performed as soon as reasonably possible when the force majeure event concludes.
Governing Law. These Terms and any dispute of any sort that might arise between you and Ironclad will be interpreted in accordance with the law of the State of California and the United States of America without regard to any conflict-of-law or other principles that provide for the application of the law of another jurisdiction. These Terms expressly exclude and disclaim the terms of the U.N. Convention on Contracts for the International Sale of Goods, which shall not apply to any transaction conducted through or otherwise involving the Service.
Venue. Any claim or dispute that between you and Ironclad that arises out of or is related to the Service and is not subject to arbitration or eligible for small claims action, shall be decided exclusively by a court of competent jurisdiction located in San Francisco, California, and you hereby consent to, and waive all defense of lack of personal jurisdiction and forum non conveniens with respect to venue and jurisdiction in the state and federal courts of San Francisco, California.
Entire Agreement. These Terms and any documents expressly incorporated by reference constitute the the final, complete, and exclusive expression of the agreement between you and Ironclad regarding the Service provided under these Terms. These Terms supersede and the parties disclaim any reliance on previous oral and written communications with respect to the subject matter hereof and apply to the exclusion of any other terms that you seek to impose or incorporate, or which are implied by trade, custom, practice or course of dealing. Ironclad hereby rejects any additional or conflicting terms appearing in a purchase order or any other ordering materials submitted by you and conditions assent solely based on these Terms and conditions of these Terms as offered by Ironclad. Except as explicitly permitted in these Terms, no modification or amendment of these Terms shall be effective unless it is in writing and signed by an authorized agent of the party against whom the modification or amendment is being asserted.
Trade Restrictions. You acknowledge that the Service and any related products, information, documentation, software, technology, technical data, and any derivatives thereof, that Ironclad makes available (collectively “Excluded Data”) are subject to the export control and sanctions laws and regulations of the United States and other countries that may prohibit or restrict access by certain persons or from certain countries or territories currently including, but not limited to, Cuba, the Crimea region of the Ukraine, Sudan, Iran, North Korea and Syria ("Trade Restrictions”). You represent and warrant that you are not: (i) located in an embargoed country or territory, (ii) under the control of an entity organized in or a resident of an embargoed country or territory, (iii) listed on any U.S. government list of persons or entities with which U.S. persons are prohibited from transacting, including, but not limited to, OFAC’s List of Specially Designated Nationals and Other Blocked Persons, the U.S. State Department's Nonproliferation Sanctions lists, the U.S. Commerce Department’s Entity List or Denied Persons List located at https://www.export.gov/article?id=Consolidated-Screening-List; or (iv) subject to end destination export control regulations, such as, but not limited to, the U.S. Export Administration Regulations and U.S. Government EU Dual-Use Regulation EC 428/2009. You are solely responsible for complying with Trade Restrictions for all Excluded Data and any of its content transmitted through the Service.
Language and Translations. Ironclad may provide translations of these Terms or other terms or policies. Translations are provided for informational purposes and if there is an inconsistency or conflict between a translation and the English version, the English version will control.
Waiver. The waiver by either you or Ironclad of any breach of any provision of these Terms does not waive any other breach. The failure of any party to these Terms to insist on strict performance of any covenant or obligation in accordance with these Terms will not be a waiver of such party’s right to demand strict compliance in the future, nor will the same be construed as a novation of these Terms.
Severability. If any part of these Terms is found to be illegal, unenforceable, or invalid in any respect, the remaining portions of these Terms will remain in full force and effect. If any material limitation or restriction on the grant of any license to you under these Terms is found to be illegal, unenforceable, or invalid, the license will immediately terminate.
Interpretation.Any ambiguities in the interpretation of these Terms shall not be construed against the drafting party.
Headings. The headings used throughout these Terms are solely for the convenience of reference and are not to be used as an aid in the interpretation of these Terms.
Consumer Complaints.California users are entitled to the following specific consumer rights notice: The Complaint Assistance Unit of the Division of Consumer Services of the California Department of Consumer Affairs may be contacted in writing at 1625 North Market Blvd., Sacramento, CA 95834, or by telephone at (916) 445-1254 or (800) 952-5210.
- Changes to Terms of Service
We reserve the right, at our sole discretion, to update, change or replace any part of these Terms. The most current version of the Terms will be posted on the Service and it is your responsibility to check our website periodically for changes. If the changes include material changes that affect your rights or obligations, we will notify you of the changes by reasonable means, which could include notification through the Service or via email.Your continued use of the Service following the effective date of any changes to these Terms constitutes acceptance of those changes. If you do not agree to the new Terms, you may not use the Service.
- How to Contact Us
If you have any questions or concerns about the Service or these Terms, please contact us at support@ironcladhq.com.
Privacy Policy
Version 3.10
Effective March 11th 2025
DownloadTable of Contents
Ironclad, Inc. (“Ironclad” “We”, “Us”) is sensitive to your concerns about how we use the personal information we collect from you through Ironclad’s website (the “Site”) and other plug-ins exchanging information with Ironclad (“Applications”). (The Site and Applications are sometimes collectively referred to as “Online Services” for simplicity.) This Privacy Policy covers Ironclad’s treatment of the Personally Identifiable Information we collect when you use the Online Services. It also describes the choices available to you regarding our use of your personal information and how you can access and update this information. By using Ironclad Online Services, you accept the terms of this Privacy Policy. If you have questions or concerns about the Privacy Policy, please contact Customer Care at privacy@ironcladhq.com.
For purposes of data protection laws, Ironclad Inc., 650 California Street, Suite 1100, San Francisco, CA 94108, is the entity responsible for your information.
What information do we collect?
Information You Provide to Us
Ironclad requires each customer to provide us with personal information (collectively “Personally Identifiable Information”) to access and use Ironclad products and services. Personally Identifiable Information is captured when a visitor accesses Online Services, or speaks on the phone with or emails an Ironclad employee, and willingly discloses that information. This disclosure may occur when a visitor registers with an Online Service, engages in transactions, contacts customer service, or participates in contests, promotions, surveys, forums, content submissions, requests for suggestions, or other aspects of services offered by Ironclad.
Personally Identifiable Information includes: (i) “Contact Data” (such as your name, address, city, state, zip code, phone number, and email address); (ii) “Financial Data” (such as your credit card number, expiration date, and verification code or bank account information); (iii) “Demographic Data” (such as your zip code and sex).
Calls/Electronic Communications. In the regular course of our business, Ironclad may monitor and record phone conversations or email communications between you and Ironclad employees for training and quality assurance purposes. We may receive a confirmation when you open or click on content in an email from us, which helps us make our communications to you more useful and interesting.
Surveys, Sweepstakes, and Contests. We may provide you the opportunity to participate in surveys on our site, to measure customer satisfaction. If you participate, we may request certain personally identifiable information from you. Participation in these surveys, sweepstakes, or contests is completely voluntary and you therefore have a choice whether or not to disclose this information. The requested information typically includes name, email address, and mailing address.
Testimonials and Reviews. We may display personal testimonials of satisfied customers. We will ask for your specific consent as part of the survey. If you wish to update or delete your testimonial, you can contact us at support@ironcladhq.com. We may also display customer reviews. If you provide a review that we display and wish to update or delete it, you can also contact us at support@ironcladhq.com.
Information We Collect Automatically.
Traffic Data. Ironclad or its third-party service providers may collect a variety of visitor data such as IP addresses, browser settings, internet service provider (ISP) information, referring/exit pages, operating systems, date/time stamps, and clickstream data (collectively “Visitor Data”). The Ironclad internal servers and software automatically recognize Visitor Data. The Site may use Visitor Data to compile traffic data about the types of visitors who use the Site at specific intervals (collectively “Traffic Data”).
We may use Traffic Data to analyze Site traffic. We may also use Traffic Data to diagnose problems with our server, administer our Site, or display content according to your preferences. Visitor Data and Traffic Data may also be disclosed to business partners, affiliates, or advertisers on an aggregated and anonymous basis.
Cookies. Ironclad may use the standard cookie feature of major browser applications and third-party providers, including Google Analytics features (Remarketing, Google Display Network Impression Reporting, the DoubleClick Campaign Manager Integration and Google Analytics Demographics and Interest Reporting), or employ internally developed cookies, clear GIFs, pixel tags, tracking codes, and other technologies that allow Ironclad to store a small piece of data on a visitor’s computer, or any other device a visitor uses to access Online Services, about his or her visit to the Site or use of Applications. You can remove persistent cookies by following directions provided in your Internet browser’s “help” directory. If you reject cookies, you may still use our site, but your ability to use some areas of our site will be limited.
Location Information. When you use the Online Services, we may collect general location information (such as general location inferred from an IP address).
Information from Other Sources. We may collect information about you from third parties, such as marketing partners and researchers. Our customers may give us information about you, such as your Contact Data, in order to facilitate contracting through our Online Services. We may combine this information with information we collect from you and use it as described in this Privacy Policy.
How do we use the information we collect?
We use information we collect from the Online Services to: provide you with the Online Services; communicate with you; process your orders; manage and remember your preferences and customize the Online Services; analyze and improve the Online Services or any other products and Online Services we provide; improve our advertising and marketing; verify your identity; facilitate your transactions with our third-party marketing partners; inform you of offers and discounts; comply with our legal obligations or as permitted by law; protect the safety and/or integrity of our users, employees, third parties, members of the public, and/or the Online Services; and prevent fraud and enforce our legal terms.
We may combine information that we collect from you through the Online Service with information that we obtain from other sources. We may also aggregate and/or de-identify information collected through the Online Services. We may use de-identified or aggregated data for any purpose, including without limitation for research and marketing purposes.
How do we disclose the information we receive?
Except as disclosed here, we do not rent, sell, or disclose your personal information to third parties. We disclose customer information as follows:
- Order Processing. Ironclad, sometimes with the assistance of a third party or Ironclad subsidiary, may use your Personally Identifiable Information to process your payment through merchant account services, and to generate the products and services you order. Your Contact Data may be used to follow up with you on transactions you initiate through Online Services, respond to inquiries made through Online Services, inform you of changes to Online Services, and send you additional information about Ironclad and its products and services.
- Third Party Marketing. Unless specifically authorized by you, we do not provide Personally Identifiable Information to third parties for marketing purposes. If you express interest in a third party offer or purchase a package that includes a third party offer, we may provide your Personally Identifiable Information to that third party solely in connection with the offer you have selected.
- Required by Law. We may also disclose your personal information: as required by law, such as in response to a subpoena or similar legal process, in response to a lawful request by public authorities to meet national security requirements, and when we believe in good faith that disclosure is necessary to protect our rights, protect your safety or the safety of others, investigate fraud, or respond to a legal request.
- Visitor Demographics. Contact Data and Traffic Data are used to gather general statistics about our customers and visitors. We may use Demographic Data to generate collective information about our users, but not in a way that identifies any user specifically. For example, we may inform third parties about the number of registered users and unique visitors, and the pages most frequently browsed.
- Service Providers. We may disclose your Personally Identifiable Information to companies that provide support services to us (such as a printer or email service provider), or help us market our products and services. These companies may need information about you in order to perform their functions.
- Blogs and Forums. The Site may include a publicly accessible blog and interactive forums. You should be aware that any information you provide in these areas may be read, collected, and used by others who access them. You should use caution when deciding whether to disclose your personal information in these areas of the site. To request removal of your personal information from our community forums, contact us at support@ironcladhq.com. In some cases, we may not be able to remove your personal information, in which case we will let you know if we are unable to do so and why.
- Other Transfers. We may disclose Personally Identifiable Information and other data to businesses controlling, controlled by, or under common control with Ironclad. If Ironclad is merged, acquired, or sold, or if some or all of our assets or equity are transferred, we may disclose or transfer Personally Identifiable Information and other data in connection with the associated transactions.
- Bankruptcy. In the event of an Ironclad bankruptcy, insolvency, reorganization, receivership, or assignment for the benefit of creditors, or the application of laws or equitable principles affecting creditors’ rights generally, we may not be able to control how your personal information is treated, transferred, or used. If such an event occurs, your Personally Identifiable Information may be treated like any other Ironclad asset and sold, transferred, or disclosed to third parties, or used in ways not contemplated or permitted under this Privacy Policy. In this case, you will be notified via email and/or a prominent notice on our site of any change in ownership or uses of your personal information, as well as any choices you may have regarding your personal information.
- Consent. In addition to the disclosures described in this Policy, we may disclose information about you whenever you consent to or direct such disclosure.
Analytics & Advertising
Analytics. We may use third-party web analytics services on the Online Services, such as those of Google Analytics. These service providers use the sort of technology described in the “Information We Collect Automatically” section above to help us analyze how users use the Online Services, including by noting the third-party website from which you arrive. The information collected by the technology will be disclosed to or collected directly by these service providers, who use the information to evaluate your use of the Service. We also use Google Analytics for certain purposes related to advertising, as described in the following section. To prevent Google Analytics from using your information for analytics, you may install the Google Analytics Opt-Out Browser Add-on.
Advertising. Our partners and affiliates, including Google Analytics (Remarketing, Google Display Network Impression Reporting, the DoubleClick Campaign Manager Integration, and Google Analytics and Interest Reporting), may use cookies and web beacons to collect information about your activities on this and other websites to provide you targeted advertising based upon your interests. This means that these partners and affiliates may show our ads on sites across the Internet based upon your previous visits to our site. Together with our partners and affiliates, we may use these cookies and web beacons to report how your ad impressions, other uses of ad services, and interactions with these ad impressions and ad services are related to your visits to our site.
The use of tracking technologies by our service providers, technology partners or other third party assets (such as social media links) on the site is not covered by our Privacy Policy. We do not have access or control over these technologies.
If you would like to learn more or opt out of receiving online display advertising tailored to your interests, please visit the Networking Advertising Initiative at www.networkadvertising.org/managing/opt_out.asp or the Digital Advertising Alliance at http://aboutads.info/choices. Please note this does not opt you out of being served advertising. You will continue to receive generic ads. If you delete your cookies, use a different browser, or buy a new computer, you will need to renew your online display advertising opt-out choice. To opt out of Google Analytics for Display Advertising or customize Google Display Network ads, you can visit the Google Ads Settings page.
Do Not Track. We do not recognize or respond to browser-initiated Do Not Track signals, as the Internet industry is currently still working on Do Not Track standards, implementations, and solutions.
Data we process on behalf of our customers
We receive information from and on behalf of our customers when they use our Online Services. Because of the nature of the services, this information may contain any type of personal identifiable information, including Contact Data, Financial Data, Demographic Data, and Legal Data (such as social security numbers, company information, trade secrets, inventions, and idea submissions and other sensitive information necessary to generate legal documents). We process such data only in accordance with our customers’ instructions. For such data, the customer is the "data controller" (for purposes of GDPR) or the “business” (for purposes of the CCPA) and is responsible for most aspects of the processing of the personal information. If you have any questions or concerns about how your personal information is processed in these cases, including how to exercise your rights as a data subject, please contact the customer. If we receive any rights requests concerning instances where we act as data processor, we will forward your query on to the relevant customer.
We may also collect the information of third party individuals on behalf of our customers. For example, our customers may use our service to collect counterparty information to populate a contract. Ironclad primarily uses this information for the purpose of administering and improving its services for our customers. Where the third party individual chooses to create an Ironclad account with us, however, we will process their information in accordance with this Privacy Policy.
Third-Party Websites
Ironclad may maintain links to other websites and other websites may maintain links to the Online Services. This Privacy Policy applies only to ironcladapp.com and not to other websites accessible from Ironclad or that you use to access Ironclad, each of which may have privacy policies materially different from this Privacy Policy. If you visit other websites, Ironclad is not responsible for the privacy practices or content of those sites. It is your responsibility to review the privacy policies of non-Ironclad websites to confirm that you understand and agree with them.
Your Options
You may choose not to provide Ironclad with Personally Identifiable Information or you may turn off cookies in your browser by changing its settings. If you make these decisions, you may continue to use the Online Services and browse its pages. However, Ironclad cannot process orders without Personally Identifiable Information.
User and Authorized Contact Access to Order Information. Ironclad will give you, or anyone listed as an authorized contact for your account, information about your order. This may include information about the nature and status of your order, information you provided to process your order, payment information, and contact information. If you want someone to have access to your order, you must list them as an authorized contact or they may not obtain information.
Deleting Your Information. If you no longer desire our services, or if you want to remove your Personally Identifiable Information from our Site, you may terminate your account by contacting support@ironcladhq.com.
Opting Out of Marketing. We send promotional emails and newsletters from time to time to users who have registered on the site and to those who have opted in to receive such emails. You can opt-out of promotional communications by following the unsubscribe instructions in any communication or by emailing us at support@ironcladhq.com. Generally, you may not opt-out of service-related or transactional communications, which are not promotional. If you do not wish to receive service-related communications, however, you may terminate your account by contacting support@ironcladhq.com.
Data Retention
At minimum, we will retain your information for as long as needed to provide you services, and as necessary to comply with our legal obligations, resolve disputes, and enforce our agreements. Ironclad may maintain some or all of this data in its archives even after it has been removed from the Site.
Data Security
We strive to make certain that our servers and connections incorporate the latest encryption and security devices. We have implemented physical, electronic, and managerial procedures to safeguard and secure the information we collect. Credit card and personal information are transmitted by secure servers (SSL). In the event that we mail you documents, documents are delivered to you via UPS or similar overnight delivery services, the United States Postal Service, or email. Unfortunately, no data transmission is guaranteed to be 100% secure and we therefore cannot guarantee the security of information you transmit to or from the Site, Applications, or through the use of our services, and you provide this information at your own risk. ACCORDINGLY, WE DISCLAIM LIABILITY FOR THE THEFT, LOSS, OR INTERCEPTION OF, OR UNAUTHORIZED ACCESS OR DAMAGE TO, YOUR DATA OR COMMUNICATIONS BY USING THE SITE, APPLICATIONS, AND OUR SERVICES. YOU ACKNOWLEDGE THAT YOU UNDERSTAND AND ASSUME THESE RISKS.
IF YOU BELIEVE YOUR PRIVACY HAS BEEN BREACHED THROUGH USE OF OUR WEBSITE, APPLICATIONS, OR OTHER SERVICES PLEASE CONTACT US IMMEDIATELY AT privacy@ironcladhq.com.
EEA, Switzerland, and UK Individuals
Legal Bases for Use of Your Information. Our legal grounds for processing your information are as follows:
- To honor our contractual commitments to you: Much of our processing of personal data is to meet our contractual obligations to our users, or to take steps at users’ requests in anticipation of entering into a contract with them. For example, we handle personal data on this basis to allow you to sign up for our Online Services.
- Consent: Where required by law, and in some other cases, we handle personal data on the basis of your implied or express consent.
- Legitimate interests: In many cases, we handle personal data on the ground that it furthers our legitimate interests in commercial activities in ways that are not overridden by the interests or fundamental rights and freedoms of the affected individuals. This includes: operating our business and the Online Services; providing security for our websites, products, software, or applications; marketing; receiving payments; preventing fraud; and knowing the customer to whom we are providing the Online Services.
- Legal compliance: We need to use and disclose personal data in certain ways to comply with our legal obligations (such as our obligation to disclose data to tax authorities).
Data Subject Rights. Residents of the European Economic Area (“EEA”), Switzerland, and the UK can exercise certain data subject rights available to them under applicable data protection laws. Where such rights apply, we will comply with requests to exercise these rights in accordance with applicable law. Please note, however, that certain information may be exempt from such requests in some circumstances, which may include if we need to keep processing your information for our legitimate interests or to comply with a legal obligation. If these rights apply to you, they may permit you to request that we:
- provide access to and/or a copy of certain information we hold about you
- prevent the processing of your information for direct-marketing purposes (including any direct marketing processing based on profiling)
- update information which is out of date or incorrect
- delete certain information which we are holding about you
- restrict the way that we process and disclose certain of your information
- transfer your information to a third party provider of services
- revoke your consent for the processing of your information
For more information on how to exercise these rights, please contact us using the information in the “Contact Us” section below. If applicable, you may make a complaint to the data protection supervisory authority in the country where you are based. Alternatively, you may seek a remedy through local courts if you believe your rights have been breached.
In instances where we process personal information on behalf of our customer, rights requests should be directed to the relevant customer. Any request sent directly to us that pertains to information collected on behalf of a customer will be forwarded on to that customer.
International Data Transfers. Information submitted to Ironclad will be transferred to, processed, and stored in the United States, or for certain customers, the European Union. If you post or transfer any information to or through the Online Services, you are agreeing to such information, including Personally Identifiable Information, being hosted and accessed in the United States or the European Union. Please note that the privacy laws of the United States and the European Union may be different from those in the place where you are a resident.
Where required, we will use appropriate safeguards for transferring data outside of the EEA, Switzerland, and the UK. This includes signing Standard Contractual Clauses that govern the transfers of such data, which may be used in conjunction with additional safeguards. Ironclad is also certified under the Data Privacy Framework, see Ironclad's Data Privacy Framework notice here. For more information about these transfer mechanisms, please contact us as detailed in the “Contact us” section below.
Supplemental Privacy Notice for California Residents
This Supplemental Privacy Notice supplements the information in our Privacy Policy above, and except as provided herein, applies solely to California residents. It applies to personal information we collect on or through the Online Services and through other means (such as information collected offline, in person, and over the telephone). It does not apply to personal information we collect from our employees and job applicants in their capacity as employees and job applicants. It also does not apply to personal information we process as a service provider.
Summary of Information We Collect
If you are a California resident, California law requires us to provide you with some additional information regarding how we collect, use, and disclose your “personal information” and "sensitive personal information" (as defined in the California Consumer Privacy Act (“CCPA”)).
Throughout our Privacy Policy, we describe the specific pieces of personal information and sensitive personal information we collect, the sources of that information, and how we disclose it. Under the CCPA, we also have to provide you with the "categories" of personal information we collect and disclose for “business purposes” (as those terms are defined by applicable law). Those categories are identifiers (such as name, address, email address, phone number, other account information, and cookies); commercial information (such as transaction data); financial data (such as credit card and other financial account information); internet or other network or device activity (such as IP address or service usage); geolocation information (general location); inference data about you; sensory information (such as audio recordings if you call customer service); professional or employment related data; education data; insurance (including health insurance) information; medical information; physical characteristics or description; legally protected classifications (such as gender); other information that identifies or can be reasonably associated with you.The categories of sensitive personal information are account log-in, financial account information, and password or other credentials allowing access to your account.
We collect the categories of personal information identified above from the following sources: (1) directly from you; (2) through your use of the Online Services; (3) affiliates; and (4) third parties such as social networks and other Ironclad users.
We or our service providers may collect and disclose the above categories of information for the purposes described in our Privacy Policy. This includes the following business or commercial purposes (as those terms are defined in applicable law):
- Our or our service provider’s operational purposes;
- Auditing consumer interactions on our site;
- Detecting, protecting against, and prosecuting security incidents and fraudulent or illegal activity;
- Bug detection and error reporting;
- Customizing content that we or our service providers display on the Online Services;
- Providing the Online Services (e.g., account servicing and maintenance, order processing and fulfillment, customer service, advertising and marketing, analytics, and communication about the Online Services);
- Improving the Online Services and developing new services (e.g., by conducting research to develop new products or features);
- Other uses that advance our commercial or economic interests, such as third party advertising and communicating with you about relevant offers from third party partners;
- Other uses about which we notify you.
We may also use the above categories of personal information for compliance with applicable laws and regulations, and we may combine the information we collect (“aggregate”) or remove pieces of information (“de-identify”) to limit or prevent identification of any particular user or device.
We describe our information disclosure practices in our Privacy Policy. We may disclose certain categories of personal information with third parties (as defined by the CCPA) for the business purposes described above. For example, we may disclose identifiers and other information that identifies or can reasonably be associated with you with counterparties to your agreements. We may disclose identifiers with our marketing partners, and we may also disclose any of the categories described above with our subsidiaries and affiliates. If you connect your account with social media services or interact with social media plugins or links on the Online Service, we may disclose identifiers, commercial information, internet or other network or device activity, or general location with those social media services.
Consumer Rights
If you are a California resident, you may have certain rights. California law may permit you to request that we:
- Provide you the categories of personal information we have collected or disclosed about you; the categories of sources of such information; the business or commercial purpose for "collecting," "selling," or "sharing" your personal information; the categories of third parties to whom we disclose or "sell," or with whom we "share," personal information; and the categories of personal information we "sell."
- Provide access to and/or a copy of certain information we hold about you.
- Delete certain information we have about you.
- Correct inaccurate personal information that we maintain about you.
You may have the right to receive information about the financial incentives that we offer to you (if any). You also have the right to not be discriminated against (as provided for in applicable law) for exercising certain of your rights. Certain information may be exempt from such requests under applicable law. We need certain types of information so that we can provide the Online Services to you. If you ask us to delete it, you may no longer be able to access or use the Online Services.
In instances where we process personal information on behalf of our customer, rights requests should be directed to the relevant customer. Any request sent directly to us that pertains to information collected on behalf of a customer will be forwarded on to that customer.
If you would like to exercise any of these rights, you can submit a request at privacy@ironcladhq.com, call (855) 999-4766, or submit the Consumer Rights Request Form. You will be required to verify your identity before we fulfill your request. To do so, you will need to provide information to match with our existing records to verify your identity, depending on the nature of the request and the sensitivity of the information sought. You can also designate an authorized agent to make a request on your behalf. To do so, you must provide us with written authorization or a power of attorney, signed by you, for the agent to act on your behalf. You will still need to verify your identity directly with us.
“Sale” of Personal Information
California residents may opt out of the "sale" of their personal information. The CCPA broadly defines "sale" in a way that may include allowing third parties to receive certain information such as cookie identifiers, IP addresses and/or browsing behavior to add to a profile about your device, browser or you. Such profiles may enable delivery of interest-based advertising by such third parties within their platform or on other sites.
Depending on how you use the Service, we may disclose the following categories of information for such interest-based advertising, which may be considered a “sale” as defined by the CCPA: identifiers (such as IP address, device identifiers, and cookies) and internet and device activity. To opt out of such "sales," please submit a request to privacy@ironcladhq.com or submit the Consumer Rights Request Form.
"Sharing" of Personal Information
California residents may opt out of the "sharing" of their personal information. The CCPA defines "sharing" as the targeting of advertising to a consumer based on that consumer's personal information obtained from the consumer's activity across websites. We "share" information fo these purposes to provide more relevant and tailored advertising to you regarding our Services. As part of this advertising, we may "share" identifiers (such as IP address, device identifiers, and cookies) and internet and device activity with advertising platforms and advertising networks. To opt out of such "sharing," please submit a request to privacy@ironcladhq.com or submit the Consumer Rights Request Form.
Children Under 16
We do not knowingly "sell" or "share" the personal information of children under 16.
Sensitive Personal Information
The CCPA also allows you to limit the use or disclosure of your "sensitive personal information" (as defined in the CCPA) if your sensitive personal information is used for certain purposes. Please note that we do not use or disclose sensitive personal information other than for purposes for which you cannot opt out under the CCPA.
Retention of Your Personal Information
Please see the "Data Retention" section above.
California Shine the Light
We do not disclose personal information to third parties for their direct marketing purposes.
Children’s Privacy
The Online Services are not directed to children under the age of 13. We do not knowingly collect personal information (as that term is defined in the Children’s Online Privacy Protection Act (COPPA)) from children under 13. If we discover that an individual under 13 has provided us with personal information, we will delete the personal information to the extent required by COPPA.
We do not knowingly process data of EU residents under the age of 16 without parental consent. If we become aware that we have collected data from an EU resident under the age of 16 without parental consent, we will take reasonable steps to delete it as soon as possible.
Changes to this Policy
We may update this privacy policy to reflect changes to our information practices. If we make any material changes a notice may be posted on this page along with the updated Privacy Policy prior to the change becoming effective. We encourage you to periodically review this page for the latest information on our privacy practices.
Contact Us
If you have any questions or concerns regarding our Privacy Policy, please contact us at privacy@ironcladhq.com.
Clickwrap Order Form Rider
Version 4.2
Effective March 20th 2023
DownloadTable of Contents
Clickwrap Order Form Rider
This Clickwrap Order Form Rider (“Rider”) governs your (“Customer”) use of and access to Ironclad Clickwrap products and services referenced in the attached Order Form (“Clickwrap Services”). This Rider and the attached Order Form are part of and incorporate by reference the Enterprise Services Agreement, or similar primary agreement, signed between you and Ironclad (“Agreement”). For the avoidance of doubt, this Rider supplements the Agreement and the Clickwrap Services are included in the definition of “Enterprise Services”, or similar term describing the Ironclad digital contracting platform, in the Agreement. In the event of any conflict or inconsistency between the Agreement and this Rider solely with respect to the Clickwrap Services, the terms and conditions in the Rider will prevail and be controlling.
Third Party | Processing Activity |
---|---|
Amazon Web Services | Cloud service provider for hosting |
MongoDB Atlas | Cloud service provider for database hosting and management |
Twilio | Inbound/outbound SMS and mobile messaging provider |
Twilio SendGrid | Outbound email service provider |
MailChimp | Outbound email service provider |
FullStory | Cloud-based customer experience and insight service provider |
Intercom | Cloud-based customer support and live chat service provider |
Planhat | Cloud-based customer success service provider |
Zapier | Cloud-based workflow automation service provider |
Fivetran | Cloud-based ELT (extract, load, transform) service provider |
To the extent necessary to fulfill Ironclad’s contractual obligations under the Order Form and this Rider, Customer hereby authorizes Ironclad to engage these subprocessors. Any third-party processing of Customer personal data shall be consistent with Customer’s reasonable documented instructions and comply with all applicable data protection law(s).
SERVICE LEVEL AGREEMENT
Availability Per Calendar Month | Service Credit |
< 99.5% - >= 99.0% | 1% of the Annual Subscription Fee |
< 99.0% - >= 95.0% | 2% of the Annual Subscription Fee |
< 95.0% | 3% of the Annual Subscription Fee |
Product Descriptions
Version 3.20
Effective March 7th 2025
DownloadTable of Contents
Subscription Packages
Ironclad CLM provides access to create, manage, and store contracts. Our CLM packages are designed to meet a range of needs, and vary in the number of workflows, number of users, and type of success plans they provide. While they’ve been developed based on the usage patterns of our customer base, we know that each customer is unique, and that customers may need more entitlements over time. Additional entitlements can be purchased, and are outlined in the section, “Subscription Add-Ons”.
- eSignature providers: Docusign, Adobe Acrobat Sign, Dropbox Sign (formerly HelloSign)
- Cloud Storage: Google Drive, OneDrive, Box, DropBox, Egnyte
- SSO: SAML based single sign on
Ironclad Clickwrap provides access to Ironclad Clickwrap. Our packages are designed to meet a range of needs, and vary in the features offered, as well as the number of embedded contracts and APIs/month they provide. All packages include APIs, JS Snippets, and SDKs; configurable clickwrap layouts and styles; and ability to manage online terms with Legal Centers. Higher tier packages may also include features like dynamic and multi-language support clickwrap agreements; custom branding, HTML, CSS of Legal Centers; custom domain; snapshots and more. While our packages have been developed based on the usage patterns of our customer base, we know that each customer is unique, and that customers may need more entitlements over time. Additional entitlements can be purchased, and are outlined in the section, “Subscription Add-Ons”.
Subscription Add-Ons
Workflows are processes configured in Workflow Designer to create, review, sign, and archive contracts. Workflows can accommodate multiple templates, depending on Customer’s business process and templates, but, as a best practice, Ironclad recommends limiting a single workflow to one contract type, with no more than three unique contract templates.
Standard Users have the ability to:
- View contracts in the Repository and Dashboard
- Create contract requests using workflow launch forms or via the Salesforce integration, if applicable.
- Manage and update contract versions using Ironclad Editor, Share Document, and document upload/download functionality.
- Collaborate and track workflow steps using Activity Feed, @mentions, and ad-hoc approvals.
A user account is associated with a single email address. Multiple individuals may not share the same user account unless those individuals also have their own independent accounts.
Power Users have the same permissions as Standard Users as well as the abilities to:
- Be designated as a workflow approver or signer.
- Create and maintain workflows in Workflow Designer.
- Manage Groups, API Access, User Management, and Integration settings.
Smart Import – Smart Import automatically extracts important contract data for verification when a customer uploads contracts to their Repository. Customers receive 500 trial uploads included with the Ironclad CLM platform at no additional cost and may purchase additional access after 500 uploads.
Additional 1TB of Storage – Additional storage beyond the standard 1 TB amount.
API Access includes access to REST endpoints, webhooks, authentication tokens, and Ironclad-side configuration settings for Ironclad Workflows and Repository. API Access is governed by the API Terms of Use at https://legal.ironcladapp.com/api-terms-of-use, which are incorporated by reference here. API Access does not include access to Ironclad Clickwrap API endpoints for interacting with Ironclad's clickwrap transaction platform.
Salesforce Integration includes access to Ironclad’s Salesforce Managed Package through the Salesforce AppExchange and access to Ironclad-side configuration settings to configure the following functionality:
- Workflow Launch: Launch workflows from Salesforce using a custom button and map Salesforce fields to Ironclad workflow attributes.
- Workflow Sync: Sync Ironclad process data to Salesforce via a custom object and provide users with the ability to refresh Ironclad workflows with updated source data from Salesforce.
- Record Sync: Sync completed contracts and properties from Ironclad’s Repository to Salesforce’s standard Contract object or a custom object.
Coupa Integration streamlines the contract process for procurement with the ability to:
- Launch an Ironclad Workflow from a requisition request.
- Automatically approve workflows in Ironclad based on Coupa approvals.
- Automatically hold purchase order generation until a contract is executed in Ironclad.
- Launch a workflow in Ironclad from a list of vendors pulled in from OneTrust
- Map specific metadata from OneTrust on the vendor that you want to include on specific workflows
- Launch a new engagement in OneTrust for that vendor
- Create a new vendor in OneTrust and prevent approvals of the contract prior to the vendor being approved in OneTrust
Non-Production Separate Instance – Ironclad instance for non-production uses such as training and testing.
Production Separate Instance – Ironclad instance for production uses that would separate the included Ironclad accounts from Customer’s other Ironclad production instances.
Clickwrap for CLM enables:
- Click-to-Accept as a mode of acceptance within Workflow Designer
- A specified number of Click-to-Accept agreements (shown in the Order Form) per year across all workflows
- Public Workflows
Embedded Contract Locations allow users of Ironclad Clickwrap to choose online terms to be presented in a clickwrap agreement, clickwrap layout and style, and additional options for tracking acceptance of clickwrap agreements.
Additional Embedded Contract Locations provide additional configurations to track separate, distinct locations of clickwrap agreements such as clickwrap agreements for different brands, applications, websites, or mobile apps.
Snapshot Locations are defined as locations or URLs where Snapshots will be taken. Snapshot Locations can be set up with an Embedded Contract Location to capture metadata of a clickwrap agreement as well as visual evidence of what the clickwrap agreement looked like when it was presented to the counterparty. Snapshot Locations can be set up to automatically capture this visual evidence on a daily, weekly, or monthly cadence for web and mobile web URLs.
- Adapt the quality and accuracy of AI results as well as improve the ability to understand any unique data and domain knowledge and context. 100 Custom AI clauses are included.
- Train and fine-tune Ironclad AI models for improved performance on customers’ most important clauses & provisions. Available to all Ironclad customers (NA & EUDC).
Success Plans
The Standard Success Plan helps you achieve your goals with self-guided resources and access to 8AM-8PM EST Technical Support.
- Community Success: Unlimited access to live and self-paced training available on Ironclad Academy and Knowledge Base content in the Ironclad Help Center, and exclusive access to the Ironclad Community.
- Technical Support: Access to Ironclad Technical Support Experts from 8AM-8PM EST.
The Priority Success Plan helps you achieve your goals with self-guided resources and accelerated response times with our Technical Support team.
- 24/7 Success Resources: Unlimited access to live and self-paced training available on Ironclad Academy and Knowledge Base content in Ironclad Help Center, and access to the Ironclad Community Forums.
- Technical Support: Access to Ironclad Technical Support Experts from 8AM-8PM EST through written cases.
The Premier Success Plan provides you with access to success management assistance during business hours, including proactive health monitoring; adoption guidance and 24x7 technical support for mission critical incidents.
- Community Success:Unlimited access to live and self-paced training available on Ironclad Academy and Knowledge Base content in the Ironclad Help Center, and exclusive access to the Ironclad Community.
- Digital Success Management: Access to on-demand success resources to assist with providing adoption; best practices and use-case optimization on the Ironclad platform.
- Technical Support: Access to Ironclad Technical Support Experts from 8AM-8PM EST including 24x7 access for mission critical incidents.
The Enterprise Success Plan provides you with our highest level of access to success management assistance during business hours, including proactive health monitoring, adoption guidance and 24x7 technical support for mission critical incidents.
- Community Success: Unlimited access to live and self-paced training available on Ironclad Academy and Knowledge Base content in the Ironclad Help Center, and exclusive access to the Ironclad Community.
- Designated Success Manager: Direct access to a designated Customer Success Manager, responsible for leading business reviews with usage metric analysis
- Technical Support: Access to Ironclad Technical Support Experts from 8AM-8PM EST including 24x7 access for mission critical incidents.
Jurist
Data Processing Addendum
Version 3.9
Effective December 13th 2024
DownloadTable of Contents
This Data Processing Addendum (“Addendum”) may be referenced and incorporated by reference into an Enterprise Services Agreement (the “Agreement”) between Ironclad, Inc. (“Ironclad”) and a customer (“Customer” (collectively the “Parties”)).
- Subject Matter and Duration.
- Subject Matter. This Addendum reflects the Parties’ commitment to abide by Applicable Data Protection Laws concerning the Processing of Customer Personal Data in connection with Ironclad’s execution of the Agreement. All capitalized terms that are not expressly defined in this Data Processing Addendum will have the meanings given to them in the Agreement. If and to the extent language in this Addendum or any of its Exhibits conflicts with the Agreement, this Addendum shall control.
- Duration and Survival. This Addendum will become legally binding upon the Effective Date of the Agreement or upon the date upon which both Parties have signed this Addendum, if it is completed after the Effective Date of the Agreement. Ironclad will Process Customer Personal Data until the relationship terminates as specified in the Agreement. Ironclad’s obligations and Customer’s rights under this Addendum will continue in effect so long as Ironclad Processes Customer Personal Data.
- Definitions. For the purposes of this Addendum, the following terms and those defined within the body of this Addendum apply.
- “Applicable Data Protection Law(s)” means the relevant data protection and data privacy laws, rules and regulations to which the Customer Personal Data are subject. “Applicable Data Protection Law(s)” shall include, but not be limited to, EU General Data Protection Regulation 2016/679 (“GDPR”) principles and requirements, the United Kingdom Data Protection Act 2018, the California Consumer Privacy Act of 2018 (as amended by the California Privacy Rights Act) (“CCPA”), and its implementing regulations, and other United States state data protection and privacy laws and regulations similar to or modeled on the California Privacy Law, including the Virginia Consumer Data Protection Act, the Colorado Privacy Act and related regulations, the Utah Consumer Privacy Act, and the Connecticut Act Concerning Personal Data Privacy and Online Monitoring. For the avoidance of doubt, if Ironclad’s processing activities involving Customer Personal Data are not within the scope of an Applicable Data Protection Law, such law is not applicable for purposes of this Addendum.
- “Customer Personal Data” means Personal Data pertaining to Customer’s users or employees Processed by Ironclad to provide the Services. The Customer Personal Data and the specific uses of the Customer Personal Data are detailed in Exhibit 1 attached hereto, as required by the GDPR.
- “Controller” means the natural or legal person, public authority, agency or other body which, alone or jointly with others, determines the purposes and means of the Processing of Personal Data.
- "Data Privacy Framework" means the EU-US Data Privacy Framework, the Swiss-US Data Privacy Framework, and the UK Extension to the EU-US Data Privacy Framework self-certification programs (as applicable) operated by the U.S. Department of Commerce, as may be amended, superseded, or replaced from time to time.
- “Personal Data” shall have the meaning assigned to the terms “personal data” or “personal information” under Applicable Data Protection Law(s).
- “Process,” “Processes,” “Processing,” “Processed” means any operation or set of operations which is performed on data or sets of data, whether or not by automated means, such as collection, recording, organization, structuring, storage, adaptation or alteration, retrieval, consultation, use, disclosure by transmission, dissemination, or otherwise making available, alignment or combination, restriction, erasure, or destruction.
- “Processor” means a natural or legal person, public authority, agency or other body which Processes Customer Personal Data on behalf of Customer subject to this Addendum.
- “Security Incident(s)” means the breach of security leading to the accidental or unlawful destruction, loss, alteration, unauthorized disclosure of, or access to Customer Personal Data Processed by Ironclad.
- “Services” means any and all services that Ironclad performs under the Agreement.
- “Standard Contractual Clauses” means the UK Standard Contractual Clauses, and/or the 2021 Standard Contractual Clauses.
- “Third Party(ies)” means Ironclad’s authorized contractors, agents, vendors and third party service providers that Process Customer Personal Data.
- “UK Standard Contractual Clauses” means the International Data Transfer Addendum to the EU Commission Standard Contractual Clauses, available at https://ico.org.uk/media/for-organisations/documents/4019538/international-data-transfer-agreement.pdf and completed as described below.
- “2021 Standard Contractual Clauses" means the Standard Contractual Clauses issued pursuant to the EU Commission Implementing Decision (EU) 2021/914 of 4 June 2021 on standard contractual clauses for the transfer of personal data to third countries pursuant to Regulation (EU) 2016/679 of the European Parliament and of the Council, available at http://data.europa.eu/eli/dec_impl/2021/914/oj and completed as described below.
- Data Use and Processing.
- Compliance with Laws. Customer Personal Data shall be Processed in compliance with the terms of this Addendum and all Applicable Data Protection Law(s). Ironclad will provide the same level of protection for Customer Personal Data subject to the CCPA as is required of Customer under the CCPA.
- Purpose Limitation. Ironclad will not Process Customer Personal Data for any purpose other than for the specific purposes set forth in the Agreement or outside the direct business relationship between Customer and Ironclad, unless obligated to do otherwise by applicable law. In such case, Ironclad will inform Customer of that legal requirement before the Processing unless legally prohibited from doing so. Ironclad shall comply with any applicable restrictions under Applicable Data Protection Law(s) on combining Customer Personal Data with personal data that Ironclad receives from, or on behalf of, another person or persons, or that Ironclad collects from any interaction between it and any individual. Notwithstanding the foregoing, Ironclad may Process Customer Personal Data for any purposes permitted by Applicable Data Protection Law(s) for “service providers” (as defined in the CCPA) or Processors to undertake. Further details regarding Ironclad’s processing operations, including the purposes for processing Customer Personal Data, are set forth in Exhibit 1.
- Documented Instructions. Ironclad and its Third Parties shall Process Customer Personal Data only in accordance with the documented instructions of Customer. The Agreement, including this Addendum, along with any applicable statement of work, constitute Customer’s complete and final instructions to Ironclad regarding the Processing of Customer Personal Data, including for purposes of the Standard Contractual Clauses. Ironclad will, unless legally prohibited from doing so, inform Customer in writing if it reasonably believes that there is a conflict between Customer’s instructions and applicable law or otherwise seeks to Process Customer Personal Data in a manner that is inconsistent with Customer’s instructions.
- Authorization to Use Third Parties. To the extent necessary to fulfill Ironclad’s contractual obligations under the Agreement or any statement of work, Customer hereby authorizes (i) Ironclad to engage Third Parties and (ii) Third Parties to engage subprocessors.
- Ironclad and Third Party Compliance. Ironclad agrees to (i) enter into a written agreement with Third Parties regarding such Third Parties’ Processing of Customer Personal Data that imposes on such Third Parties (and their subprocessors) data protection and security requirements for Customer Personal Data that are at least as restrictive as the obligations in this Addendum; and (ii) remain responsible to Customer for Ironclad’s Third Parties’ (and their subprocessors if applicable) failure to perform their obligations with respect to the Processing of Customer Personal Data.
- Right to Object to Third Parties. Ironclad’s list of Third Parties that Process Customer Personal Data is available at https://ironcladapp.com/subprocessors/. Prior to engaging any new Third Parties that Process Customer Personal Data, Ironclad will notify Customer via email and allow Customer thirty (30) days to object. If Customer has legitimate objections to the appointment of any new Third Party, the parties will work together in good faith to resolve the grounds for the objection for no less than thirty (30) days, and failing any such resolution, Customer may terminate the part of the service performed under the Agreement that cannot be performed by Ironclad without use of the objectionable Third Party.
- Confidentiality. Any person or Third Party authorized to Process Customer Personal Data must agree to maintain the confidentiality of such information or be under an appropriate statutory or contractual obligation of confidentiality.
- Personal Data Inquiries and Requests. Upon written request from Customer, Ironclad agrees to provide reasonable assistance and comply with all reasonable instructions from Customer related to any requests from individuals exercising their rights in Customer Personal Data granted to them under Applicable Data Protection Laws (e.g., access, rectification, erasure, data portability, etc.). If a request is sent directly to Ironclad, Ironclad shall promptly notify Customer and shall not respond to the request unless Customer has authorized Ironclad to do so. Where necessary, Customer shall inform Ironclad of any other individual rights requests that Ironclad must comply with, and provide the information necessary for Ironclad to comply with the request.
- Government Access Requests. Unless prohibited by applicable law or a legally-binding request of law enforcement, Ironclad shall promptly notify Customer of any request by government agency or law enforcement authority for access to or seizure of Customer Personal Data, and shall render reasonable assistance to Customer, if Customer wishes to contest the access or seizure.
- Data Protection Impact Assessment and Prior Consultation. Upon written request from Customer, Ironclad agrees to provide reasonable assistance at Customer’s expense to Customer where, in Customer’s judgment, the type of Processing performed by Ironclad is likely to result in a high risk to the rights and freedoms of natural persons (e.g., systematic and extensive profiling, Processing sensitive Personal Data on a large scale and systematic monitoring on a large scale, or where the Processing uses new technologies) and thus requires a data protection impact assessment and/or prior consultation with the relevant data protection authorities.
- Sale or “Sharing” of Customer Personal Data Prohibited. Ironclad shall not sell or share Customer Personal Data as the terms "sell" and “share” are defined by the CCPA.
- CCPA Certification. Ironclad hereby certifies that it understands its restrictions and obligations set forth in this Addendum and will comply with them. Ironclad will notify Customer if Ironclad makes a determination that it can no longer meet its obligations under Applicable Data Protection Laws. Customer shall have the right, upon seven (7) business days’ notice, to take reasonable and appropriate steps to stop and remediate any unauthorized use of Customer Personal Data by Ironclad.
- Cross-Border Transfers of Personal Data.
- Cross-Border Transfers of Personal Data. Customer authorizes Ironclad and its Third Parties to transfer Customer Personal Data across international borders, including from the European Economic Area (the “EEA”), the United Kingdom, and Switzerland to the United States. Ironclad and Customer agree to use the Standard Contractual Clauses as the adequacy mechanism supporting the transfer and Processing of Customer Personal Data, as further detailed below.
- 2021 Standard Contractual Clauses. For transfers of Customer Personal Data out of the EEA that are subject to Section 4(a) of this DPA, the 2021 Standard Contractual Clauses will apply and are incorporated into this Addendum. For purposes of this Addendum, the 2021 Standard Contractual Clauses will apply as set forth in this Section 4(b). “Module Two: Transfer controller to processor” will apply and all other module options will not apply. Under Annex 1 of the 2021 Standard Contractual Clauses, the “data exporter” is Customer and the “data importer” is Ironclad and the information required by Annex 1 can be found in Exhibit 1. For the purposes of Annex 2 of the Standard Contractual Clauses, the technical and organizational measures implemented by the data importer are those listed in Section 5 of this Addendum. Clause 7 will not apply. For clause 9, the Parties choose Option 2 and the Parties agree that the time period for prior notice of Third Party changes will be as set forth in 3(f) of this Addendum. For clause 11, the optional language will not apply. For clause 17, the Parties choose Option 1 and the Parties agree that the governing law will be the Republic of Ireland. For clause 18, the Parties agree that the courts of the Republic of Ireland will apply for subsection (b).
- UK Standard Contractual Clauses. For transfers of Customer Personal Data out of the United Kingdom that are subject to Section 4(a) of this Addendum, the UK Standard Contractual Clauses will apply and are incorporated into this Addendum. For purposes of this Addendum, the UK Standard Contractual Clauses will apply as set forth in this Section 4(c). For Table 1 of the UK Standard Contractual Clauses, (i) the Parties’ details shall be the Parties and their affiliates to the extent any of them is involved in such transfer, including those set forth in Annex 1 of the 2021 Standard Contractual Clauses and (ii) the Key Contacts shall be the contacts set forth in Annex 1 of the 2021 Standard Contractual Clauses. The Approved EU SCCs referenced in Table 2 shall be the 2021 Standard Contractual Clauses as executed by the Parties pursuant to this Addendum. For Table 3, Annex 1A, 1B, and II shall be set forth in Annex 1 of the 2021 Standard Contractual Clauses. For Table 4, either party may end the UK Standard Contractual Clauses as set out in Section 19 of the UK Standard Contractual Clauses.
- Switzerland Transfers. For transfers of Customer Personal Data out of Switzerland that are subject to Section 4(a) of this DPA, the 2021 Standard Contractual Clauses will apply and will be deemed to have the differences set forth in this Section 4(d), to the extent required by the Swiss Federal Act on Data Protection (“FADP”). References to the GDPR in the 2021 Standard Contractual Clauses are to be understood as references to the FADP insofar as the data transfers are subject exclusively to the FADP and not to the GDPR. The term “member state” in the 2021 Standard Contractual Clauses shall not be interpreted in such a way as to exclude data subjects in Switzerland from the possibility of suing for their rights in their place of habitual residence (Switzerland) in accordance with Clause 18(c) of the 2021 Standard Contractual Clauses. References to personal data in the 2021 Standard Contractual Clauses also refer to data about identifiable legal entities until the entry into force of revisions to the FADP that eliminate this broader scope.Under Annex I(C) of the 2021 Standard Contractual Clauses (Competent supervisory authority): where the transfer is subject exclusively to the FADP and not the GDPR, the supervisory authority is the Swiss Federal Data Protection and Information Commissioner, and where the transfer is subject to both the FADP and the GDPR, the supervisory authority is the Swiss Federal Data Protection and Information Commissioner insofar as the transfer is governed by the FADP, and the supervisory authority is as set forth in the 2021 Standard Contractual Clauses insofar as the transfer is governed by the GDPR.
- Each party’s signature to this Addendum shall be considered a signature to the Standard Contractual Clauses. If required by the laws or regulatory procedures of any jurisdiction, the Parties shall execute or re-execute the Standard Contractual Clauses as separate documents. In case of conflict between the Standard Contractual Clauses and this Addendum, the Standard Contractual Clauses will prevail.
- Data Privacy Framework. Ironclad participates in and certifies compliance with the Data Privacy Framework. As required by the Data Privacy Framework, Ironclad (i) provides at least the same level of privacy protection as is required by the Data Privacy Framework Principles; (ii) will notify Customer if Ironclad makes a determination it can no longer meet its obligation to provide the same level of protection as is required by the Data Privacy Framework Principles; and (iii) will, upon written notice, take reasonable and appropriate steps to remediate any unauthorized processing of Customer Personal Data.
- Information Security Program.
- Ironclad agrees to implement appropriate technical and organizational measures designed to protect Customer Personal Data as required by Applicable Data Protection Law(s) (the “Information Security Program”). Such measures shall be designed to include:
- Pseudonymisation of Customer Personal Data where appropriate, and encryption of Customer Personal Data in transit and at rest;
- The ability to ensure the ongoing confidentiality, integrity, availability of Ironclad’s Processing and Customer Personal Data;
- The ability to restore the availability and access to Customer Personal Data in the event of a physical or technical incident;
- A process for regularly testing, assessing and evaluating the effectiveness of Ironclad’s Information Security Program to ensure the security of Customer Personal Data from reasonably suspected or actual accidental or unlawful destruction, loss, alteration, unauthorized disclosure or access.
- Ironclad agrees to implement appropriate technical and organizational measures designed to protect Customer Personal Data as required by Applicable Data Protection Law(s) (the “Information Security Program”). Such measures shall be designed to include:
- Security Incidents.
- Security Incident Procedure. Ironclad will deploy and follow policies and procedures to detect, respond to, and otherwise address Security Incidents including procedures to (i) identify and respond to reasonably suspected or known Security Incidents, mitigate harmful effects of Security Incidents, document Security Incidents and their outcomes, and (ii) restore the availability or access to Customer Personal Data in a timely manner.
- Notice. Ironclad agrees to provide prompt written notice without undue delay and within the time frame required under Applicable Data Protection Law(s) (but in no event longer than forty-eight (48) hours) to Customer’s Designated POC upon becoming aware that a Security Incident has taken place. Such notice will include all available details required under Applicable Data Protection Law(s) for Customer to comply with its own notification obligations to regulatory authorities or individuals affected by the Security Incident.
- Audits.
- Right to Audit; Permitted Audits. Ironclad shall make available to Customer and its regulators all information necessary to demonstrate compliance with Applicable Data Protection Laws and this Addendum. Customer and its regulators shall have the right to inspect Ironclad’s architecture, systems, and documentation which are relevant to the security and integrity of Customer Personal Data, or as otherwise required by a governmental regulator:
- Following any notice from Ironclad to Customer of an actual or reasonably suspected Security Incident involving Customer Personal Data;
- Upon Customer’s reasonable belief that Ironclad is not in compliance with Applicable Data Protection Laws, this Addendum or its security policies and procedures under the Agreement;
- As required by governmental regulators;
- For any reason, or no reason at all, once annually.
- Audit Terms. Any audits described in this Section shall be:
- Conducted by Customer or its regulator, or through a third party independent contractor selected by one of these parties, and to whom Ironclad does not reasonably object.
- Conducted during reasonable times.
- Conducted upon reasonable advance notice to Ironclad.
- Of reasonable duration and scope and shall not unreasonably interfere with Ironclad’s day-to-day operations.
- Conducted in such a manner that does not violate any agreement between Ironclad and its service providers, including cloud providers, or violate or cause Ironclad to violate its reasonable policies related to security and confidentiality.
- Third Parties. In the event that Customer conducts an audit through a third party independent auditor or a third party accompanies Customer or participates in such audit, such third party shall be required to enter into a non-disclosure agreement containing confidentiality provisions substantially similar to those set forth in the Agreement to protect Ironclad’s and Ironclad’s customers’ confidential and proprietary information. For the avoidance of doubt, regulators shall not be required to enter into a non-disclosure agreement.
- Audit Results. Upon Ironclad’s request, after conducting an audit, Customer shall notify Ironclad of the manner in which Ironclad does not comply with any of the applicable security, confidentiality or privacy obligations or Applicable Data Protection Laws herein. Upon such notice, Ironclad shall make any necessary changes to ensure compliance with such obligations at its own expense and without unreasonable delay and shall notify Customer when such changes are complete. Notwithstanding anything to the contrary in the Agreement, Customer may conduct a follow-up audit within six (6) months of Ironclad’s notice of completion of any necessary changes. To the extent that a Customer audit identifies any material security vulnerabilities, Ironclad shall promptly remediate those vulnerabilities.
- Right to Audit; Permitted Audits. Ironclad shall make available to Customer and its regulators all information necessary to demonstrate compliance with Applicable Data Protection Laws and this Addendum. Customer and its regulators shall have the right to inspect Ironclad’s architecture, systems, and documentation which are relevant to the security and integrity of Customer Personal Data, or as otherwise required by a governmental regulator:
- Data Storage and Deletion.
- Data Storage. Ironclad will not store or retain any Customer Personal Data except as necessary to perform the Services under the Agreement.
- Data Deletion. Ironclad will abide by the following with respect to deletion of Customer Personal Data:
- Within ninety (90) calendar days of the Agreement’s expiration or termination, Ironclad will securely destroy (per subsection (iii) below) all copies of Customer Personal Data (including automatically created archival copies).
- Upon Customer’s request, Ironclad will promptly return to Customer a copy of all Customer Personal Data within thirty (30) calendar days and, if Customer also requests deletion of the Customer Personal Data, will carry that out as set forth above.
- All deletion of Customer Personal Data will be conducted in accordance with standard industry practices for deletion of sensitive data.
- Tapes, printed output, optical disks, and other physical media will be physically destroyed by a secure method, such as shredding performed by a bonded provider.
- Upon Customer’s request, Ironclad will provide evidence that Ironclad has deleted all Customer Personal Data. Ironclad will provide the “Certificate of Deletion” within thirty (30) calendar days of Customer’s request.
- Contact Information.
- Ironclad and the Customer agree to designate a point of contact for urgent privacy and security issues (a “Designated POC”). The Designated POC for both parties are:
- Ironclad Designated POC: John Fiedler, support@ironcladhq.com
- Customer Designated POC: The individual and/or email specified in the Notices section of the Agreement.
- Ironclad and the Customer agree to designate a point of contact for urgent privacy and security issues (a “Designated POC”). The Designated POC for both parties are:
Exhibit 1
Category | Description |
---|---|
1.1 Subject Matter of Processing | The subject matter of Processing is the Services pursuant to the Agreement, specifically the provision and use of Ironclad’s contract management SaaS application. |
1.2 Duration of Processing | The Processing will continue until the expiration or termination of the Agreement. |
1.3 Categories of Data Subjects | Includes the following:
|
1.4 Nature and Purpose of Processing | Includes the following: Nature: Processing of the data uploaded by Customer to Ironclad's contract management SaaS application. The purpose of Processing of Customer Personal Data by Ironclad is the performance of the Services pursuant to the Agreement. |
1.5 Types of Personal Information | Includes the following:
|
Instant Demo Policy
Version 1.4
Effective September 2nd 2021
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Services Description - Self-Start Implementation Package
Version 1.1
Effective October 7th 2021
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Statement of Work - Accelerate Implementation Package
Version 2.1
Effective December 13th 2022
DownloadTable of Contents
Implementation Services | Description |
Co-building the Workflows | The Project Team (defined below) shall work with Customer’s Project Manager (defined below) to co-build the two (2) workflows identified in the Order Form and as detailed in Section 3 of this SOW (each, a “Workflow” and collectively, the “Workflows”). |
Systems Setup | The Project Team shall update Ironclad settings to allow Customer to setup and configure Customer’s pre-existing Cloud Storage, eSignature, and SSO systems. |
Salesforce Setup (if applicable) | The Project Team shall update Ironclad settings to allow Customer to setup and configure its own Salesforce-side configuration and the Project Team shall advise and assist as detailed in Section 3 of this SOW. |
- Prior to the initial meeting (the “Kickoff Meeting”), Customer will provide Ironclad access to all current and complete copies of the following Customer information relevant to Customer’s first Workflow which Customer has identified as its higher priority Workflow: (i) Customer’s business process (which shall include, without limitation, Customer’s processes, contract approval and signature procedures/matrices, policies, and/or Workflow diagrams); (ii) Customer’s final contract templates, tagged following a convention Ironclad will provide; and (iii) architecture designs and technical integration components (which may include Customer’s fields and logic for SFDC mapping to the extent applicable, and eSignature, SSO, and/or pre-existing Cloud Storage provider information). Subclauses (i) through (iii) herein shall collectively be referred to as the “Business Requirements.”
- Ironclad will review Customer’s Business Requirements for the first Workflow prior to the scheduled Kickoff Meeting.
- The Kickoff Meeting will include an introduction to Ironclad and Ironclad personnel, an overview of the Implementation Services and the Implementation timelines, and questions and clarification (if any) regarding Customer’s submitted Business Requirements relevant to the first Workflow.
- Ironclad will host two (2) live Admin training sessions with a duration of approximately two (2) hours each (together, the “Admin Trainings”) for no more than five (5) Customer attendees per session. The Parties shall mutually agree upon the dates and times of each Admin Training session at least ten (10) business days in advance of such sessions. Each Admin Training shall be scheduled to occur during business hours (8:30am to 5:00pm) in the Central Standard Time Zone. The first Admin Training, “Get to Know Ironclad,” provides an overview of Ironclad’s interface by orienting attendees to the platform and different user types in preparation for (i) building workflows, and (ii) management of inflight contracts and permissions. The second Admin Training, “Design a Workflow and Manage Records,” provides an overview of how to (a) build a workflow in Workflow Designer (“Workflow Designer”), and (b) search, filter, set permissions, and manage notifications in the Repository.
- Ironclad will provide to Customer .pdf versions of the Admin Training decks and the video recordings of the Admin Trainings for reference. For the avoidance of doubt, no resources or trainings will be specifically developed or otherwise customized for Customer.
- Ironclad will rely upon Customer’s Business Requirements to build the first version of Customer’s first Workflow in Workflow Designer.
- The Parties will meet to review Customer’s first Workflow and to further iterate such Workflow using Ironclad’s co-building process until the first Workflow is published on Customer’s production environment. The “co-building” process shall entail Customer’s Project Manager (or another individual designated by the Project Manager) sharing their screen to further iterate on the relevant workflow as Ironclad provides guidance. The intent of the co-building model is to train Customer’s Project Manager on Ironclad’s Workflow Designer functionality and to recommend best practices for future Customer-built workflows.
- Customer will provide Ironclad access to all current and complete copies of Customer’s Business Requirements relevant to Customer’s second Workflow.
- The Parties will meet to review Customer’s Business Requirement for the second Workflow, and Ironclad will ask questions and seek clarification (if applicable) regarding Customer’s submitted Business Requirements relevant to the second Workflow.
- Ironclad will rely upon Customer’s Business Requirements to build the first version of Customer’s second Workflow in Workflow Designer.
- The Parties will meet to review Customer’s second Workflow and to further iterate such Workflow using Ironclad’s co-building process until the second Workflow is published on Customer’s production environment.
- If Customer is purchasing a Salesforce (“SFDC”) Integration as identified in the Order Form, Customer agrees to staff an SFDC administrator who will serve as Customer’s primary point of contact with respect to the SFDC Integration as set forth in this SOW (the “SFDC Administrator”). The SFDC Administrator will be responsible for configuring the Customer's SFDC integration with Ironclad and managing any and all updates in Customer’s SFDC instance in connection with the Implementation. For the avoidance of doubt, Ironclad will neither accept access to nor make any updates directly within Customer’s SFDC instance.
- Ironclad will provide self-service materials and documentation applicable to such SFDC Integration to Customer’s SFDC Administrator or other individual(s) as designated by Customer’s Project Manager.
- Customer will be solely responsible for self-implementing its SFDC Integration within its own SFDC instance, and will be responsible for the ultimate design, build, and testing of all aspects of the SFDC Integration. Notwithstanding the foregoing, Ironclad will meet with Customer for up to two (2) sessions to suggest SFDC and Ironclad integration points, to answer questions related to the SFDC Integration, and to guide Customer on its configuration of the SFDC Managed Package’s features such as Workflow Launch, Workflow Sync, and Record Sync.
- In the event (i) Customer requests more than two (2) Salesforce Guided Setup sessions with Ironclad, and/or (ii) the Project Team provides more than five (5) hours of support to Customer in connection with this Milestone 8, the Parties shall negotiate the terms of a Change Order (defined herein) in accordance with the process set forth in Section 7.
- Ironclad will host one (1) session with Customer to review Customer’s consolidated UAT feedback and to provide guidance to Customer so that Customer can incorporate its UAT feedback into the Workflows accordingly (so long as such updates are comprised of actionable fixes that can be performed using the standard platform-level functionality that Ironclad makes available to all customers).
- For the avoidance of doubt, Ironclad will not be responsible for preparing, documenting, or customizing any of Customer’s UAT Materials. Ironclad will not be responsible for any aspects of the execution of such Customer-led UAT session(s).
- Ironclad will host one (1) session with Customer to provide guidance to Customer regarding the steps to prepare Customer’s production environment for launch. This session will include a walkthrough of: (i) configuration of Customer’s groups, permissions, and admin settings; (ii) end-to-end testing of Customer’s integrations; and (iii) confirmation that Customer’s workflow access settings conform with Customer’s business requirements.
- In connection with the foregoing, Ironclad will also provide to Customer .pdf versions of a toolkit that include launch resources, collateral, and best practices for reference. For the avoidance of doubt, Ironclad will not be responsible for preparing, documenting, or customizing any of Customer’s launch materials, and Ironclad will not be responsible for any aspects of the execution of any Customer-led launch preparation or end user training sessions.
- Upon completion of Customer’s launch of its two (2) Workflows, Ironclad will host one (1) final, post-launch session to answer Customer’s questions, if any, prior to transitioning Customer to Ironclad’s Digital Success Management team.
- Customer understands that Ironclad’s ability to perform the Implementation Services during the SOW Term depends upon Customer’s timely cooperation and collaborative participation with Ironclad.
- Customer will ensure that the appropriate resources (including, without limitation, the necessary business stakeholders, subject matter experts, and/or IT personnel for functional requirements gathering and implementation) attend and participate in all meetings, working sessions, training, and testing.
- Customer will provide an executive sponsor to the Implementation who possesses knowledge of existing Customer processes and has the ability and authority to champion business process changes for Customer.
- Customer will provide a dedicated project manager who will act as Ironclad’s primary point of contact during the SOW Term (the “Project Manager”). The Project Manager shall coordinate all aspects of each Milestone on behalf of the Customer and shall have the ability to engage in all Milestones including, but not limited to, Workflow co-building.
- Customer will keep Ironclad apprised of business, organizational, and technical developments that may have a material impact on the performance of Implementation Services and Milestone timeline.
- Customer is responsible for any organizational change management activities to support the Implementation.
- Customer is responsible for the performance of its employees and agents, including any contribution they make to the Implementation, and for the accuracy and completeness of all data, information, and materials provided to Ironclad.
- The Implementation Services may include advice and recommendations, but Customer understands that all decisions in connection with the implementation of such advice and recommendations will be the responsibility of, and made by, Customer.
- Any materials shared by Ironclad that Ironclad makes available to similarly situated customers (by way of example only, training materials, Ironclad Help Center articles, etc.) are for illustrative purposes only, and Customer is solely responsible for the use, performance, maintenance, and risks associated with such materials.
- A delay impacting the Implementation caused by any third-party vendor providing services or products to Customer will be considered Customer’s responsibility.
- Ironclad is not responsible for any alteration or other modification made, during or after the completion of the Implementation, by Customer or third parties working on Customer’s behalf.
- Customer will obtain, at its own cost and expense, all third-party software, licenses, warranties, required hardware, and maintenance agreements. For the avoidance of doubt, Ironclad will not be responsible for: (i) delivery of custom demos; (ii) custom software development (including, without limitation, scripting, testing, deployment, and/or maintenance); (iii) changes to or advice on third-party systems or custom integrations (e.g., middleware); or (iv) alterations to Ironclad’s standard platform-level functionality that Ironclad makes available to all customers.
- Customer is responsible for overall project management, template rationalization, business process design, testing, end user training, change management, and any integration build not explicitly listed or defined in this SOW.
- Customer is responsible for the ongoing maintenance and updates of the completed Workflows during the SOW Term and following the SOW Expiration Date.
- To the extent configurable components of a Workflow and/or the contract template(s) must be in a language other than English, Customer will be responsible for performing any translations required.
- The Implementation Services will be provided remotely via videoconferencing and in English.
Statement of Work - Launchpad Implementation Package
Version 3.2
Effective December 13th 2022
DownloadTable of Contents
Implementation Services | Description |
Workflow Building and System Enablement for the Workflow | The Project Team (defined below) shall advise and enable Customer’s Project Manager (defined below) to build the workflow agreed upon in the Kickoff Meeting as detailed in Section 3 of this SOW (hereafter, the “Workflow”). |
Systems Setup | The Project Team shall update Ironclad settings to allow Customer to setup and configure Customer’s pre-existing Cloud Storage, eSignature, and SSO. |
- Prior to the commencement of the Kickoff Meeting (defined below), Customer will provide Ironclad access to all current and complete copies of the following Customer information relevant to Customer’s Workflow: (i) Customer’s business process (which shall include, without limitation, Customer’s processes, contract approval and signature procedures/matrices, policies, and/or workflow diagrams); (ii) Customer’s contract template, conspicuously annotated with dynamic fields and conditional logic; and (iii) architecture designs and technical integration components (which may include Customer’s eSignature, SSO, and/or pre-existing Cloud Storage provider information). Subclauses (i) through (iii) herein shall collectively be referred to as the “Business Requirements.”
- Prior to the commencement of the Kickoff Meeting, Ironclad will also provide two (2) pre-recorded Admin training sessions (together, the “Admin Trainings”) to Customer for Customer to view prior to the Kickoff Meeting (defined below). Each Admin Training Session will have a duration of approximately one (1) hour each.
- The first Admin Training, “Get to Know Ironclad,” provides an overview of Ironclad’s Workflow Designer (hereafter, “Workflow Designer”) interface by orienting Customer’s Project Manager to the platform and different user types and permissions.
- The second Admin Training, “Design a Workflow and Manage Records,” provides an overview of how to build a workflow in Workflow Designer and how to search, filter, set permissions, and manage notifications in the Repository.
- Ironclad will provide to Customer .pdf versions of the Admin Training decks and the video recordings of the Admin Trainings for reference. For the avoidance of doubt, no resources or trainings will be specifically developed or otherwise customized for Customer.
- Ironclad will conduct an initial meeting (the “Kickoff Meeting”) which will include an introduction to Ironclad and Ironclad personnel, an overview of the Implementation Services and the Implementation timelines, and questions and clarification (if any) of Customer’s submitted Business Requirements relevant to the Workflow.
- The Parties will conduct an initial session where Ironclad and Customer will collaboratively configure the first version of Customer’s Workflow in Workflow Designer in accordance with Customer’s Business Requirements.
- Such “collaborative configuration” process shall entail Customer’s Project Manager (or another individual designated by the Project Manager) sharing their screen to build the Workflow as Ironclad provides guidance.
- The Parties will conduct a second session using the collaborative configuration process where Customer’s Project Manager further iterates such Workflow.
- Ironclad will also advise upon best practices for Customer to setup and configure Customer’s pre-existing Cloud Storage, eSignature, and SSO systems.
- Ironclad will host a final Workflow iteration session to finalize the Workflow with Customer to include a walkthrough of the Workflow’s (i) launch form, (ii) review step, and (iii) sign step.
- Ironclad will also advise upon best practices on (a) file path management and file storage, (b) Repository access, and (c) Workflow roles. At the conclusion of this session, Customer agrees to review the Workflow end-to-end to confirm that the Workflow is ready for launch and conforms with Customer’s Business Requirements.
- Ironclad will host one (1) session with Customer to provide guidance to Customer regarding the steps to prepare Customer’s production environment for launch. This session will include a walkthrough of: (i) configuration of Customer’s groups, permissions, and admin settings; (ii) end-to-end testing of Customer’s integrations; and (iii) confirmation that Customer’s workflow access settings conform with Customer’s Business Requirements.
- In connection with the foregoing, Ironclad will also provide to Customer .pdf versions of a toolkit that include launch resources, collateral, and best practices for reference. For the avoidance of doubt, Ironclad will not be responsible for preparing, documenting, or customizing any of Customer’s launch materials, and Ironclad will not be responsible for any aspects of the execution of any Customer-led launch preparation or end user training sessions.
- Upon completion of Customer’s launch of its Workflow, Ironclad will host one (1) final, post-launch session to answer Customer’s questions, if any, prior to transitioning Customer to Ironclad’s Digital Success Management team.
- Customer understands that Ironclad’s ability to perform the Implementation Services during the SOW Term depends upon Customer’s timely cooperation and collaborative participation with Ironclad.
- Customer will ensure that the appropriate resources (including, without limitation, the necessary business stakeholders, subject matter experts, and/or IT personnel for functional requirements gathering and implementation) attend and participate in all meetings, working sessions, training, and testing.
- Customer will provide an executive sponsor to the Implementation who possesses knowledge of existing Customer processes and has the ability and authority to champion business process changes for Customer.
- Customer will provide a dedicated Project Manager who will act as Ironclad’s primary point of contact during the SOW Term (the “Project Manager”). The Project Manager shall coordinate all aspects of each meeting on behalf of the Customer and shall have the ability to engage in all meetings including, but not limited to, Workflow building.
- Customer will keep Ironclad apprised of business, organizational, and technical developments that may have a material impact on the performance of Implementation Services and timelines.
- Customer is responsible for any organizational change management activities to support the Implementation.
- Customer is responsible for the performance of its employees and agents, including any contribution they make to the Implementation, and for the accuracy and completeness of all data, information, and materials provided to Ironclad.
- The Implementation Services may include advice and recommendations, but Customer understands that all decisions in connection with the implementation of such advice and recommendations will be the responsibility of, and made by, Customer.
- Any materials shared by Ironclad that Ironclad makes available to similarly situated customers (by way of example only, training materials, Ironclad Help Center articles, etc.) are for illustrative purposes only, and Customer is solely responsible for the use, performance, maintenance, and risks associated with such materials.
- A delay impacting the Implementation caused by any third-party vendor providing services or products to Customer will be considered Customer’s responsibility.
- Ironclad is not responsible for any alteration or other modification made, during or after the completion of the Implementation, by Customer or third parties working on Customer’s behalf.
- Customer will obtain, at its own cost and expense, all third-party software, licenses, warranties, required hardware, and maintenance agreements. For the avoidance of doubt, Ironclad will not be responsible for: (i) delivery of custom demos; (ii) custom software development (including, without limitation, scripting, testing, deployment, and/or maintenance); (iii) changes to or advice on third-party systems or custom integrations (e.g., middleware); or (iv) alterations to Ironclad’s standard platform-level functionality that Ironclad makes available to all customers.
- Customer is responsible for overall project management, template rationalization, business process design, testing, end user training, change management, and any integration build not explicitly listed or defined in this SOW.
- Customer is responsible for the ongoing maintenance and updates of completed workflow(s) during the SOW Term and following the SOW Expiration Date.
- To the extent configurable components of a Workflow and/or the contract template(s) must be in a language other than English, Customer will be responsible for performing any translations required.
- The Implementation Services will be provided remotely via videoconferencing and in English.
Statement of Work - Optimization Services Package
Version 2.0
Effective July 28th 2022
DownloadTable of Contents
Ironclad Statement of Work for Optimization Services Package
This Ironclad Statement of Work for Optimization Services Package (the “Statement of Work” or “SOW”) effective as of the start date specified in the Order Form (the “SOW Effective Date”) describes the scope of work to be provided to the customer identified in the Order Form (“Customer”) by Ironclad, Inc. (“Ironclad”), and is governed by the terms of the Enterprise Services Agreement or similar primary agreement by and between Customer and Ironclad (the “Governing Agreement”). Each of Ironclad and Customer are sometimes referred to herein individually as a “Party” and collectively as the “Parties.” Notwithstanding any other defined term used in this SOW, the Governing Agreement, or the applicable Order Form, the term “Enterprise Services” as used herein shall mean Ironclad’s cloud-based web platform delivered and accessible through https://www.ironcladapp.com.
- Scope of Services
A.Description of In-Scope Professional Services
During the SOW Term (defined below), Ironclad is available to perform any of the services detailed below at Customer’s option (the “Professional Services”) to assist in optimizing Customer’s Workflow(s) (defined below), to train Customer to achieve proficiency in the functionality of the Enterprise Services, and to accomplish the Purpose as defined in the Order Form (collectively, the “Project”), provided, however, that Customer satisfies its responsibilities and assumptions as further detailed in Section 5 of this SOW. Customer acknowledges and agrees that the scope of Professional Services is explicitly limited to the Professional Services detailed in Section 3 of this SOW, and that all other configuration, ongoing support, or consulting services are outside the scope of this SOW. Further, this SOW is not intended to add or modify any terms of the Governing Agreement or the applicable Order Form.
Professional Services | Description |
Workflow Update Support and Optimization | The Project Team (defined below) shall advise and enable Customer’s Project Manager (defined below) to build and/or update workflow(s) and as detailed in Section 3 of this SOW (each, hereafter, a “Workflow” and together the “Workflows”). |
Salesforce (“SFDC”) Support (if applicable) | The Project Team shall advise and enable Customer’s Project Manager to update or configure Customer’s own Salesforce-side configurations of the relevant Workflow(s) as detailed in Section 3 of this SOW. |
B.Out-of-Scope
Customer acknowledges and agrees that the scope of Professional Services is explicitly limited to the Professional Services detailed in this SOW, and that all other configuration, ongoing support, or consulting services, including, without limitation, the following items, are outside the scope of this SOW: (i) migration of legacy contracts into Ironclad’s Dynamic Repository (hereafter, the “Repository”); (ii) preparation of user acceptance testing or “UAT” materials and execution of UAT sessions; (iii) preparation of a cutover plan and subsequent migration and publication of the Customer’s Workflow; (iv) preparation of launch materials; (v) preparation of end user training materials and execution of end user training sessions; (vi) system for cross-domain identity management or “SCIM” group management and user attribute syncing; (vii) overall change management and program management; and (viii) delivery of any integration build. For the avoidance of doubt, Customer will be responsible for the ultimate design, build, and testing of any and all integrations.
2. Project Timeline
The “SOW Term'' commences on the SOW Effective Date and shall conclude on the earlier of (i) the date that is ninety (90) calendar days after the SOW Effective Date, or (ii) the date that the Project Team completes ten (10) hours of Professional Services for each Optimization Services Package purchased in the Order Form (the “Hours Cap”) (such earlier date, the “SOW Expiration Date”). Ironclad expects to deliver the Professional Services within 60 days of the SOW Effective Date, and Ironclad’s hours spent on Professional Services shall not exceed the Hours Cap. Ironclad’s hours commitment, inclusive of unused hours, expires on the SOW Expiration Date. Customer acknowledges and agrees that Ironclad’s ability to perform the Professional Services during the SOW Term depends upon Customer’s timely cooperation and collaborative participation at all times. Ironclad will not be responsible for any delay to the extent caused by actions or inactions of Customer.
3. Professional Services
During the SOW Term, the Project Team is available to perform the following Professional Services at Customer’s option within the described phases (each a “Phase” and together the “Phases”). The actual Professional Services to be provided, and their respective Phases, shall be mutually agreed upon by the Parties at the Kickoff Meeting. Not all Professional Services or Phases listed may be applicable or necessary to accomplish the Purpose.
Phase 1: Kickoff & Business Requirements Review
- Prior to the initial meeting (the “Kickoff Meeting”), Customer will provide Ironclad access to all current and complete copies of the following Customer information relevant to Customer’s Workflow(s): (i) Customer’s business process (which shall include, without limitation, Customer’s processes, contract approval and signature procedures/matrices, policies, and/or Workflow diagrams); (ii) Customer’s final contract templates; and (iii) architecture designs and technical integration components (which may include Customer’s fields and logic for SFDC mapping to the extent applicable, and eSignature, SSO, and/or pre-existing Cloud Storage provider information). Subclauses (i) through (iii) herein shall collectively be referred to as the “Business Requirements.”
- Ironclad will review Customer’s Business Requirements for the relevant Workflows prior to the scheduled Kickoff Meeting.
- The Kickoff Meeting will include an introduction to Ironclad and Ironclad personnel, an overview of the Professional Services the Project Team is available to perform, questions and clarifications (if any) regarding Customer’s submitted Business Requirements, if necessary, an end-to-end demonstration of Ironclad’s Workflow Designer, which shall be provided at Customer’s request (“Workflow Designer”), and alignment on the Professional Services Customer wishes the Project Team to perform.
Phase 2: Workflow Optimization
- Upon Customer’s request, Ironclad will rely upon Customer’s Business Requirements to suggest changes or improvements to the Workflow(s).
- Upon Customer’s request, the Parties will meet to review and answer open Customer questions that relate to the Workflow(s) and to review Customer’s Workflow(s) and to further iterate such Workflow(s) using a co-building process. The “co-building” process shall entail Customer’s Project Manager (or another individual designated by the Project Manager) sharing their screen to further iterate on the relevant workflow as Ironclad provides guidance. The intent of the co-building model is to train Customer’s Project Manager on Ironclad’s Workflow Designer functionality and to recommend best practices for future Customer-built workflows.
Phase 3: Salesforce Guided Setup for the Workflows
- If Customer is purchasing or has purchased an SFDC Integration as identified in the Order Form, at Customer’s request Ironclad will provide self-service materials and documentation applicable to such SFDC Integration to Customer’s SFDC administrator or other individual(s) as designated by Customer’s Project Manager.
- For the avoidance of doubt, Customer will be solely responsible for self-implementing its SFDC Integration within its own SFDC instance. Notwithstanding the foregoing, Ironclad will meet with Customer to suggest SFDC and Ironclad integration points and to guide Customer on its configuration of SFDC Integration features such as Workflow Launch, Workflow Sync, and Record Sync.
Phase 4: Customer-led User Acceptance Testing (“UAT”) Questions & Feedback
- Upon Customer’s request, Ironclad will meet with Customer to review Customer’s consolidated UAT feedback and to provide guidance to Customer so that Customer can incorporate its UAT feedback into the Workflow(s) accordingly (so long as such updates are comprised of actionable fixes that can be performed using the standard platform-level functionality that Ironclad makes available to all customers).
- For the avoidance of doubt, Ironclad will not be responsible for preparing, documenting, or customizing any of Customer’s UAT Materials. Ironclad will not be responsible for any aspects of the execution of such Customer-led UAT session(s).
Phase 5: Launch Preparation
- Upon Customer’s request, Ironclad will meet with Customer to provide guidance to Customer regarding the steps to prepare Customer’s production environment for launch of the Workflows. Any meetings may include a walkthrough of: (i) configuration of Customer’s groups, permissions, and admin settings; (ii) end-to-end testing of Customer’s integrations related to the Workflows; and (iii) confirmation that Customer’s Workflow access settings conform with Customer’s business requirements.
- In connection with the foregoing, Ironclad will also provide to Customer .pdf versions of a toolkit that includes launch resources, collateral, and best practices for reference. For the avoidance of doubt, Ironclad will not be responsible for preparing, documenting, or customizing any of Customer’s launch materials, and Ironclad will not be responsible for any aspects of the execution of any Customer-led launch preparation or end user training sessions.
Phase 6: Hypercare
Upon Customer’s request, Ironclad will be available to answer Customer’s questions related to the relevant Workflows (“Hypercare”). Hypercare shall consist of issue resolutions, troubleshooting, and/or advisory services, and the Project Team will not make any further configuration updates to a deployed Workflow.
4. Project Team
Ironclad will staff a project team with the skills and experience required to successfully complete the Professional Services (the “Project Team”). The Project Team shall be experienced in deploying the Professional Services. The Project Team assigned to perform the Professional Services will remain assigned to the Project until the SOW Expiration Date, but are not dedicated full-time to the Project. Ironclad reserves the right to replace, remove or add members of the Project Team as it deems reasonably necessary. Should this occur, Ironclad will coordinate with Customer to minimize the impact.
5.Customer Responsibilities & Project Assumptions
Ironclad’s performance of the Professional Services is contingent on certain Customer responsibilities and Project assumptions set forth below. Customer acknowledges and agrees that timely completion of the Project is based upon Customer’s compliance with each of the following:
- Customer understands that Ironclad’s ability to perform the Professional Services during the SOW Term depends upon Customer’s timely cooperation and collaborative participation with Ironclad.
- Customer understands that listing of all available Professional Services in this SOW is not a warranty that each service will be performed by Ironclad. Ironclad is not obligated to perform all available Professional Services listed in this SOW. Ironclad will perform only those Professional Services requested by Customer prior to the SOW Expiration Date.
- Customer will ensure that the appropriate resources (including, without limitation, the necessary business stakeholders, subject matter experts, and/or IT personnel for functional requirements gathering and Project) attend and participate in all meetings, working sessions, training, and/or testing.
- Customer will provide an executive sponsor to the Project who possesses knowledge of existing Customer processes and has the ability and authority to champion business process changes for Customer.
- Customer will provide a dedicated Project Manager who will act as Ironclad’s primary point of contact during the SOW Term (the “Project Manager”). The Project Manager shall coordinate all aspects of each meeting on behalf of the Customer and shall have the ability to engage in all meetings including, but not limited to, Workflow building.
- Customer will keep Ironclad apprised of business, organizational, and technical developments that may have a material impact on the performance of Professional Services.
- Customer is responsible for any organizational change management activities to support the Project.
- Customer is responsible for the performance of its employees and agents, including any contribution they make to the Project, and for the accuracy and completeness of all data, information, and materials provided to Ironclad.
- The Professional Services may include advice and recommendations, but Customer understands that all decisions in connection with the Project will be the responsibility of, and made by, Customer.
- Any materials shared by Ironclad that Ironclad makes available to similarly situated customers (by way of example only, training materials, Ironclad Help Center articles, etc.) are for illustrative purposes only, and Customer is solely responsible for the use, performance, maintenance, and risks associated with such materials.
- A delay impacting the Project caused by any third-party vendor providing services or products to Customer will be considered Customer’s responsibility.
- Ironclad is not responsible for any alteration or other modification made, during or after the completion of the Project, by Customer or third parties working on Customer’s behalf.
- Customer will obtain, at its own cost and expense, all third-party software, licenses, warranties, required hardware, and maintenance agreements. Ironclad will not be responsible for: (i) delivery of custom demos; (ii) custom software development (including, without limitation, scripting, testing, deployment, and/or maintenance); (iii) changes to or advice on third-party systems or custom integrations (e.g., middleware); or (iv) alterations to Ironclad’s standard platform-level functionality that Ironclad makes available to all customers.
- Customer is responsible for overall project management, template rationalization, business process design, testing, end user training, change management, and any integration build not explicitly listed or defined in this SOW.
- Customer is responsible for the ongoing maintenance and updates of completed Workflow(s) during the SOW Term and following the SOW Expiration Date.
- The Professional Services will be provided remotely via videoconferencing and in English.
6. Professional Services Fee
The fee for the Professional Services shall be set forth in the Order Form.
7.Project Modification
The Parties acknowledge that the provision of certain Professional Services may require intermediate steps that are not identifiable as of the SOW Effective Date, nor performable until the Professional Services have progressed to a certain degree during the SOW Term. As a result, the Professional Services may need to be adjusted during the SOW Term. In the event of a material change in scope that (i) requires Professional Services to be continued after the SOW Expiration Date and/or (ii) an increase in the Hours Cap, the Parties agree to execute a new Order Form referencing a statement of work containing the same terms as those herein. For the avoidance of doubt, Ironclad shall not proceed with any modifications to the Project unless documented in a new Order Form that is executed by both Parties.
8. Subcontracting
Ironclad may subcontract any portion of the Professional Services set forth in this SOW without the prior consent of Customer, provided that Ironclad: (i) remains directly responsible to Customer for the acts or omissions of each subcontractor in connection with the Professional Services set forth in this SOW; and (ii) ensures that each subcontractor is bound in writing to security, privacy and confidentiality terms equally as protective of Customer as the terms and conditions of the Governing Agreement.
9. Order of Precedence
In the event of any conflict between the terms of this SOW, the Governing Agreement, and the applicable Order Form, the following order of precedence shall govern: (i) first, this SOW (only with respect to the subject matter of this SOW); (ii) second, the Governing Agreement; and (iii) third, the applicable Order Form (unless the Special Terms section of the applicable Order Form clearly specifies that it modifies the Governing Agreement or this SOW, as the case may be).
Services Description - Clickwrap Quick Start Implementation Package
Version 5.0
Effective December 13th 2022
DownloadTable of Contents
- Prior to the commencement of the Kickoff Meeting (defined below), Customer will be prepared to discuss with Ironclad all current and complete copies of the following Customer information relevant to Customer’s use-case: (i) Customer’s contracts that will be used in Embedded Clickwrap use-case; (ii) Desired location(s) of Embedded Clickwrap, and the style by which the contract(s) will be shown to Signers; and (iii) Desired method of displaying Clickwrap and capturing agreed events (e.g. JavaScript Snippet, Activity API, etc.).
- Customer will have a dedicated team to work on this project including a technical developer lead responsible for reviewing Developer Documentation and implementing the clickwrap solution in Customer’s desired environments and a Legal/Legal Operations lead responsible for determining the contracts to include and the style by which they are displayed and uploading them into the Ironclad Clickwrap platform
- Ironclad will conduct an initial meeting (the “Kickoff Meeting”) which will include an introduction to Ironclad and Ironclad personnel, an overview of the Implementation Services and the Deployment timeline, and an initial review of key questions regarding the project requirements for Customer’s use-cases.
- The Parties will conduct a session where Ironclad and Customer will review and finalize key questions regarding the project requirements and outstanding questions prior to Clickwrap implementation and testing.
- Ironclad will provide relevant Developer Documentation and resources to Customer pertaining to their use-case during the Sync and/or afterward in a follow-up email.
- Customer will choose to schedule additional, second Implementation Sync or proceed with publishing contracts and Group(s) in Ironclad Clickwrap and providing their software development team with the Group Key(s) and Site Access ID to begin implementation and testing.
- The Parties will conduct an additional session to review and finalize key project requirements and outstanding questions prior to Clickwrap implementation and testing.
- Ironclad will provide relevant Developer Documentation and resources to Customer pertaining to their use-case during the Sync and/or afterward in a follow-up email.
- Customer will publish contract template(s) and Group(s) in Ironclad Clickwrap and provide their software development team with the Group Key(s) and Site Access ID to begin implementation and testing.
- Customer may choose to waive this second Implementation Sync if the first one was sufficient enough to move onto the Testing Phase.
- The Parties will conduct another session to discuss technical implementation and testing progress.
- Customer Development team will come prepared with any questions or issues that surfaced during implementation and testing.
- The Parties will conduct another session where Implementation Consultant guides Customer through the Ironclad Clickwrap platform and provides training resources so Customer understands how to create and maintain use-cases.
- Prior to Customer’s migration of its use-case to Production, Ironclad will conduct a final meeting to answer Customer’s questions, if any, prior to the Deployment Expiration Date, and review a Final Launch Checklist in the Deployment Guide to ensure Customer is equipped to launch in Production.
- Ironclad will review the Launch Preparation Worksheet in the Deployment Guide with Customer to ensure they understand the requirements for launching additional use-cases.
- If Customer is not ready to launch its use-cases prior to the Deployment Expiration Date, this final meeting may be used as a general “Q&A” session.
- Coach Customer Project Manager to deploy and maintain their instance of Ironclad Clickwrap for agreed upon embedded location. Specifically, Ironclad personnel will provide best practices and relevant Ironclad Clickwrap Developer Documentation for Customer’s use-case
- Provide admin training to the Customer on the Ironclad Clickwrap platform so that they can manage the independent design, build, and maintenance of future Clickwrap use-cases
- Publish finalized contract templates and Groups in Ironclad Clickwrap
- Integrate Clickwrap in relevant environments with desired display and acceptance methods
- Provide timely access to necessary subject matter experts and technical personnel (e.g. software developer to review API documentation and deploy code to production)
- Complete all outlined deliverables in a timely manner in accordance with the jointly agreed upon project timeline
- Understand that all decisions for ongoing maintenance and updates of completed use-cases during the Deployment Term and following the Deployment Expiration Date, will be the responsibility of, and made by, Customer
Services Description - Clickwrap Developer Guidance Package
Version 3.0
Effective December 13th 2022
DownloadTable of Contents
- Guide Customer through the collaborative configuration of complex Clickwrap use-cases, such as dynamic contract setup (e.g. multi-language), guidance on API documentation, dynamic document generation strategy, and web development architecture best practices.
- Train Customer on Ironclad Clickwrap so that they can manage the independent design, build, and maintenance of future Clickwrap use-cases..
- Provide adoption and rollout best practices, standard launch training collateral and leverage a train-the-trainer approach for ongoing success.
- Customer responsibilities will include: (1) installing JavaScript snippet in relevant environments; (2) providing finalized contract templates and proposes business process; (3) allocating a dedicated program manager: (4) providing timely access to necessary subject matter experts and technical personnel (e.g. software developer to review API documentation and deploy code to production); and (5) completing all outlined deliverables in a timely manner in accordance with the jointly agreed upon project timeline.
Services Description - Clickwrap Quick Start Lite Implementation Package
Version 3.0
Effective December 13th 2022
DownloadTable of Contents
- Prior to the commencement of the Kickoff Meeting (defined below), Customer will be prepared to discuss with Ironclad all current and complete copies of the following Customer information relevant to Customer’s use-case: (i) Customer’s contracts that will be used in Embedded Clickwrap use-case; (ii) Desired location(s) of Embedded Clickwrap, and the style by which the contract(s) will be shown to Signers; and (iii) Method of displaying Clickwrap and capturing agreed events.
- Customer will have a dedicated team to work on this project including a technical developer lead responsible for reviewing Developer Documentation and implementing the clickwrap solution in Customer’s desired environments and a Legal/Legal Operations lead responsible for i) determining the contracts to include and the style by which they are displayed and ii) uploading them into the Ironclad Clickwrap platform.
- Ironclad will conduct an initial meeting (the “Kickoff & Scoping Meeting”) which will include an introduction to Ironclad and Ironclad personnel, an overview of the Implementation Services and the Deployment timeline, and a review of key questions regarding the project requirements to scope out Customer’s use-cases.
- Ironclad will provide relevant Developer Documentation and resources to Customer pertaining to their use-case.
- The Parties will conduct another session to discuss technical implementation and testing progress.
- Customer Development team will come prepared with any questions or issues that surfaced during implementation and testing.
- The Parties will conduct another session where Implementation Consultant guides Customer through the Ironclad Clickwrap platform and provides training resources so Customer understands how to create and maintain use-cases.
- Ironclad will review the Launch Preparation Worksheet in the Deployment Guide with Customer to ensure they understand the requirements for launching initial use cases.
- Coach Customer Project Manager to deploy and maintain their instance of Ironclad Clickwrap for agreed upon use-case. Specifically, Ironclad personnel will provide best practices and relevant Ironclad Clickwrap Developer Documentation for Customer’s use-case
- Provide admin training to the Customer on the Ironclad Clickwrap platform so that they can manage the independent design, build, and maintenance of future Clickwrap use-cases
- Publish finalized contract templates and Groups in Ironclad Clickwrap
- Integrate Clickwrap in relevant environments with desired display and acceptance methods
- Allocate a dedicated project manager and provide timely access to necessary subject matter experts and technical personnel (e.g. software developer to review API documentation and deploy code to production)
- Complete all outlined deliverables in a timely manner in accordance with the jointly agreed upon project timeline
- Understand that all decisions for ongoing maintenance and updates of completed use-cases during the Deployment Term and following the Deployment Expiration Date, will be the responsibility of, and made by, Customer
Enterprise Services Agreement
Version 1.19
Effective April 17th 2025
DownloadTable of Contents
This Enterprise Services Agreement is entered into by and between Ironclad, Inc. (“Ironclad”) and the organization agreeing to the terms of this Agreement (“Customer”). This Agreement shall be effective as of the “Effective Date” of the first Order Form, or similar form referencing or otherwise incorporating this Agreement, between Customer and Ironclad.
- DEFINITIONS
- “Affiliate” means a legal entity that controls, is controlled by, or is under common control with a party, where “control” is defined as owning more than 50% of the voting shares of such entity.
- “Agreement” means this Enterprise Services Agreement, any Exhibits, and each Order Form.
- “Authorized User” means an employee or contractor of Customer or its Affiliates that Customer has registered to access and use the Enterprise Services.
- “Confidential Information” means any business or technical information disclosed by one party to the other party, including Customer Data, provided that it is identified as confidential at the time of disclosure or that under the circumstances, a person exercising reasonable business judgment would understand it to be confidential or proprietary.
- “Customer Data” means the data and information input or uploaded into the Enterprise Services by Customer or Authorized Users. All Customer Data shall be treated as Confidential Information.
- “Enterprise Services” means the cloud-based web platform delivered and accessible through https://www.ironcladapp.com that provides contract management and workflow-related services (the “CLM Services”), and/or the cloud-based web platform delivered and accessible through Ironclad’s website located at: https://app.pactsafe.com that provides contract acceptance, clickwrap, and legal term-management-related services (the “Clickwrap Services”), and the services performed by Ironclad to configure and rollout the platform(s) to Customer and Authorized Users, as described in an applicable Order Form.
- “Intellectual Property Rights” means patent rights (including, without limitation, patent applications and disclosures), copyrights, trade secrets, moral rights, know-how, and any other intellectual property rights recognized in any country or jurisdiction.
- “Order Form” means the document that Customer uses to order the Enterprise Services that is signed by both Customer and Ironclad.
- “Usage Data” means anonymized and aggregated platform-level information or data, collected and owned by Ironclad, that (i) tracks Customer’s use of the Enterprise Services, (ii) tracks the performance of the Enterprise Services and (iii) enables the functionality of certain optional features within the Enterprise Services.
- ENTERPRISE SERVICES
- Enterprise Services. Customer and its Authorized Users may access and use the Enterprise Services solely for Customer’s own business purposes in accordance with the Agreement.
- Cooperation and Assistance. Customer will cooperate with Ironclad in good faith and provide to Ironclad the information and personnel that Ironclad reasonably requests and requires to provide the Enterprise Services. Customer, at its option, may utilize certain third-party software and services with the Enterprise Services and is responsible for acquiring and maintaining all such third-party software and services required to access, use, or integrate with the Enterprise Services, including all costs related to the foregoing.
- Authorized Users. Customer will keep its user IDs and passwords for the Enterprise Services confidential and will be responsible for all actions taken under an Authorized User’s account. Customer will comply with all applicable laws, rules and regulations in connection with its use of the Enterprise Services. Customer will promptly notify Ironclad of any suspected violation of this Agreement by an Authorized User and will cooperate with Ironclad to address the suspected violation. Ironclad may suspend an Authorized User’s access to the Enterprise Services upon notice to Customer in the event that Ironclad reasonably determines that such Authorized User violated this Agreement. Ironclad agrees to work, in good faith, with Customer to resolve any such issue and restore access as soon as possible.
- Restrictions. Customer will not allow anyone other than Authorized Users to access or use the Enterprise Services from Customer’s accounts. Customer will not and will ensure that its Authorized Users do not: (i) attempt to interfere with or disrupt the Enterprise Services (or any related systems or networks) or use the Enterprise Services other than directly for Customer’s benefit; (ii) copy, modify or distribute any portion of the Enterprise Services; (iii) rent, lease, or resell the Enterprise Services; (iv) transfer any of its rights hereunder; or (v) reverse-engineer or access the Enterprise Services in order to build a competitive product or service.
- Customer Data. Customer is responsible for obtaining any necessary right and licenses for use of the Customer Data by Customer and Ironclad as contemplated in this Agreement. Customer agrees that it has the legal right and authority to access, use and disclose to Ironclad any Customer Data. Customer authorizes Ironclad to access, process, and use the Customer Data as necessary to perform and fulfill its obligations hereunder. Ironclad will process and maintain Customer Data consistent with the Data Processing Addendum located at https://legal.ironcladapp.com/#dpa ("DPA") on the Effective Date and hereby incorporated by reference.
- Information Security. Ironclad will use commercially reasonable and industry standard technical and organizational measures designed to prevent unauthorized access, use, alteration or disclosure of the Enterprise Services or Customer Data.
- Usage Data. Ironclad may collect and analyze data and information relating to Customer’s use and the performance of the Enterprise Services and related systems and technologies therefrom to improve and enhance the Enterprise Services. Nothing in the Agreement will restrict Ironclad from collecting, using and/or analyzing Usage Data from Customer in an anonymized, aggregated manner for purposes of improving and enhancing the quality and nature of the Enterprise Services, or to market or publish general information and statistics, provided that Ironclad does not specifically identify Customer (or disclose data in a manner that Customer or Customer’s Authorized Users could subsequently be identified) or disclose any personally identifiable information or Confidential Information in the course of collecting, using, analyzing, marketing or publishing that data or information. Customer acknowledges that in order for Customer to utilize certain Ironclad AI product features available in the Enterprise Services, including but not limited to AI Playbooks and AI Assist, Ironclad shall utilize Usage Data to enable the functioning of these features.
- Electronic Signatures. Customer acknowledges and agrees that: (i) as between Ironclad and Customer, Customer has exclusive control and responsibility for the content, quality, and format of any documents used with the Enterprise Services; (ii) certain types of documents, agreements, or contracts may be excluded from general electronic signature laws (such as wills, trusts, court orders, or family law matters), or may have specific regulations that are applicable to them; and, (iii) Customer is solely responsible for ensuring that the documents, agreements or contracts it uses with the Enterprise Services are appropriate for electronic signatures, and Ironclad is not responsible or liable for any such determination or use; (iv) Consumer protection laws or regulations may impose specific requirements for electronic transactions involving consumers, Customer is solely responsible for ensuring it complies with all such laws/regulations, and Ironclad has no obligations to make such determination or assist with fulfilling any requirements therein; (v) Ironclad is not responsible for determining how long any contracts, documents, or other records are required to be retained or stored under any applicable laws; and (vi) Ironclad is not responsible for or liable to produce any of Customer’s contracts or other documents to any third parties. If Customer is using an API or other service that allows Customer to perform any end user/participant/signer authentication, then Customer is solely responsible and liable for such authentication.
- Third Party Software. The Enterprise Services may contain features designed to interoperate with a web-based or offline software application that is provided by Customer or a third party and interoperates with the Enterprise Services (collectively referred to herein as the “Third Party Software”). To use such features, Customer may be required to obtain access to Third Party Software from their providers, and may be required to grant Ironclad access to its account(s) on the Third Party Software. If Customer enables any Third Party Software for use with the Enterprise Services, Customer grants Ironclad permission to allow the provider of that Third Party Software to access Customer Data as required for the interoperation of that Third Party Software with the Enterprise Services. Any acquisition by Customer of such Third Party Software, and any exchange of data between Customer and any provider of the Third Party Software, is solely between Customer and the applicable Third Party Software provider. Ironclad does not warrant or support any Third Party Software. Ironclad is not responsible for the operation of any Third Party Software nor the availability or operation of the Enterprise Services to the extent such availability and/or operation is dependent upon Third Party Software.
- FEES; EXPENSES; TAXES
- Fees. Customer will pay to Ironclad the fees in accordance with the terms set forth in the applicable Order Form(s) and this Section 3.
- Invoices; Payment. Ironclad will invoice Customer annually in advance for the Enterprise Services and each invoice will be due and payable in accordance with the Order Form. All payment obligations are non-cancellable, and other than as provided in the Agreement, all amounts paid are non-refundable. If any undisputed amounts payable by Customer are still outstanding more than fifteen (15) days after Customer receives notice of non-payment, Ironclad will be entitled, in its sole discretion, to withhold performance and discontinue Customer’s access to the Enterprise Services until all undisputed amounts past due are paid in full.
- Purchase Orders. If Customer requires the use of a purchase order, Customer is responsible for providing the applicable purchase order at the time of purchase. The parties acknowledge and agree that any terms and conditions included in any purchase order, vendor portal or any similar Customer specific invoicing process are void and will not apply between the parties or to Customer’s purchase of the Enterprise Services.
- Taxes. All Fees and other amounts stated or referred to in this Agreement are exclusive of all taxes, duties, levies, tariffs, and other governmental charges (collectively, “Taxes”). Customer will be responsible for payment of all Taxes and any related interest and/or penalties resulting from any payments made hereunder, other than any taxes based on Ironclad’s net income. If Ironclad has the legal obligation to pay or collect Taxes for which Customer is responsible, the appropriate amount shall be invoiced to and paid by Customer unless Customer provides Ironclad with a valid tax exemption certificate authorized by the appropriate taxing authority.
- PROPRIETARY RIGHTS.
- Customer owns and retains: (i) the Customer Data; (ii) Customer’s name, logo and other trademarks; and (iii) all Intellectual Property Rights in and to any of the foregoing.
- Ironclad owns and retains: (i) the Enterprise Services, and all improvements, enhancements or modifications made by any party; (ii) the Usage Data; (iii) any software, applications, inventions or other technology developed by Ironclad in connection with providing the Enterprise Services; (iv) Ironclad’s name, logo, and other trademarks; and (v) all Intellectual Property Rights in and to any of the foregoing.
- Neither party shall have the right to use the name, trademarks, logos, or any other proprietary identifiers of the other party in any advertising or promotional materials, whether printed, electronic, or otherwise, without the prior written consent of the other party.
- CONFIDENTIALITY
- Use and Nondisclosure. A receiving party will not use the disclosing party’s Confidential Information except as necessary under this Agreement and will not disclose Confidential Information to any third party except: (i) to those of its employees and contractors who have a business need to know such Confidential Information; provided that each such employee and contractor is bound to confidentiality restrictions at least as restrictive as the terms set forth in this Agreement or (ii) as further described in the Data Processing Addendum. Each receiving party will protect the disclosing party’s Confidential Information from unauthorized use and disclosure using efforts equivalent to the efforts that the receiving party uses with respect to its own confidential information and in no event less than a reasonable standard of care. The provisions of this Section 5(a) will remain in effect during the Term and for a period of five (5) years after the expiration or termination thereof, except with regard to trade secrets of the disclosing party, which will be held in confidence for as long as such information remains a trade secret.
- Exclusions. The obligations and restrictions set forth in Section 5(a) will not apply to any information that: (i) is or becomes generally known to the public through no fault of or breach of this Agreement by the receiving party; (ii) is rightfully known by the receiving party at the time of disclosure; (iii) is independently developed by the receiving party without access to the disclosing party’s Confidential Information; or (iv) the receiving party rightfully obtains from a third party who has the right to disclose such information without breach of any confidentiality obligation to the disclosing party.
- Permitted Disclosures. The provisions of this Section 5 will not restrict either party from disclosing the other party’s Confidential Information: (i) pursuant to the order or requirement of a court, administrative agency, or other governmental body; provided that to the extent legally permitted, the party required to make such a disclosure gives reasonable notice to the other party to enable it to contest such order or requirement or limit the scope of such request; (ii) on a confidential basis to its legal or professional financial advisors; (iii) as required under applicable securities regulations.
- Injunctive Relief. The receiving party acknowledges that disclosure of Confidential Information could cause substantial harm for which damages alone may not be a sufficient remedy, and therefore that upon any such disclosure by the receiving party, the disclosing party will be entitled to seek appropriate equitable relief in addition to whatever other remedies it might have at law.
- WARRANTY
- Warranty for Enterprise Services. Ironclad warrants solely to Customer that (i) the Enterprise Services will materially conform to the description set forth in this Agreement and the applicable Order Form; and (ii) the Enterprise Services will materially comply with all applicable laws, including federal, state, and local; in each case under normal use and circumstances when used consistently with the terms of this Agreement. As Ironclad’s sole and exclusive liability and Customer’s sole and exclusive remedy for any breach of the warranty set forth in this Section 6(a) Ironclad will (x) use commercially reasonable efforts to modify the Enterprise Services to correct the non-conformity, and (y) if such non-conformity is not corrected within thirty (30) days, Customer may terminate this Agreement and receive a pro rata refund of prepaid fees for the remaining portion of the Term after the termination date.
- Disclaimer. EXCEPT AS EXPRESSLY PROVIDED IN SECTION 6(a), IRONCLAD MAKES NO REPRESENTATIONS OR WARRANTIES OF ANY KIND WHATSOEVER, EXPRESS OR IMPLIED, IN CONNECTION WITH THIS AGREEMENT OR THE ENTERPRISE SERVICES AND IRONCLAD HEREBY DISCLAIMS ANY IMPLIED WARRANTIES OF MERCHANTABILITY, ACCURACY, FITNESS FOR A PARTICULAR PURPOSE AND NON-INFRINGEMENT, AND ANY WARRANTIES ARISING FROM COURSE OF DEALING OR USAGE OF TRADE. IRONCLAD DISCLAIMS ANY WARRANTY THAT THE ENTERPRISE SERVICES WILL BE ERROR FREE OR UNINTERRUPTED OR THAT ALL ERRORS WILL BE CORRECTED. NO ADVICE OR INFORMATION, WHETHER ORAL OR WRITTEN, OBTAINED FROM IRONCLAD OR ELSEWHERE SHALL CREATE ANY WARRANTY NOT EXPRESSLY STATED IN THIS AGREEMENT. Customer assumes sole responsibility and liability for results obtained from the use of the Enterprise Services, including all content or output generated by Ironclad's AI products and/or features, and for conclusions drawn from such use. Ironclad will have no liability for any claims, losses, or damages caused by errors or omissions in any Customer Data or other information provided to Ironclad by Customer in connection with the Enterprise Services or any actions taken by Ironclad at Customer’s direction. Ironclad will have no liability for any claims, losses or damages arising out of or in connection with Customer’s or any Authorized User’s use of any third-party products, services, software or web sites that Customer may choose to integrate or use with the Enterprise Services.
- TERM AND TERMINATION
- Term. This Agreement will commence on the Effective Date and continue for the period specified in the Order Form (the “Term”), unless terminated earlier as provided in this Agreement.
- Termination for Cause. Either party may terminate this Agreement upon written notice if the other party breaches any material terms of this Agreement and fails to correct the breach within thirty (30) days following written notice from the non-breaching party specifying the breach.
- Rights and Obligations Upon Expiration or Termination. Upon expiration or termination of this Agreement, Customer’s and Authorized Users’ right to access and use the Enterprise Services will immediately terminate and each will immediately cease all use of the Enterprise Services.Customer and its Authorized Users have the right to export all Customer Data, at any time, prior to the effective date of expiration or termination of this Agreement. Upon expiration or termination of this Agreement, Ironclad will delete all Customer Data in accordance with the Section 8(b) of the DPA.
- Survival. The rights and obligations of Ironclad and Customer contained in Sections 2(g) (Usage Data), 3 (Fees; Expenses; Taxes), 4 (Proprietary Rights), 5 (Confidentiality), 7(c) (Rights and Obligations Upon Expiration or Termination), 7(d) (Survival), 8 (Indemnification), 9 (Limitation of Liability), and 10 (General) will survive any expiration or termination of this Agreement.
- INDEMNIFICATION
- Indemnification by Ironclad. Ironclad will defend Customer, its officers, directors and employees, from and against any suit or action brought by a third-party against Customer: (i) alleging that the Enterprise Services, as provided by Ironclad and when used by Customer pursuant to this Agreement, infringes any Intellectual Property Right of a third party (the “IP Indemnity”); or (ii) resulting from unauthorized disclosure and misuse of Customer Data directly resulting from Ironclad’s breach of its obligations under Section 2(e) (Customer Data) or Section 2(f) (Information Security) (the “Data Indemnity”). Ironclad shall indemnify and hold harmless Customer from and against any damages and costs awarded against Customer or agreed in settlement by Ironclad (including reasonable attorneys’ fees) resulting from such claim, provided that: (x) Customer provides Ironclad with prompt written notice of such claim; (y) Customer provides reasonable cooperation to Ironclad, at Ironclad’s expense, in the defense and settlement of such claim; and (z) Ironclad has sole authority to defend or settle such claim, provided that it may not settle any claim in a manner that imposes any material liability upon Customer or requires Customer to admit wrongdoing.
- Injunctions. If Customer’s use of the Enterprise Services is, or in Ironclad’s opinion is likely to be, enjoined due to the type of claim specified in Section 8(a)(i), then Ironclad may at its sole option and expense: (i) replace or modify the Enterprise Services to make them non-infringing and of equivalent functionality; (ii) procure for Customer the right to continue using the Enterprise Services under the terms of this Agreement; or (iii) if Ironclad is unable to accomplish either (i) or (ii) despite using its commercially reasonable efforts, terminate Customer’s rights and Ironclad’s obligation under this Agreement with respect to such Enterprise Services and refund to Customer a pro-rata portion of the Fees paid for the remaining portion of the Term during which Customer would have had access to the Enterprise Services.
- Exclusions. Notwithstanding the terms of Section 8(a), Ironclad will have no liability for any claim of any kind to the extent that it arises from: (i) Customer Data (as provided to Ironclad), Third-Party Products, or any other portions or components integrated with the Enterprise Services by Customer and not supplied by Ironclad; (ii) any modification, combination, or development of the Enterprise Services or portions or components thereof that is not performed by Ironclad; (iii) the combination, operation or use of the Enterprise Services with equipment, devices, or software not supplied by Ironclad, if a claim would not have occurred but for such combination, operation or use; or (iv) Customer’s or an Authorized User’s use of the Enterprise Services other than in accordance with this Agreement.
- Sole Remedy. THE FOREGOING STATES IRONCLAD’S AND ITS LICENSORS’ SOLE LIABILITY AND CUSTOMER’S SOLE AND EXCLUSIVE REMEDY WITH RESPECT TO ANY ALLEGED OR ACTUAL INFRINGEMENT OR MISAPPROPRIATION OF INTELLECTUAL PROPERTY RIGHTS BY THE ENTERPRISE SERVICES.
- Indemnification by Customer. Customer will defend Ironclad, its officers, directors and employees, from and against any action or suit brought against Ironclad by a third party or an Authorized User (i) alleging the Customer Data infringes or misappropriates any Intellectual Property Rights; (ii) related to ownership or use of Customer Data (as provided to Ironclad); or (iii) related to Customer administrator’s actions with respect to the Customer’s account. Customer will indemnify and hold harmless Ironclad from and against any damages and costs awarded against Ironclad or agreed in settlement by Customer (including reasonable attorneys’ fees) resulting from such claim, provided that (x) Ironclad provides Customer with prompt written notice of such claim; (y) Ironclad provides reasonable cooperation to Customer, at Customer’s expense, in the defense and settlement of such claim; and (z) Customer has sole authority to defend or settle such claim, provided that it may not settle any claim in a manner that imposes any material liability upon Ironclad or requires Ironclad to admit wrongdoing.
- LIMITATION OF LIABILITY.
- Exclusion of Damages. To the fullest extent permitted by law, except for Excluded Claims (as defined below in Section 9(c) and for which there will be no cap on liability), neither Customer nor Ironclad, and its Affiliates and suppliers, will be liable under this Agreement for (i) indirect, special, incidental, consequential, exemplary, or punitive damages; or (ii) loss of use, data, business, revenues, or profits (in each case whether direct or indirect), even if the party knew or should have known that such damages were possible, even if a remedy fails of its essential purpose, and regardless of the type of action or theory of liability.
- Total Liability. To the fullest extent permitted by law, except for Excluded Claims (for which there shall be no cap on liability) or Special Claims (which are subject to the Enhanced Liability Cap set forth in Section 9(d)), neither party’s aggregate liability under this Agreement will exceed the amount paid by Customer to Ironclad during the twelve months prior to the event giving rise to liability.
- Excluded Claims. “Excluded Claims” means: (i) any intentional misconduct or gross negligence by either party; (ii) any amounts payable to third parties pursuant to Ironclad’s IP Indemnity obligations under Section 8(a)(i); or (iii) any amounts payable to third parties pursuant to Customer’s indemnification obligations under Section 8(e) (Indemnification by Customer).
- Special Claims. “Special Claims” means (i) any breach by Ironclad of Section 2(e) (Customer Data), Section 2(f) (Information Security), or Section 5 (Confidentiality) resulting in unauthorized disclosure and misuse of Customer Data; or (ii) any amounts payable to third parties pursuant to Ironclad’s Data Indemnity obligations under Section 8(a)(ii). For any and all Special Claims, Ironclad’s aggregate liability shall be subject to an enhanced liability cap not to exceed three times (3x) the amount paid by Customer to Ironclad during the twelve months prior to the event giving rise to liability (the “Enhanced Liability Cap”).
- GENERAL
- Governing Law. This Agreement will be governed by the laws of the State of California, without regard to its conflict of law provisions. Any legal action or proceeding relating to this Agreement will be brought exclusively in the state or federal courts located in San Francisco, CA. Ironclad and Customer hereby agree to submit to the jurisdiction of, and agree that venue is proper in those courts in any such legal action or proceeding.
- Order of Preference. In the event of a conflict between the Enterprise Services Agreement and Order Form, the order of preference will be the Enterprise Services Agreement, then the Order Form, unless the Order Form contains a Special Terms section, which is intended to modify the standard terms of this Enterprise Services Agreement.
- Waiver. The waiver by either party of any default or breach of this Agreement will not constitute a waiver of any other or subsequent default or breach. No waiver of any provision of this Agreement will be effective unless it is in writing and signed by the party granting the waiver.
- Notices. Notices will be sent to the addresses set forth in the Order Form.The notices will be deemed to have been given upon: (i) the date actually delivered in person; (ii) the day after the date sent by overnight courier; (iii) three (3) days following the date such notice was mailed by first class mail; or (iv) the date sent by email to Ironclad at legal@ironcladhq.com or Customer at the Customer’s notice email address specified in the Order Form.
- Severability. In the event any provision of this Agreement is held to be invalid or unenforceable, the remaining provisions of this Agreement will remain in full force and effect.
- Force Majeure. Neither party will be liable hereunder by reason of any failure or delay in the performance of its obligations hereunder (except for the payment of money owed) on account of events beyond the reasonable control of such party, which may include without limitation denial-of-service attacks, strikes, shortages, riots, insurrection, fires, flood, storm, explosions, pandemics, acts of God, war, terrorism, governmental action, labor conditions, earthquakes, rolling blackouts, and internet connectivity disruptions.
- Relationship Between the Parties. Nothing in this Agreement will be construed to create a partnership, joint venture or agency relationship between the parties.
- Assignment. Neither party may assign its rights or obligations under this Agreement without the other party’s prior written consent. Notwithstanding the foregoing, either party may assign its rights and obligations under this Agreement to an Affiliate as part of a reorganization, or to a purchaser of its business entity or substantially all of its assets or business to which rights and obligations pertain without the other party’s consent, provided that: (a) the purchaser is not insolvent or otherwise unable to pay its debts as they become due; (b) the purchaser is not a competitor of the other party; and (c) any assignee is bound hereby. Other than the foregoing, any attempt by either party to transfer its rights or obligations under this Agreement will be void.
- Entire Agreement. This Agreement (including any Exhibits hereto) constitutes the complete and exclusive agreement between the parties concerning its subject matter and supersedes all prior or contemporaneous agreements or understandings, written or oral, concerning the subject matter of this Agreement.
- Amendment. This Agreement may not be modified or amended except in a writing signed by a duly authorized representative of each party.
- No Third-Party Beneficiaries. This Agreement is intended for the sole and exclusive benefit of the signatories and is not intended to benefit any third party. Only the parties to this Agreement may enforce it.
Exhibit A
IRONCLAD SERVICE LEVEL AGREEMENT & TECHNICAL SUPPORT SCHEDULE
This Ironclad Service Level Agreement (“SLA”) & Technical Support Schedule (“TSS”) shall be governed by and incorporated by reference into the Enterprise Services Agreement and the applicable Order Form entered into between the parties. All capitalized terms contained but not defined herein shall have the meaning ascribed to them in the Agreement.
A. Service Level Agreement. The SLA shall apply solely to Customer’s use of the CLM Services and Clickwrap Services.
- Defined Terms.
- “Activity API” means the portions of the Clickwrap Services that programmatically display contracts inside of a web page or mobile app, retrieve acceptance data for individual users, and send acceptance of contracts.
- “Application User Interface” means the dashboard portion of the Clickwrap Services accessed via the Internet through a web browser to create and publish contracts, download electronic records of acceptance, and send contracts.
- “Emergency Maintenance” means maintenance performed to fix critical functionality, vulnerabilities, or material defects that may substantially impair the usability or performance of the CLM Services or Clickwrap Services.
- “Excused Maintenance” means Emergency Maintenance and Scheduled Maintenance.
- “Downtime” means at least one of the following: a) the inability to log in to our web applications or APIs or b) the major degradation of a functional feature.
- "REST API” means the portions of the Clickwrap Services that are accessed programmatically for integrations into third party applications.
- “Scheduled Availability Time” means twenty-four (24) hours a day, seven (7) days a week, excluding: (i) Excused Maintenance, (ii) any Downtime due to defects caused by Customer, one of its vendors, third party connections, utilities, or equipment, or caused by other forces beyond the reasonable control of Ironclad (such as denial of service attacks, internet or third-party service outages or outages with respect to Customer’s network or internet access).
- “Scheduled Maintenance” is any system maintenance performed during a maintenance window. The maintenance window, if one is scheduled, will be available at least two weeks prior to the maintenance window at either: a) https://status.ironcladapp.com/ for CLM Services or b) https://status.pactsafe.com/ for Clickwrap Services.
- “Service Credits” are credits for which Customer may be eligible if Ironclad fails to meet the Target Uptime. The availability of Customer’s instance per calendar month and corresponding Service Credits are set forth in the table below.Availability Per Calendar MonthService Credit
<99.7% ->= 99.0% 1% of the Annual Subscription Fee<99.0% ->= 95.0% 2% of the Annual Subscription FeeBelow 95% 3% of the Annual Subscription Fee - “Service Credit Request” means a request to Ironclad at support@ironcladhq.com stating that Customer believes that Ironclad has failed to meet the Target Uptime.
- “Target Uptime” means CLM Target Uptime and Clickwrap Target Uptime.
2. CLM Target Uptime. During the Term of the Agreement, Ironclad will use all commercially reasonable efforts to make the CLM Services available and operational to Customer for 99.7% of the Scheduled Availability Time (the “CLM Target Uptime”) as shown on https://status.ironcladapp.com/. If Ironclad does not meet the CLM Target Uptime and Customer is affected by Downtime, Customer will be eligible to receive the applicable Service Credits.
3. CW Target Uptime. During the Term of the Agreement, Ironclad will use all commercially reasonable efforts to make the Application User Interface, REST API, and Activity API available and operational to the Customer for 99.7% of the Scheduled Availability Time (the “CW Target Uptime”), as tracked by each such measure on https://status.pactsafe.com/. If Ironclad does not meet the CW Target Uptime as to any of the three measures and Customer is affected by Downtime, Customer will be eligible to receive the applicable Service Credits.
4. Service Credits. To receive a Service Credit, Customer must issue a Service Credit Request within 7 days of the last day of the month in which Customer believes Ironclad’s failure to meet the Target Uptime occurred. Promptly after receipt of a Service Credit Request, Ironclad will investigate the request and notify Customer that either: (i) a Service Credit is due; or (ii) no Service Credit is due and state the basis of this determination. If Ironclad determines a Service Credit is due, then Ironclad will apply the applicable Service Credits to Customer’s account for future fees due. Service Credits have no cash value and are Customer's sole and exclusive remedy for any failure by Ironclad to meet the Target Uptime.
B. Ironclad Technical Support Schedule.
1. Maintenance. Ironclad will make available to Customer all generally available updates and bug fixes to the Enterprise Services. Ironclad will take commercially reasonable efforts to perform Scheduled Maintenance during off-peak hours.
2. Support. Ironclad is available to receive Enterprise Services support inquiries via email (support@ironcladhq.com). Ironclad’s support hours are determined by your Success Plan as described in an applicable Order Form, and can provide technical information, technical advice, or technical consultation regarding Customer’s use of the Enterprise Services.
3. Help Center Access. Customer shall have 24x7 access to our online Help Center (https://support.ironcladapp.com) for any best practices, integration instructions, or product questions.
4. Email & Web Form Cases. Customer shall have the ability to submit support requests 24x7 through email (support@ironcladhq.com) or the web form accessible via the Ironclad website or Help Center (https://support.ironcladapp.com).
Free Trial License Agreement
Version 3.0
Effective March 20th 2023
DownloadTable of Contents
- Affiliate means a legal entity that controls, is controlled by, or is under common control with a party, where “control” is defined as owning more than 50% of the voting shares of such entity.
- Authorized User means an employee or contractor of User or its Affiliates that User has registered to access and use the Free Trial.
- Confidential Information means any business or technical information disclosed by one party to the other party, including User Data, provided that it is identified as confidential at the time of disclosure or that under the circumstances, a person exercising reasonable business judgment would understand it to be confidential or proprietary.
- User Data means the data and information input or uploaded into the Free Trial by User or Authorized Users.
- Access to the Free Trial. Subject to the terms of this Agreement, Ironclad grants to User a non-exclusive, non-sublicensable, non-transferable license to access and use Ironclad’s digital contracting platform (the ”Free Trial”) while this Agreement is in effect, solely for User’s evaluation and testing for the purpose of purchasing Ironclad products and services (“Evaluation Period”). Ironclad may provide assistance, support, maintenance, or other services relating to the Free Trial during the Evaluation Period in its sole discretion. Ironclad may not backup User data or other information entered into the Free Trial, and such User data or information may not be available for retrieval or otherwise compatible or usable with the Ironclad services. Ironclad may modify or discontinue the Free Trial at any time. Use of the Ironclad platform after the Evaluation Period is subject to the parties entering into Ironclad’s Enterprise Services Agreement or similar definitive agreement. Direct competitors of Ironclad may not access or use the Free Trial.
- Fees. There will be no fee for use of the Free Trial.
- Use of the Free Trial. User may access and use the Free Trial only pursuant to any instructions provided by Ironclad to User. User will not, and will not encourage any third party to: (a) reverse-engineer, decompile, disassemble, or attempt to derive the source code for the Free Trial, in whole or in part, except to the extent that such activities are permitted under applicable law; (b) copy, frame, mimic, replicate, or mirror any part of Ironclad or the Free Trial, or distribute, license, sublicense, lease, rent, loan, or otherwise transfer access rights to the FreeFree Trial to any third party; (c) use the Free Trial for the purpose of creating a product or service competitive with Ironclad, the Free Trial, or a derivative work of the Free Trial; (d) disclose the results of any benchmark tests on the Free Trial without Ironclad’s prior written consent; (e) remove, delete, alter, or obscure any trademarks, specifications, documentation, end user license agreement, Privacy Policy, warranties or disclaimers, or any intellectual property or proprietary rights notices regarding the Free Trial; (f) remove, circumvent, disable, damage, or otherwise interfere with security-related features of the Free Trial or features that enforce limitations on use of the Free Trial; (g) upload any sensitive, personal, or other information to the Free Trial that would subject Ironclad to any data privacy or data protection laws; or (h) use the Free Trial other than as described in the documentation provided or in violation of applicable law or any party’s rights.
- Restrictions. User will not allow anyone other than their own Authorized Users to access or use the Free Trial from User’s accounts. User will not and will ensure that its Authorized Users do not: (i) attempt to interfere with or disrupt the Free Trial (or any related systems or networks) or use the Free Trial other than directly for User’s benefit; (ii) copy, modify or distribute any portion of the Free Trial; (iii) rent, lease, or resell the Free Trial; (iv) transfer any of its rights hereunder; or (v) reverse-engineer or access the Free Trial in order to build a competitive product or service.
- Term. This Agreement shall commence on the Effective Date and shall continue until thirty (30) days after the Effective Date, unless otherwise agreed by both parties in writing, or upon either party’s written notice to the other of termination of this Agreement.
- Termination. Either party may terminate this Agreement upon written notice at any time and for any reason.
- Rights and Obligations Upon Expiration or Termination. Upon expiration or termination of this Agreement, User’s right to access and use the Free Trial shall immediately terminate, and User shall immediately cease all use of the Free Trial.
- Data Deletion. Within ninety (90) calendar days of the Agreement’s expiration or termination, Ironclad will securely destroy all copies of User Data (including automatically created archival copies).
- User owns and retains: (i) the User Data; (ii) User’s name, logo and other trademarks; and (iii) all Intellectual Property Rights in and to any of the foregoing.
- Ironclad owns and retains: (i) the Ironclad platform, and all improvements, enhancements or modifications made by any party; (ii) any software, applications, inventions or other technology developed by Ironclad in connection with providing the Free Trial; (iii) Ironclad’s name, logo, and other trademarks; and (iv) all Intellectual Property Rights in and to any of the foregoing.
- Use and Nondisclosure. A receiving party will not use the disclosing party’s Confidential Information except as necessary under this Agreement and will not disclose Confidential Information to any third party except: (a) to those of its employees and contractors who have a business need to know such Confidential Information; provided that each such employee and contractor is bound to confidentiality restrictions at least as restrictive as the terms set forth in this Agreement. Each receiving party will protect the disclosing party’s Confidential Information from unauthorized use and disclosure using efforts equivalent to the efforts that the receiving party uses with respect to its own Confidential Information and in no event less than a reasonable standard of care. The provisions of this Section will remain in effect during the Term and for a period of five (5) years after the expiration or termination thereof, except with regard to trade secrets of the disclosing party, which will be held in confidence for as long as such information remains a trade secret.
- Exclusions. The obligations and restrictions set forth in this Section will not apply to any information that: (i) is or becomes generally known to the public through no fault of or breach of this Agreement by the receiving party; (ii) is rightfully known by the receiving party at the time of disclosure; (iii) is independently developed by the receiving party without access to the disclosing party’s Confidential Information; or (iv) the receiving party rightfully obtains from a third party who has the right to disclose such information without breach of any confidentiality obligation to the disclosing party.
- Permitted Disclosures. The provisions of this Section will not restrict either party from disclosing the other party’s Confidential Information: (i) pursuant to the order or requirement of a court, administrative agency, or other governmental body; provided that to the extent legally permitted, the party required to make such a disclosure gives reasonable notice to the other party to enable it to contest such order or requirement or limit the scope of such request; (ii) on a confidential basis to its legal or professional financial advisors; or (iii) as required under applicable securities regulations.
- Injunctive Relief. The receiving party acknowledges that disclosure of Confidential Information could cause substantial harm for which damages alone may not be a sufficient remedy, and therefore that upon any such disclosure by the receiving party, the disclosing party will be entitled to seek appropriate equitable relief in addition to whatever other remedies it might have at law.
- Amendment. Ironclad may modify the terms of this Agreement from time to time in its sole discretion by posting a revised version at https://legal.ironcladapp.com/#trial-license-agreement. Ironclad will provide you with notice of any major changes by requiring you to accept the updated Agreement before accessing the Free Trial. Continued use of the Free Trial after changes have been posted constitutes acceptance of the revised Agreement.
- Relationship Between the Parties. Nothing in this Agreement shall be construed as to create a partnership, joint venture, or agency relationship between the parties. Any such relationship can only be formed through separate agreement.
- Entire Agreement. This Agreement constitutes the complete and exclusive agreement between the parties concerning its subject matter and supersedes all prior or contemporaneous agreements or understandings, written or oral, concerning the subject matter of this Agreement.
- Governing Law. This Agreement will be governed by the laws of the State of California without reference to conflict of law principles. Each party agrees to submit to the exclusive jurisdiction of the courts located within the county of San Francisco, California to resolve any legal matter arising from this Agreement.
- Assignment. Neither party may assign any of its rights or obligations under this Agreement, whether by operation of law or otherwise, without the prior written consent of the other party (not to be unreasonably withheld).
FY2023 Product Descriptions
Version 2.17
Effective April 28th 2025
DownloadTable of Contents
Ironclad CLM
- Smart Import, which automatically extracts important contract data for verification when a customer uploads contracts to their Repository
- Clickwrap for CLM, which enables:
- Click-to-Accept - a mode of acceptance within Workflow Designer
- Public Workflows - self-service, publicly hosted contracts triggered by a launch form
- The included Smart Import Uploads entitlement replenishes annually, and unused uploads will not roll over from the previous year.
- The included signature packet entitlement is a one-time offer and unused packets will not roll over from the previous year.
- The included Custom AI Clauses entitlement is fixed and the clauses may be used through the duration of the Agreement.
- eSignature providers: Docusign, Adobe Acrobat Sign, Dropbox Sign (formerly HelloSign)
- Cloud Storage: Google Drive, OneDrive, Box, DropBox, Egnyte
- SSO: SAML based single sign on
Ironclad CLM User Types
- Create and maintain workflows in Workflow Designer
- Manage Groups, API Access, User Management, and Integration settings
- Create contract requests using workflow launch forms
- Manage and update contract versions using Ironclad Editor, Share Document, and document upload/download functionality
- View contracts in the Repository and Dashboard
- Be designated as a workflow signer or approver in workflow designer
- View contracts in the Repository and Dashboard
- Download reports from the Repository and Dashboard
- Be designated as a workflow signer in workflow designer
- Collaborate on active workflows via editor and activity feed comments
Ironclad CLM Add-ons
- Launch an Ironclad Workflow from a requisition request
- Automatically approve workflows in Ironclad based on Coupa approvals
- Automatically hold purchase order generation until a contract is executed in Ironclad
- Workflow Launch: Launch workflows from within Salesforce using a custom Lightning Web Component and map Salesforce fields to Ironclad workflow attributes
- Workflow Sync: Sync Ironclad process data to Salesforce via a custom object and provide users with the ability to refresh Ironclad workflows with updated source data from Salesforce
- Record Sync: Sync completed contracts and properties from Ironclad’s Repository to Salesforce’s standard Contract object or a custom object
- Launch a workflow in Ironclad from a list of vendors pulled in from OneTrust
- Map specific metadata from OneTrust on the vendor that you want to include on specific workflows
- Launch a new engagement in OneTrust for that vendor
- Create a new vendor in OneTrust and prevent approvals of the contract prior to the vendor being approved in OneTrust
- Adapt the quality and accuracy of AI results as well as improve the ability to understand any unique data and domain knowledge and context. 10 Custom AI clauses are included.
- Train and fine-tune Ironclad AI models for improved performance on customers’ most important clauses & provisions. Available to all Ironclad customers (NA & EUDC).
Ironclad Clickwrap
- Embedded Contracts: Your license will include a set number of embedded contracts, sold by location
- API (Application programming interface): Ironclad Clickwrap provides activity and REST APIs for customers to access clickwrap functionalities programmatically. API Access is governed by the API Terms of Use at https://legal.ironcladapp.com/api-terms-of-use, which are incorporated by reference here.
- JavaScript Snippet: The code snippet to be embedded on the customer website to display clickwrap agreements
- SDK (Software development kit): SDKs are wrapper for customers to access Ironclad Clickwrap APIs in their programming languages
- Snapshots: Snapshots allows users to configure, manage, and capture visual evidence of the clickwrap acceptance records
- Legal Centers: Web pages that Ironclad Clickwrap generates automatically to contain your legal contracts
Additional entitlements can be purchased, and are outlined in the section “Ironclad Clickwrap Add-Ons”.
Ironclad Clickwrap Add-ons
Success Plans
- 24/7 Success Resources: Unlimited access to live and self-paced training available on Ironclad Academy and Knowledge Base content in the Ironclad Help Center, and access to the Ironclad Community forums.
- Technical Support: Access to Ironclad Technical Support Experts 24 hours a day, Monday through Friday, through written cases.
- 24/7 Success Resources: Unlimited access to live and self-paced training available on Ironclad Academy and Knowledge Base content in the Ironclad Help Center, and access to the Ironclad Community forums.
- Technical Support: Access to Ironclad Technical Support Experts from 24 hours a day, Monday through Friday, through written cases.
- 24/7 Success Resources: Unlimited access to live and self-paced training available on Ironclad Academy and Knowledge Base content in the Ironclad Help Center, and access to the Ironclad Community forums.
- Success Management: Aligned Success Manager to assist with adoption, best practices and use-case optimization on the Ironclad platform. 1:1 account and optimization reviews, in addition to annual business review.
- Technical Support: Access to Ironclad Technical Support Experts 24 hours a day, 7 days a week, through written cases.
- 24/7 Success Resources: Unlimited access to live and self-paced training available on Ironclad Academy and Knowledge Base content in the Ironclad Help Center, and access to the Ironclad Community forums.
- Enterprise Success Management: Ongoing 1:1 personalized and recurring planning sessions, business reviews, and joint success plans centered around strategic goals and performance metrics.
- Technical Support: Access to Ironclad Technical Support Experts 24 hours a day 7 days a week, through written cases and live chat.
Jurist
Statement of Work - Guided Coupa Workflow Package
Version 1.2
Effective June 1st 2024
DownloadTable of Contents
Implementation Services | Description |
Guided Coupa Workflow Support | The Project Team shall advise and assist Customer in the configuration of their own Ironclad and Coupa-side configuration as detailed in section 3 of this SOW. |
- Prior to the initial meeting (the “Kickoff Meeting”), Ironclad will provide self-service materials and documentation applicable to the Integration (the “Integration Materials”) to Customer’s Coupa Administrator or other individual(s) as designated by Customer’s Project Manager (the “Coupa Administrator”).
- The Kickoff Meeting will be among the Project Team, Customer’s Project Manager and Coupa Administrator and include an introduction to the Integration and questions and clarifications (if any) regarding Customer’s review of the Integration Materials.
- Ironclad will hold up to five (5) sessions with the Coupa Administrator (“Guided Sessions”) to: (1) suggest Coupa and Ironclad integration points, (2) answer questions related to the Coupa Integration, and (3) guide Customer on its configuration of the integration features including workflow launch & automated approval. For the avoidance of doubt, Customer will be solely responsible for the design, configuration, and testing of all aspects of the Integration, and Ironclad will neither accept access to nor make any updates directly within Customer’s Coupa instance.
- In the event (i) Coupa Administrator requests more than five (5) Guided Sessions with Ironclad, and/or (ii) the Project Team provides more than ten (10) hours of support to Customer in connection with this Section 3, the Parties shall negotiate the terms of a Change Order in accordance with the process set forth in Section 7.
- Customer understands that Ironclad’s ability to perform the Implementation Services during the SOW Term depends upon Customer’s timely cooperation and collaborative participation with Ironclad.
- Customer will ensure that the appropriate resources (including, without limitation, the necessary business stakeholders, subject matter experts, and/or IT personnel for functional requirements gathering and implementation) attend and participate in all meetings.
- Customer will provide a dedicated project manager who will act as Ironclad’s primary point of contact during the SOW Term (the “Project Manager”). The Project Manager shall coordinate all aspects of each Milestone on behalf of the Customer and shall have the ability to engage in all Milestones.
- Customer will keep Ironclad apprised of business, organizational, and technical developments that may have a material impact on the performance of Implementation Services and Milestone timeline.
- Customer is responsible for any organizational change management activities to support the Implementation.
- Customer is responsible for the performance of its employees and agents, including any contribution they make to the Implementation, and for the accuracy and completeness of all data, information, and materials provided to Ironclad.
- The Implementation Services may include advice and recommendations, but Customer understands that all decisions in connection with the implementation of such advice and recommendations will be the responsibility of, and made by, Customer.
- Any materials shared by Ironclad that Ironclad makes available to similarly situated customers (by way of example only, training materials, Ironclad Help Center articles, etc.) are for illustrative purposes only, and Customer is solely responsible for the use, performance, maintenance, and risks associated with such materials.
- A delay impacting the Implementation caused by any third-party vendor providing services or products to Customer will be considered Customer’s responsibility.
- Ironclad is not responsible for any alteration or other modification made during or after the completion of the Implementation by Customer or third parties working on Customer’s behalf.
- Customer will obtain, at its own cost and expense, all third-party software, licenses, warranties, required hardware, and maintenance agreements. For the avoidance of doubt, Ironclad will not be responsible for: (i) delivery of custom demos; (ii) custom software development (including, without limitation, scripting, testing, deployment, and/or maintenance); (iii) changes to or advice on third-party systems or custom integrations (e.g., middleware); or (iv) alterations to Ironclad’s standard platform-level functionality that Ironclad makes available to all customers.
- Customer is responsible for overall project management, business process design, testing, end user training, change management, and any integration build not explicitly listed or defined in this SOW.
- Customer is responsible for the ongoing maintenance and updates of the Integration during the SOW Term and following the SOW Expiration Date.
- The Implementation Services will be provided remotely via videoconferencing in English during regular business hours (8:30 a.m. to 5:00 p.m. local time for the Ironclad Project Team), Monday through Friday (holidays excluded).
Sandbox Trial License Agreement
Version 1.4
Effective February 8th 2024
DownloadTable of Contents
- Affiliate means a legal entity that controls, is controlled by, or is under common control with a party, where “control” is defined as owning more than 50% of the voting shares of such entity.
- Authorized User means an employee or contractor of User or its Affiliates that User has registered to access and use the Sandbox Trial.
- Confidential Information means any business or technical information disclosed by one party to the other party, including User Data, provided that it is identified as confidential at the time of disclosure or that under the circumstances, a person exercising reasonable business judgment would understand it to be confidential or proprietary.
- User Data means the data and information input or uploaded into the Sandbox Trial by User or Authorized Users.
- Access to the Sandbox Trial. Subject to the terms of this Agreement, Ironclad grants to User a non-exclusive, non-sublicensable, non-transferable license to access and use a sandbox, test version of Ironclad’s digital contracting platform (the ”Sandbox Trial”) while this Agreement is in effect, solely for User’s evaluation and testing for the purpose of purchasing Ironclad products and services (“Evaluation Period”). Ironclad may provide assistance, support, maintenance, or other services relating to the Sandbox Trial during the Evaluation Period in its sole discretion. Ironclad may not backup User data or other information entered into the Sandbox Trial, and such User data or information may not be available for retrieval or otherwise compatible or usable with the Ironclad services. Ironclad may modify or discontinue the Sandbox Trial at any time. Use of the Ironclad platform after the Evaluation Period is subject to the parties entering into Ironclad’s Enterprise Services Agreement or similar definitive agreement. Direct competitors of Ironclad may not access or use the Sandbox Trial.
- Fees. There will be no fee for use of the Sandbox Trial.
- Use of the Sandbox Trial. User may access and use the Sandbox Trial only pursuant to any instructions provided by Ironclad to User. User will not, and will not encourage any third party to: (a) reverse-engineer, decompile, disassemble, or attempt to derive the source code for the Sandbox Trial, in whole or in part, except to the extent that such activities are permitted under applicable law; (b) copy, frame, mimic, replicate, or mirror any part of Ironclad or the Sandbox Trial, or distribute, license, sublicense, lease, rent, loan, or otherwise transfer access rights to the Sandbox Trial to any third party; (c) use the Sandbox Trial for the purpose of creating a product or service competitive with Ironclad, the Sandbox Trial, or a derivative work of the Sandbox Trial; (d) disclose the results of any benchmark tests on the Sandbox Trial without Ironclad’s prior written consent; (e) remove, delete, alter, or obscure any trademarks, specifications, documentation, end user license agreement, Privacy Policy, warranties or disclaimers, or any intellectual property or proprietary rights notices regarding the Sandbox Trial; (f) remove, circumvent, disable, damage, or otherwise interfere with security-related features of the Sandbox Trial or features that enforce limitations on use of the Sandbox Trial; (g) upload any sensitive, personal, or other information to the Sandbox Trial that would subject Ironclad to any data privacy or data protection laws; or (h) use the Sandbox Trial other than as described in the documentation provided or in violation of applicable law or any party’s rights.
- Restrictions. User will not allow anyone other than their own Authorized Users to access or use the Sandbox Trial from User’s accounts. User will not and will ensure that its Authorized Users do not: (i) attempt to interfere with or disrupt the Sandbox Trial (or any related systems or networks) or use the Sandbox Trial other than directly for User’s benefit; (ii) copy, modify or distribute any portion of the Sandbox Trial; (iii) rent, lease, or resell the Sandbox Trial; (iv) transfer any of its rights hereunder; or (v) reverse-engineer or access the Sandbox Trial in order to build a competitive product or service.
- Term. This Agreement shall commence on the Effective Date and shall continue until sixty (60) days after the Effective Date, unless otherwise agreed by both parties in writing, or upon either party’s written notice to the other of termination of this Agreement.
- Termination. Either party may terminate this Agreement upon written notice at any time and for any reason.
- Rights and Obligations Upon Expiration or Termination. Upon expiration or termination of this Agreement, User’s right to access and use the Sandbox Trial shall immediately terminate, and User shall immediately cease all use of the Sandbox Trial.
- Data Deletion. Within ninety (90) calendar days of the Agreement’s expiration or termination, Ironclad will securely destroy (per subsection (iii) below) all copies of User Data (including automatically created archival copies).
- User owns and retains: (i) the User Data; (ii) User’s name, logo and other trademarks; and (iii) all Intellectual Property Rights in and to any of the foregoing.
- Ironclad owns and retains: (i) the Ironclad platform, and all improvements, enhancements or modifications made by any party; (ii) any software, applications, inventions or other technology developed by Ironclad in connection with providing the Sandbox Trial; (iii) Ironclad’s name, logo, and other trademarks; and (iv) all Intellectual Property Rights in and to any of the foregoing.
- Use and Nondisclosure. A receiving party will not use the disclosing party’s Confidential Information except as necessary under this Agreement and will not disclose Confidential Information to any third party except: (a) to those of its employees and contractors who have a business need to know such Confidential Information; provided that each such employee and contractor is bound to confidentiality restrictions at least as restrictive as the terms set forth in this Agreement. Each receiving party will protect the disclosing party’s Confidential Information from unauthorized use and disclosure using efforts equivalent to the efforts that the receiving party uses with respect to its own Confidential Information and in no event less than a reasonable standard of care. The provisions of this Section will remain in effect during the Term and for a period of five (5) years after the expiration or termination thereof, except with regard to trade secrets of the disclosing party, which will be held in confidence for as long as such information remains a trade secret.
- Exclusions. The obligations and restrictions set forth in this Section will not apply to any information that: (i) is or becomes generally known to the public through no fault of or breach of this Agreement by the receiving party; (ii) is rightfully known by the receiving party at the time of disclosure; (iii) is independently developed by the receiving party without access to the disclosing party’s Confidential Information; or (iv) the receiving party rightfully obtains from a third party who has the right to disclose such information without breach of any confidentiality obligation to the disclosing party.
- Permitted Disclosures. The provisions of this Section will not restrict either party from disclosing the other party’s Confidential Information: (i) pursuant to the order or requirement of a court, administrative agency, or other governmental body; provided that to the extent legally permitted, the party required to make such a disclosure gives reasonable notice to the other party to enable it to contest such order or requirement or limit the scope of such request; (ii) on a confidential basis to its legal or professional financial advisors; or (iii) as required under applicable securities regulations.
- Injunctive Relief. The receiving party acknowledges that disclosure of Confidential Information could cause substantial harm for which damages alone may not be a sufficient remedy, and therefore that upon any such disclosure by the receiving party, the disclosing party will be entitled to seek appropriate equitable relief in addition to whatever other remedies it might have at law.
- Amendment. Ironclad may modify the terms of this Agreement from time to time in its sole discretion by posting a revised version at https://legal.ironcladapp.com/#sandbox-trial-license-agreement. Ironclad will provide you with notice of any major changes by requiring you to accept the updated Agreement before accessing the Sandbox Trial. Continued use of the Sandbox Trial after changes have been posted constitutes acceptance of the revised Agreement.
- Relationship Between the Parties. Nothing in this Agreement shall be construed as to create a partnership, joint venture, or agency relationship between the parties. Any such relationship can only be formed through separate agreement.
- Entire Agreement. This Agreement constitutes the complete and exclusive agreement between the parties concerning its subject matter and supersedes all prior or contemporaneous agreements or understandings, written or oral, concerning the subject matter of this Agreement.
- Governing Law. This Agreement will be governed by the laws of the State of California without reference to conflict of law principles. Each party agrees to submit to the exclusive jurisdiction of the courts located within the county of San Francisco, California to resolve any legal matter arising from this Agreement.
- Assignment. Neither party may assign any of its rights or obligations under this Agreement, whether by operation of law or otherwise, without the prior written consent of the other party (not to be unreasonably withheld).
FY2024 Product Descriptions
Version 2.6
Effective April 28th 2025
DownloadTable of Contents
Ironclad CLM
Ironclad CLM provides access to create, manage, and store contracts. CLM also automatically extracts important contract data for verification when a customer uploads contracts to their repository. Includes API access for Okta and SCIM integrations.
- The included Smart Import Uploads entitlement replenishes annually, and unused uploads will not roll over from the previous year.
- The included signature packet entitlement is a one-time offer and unused packets will not roll over from the previous year.
- The included Custom AI Clauses entitlement is fixed and the clauses may be used through the duration of the Agreement.
- eSignature providers: Docusign, Adobe Acrobat Sign, Dropbox Sign (formerly HelloSign)
- Cloud Storage: Google Drive, OneDrive, Box, DropBox, Egnyte
- SSO: SAML based single sign on
Ironclad CLM User Types
Requester Seats have the ability to:
- Create contract requests using workflow launch forms
- View, comment on, upload/download drafts, and search for contracts
- Approve contracts that they have launched
- Sign contracts
Standard Seats are for business users who interact with all aspects of the Ironclad platform, but do not make changes to admin settings or workflow configurations. In addition to the abilities of Requester Seats, they have the ability to:
- Edit contracts using Ironclad Editor, including the ability to redline documents or draft new clauses using AI Assist, powered by OpenAI
- Be designated as a workflow approver for any contracts in Workflow Designer
- Search, view, and upload contracts in the Repository and create custom Repository and Dashboard views
- Create and view reports in Insights
Administrator Seats have full access to Ironclad's platform, allowing them to control user permissions, workflow configurations, integrations, and other admin settings. In addition to the abilities of Standard Seats, they have the ability to:
- Create and maintain workflow configurations in Workflow Designer
- Manage Groups, API Access, User Management, and Integration settings
Note: For all user types, a user account is associated with a single email address. Multiple individuals may not share the same user account unless those individuals also have their own independent accounts.
Ironclad CLM Add-ons
Ironclad's Coupa Integration streamlines the contract process for procurement with the ability to:
- Launch an Ironclad Workflow from a requisition request
- Automatically approve workflows in Ironclad based on Coupa approvals
- Automatically hold purchase order generation until a contract is executed in Ironclad
Ironclad's Salesforce Integration includes access to Ironclad’s Salesforce Managed Package through the Salesforce AppExchange, and access to Ironclad-side configuration settings to configure the following functionality:
- Workflow Launch: Launch workflows from within Salesforce using a custom Lightning Web Component and map Salesforce fields to Ironclad workflow attributes
- Workflow Sync: Sync Ironclad process data to Salesforce via a custom object and provide users with the ability to refresh Ironclad workflows with updated source data from Salesforce
- Record Sync: Sync completed contracts and properties from Ironclad’s Repository to Salesforce’s standard Contract object or a custom object
- Launch a workflow in Ironclad from a list of vendors pulled in from OneTrust
- Map specific metadata from OneTrust on the vendor that you want to include on specific workflows
- Launch a new engagement in OneTrust for that vendor
- Create a new vendor in OneTrust and prevent approvals of the contract prior to the vendor being approved in OneTrust
API Access: API Access includes access to REST endpoints, webhooks, authentication tokens, and Ironclad-side configuration settings for Ironclad Workflows and Repository. API Access is governed by the API Terms of Use at https://legal.ironcladapp.com/api-terms-of-use, which are incorporated by reference here. Purchasing API Access is required for any API use beyond the basic Okta and SCIM integrations included with Ironclad CLM. API Access does not include access to Ironclad Signature API endpoints.
Additional API calls: Additional API calls beyond the standard number that comes with API Access.
Additional Smart Import Uploads: Additional Smart Import uploads beyond the annual imports that come with an Ironclad CLM subscription.
Non-production Separate Instance: Ironclad instance for non-production uses such as training and testing.
Use of Ironclad's EU data center: Ironclad's European Union data center is based in Belgium with a backup center in Germany. This data center allows EU customers to store their data locally within the EU.
Additional 1TB of Storage: Additional storage beyond the standard 1 TB amount.
- Adapt the quality and accuracy of AI results as well as improve the ability to understand any unique data and domain knowledge and context. 10 Custom AI clauses are included.
- Train and fine-tune Ironclad AI models for improved performance on customers’ most important clauses & provisions. Available to all Ironclad customers (NA & EUDC).
Ironclad Signature
- Application: When completed via the Ironclad Application (i.e. Ironclad CLM), a contract is “completed” when all signatures (acceptances) are collected and at least 1 signature (acceptance) is captured with Ironclad Signature. Note: this is only available with Ironclad CLM.
- API: When completed via the Ironclad API (i.e. Activity API, Embedded Clickwrap), a completed contract includes up to ten (10) agreed events per session per signer. An agreed event occurs when a signer checks an embedded clickwrap checkbox or a separate template is agreed to per checkbox (eg, 2 templates are linked to 1 checkbox equals 2 agreed events). Note: this is only available with the Ironclad Signature API Access Fee.
- API (Application programming interface) access: Activity and REST APIs that facilitate document generation and acceptance functionality programmatically. API use is governed by the API Terms of Use at https://legal.ironcladapp.com/api-terms-of-use, which are incorporated by reference here. SDKs are also available.
- Embedded Clickwrap application: A web application that supports the creation and management of documents that can be rendered natively in external systems.
- JavaScript Snippet: A code snippet that enables rendering documents natively in external systems.
- Snapshots: Configure, manage, and capture visual evidence of documents rendered in external systems.
- Legal Centers: Web pages that Ironclad generates automatically to present legal contracts. They provide the ability to manage, publish, and host legal terms online and incorporate them by reference in other documents. One (1) legal center on a standard domain is included.
Jurist
Ironclad Public Workflows
Ironclad’s Public Workflows (Standard) facilitate self-service contract generation and presentation via a publicly hosted URL. Public Workflows are triggered by a launch form and accepted using Ironclad Signature or an integrated eSignature provider.
Ironclad Legal Centers
Legal Centers provide the ability to manage, publish, and host legal terms online and incorporate them by reference in other documents. Package includes:
- 1 Legal Center link
- Branding with company logo
- Standard domain (No HTML/CSS customization)
Success Plans
- 24/7 Success Resources: Unlimited access to live and self-paced training available on Ironclad Academy and Knowledge Base content in the Ironclad Help Center, and access to the Ironclad Community forums.
- Technical Support: Access to Ironclad Technical Support Experts, Monday - Friday, through written cases.
- Technical Support first response times for issues as classified by Ironclad:
- P0: 4 hours
- P1: 8 hours
- P2: 24 hours
- P3: 48 hours
The Priority Success Plan helps you achieve your goals with self-guided resources and accelerated response times with our Technical Support team. Included in this package are:
- 24/7 Success Resources: Unlimited access to live and self-paced training available on Ironclad Academy and Knowledge Base content in the Ironclad Help Center, and access to the Ironclad Community forums.
- Technical Support: Access to Ironclad Technical Support Experts, Monday - Friday, through written cases.
- Technical Support first response times for issues as classified by Ironclad:
- P0: 4 hours
- P1: 6 hours
- P2: 12 hours
- P3: 24 hours
The Premier Success Plan provides you with access to success management assistance for adoption guidance during business hours as well as accelerated response times with our Technical Support team. Included in this package are:
- 24/7 Success Resources: Unlimited access to live and self-paced training available on Ironclad Academy and Knowledge Base content in the Ironclad Help Center, and access to the Ironclad Community forums.
- Success Management: Aligned Success Manager to assist with adoption, best practices, and use-case optimization on the Ironclad platform. This includes 1:1 account and optimization reviews, in addition to an annual business review.
- Technical Support: Access to Ironclad Technical Support Experts, 24 hours a day, 7 days a week, through written cases.
- Technical Support first response times for issues as classified by Ironclad:
- P0: 2 hours
- P1: 4 hours
- P2: 12 hours
- P3: 24 hours
The Enterprise Success Plan provides you with our highest level of access to success management assistance during business hours, including proactive health monitoring and adoption guidance.
- 24/7 Success Resources: Unlimited access to live and self-paced training available on Ironclad Academy and Knowledge Base content in the Ironclad Help Center, and access to the Ironclad Community forums.
- Success Management: Aligned Success Manager for ongoing 1:1 personalized and recurring planning sessions, business reviews, and joint success plans centered around strategic goals and performance metrics.
- Technical Support: Access to Ironclad Technical Support Experts, 24 hours a day, 7 days a week, through written cases and live chat.
- Technical Support first response times for issues as classified by Ironclad:
- P0: 1 hour
- P1: 2 hours
- P2: 4 hours
- P3: 8 hours
For all Success Plans, the following definitions apply:
- P0 - Ironclad production issue affecting all users, including system unavailability and data integrity issues with no workaround available. Software is materially non-functional.
- P1 - Significant or ongoing interruptions of use of critical software functions with no acceptable workaround available.
- P2 - Minor or limited interruptions of use of a non-critical software function. Issue affecting some but not all users. Short-term workaround is available.
- P3 - General questions and issues pertaining to the software. Information requested about software capabilities, usability, deployment or configuration.
Statement of Work - CLM Guide Package
Version 1.4
Effective June 1st 2024
DownloadTable of Contents
Ironclad Statement of Work for the CLM Guide Package
This Ironclad Statement of Work for the CLM Guide Package (the “Statement of Work” or “SOW”) effective as of the Effective Date of the Order Form (the “SOW Effective Date”) describes the scope of work to be provided to the customer identified in the Order Form (“Customer”) by Ironclad, Inc. (“Ironclad”), and is governed by the terms of the Professional Services Agreement, unless there is an executed Enterprise Services Agreement (or similar primary agreement) by and between Customer and Ironclad (the “Governing Agreement”), which shall govern. Each of Ironclad and Customer are sometimes referred to herein individually as a “Party” and collectively as the “Parties.” Notwithstanding any other defined term used in this SOW, the Governing Agreement, or the applicable Order Form, the term “Enterprise Services” as used herein shall mean Ironclad’s cloud-based web platform delivered and accessible through https://www.ironcladapp.com.
Implementation Services | Description |
Collaborative Configuration | The Project Team (defined below) shall assist Customer’s Program Driver (defined below) in the configuration of one (1) Basic Workflow (defined below), as identified in the Order Form and detailed in Section 3 of this SOW (hereafter, the “Workflow”). |
Systems Setup | The Project Team shall update Ironclad settings to allow Customer to setup and configure Customer’s pre-existing Cloud Storage, eSignature, and SSO. |
Guided Smart Import Contract Migration | If Customer expects to migrate legacy contracts to Ironclad, the Project Team shall provide up to five (5) hours of support to guide Customer through contract migration using Ironclad’s Smart Import functionality. Guidance in Ironclad’s Metadata Import functionality is out-of-scope. |
- Prior to the commencement of the Kickoff Meeting (defined below), Customer will complete a contract migration and workflow readiness workbook, in a form provided by Ironclad, that will provide Ironclad access to all current and complete copies of the following Customer information relevant to Customer’s Workflow: (i) Customer’s business process (which shall include, without limitation, Customer’s processes, contract approval and signature procedures/matrices, policies, and/or workflow diagrams); (ii) Customer’s contract template, conspicuously annotated with dynamic fields and conditional logic; and (iii) architecture designs and technical integration components (which may include Customer’s eSignature, SSO, and/or pre-existing Cloud Storage provider information). Subclauses (i) through (iii) herein shall collectively be referred to as the “Business Requirements.”
- Prior to the commencement of the Kickoff Meeting, Ironclad will also provide access to standard Admin Training, which can be consumed via on-demand by enrolling in the Admin Learning Path or by registering for the instructor-led, one-to-many Admin Training sessions hosted by Ironclad Academy. It is recommended that a Customer consumes training prior to the Kickoff Meeting (defined below). This Admin training content provides an overview of Ironclad and orients customers to the platform's most important features and key best practice considerations. For the avoidance of doubt, no resources or training will be specifically developed or otherwise customized for Customer.
- Following Ironclad’s receipt of the Business Requirements and Customer’s completion of the Admin Trainings, Ironclad will schedule and conduct an initial two (2) hour meeting (the “Kickoff Meeting”). The Kickoff Meeting will include (a) an introduction to Ironclad and Ironclad personnel; (b) an overview of the Implementation Services and the Implementation timelines, including setting a tentative Workflow launch date; (c) an end-to-end walk through of Workflow Designer using a stock demo; (d) Ironclad advising on best practices for Customer to setup and configure Customer’s pre-existing Cloud Storage, eSignature, and SSO systems (if necessary); and (e) and a pre-implementation workshop, where Ironclad and Customer will collaboratively review and clarify Customer’s Business Requirements and map the Business Requirements to Workflow Designer.
- The Parties will hold two (2) working sessions of up to two (2) hours each to collaboratively configure and iterate the Customer’s Workflow in Workflow Designer in accordance with Customer’s Business Requirements.
- One (1) working session will include an introduction to User Acceptance Testing (“UAT”) for the Customer to soft-launch the Workflow to a limited number of users for the purposes of testing and receiving user feedback. For the avoidance of doubt, Ironclad will not be responsible for preparing, documenting, or customizing any materials for the purposes of Customer’s UAT. Ironclad will not be responsible for any aspects of the execution of such Customer-led UAT session(s).
- The “Collaborative Configuration” process shall entail Customer’s Program Driver designing, building, and testing all aspects of the Workflow, sharing their screen as necessary, with Ironclad answering questions and providing best practice guidance. The intent of the “Collaborative Configuration” model is to train Customer’s Program Driver on Ironclad’s Workflow Designer functionality and to recommend best practices for future Customer-built workflows.
- The Parties will hold two (2) working sessions of up to (2) hours each to collaboratively finalize the Customer’s Workflow.
- The first working session shall include: (a) a review of Customer’s consolidated UAT feedback; (b) any collaborative iterations required to conform the Workflow to Customer’s Business Requirements and UAT feedback; and (c) Customer’s completing a full end-to-end test of the Workflow, including a walkthrough of the Workflow’s (i) launch form, (ii) review step, and (iii) sign step. If necessary, Customer agrees to conduct any post-meeting Workflow testing to confirm it is ready for launch and conforms to Customer’s Business Requirements.
- The second working session shall include: (a) collaborative iteration of the Workflow (if necessary); (b) Ironclad advising on best practices on (i) file path management and file storage, (ii) Repository access and use, (iii) Smart Import and legacy document upload, and (iv) Workflow roles; (c) a walkthrough of Customer’s groups, permissions, and admin settings to ensure; and (d) collaborative planning to make the Workflow available to Customer’s end users, including defining a launch plan and confirming the launch date (“Launch Planning Meeting”). Ironclad will not be responsible for preparing, documenting, or customizing any of Customer’s launch materials.
- Ironclad will schedule and conduct a thirty (30) minute discovery meeting with the relevant members of Customer’s Project Team to review the current state of Customer’s legacy contracts. Ironclad will provide best practice guidance around preparing legacy contracts for migration via Smart Import.
- Customer will consolidate legacy contracts, following Ironclad’s recommendations, to prepare for the migration to Ironclad.
- Ironclad will hold one (1) working session of up to one (1) hour to collaboratively import up to ten (10) contracts via Smart Import, create up to three (3) custom AI clauses, and configure associated Repository features, including contract reminder emails, saved views, and permissions.
- Ironclad will provide self-service materials and documentation applicable to Customer’s Project Team.
- Ironclad is not responsible for nor guarantees the full migration of all legacy documents/contracts into the Repository during the period of the implementation timeline stated in the SOW.
- Ironclad will hold up to two (2) sessions of up to (30) minutes each to troubleshoot questions related to Smart Import.
- For the avoidance of doubt, Customer will be responsible for any metadata import. This support is not intended to support the metadata migration scope.
- For a period of two (2) weeks following the Launch Planning Meeting, the Ironclad Project Team will be available through email to support the Customer on any final Workflow related questions that may arise (the “Hypercare Period”).
- At the end of the Hypercare Period, Ironclad will host one (1) final session to answer Customer’s questions, if any, prior to transitioning Customer to Ironclad’s Digital Success Management team.
- Customer understands that Ironclad’s ability to perform the Implementation Services during the SOW Term depends upon Customer’s timely cooperation and collaborative participation with Ironclad.
- Customer agrees to allow Ironclad to schedule each of the working sessions referenced in Sections 3B and 3C no later than one (1) week following the completion of the Kickoff Meeting. Customer may request a rescheduling of one (1) working session. Ironclad may accept further re-scheduling requests in its sole discretion but makes no representation that such request will be accommodated. Should Ironclad request to reschedule, the SOW Term may be extended by mutual agreement if a new date cannot be found that is within one (1) week of the original working session and such new date would cause the Parties to exceed the SOW Expiration Date.
- Customer will ensure that the appropriate resources (including, without limitation, the necessary business stakeholders, subject matter experts, and/or IT personnel for functional requirements gathering and implementation) attend and participate in all meetings, working sessions, training, and testing.
- Customer will provide an executive sponsor to the Implementation who possesses knowledge of existing Customer processes and has the ability and authority to champion business process changes for Customer.
- Customer will provide a dedicated Program Driver who will act as Ironclad’s primary point of contact during the SOW Term (the “Program Driver”). The Program Driver shall coordinate all aspects of each meeting on behalf of the Customer and shall have the ability to engage in all meetings including, but not limited to, Workflow building.
- Customer will keep Ironclad apprised of business, organizational, and technical developments that may have a material impact on the performance of Implementation Services and timelines.
- Customer is responsible for any organizational change management activities to support the Implementation.
- Customer is responsible for the performance of its employees and agents, including any contribution they make to the Implementation, and for the accuracy and completeness of all data, information, and materials provided to Ironclad.
- The Implementation Services may include advice and recommendations, but Customer understands that all decisions in connection with the implementation of such advice and recommendations will be the responsibility of, and made by, Customer.
- Any materials shared by Ironclad that Ironclad makes available to similarly situated customers (by way of example only, training materials, Ironclad Help Center articles, etc.) are for illustrative purposes only, and Customer is solely responsible for the use, performance, maintenance, and risks associated with such materials.
- A delay impacting the Implementation caused by any third-party vendor providing services or products to Customer will be considered Customer’s responsibility.
- Ironclad is not responsible for any alteration or other modification made, during or after the completion of the Implementation, by Customer or third parties working on Customer’s behalf.
- Customer will obtain, at its own cost and expense, all third-party software, licenses, warranties, required hardware, and maintenance agreements. For the avoidance of doubt, Ironclad will not be responsible for: (i) delivery of custom demos; (ii) custom software development (including, without limitation, scripting, testing, deployment, and/or maintenance); (iii) changes to or advice on third-party systems or custom integrations (e.g., middleware); or (iv) alterations to Ironclad’s standard platform-level functionality that Ironclad makes available to all customers.
- Customer is responsible for overall project management, template rationalization, business process design, testing, end user training, change management, and any integration build not explicitly listed or defined in this SOW.
- Customer is responsible for the ongoing maintenance and updates of completed workflow(s) during the SOW Term and following the SOW Expiration Date.
- To the extent configurable components of a Workflow and/or the contract template(s) must be in a language other than English, Customer will be responsible for performing any translations required.
- Customer understands that during the Implementation Services, Workflows are defined as below:
- “Basic Workflow” is considered to be a workflow that has no more than three (3) unique templates, no more than five (5) Approvers, no more than three (3) playbook clauses that include up to three (3) fallback and preferred positions, does not integrate with any SFDC, Coupa, or custom API integrations and is utilized by Customer but none of Customer’s Business Entities (together, the “Basic Workflow Requirements”).
- “Approvers” are those roles listed within the “Review” window within Workflow Designer and added using either “Add Approver” or “Add advanced conditions”.
- “Customer Business Entities” includes any entity organized to do business and operates under a different business name than Customer. Should Customer exceed the limits for the Basic Workflow Requirements, Ironclad in its sole discretion may require Customer to update the relevant Workflow so it abides by the relevant Workflow Requirements. Following the completion of the Implementation Services, Customer is no longer bound by the Basic Workflow Requirements.
- The Implementation Services will be provided remotely via videoconferencing in English during regular business hours (8:30 a.m. to 5:00 p.m. local time for the Ironclad Project Team), Monday through Friday (holidays excluded).
Statement of Work - CLM Assist Package
Version 1.3
Effective June 1st 2024
DownloadTable of Contents
Ironclad Statement of Work for the CLM Assist Package
This Ironclad Statement of Work for the CLM Assist Package (the “Statement of Work” or “SOW”) effective as of the Effective Date of the Order Form (the “SOW Effective Date”) describes the scope of work to be provided to the customer identified in the Order Form (“Customer”) by Ironclad, Inc. (“Ironclad”), and is governed by the terms of the Professional Services Agreement, unless there is an executed Enterprise Services Agreement (or similar primary agreement) by and between Customer and Ironclad (the “Governing Agreement”) which shall govern. Each of Ironclad and Customer are sometimes referred to herein individually as a “Party” and collectively as the “Parties.” Notwithstanding any other defined term used in this SOW, the Governing Agreement, or the applicable Order Form, the term “Enterprise Services” as used herein shall mean Ironclad’s cloud-based web platform delivered and accessible through https://www.ironcladapp.com.
Implementation Services | Description |
Collaborative Configuration | The Project Team (defined below) shall assist Customer’s Program Driver (defined below) in the configuration of one (1) Advanced Workflow (defined below) and one (1) Workflow (defined below), as identified in the Order Form and detailed in Section 3 of this SOW (collectively, the “Workflows”). |
Systems Setup | The Project Team shall update Ironclad settings to allow Customer to setup and configure Customer’s pre-existing Cloud Storage, eSignature, and SSO systems. |
Guided Smart Import Contract Migration | If Customer expects to migrate legacy contracts to Ironclad, the Project Team shall provide up to five (5) hours of support to guide Customer through contract migration using Ironclad’s Smart Import functionality. Guidance in Ironclad’s Metadata Import functionality is out-of-scope. |
Guided Salesforce Workflow Setup (if purchased) | The Project Team shall provide up to eight (8) hours of support to allow Customer to setup and configure its own Salesforce-side configuration and the Project Team shall advise and assist as detailed in Section 3 of this SOW. |
Guided Coupa Workflow Setup (if purchased) | The Project Team shall provide up to eight (8) hours of support to allow Customer to setup and configure its own Coupa-side configuration and the Project Team shall advise and assist as detailed in Section 3 of this SOW. |
- Milestone 1: Pre-Implementation Readiness and Discovery
- Prior to the commencement of the Kickoff Meeting (defined below), Customer will complete a contract migration and workflow readiness workbook, in a form provided by Ironclad, that will provide Ironclad access to all current and complete copies of the following Customer information relevant to Customer’s Workflow: (i) Customer’s business process (which shall include, without limitation, Customer’s processes, contract approval and signature procedures/matrices, policies, and/or workflow diagrams); (ii) Customer’s contract template, conspicuously annotated with dynamic fields and conditional logic; and (iii) architecture designs and technical integration components (which may include Customer’s eSignature, SSO, and/or pre-existing Cloud Storage provider information). Subclauses (i) through (iii) herein shall collectively be referred to as the “Business Requirements.”
- Following Ironclad’s receipt of the Business Requirements, Ironclad will schedule and conduct an initial two (2) hour meeting (the “Kickoff Meeting”). The Kickoff Meeting will include (a) an introduction to Ironclad and Ironclad personnel; (b) an overview of the Implementation Services and the Implementation timelines, including setting a tentative Workflow launch date; (c) an end-to-end walk through of Workflow Designer using a stock demo; (d) Ironclad advising on best practices for Customer to setup and configure Customer’s pre-existing Cloud Storage, eSignature, and SSO systems (if necessary); and (e) a pre-implementation workshop, where Ironclad and Customer will collaboratively review and clarify Customer’s Business Requirements and map the Business Requirements to Workflow Designer.
- Milestone 1 must be completed no later than thirty (30) days from the SOW Effective Date (the “Milestone 1 Completion Date”).
- Milestone 2: Prepare to Build: Live Private Admin Trainings
- Following the Milestone 1 Completion Date, Ironclad will host two (2) live private Admin training sessions with a duration of approximately two (2) hours each (together, the “Admin Trainings”) for no more than five (5) Customer attendees per session. The Parties shall mutually agree upon the dates and times of each Admin Training session at least ten (10) business days in advance of such sessions. Each Admin Training shall be scheduled to occur during business hours (8:30am to 5:00pm) in the Central Standard Time Zone. Trainings include:
- “Get to Know Ironclad,” which provides an overview of Ironclad’s interface by orienting attendees to the platform and different user types in preparation for (i) building workflows, and (ii) management of inflight contracts and permissions; and
- “Design a Workflow and Manage Records,” provides an overview of how to (a) build a workflow in Workflow Designer (“Workflow Designer”), and (b) search, filter, set permissions, and manage notifications in the Repository.
- Ironclad will provide to Customer .pdf versions of the Admin Training decks and the video recordings of the Admin Trainings for reference. For the avoidance of doubt, no resources or trainings will be specifically developed or otherwise customized for Customer.
- Live Private Admin Trainings (Milestone 2) must be completed prior to the start of Milestone 3 (the “Milestone 2 Completion Date”).
- Milestone 3: Building Workflow #1 and Review, Updates, and Finalization
- Following the Milestone 2 Completion Date, the Parties will hold four (4) working sessions of up to one (1) hour each to collaboratively configure and iterate the Customer’s Advanced Workflow in Workflow Designer in accordance with Customer’s Business Requirements.
- A portion of the final working session will include an introduction to User Acceptance Testing (“UAT”) for the Customer to soft-launch the Workflow to a limited number of users for the purposes of testing and receiving user feedback. For the avoidance of doubt, Ironclad will not be responsible for preparing, documenting, or customizing any materials for the purposes of Customer’s UAT. Ironclad will not be responsible for any aspects of the execution of such Customer-led UAT session(s).
- The “Collaborative Configuration” process shall entail Customer’s Program Driver designing, building, and testing all aspects of the Workflow, sharing their screen as necessary, with Ironclad answering questions and providing best practice guidance. The intent of the “Collaborative Configuration” model is to train Customer’s Program Driver on Ironclad’s Workflow Designer functionality and to recommend best practices for future Customer-built workflows.
- Milestone 3 must be completed within three (3) to seven (7) weeks of the Milestone 2 Completion Date (the “Milestone 3 Completion Date”)
- Milestone 4: Building Workflow #2 and Review, Updates, and Finalization
- Following the Milestone 3 Completion Date, the Parties will hold two (2) working sessions of up to (1) hour each to collaboratively configure and iterate the Customer’s Basic Workflow in Workflow Designer in accordance with Customer’s Business Requirements. Prior to the first working session, Customer will have built a version 1 of the Basic Workflow.
- Milestone 4 must be completed within two (2) to three (3) weeks of the Milestone 3 Completion Date (the “Milestone 4 Completion Date”).
- Milestone 5: Smart Import Contract Migration
- Following the Milestone 4 Completion Date, Ironclad will schedule and conduct a thirty (30) minute discovery meeting with the relevant members of Customer’s Project Team to review the current state of Customer’s legacy contracts. Ironclad will provide best practice guidance around preparing legacy contracts for migration via Smart Import.
- Customer will consolidate legacy contracts, following Ironclad’s recommendations, to prepare for the migration to Ironclad.
- Ironclad will hold one (1) working session of up to one (1) hour to collaboratively import up to ten (10) contracts via Smart Import, create up to three (3) custom AI clauses, and configure associated Repository features, including contract reminder emails, saved views, and permissions.
- Ironclad will provide self-service materials and documentation applicable to Customer’s Project Team.
- Ironclad is not responsible for nor guarantees the full migration of all legacy documents/contracts into the Repository during the period of the implementation timeline stated in the SOW.
- Ironclad will hold up to two (2) sessions of up to (30) minutes each to troubleshoot questions related to Smart Import.
- For the avoidance of doubt, Customer will be responsible for any metadata import. This support is not intended to support the metadata migration scope.
- Milestone 6: User End Testing Completion, Train, and Launch Preparations
- Following the Milestone 4 Completion Date, the Parties will hold two (2) working sessions of up to (1) hour each to collaboratively finalize the Customer’s Workflow.
- The first working session shall be for the Parties to review Customer’s consolidated UAT feedback and to provide guidance to Customer so that Customer can incorporate its UAT feedback into the Workflows (so long as such updates are comprised of actionable fixes that can be performed using the standard platform-level functionality that Ironclad makes available to all customers). If necessary, Customer agrees to conduct any post-meeting Workflow testing to confirm each is ready for launch and conforms to Customer’s Business Requirements.
- The second working session shall include: (a) Customer’s completing a full end-to-end test of the Workflow, including a walkthrough of the Workflow’s (i) launch form, (ii) review step, and (iii) sign step; (b) Ironclad advising on best practices on (i) file path management and file storage, (ii) Repository access and use, (iii) Smart Import and legacy document upload, and (iv) Workflow roles; (c) a walkthrough of Customer’s groups, permissions, and admin settings to ensure; and (d) collaborative planning to make the Workflow available to Customer’s end users, including defining a launch plan and confirming the launch date (“Launch Planning Meeting”).
- In connection with Launch Planning, Ironclad will walkthrough the configuration of Customer’s groups, permissions, and admin settings. For the avoidance of doubt, Ironclad will not be responsible for preparing, documenting, or customizing any of Customer’s launch materials, and Ironclad will not be responsible for any aspects of the execution of any Customer-led launch preparation or end user training sessions.
- Milestone 5 must be completed within one (1) to two (2) weeks of the Milestone 4 Completion Date (the “Milestone 5 Completion Date”).
- Milestone 7: Hypercare, End User Support, Project Wrap-up & Transition
- Following the Milestone 5 Completion Date and for a period of two (2) weeks, the Ironclad Project Team will be available through email to support the Customer on any final workflow related questions that may arise (the “Hypercare Period”).
- At the end of the Hypercare Period, Ironclad will host one (1) final session to answer Customer’s questions, if any, prior to transitioning Customer to Ironclad’s Digital Success Management team (the “Transition Meeting”).
- Services Related to SFDC or Coupa (In Reference to Software Purchase)
- If Customer is purchasing the SFDC or Coupa integration (software) as identified in the Order Form, Customer agrees to staff an SFDC or Coupa Administrator, as applicable, who will serve as Customer’s primary point of contact with respect to the SFDC or Coupa integration (software) as set forth in this SOW (the “Integration Administrator”). The Integration Administrator will be responsible for configuring the Customer's SFDC or Coupa integration with Ironclad and managing any and all updates in Customer’s SFDC or Coupa instance in connection with the Implementation. For the avoidance of doubt, Ironclad will neither accept access to nor make any updates directly within Customer’s SFDC or Coupa instance.
- Ironclad will provide self-service materials and documentation applicable to such SFDC or Coupa integration (software) to Customer’s Integration Administrator or other individual(s) as designated by Customer’s Project Manager.
- Customer will be solely responsible for self-implementing its SFDC or Coupa Integration within its own SFDC or Coupa instance, and will be responsible for the ultimate design, build, and testing of all aspects of the SFDC or Coupa integration (software). Notwithstanding the foregoing, Ironclad will meet with Customer to suggest SFDC or Coupa and Ironclad integration points, to answer questions related to the SFDC or Coupa integration (software), and to guide Customer on its configuration of the SFDC Managed Package or Coupa Package features such as Workflow Launch, Workflow Sync, and Record Sync.
- If Customer is purchasing the SFDC or Coupa integration (software) in addition to the Guided Salesforce or Coupa Workflow add-on, additional working sessions may be held to ensure Customer’s Ironclad side SFDC or Coupa integration (software) is configured in accordance with Section 3I.
- Services Related to Guided Salesforce Workflow or Coupa Guided Workflow (In Reference to Services Purchased)
- If Customer is purchasing the Guided Salesforce (“SFDC”) Workflow or Guided Coupa (“Coupa”) workflow (services), additional working sessions may be held in Milestone 3, detailed in Section 3C, to ensure Customer’s Ironclad side SFDC or Coupa integration is configured in accordance with Section 3H.
- Customer understands that Ironclad’s ability to perform the Implementation Services during the SOW Term depends upon Customer’s timely cooperation and collaborative participation with Ironclad.
- Customer agrees to allow Ironclad to schedule each of the working sessions referenced in Sections 3A-3F no later than one (1) week following the completion of the Kickoff Meeting. Customer may request to reschedule any meeting to a new date that is within one (1) week of the original. Ironclad may consider re-scheduling requests that fall outside one (1) week in its sole discretion but makes no representation that such request will be accommodated. Should Ironclad request to reschedule, the SOW Term may be extended by mutual agreement if a new date cannot be found that is within one (1) week of the original working session and such new date would cause the Parties to exceed the SOW Expiration Date.
- In the event any Milestone Completion Date is missed and the process detailed in Section 5(b) is not adhered to, Customer understands that Ironclad will mark the Implementation as “At-Risk” and Customer agrees to meet with Ironclad leadership to align on a revised a Implementation Timeline to ensure the Implementation Services can be completed prior to the SOW Expiration Date. In the event the SOW Expiration Date is reached without all Milestone Completion Dates having been achieved, Ironclad may, in its sole discretion, hold the Transition Meeting.
- Customer will ensure that the appropriate resources (including, without limitation, the necessary business stakeholders, subject matter experts, and/or IT personnel for functional requirements gathering and implementation) attend and participate in all meetings, working sessions, training, and testing.
- Customer will provide an executive sponsor to the Implementation who possesses knowledge of existing Customer processes and has the ability and authority to champion business process changes for Customer.
- Customer will provide a dedicated Program Driver who will act as Ironclad’s primary point of contact during the SOW Term (the “Program Driver”). The Program Driver shall coordinate all aspects of each Milestone on behalf of the Customer and shall have the ability to engage in all Milestones including, but not limited to, Workflow co-building.
- Customer will keep Ironclad apprised of business, organizational, and technical developments that may have a material impact on the performance of Implementation Services and Milestone timeline.
- Customer is responsible for any organizational change management activities to support the Implementation.
- Customer is responsible for the performance of its employees and agents, including any contribution they make to the Implementation, and for the accuracy and completeness of all data, information, and materials provided to Ironclad.
- The Implementation Services may include advice and recommendations, but Customer understands that all decisions in connection with the implementation of such advice and recommendations will be the responsibility of, and made by, Customer.
- Any materials shared by Ironclad that Ironclad makes available to similarly situated customers (by way of example only, training materials, Ironclad Help Center articles, etc.) are for illustrative purposes only, and Customer is solely responsible for the use, performance, maintenance, and risks associated with such materials.
- A delay impacting the Implementation caused by any third-party vendor providing services or products to Customer will be considered Customer’s responsibility.
- Ironclad is not responsible for any alteration or other modification made, during or after the completion of the Implementation, by Customer or third parties working on Customer’s behalf.
- Customer will obtain, at its own cost and expense, all third-party software, licenses, warranties, required hardware, and maintenance agreements. For the avoidance of doubt, Ironclad will not be responsible for: (i) delivery of custom demos; (ii) custom software development (including, without limitation, scripting, testing, deployment, and/or maintenance); (iii) changes to or advice on third-party systems or custom integrations (e.g., middleware); or (iv) alterations to Ironclad’s standard platform-level functionality that Ironclad makes available to all customers.
- Customer is responsible for overall project management, template rationalization, business process design, testing, end user training, change management, and any integration build not explicitly listed or defined in this SOW.
- Customer is responsible for the ongoing maintenance and updates of the completed Workflows during the SOW Term and following the SOW Expiration Date.
- To the extent configurable components of a Workflow and/or the contract template(s) must be in a language other than English, Customer will be responsible for performing any translations required.
- Customer understands that during the Implementation Services, Workflows are defined as below:
- “Basic Workflow” is considered to be a workflow that has no more than three (3) unique templates, no more than five (5) Approvers, no more than three (3) playbook clauses that include up to three (3) fallback and preferred positions, does not integrate with any SFDC, Coupa, or custom API integrations and is utilized by Customer but none of Customer’s Business Entities (together, the “Basic Workflow Requirements”); and
- “Advanced Workflow” is considered to be a workflow that has no more than ten (10) unique templates, no more than five (5) Approvers, no more than five (5) playbook clauses that include up to three (3) fallback and preferred positions, and may be utilized by one (1) or more of Customer’s Business Entities (together, the “Advanced Workflow Requirements”).
- “Approvers” are those roles listed within the “Review” window within Workflow Designer and added using either “Add Approver” or “Add advanced conditions”.
- “Customer Business Entities” includes any entity organized to do business and operates under a different business name than Customer. Should Customer exceed the limits for either the Basic or Advanced Workflow Requirements, Ironclad in its sole discretion may require Customer to update the relevant Workflow so it abides by the relevant Workflow Requirements. Following the completion of the Implementation Services, Customer is no longer bound by the Basic or Advanced Workflow Requirements.
- The Implementation Services will be provided remotely via videoconferencing in English during regular business hours (8:30 a.m. to 5:00 p.m. local time for the Ironclad Project Team), Monday through Friday (holidays excluded).
Statement of Work - CLM Drive Package
Version 1.3
Effective June 1st 2024
DownloadTable of Contents
Ironclad Statement of Work for the CLM Drive Package
This Ironclad Statement of Work for the CLM Drive Package (the “Statement of Work” or “SOW”) effective as of the Effective Date of the Order Form (the “SOW Effective Date”) describes the scope of work to be provided to the customer identified in the Order Form (“Customer”) by Ironclad, Inc. (“Ironclad”), and is governed by the terms of the Professional Services Agreement, unless there is an executed Enterprise Services Agreement (or similar primary agreement) by and between Customer and Ironclad (the “Governing Agreement”), which shall govern. Each of Ironclad and Customer are sometimes referred to herein individually as a “Party” and collectively as the “Parties.” Notwithstanding any other defined term used in this SOW, the Governing Agreement, or the applicable Order Form, the term “Enterprise Services” as used herein shall mean Ironclad’s cloud-based web platform delivered and accessible through https://www.ironcladapp.com.
Implementation Services | Description |
Workflow Building | The Project Team (defined below) shall work with Customer’s Program Driver (defined below) or designated contact to build two (2) Advanced Workflows (defined below) and one (1) Basic Workflow (defined below), as identified in the Order Form and detailed in Section 3 of this SOW (collectively, the “Workflows”). |
Systems Setup | The Project Team shall update Ironclad settings to allow Customer to setup and configure Customer’s pre-existing Cloud Storage, eSignature, and SSO systems. |
Guided Smart Import Contract Migration | If Customer expects to migrate legacy contracts to Ironclad, the Project Team shall provide up to five (5) hours of support to guide Customer through contract migration using Ironclad’s Smart Import functionality. Guidance in Ironclad’s Metadata Import functionality is out-of-scope. |
Guided Salesforce Workflow Setup (if purchased) | The Project Team shall provide up to eight (8) hours of support to allow Customer to setup and configure its own Salesforce-side configuration and the Project Team shall advise and assist as detailed in Section 3 of this SOW. |
Guided Coupa Workflow Setup (if purchased) | The Project Team shall provide up to eight (8) hours of support to allow Customer to setup and configure its own Coupa-side configuration and the Project Team shall advise and assist as detailed in Section 3 of this SOW. |
- Milestone 1: Pre-Implementation Readiness and Discovery
- Within thirty (30) days of the SOW Effective Date, the Ironclad Project Team will schedule and conduct an initial thirty (30) minute meeting (the “Pre-Kickoff Meeting”) with the Customer’s Program Driver and Project Manager. The Pre-Kickoff Meeting will include: (a) an introduction to Ironclad and Ironclad personnel; (b) an overview of the Implementation Services and the Implementation timelines, including setting a tentative Workflow launch date; (c) review of Customer’s Milestone 1 deliverables, including process to submit the Business Requirements (defined below), ensuring access to the Academy Admin Trainings (defined below), and Systems Setup; (d) aligning on the agenda and scheduling for the Kickoff Meeting.
- Within seven (7) days of the Pre-Kickoff Meeting and prior to the Kickoff Meeting, Customer will complete a contract migration and workflow readiness workbook, in a form provided by Ironclad, that will provide Ironclad access to all current and complete copies of the following Customer information relevant to Customer’s Workflows: (i) Customer’s business process (which shall include, without limitation, Customer’s processes, contract approval and signature procedures/matrices, policies, and/or workflow diagrams); (ii) Customer’s contract template, conspicuously annotated with dynamic fields and conditional logic; and (iii) architecture designs and technical integration components (which may include Customer’s eSignature, SSO, and/or pre-existing Cloud Storage provider information). Subclauses (i) through (iii) herein shall collectively be referred to as the “Business Requirements.”
- Following Ironclad’s receipt of the Business Requirements, Ironclad will schedule and conduct a one (1) hour meeting with Customer’s Project Team (the “Kickoff Meeting”). The Kickoff Meeting will include (a) an introduction to Ironclad and Ironclad personnel; (b) an overview of the Implementation Services and the Implementation timelines, including setting a tentative Workflow launch date; (c) an end-to-end walk through of Workflow Designer using a stock demo; (d) Ironclad advising on best practices for Customer to setup and configure Customer’s pre-existing Cloud Storage, eSignature, and SSO systems (if necessary); and (e) and a pre-implementation workshop, where Ironclad and Customer will collaboratively review and clarify Customer’s Business Requirements and map the Business Requirements to Workflow Designer.
- If necessary, Ironclad will join up to two (2) one hour meetings with Customer’s IT Contact, SFDC Administrator, or Coupa Administrator (each defined below) to assist with troubleshooting Systems Setup, Salesforce Setup, or Coupa Setup, as applicable.
- Milestone 1 must be completed within two (2) weeks of the Pre-Kickoff Date (the “Milestone 1 Completion Date”).
- Milestone 2: Prepare to Build: Live Private Admin Trainings
- Following the Milestone 1 Completion Date, Ironclad will host two (2) live private Admin training sessions with a duration of approximately two (2) hours each (together, the “Admin Trainings”) for no more than five (5) Customer attendees per session. The Parties shall mutually agree upon the dates and times of each Admin Training session at least ten (10) business days in advance of such sessions. Each Admin Training shall be scheduled to occur during business hours (8:30am to 5:00pm) in the Central Standard Time Zone. Trainings include:
- “Get to Know Ironclad,” which provides an overview of Ironclad’s interface by orienting attendees to the platform and different user types in preparation for (i) building workflows, and (ii) management of inflight contracts and permissions; and
- “Design a Workflow and Manage Records,” provides an overview of how to (a) build a workflow in Workflow Designer (“Workflow Designer”), and (b) search, filter, set permissions, and manage notifications in the Repository.
- Ironclad will provide to Customer .pdf versions of the Admin Training decks and the video recordings of the Admin Trainings for reference. For the avoidance of doubt, no resources or trainings will be specifically developed or otherwise customized for Customer.
- Live Private Admin Trainings (Milestone 2) must be completed prior to the start of Milestone 3 (the “Milestone 2 Completion Date”).
- Milestone 3: Building Workflow #1 and Review, Updates, and Finalization
- Following the Milestone 2 Completion Date, Ironclad will schedule and conduct a two (2) hour discovery meeting with the relevant members of Customer’s Project Team to review Customer’s Business Requirements for the purposes of designing and building the first Advanced Workflow.
- Ironclad will build the first version of Customer’s first Advanced Workflow in Workflow Designer. Thereafter, the Parties will hold four (4) working sessions of up to one (1) hour each to collaboratively configure and iterate the Workflow.
- A portion of the final working session will include an introduction to User Acceptance Testing (“UAT”) for the Customer to soft-launch the Workflow to a limited number of users for the purposes of testing and receiving user feedback. For the avoidance of doubt, Ironclad will not be responsible for preparing, documenting, or customizing any materials for the purposes of Customer’s UAT. Ironclad will not be responsible for any aspects of the execution of such Customer-led UAT session(s).
- The “collaborative configuration” or process shall entail Customer’s Project Manager and the Ironclad Project Team collaboratively updating and testing all aspects of the Workflow, sharing their screens as necessary, with Ironclad answering questions and providing best practice guidance. The intent of the model is to train Customer’s Project Manager on Ironclad’s Workflow Designer functionality and to recommend best practices for future Customer-built workflows.
- Milestone 3 must be completed within four (4) to six (6) weeks of the Milestone 2 Completion Date (the “Milestone 3 Completion Date”)
- Milestone 4: Building Workflow #2 and Review, Updates, and Finalization
- Following the Milestone 3 Completion Date, Ironclad will schedule and conduct a two (2) hour discovery meeting with the relevant members of Customer’s Project Team to review Customer’s Business Requirements for the purposes of designing and building the second Advanced Workflow.
- Ironclad will build the first version of Customer’s second Advanced Workflow in Workflow Designer. Thereafter, the Parties will hold four (4) working sessions of up to one (1) hour each to collaboratively configure and iterate the Workflow.
- A portion of the final working session will include an introduction to User Acceptance Testing (“UAT”) for the Customer to soft-launch the Workflow to a limited number of users for the purposes of testing and receiving user feedback. For the avoidance of doubt, Ironclad will not be responsible for preparing, documenting, or customizing any materials for the purposes of Customer’s UAT. Ironclad will not be responsible for any aspects of the execution of such Customer-led UAT session(s).
- Milestone 4 must be completed within four (4) to six (6) weeks of the Milestone 3 Completion Date (the “Milestone 4 Completion Date”)
- Milestone 5: Building Workflow #3 and Review, Updates, and Finalization
- Following the Milestone 4 Completion Date, Ironclad will schedule and conduct a one (1) hour discovery meeting with the relevant members of Customer’s Project Team to review Customer’s Business Requirements for the purposes of designing and building the Basic Workflow.
- Ironclad will build the first version of Customer’s Basic Workflow in Workflow Designer. Thereafter, the Parties will hold two (2) working sessions of up to (1) hour each to collaboratively configure and iterate the Customer’s Basic Workflow in Workflow Designer in accordance with Customer’s Business Requirements.
- A portion of the final working session will include an introduction to User Acceptance Testing (“UAT”) for the Customer to soft-launch the Workflow to a limited number of users for the purposes of testing and receiving user feedback. For the avoidance of doubt, Ironclad will not be responsible for preparing, documenting, or customizing any materials for the purposes of Customer’s UAT. Ironclad will not be responsible for any aspects of the execution of such Customer-led UAT session(s).
- Milestone 5 must be completed within two (2) to three (3) weeks of the Milestone 4 Completion Date (the “Milestone 5 Completion Date”)
- Milestone 6: Smart Import Contract Migration
- Following the Milestone 5 Completion Date, Ironclad will schedule and conduct a thirty (30) minute discovery meeting with the relevant members of Customer’s Project Team to review the current state of Customer’s legacy contracts. Ironclad will provide best practice guidance around preparing legacy contracts for migration via Smart Import.
- Customer will consolidate legacy contracts, following Ironclad’s recommendations, to prepare for the migration to Ironclad.
- Ironclad will hold one (1) working session of up to one (1) hour to collaboratively import up to ten (10) contracts via Smart Import, create up to three (3) custom AI clauses, and configure associated Repository features, including contract reminder emails, saved views, and permissions.
- Ironclad will provide self-service materials and documentation applicable to Customer’s Project Team.
- Ironclad is not responsible for nor guarantees the full migration of all legacy documents/contracts into the Repository during the period of the implementation timeline stated in the SOW.
- Ironclad will hold up to two (2) sessions of up to (30) minutes each to troubleshoot questions related to Smart Import.
- For the avoidance of doubt, Customer will be responsible for any metadata import. This support is not intended to support the metadata migration scope.
- Milestone 7: User End Testing Completion, Train, and Launch Preparations
- Following the Milestone 5 Completion Date, the Parties will hold three (3) working sessions of up to (1) hour each to collaboratively finalize the Customer’s Workflows (the “UAT Review Sessions”)
- The UAT Review Sessions shall be for the Parties to review Customer’s consolidated UAT feedback and incorporate the UAT feedback into the Workflows (so long as such updates are comprised of actionable fixes that can be performed using the standard platform-level functionality that Ironclad makes available to all customers). If necessary, Customer agrees to conduct any post-meeting Workflow testing to confirm each is ready for launch and conforms to Customer’s Business Requirements.
- Upon completing the UAT Review Sessions, the parties will hold a Launch Planning Meeting (the “Launch Planning Meeting”), which shall include: (a) Customer’s completing a full end-to-end test of the Workflows, including a walkthrough of each Workflow’s (i) launch form, (ii) review step, and (iii) sign step; (b) Ironclad advising on best practices on (i) file path management and file storage, (ii) Repository access and use, (iii) Smart Import and legacy document upload, and (iv) Workflow roles; (c) a walkthrough of Customer’s groups, permissions, and admin settings to ensure; and (d) collaborative planning to make each Workflow available to Customer’s end users, including defining a launch plan and confirming the launch date.
- In connection with Launch Planning, Ironclad will walkthrough the configuration of Customer’s groups, permissions, and admin settings. For the avoidance of doubt, Ironclad will not be responsible for preparing, documenting, or customizing any of Customer’s launch materials, and Ironclad will not be responsible for any aspects of the execution of any Customer-led launch preparation or end user training sessions.
- Milestone 7 must be completed within three (3) to four (4) weeks of the Milestone 5 Completion Date (the “Milestone 7 Completion Date”).
- Milestone 8: Hypercare, End User Support, Project Wrap-up & Transition
- Following the Milestone 7 Completion Date and for a period of two (2) weeks, the Ironclad Project Team will be available through email and for up to two (2) thirty minute meetings to support the Customer on any final workflow related questions that may arise (the “Hypercare Period”).
- At the end of the Hypercare Period, Ironclad will host one (1) final session to answer Customer’s questions, if any, prior to transitioning Customer to Ironclad’s Success Management team (the “Transition Meeting”).
- Services Related to SFDC or Coupa (In Reference to Software Purchase)
- If Customer is purchasing the SFDC or Coupa integration (software) as identified in the Order Form, Customer agrees to staff an SFDC or Coupa Administrator, as applicable, who will serve as Customer’s primary point of contact with respect to the SFDC or Coupa integration (software) as set forth in this SOW (the “Integration Administrator”). The Integration Administrator will be responsible for configuring the Customer's SFDC or Coupa integration with Ironclad and managing any and all updates in Customer’s SFDC or Coupa instance in connection with the Implementation. For the avoidance of doubt, Ironclad will neither accept access to nor make any updates directly within Customer’s SFDC or Coupa instance.
- Ironclad will provide self-service materials and documentation applicable to such SFDC or Coupa integration (software) to Customer’s Integration Administrator or other individual(s) as designated by Customer’s Project Manager.
- Customer will be solely responsible for self-implementing its SFDC or Coupa Integration within its own SFDC or Coupa instance, and will be responsible for the ultimate design, build, and testing of all aspects of the SFDC or Coupa integration (software). Notwithstanding the foregoing, Ironclad will meet with Customer to suggest SFDC or Coupa and Ironclad integration points, to answer questions related to the SFDC or Coupa integration (software), and to guide Customer on its configuration of the SFDC Managed Package or Coupa Package features such as Workflow Launch, Workflow Sync, and Record Sync.
- If Customer is purchasing the SFDC or Coupa integration (software) in addition to the Guided Salesforce or Coupa Workflow add-on, additional working sessions may be held to ensure Customer’s Ironclad side SFDC or Coupa integration (software) is configured in accordance with Section 3J.
- Services Related to Guided Salesforce Workflow or Coupa Guided Workflow (In Reference to Services Purchased)
- If Customer is purchasing the Guided Salesforce (“SFDC”) Workflow or Guided Coupa (“Coupa”) workflow (services), additional working sessions may be held in Milestone 3, detailed in Section 3C, to ensure Customer’s Ironclad side SFDC or Coupa integration is configured in accordance with Section 3I.
- If Customer is purchasing the Guided Salesforce Workflow or Guided Coupa workflow (services), additional working sessions may be held in Milestone 4, detailed in Section 3D, to ensure Customer’s Ironclad side SFDC or Coupa integration is configured in accordance with Section 3I.
Role | Responsibilities |
Implementation Manager | The Implementation Manager (“IM”) is responsible for overall Project delivery. They will own and maintain the Project’s implementation plan, timeline, and will track Project Deliverables and/or milestones (as the case may be) and Project risk. The IM will also serve as the initial escalation point internally. |
Legal Engineer | The Legal Engineer (“LE”) will be the point of contact for solution design and platform delivery. The LE will bring legal operations expertise to the Project and will be responsible for, without limitation, Workflow design and build, and process optimization. |
Customer Success Manager (if applicable) | If Customer is purchasing an Enterprise Success Plan as identified in the Order Form, the Customer Success Manager (“CSM”) will be the point of contact for program governance after the Project concludes. The CSM will be responsible for ensuring successful adoption and will provide utilization best practices, value assessments, and KPI tracking as part of regular business reviews. |
Role | Responsibilities |
Executive Sponsor | The Executive Sponsor will have the ability and authority to champion business process changes for Customer and will also serve as the highest point of escalation internally. |
Program Driver | The Program Driver will set the program goals and objectives for the Customer by providing input on Workflow process, design, build, UAT, and rollout strategy. The Program Driver will also be responsible for aligning Customer’s business stakeholders and representing the business perspective on behalf of the Customer in relation to the Project. |
Project Manager | The Project Manager will be Customer’s designated project manager who will act as Ironclad’s primary point of contact. The Project Manager will coordinate all aspects of each Milestone on behalf of the Customer. |
Business Stakeholder Leads | The Business Stakeholder Leads will be responsible for providing input in the Workflow process, design, UAT, and represent business perspective on behalf of the Customer. |
IT Contact | The IT Contact will serve as Customer’s point of contact with respect to the configuration of the Systems Setup. |
SFDC Administrator (if applicable; software purchase was made) | The SFDC Administrator will serve as Customer’s point of contact with respect to the SFDC integration (software) as set forth in this SOW. The SFDC Administrator will be responsible for configuring the Customer's SFDC integration (software) with Ironclad and managing any and all updates in Customer’s SFDC instance in connection with the Project. |
Coupa Administrator (if applicable; software purchase was made) | The Coupa Administrator will serve as Customer’s point of contact with respect to the Coupa integration (software) as set forth in this SOW. The Coupa Administrator will be responsible for configuring the Customer's Coupa integration (software) with Ironclad and managing any and all updates in Customer’s Coupa instance in connection with the Project. |
Ironclad Administrator | The Ironclad Administrator will be responsible for maintaining Customer’s Ironclad platform post go-live. This is inclusive of building new workflows, managing existing workflow updates, permission and user management, and other administrator activities. |
Learning and Development Specialist | The Learning and Development Specialist will be responsible for owning training and change management for Customer’s business divisions and end users. |
- Customer understands that Ironclad’s ability to perform the Implementation Services during the SOW Term depends upon Customer’s timely cooperation and collaborative participation with Ironclad.
- Customer agrees to allow Ironclad to schedule a weekly thirty (30) minute Project delivery review meeting that will be recurring for the duration of the Project and attended by the Ironclad Project Team and Customer’s Program Driver and Project Manager.
- Customer agrees to allow Ironclad to schedule each of the working sessions referenced in Sections 3C-3E at the outset of the relevant Milestone. Customer may request to reschedule any meeting to a new date that is within one (1) week of the original. Ironclad may consider re-scheduling requests that fall outside one (1) week in its sole discretion but makes no representation that such request will be accommodated. Should Ironclad request to reschedule, the SOW Term may be extended by mutual agreement if a new date cannot be found that is within one (1) week of the original working session and such new date would cause the Parties to exceed the SOW Expiration Date.
- In the event any Milestone Completion Date is missed and the process detailed in Section 5(b) is not adhered to, Customer understands that Ironclad will mark the Implementation as “At-Risk” and Customer agrees to meet with Ironclad leadership to align on a revised a Implementation Timeline to ensure the Implementation Services can be completed prior to the SOW Expiration Date. In the event the SOW Expiration Date is reached without all Milestone Completion Dates having been achieved, Ironclad may, in its sole discretion, hold the Transition Meeting.
- Customer will ensure that the appropriate resources (including, without limitation, the necessary business stakeholders, subject matter experts, and/or IT personnel for functional requirements gathering and implementation) attend and participate in all meetings, working sessions, training, and testing.
- Customer will keep Ironclad apprised of business, organizational, and technical developments that may have a material impact on the performance of Implementation Services and Milestone timeline.
- Customer is responsible for any organizational change management activities to support the Implementation.
- Customer is responsible for the performance of its employees and agents, including any contribution they make to the Implementation, and for the accuracy and completeness of all data, information, and materials provided to Ironclad.
- The Implementation Services may include advice and recommendations, but Customer understands that all decisions in connection with the implementation of such advice and recommendations will be the responsibility of, and made by, Customer.
- Any materials shared by Ironclad that Ironclad makes available to similarly situated customers (by way of example only, training materials, Ironclad Help Center articles, etc.) are for illustrative purposes only, and Customer is solely responsible for the use, performance, maintenance, and risks associated with such materials.
- A delay impacting the Implementation caused by any third-party vendor providing services or products to Customer will be considered Customer’s responsibility.
- Ironclad is not responsible for any alteration or other modification made, during or after the completion of the Implementation, by Customer or third parties working on Customer’s behalf.
- Customer will obtain, at its own cost and expense, all third-party software, licenses, warranties, required hardware, and maintenance agreements. For the avoidance of doubt, Ironclad will not be responsible for: (i) delivery of custom demos; (ii) custom software development (including, without limitation, scripting, testing, deployment, and/or maintenance); (iii) changes to or advice on third-party systems or custom integrations (e.g., middleware); or (iv) alterations to Ironclad’s standard platform-level functionality that Ironclad makes available to all customers.
- Customer is responsible for overall project management, template rationalization, business process design, testing, end user training, change management, and any integration build not explicitly listed or defined in this SOW.
- Customer is responsible for the ongoing maintenance and updates of the completed Workflows during the SOW Term and following the SOW Expiration Date.
- To the extent configurable components of a Workflow and/or the contract template(s) must be in a language other than English, Customer will be responsible for performing any translations required.
- Customer understands that during the Implementation Services, Workflows are defined as below:
- “Basic Workflow” is considered to be a workflow that has no more than three (3) unique templates, no more than five (5) Approvers, no more than three (3) playbook clauses that include up to three (3) fallback and preferred positions, does not integrate with any SFDC, Coupa, or custom API integrations and is utilized by Customer but none of Customer’s Business Entities (together, the “Basic Workflow Requirements”); and
- “Advanced Workflow” is considered to be a workflow that has no more than ten (10) unique templates, more than five (5) Approvers, no more than five (5) playbook clauses that include up to three (3) fallback and preferred positions, and may be utilized by one (1) or more of Customer’s Business Entities (together, the “Advanced Workflow Requirements”).
- “Approvers” are those roles listed within the “Review” window within Workflow Designer and added using either “Add Approver” or “Add advanced conditions”.
- “Customer Business Entities” includes any entity organized to do business and operates under a different business name than Customer. Should Customer exceed the limits for either the Basic or Advanced Workflow Requirements, Ironclad in its sole discretion may require Customer to update the relevant Workflow so it abides by the relevant Workflow Requirements. Following the completion of the Implementation Services, Customer is no longer bound by the Basic or Advanced Workflow Requirements.
- The Implementation Services will be provided remotely via videoconferencing in English during regular business hours (8:30 a.m. to 5:00 p.m. local time for the Ironclad Project Team), Monday through Friday (holidays excluded).
AI Amendment
Version 1.0
Effective April 24th 2023
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Amendment to the Enterprise Services Agreement
This Amendment to the Agreement (this “Amendment”) is by and between the organization (“Customer”) and Ironclad, Inc. (“Ironclad”).
Customer and Ironclad are parties to that certain Order Form and/or Enterprise Services Agreement (together, the “Agreement”), as amended. Pursuant to the Agreement, the Ironclad platform is a cloud-based web platform delivered and accessible through https://www.ironcladapp.com that provides contract management and workflow-related services.
Customer and Ironclad agree as follows:
Defined Terms. All capitalized terms, where not defined herein, have the meanings ascribed to them in the Agreement.
Amendment to the Agreement. The Agreement is hereby amended such that the Usage Data section below is hereby incorporated into the Agreement. In the event of a conflict between the Usage Data Section below and the Agreement, the Usage Data section below shall prevail.
Usage Data. Ironclad may collect and analyze data and information relating to Customer’s use and the performance of the Enterprise Services and related systems and technologies therefrom (“Usage Data”) in order to improve and enhance the Enterprise Services. To enhance the Enterprise Services for the Customer’s benefit, Ironclad may use Usage Data for various purposes including to draw insights. Insights drawn from Usage Data may be disclosed to Customer and other users of the Enterprise Services in connection with their respective use of the Enterprise Services; provided that, if Ironclad discloses insights drawn from Usage Data, then all Usage Data in such disclosures will be anonymized and aggregated, will not identify Customer or Customer’s users, and will not be disclosed in a manner that would permit a third party to determine Customer’s or Customer’s users’ identity. In order for Customer to utilize all Ironclad AI product features available in the Enterprise Services for Customer’s benefit, including but not limited to Smart Import, AI Playbooks, AI Assist, Ironclad shall utilize Usage Data to enable the functioning of these features and improve the features over time.
This Amendment is entered into as of the Amendment by and between Ironclad and Customer and is subject to and incorporates by reference the Agreement. If there are any conflicting terms between the Amendment and the Agreement, the terms of the Amendment will prevail.
API Terms of Use
Version 2.0
Effective December 18th 2023
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Ironclad API Terms of Use
A. These API Terms of Use (“API Terms”) form a binding contract between you and Ironclad and explain your rights and obligations when using Ironclad’s application programming interfaces (the “Ironclad APIs”).
B. “We”, “our” and “us” refers to Ironclad, Inc. and “you” and “your” refers to the individual, or company or other legal entity, on behalf of which the Ironclad APIs are used.
C. If you are using the Ironclad APIs on behalf of a company or other legal entity, you represent that you have the authority to bind such entity to these API Terms. If you do not have such authority, or do not agree with these API Terms, you must not use the Ironclad APIs.
D. These API Terms do not apply to your use of the software, and other products and services, made available by Ironclad (the “Ironclad Software”), including without limitation, the Ironclad SaaS contract lifecycle management and clickwrap platforms. Your use of the Ironclad Software is subject to a separate written agreement between you and Ironclad or one of its affiliates entered into prior to such use.
E. We may revise these API Terms from time to time at our sole discretion. All changes are effective immediately when posted. Your continued use of the Ironclad APIs following the posting of revised API Terms signifies your acceptance of the revised API Terms.
F. In the event of an inconsistency between these API Terms and those of an agreement governing (i) your use of the Ironclad Software; or (ii) your partnership with Ironclad, the provisions of such other agreement(s) will prevail to the extent of such inconsistency.
1. License and Use
1.1. Provided that you comply with these API Terms, all documentation relating to the Ironclad APIs at https://developer.ironcladapp.com/ and https://clickwrap-developer.ironcladapp.com/, as may be updated from time to time (the “Ironclad API Documentation”), and all applicable laws, we grant you a non-exclusive, non-transferable, non-sublicensable, revocable, limited right to access and use the Ironclad APIs to:
1.1.1. Develop, test and support any application or integration developed by you which interacts with the Ironclad APIs (each, an “Integration”) and;
1.1.2. Distribute, or allow third parties to access, your Integration.
1.2. You acknowledge that there are no implied licenses granted under these API Terms, and we reserve all rights not expressly granted.
1.3. When using, or attempting to use, the Ironclad APIs, you agree:
1.3.1. To adhere to any applicable guidelines, restrictions, or requirements set out in the Ironclad API Documentation;
1.3.2. Not to share any API keys or authentication tokens for the Ironclad APIs with any other individuals, companies, or entities outside of your own, (each a “third party”), including potential competitors of Ironclad, and to keep these secure at all times;
1.3.3. Not to misrepresent or mask either your identity or your systems’ identity;
1.3.4. Not to remove any proprietary notices or intellectual property from the Ironclad APIs;
1.3.5. That to protect the security, integrity, and operability of the Ironclad APIs, Ironclad may place limits on your use of the Ironclad APIs (like limits on call volumes or requests that can be sent and received by the Ironclad APIs during a defined period of time), which limits will be specified in the Ironclad API Documentation. You accept that:
1.3.5.1. Ironclad, in its sole discretion, will determine what constitutes abuse or excessive usage of the Ironclad APIs;
1.3.5.2. You will not use, or attempt to use, the Ironclad APIs in a manner that exceeds such limitations, including rate limits, or in a manner that constitutes excessive or abusive usage; and
1.3.5.3. Ironclad may monitor the volume of requests sent to the Ironclad APIs for compliance with these API Terms;
1.3.6. Not to use the Ironclad APIs in any manner that poses a security risk to other users of the Ironclad APIs or Ironclad Software, or tests the vulnerability of our systems or networks or those of any third party;
1.3.7 Not to use the Ironclad APIs in any manner that compromises, breaks, or circumvents any of our technical processes or security measures associated with the Ironclad APIs or Ironclad Software;
1.3.8. Not to use the Ironclad APIs for competitive analysis, or to disseminate performance information (including uptime, response time, and benchmarks), relating to the Ironclad APIs or the Ironclad Software;
1.3.9. Not to use the Ironclad APIs in order to replicate, copy, frame, mimic, mirror, or compete with aspects of the Ironclad Software or its functionality, or to develop or utilize an application or integration with the purpose of competing with Ironclad or migrating customers off of the Ironclad Software;
1.3.10 Not to modify, translate, reverse engineer, disassemble, reconstruct, decompile, copy, or create derivative works of the Ironclad APIs, the Ironclad Software, Ironclad customer data, or any aspect or portion thereof, except to the extent that this restriction is expressly prohibited by applicable law;
1.3.11. Not to use the Ironclad APIs in any manner or for any purpose that infringes, misappropriates, or otherwise violates the rights of any third party;
1.3.12 Not to distribute, license, sublicense, lease, rent, loan, or otherwise transfer access rights to the Ironclad API to any third party without Ironclad’s written permission;
1.3.14. Not to use the Ironclad APIs for the bulk collection or scraping of information.
1.4. If you are, or are suspected of being, in violation of these API Terms, we reserve the right to take remedial measures up to and including terminating your access to the Ironclad APIs, at any time and at our discretion.
2. Intellectual Property
2.1. We own all rights, title, and interest in the Ironclad APIs and the Ironclad Software. By using the Ironclad APIs, you do not acquire ownership of any rights in them, or the content that is accessed through them.
2.2. Subject to section 2.1, you own all rights, title, and interest in any Integrations.
2.3. Ironclad will retain all intellectual property rights relating to any suggestions, ideas, enhancement requests, feedback, or other recommendations you provide relating to the Ironclad APIs and Ironclad Software (“Feedback Materials”), which are hereby assigned to Ironclad. Feedback Materials will not include any intellectual property owned by you.
2.4. You may not use any registered or unregistered Ironclad trademarks without written authorization from Ironclad. You may request authorization to use Ironclad trademarks by reaching out to ecosystem@ironcladhq.com. If you have written authorization to use Ironclad trademarks, your use is subject to any Ironclad trademark or brand guidelines and directions from Ironclad employees, as updated from time to time. Ironclad reserves the right to demand that you immediately cease use and remove any Ironclad trademarks you may be using or displaying for any reason and at any time without liability or other obligation to you.
3. Processing of Personal Data
Any personal data processed related to your use of the Ironclad APIs will be processed in accordance with Ironclad’s Privacy Policy.
4. Export
The Ironclad APIs are subject to US global trade control laws and regulations, including the U.S. Export Administration Regulations and various sanctions programs administered by the U.S. Office of Foreign Assets Control. You will not, directly or indirectly, export, re-export, release, or make the APIs available for use, in contravention with these laws and regulations.
5. Warranty and Indemnification
5.1. EXCEPT AS EXPRESSLY STATED HEREIN, ANYTHING PROVIDED IN CONNECTION WITH THESE API TERMS, INCLUDING, WITHOUT LIMITATION, THE IRONCLAD APIS, IS PROVIDED “AS-IS”, WITHOUT ANY WARRANTIES OF ANY KIND. EACH PARTY DISCLAIMS ANY IMPLIED WARRANTIES, INCLUDING, WITHOUT LIMITATION, ANY IMPLIED WARRANTIES OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE.
5.2. If you develop an Integration for commercial use or for use outside of your organization, you will indemnify, defend (at Ironclad’s request) and hold harmless Ironclad and its affiliates and their respective directors, officers, employees, agents, contractors, end users, and licensees from and against any claims, losses, costs, expenses (including reasonable attorneys' fees), damages or liabilities based on or arising from (a) your Integration and any derivatives / combination of your Integration with the Ironclad APIs (b) your relationships or interactions with any end users, or third-party distributors, of your Integration, or (c) your infringement of Ironclad’s or any third party’s intellectual property rights. Ironclad may at its own expense participate in the defense and settlement of any claim with its own counsel, and you may not settle a claim without Ironclad's prior written consent (not to be unreasonably withheld).
6. Limitation of Liability
6.1. THIS SECTION 6 DOES NOT APPLY TO THE EXTENT YOU HAVE ALREADY ENTERED INTO ANOTHER AGREEMENT WITH IRONCLAD THAT CONTAINS LIMITATIONS OF LIABILITY TERMS COVERING YOUR USE OF THE IRONCLAD APIS. FOR THE AVOIDANCE OF DOUBT, THIS SECTION 6 WILL NOT APPLY TO IRONCLAD CUSTOMERS WHO HAVE ENTERED INTO AN ENTERPRISE SERVICES AGREEMENT OR SIMILAR MASTER AGREEMENT FOR ACCESS TO IRONCLAD SOFTWARE, AND THE LIMITATION OF LIABILITY TERMS IN THAT SEPARATE AGREEMENT WILL CONTROL.
6.2. WITH THE EXCEPTION OF YOUR (A) INDEMNIFICATION OBLIGATIONS UNDER SECTION 5.2; AND (B) OBLIGATIONS UNDER SECTION 4 (EXPORT), TO THE MAXIMUM EXTENT PERMITTED BY LAW:
6.2.1. IN NO EVENT SHALL IRONCLAD BE LIABLE FOR LOST PROFITS OR REVENUE OR LOSS OF USE OR DATA, COSTS OF COVER OR SUBSTITUTE GOODS OR SERVICES, OR FOR INCIDENTAL, CONSEQUENTIAL, PUNITIVE, SPECIAL OR EXEMPLARY DAMAGES, OR INDIRECT DAMAGES OF ANY TYPE OR KIND, HOWEVER CAUSED, RELATED TO OR ARISING OUT OF THESE API TERMS OR THE RIGHTS, LICENSES, PRODUCTS OR SERVICES PROVIDED UNDER THESE API TERMS WHETHER BY BREACH OF WARRANTY, BREACH OF CONTRACT, NEGLIGENCE, TORT, OR ANY OTHER LEGAL THEORY, AND WHETHER OR NOT IRONCLAD HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES; AND
6.2.2. THE TOTAL, CUMULATIVE LIABILITY OF IRONCLAD ARISING OUT OF OR RELATED TO THESE API TERMS OR THE RIGHTS, LICENSES, PRODUCTS OR SERVICES PROVIDED UNDER THESE API TERMS, WHETHER BASED ON CONTRACT, TORT (INCLUDING NEGLIGENCE), OR ANY OTHER LEGAL THEORY, SHALL BE LIMITED TO FIVE HUNDRED U.S. DOLLARS ($500.00).
7. Term and Termination
7.1. These API Terms shall remain in effect until terminated.
7.2. You may terminate these API Terms at any time by ceasing all use of the Ironclad APIs and any relevant credentials.
7.3. Unless you have purchased access to Ironclad APIs for a predetermined period, Ironclad reserves the right to terminate these API Terms or your use of the Ironclad APIs with immediate effect for any reason and at any time without liability or other obligation to you.
7.4. Upon termination:
7.4.1. All licenses granted herein immediately expire and you must cease use of the Ironclad APIs;
7.4.2. The terms of these API Terms that by their nature are intended to continue indefinitely will continue to apply.
8. Governing Law; Severability
These API Terms shall be construed and enforced in accordance with the laws of California, U.S.A., and you and Ironclad submit to the jurisdiction of the State and Federal courts in San Francisco, California, without giving effect to any conflicts of laws principles. If any provision in API Terms is held by a court of competent jurisdiction to be unenforceable, such provision shall be modified by the court and interpreted so as to best accomplish the original provision to the fullest extent permitted by law, and the remaining provisions of these API Terms shall remain in effect.
Professional Services Agreement for Prospects
Version 1.0
Effective September 7th 2023
DownloadTable of Contents
- Definitions.
- “Data” means Customer’s pre-existing non-public data that may be imported by, or otherwise input by, Customer into the CLM excluding dummy data; Ironclad will process and maintain Customer’s Data consistent with the Data Processing Addendum located at https://legal.ironcladapp.com/#dpa on the Effective Date and the terms of which are hereby incorporated by reference.
- “Enterprise Services” means the cloud-based web platform delivered and accessible through https://www.ironcladapp.com.
- “Order Form” means the document that Customer uses to order the Professional Services or CLM that is signed by both Customer and Ironclad.
- “Professional Services” means those professional services to be provided by Ironclad to Customer in connection with this PSA, as may be mutually agreed to in writing in one or more SOWs.
- “Statement of Work” (“SOW”) means an initial order for the Professional Services provided by Ironclad to Customer, and any subsequent SOWs as may be agreed in writing between the Parties from time to time and made a part of this PSA, each SOW specifying, among other things, the applicable Professional Services, fees, and term.
- “System” means Customer’s servers, third-party software, systems, and other similar IT equipment.
- Ironclad’s Professional Services.
- Statement of Work. The SOW for Professional Services to be provided by Ironclad describes the scope of work to be provided to the Customer as identified in the Order Form. The Parties may, from time to time upon mutual written agreement, amend existing SOWs, or enter into additional SOWs, which, upon execution, will become a part of and subject to the terms and conditions of this PSA.
- Professional Services. The Professional Services may include initial discovery, setup of core Ironclad environment, Ironclad workflow design and build, and advice on integrations with Customer’s Systems (if required). Any such services shall be provided in accordance with the accompanying SOW. Ironclad represents and warrants that it has the necessary knowledge, experience, abilities, skills and resources to perform its obligations under this PSA and agrees to perform its obligations under this PSA in a professional manner, consistent with prevailing industry standards and practices.
- Fees and Billing.
- Fees. In consideration for the performance of the Professional Services by Ironclad under this PSA, Customer shall pay to Ironclad the fees in accordance with the terms set forth in the applicable Order Form(s) and this Section 3 (the “Services Fee”).
- Billing and Payment Terms; Late Payment. Unless otherwise provided in the applicable SOW, fees are payable in advance of the provision of the Professional Services. All Fees are quoted in, and all payments must be made in U.S. dollars.
- Taxes. All payments required by this PSA exclude all sales, value-added, use, or other taxes and obligations, all of which Customer will be responsible for and will pay in full, except for taxes based on Ironclad’s net income. If Ironclad has the legal obligation to pay or collect taxes for which Customer is responsible pursuant to this Section 3(c), including taxes if any levied by a government authority with retroactive effect, the appropriate amount shall be invoiced to and paid by Customer, unless Customer provides Ironclad with a valid tax exemption certificate authorized by the appropriate taxing authority.
- Obligations of Customer.
- Ironclad’s performance of the Professional Services is contingent on certain Customer responsibilities and assumptions as set forth in the applicable SOW. In addition to all other obligations required of it under this PSA and/or the applicable SOW, Customer shall (i) timely provide Ironclad with all information necessary for Ironclad to perform the Professional Services; (ii) respond promptly to all requests by Ironclad for information required for Ironclad to be able to perform the Professional Services, as well as any issues that Ironclad encounters in its performance of the Professional Services requiring consultation with Customer; and (iii) staff a project team with the necessary roles as outlined in the applicable SOW.
- Proprietary Rights.
- Customer owns and retains: (i) the Customer Data; (ii) Customer’s name, logo and other trademarks; and (iii) all Intellectual Property Rights in and to any of the foregoing.
- Ironclad owns and retains: (i) the CLM, and all improvements, enhancements or modifications made by any party; (ii) any software, applications, inventions or other technology developed by Ironclad in connection with providing the Enterprise Services; (iii) Ironclad’s name, logo, and other trademarks; and (iv) all Intellectual Property Rights in and to any of the foregoing.
- Confidentiality.
- Use and Nondisclosure. A receiving party will not use the disclosing party’s Confidential Information except as necessary under this PSA and will not disclose Confidential Information to any third party. Each receiving party will protect the disclosing party’s Confidential Information from unauthorized use and disclosure using efforts equivalent to the efforts that the receiving party uses with respect to its own confidential information and in no event less than a reasonable standard of care. The provisions of this Section 6(a) will remain in effect during the Term and for a period of five (5) years after the expiration or termination thereof, except with regard to trade secrets of the disclosing party, which will be held in confidence for as long as such information remains a trade secret.
- Exclusions. The obligations and restrictions set forth in Section 6(a) will not apply to any information that: (i) is or becomes generally known to the public through no fault of or breach of this PSA by the receiving party; (ii) is rightfully known by the receiving party at the time of disclosure; (iii) is independently developed by the receiving party without access to the disclosing party’s Confidential Information; or (iv) the receiving party rightfully obtains from a third party who has the right to disclose such information without breach of any confidentiality obligation to the disclosing party.
- Permitted Disclosures. The provisions of this Section 6 will not restrict either party from disclosing the other party’s Confidential Information: (i) pursuant to the order or requirement of a court, administrative agency, or other governmental body; provided that to the extent legally permitted, the party required to make such a disclosure gives reasonable notice to the other party to enable it to contest such order or requirement or limit the scope of such request; (ii) on a confidential basis to its legal or professional financial advisors; (iii) as required under applicable securities regulations.
- Injunctive Relief. The receiving party acknowledges that disclosure of Confidential Information could cause substantial harm for which damages alone may not be a sufficient remedy, and therefore that upon any such disclosure by the receiving party, the disclosing party will be entitled to seek appropriate equitable relief in addition to whatever other remedies it might have at law.
- Representations and Warranties.
- Mutual. Each party represents and warrants to the other party that it has the full power and authority to enter into this Agreement and perform its obligations hereunder, and grant the access and rights granted hereunder.
- By Ironclad. Ironclad represents and warrants to Customer that it will provide the Professional Services to Customer in a professional manner consistent with applicable industry standards.
- THE FOREGOING REPRESENTATIONS AND WARRANTIES SHALL BE THE PARTIES’ EXCLUSIVE REPRESENTATIONS AND WARRANTIES ARISING OUT OF OR IN CONNECTION WITH THIS PSA. EXCEPT AS EXPRESSLY STATED IN SECTION 7, THE PROFESSIONAL SERVICES ARE PROVIDED “AS IS”. ACCORDINGLY, TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, IRONCLAD HEREBY DISCLAIMS ALL OTHER WARRANTIES, WHETHER EXPRESS, IMPLIED, STATUTORY OR OTHERWISE, INCLUDING, WITHOUT LIMITATION, ANY WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, NONINFRINGEMENT, ACCURACY, RESULTS, OR THAT THE PROFESSIONAL SERVICES SHALL BE ERROR-FREE OR UNINTERRUPTED.
- Indemnification.
- By Customer. Customer shall indemnify and hold harmless Ironclad, entities affiliated with Ironclad and their respective, officers, directors, members, managers, employees and agents (each a “Ironclad Party” and collectively, the “Ironclad Parties”) against any and all losses, damages, judgments, amounts paid in settlements and expenses (including attorneys’ fees actually incurred) (collectively, “Losses”) incurred by Ironclad or any Ironclad Party by reason of (i) any breach of any covenant, representation or warranty made by Customer in this PSA or any Statement of Work, or (ii) Customer’s gross negligence or willful misconduct relating to its performance under this PSA.
- By Ironclad. Ironclad shall indemnify and hold harmless Customer and its officers, directors, members, managers, employees and agents (each a “Customer Party” and collectively, the “Customer Parties”) against any and all Losses incurred by Customer or any Customer Party by reason of (i) any breach of any covenant, representation or warranty made by the Ironclad in this PSA or any Statement of Work, or (ii) Ironclad’s gross negligence or willful misconduct relating to its performance under this PSA.
- Term and Termination.
- Term. The term of this PSA shall commence on the Effective Date and shall remain in force until terminated by either party upon thirty (30) days prior written notice to the other party.
- Termination. Either Party will have the right to terminate this PSA, or the applicable SOW, upon written notice, if the other Party materially breaches this PSA and fails to cure such breach within thirty (30) days after receipt of written notice of the same. The foregoing cure period shall not apply in the case of failure to pay fees.
- Effect of Termination. Upon the effective date of expiration or termination of this PSA for any reason: (a) Ironclad may immediately cease providing the Professional Services hereunder; (b) any and all payment obligations of Customer under this PSA will become due immediately; (c) within thirty (30) days after such expiration or termination, each Party shall return the tangible embodiments of the other Party’s Confidential Information in its possession and shall not retain any copies of such Confidential Information except as required to comply with any applicable legal or accounting record keeping requirement.
- Survival. The following provisions (and such other provisions that by their express terms survive expiration or termination of this PSA) will survive any expiration or termination of the PSA: Sections 4 (Customer Responsibilities), 3(b) (Billing and Payment Terms; Late Payment), 3(c) (Taxes), 5 (Proprietary Rights), 6 (Confidentiality), 7 (Representations and Warranties), 8 (Indemnification), 9(c) (Effect of Termination), 10 (Limitations of Liability), and 11 (Miscellaneous Provisions).
- Limitations of Liability.
- Disclaimer. IN NO EVENT SHALL EITHER PARTY HAVE ANY LIABILITY TO THE OTHER PARTY HEREUNDER FOR ANY LOST PROFITS, LOSS OF DATA, LOSS OF USE, COSTS OF PROCUREMENT OF SUBSTITUTE GOODS OR SERVICES, OR FOR ANY INDIRECT, SPECIAL, INCIDENTAL, PUNITIVE, OR CONSEQUENTIAL DAMAGES HOWEVER CAUSED AND, WHETHER IN CONTRACT, TORT OR UNDER ANY OTHER THEORY OF LIABILITY, AND WHETHER OR NOT THE PARTY HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.
- Limitation on Liability. IN NO EVENT SHALL EITHER PARTY'S AGGREGATE LIABILITY ARISING OUT OF OR RELATED TO THIS PSA, WHETHER IN CONTRACT, TORT OR UNDER ANY OTHER THEORY OF LIABILITY, EXCEED TWO TIMES (2X) THE FEES PAID OR PAYABLE DURING THE TWELVE MONTHS PRIOR TO EVENT GIVING RISE TO LIABILITY.
- Basis of the Bargain; Failure of Essential Purpose. Customer acknowledges that Ironclad has set its prices and entered into this PSA in reliance upon the limitations of liability and the disclaimers of warranties and damages set forth herein, and that the same form an essential basis of the bargain between the Parties. The Parties agree that the limitations and exclusions of liability and disclaimers specified in this PSA will survive and apply even if found to have failed of their essential purpose.
- Miscellaneous Provisions.
- Force Majeure. Except for the obligation to pay money, neither Party will be liable for any failure or delay in its performance under this PSA due to any cause beyond its reasonable control, including act of war, acts of God, labor shortage or dispute, governmental act or failure of the Internet or telecommunications. The delayed Party shall give the other Party prompt notice of such cause and shall use its reasonable commercial efforts to promptly correct such failure or delay in performance.
- Government Regulations. Each Party shall comply with all United States and foreign export control laws or regulations applicable to its performance under this PSA.
- Governing Law; Venue. This PSA shall be governed by and construed in accordance with the laws of the State of California, without regard to its conflicts of law principles. Any dispute arising out of this PSA will be subject to the exclusive jurisdiction of the state courts located in San Francisco, California and the federal courts of the United States in the Northern District of California, and each Party consents to the personal jurisdiction thereof and waives any right it may otherwise have to challenge the appropriateness of such forums.
- Severability; Waiver. If any provision of this PSA is held by a court of competent jurisdiction to be unenforceable, such provision shall be modified so as best to accomplish the original intent of the Parties to the fullest extent permitted by law, and the remaining provisions of this PSA shall remain in effect. The waiver of any breach or default of this PSA will not constitute a waiver of any subsequent breach or default and will not act to amend or negate the rights of the waiving Party.
- Assignment. Neither Party shall have the right to assign this PSA, in whole or in part, or any of its rights or obligations under this PSA, by operation of law or otherwise, without the prior written consent of the other Party, except that each Party may assign this PSA as part of a corporate reorganization, upon a change of control, consolidation, merger, or sale of all or substantially all of its assets related to this PSA. Any attempted assignment or delegation in violation of the foregoing will be void and of no effect. Subject to the foregoing, this PSA will bind and inure to the benefit of each Party’s successors and permitted assigns.
- Notices. Notices will be sent to the addresses set forth in the Order Form. The notices will be deemed to have been given upon: (i) the date actually delivered in person; (ii) the day after the date sent by overnight courier; (iii) three (3) days following the date such notice was mailed by first class mail; or (iv) the date sent by email to Ironclad at legal@ironcladhq.com or Customer at the Customer’s notice email address specified in the Order Form.
- Independent Contractors. Ironclad and Customer are independent contractors. This PSA will not establish any relationship of partnership, joint venture, employment, franchise or agency between Ironclad and Customer. Neither Ironclad nor Customer will have the power to bind the other or incur obligations on the other’s behalf without the other’s prior written consent, except as otherwise expressly provided herein.
- Entire Agreement. The terms and conditions of any SOW, and any exhibits, are incorporated into the terms and conditions of this PSA and constitute the complete and exclusive agreement between the Parties with respect to the subject matter hereof and supersede and replace any and all prior or contemporaneous discussions, negotiations, understandings and agreements, written and oral, regarding such subject matter. In the event of any conflict in the documents which constitute this PSA, the order of precedence will be (i) this Professional Services Agreement; (ii) SOW; and (iii) any other schedules, exhibits and other documents referenced and incorporated herein and therein. This Agreement may be executed in two or more counterparts, each of which will be deemed an original, but all of which together shall constitute one and the same instrument.
Limited Use Disclosure
Version 1.0
Effective September 12th 2023
DownloadTable of Contents
Optimization SOW - Workflow Update Support
Version 1.1
Effective June 1st 2024
DownloadTable of Contents
Ironclad Statement of Work for Optimization Services Package - Workflow Update
This Ironclad Statement of Work for Optimization Services Package - Workflow Update (the “Statement of Work” or “SOW”) effective as of the start date specified in the Order Form (the “SOW Effective Date”) describes the scope of work to be provided to the customer identified in the Order Form (“Customer”) by Ironclad, Inc. (“Ironclad”), and is governed by the terms of the Enterprise Services Agreement or similar primary agreement by and between Customer and Ironclad (the “Governing Agreement”). Each of Ironclad and Customer are sometimes referred to herein individually as a “Party” and collectively as the “Parties.” Notwithstanding any other defined term used in this SOW, the Governing Agreement, or the applicable Order Form, the term “Enterprise Services” as used herein shall mean Ironclad’s cloud-based web platform delivered and accessible through https://www.ironcladapp.com.
- Scope of Services
A.Description of In-Scope Professional Services
During the SOW Term (defined below), Ironclad is available to perform any of the services detailed below at Customer’s option (the “Professional Services”) to assist in optimizing Customer’s Workflow(s) (defined below), to train Customer to achieve proficiency in the functionality of the Enterprise Services, and to accomplish the Purpose as defined in the Order Form (collectively, the “Project”), provided, however, that Customer satisfies its responsibilities and assumptions as further detailed in Section 5 of this SOW. Customer acknowledges and agrees that the scope of Professional Services is explicitly limited to the Professional Services detailed in Section 3 of this SOW, and that all other configuration, ongoing support, or consulting services are outside the scope of this SOW. Further, this SOW is not intended to add or modify any terms of the Governing Agreement or the applicable Order Form.
Professional Services | Description |
---|---|
Workflow Update Support and Optimization | The Project Team (defined below) shall advise and enable Customer’s Project Manager (defined below) to build and/or update workflow(s) and as detailed in Section 3 of this SOW (each, hereafter, a “Workflow”). |
B.Out-of-Scope
Customer acknowledges and agrees that the scope of Professional Services is explicitly limited to the Professional Services detailed in this SOW, and that all other configuration, ongoing support, or consulting services, including, without limitation, the following items, are outside the scope of this SOW: (i) migration of legacy contracts into Ironclad’s Dynamic Repository (hereafter, the “Repository”); (ii) preparation of user acceptance testing or “UAT” materials and execution of UAT sessions; (iii) preparation of a cutover plan and subsequent migration and publication of the Customer’s Workflow; (iv) preparation of launch materials; (v) preparation of end user training materials and execution of end user training sessions; (vi) system for cross-domain identity management or “SCIM” group management and user attribute syncing; (vii) overall change management and program management; and (viii) delivery of any integration build. For the avoidance of doubt, Customer will be responsible for the ultimate design, build, and testing of any and all integrations.
2. Project Timeline
The “SOW Term'' commences on the SOW Effective Date and shall conclude on the earlier of (i) the date that is ninety (90) calendar days after the SOW Effective Date, or (ii) the date that the Project Team completes ten (10) hours of Professional Services for each Optimization Services Package purchased in the Order Form (the “Hours Cap”) (such earlier date, the “SOW Expiration Date”). Ironclad expects to deliver the Professional Services within 60 days of the SOW Effective Date, and Ironclad’s hours spent on Professional Services shall not exceed the Hours Cap. Ironclad’s hours commitment, inclusive of unused hours, expires on the SOW Expiration Date. Customer acknowledges and agrees that Ironclad’s ability to perform the Professional Services during the SOW Term depends upon Customer’s timely cooperation and collaborative participation at all times. Ironclad will not be responsible for any delay to the extent caused by actions or inactions of Customer.
3. Professional Services
During the SOW Term, the Project Team is available to perform the following Professional Services at Customer’s option within the described phases (each a “Phase” and together the “Phases”). The actual Professional Services to be provided, and their respective Phases, shall be mutually agreed upon by the Parties at the Kickoff Meeting. Not all Professional Services or Phases listed may be applicable or necessary to accomplish the Project.
Phase 1: Kickoff & Business Requirements Review
- Prior to the initial meeting (the “Kickoff Meeting”), Customer will provide Ironclad access to all current and complete copies of the following Customer information relevant to Customer’s Workflow(s): (i) Customer’s business process (which shall include, without limitation, Customer’s processes, contract approval and signature procedures/matrices, policies, and/or Workflow diagrams); (ii) Customer’s final contract templates; and (iii) architecture designs and technical integration components (which may include Customer’s fields and logic for SFDC mapping to the extent applicable, and eSignature, SSO, and/or pre-existing Cloud Storage provider information). Subclauses (i) through (iii) herein shall collectively be referred to as the “Business Requirements.”
- Ironclad will review Customer’s Business Requirements for the relevant Workflows prior to the scheduled Kickoff Meeting.
- The Kickoff Meeting will include an introduction to Ironclad and Ironclad personnel, an overview of the Professional Services the Project Team is available to perform, questions and clarifications (if any) regarding Customer’s submitted Business Requirements, if necessary, an end-to-end demonstration of Ironclad’s Workflow Designer, which shall be provided at Customer’s request (“Workflow Designer”), and alignment on the Professional Services Customer wishes the Project Team to perform.
Phase 2: Workflow Optimization
- Upon Customer’s request, Ironclad will rely upon Customer’s Business Requirements to suggest changes or improvements to the Workflow(s).
- The “Collaborative Configuration” process shall entail Customer’s Project Manager and the Ironclad Project Team collaboratively updating and testing all aspects of the Workflow, sharing their screens as necessary, with Ironclad answering questions and providing best practice guidance. The intent of the model is to train Customer’s Project Manager on Ironclad’s Workflow Designer functionality and to recommend best practices for future Customer-built workflows.
- Upon Customer’s request, the Parties will meet to review and answer open Customer questions that relate to the Workflow(s) and to review Customer’s Workflow(s) and to further iterate such Workflow(s) using a Collaborative Configuration process. The Collaborative Configuration model shall entail Customer’s Project Manager (or another individual designated by the Project Manager) sharing their screen to further iterate on the relevant workflow as Ironclad provides guidance. The intent of the Collaborative Configuration model is to train Customer’s Project Manager on Ironclad’s Workflow Designer functionality and to recommend best practices for future Customer-built workflows.
Phase 3: User Acceptance & Rollout Support
- Upon Customer’s request, Ironclad will meet with Customer to review Customer’s consolidated UAT feedback and to provide guidance to Customer so that Customer can incorporate its UAT feedback into the Workflow(s) accordingly (so long as such updates are comprised of actionable fixes that can be performed using the standard platform-level functionality that Ironclad makes available to all customers).
- For the avoidance of doubt, Ironclad will not be responsible for preparing, documenting, or customizing any of Customer’s UAT Materials. Ironclad will not be responsible for any aspects of the execution of such Customer-led UAT session(s).
- Upon Customer’s request, Ironclad will meet with Customer to provide guidance to Customer regarding the steps to prepare Customer’s production environment for launch of the Workflows. Any meetings may include a walkthrough of: (i) configuration of Customer’s groups, permissions, and admin settings; (ii) end-to-end testing of Customer’s integrations related to the Workflows; and (iii) confirmation that Customer’s Workflow access settings conform with Customer’s business requirements.
- In connection with the foregoing, Ironclad will also provide to Customer .pdf versions of a toolkit that includes launch resources, collateral, and best practices for reference. For the avoidance of doubt, Ironclad will not be responsible for preparing, documenting, or customizing any of Customer’s launch materials, and Ironclad will not be responsible for any aspects of the execution of any Customer-led launch preparation or end user training sessions.
- Upon Customer’s request, Ironclad will be available to answer Customer’s questions related to the relevant Workflows (“Hypercare”). Hypercare shall consist of issue resolutions, troubleshooting, and/or advisory services, and the Project Team will not make any further configuration updates to a deployed Workflow.
4. Project Team
No later than ten (10) business days following the SOW Effective Date, Ironclad will staff a project team with the skills and experience required to successfully complete the Professional Services (the “Project Team”). The Project Team shall be experienced in deploying the Professional Services. The Project Team assigned to perform the Professional Services will remain assigned to the Project until the SOW Expiration Date, but are not dedicated full-time to the Project. Ironclad reserves the right to replace, remove or add members of the Project Team as it deems reasonably necessary. Should this occur, Ironclad will coordinate with Customer to minimize the impact.
5.Customer Responsibilities & Project Assumptions
Ironclad’s performance of the Professional Services is contingent on certain Customer responsibilities and Project assumptions set forth below. Customer acknowledges and agrees that timely completion of the Project is based upon Customer’s compliance with each of the following:
- Customer understands that Ironclad’s ability to perform the Professional Services during the SOW Term depends upon Customer’s timely cooperation and collaborative participation with Ironclad.
- Customer understands that listing of all available Professional Services in this SOW is not a warranty that each service will be performed by Ironclad. Ironclad is not obligated to perform all available Professional Services listed in this SOW. Ironclad will perform only those Professional Services requested by Customer prior to the SOW Expiration Date.
- Customer will ensure that the appropriate resources (including, without limitation, the necessary business stakeholders, subject matter experts, and/or IT personnel for functional requirements gathering and Project) attend and participate in all meetings, working sessions, training, and/or testing.
- Customer will provide an executive sponsor to the Project who possesses knowledge of existing Customer processes and has the ability and authority to champion business process changes for Customer.
- Customer will provide a dedicated Project Manager who will act as Ironclad’s primary point of contact during the SOW Term (the “Project Manager”). The Project Manager shall coordinate all aspects of each meeting on behalf of the Customer and shall have the ability to engage in all meetings including, but not limited to, Workflow building.
- Customer will keep Ironclad apprised of business, organizational, and technical developments that may have a material impact on the performance of Professional Services.
- Customer is responsible for any organizational change management activities to support the Project.
- Customer is responsible for the performance of its employees and agents, including any contribution they make to the Project, and for the accuracy and completeness of all data, information, and materials provided to Ironclad.
- The Professional Services may include advice and recommendations, but Customer understands that all decisions in connection with the Project will be the responsibility of, and made by, Customer.
- Any materials shared by Ironclad that Ironclad makes available to similarly situated customers (by way of example only, training materials, Ironclad Help Center articles, etc.) are for illustrative purposes only, and Customer is solely responsible for the use, performance, maintenance, and risks associated with such materials.
- A delay impacting the Project caused by any third-party vendor providing services or products to Customer will be considered Customer’s responsibility.
- Ironclad is not responsible for any alteration or other modification made, during or after the completion of the Project, by Customer or third parties working on Customer’s behalf.
- Customer will obtain, at its own cost and expense, all third-party software, licenses, warranties, required hardware, and maintenance agreements. Ironclad will not be responsible for: (i) delivery of custom demos; (ii) custom software development (including, without limitation, scripting, testing, deployment, and/or maintenance); (iii) changes to or advice on third-party systems or custom integrations (e.g., middleware); or (iv) alterations to Ironclad’s standard platform-level functionality that Ironclad makes available to all customers.
- Customer is responsible for overall project management, template rationalization, business process design, testing, end user training, change management, and any integration build not explicitly listed or defined in this SOW.
- Customer is responsible for the ongoing maintenance and updates of completed Workflow(s) during the SOW Term and following the SOW Expiration Date.
- The Professional Services will be provided remotely via videoconferencing in English during regular business hours (8:30 a.m. to 5:00 p.m. local time for the Ironclad Project Team), Monday through Friday (holidays excluded).
6. Professional Services Fee
The fee for the Professional Services shall be set forth in the Order Form.
7.Project Modification
The Parties acknowledge that the provision of certain Professional Services may require intermediate steps that are not identifiable as of the SOW Effective Date, nor performable until the Professional Services have progressed to a certain degree during the SOW Term. As a result, the Professional Services may need to be adjusted during the SOW Term. In the event of a material change in scope that (i) requires Professional Services to be continued after the SOW Expiration Date and/or (ii) an increase in the Hours Cap, the Parties agree to execute a new Order Form referencing a statement of work containing the same terms as those herein. For the avoidance of doubt, Ironclad shall not proceed with any modifications to the Project unless documented in a new Order Form that is executed by both Parties.
8. Subcontracting
Ironclad may subcontract any portion of the Professional Services set forth in this SOW without the prior consent of Customer, provided that Ironclad: (i) remains directly responsible to Customer for the acts or omissions of each subcontractor in connection with the Professional Services set forth in this SOW; and (ii) ensures that each subcontractor is bound in writing to security, privacy and confidentiality terms equally as protective of Customer as the terms and conditions of the Governing Agreement.
9. Order of Precedence
In the event of any conflict between the terms of this SOW, the Governing Agreement, and the applicable Order Form, the following order of precedence shall govern: (i) first, this SOW (only with respect to the subject matter of this SOW); (ii) second, the Governing Agreement; and (iii) third, the applicable Order Form (unless the Special Terms section of the applicable Order Form clearly specifies that it modifies the Governing Agreement or this SOW, as the case may be).
Optimization SOW - Workflow Building
Version 1.1
Effective June 1st 2024
DownloadTable of Contents
Ironclad Statement of Work for Optimization Services Package - Workflow Building
This Ironclad Statement of Work for Optimization Services Package - Workflow Building (the “Statement of Work” or “SOW”) effective as of the start date specified in the Order Form (the “SOW Effective Date”) describes the scope of work to be provided to the customer identified in the Order Form (“Customer”) by Ironclad, Inc. (“Ironclad”), and is governed by the terms of the Enterprise Services Agreement or similar primary agreement by and between Customer and Ironclad (the “Governing Agreement”). Each of Ironclad and Customer are sometimes referred to herein individually as a “Party” and collectively as the “Parties.” Notwithstanding any other defined term used in this SOW, the Governing Agreement, or the applicable Order Form, the term “Enterprise Services” as used herein shall mean Ironclad’s cloud-based web platform delivered and accessible through https://www.ironcladapp.com.
- Scope of Services
A.Description of In-Scope Professional Services
During the SOW Term (defined below), Ironclad is available to perform any of the services detailed below at Customer’s option (the “Professional Services”) to assist in building Customer’s Workflow (defined below), to train Customer to achieve proficiency in the functionality of the Enterprise Services, and to build the workflow specified in the Order Form (collectively, the “Project”), provided, however, that Customer satisfies its responsibilities and assumptions as further detailed in Section 5 of this SOW. Customer acknowledges and agrees that the scope of Professional Services is explicitly limited to the Professional Services detailed in Section 3 of this SOW, and that all other configuration, ongoing support, or consulting services are outside the scope of this SOW. Further, this SOW is not intended to add or modify any terms of the Governing Agreement or the applicable Order Form.
Professional Services | Description |
---|---|
Workflow Building | The Project Team (defined below) shall work with Customer’s Project Manager (defined below) or designated contact to build a workflow, as identified in the Order Form and detailed in Section 3 of this SOW (the “Workflow”). |
B.Out-of-Scope
Customer acknowledges and agrees that the scope of Professional Services is explicitly limited to the Professional Services detailed in this SOW, and that all other configuration, ongoing support, or consulting services, including, without limitation, the following items, are outside the scope of this SOW: (i) migration of legacy contracts into Ironclad’s Dynamic Repository (hereafter, the “Repository”); (ii) preparation of user acceptance testing or “UAT” materials and execution of UAT sessions; (iii) preparation of a cutover plan and subsequent migration and publication of the Customer’s Workflow; (iv) preparation of launch materials; (v) preparation of end user training materials and execution of end user training sessions; (vi) system for cross-domain identity management or “SCIM” group management and user attribute syncing; (vii) overall change management and program management; and (viii) delivery of any integration build. For the avoidance of doubt, Customer will be responsible for the ultimate design, build, and testing of any and all integrations.
2. Project Timeline
The “SOW Term'' commences on the SOW Effective Date and shall conclude on the earlier of (i) the date that is ninety (90) calendar days after the SOW Effective Date, or (ii) the date that the Project Team completes ten (10) hours of Professional Services for each Optimization Services Package purchased in the Order Form (the “Hours Cap”) (such earlier date, the “SOW Expiration Date”). Ironclad expects to deliver the Professional Services within 60 days of the SOW Effective Date, and Ironclad’s hours spent on Professional Services shall not exceed the Hours Cap. Ironclad’s hours commitment, inclusive of unused hours, expires on the SOW Expiration Date. Customer acknowledges and agrees that Ironclad’s ability to perform the Professional Services during the SOW Term depends upon Customer’s timely cooperation and collaborative participation at all times. Ironclad will not be responsible for any delay to the extent caused by actions or inactions of Customer.
3. Professional Services
During the SOW Term, the Project Team is available to perform the following Professional Services at Customer’s option within the described phases (each a “Phase” and together the “Phases”). The actual Professional Services to be provided, and their respective Phases, shall be mutually agreed upon by the Parties at the Kickoff Meeting. Not all Professional Services or Phases listed may be applicable or necessary to accomplish the building of the Workflow.
Phase 1: Kickoff & Business Requirements Review
- Prior to the initial meeting (the “Kickoff Meeting”), Customer will provide Ironclad access to all current and complete copies of the following Customer information relevant to Customer’s Workflow: (i) Customer’s business process (which shall include, without limitation, Customer’s processes, contract approval and signature procedures/matrices, policies, and/or Workflow diagrams); (ii) Customer’s final contract templates; and (iii) architecture designs and technical integration components (which may include Customer’s fields and logic for Salesforce mapping to the extent applicable, and eSignature, SSO, and/or pre-existing Cloud Storage provider information). Subclauses (i) through (iii) herein shall collectively be referred to as the “Business Requirements.”
- Ironclad will review Customer’s Business Requirements for the relevant Workflow prior to the scheduled Kickoff Meeting.
- The Kickoff Meeting will include an introduction to Ironclad and Ironclad personnel, an overview of the Professional Services the Project Team is available to perform, questions and clarifications (if any) regarding Customer’s submitted Business Requirements, if necessary, an end-to-end demonstration of Ironclad’s Workflow Designer, which shall be provided at Customer’s request (“Workflow Designer”), and alignment on the Professional Services Customer wishes the Project Team to perform.
Phase 2: Workflow Building
- Ironclad will build the first version of Customer’s Workflow in Workflow Designer. Thereafter, the Parties will hold working sessions of up to one (1) hour each to collaboratively configure and iterate the Workflow.
- The “Collaborative Configuration” process shall entail Customer’s Project Manager and the Ironclad Project Team collaboratively updating and testing all aspects of the Workflow, sharing their screens as necessary, with Ironclad answering questions and providing best practice guidance. The intent of the model is to train Customer’s Project Manager on Ironclad’s Workflow Designer functionality and to recommend best practices for future Customer-built workflows.
- Upon Customer’s request, the Parties will meet to review and answer open Customer questions that relate to the Workflow and to review Customer’s Workflow and to further iterate such Workflow using a Collaborative Configuration process. The Collaborative Configuration model shall entail Customer’s Project Manager (or another individual designated by the Project Manager) sharing their screen to further iterate on the relevant workflow as Ironclad provides guidance. The intent of the Collaborative Configuration model is to train Customer’s Project Manager on Ironclad’s Workflow Designer functionality and to recommend best practices for future Customer-built workflows.
Phase 3: User Acceptance & Rollout Support
- Upon Customer’s request, Ironclad will meet with Customer to review Customer’s consolidated UAT feedback and to provide guidance to Customer so that Customer can incorporate its UAT feedback into the Workflow(s) accordingly (so long as such updates are comprised of actionable fixes that can be performed using the standard platform-level functionality that Ironclad makes available to all customers).
- For the avoidance of doubt, Ironclad will not be responsible for preparing, documenting, or customizing any of Customer’s UAT Materials. Ironclad will not be responsible for any aspects of the execution of such Customer-led UAT session(s).
- Upon Customer’s request, Ironclad will meet with Customer to provide guidance to Customer regarding the steps to prepare Customer’s production environment for launch of the Workflow. Any meetings may include a walkthrough of: (i) configuration of Customer’s groups, permissions, and admin settings; (ii) end-to-end testing of Customer’s integrations related to the Workflow; and (iii) confirmation that Customer’s Workflow access settings conform with Customer’s business requirements.
- In connection with the foregoing, Ironclad will also provide to Customer .pdf versions of a toolkit that includes launch resources, collateral, and best practices for reference. For the avoidance of doubt, Ironclad will not be responsible for preparing, documenting, or customizing any of Customer’s launch materials, and Ironclad will not be responsible for any aspects of the execution of any Customer-led launch preparation or end user training sessions.
- Upon Customer’s request, Ironclad will be available to answer Customer’s questions related to the relevant Workflow (“Hypercare”). Hypercare shall consist of issue resolutions, troubleshooting, and/or advisory services, and the Project Team will not make any further configuration updates to a deployed Workflow.
4. Project Team
No later than ten (10) business days following the SOW Effective Date, Ironclad will staff a project team with the skills and experience required to successfully complete the Professional Services (the “Project Team”). The Project Team shall be experienced in deploying the Professional Services. The Project Team assigned to perform the Professional Services will remain assigned to the Project until the SOW Expiration Date, but are not dedicated full-time to the Project. Ironclad reserves the right to replace, remove or add members of the Project Team as it deems reasonably necessary. Should this occur, Ironclad will coordinate with Customer to minimize the impact.
5.Customer Responsibilities & Project Assumptions
Ironclad’s performance of the Professional Services is contingent on certain Customer responsibilities and Project assumptions set forth below. Customer acknowledges and agrees that timely completion of the Project is based upon Customer’s compliance with each of the following:
- Customer understands that Ironclad’s ability to perform the Professional Services during the SOW Term depends upon Customer’s timely cooperation and collaborative participation with Ironclad.
- Customer understands that listing of all available Professional Services in this SOW is not a warranty that each service will be performed by Ironclad. Ironclad is not obligated to perform all available Professional Services listed in this SOW. Ironclad will perform only those Professional Services requested by Customer prior to the SOW Expiration Date.
- Customer will ensure that the appropriate resources (including, without limitation, the necessary business stakeholders, subject matter experts, and/or IT personnel for functional requirements gathering and Project) attend and participate in all meetings, working sessions, training, and/or testing.
- Customer will provide an executive sponsor to the Project who possesses knowledge of existing Customer processes and has the ability and authority to champion business process changes for Customer.
- Customer will provide a dedicated Project Manager who will act as Ironclad’s primary point of contact during the SOW Term (the “Project Manager”). The Project Manager shall coordinate all aspects of each meeting on behalf of the Customer and shall have the ability to engage in all meetings including, but not limited to, Workflow building.
- Customer will keep Ironclad apprised of business, organizational, and technical developments that may have a material impact on the performance of Professional Services.
- Customer is responsible for any organizational change management activities to support the Project.
- Customer is responsible for the performance of its employees and agents, including any contribution they make to the Project, and for the accuracy and completeness of all data, information, and materials provided to Ironclad.
- The Professional Services may include advice and recommendations, but Customer understands that all decisions in connection with the Project will be the responsibility of, and made by, Customer.
- Any materials shared by Ironclad that Ironclad makes available to similarly situated customers (by way of example only, training materials, Ironclad Help Center articles, etc.) are for illustrative purposes only, and Customer is solely responsible for the use, performance, maintenance, and risks associated with such materials.
- A delay impacting the Project caused by any third-party vendor providing services or products to Customer will be considered Customer’s responsibility.
- Ironclad is not responsible for any alteration or other modification made, during or after the completion of the Project, by Customer or third parties working on Customer’s behalf.
- Customer will obtain, at its own cost and expense, all third-party software, licenses, warranties, required hardware, and maintenance agreements. Ironclad will not be responsible for: (i) delivery of custom demos; (ii) custom software development (including, without limitation, scripting, testing, deployment, and/or maintenance); (iii) changes to or advice on third-party systems or custom integrations (e.g., middleware); or (iv) alterations to Ironclad’s standard platform-level functionality that Ironclad makes available to all customers.
- Customer is responsible for overall project management, template rationalization, business process design, testing, end user training, change management, and any integration build not explicitly listed or defined in this SOW.
- Customer is responsible for the ongoing maintenance and updates of completed Workflow during the SOW Term and following the SOW Expiration Date.
- The Professional Services will be provided remotely via videoconferencing in English during regular business hours (8:30 a.m. to 5:00 p.m. local time for the Ironclad Project Team), Monday through Friday (holidays excluded).
6. Professional Services Fee
The fee for the Professional Services shall be set forth in the Order Form.
7.Project Modification
The Parties acknowledge that the provision of certain Professional Services may require intermediate steps that are not identifiable as of the SOW Effective Date, nor performable until the Professional Services have progressed to a certain degree during the SOW Term. As a result, the Professional Services may need to be adjusted during the SOW Term. In the event of a material change in scope that (i) requires Professional Services to be continued after the SOW Expiration Date and/or (ii) an increase in the Hours Cap, the Parties agree to execute a new Order Form referencing a statement of work containing the same terms as those herein. For the avoidance of doubt, Ironclad shall not proceed with any modifications to the Project unless documented in a new Order Form that is executed by both Parties.
8. Subcontracting
Ironclad may subcontract any portion of the Professional Services set forth in this SOW without the prior consent of Customer, provided that Ironclad: (i) remains directly responsible to Customer for the acts or omissions of each subcontractor in connection with the Professional Services set forth in this SOW; and (ii) ensures that each subcontractor is bound in writing to security, privacy and confidentiality terms equally as protective of Customer as the terms and conditions of the Governing Agreement.
9. Order of Precedence
In the event of any conflict between the terms of this SOW, the Governing Agreement, and the applicable Order Form, the following order of precedence shall govern: (i) first, this SOW (only with respect to the subject matter of this SOW); (ii) second, the Governing Agreement; and (iii) third, the applicable Order Form (unless the Special Terms section of the applicable Order Form clearly specifies that it modifies the Governing Agreement or this SOW, as the case may be).
Optimization SOW - Integration Support
Version 1.1
Effective June 1st 2024
DownloadTable of Contents
Ironclad Statement of Work for Optimization Services Package - Integration Support
This Ironclad Statement of Work for Optimization Services Package - Integration Support (the “Statement of Work” or “SOW”) effective as of the start date specified in the Order Form (the “SOW Effective Date”) describes the scope of work to be provided to the customer identified in the Order Form (“Customer”) by Ironclad, Inc. (“Ironclad”), and is governed by the terms of the Enterprise Services Agreement or similar primary agreement by and between Customer and Ironclad (the “Governing Agreement”). Each of Ironclad and Customer are sometimes referred to herein individually as a “Party” and collectively as the “Parties.” Notwithstanding any other defined term used in this SOW, the Governing Agreement, or the applicable Order Form, the term “Enterprise Services” as used herein shall mean Ironclad’s cloud-based web platform delivered and accessible through https://www.ironcladapp.com.
- Scope of Services
A.Description of In-Scope Professional Services
During the SOW Term (defined below), Ironclad is available to perform the services detailed below (the “Professional Services”) to assist in optimizing Customer’s Integration (defined below), to train Customer to achieve proficiency in the functionality of the Enterprise Services, and to accomplish the Integration as defined in the Order Form (collectively, the “Project”), provided, however, that Customer satisfies its responsibilities and assumptions as further detailed in Section 5 of this SOW. Customer acknowledges and agrees that the scope of Professional Services is explicitly limited to the Professional Services detailed in Section 3 of this SOW, and that all other configuration, ongoing support, or consulting services are outside the scope of this SOW. Further, this SOW is not intended to add or modify any terms of the Governing Agreement or the applicable Order Form.
Professional Services | Description |
---|---|
Integration Support | The Project Team shall advise and assist Customer in the configuration of their own Ironclad and Integration-side configuration as detailed in section 3 of this SOW. |
B.Out-of-Scope
Customer acknowledges and agrees that the scope of Professional Services is explicitly limited to the Professional Services detailed in this SOW, and that all other configuration, ongoing support, or consulting services, including, without limitation, the following items, are outside the scope of this SOW: (i) migration of legacy contracts into Ironclad’s Dynamic Repository (hereafter, the “Repository”); (ii) preparation of user acceptance testing or “UAT” materials and execution of UAT sessions; (iii) preparation of a cutover plan and subsequent migration and publication of the Customer’s Workflow; (iv) preparation of launch materials; (v) preparation of end user training materials and execution of end user training sessions; (vi) system for cross-domain identity management or “SCIM” group management and user attribute syncing; and (vii) overall change management and program management. For the avoidance of doubt, Customer will be responsible for the ultimate design, build, and testing of any and all integrations.
2. Project Timeline
The “SOW Term'' commences on the SOW Effective Date and shall conclude on the earlier of (i) the date that is ninety (90) calendar days after the SOW Effective Date, or (ii) the date that the Project Team completes ten (10) hours of Professional Services for each Optimization Services Package purchased in the Order Form (the “Hours Cap”) (such earlier date, the “SOW Expiration Date”). Ironclad expects to deliver the Professional Services within 60 days of the SOW Effective Date, and Ironclad’s hours spent on Professional Services shall not exceed the Hours Cap. Ironclad’s hours commitment, inclusive of unused hours, expires on the SOW Expiration Date. Customer acknowledges and agrees that Ironclad’s ability to perform the Professional Services during the SOW Term depends upon Customer’s timely cooperation and collaborative participation at all times. Ironclad will not be responsible for any delay to the extent caused by actions or inactions of Customer.
3. Professional Services
During the SOW Term, the Project Team is available to perform the following Professional Services at Customer’s option within the described phases (each a “Phase” and together the “Phases”). The actual Professional Services to be provided, and their respective Phases, shall be mutually agreed upon by the Parties at the Kickoff Meeting. Not all Professional Services or Phases listed may be applicable or necessary to accomplish the Project. All meetings shall be scheduled to occur during regular business hours (8:30 a.m. to 5:00 p.m .local time).
Phase 1: Kickoff & Business Requirements Review
- Prior to the initial meeting (the “Kickoff Meeting”), Customer will provide Ironclad access to all current and complete copies of the following Customer information relevant to Customer’s Integration: (i) Customer’s business process (which shall include, without limitation, Customer’s processes, contract approval and signature procedures/matrices, policies, and/or Workflow diagrams); and iii) architecture designs and technical integration components. Subclauses (i) through (ii) herein shall collectively be referred to as the “Business Requirements.”
- Ironclad will review Customer’s Business Requirements for the relevant Integration prior to the scheduled Kickoff Meeting.
- The Kickoff Meeting will include an introduction to Ironclad and Ironclad personnel, an overview of the Professional Services the Project Team is available to perform, questions and clarifications (if any) regarding Customer’s submitted Business Requirements, if necessary, an end-to-end demonstration of Ironclad’s Workflow Designer, which shall be provided at Customer’s request (“Workflow Designer”), and alignment on the Professional Services Customer wishes the Project Team to perform.
Phase 2: Integration Setup
- If Customer is purchasing or has purchased an integration as identified in the Order Form between the Ironclad Platform and a third-party service (the “Integration”), at Customer’s request, Ironclad will provide self-service materials and documentation applicable to such Integration to Customer’s Integration administrator or other individual(s) as designated by Customer’s Project Manager.
- Ironclad will hold sessions with the Integration administrator (“Guided Sessions”) to: (1) suggest Integration and Ironclad integration points, (2) answer questions related to the Integration, and (3) guide Customer on its configuration of the integration features (e.g. Workflow Launch, Workflow Sync, Record Sync, Contract Sync, etc..). For the avoidance of doubt, Customer will be solely responsible for the design, configuration, and testing of all aspects of the Integration, and Ironclad will neither accept access to nor make any updates directly within Customer’s Integration instance.
Phase 3: User Acceptance & Rollout Support
- Upon Customer’s request, Ironclad will meet with Customer to review Customer’s consolidated UAT feedback and to provide guidance to Customer so that Customer can incorporate its UAT feedback into the Integration/Workflow(s) accordingly (so long as such updates are comprised of actionable fixes that can be performed using the standard platform-level functionality that Ironclad makes available to all customers).
- For the avoidance of doubt, Ironclad will not be responsible for preparing, documenting, or customizing any of Customer’s UAT Materials. Ironclad will not be responsible for any aspects of the execution of such Customer-led UAT session(s).
- In connection with the foregoing, Ironclad will also provide to Customer .pdf versions of a toolkit that includes launch resources, collateral, and best practices for reference. For the avoidance of doubt, Ironclad will not be responsible for preparing, documenting, or customizing any of Customer’s launch materials, and Ironclad will not be responsible for any aspects of the execution of any Customer-led launch preparation or end user training sessions.
- Upon Customer’s request, Ironclad will be available to answer Customer’s questions related to the relevant Integration/Workflows (“Hypercare”). Hypercare shall consist of issue resolutions, troubleshooting, and/or advisory services, and the Project Team will not make any further configuration updates to a deployed Workflow.
4. Project Team
No later than ten (10) business days following the SOW Effective Date, Ironclad will staff a project team with the skills and experience required to successfully complete the Professional Services (the “Project Team”). The Project Team shall be experienced in deploying the Professional Services. The Project Team assigned to perform the Professional Services will remain assigned to the Project until the SOW Expiration Date, but are not dedicated full-time to the Project. Ironclad reserves the right to replace, remove or add members of the Project Team as it deems reasonably necessary. Should this occur, Ironclad will coordinate with Customer to minimize the impact.
5.Customer Responsibilities & Project Assumptions
Ironclad’s performance of the Professional Services is contingent on certain Customer responsibilities and Project assumptions set forth below. Customer acknowledges and agrees that timely completion of the Project is based upon Customer’s compliance with each of the following:
- Customer understands that Ironclad’s ability to perform the Professional Services during the SOW Term depends upon Customer’s timely cooperation and collaborative participation with Ironclad.
- Customer understands that listing of all available Professional Services in this SOW is not a warranty that each service will be performed by Ironclad. Ironclad is not obligated to perform all available Professional Services listed in this SOW. Ironclad will perform only those Professional Services requested by Customer prior to the SOW Expiration Date.
- Customer will ensure that the appropriate resources (including, without limitation, the necessary business stakeholders, subject matter experts, and/or IT personnel for functional requirements gathering and Project) attend and participate in all meetings, working sessions, training, and/or testing.
- Customer will provide an executive sponsor to the Project who possesses knowledge of existing Customer processes and has the ability and authority to champion business process changes for Customer.
- Customer will provide a dedicated Project Manager who will act as Ironclad’s primary point of contact during the SOW Term (the “Project Manager”). The Project Manager shall coordinate all aspects of each meeting on behalf of the Customer and shall have the ability to engage in all meetings including, but not limited to, Workflow building.
- Customer will keep Ironclad apprised of business, organizational, and technical developments that may have a material impact on the performance of Professional Services.
- Customer is responsible for any organizational change management activities to support the Project.
- Customer is responsible for the performance of its employees and agents, including any contribution they make to the Project, and for the accuracy and completeness of all data, information, and materials provided to Ironclad.
- The Professional Services may include advice and recommendations, but Customer understands that all decisions in connection with the Project will be the responsibility of, and made by, Customer.
- Any materials shared by Ironclad that Ironclad makes available to similarly situated customers (by way of example only, training materials, Ironclad Help Center articles, etc.) are for illustrative purposes only, and Customer is solely responsible for the use, performance, maintenance, and risks associated with such materials.
- A delay impacting the Project caused by any third-party vendor providing services or products to Customer will be considered Customer’s responsibility.
- Ironclad is not responsible for any alteration or other modification made, during or after the completion of the Project, by Customer or third parties working on Customer’s behalf.
- Customer will obtain, at its own cost and expense, all third-party software, licenses, warranties, required hardware, and maintenance agreements. Ironclad will not be responsible for: (i) delivery of custom demos; (ii) custom software development (including, without limitation, scripting, testing, deployment, and/or maintenance); (iii) changes to or advice on third-party systems or custom integrations (e.g., middleware); or (iv) alterations to Ironclad’s standard platform-level functionality that Ironclad makes available to all customers.
- Customer is responsible for overall project management, template rationalization, business process design, testing, end user training, change management, and any integration build not explicitly listed or defined in this SOW.
- Customer is responsible for the ongoing maintenance and updates of completed Workflow(s) during the SOW Term and following the SOW Expiration Date.
- The Professional Services will be provided remotely via videoconferencing in English during regular business hours (8:30 a.m. to 5:00 p.m. local time for the Ironclad Project Team), Monday through Friday (holidays excluded).
6. Professional Services Fee
The fee for the Professional Services shall be set forth in the Order Form.
7.Project Modification
The Parties acknowledge that the provision of certain Professional Services may require intermediate steps that are not identifiable as of the SOW Effective Date, nor performable until the Professional Services have progressed to a certain degree during the SOW Term. As a result, the Professional Services may need to be adjusted during the SOW Term. In the event of a material change in scope that (i) requires Professional Services to be continued after the SOW Expiration Date and/or (ii) an increase in the Hours Cap, the Parties agree to execute a new Order Form referencing a statement of work containing the same terms as those herein. For the avoidance of doubt, Ironclad shall not proceed with any modifications to the Project unless documented in a new Order Form that is executed by both Parties.
8. Subcontracting
Ironclad may subcontract any portion of the Professional Services set forth in this SOW without the prior consent of Customer, provided that Ironclad: (i) remains directly responsible to Customer for the acts or omissions of each subcontractor in connection with the Professional Services set forth in this SOW; and (ii) ensures that each subcontractor is bound in writing to security, privacy and confidentiality terms equally as protective of Customer as the terms and conditions of the Governing Agreement.
9. Order of Precedence
In the event of any conflict between the terms of this SOW, the Governing Agreement, and the applicable Order Form, the following order of precedence shall govern: (i) first, this SOW (only with respect to the subject matter of this SOW); (ii) second, the Governing Agreement; and (iii) third, the applicable Order Form (unless the Special Terms section of the applicable Order Form clearly specifies that it modifies the Governing Agreement or this SOW, as the case may be).
Statement of Work: Guided OneTrust Workflow Support
Version 1.0
Effective October 17th 2023
DownloadTable of Contents
Ironclad Statement of Work for Guided OneTrust Workflow
This Ironclad Statement of Work for the OneTrust Guided Workflow Implementation Package (the “Statement of Work” or “SOW”) effective as of the Effective Date of the Order Form (the “SOW Effective Date”) describes the scope of work to be provided to the customer identified in the Order Form (“Customer”) by Ironclad, Inc. (“Ironclad”), and is governed by the terms of the Enterprise Services Agreement or similar primary agreement by and between Customer and Ironclad (the “Governing Agreement”). Each of Ironclad and Customer are sometimes referred to herein individually as a “Party” and collectively as the “Parties.” Notwithstanding any other defined term used in this SOW, the Governing Agreement, or the applicable Order Form, the term “Enterprise Services” as used herein shall mean Ironclad’s cloud-based web platform delivered and accessible through https://www.ironcladapp.com.
1. Scope of Services
A.Description of In-Scope Implementation Services
During the SOW Term (defined below), Ironclad will perform the services detailed below (the “Implementation Services”) to support the configuration of the Ironclad OneTrust Integration (the “Integration”)and its use in connection with the Enterprise Services (collectively, the “Implementation”), provided, however, that Customer satisfies its responsibilities and assumptions as further detailed in Section 5 of this SOW. Customer acknowledges and agrees that the scope of Implementation Services is explicitly limited to the Implementation Services detailed in Section 3 of this SOW, and that all other configuration, ongoing support, or consulting services are outside the scope of this SOW. Further, this SOW is not intended to add or modify any terms of the Governing Agreement or the applicable Order Form.
Implementation Services | Description |
OneTrust Implementation Support | The Project Team shall advise and assist Customer in the configuration of their own Ironclad and OneTrust-side configuration as detailed in section 3 of this SOW. |
B.Out-Of-Scope
Customer acknowledges and agrees that the scope of Implementation Services is explicitly limited to the Implementation Services detailed in this SOW, and that all other configuration, ongoing support, or consulting services, including, without limitation, the following items, are outside the scope of this SOW: (i) preparation of UAT materials and execution of UAT sessions; (ii) preparation of launch materials; (iii) preparation of end user training materials and execution of end user training sessions; (iv) SCIM group management and user attribute syncing; (v) overall change management and program management; (vi) delivery of any integration build; (vii) configuration or reconfiguration of Ironclad workflows; and (viii) configuration or reconfiguration of customer’s OneTrust instance. For the avoidance of doubt, Customer will be responsible for the ultimate design, configuration, and testing of the Integration.
2. Implementation Timeline
The anticipated duration of the Implementation Services shall be sixty (60) days. Notwithstanding the foregoing, the “SOW Term'' commences as of the date the Kickoff Meeting (defined below) occurs and shall conclude on the earlier of (i) the date that is sixty (60) calendar days after the Kickoff date, or (ii) the date of completion of the Implementation Services (such earlier date, the “SOW Expiration Date”). The date of the Kickoff Meeting shall occur within thirty (30) days of the SOW Effective Date.
Customer acknowledges and agrees that Ironclad’s ability to perform the Implementation Services during the SOW Term depends upon Customer’s timely cooperation and collaborative participation at all times.
3. Implementation Services and Milestones for OneTrust Implementation Package
During the SOW Term, Ironclad will perform the following Implementation Services to achieve each of the following Milestones:
Milestone 1: Kickoff & Integration Overview
- Prior to the initial meeting (the “Kickoff Meeting”), Ironclad will provide self-service materials and documentation applicable to the OneTrust Integration (the “Integration Materials”) to Customer’s OneTrust Administrator or other individual(s) as designated by Customer’s Program Manager (the “OneTrust Administrator”).
- The Kickoff Meeting will be among the Project Team, Customer’s Program Manager and OneTrust Administrator and include an introduction to the Integration and questions and clarifications (if any) regarding Customer’s review of the Integration Materials.
Milestone 2: Guided Setup Sessions
- Ironclad will meet with the OneTrust Administrator up to five (5) sessions (“Guided Sessions”) to suggest OneTrust and Ironclad integration points, to answer questions related to the OneTrust Integration, and to guide Customer on its configuration of the integration features including workflow launch & automated approval. For the avoidance of doubt, Customer will be solely responsible for the design, configuration, and testing of all aspects of the OneTrust Integration, and Ironclad will neither accept access to nor make any updates directly within Customer’s OneTrust instance.
- In the event (i) Customer requests more than five (5) Guided Sessions with Ironclad, and/or (ii) the Project Team provides more than twenty (20) hours of support to Customer in connection with this Section 3, the Parties shall negotiate the terms of a Change Order in accordance with the process set forth in Section 7.
4. Project Team
Ironclad will staff an implementation team with the skills and experience required to successfully complete the Implementation Services (the “Project Team”). All assigned Ironclad staff and subcontractors (if applicable) are experienced in deploying the Implementation Services. The resources assigned to perform the Implementation Services will remain assigned to the Implementation until the SOW Expiration Date, but are not dedicated full-time to the Implementation. On occasion, Ironclad may need to change or add Ironclad staff. Should this occur, Ironclad will coordinate with Customer to minimize the impact.
5.Customer Responsibilities & Implementation Assumptions
Ironclad’s performance of the Implementation Services is contingent on certain Customer responsibilities and Implementation assumptions set forth below. Customer acknowledges and agrees that timely completion of the Implementation is based upon Customer’s compliance with each of the following:
- Customer understands that Ironclad’s ability to perform the Implementation Services during the SOW Term depends upon Customer’s timely cooperation and collaborative participation with Ironclad.
- Customer will ensure that the appropriate resources (including, without limitation, the necessary business stakeholders, subject matter experts, and/or IT personnel for functional requirements gathering and implementation) attend and participate in all meetings.
- Customer will provide a dedicated project manager who will act as Ironclad’s primary point of contact during the SOW Term (the “Project Manager”). The Project Manager shall coordinate all aspects of each Milestone on behalf of the Customer and shall have the ability to engage in all Milestones.
- Customer will keep Ironclad apprised of business, organizational, and technical developments that may have a material impact on the performance of Implementation Services and Milestone timeline.
- Customer is responsible for any organizational change management activities to support the Implementation.
- Customer is responsible for the performance of its employees and agents, including any contribution they make to the Implementation, and for the accuracy and completeness of all data, information, and materials provided to Ironclad.
- The Implementation Services may include advice and recommendations, but Customer understands that all decisions in connection with the implementation of such advice and recommendations will be the responsibility of, and made by, Customer.
- Any materials shared by Ironclad that Ironclad makes available to similarly situated customers (by way of example only, training materials, Ironclad Help Center articles, etc.) are for illustrative purposes only, and Customer is solely responsible for the use, performance, maintenance, and risks associated with such materials.
- A delay impacting the Implementation caused by any third-party vendor providing services or products to Customer will be considered Customer’s responsibility.
- Ironclad is not responsible for any alteration or other modification made during the Implementation by Customer or third parties working on Customer’s behalf.
- Customer will obtain, at its own cost and expense, all third-party software, licenses, warranties, required hardware, and maintenance agreements. For the avoidance of doubt, Ironclad will not be responsible for: (i) delivery of custom demos; (ii) custom software development (including, without limitation, scripting, testing, deployment, and/or maintenance); (iii) changes to or advice on third-party systems or custom integrations (e.g., middleware); or (iv) alterations to Ironclad’s standard platform-level functionality that Ironclad makes available to all customers.
- Customer is responsible for overall project management, business process design, testing, end user training, change management, and any integration build not explicitly listed or defined in this SOW.
- Customer is responsible for the ongoing maintenance and updates of the Integration during the SOW Term and following the SOW Expiration Date.
- The Implementation Services will be provided remotely via videoconferencing and in English.
6. Implementation Services Fee
The fee for the Implementation Services shall be set forth in the Order Form (the “Fee”). In the event of a material change in scope that impacts the Fee and/or the SOW Term, the Parties shall negotiate the terms of a Change Order in accordance with the process set forth in Section 7.
7. Change Orders
The Parties acknowledge that certain Milestones may require intermediate steps that are not identifiable as of the SOW Effective Date, nor performable until the Implementation Services have progressed to a certain degree during the SOW Term. As a result, the SOW Term and scope of Implementation Services may need to be adjusted during the SOW Term based on (i) such objectives that may be unknown as of the SOW Effective Date, and/or (ii) whether Ironclad’s performance of Implementation Services may continue after the SOW Expiration Date. In the event of a material change in scope, the Parties shall negotiate the terms of a Change Order. For the avoidance of doubt, Ironclad shall not proceed with any changes for the Implementation unless documented in a Change Order that is executed by both Parties.
8. Subcontracting
Ironclad may subcontract any portion of the Implementation Services set forth in this SOW without the prior consent of Customer, provided that Ironclad: (i) remains directly responsible to Customer for the acts or omissions of each subcontractor in connection with the Implementation Services set forth in this SOW; and (ii) ensures that each subcontractor is bound in writing to security, privacy and confidentiality terms equally as protective of Customer as the terms and conditions of the Governing Agreement.
9. Order of Precedence
In the event of any conflict between the terms of this SOW, the Governing Agreement, the applicable Order Form, and any additional statement of work the Customer and Ironclad may have entered into, the following order of precedence shall govern: (i) first, this SOW (only with respect to the subject matter of this SOW); (ii) second, any additional SOW (with respect to the subject matter contained therein), (iii) third, the Governing Agreement; and (iv) fourth, the applicable Order Form (unless the Special Contractual Terms section of the applicable Order Form clearly specifies that it modifies the Governing Agreement or this SOW, as the case may be).
Statement of Work for the Repository Design and Migration Advisory Package
Version 1.0
Effective December 13th 2023
DownloadTable of Contents
Ironclad Statement of Work for the Repository Design and Migration Advisory Package
This Ironclad Statement of Work for the Repository Design and Migration Advisory Package (the “Statement of Work” or “SOW”) effective as of the Effective Date of the Order Form (the “SOW Effective Date”) describes the scope of work to be provided to the customer identified in the Order Form (“Customer”) by Ironclad, Inc. (“Ironclad”), and is governed by the terms of the Enterprise Services Agreement or similar primary agreement by and between Customer and Ironclad (the “Governing Agreement”). Each of Ironclad and Customer are sometimes referred to herein individually as a “Party” and collectively as the “Parties.” Notwithstanding any other defined term used in this SOW, the Governing Agreement, or the applicable Order Form, the term “Enterprise Services” as used herein shall mean Ironclad’s cloud-based web platform delivered and accessible through https://www.ironcladapp.com.
A. Description of In-Scope Implementation Services
During the SOW Term (defined below), Ironclad will perform the services detailed below (the “Implementation Services”) to configure the Enterprise Services and to train Customer to achieve proficiency in the functionality of the Enterprise Services (collectively, the “Implementation”), provided, however, that Customer satisfies its responsibilities and assumptions as further detailed in Section 5 of this SOW. Customer acknowledges and agrees that the scope of Implementation Services is explicitly limited to the Implementation Services and each of the corresponding stages in the Implementation timeline (each, a “Milestone,” and collectively, the “Milestones”) detailed in Section 3 of this SOW, and that all other configuration, ongoing support, or consulting services are outside the scope of this SOW. Further, this SOW is not intended to add or modify any terms of the Governing Agreement or the applicable Order Form.
Implementation Services | Description |
Systems Setup | The Project Team shall update Ironclad settings to allow Customer to setup and configure Customer’s pre-existing SSO systems. |
Repository Design and Migration Advisory Services | The Project Team will provide up to 10 hours of advisory services. The advisory services are limited to 1) providing advice and guidance to Customer in the planning, design, and execution of Customer’s legacy document migration, and 2) best practices for configuring Ironclad’s Repository features. |
B. Out-Of-Scope
Customer acknowledges and agrees that the scope of Implementation Services is explicitly limited to the Implementation Services detailed in this SOW, and that all other configuration, ongoing support, or consulting services, including, without limitation, the following items, are outside the scope of this SOW: (i) extraction of legacy contract file and data, editing metadata input file for migration to Ironclad’s Repository (the “Repository”), loading of legacy documents and data, and verification of data migrated to Repository; (ii) document sorting, document merging, or document separation; (iii) creation of the metadata input file, data cleansing, data transformation or data validation; (iv) preparation of user acceptance testing or UAT materials and execution of UAT sessions; (v) management and training with other third party vendors that Customer has engaged to support the scope of this engagement; (vi) preparation of a cutover plan and subsequent migration and publication of each of Customer’s Workflows; (vii) preparation of launch materials; (viii) preparation of end user training materials and execution of end user training sessions; (ix) system for cross-domain identity management or “SCIM” group management and user attribute syncing; (x) overall change management and program management; (xi) delivery of any integration build; (xii) Salesforce or Coupa system and workflow setup (unless such add-ons are purchased and listed in the Order Form).
2. Implementation Timeline
The “SOW Term'' commences as of the date the Kickoff Meeting (defined below) occurs and shall conclude on the earlier of (i) the date that is eight (8) weeks after the Kickoff Meeting date, (ii) the date that the Project Team completes ten (10) hours of Professional Services (the “Hours Cap”) or (iii) the date of completion of the Implementation Services (such earlier date, the “SOW Expiration Date”). Ironclad’s hours spent on Professional Services shall not exceed the Hours Cap. Ironclad’s hours commitment, inclusive of unused hours, expires on the SOW Expiration Date. The date of the Kickoff Meeting shall occur within thirty (30) days of the SOW Effective Date.
Customer acknowledges and agrees that Ironclad’s ability to perform the Implementation Services during the SOW Term depends upon Customer’s timely cooperation and collaborative participation at all times.
3. Implementation Services and Milestones for Repository Design and Migration Advisory
During the SOW Term, Ironclad will perform the following Implementation Services to achieve each of the following Milestones:
- Within thirty (30) days of the SOW Effective Date, the Ironclad Project Team will schedule and conduct an initial thirty (30) minute meeting (the “Kickoff Meeting”) with the Customer’s Project Manager. The Kickoff Meeting will include: (a) an introduction to Ironclad and Ironclad personnel; (b) an overview of the Implementation Services and the Implementation timelines, including setting a tentative launch date; and (c) review of Customer’s deliverables, including process to finalize the Repository Design Requirements (defined below), and Systems Setup.
- Following the Kickoff Meeting, Customer will complete the Ironclad Academy and enablement resources provided by Project Team on Repository functionality.
- Within seven (7) days of the Kickoff Meeting, Customer will complete Contract Migration Discovery questions in the Discovery and Design Workbook, in a form provided by Ironclad.
- Customer will export contract data and documents from existing service providers.
- Customer will provide a sample data export, including a sample data file and contract documents for a minimum of fifty (50) contracts, to Ironclad in a format that meets Ironclad’s requirements and data migration requirements.
- Following Ironclad’s receipt of the completed Contract Migration Discovery questions and sample data export, Ironclad will schedule and conduct an one (1) hour meeting with Customer’s Project Team (the “Discovery Meeting”). The Discovery Meeting will include (a) a review of the current state of Customer’s legacy contracts; (b) a review of Customer’s contract management and reporting goals; and (c) Ironclad advisory on best practices for Customer to prepare input files.
- Following the Discovery Meeting, Ironclad will create a document that outlines decisions made by Customer, including but not limited to; contract relationships, record properties, record types, and permissions (the “Repository Design Requirements”).
- Ironclad will complete one (1) iteration of the Repository Design Requirements. Customer will confirm Repository Design Requirements in writing.
- Milestone 1 must be completed within two (2) weeks of the Kickoff Meeting (the “Milestone 1 Completion Date”).
- Following the Milestone 1 Completion Date, Ironclad will provide a document which will include step-by-step guidance for Customer to complete legacy document migration that aligns with the Repository Design Requirements (the “Ironclad Migration Guidance”).
- Customer will consolidate legacy contracts and configure the metadata input file, following Ironclad’s recommendation, to prepare for migration to Ironclad.
- Ironclad will hold one (1) working session of up to one (1) hour to collaboratively follow the Ironclad Migration Guidance steps and import up to ten (10) contracts with legacy data.
- Customer will complete migration to Repository for remaining legacy documents.
- Ironclad will hold up to two (2) sessions of up to (30) minutes each to troubleshoot questions related to contract migration.
- Contract Migration (Milestone 2) must be completed within three (3) weeks of the Milestone 1 Completion Date (the “Milestone 2 Completion Date”).
- Following the Milestone 2 Completion Date, Ironclad will schedule and conduct a one (1) hour working session to collaboratively configure associated Repository features, including contract reminder emails, saved views, and permissions, and prepare for launching to Customer’s end users.
- Milestone 3 must be completed within two (2) weeks of the Milestone 2 Completion Date (the “Milestone 3 Completion Date”).
- Following the Milestone 3 Completion Date, Ironclad will host one (1) session to answer Customer’s questions, if any, prior to transitioning Customer to Ironclad’s Success Management team (the “Transition Meeting”).
4. Project Team
No later than ten (10) business days following the SOW Effective Date, Ironclad will staff an implementation team with the skills and experience required to successfully complete the Implementation Services (the “Project Team”). The Project Team shall be experienced in deploying the Implementation Services. The resources assigned to perform the Implementation Services will remain assigned to the Implementation until the SOW Expiration Date, but are not dedicated full-time to Customer’s Implementation. Ironclad reserves the right to replace, remove or add members of the Project Team as it deems reasonably necessary. Should this occur, Ironclad will coordinate with Customer to minimize the impact.
The Project Team will include the following roles for Ironclad:
Role | Responsibilities |
Legal Engineer | The Legal Engineer (“LE”) will be the point of contact for solution design and project delivery. The LE will bring legal operations expertise to the Implementation and will be responsible for legacy contract migration process optimization. |
Customer will staff its own project team (the “Customer Project Team”) to include the following roles, though multiple roles may be held by an individual:
Role | Responsibilities |
Executive Sponsor | The Executive Sponsor will have the ability and authority to champion business process changes for Customer and will also serve as the highest point of escalation internally. |
Project Manager | The Project Manager will be Customer’s designated project manager who will act as Ironclad’s primary point of contact. The Project Manager will coordinate all aspects of each Milestone on behalf of the Customer. |
Business Stakeholder Leads | The Business Stakeholder Leads will be responsible for providing input in the Repository design, UAT, and represent business perspective on behalf of the Customer. |
IT Contact | The IT Contact will serve as Customer’s point of contact with respect to the configuration of the Systems Setup. |
Ironclad Administrator | The Ironclad Administrator will be responsible for maintaining Customer’s Ironclad platform post go-live. This is inclusive of Repository management, building new workflows, managing existing workflow updates, permissions and user management, and other administrator activities. |
5. Customer Responsibilities & Implementation Assumptions
Ironclad’s performance of the Implementation Services is contingent on certain Customer responsibilities and Implementation assumptions set forth below. Customer acknowledges and agrees that timely completion of the Implementation is based upon Customer’s compliance with each of the following:
- Customer understands that Ironclad’s ability to perform the Implementation Services during the SOW Term depends upon Customer’s timely cooperation and collaborative participation with Ironclad.
- In the event any Milestone Completion Date is missed, Customer understands that Ironclad may mark the Implementation as “At-Risk” and Customer agrees to meet with Project Team to align on a revised Implementation timeline to ensure the Implementation Services can be completed prior to the SOW Expiration Date. In the event the SOW Expiration Date is reached without all Milestone Completion Dates having been achieved, Ironclad may, in its sole discretion, hold the Transition Meeting.
- Customer will ensure that the appropriate resources (including, without limitation, the necessary business stakeholders, subject matter experts, and/or IT personnel for functional requirements gathering and implementation) attend and participate in all meetings, working sessions, training, and testing.
- Customer will keep Ironclad apprised of business, organizational, and technical developments that may have a material impact on the performance of Implementation Services and Milestone timeline.
- Customer is responsible for any organizational change management activities to support the Implementation.
- Customer is responsible for the performance of its employees and agents, including any contribution they make to the Implementation, and for the accuracy and completeness of all data, information, and materials provided to Ironclad.
- The Implementation Services may include advice and recommendations, but Customer understands that all decisions in connection with the implementation of such advice and recommendations will be the responsibility of, and made by, Customer.
- Any materials shared by Ironclad that Ironclad makes available to similarly situated customers (by way of example only, training materials, Ironclad Help Center articles, etc.) are for illustrative purposes only, and Customer is solely responsible for the use, performance, maintenance, and risks associated with such materials.
- A delay impacting the Implementation caused by any third-party vendor providing services or products to Customer will be considered Customer’s responsibility.
- Customer is responsible for the management and training of any third-party vendors that Customer has engaged to support the scope of this engagement.
- Ironclad is not responsible for any alteration or other modification made, during or after the completion of the Implementation, by Customer or third parties working on Customer’s behalf.
- Customer will obtain, at its own cost and expense, all third-party software, licenses, warranties, required hardware, and maintenance agreements. For the avoidance of doubt, Ironclad will not be responsible for: (i) delivery of custom demos; (ii) custom software development (including, without limitation, scripting, testing, deployment, and/or maintenance); (iii) changes to or advice on third-party systems or custom integrations (e.g., middleware); or (iv) alterations to Ironclad’s standard platform-level functionality that Ironclad makes available to all customers.
- Customer is responsible for overall project management, Repository design, testing, end user training, change management, and any integration build not explicitly listed or defined in this SOW.
- Customer is responsible for any metadata import. Ironclad is not responsible for nor guarantees the full migration of all legacy documents/contracts into the Repository during the period of the implementation timeline stated in this SOW.
- Customer is responsible for the ongoing maintenance and updates to the Repository during the SOW Term and following the SOW Expiration Date.
- Customer is responsible for preparing, documenting, or customizing any of Customer’s launch materials.
- The Implementation Services will be provided remotely via videoconferencing and in English.
6. Implementation Services Fee
The fee for the Implementation Services shall be set forth in the Order Form (the “Fee”). In the event of a material change in scope that impacts the Fee and/or the SOW Term, the Parties shall negotiate the terms of a change order (a “Change Order”) in accordance with the process set forth in Section 7.
7. Change Orders
The Parties acknowledge that certain Milestones may require intermediate steps that are not identifiable as of the SOW Effective Date, nor performable until the Implementation Services have progressed to a certain degree during the SOW Term. As a result, the SOW Term and scope of Implementation Services may need to be adjusted during the SOW Term based on (i) such objectives that are unknown as of the SOW Effective Date, and/or (ii) whether Ironclad’s performance of Implementation Services need to continue after the SOW Expiration Date. In the event of a material change in scope, the Parties shall negotiate the terms of a Change Order. For the avoidance of doubt, Ironclad shall not proceed with any changes for the Implementation unless documented in a Change Order that is executed by both Parties.
8. Subcontracting
Ironclad may subcontract any portion of the Implementation Services set forth in this SOW without the prior consent of Customer, provided that Ironclad: (i) remains directly responsible to Customer for the acts or omissions of each subcontractor in connection with the Implementation Services set forth in this SOW; and (ii) ensures that each subcontractor is bound in writing to security, privacy and confidentiality terms equally as protective of Customer as the terms and conditions of the Governing Agreement.
9. Order of Precedence
In the event of any conflict between the terms of this SOW, the Governing Agreement, and the applicable Order Form, the following order of precedence shall govern: (i) first, this SOW (only with respect to the subject matter of this SOW); (ii) second, the Governing Agreement; and (iii) third, the applicable Order Form (unless the Special Contractual Terms section of the applicable Order Form clearly specifies that it modifies the Governing Agreement or this SOW, as the case may be). If Customer has purchased a separate professional services package from Ironclad that also includes legacy contract migration components (e.g. the “Guided Smart Import Contract Migration” milestone of a Guide, Assist, or Drive package), the Milestones in this SOW will supersede the milestones in that package’s statement of work solely with respect to legacy contract migration and repository design.
Statement of Work - Guided Salesforce Workflow Package
Version 1.1
Effective June 1st 2024
DownloadTable of Contents
Ironclad Statement of Work for the Guided Salesforce Workflow Package
This Ironclad Statement of Work for the Salesforce Implementation Package (the “Statement of Work” or “SOW”) effective as of the Effective Date of the Order Form (the “SOW Effective Date”) describes the scope of work to be provided to the customer identified in the Order Form (“Customer”) by Ironclad, Inc. (“Ironclad”), and is governed by the terms of the Enterprise Services Agreement or similar primary agreement by and between Customer and Ironclad (the “Governing Agreement”). Each of Ironclad and Customer are sometimes referred to herein individually as a “Party” and collectively as the “Parties.” Notwithstanding any other defined term used in this SOW, the Governing Agreement, or the applicable Order Form, the term “Enterprise Services” as used herein shall mean Ironclad’s cloud-based web platform delivered and accessible through https://www.ironcladapp.com.
A. Description of In-Scope Implementation Services
During the SOW Term (defined below), Ironclad will perform the services detailed below (the “Implementation Services”) to support the configuration of the Ironclad Salesforce Integration (the “Integration”) and its use in connection with the Enterprise Services (collectively, the “Implementation”), provided, however, that Customer satisfies its responsibilities and assumptions as further detailed in Section 5 of this SOW. Customer acknowledges and agrees that the scope of Implementation Services is explicitly limited to the Implementation Services and each of the corresponding stages in the implementation timeline (each, a “Milestone,” and collectively, the “Milestones”) detailed in Section 3 of this SOW, and that all other configuration, ongoing support, or consulting services are outside the scope of this SOW. Further, this SOW is not intended to add or modify any terms of the Governing Agreement or the applicable Order Form.
Implementation Services | Description |
Guided Salesforce Workflow | The Project Team shall advise and assist Customer in the configuration of their own Ironclad and Salesforce-side configuration as detailed in section 3 of this SOW. |
B. Out-Of-Scope
Customer acknowledges and agrees that the scope of Implementation Services is explicitly limited to the Implementation Services detailed in this SOW, and that all other configuration, ongoing support, or consulting services, including, without limitation, the following items, are outside the scope of this SOW: (i) preparation of UAT materials and execution of UAT sessions; (ii) preparation of launch materials; (iii) preparation of end user training materials and execution of end user training sessions; (iv) SCIM group management and user attribute syncing; (v) overall change management and program management; (vi) delivery of any integration build; (vii) configuration or reconfiguration of Ironclad workflows; and (viii) configuration or reconfiguration of customer’s Salesforce instance. For the avoidance of doubt, Customer will be responsible for the ultimate design, configuration, and testing of the Integration.
2. Implementation Timeline
The anticipated duration of the Implementation Services shall be sixty (60) days. Notwithstanding the foregoing, the “SOW Term'' commences as of the date the Kickoff Meeting (defined below) occurs and shall conclude on the earlier of (i) the date that is sixty (60) calendar days after the Kickoff date, or (ii) the date of completion of the Implementation Services (such earlier date, the “SOW Expiration Date”). The date of the Kickoff Meeting shall occur within thirty (30) days of the SOW Effective Date.
Customer acknowledges and agrees that Ironclad’s ability to perform the Implementation Services during the SOW Term depends upon Customer’s timely cooperation and collaborative participation at all times.
3. Implementation Services and Milestones for the Salesforce Implementation Package
During the SOW Term, Ironclad will perform the following Implementation Services to achieve each of the following Milestones:
Milestone 1: Kickoff & Integration Overview
- Prior to the initial meeting (the “Kickoff Meeting”), Ironclad will provide self-service materials and documentation applicable to the Salesforce Integration (the “Integration Materials”) to Customer’s Salesforce Administrator or other individual(s) as designated by Customer’s Project Manager (the “Salesforce Administrator”).
- The Kickoff Meeting will be among the Project Team, Customer’s Project Manager and Salesforce Administrator and include an introduction to the Integration and questions and clarifications (if any) regarding Customer’s review of the Integration Materials.
Milestone 2: Guided Setup Sessions
- Ironclad will meet with the Salesforce Administrator for up to four (4) sessions (“Guided Sessions”) to suggest Salesforce and Ironclad integration points, to answer questions related to the Salesforce Integration, and to guide Customer on its configuration of the SFDC Managed Package’s features such as Workflow Launch, Workflow Sync, and Record Sync. For the avoidance of doubt, Customer will be solely responsible for self-implementing its SFDC Integration within its own SFDC instance and will be responsible for the ultimate design, build, and testing of all aspects of the SFDC integration.
- In the event the Project Team provides more than eight (8) hours of support to Customer in connection with this Section 3, the Parties shall negotiate the terms of a Change Order in accordance with the process set forth in Section 7.
4. Project Team
No later than ten (10) business days following the SOW Effective Date, Ironclad will staff an implementation team with the skills and experience required to successfully complete the Implementation Services (the “Project Team”). All assigned Ironclad staff and subcontractors (if applicable) are experienced in deploying the Implementation Services. The resources assigned to perform the Implementation Services will remain assigned to the Implementation until the SOW Expiration Date, but are not dedicated full-time to the Implementation. On occasion, Ironclad may need to change or add Ironclad staff. Should this occur, Ironclad will coordinate with Customer to minimize the impact.
5.Customer Responsibilities & Implementation Assumptions
Ironclad’s performance of the Implementation Services is contingent on certain Customer responsibilities and Implementation assumptions set forth below. Customer acknowledges and agrees that timely completion of the Implementation is based upon Customer’s compliance with each of the following:
- Customer understands that Ironclad’s ability to perform the Implementation Services during the SOW Term depends upon Customer’s timely cooperation and collaborative participation with Ironclad.
- Customer will ensure that the appropriate resources (including, without limitation, the necessary business stakeholders, subject matter experts, and/or IT personnel for functional requirements gathering and implementation) attend and participate in all meetings.
- Customer will provide a dedicated project manager who will act as Ironclad’s primary point of contact during the SOW Term (the “Project Manager”). The Project Manager shall coordinate all aspects of each Milestone on behalf of the Customer and shall have the ability to engage in all Milestones.
- Customer will keep Ironclad apprised of business, organizational, and technical developments that may have a material impact on the performance of Implementation Services and Milestone timeline.
- Customer is responsible for any organizational change management activities to support the Implementation.
- Customer is responsible for the performance of its employees and agents, including any contribution they make to the Implementation, and for the accuracy and completeness of all data, information, and materials provided to Ironclad.
- The Implementation Services may include advice and recommendations, but Customer understands that all decisions in connection with the implementation of such advice and recommendations will be the responsibility of, and made by, Customer.
- Any materials shared by Ironclad that Ironclad makes available to similarly situated customers (by way of example only, training materials, Ironclad Help Center articles, etc.) are for illustrative purposes only, and Customer is solely responsible for the use, performance, maintenance, and risks associated with such materials.
- A delay impacting the Implementation caused by any third-party vendor providing services or products to Customer will be considered Customer’s responsibility.
- Ironclad is not responsible for any alteration or other modification made during the Implementation by Customer or third parties working on Customer’s behalf.
- Customer will obtain, at its own cost and expense, all third-party software, licenses, warranties, required hardware, and maintenance agreements. For the avoidance of doubt, Ironclad will not be responsible for: (i) delivery of custom demos; (ii) custom software development (including, without limitation, scripting, testing, deployment, and/or maintenance); (iii) changes to or advice on third-party systems or custom integrations (e.g., middleware); or (iv) alterations to Ironclad’s standard platform-level functionality that Ironclad makes available to all customers.
- Customer is responsible for overall project management, business process design, testing, end user training, change management, and any integration build not explicitly listed or defined in this SOW.
- Customer is responsible for the ongoing maintenance and updates of the Integration during the SOW Term and following the SOW Expiration Date.
- The Implementation Services will be provided remotely via videoconferencing in English during regular business hours (8:30 a.m. to 5:00 p.m. local time for the Ironclad Project Team), Monday through Friday (holiday excluded).
6. Implementation Services Fee
The fee for the Implementation Services shall be set forth in the Order Form (the “Fee”). In the event of a material change in scope that impacts the Fee and/or the SOW Term, the Parties shall negotiate the terms of a Change Order in accordance with the process set forth in Section 7.
7.Change Orders
The Parties acknowledge that certain Milestones may require intermediate steps that are not identifiable as of the SOW Effective Date, nor performable until the Implementation Services have progressed to a certain degree during the SOW Term. As a result, the SOW Term and scope of Implementation Services may need to be adjusted during the SOW Term based on (i) such objectives that may be unknown as of the SOW Effective Date, and/or (ii) whether Ironclad’s performance of Implementation Services may continue after the SOW Expiration Date. In the event of a material change in scope, the Parties shall negotiate the terms of a Change Order. For the avoidance of doubt, Ironclad shall not proceed with any changes for the Implementation unless documented in a Change Order that is executed by both Parties.
8. Subcontracting
Ironclad may subcontract any portion of the Implementation Services set forth in this SOW without the prior consent of Customer, provided that Ironclad: (i) remains directly responsible to Customer for the acts or omissions of each subcontractor in connection with the Implementation Services set forth in this SOW; and (ii) ensures that each subcontractor is bound in writing to security, privacy and confidentiality terms equally as protective of Customer as the terms and conditions of the Governing Agreement.
9. Order of Precedence
In the event of any conflict between the terms of this SOW, the Governing Agreement, the applicable Order Form, and any additional statement of work the Customer and Ironclad may have entered into, the following order of precedence shall govern: (i) first, this SOW (only with respect to the subject matter of this SOW); (ii) second, any additional SOW (with respect to the subject matter contained therein), (iii) third, the Governing Agreement; and (iv) fourth, the applicable Order Form (unless the Special Contractual Terms section of the applicable Order Form clearly specifies that it modifies the Governing Agreement or this SOW, as the case may be).
Non-Disclosure Agreement
Version 1.0
Effective February 7th 2024
DownloadTable of Contents
Ironclad Security & Data Package
Version 1.1
Effective March 13th 2024
DownloadTable of Contents
EU Ironclad Signature Amendment
Version 1.0
Effective March 13th 2024
DownloadTable of Contents
Amendment to the Enterprise Services Agreement
This Amendment to the Agreement (this “Amendment”) is by and between the organization (“Customer”) and Ironclad, Inc. (“Ironclad”).
Customer and Ironclad are parties to that certain Order Form and/or Enterprise Services Agreement (together, the “Agreement”), as amended. Pursuant to the Agreement, the Ironclad platform is a cloud-based web platform delivered and accessible through https://www.ironcladapp.com that provides contract management and workflow-related services.
Customer and Ironclad agree as follows:
Defined Terms. All capitalized terms, where not defined herein, have the meanings ascribed to them in the Agreement.
Amendment to the Agreement. The Agreement is hereby amended such that the Ironclad Signature Section below is hereby incorporated into the Agreement. In the event of a conflict between the Ironclad Signature Section below and the Agreement, the Ironclad Signature section below shall prevail.
Ironclad Signature. In order to enable Ironclad Signature, Customer Data used in connection with Ironclad Signature will be transferred from the EU to the United States in accordance with the terms of the Data Processing Addendum (“DPA”) executed between Ironclad and the Customer. In accordance with the terms of the DPA, Amazon Web Services and Twilio Sendgrid will be added as additional subprocessors for the purposes of enabling Ironclad Signature.
EU AI Amendment
Version 1.0
Effective April 24th 2024
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Amendment to the Enterprise Services Agreement
This Amendment to the Agreement (this “Amendment”) is by and between the organization (“Customer”) and Ironclad, Inc. (“Ironclad”).
Customer and Ironclad are parties to that certain Order Form and/or Enterprise Services Agreement (together, the “Agreement”), as amended. Pursuant to the Agreement, the Ironclad platform is a cloud-based web platform delivered and accessible through https://www.ironcladapp.com that provides contract management and workflow-related services.
Customer and Ironclad agree as follows:
Defined Terms. All capitalized terms, where not defined herein, have the meanings ascribed to them in the Agreement.
Amendment to the Agreement. The Agreement is hereby amended such that the AI Product Features Section below is hereby incorporated into the Agreement. In the event of a conflict between the AI Product Features Section below and the Agreement, the AI Product Features section below shall prevail.
AI Product Features. In order to enable the AI product features, Customer Data used in connection with the AI product features will be transferred from the EU to the United States in accordance with the terms of the Data Processing Addendum ("DPA") executed between Ironclad and Customer. In accordance with the terms of the DPA, OpenAI will be added as an additional subprocessor for the purposes of enabling the AI product features.
International Compliance
Version 1.4
Effective October 16th 2024
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Data Privacy Framework Notice
Digital Services Act
Export Control & Economic Sanctions
Cybersecurity and Firewall Factors
SOW - Playbooks Setup Add-on Package
Version 1.0
Effective June 21st 2024
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Ironclad Statement of Work for the Playbooks Setup Add-on Implementation Package
This Ironclad Statement of Work for the Playbooks Setup Add-on Implementation Package (the “Statement of Work” or “SOW”) effective as of the Effective Date of the Order Form (the “SOW Effective Date”) describes the scope of work to be provided to the customer identified in the Order Form (“Customer”) by Ironclad, Inc. (“Ironclad”), and is governed by the terms of the Enterprise Services Agreement or similar primary agreement by and between Customer and Ironclad (the “Governing Agreement”). Each of Ironclad and Customer are sometimes referred to herein individually as a “Party” and collectively as the “Parties.” Notwithstanding any other defined term used in this SOW, the Governing Agreement, or the applicable Order Form, the term “Enterprise Services” as used herein shall mean Ironclad’s cloud-based web platform delivered and accessible through https://www.ironcladapp.com.
A. Description of In-Scope Implementation Services
During the SOW Term (defined below), Ironclad will perform the services detailed below (the “Implementation Services”) to support the configuration of Ironclad Playbooks (“Playbooks configuration”) and its use in connection with the Enterprise Services (collectively, the “Implementation”), provided, however, that Customer satisfies its responsibilities and assumptions as further detailed in Section 5 of this SOW. Customer acknowledges and agrees that the scope of Implementation Services is explicitly limited to the Implementation Services and each of the corresponding stages in the implementation timeline (each, a “Milestone,” and collectively, the “Milestones”) detailed in Section 3 of this SOW, and that all other configuration, ongoing support, or consulting services are outside the scope of this SOW. Further, this SOW is not intended to add or modify any terms of the Governing Agreement or the applicable Order Form.
Professional Services | Description |
Ironclad Playbooks Setup Add-on | The Ironclad Project Team will provide up to eight (8) hours for the design and configuration of up to 10 Clauses and 3 fallback positions per clause in a customer’s playbook for one workflow build as detailed in section 3 of this SOW. |
B.Out-Of-Scope
Customer acknowledges and agrees that the scope of Implementation Services is explicitly limited to the Implementation Services detailed in this SOW, and that all other configuration, ongoing support, or consulting services, including, without limitation, the following items, are outside the scope of this SOW: (i) preparation of UAT materials and execution of UAT sessions; (ii) preparation of launch materials; (iii) preparation of end user training materials and execution of end user training sessions; (iv) SCIM group management and user attribute syncing; (v) overall change management and program management; (vi) delivery of any integration build; and (vii) configuration or reconfiguration of Ironclad workflows; For the avoidance of doubt, Customer will be responsible for the ultimate design, configuration, and testing of the Playbooks build.
2. Implementation Timeline
The anticipated duration of the Implementation Services shall be thirty (30) days. Notwithstanding the foregoing, the “SOW Term'' commences as of the date the Kickoff Meeting (defined below) occurs and shall conclude on the earlier of (i) the date that is thirty (30) calendar days after the Kickoff date, or (ii) the date of completion of the Implementation Services (such earlier date, the “SOW Expiration Date”). The date of the Kickoff Meeting shall occur within thirty (30) days of the SOW Effective Date.
Customer acknowledges and agrees that Ironclad’s ability to perform the Implementation Services during the SOW Term depends upon Customer’s timely cooperation and collaborative participation at all times.
3. Implementation Services and Milestones for the Playbooks Setup Implementation Add-on Package
During the SOW Term, Ironclad will meet with the Customer Project Team for up to three (3) sessions (“Collaborative Sessions”) to answer questions related to Ironclad playbooks, and to collaborate with the Customer on its configuration:
Milestone 1: Kickoff & Playbooks Design and Discovery
- Prior to the initial meeting (the “Kickoff Meeting”), Ironclad will provide playbooks enablement resources and documentation applicable to Ironclad playbooks to Customer’s Project Manager or other individual(s) as designated by Customer’s Project Manager. Customer will complete Playbooks Academy training and review Ironclad provided documentation prior to the Kickoff meeting.
- Customer will provide Ironclad with a copy of their current playbooks and fallback positions in a format provided by Ironclad. Customer will identify the 10 Clauses to be built by Ironclad with a clear description of fallback positions per clause so that the Ironclad Project Team can review prior to Kickoff.
- The Kickoff Meeting will be among the Project Team and Customer’s Project Manager (and other Customer representatives as identified by Customer’s Project Manager) and include an introduction to Ironclad playbooks and questions and clarifications (if any) regarding Customer’s review of the product supporting materials. Discussion of any initial questions and clarification (if any) regarding Customer’s submitted playbooks and fallback positions, and clarification of any outstanding requirements that will be expected from Customer.
- Ironclad and Customer will jointly review the previously submitted playbooks requirements. Ironclad will align the playbooks and fallback position requirements to Ironclad's workflow concepts and playbooks features and will track updated playbooks design decisions detailing the preliminary design of each in scope clause buildout. Customer will confirm in writing approval of the design decisions prior to advancing to the Playbooks Configuration Phase.
Milestone 2: Playbooks Configuration Phase
- Ironclad will meet with the Customer Project Team for one (1) (“Guided Session”) to answer questions related to Ironclad playbooks, and to guide Customer on its configuration and best practices.
- Ironclad will rely upon Customer’s submitted playbooks and fallback requirements to configure the first version of Customer’s playbook with up to 3 fallback positions per clause.
- Customer will complete Functional Testing on the 10 playbook clauses and provide feedback to Ironclad.
- Ironclad and Customer will work asynchronously (i.e. offline through email correspondence) to iterate on subsequent versions of each clause until Customer confirms the playbooks are ready for User Acceptance Testing (“UAT”).
Milestone 3: Playbooks Finalization
- Ironclad will provide Customer’s Project Manager with a sample UAT checklist and playbooks feedback sheet that Customer will conform in order for Customer to prepare its own UAT materials customized for Customer’s playbooks.
- Upon receipt of Customer’s final Feedback Sheet, Ironclad will host one (1) session with Customer’s Project Manager (and other Customer representatives as identified by Customer’s Project Manager) to discuss feedback. Ironclad will then incorporate that feedback, update the playbooks clauses accordingly and confirm in writing with Customer when the final version of each clause is ready for publication in production. Ironclad will export the final version into production.
- For the avoidance of doubt, the configuration of Customer’s playbooks will serve as the definitive record of configuration decisions at the time of project close-out.
4. Project Team
No later than ten (10) business days following the SOW Effective Date, Ironclad will staff an implementation team with the skills and experience required to successfully complete the Implementation Services (the “Project Team”). All assigned Ironclad staff and subcontractors (if applicable) are experienced in deploying the Implementation Services. The resources assigned to perform the Implementation Services will remain assigned to the Implementation until the SOW Expiration Date, but are not dedicated full-time to the Implementation. On occasion, Ironclad may need to change or add Ironclad staff. Should this occur, Ironclad will coordinate with Customer to minimize the impact.
5.Customer Responsibilities & Implementation Assumptions
Ironclad’s performance of the Implementation Services is contingent on certain Customer responsibilities and Implementation assumptions set forth below. Customer acknowledges and agrees that timely completion of the Implementation is based upon Customer’s compliance with each of the following:
- Customer understands that Ironclad’s ability to perform the Implementation Services during the SOW Term depends upon Customer’s timely cooperation and collaborative participation with Ironclad.
- Customer will ensure that the appropriate resources (including, without limitation, the necessary business stakeholders, subject matter experts, and/or IT personnel for functional requirements gathering and implementation) attend and participate in all meetings.
- Customer will provide a dedicated project manager who will act as Ironclad’s primary point of contact during the SOW Term (the “Project Manager”). The Project Manager shall coordinate all aspects of each Milestone on behalf of the Customer and shall have the ability to engage in all Milestones.
- Customer will keep Ironclad apprised of business, organizational, and technical developments that may have a material impact on the performance of Implementation Services and Milestone timeline.
- Customer is responsible for any organizational change management activities to support the Implementation.
- Customer is responsible for the performance of its employees and agents, including any contribution they make to the Implementation, and for the accuracy and completeness of all data, information, and materials provided to Ironclad.
- The Implementation Services may include advice and recommendations, but Customer understands that all decisions in connection with the implementation of such advice and recommendations will be the responsibility of, and made by, Customer.
- Any materials shared by Ironclad that Ironclad makes available to similarly situated customers (by way of example only, training materials, Ironclad Help Center articles, etc.) are for illustrative purposes only, and Customer is solely responsible for the use, performance, maintenance, and risks associated with such materials.
- A delay impacting the Implementation caused by any third-party vendor providing services or products to Customer will be considered Customer’s responsibility.
- Ironclad is not responsible for any alteration or other modification made during the Implementation by Customer or third parties working on Customer’s behalf.
- Customer will obtain, at its own cost and expense, all third-party software, licenses, warranties, required hardware, and maintenance agreements. For the avoidance of doubt, Ironclad will not be responsible for: (i) delivery of custom demos; (ii) custom software development (including, without limitation, scripting, testing, deployment, and/or maintenance); (iii) changes to or advice on third-party systems or custom integrations (e.g., middleware); or (iv) alterations to Ironclad’s standard platform-level functionality that Ironclad makes available to all customers.
- Customer is responsible for overall project management, business process design, testing, end user training, change management, and any integration build not explicitly listed or defined in this SOW.
- Customer is responsible for the ongoing maintenance and updates of the Integration during the SOW Term and following the SOW Expiration Date.
- The Implementation Services will be provided remotely via videoconferencing in English during regular business hours (8:30 am to 5:00 pm local time for the Ironclad Project Team), Monday through Friday (holidays excluded).
6. Implementation Services Fee
The fee for the Implementation Services shall be set forth in the Order Form (the “Fee”). In the event of a material change in scope that impacts the Fee and/or the SOW Term, the Parties shall negotiate the terms of a Change Order in accordance with the process set forth in Section 7.
7.Change Orders
The Parties acknowledge that certain Milestones may require intermediate steps that are not identifiable as of the SOW Effective Date, nor performable until the Implementation Services have progressed to a certain degree during the SOW Term. As a result, the SOW Term and scope of Implementation Services may need to be adjusted during the SOW Term based on (i) such objectives that may be unknown as of the SOW Effective Date, and/or (ii) whether Ironclad’s performance of Implementation Services may continue after the SOW Expiration Date. In the event of a material change in scope, the Parties shall negotiate the terms of a Change Order. For the avoidance of doubt, Ironclad shall not proceed with any changes for the Implementation unless documented in a Change Order that is executed by both Parties.
8. Subcontracting
Ironclad may subcontract any portion of the Implementation Services set forth in this SOW without the prior consent of Customer, provided that Ironclad: (i) remains directly responsible to Customer for the acts or omissions of each subcontractor in connection with the Implementation Services set forth in this SOW; and (ii) ensures that each subcontractor is bound in writing to security, privacy and confidentiality terms equally as protective of Customer as the terms and conditions of the Governing Agreement.
9. Order of Precedence
In the event of any conflict between the terms of this SOW, the Governing Agreement, the applicable Order Form, and any additional statement of work the Customer and Ironclad may have entered into, the following order of precedence shall govern: (i) first, this SOW (only with respect to the subject matter of this SOW); (ii) second, any additional SOW (with respect to the subject matter contained therein), (iii) third, the Governing Agreement; and (iv) fourth, the applicable Order Form (unless the Special Contractual Terms section of the applicable Order Form clearly specifies that it modifies the Governing Agreement or this SOW, as the case may be).
Virtual Patent Marking
Version 1.0
Effective August 21st 2024
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Virtual Patent Marking
Ironclad AI Early Access Agreement
Version 1.0
Effective September 19th 2024
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Ironclad AI Early Access Agreement
This Early Access Agreement (“Agreement”) governs your use of the Early Access Technology (as defined below), and is a contract between Ironclad, Inc. (“Ironclad”) and User each a “Party,” collectively the “Parties”). This Agreement is in addition to any other agreement entered into between the Parties (e.g, Enterprise Services Agreement, Sandbox Trial License Agreement) (“Main Agreement”). Capitalized terms not defined here are as defined in the Main Agreement.
1. IRONCLAD EARLY ACCESS TECHNOLOGY
1.1 Access and Use of the Early Access Technology. User and its Authorized Users have a revocable, non-exclusive, non-sublicensable, non-transferable right to access and use the Early Access Technology while this Agreement is in effect (the “Evaluation Period”), solely for User’s evaluation and testing purposes.
1.2 Early Access Technology. For the purposes of this Agreement, “Early Access Technology” means the Ironclad AI feature. Ironclad AI is a general purpose legal assistant, capable of drafting and editing agreements, memos, and emails, performing legal research, answering questions about documents, as well as many other “co-pilot” type tasks.
1.3 State of the Early Access Technology. User acknowledges that, as of the Effective Date, the Early Access Technology is pre-release, has not been fully tested, and may contain errors or bugs that may result in loss or corruption of User Data or result in incorrect or incomplete results. Ironclad is not obligated to provide support or maintain any level of availability for the Early Access Technology, though Ironclad may endeavor to provide support as needed. “User Data” means the data and information input or uploaded into the Early Access Technology by User.
1.4 Confidential Information. The Early Access Technology, and any related information or materials provided or made available by Ironclad under this Agreement, are Ironclad Confidential Information, and User Data input or uploaded to the Early Access Technology are User Confidential Information. Each party’s obligations regarding protection of Confidential Information under the Main Agreement shall also apply to Confidential Information exchanged under this Agreement.
2. TERM AND TERMINATION
2.1 Term. This Agreement shall commence on the Effective Date and shall continue until the earlier of: fourteen (14) days after the Effective Date or upon either party’s written notice to the other of termination of this Agreement.
2.2 Termination. Either party may terminate this Agreement upon written notice at any time and for any reason.
2.3 Rights and Obligations Upon Expiration or Termination. Upon expiration or termination of this Agreement, User’s right to access and use the Early Access Technology shall immediately terminate, and User shall immediately cease all use of the Early Access Technology.
2.4 Data Deletion. Within ninety (90) calendar days of the Agreement’s expiration or termination, Ironclad will securely destroy all copies of User Data (including automatically created archival copies).
3. WARRANTY. IRONCLAD PROVIDES THE EARLY ACCESS TECHNOLOGY ON AN AS-IS BASIS, AND HEREBY DISCLAIMS ALL REPRESENTATIONS AND WARRANTIES WITH RESPECT TO THE EARLY ACCESS TECHNOLOGY, EXPRESS, IMPLIED, STATUTORY, OR OTHERWISE, INCLUDING ANY IMPLIED WARRANTIES OF MERCHANTABILITY, ACCURACY, FITNESS FOR A PARTICULAR PURPOSE AND NON-INFRINGEMENT, AND ANY WARRANTIES ARISING FROM COURSE OF DEALING OR USAGE OF TRADE. IRONCLAD DISCLAIMS ANY WARRANTY THAT THE EARLY ACCESS TECHNOLOGY WILL BE ERROR FREE OR UNINTERRUPTED OR THAT ALL ERRORS WILL BE CORRECTED. NO ADVICE OR INFORMATION, WHETHER ORAL OR WRITTEN, OBTAINED FROM IRONCLAD OR ELSEWHERE SHALL CREATE ANY WARRANTY NOT EXPRESSLY STATED IN THIS AGREEMENT. User assumes sole responsibility and liability for results obtained from the use of the Early Access Services and for conclusions drawn from such use.
4. LIMITATION OF LIABILITY. Neither User nor Ironclad, nor their affiliates and suppliers, will be liable under this Agreement for (i) indirect, special, incidental, consequential, exemplary, or punitive damages, or (ii) loss of use, data, business, revenues, or profits (in each case whether direct or indirect), even if the party knew or should have known that such damages were possible and even if a remedy fails of its essential purpose arising out of or relating to this agreement, including the use or inability to use the Early Access Technology.
5. GENERAL
5.1 Order of Preference. In the event of a conflict between the Main Agreement and this Agreement, the order of preference shall be this Agreement and then the Main Agreement.
5.2 Relationship Between the Parties. Nothing in this Agreement shall be construed as to create a partnership, joint venture or agency relationship between the Parties.
5.3 Entire Agreement. This Agreement constitutes the complete and exclusive agreement between the Parties concerning its subject matter and supersedes all prior or contemporaneous agreements or understandings, written or oral, concerning the subject matter of this Agreement. This Agreement may not be modified or amended except in a writing signed by a duly authorized representative of each party.
AI Addendum
Version 1.3
Effective December 18th 2024
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AI Addendum
This AI Addendum (“Addendum”) governs Customer’s use of Ironclad’s AI features and Ironclad Jurist. These terms are expressly incorporated into the Enterprise Services Agreement (or other similar customer agreement) with Ironclad (the “Governing Agreement”). Notwithstanding the foregoing, these terms shall govern in the event of a conflict with any of the other terms in your Agreement but only with respect to the AI Products (defined below). For additional information on specific Ironclad’s AI Products, please refer to the Ironclad AI Overview page.
- Definitions.
The terms used herein with initial capitalized letters shall have the meanings provided herein. Capitalized terms used but not defined herein shall have the meanings assigned to them in the Agreement and references in the Agreement to the “Enterprise Services” shall include the AI Products.
- “AI Products” means any products or features, made available to Customer either as part of the Enterprise Services or as a standalone product, that utilize artificial intelligence. AI Products includes, but is not limited to: AI Assist and Jurist.
- “AI Subprocessors” means third party AI providers that Ironclad leverages to provide the AI Products.
- “Input” means prompts, information or data submitted by Customer to Ironclad through the AI Products for processing.
- “Output” means responses generated by the AI Products in response to Customer’s use of the AI Products or Customer’s Input.
2. Use of AI Products. Customer acknowledges that use of the AI Products is optional. Output is generated by artificial intelligence and should be verified for accuracy by Customer prior to use. Ironclad makes no warranties about the accuracy, completeness, or reliability of the Output.
3. Ownership. Customer retains all right, title, and interest in and to Customer Data, Input, and Output. Customer grants to Ironclad a non-exclusive, worldwide, royalty-free license to use the Input and Output generated by the AI Products for the purpose of enhancing and improving the Enterprise Services offered by Ironclad, subject to compliance with applicable data protection laws and regulations.
4. Customer Responsibility. Customer will ensure that Customer’s use of the AI Products does not violate any applicable law. Customer warrants that Customer has all rights, licenses, and permissions necessary to provide the Input to Ironclad.
5. Security Measures. Ironclad shall implement and maintain reasonable and appropriate security measures designed to protect Customer Data against unauthorized access, alteration, disclosure, or destruction. These security measures shall include, but not be limited to, encryption of Customer Data in transit and at rest, access controls, and secure software development practices.
6. Permitted Improvements. Ironclad may use Input and Output to evaluate and improve the performance and accuracy of the AI Products.
7. Sub-processing. Ironclad may engage AI Subprocessors as necessary to provide the AI Products to Customer. AI Subprocessors may process Customer Data. Ironclad agrees to (i) enter into data protection agreements with each AI Subprocessor; (ii) enable zero data retention where available; and (iii) prohibit each AI Subprocessor from training their own AI models on Customer Data. Ironclad’s current list of subprocessors, including AI Subprocessors, is available at ironcladapp.com/subprocessors/.
8. EU Data Transfer. If Customer’s instance of Ironclad is hosted on Ironclad’s EU datacenter, Customer acknowledges that in order to enable the AI Product features, Customer Data used in connection with the AI product features will be transferred from the EU to the United States in accordance with the terms of the Data Processing Addendum or similar data privacy agreement executed between Ironclad and Customer (“DPA”). In accordance with the terms of the DPA, OpenAI will be added as an additional subprocessor for the purposes of enabling the AI product features. For the avoidance of doubt, this section does not apply if Customer’s instance of Ironclad is hosted on the US datacenter.
9. Disclaimer. Notwithstanding the above, Customer acknowledges that: (i) Customer is solely responsible for any liability arising from the use or reliance on AI-generated outputs, and that Ironclad is not a legal advisor to the Customer; the Customer is advised to consult their own legal counsel for any legal, regulatory, or compliance matters; (ii) other customers of Ironclad providing similar Input to the AI Products may receive the same or similar Output; (iii) due to the nature of artificial intelligence and machine learning, information generated by the AI Products may be incorrect or inaccurate; and (iv) Ironclad features that include artificial intelligence or machine learning models are not human and are not a substitute for human oversight. Further, Customer acknowledges and agrees that Customer is responsible for reviewing and validating Output for its needs before electing to use Output in its documents or work product. NOTWITHSTANDING ANYTHING TO THE CONTRARY, IRONCLAD DOES NOT REPRESENT OR WARRANT THAT THE OUTPUT WILL BE ACCURATE, COMPLETE, ERROR-FREE, OR FIT FOR A PARTICULAR PURPOSE. Customer assumes sole responsibility and liability for results obtained from the use of the AI Products, including Outputs and for conclusions drawn from such use.
10. Order of Preference. In the event of a conflict between this Addendum and the Governing Agreement, the order of preference will be this Addendum with respect to the subject matter herein, then the Enterprise Services Agreement.
Ironclad Statement of Work for the Guided Jurist Package
Version 1.0
Effective December 5th 2024
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Ironclad Statement of Work for the Guided Jurist Package
This Ironclad Statement of Work for the Jurist Implementation Package (the “Statement of Work” or “SOW”) effective as of the Effective Date of the Order Form (the “SOW Effective Date”) describes the scope of work to be provided to the customer identified in the Order Form (“Customer”) by Ironclad, Inc. (“Ironclad”), and is governed by the terms of the Enterprise Services Agreement or similar primary agreement by and between Customer and Ironclad (the “Governing Agreement”). Each of Ironclad and Customer are sometimes referred to herein individually as a “Party” and collectively as the “Parties.” Notwithstanding any other defined term used in this SOW, the Governing Agreement, or the applicable Order Form, the term “Enterprise Services” as used herein shall mean Ironclad’s cloud-based web platform delivered and accessible through https://www.ironcladapp.com.
A.Description of In-Scope Implementation Services
During the SOW Term (defined below), Ironclad will perform the services detailed below (the “Implementation Services”) to support the configuration of Ironclad Jurist (“Jurist”) and its use in connection with the Enterprise Services (collectively, the “Implementation”), provided, however, that Customer satisfies its responsibilities and assumptions as further detailed in Section 5 of this SOW. Customer acknowledges and agrees that the scope of Implementation Services is explicitly limited to the Implementation Services detailed in Section 3 of this SOW, and that all other configuration, ongoing support, or consulting services are outside the scope of this SOW. Further, this SOW is not intended to add or modify any terms of the Governing Agreement or the applicable Order Form.
Implementation Services | Description |
Systems Setup | The Project Team shall update Ironclad settings to allow Customer to setup and configure Users and Groups and Customer’s SSO. |
Guided Jurist Implementation | The Project Team shall advise and assist Customer in their Jurist configuration as detailed in section 3 of this SOW. |
B.Out-Of-Scope
Customer acknowledges and agrees that the scope of Implementation Services is explicitly limited to the Implementation Services detailed in this SOW, and that all other configuration, ongoing support, or consulting services, including, without limitation, the following items, are outside the scope of this SOW: (i) preparation of UAT materials and execution of UAT sessions; (ii) preparation of launch materials; (iiii) preparation of end user training materials and execution of end user training sessions; (ivi) SCIM group management and user attribute syncing; (viii) overall change management and program management; (vi) delivery of any integration build; (vii) configuration or reconfiguration of Ironclad workflows.. For the avoidance of doubt, Customer will be responsible for the ultimate configuration and testing of Jurist.
2. Implementation Timeline
The anticipated duration of the Implementation Services shall be thirty (30) days. Notwithstanding the foregoing, the “SOW Term'' commences as of the date the Kickoff Meeting (defined below) occurs and shall conclude on the date that is thirty (30) calendar days after the Kickoff Meeting (the “SOW Expiration Date”). The date of the Kickoff Meeting shall occur within thirty (30) days of the SOW Effective Date.
3. Implementation Services and Milestones for the Jurist Implementation Package
During the SOW Term, Ironclad will perform the following Implementation Services to achieve each of the following Milestones:
Milestone 1: Kickoff & Introduction to Jurist
- Prior to the initial meeting (the “Kickoff Meeting”), Ironclad will provide self-service materials and documentation applicable to Jurist (the “Jurist Materials”) to Customer’s Jurist Administrator or other individual(s) as designated by Customer (the “Jurist Administrator”).
- The Kickoff Meeting will be a one (1) hour meeting among the Project Team, Customer and Customer’s Jurist Administrator and will include an introduction to Jurist and questions and clarifications (if any) regarding Customer’s review of the Jurist Materials.
Milestone 2: System Setup
- Ironclad will hold one (1) configuration session advising on best practices for Customer to set up and configure Customer’s pre-existing SSO system and establish Users and Groups in Ironclad.
Milestone 3: Working Sessions
- Ironclad will meet with the Customer Project Team for up to two (2) sessions to answer questions related to the use of core Jurist features and to guide Customer on its configuration of Jurist features such as Prompts and Example Agreements (the “Working Sessions”).
4. Project Team
No later than ten (10) business days following the SOW Effective Date, Ironclad will staff an implementation team with the skills and experience required to successfully complete the Implementation Services (the “Project Team”). All assigned Ironclad staff and subcontractors (if applicable) are experienced in deploying the Implementation Services. The resources assigned to perform the Implementation Services will remain assigned to the Implementation until the SOW Expiration Date, but are not dedicated full-time to the Implementation. Ironclad reserves the right to replace, remove or add members of the Implementation Team as it deems reasonably necessary. Should this occur, Ironclad will coordinate with Customer to minimize the impact.
5.Customer Responsibilities & Implementation Assumptions
Ironclad’s performance of the Implementation Services is contingent on certain Customer responsibilities and Implementation assumptions set forth below. Customer acknowledges and agrees that timely completion of the Implementation is based upon Customer’s compliance with each of the following:
- Customer understands that Ironclad’s ability to perform the Implementation Services during the SOW Term depends upon Customer’s timely cooperation and collaborative participation with Ironclad.
- Customer will ensure that the appropriate resources (including, without limitation, the necessary business stakeholders, subject matter experts, and/or IT personnel for functional requirements gathering and implementation) attend and participate in all meetings.
- Customer will keep Ironclad apprised of business, organizational, and technical developments that may have a material impact on the performance of Implementation Services and Milestone timeline.
- Customer is responsible for any organizational change management activities to support the Implementation.
- Customer is responsible for the performance of its employees and agents, including any contribution they make to the Implementation, and for the accuracy and completeness of all data, information, and materials provided to Ironclad.
- The Implementation Services may include advice and recommendations, but Customer understands that all decisions in connection with the implementation of such advice and recommendations will be the responsibility of, and made by, Customer.
- Any materials shared by Ironclad that Ironclad makes available to similarly situated customers (by way of example only, training materials, Ironclad Help Center articles, etc.) are for illustrative purposes only, and Customer is solely responsible for the use, performance, maintenance, and risks associated with such materials.
- The Customer acknowledges that they are solely responsible for any liability arising from the use or reliance on AI-generated outputs, and that Ironclad is not a legal advisor to the Customer; the Customer is advised to consult their own legal counsel for any legal, regulatory, or compliance matters.
- A delay impacting the Implementation caused by any third-party vendor providing services or products to Customer will be considered Customer’s responsibility.
- Ironclad is not responsible for any alteration or other modification made during the Implementation by Customer or third parties working on Customer’s behalf.
- Customer will obtain, at its own cost and expense, all third-party software, licenses, warranties, required hardware, and maintenance agreements. For the avoidance of doubt, Ironclad will not be responsible for: (i) delivery of custom demos; (ii) custom software development (including, without limitation, scripting, testing, deployment, and/or maintenance); (iii) changes to or advice on third-party systems or custom integrations (e.g., middleware); or (iv) alterations to Ironclad’s standard platform-level functionality that Ironclad makes available to all customers.
- Customer is responsible for overall project management, business process design, testing, end user training, change management, and any integration build not explicitly listed or defined in this SOW.
- The Implementation Services will be provided remotely via videoconferencing in English during regular business hours (8:30 am to 5:00 pm local time for the Ironclad Project Team), Monday through Friday (holidays excluded).
6. Implementation Services Fee
The fee for the Implementation Services shall be set forth in the Order Form (the “Fee”). In the event of a material change in scope that impacts the Fee and/or the SOW Term, the Parties shall negotiate the terms of a Change Order in accordance with the process set forth in Section 7.
7.Change Orders
The Parties acknowledge that certain Milestones may require intermediate steps that are not identifiable as of the SOW Effective Date, nor performable until the Implementation Services have progressed to a certain degree during the SOW Term. As a result, the SOW Term and scope of Implementation Services may need to be adjusted during the SOW Term based on (i) such objectives that may be unknown as of the SOW Effective Date, and/or (ii) whether Ironclad’s performance of Implementation Services may continue after the SOW Expiration Date. In the event of a material change in scope, the Parties shall negotiate the terms of a Change Order. For the avoidance of doubt, Ironclad shall not proceed with any changes for the Implementation unless documented in a Change Order that is executed by both Parties.
8. Subcontracting
Ironclad may subcontract any portion of the Implementation Services set forth in this SOW without the prior consent of Customer, provided that Ironclad: (i) remains directly responsible to Customer for the acts or omissions of each subcontractor in connection with the Implementation Services set forth in this SOW; and (ii) ensures that each subcontractor is bound in writing to security, privacy and confidentiality terms equally as protective of Customer as the terms and conditions of the Governing Agreement.
9. Order of Precedence
In the event of any conflict between the terms of this SOW, the Governing Agreement, the applicable Order Form, and any additional statement of work the Customer and Ironclad may have entered into, the following order of precedence shall govern: (i) first, this SOW (only with respect to the subject matter of this SOW); (ii) second, any additional SOW (with respect to the subject matter contained therein), (iii) third, the Governing Agreement; and (iv) fourth, the applicable Order Form (unless the Special Contractual Terms section of the applicable Order Form clearly specifies that it modifies the Governing Agreement or this SOW, as the case may be).
CLM Drive I
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Effective February 12th 2025
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Implementation Services | Description |
Workflow Building | The Implementation Team (defined below) shall work with Customer’s Program Driver (defined below) or designated contact to build one (1) Advanced Workflow (defined below) or one (1) Basic Workflow (defined below), as identified in the Order Form and detailed in Section 3 of this SOW (the “Workflow”). |
Systems Setup | The Implementation Team shall update Ironclad settings to allow Customer to setup and configure Customer’s pre-existing Cloud Storage, eSignature, and SSO systems. |
Guided Smart Import Contract Migration | If Customer expects to migrate legacy contracts to Ironclad, the Implementation Team shall provide up to five (5) hours of support to guide Customer through contract migration using Ironclad’s Smart Import functionality. Guidance in Ironclad’s Metadata Import functionality is out-of-scope. |
- Milestone 1: Pre-Implementation Readiness and Discovery
- Within thirty (30) days of the SOW Effective Date, the Ironclad Implementation Team will schedule and conduct an initial thirty (30) minute meeting (the “Pre-Kickoff Meeting”) with the Customer’s Program Driver and Project Manager. The Pre-Kickoff Meeting will include: (a) an introduction to Ironclad and Ironclad personnel; (b) an overview of the Implementation Services and the Implementation timelines, including setting a tentative Workflow launch date; (c) review of Customer’s Milestone 1 deliverables, including process to submit the Business Requirements (defined below), ensuring access to the Academy Admin Trainings (defined below), and Systems Setup; (d) aligning on the agenda and scheduling for the Kickoff Meeting.
- Within seven (7) days of the Pre-Kickoff Meeting and prior to the Kickoff Meeting, Customer will complete a contract migration and workflow readiness workbook, in a form provided by Ironclad, that will provide Ironclad access to all current and complete copies of the following Customer information relevant to Customer’s Workflows: (i) Customer’s business process (which shall include, without limitation, Customer’s processes, contract approval and signature procedures/matrices, policies, and/or workflow diagrams); (ii) Customer’s contract template, conspicuously annotated with dynamic fields and conditional logic; and (iii) architecture designs and technical integration components (which may include Customer’s eSignature, SSO, and/or pre-existing Cloud Storage provider information).Subclauses (i) through (iii) herein shall collectively be referred to as the “Business Requirements.”
- Following Ironclad’s receipt of the Business Requirements, Ironclad will schedule and conduct a one (1) hour meeting with Customer’s Implementation Team (the “Kickoff Meeting”). The Kickoff Meeting will include (a) an introduction to Ironclad and Ironclad personnel; (b) an overview of the Implementation Services and the Implementation timelines, including setting a tentative Workflow launch date; (c) an end-to-end walk through of Workflow Designer using a stock demo; (d) Ironclad advising on best practices for Customer to setup and configure Customer’s pre-existing Cloud Storage, eSignature, and SSO systems (if necessary); and (e) and a pre-implementation workshop, where Ironclad and Customer will collaboratively review and clarify Customer’s Business Requirements and map the Business Requirements to Workflow Designer.
- If necessary, Ironclad will join up to two (2) one hour meetings with Customer’s IT Contact ( defined below) to assist with troubleshooting Systems Setup, as applicable.
- Milestone 1 must be completed within two (2) weeks of the Pre-Kickoff Date (the “Milestone 1 Completion Date”).
- Milestone 2: Prepare to Build: Live Private Admin Trainings
- Following the Milestone 1 Completion Date, Ironclad will host two (2) live private Admin training sessions with a duration of approximately two (2) hours each (together, the “Admin Trainings”) for no more than ten (10) Customer attendees per session. The Parties shall mutually agree upon the dates and times of each Admin Training session at least ten (10) business days in advance of such sessions. Each Admin Training shall be scheduled to occur during business hours (8:00am to 5:00pm) in the Central Standard Time Zone. Trainings include:
- “Building Workflows in Workflow Designer (Admins I),” which provides an overview of how to build a workflow in Workflow Designer; and
- “Configuring Permissions and Managing Contracts (Admins II),” which provides an overview of how to (a) manage Ironclad permissions, and (b) search, filter, set permissions, and manage notifications in Ironclad’s Repository.
- Ironclad will provide to Customer .pdf versions of the Admin Training decks and the video recordings of the Admin Trainings for reference. For the avoidance of doubt, no resources or training will be specifically developed or otherwise customized for Customers.
- Live Private Admin Trainings (Milestone 2) must be completed prior to the start of Milestone 3 (the “Milestone 2 Completion Date”).
- Following the Milestone 1 Completion Date, Ironclad will host two (2) live private Admin training sessions with a duration of approximately two (2) hours each (together, the “Admin Trainings”) for no more than ten (10) Customer attendees per session. The Parties shall mutually agree upon the dates and times of each Admin Training session at least ten (10) business days in advance of such sessions. Each Admin Training shall be scheduled to occur during business hours (8:00am to 5:00pm) in the Central Standard Time Zone. Trainings include:
- Milestone 3: Building Workflow #1 and Review, Updates, and Finalization
- Following the Milestone 2 Completion Date, Ironclad will host a Design Session where Ironclad and Customer will jointly review the previously submitted Business Requirements for the purposes of designing and building the Basic or Advanced Workflow. It is at the discretion of the Ironclad Implementation Team, in collaboration with Customer, to determine if additional Design Session(s) are required.
- Ironclad will build the first version of Customer’s Basic or Advanced Workflow in Workflow Designer. Thereafter, the Parties will hold up to eight (8) working sessions of up to one (1) hour each to collaboratively configure and iterate the Workflow.
- A portion of the final working session will include an introduction to User Acceptance Testing (“UAT”) for the Customer to soft-launch the Workflow to a limited number of users for the purposes of testing and receiving user feedback. For the avoidance of doubt, Ironclad will not be responsible for preparing, documenting, or customizing any materials for the purposes of Customer’s UAT. Ironclad will not be responsible for any aspects of the execution of such Customer-led UAT session(s).
- The “collaborative configuration” or process shall entail Customer’s Project Manager and the Ironclad Implementation Team collaboratively updating and testing all aspects of the Workflow, sharing their screens as necessary, with Ironclad answering questions and providing best practice guidance. The intent of the model is to train Customer’s Project Manager on Ironclad’s Workflow Designer functionality and to recommend best practices for future Customer-built workflows.
- Milestone 3 must be completed within four (4) to six (6) weeks of the Milestone 2 Completion Date (the “Milestone 3 Completion Date”)
- Milestone 4: Smart Import Contract Migration
- Following the Milestone 3 Completion Date, Ironclad will schedule and conduct a thirty (30) minute discovery meeting with the relevant members of Customer’s Implementation Team to review the current state of Customer’s legacy contracts. Ironclad will provide best practice guidance around preparing legacy contracts for migration via Smart Import.
- Customers will consolidate legacy contracts, following Ironclad’s recommendations, to prepare for the migration to Ironclad.
- Ironclad will hold one (1) working session of up to one (1) hour to collaboratively import up to ten (10) contracts via Smart Import, create up to three (3) custom AI clauses and configure associated Repository features, including contract reminder emails, saved views, and permissions.
- Ironclad will provide self-service materials and documentation applicable to Customer’s Implementation Team.
- Ironclad is not responsible for nor guarantees the full migration of all legacy documents/contracts into the Repository during the period of the implementation timeline stated in the SOW.
- Ironclad will hold up to two (2) sessions of up to (30) minutes each to troubleshoot questions related to Smart Import.
- For the avoidance of doubt, Customer will be responsible for any metadata import. This support is not intended to support the metadata migration scope.
- Milestone 5: User Acceptance Testing Completion, Train, and Launch Preparations
- Following the Milestone 5 Completion Date, the Parties will hold three (3) working sessions of up to (1) hour each to collaboratively finalize the Customer’s Workflows (the “UAT Review Sessions”)
- The UAT Review Sessions shall be for the Parties to review Customer’s consolidated UAT feedback and incorporate the UAT feedback into the Workflows (so long as such updates are comprised of actionable fixes that can be performed using the standard platform-level functionality that Ironclad makes available to all customers). If necessary, Customer agrees to conduct any post-meeting Workflow testing to confirm each is ready for launch and conforms to Customer’s Business Requirements.
- Upon completing the UAT Review Sessions, the parties will hold a Launch Planning Meeting (the “Launch Planning Meeting”), which shall include: (a) Customers completing a full end-to-end test of the Workflows, including a walkthrough of each Workflow’s (i) launch form, (ii) review step, and (iii) sign step; (b) Ironclad advising on best practices on (i) file path management and file storage, (ii) Repository access and use, (iii) Smart Import and legacy document upload, and (iv) Workflow roles; (c) a walkthrough of Customer’s groups, permissions, and admin settings to ensure; and (d) collaborative planning to make each Workflow available to Customer’s end users, including defining a launch plan and confirming the launch date.
- In connection with Launch Planning, Ironclad will walkthrough the configuration of Customers groups, permissions, and admin settings. For the avoidance of doubt, Ironclad will not be responsible for preparing, documenting, or customizing any of Customer’s launch materials, and Ironclad will not be responsible for any aspects of the execution of any Customer-led launch preparation or end user training sessions.
- Milestone 5 must be completed within three (3) to four (4) weeks of the Milestone 3 Completion Date (the “Milestone 5 Completion Date”).
- Milestone 6: Hypercare, End User Support, Project Wrap-up & Transition
- Following the Milestone 5 Completion Date and for a period of two (2) weeks, the Ironclad Implementation Team will be available through email and for up to two (2) thirty minute meetings to support the Customer on any final workflow related questions that may arise (the “Hypercare Period”).
- At the end of the Hypercare Period, Ironclad will host one (1) final session to close out the implementation, prior to transitioning Customer to Ironclad’s Success Management team (the “Closing Meeting”).
Role | Responsibilities |
Legal Engineer | The Legal Engineer (“LE”) will be the point of contact for solution design and platform delivery. The LE will bring legal operations expertise to the Project and will be responsible for, without limitation, Workflow design and build, and process optimization. |
Customer Success Manager (if applicable) | If Customer is purchasing an Enterprise Success Plan as identified in the Order Form, the Customer Success Manager (“CSM”) will be the point of contact for program governance after the Project concludes. The CSM will be responsible for ensuring successful adoption and will provide utilization best practices, value assessments, and KPI tracking as part of regular business reviews. |
Role | Responsibilities |
Executive Sponsor | The Executive Sponsor will have the ability and authority to champion business process changes for Customer and will also serve as the highest point of escalation internally. |
Program Driver | The Program Driver will set the program goals and objectives for the Customer by providing input on Workflow process, design, build, UAT, and rollout strategy. The Program Driver will also be responsible for aligning Customer’s business stakeholders and representing the business perspective on behalf of the Customer in relation to the Project. |
Project Manager | The Project Manager will be Customer’s designated project manager who will act as Ironclad’s primary point of contact. The Project Manager will coordinate all aspects of each Milestone on behalf of the Customer. |
Business Stakeholder Leads | The Business Stakeholder Leads will be responsible for providing input in the Workflow process, design, UAT, and represent business perspective on behalf of the Customer. |
IT Contact | The IT Contact will serve as Customer’s point of contact with respect to the configuration of the Systems Setup. |
Ironclad Administrator | The Ironclad Administrator will be responsible for maintaining Customer’s Ironclad platform post go-live. This is inclusive of building new workflows, managing existing workflow updates, permission and user management, and other administrator activities. |
Learning and Development Specialist | The Learning and Development Specialist will be responsible for owning training and change management for Customer’s business divisions and end users. |
- Customer understands that Ironclad’s ability to perform the Implementation Services during the SOW Term depends upon Customer’s timely cooperation and collaborative participation with Ironclad.
- Customer agrees to allow Ironclad to schedule a weekly thirty (30) minute Project delivery review meeting that will be recurring for the duration of the Project and attended by the Ironclad Implementation Team and Customer’s Program Driver and Project Manager.
- Customer agrees to allow Ironclad to schedule each of the working sessions referenced in Sections 3C-3E at the outset of the relevant Milestone. Customer may request to reschedule any meeting to a new date that is within one (1) week of the original. Ironclad may consider rescheduling requests that fall outside one (1) week in its sole discretion but makes no representation that such request will be accommodated. Should Ironclad request to reschedule, the SOW Term may be extended by mutual agreement if a new date cannot be found that is within one (1) week of the original working session and such new date would cause the Parties to exceed the SOW Expiration Date.
- In the event any Milestone Completion Date is missed and the process detailed in Section 5(b) is not adhered to, Customer understands that Ironclad will mark the Implementation as “At-Risk” and Customer agrees to meet with Ironclad leadership to align on a revised a Implementation Timeline to ensure the Implementation Services can be completed prior to the SOW Expiration Date. In the event the SOW Expiration Date is reached without all Milestone Completion Dates having been achieved, Ironclad may, in its sole discretion, hold the Transition Meeting.
- Customer will ensure that the appropriate resources (including, without limitation, the necessary business stakeholders, subject matter experts, and/or IT personnel for functional requirements gathering and implementation) attend and participate in all meetings, working sessions, training, and testing.
- Customer will keep Ironclad apprised of business, organizational, and technical developments that may have a material impact on the performance of Implementation Services and Milestone timeline.
- Customer is responsible for any organizational change management activities to support the Implementation.
- Customer is responsible for the performance of its employees and agents, including any contribution they make to the Implementation, and for the accuracy and completeness of all data, information, and materials provided to Ironclad.
- The Implementation Services may include advice and recommendations, but Customer understands that all decisions in connection with the implementation of such advice and recommendations will be the responsibility of, and made by, Customer.
- Any materials shared by Ironclad that Ironclad makes available to similarly situated customers (by way of example only, training materials, Ironclad Help Center articles, etc.) are for illustrative purposes only, and Customer is solely responsible for the use, performance, maintenance, and risks associated with such materials.
- A delay impacting the Implementation caused by any third-party vendor providing services or products to Customer will be considered Customer’s responsibility.
- Ironclad is not responsible for any alteration or other modification made, during or after the completion of the Implementation, by Customer or third parties working on Customer’s behalf.
- Customer will obtain, at its own cost and expense, all third-party software, licenses, warranties, required hardware, and maintenance agreements. For the avoidance of doubt, Ironclad will not be responsible for: (i) delivery of custom demos; (ii) custom software development (including, without limitation, scripting, testing, deployment, and/or maintenance); (iii) changes to or advice on third-party systems or custom integrations (e.g., middleware); or (iv) alterations to Ironclad’s standard platform-level functionality that Ironclad makes available to all customers.
- Customer is responsible for overall project management, template rationalization, business process design, testing, end user training, change management, and any integration build not explicitly listed or defined in this SOW.
- Customer is responsible for the ongoing maintenance and updates of the completed Workflows during the SOW Term and following the SOW Expiration Date.
- To the extent configurable components of a Workflow and/or the contract template(s) must be in a language other than English, Customer will be responsible for performing any translations required.
- Customer understands that during the Implementation Services, Workflows are defined as below:
- “Basic Workflow” is considered to be a workflow that has no more than three (3) unique templates, no more than five (5) Approvers, no more than three (3) playbook clauses that include up to three (3) fallback and preferred positions, does not integrate with any SFDC, Coupa, or custom API integrations and is utilized by Customer but none of Customer’s Business Entities (together, the “Basic Workflow Requirements”); and
- “Advanced Workflow” is considered to be a workflow that has no more than ten (10) unique templates, no more than five (5) Approvers, no more than five (5) playbook clauses that include up to three (3) fallback, and preferred positions, and may be utilized by one (1) or more of Customer’s Business Entities (together, the “Advanced Workflow Requirements”).
- “Approvers” are those roles listed within the “Review” window within Workflow Designer and added using either “Add Approver” or “Add advanced conditions”.
- “Customer Business Entities” includes any entity organized to do business and operates under a different business name than Customer. Should Customer exceed the limits for either the Basic or Advanced Workflow Requirements, Ironclad in its sole discretion may require Customer to update the relevant Workflow so it abides by the relevant Workflow Requirements. Following the completion of the Implementation Services, Customer is no longer bound by the Basic or Advanced Workflow Requirements.
- The Implementation Services will be provided remotely via videoconferencing in English during regular business hours (8:30 am to 5:00 pm local time for the Ironclad Implementation Team), Monday through Friday (holidays excluded).
CLM Drive II
Version 2.1
Effective February 20th 2025
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Implementation Services | Description |
Workflow Building | The Implementation Team (defined below) shall work with Customer’s Program Driver (defined below) or designated contact to build one (1) Advanced Workflow (defined below) and one (1) Basic Workflow (defined below), as identified in the Order Form and detailed in Section 3 of this SOW (collectively, the “Workflows”). |
Systems Setup | The Implementation Team shall update Ironclad settings to allow Customer to setup and configure Customer’s pre-existing Cloud Storage, eSignature, and SSO systems. |
Guided Smart Import Contract Migration | If Customer expects to migrate legacy contracts to Ironclad, the Implementation Team shall provide up to five (5) hours of support to guide Customer through contract migration using Ironclad’s Smart Import functionality. Guidance in Ironclad’s Metadata Import functionality is out-of-scope. |
- Milestone 1: Pre-Implementation Readiness and Discovery
- Within thirty (30) days of the SOW Effective Date, the Ironclad Implementation Team will schedule and conduct an initial thirty (30) minute meeting (the “Pre-Kickoff Meeting”) with the Customer’s Program Driver and Project Manager. The Pre-Kickoff Meeting will include: (a) an introduction to Ironclad and Ironclad personnel; (b) an overview of the Implementation Services and the Implementation timelines, including setting a tentative Workflow launch date; (c) review of Customer’s Milestone 1 deliverables, including process to submit the Business Requirements (defined below), ensuring access to the Academy Admin Trainings (defined below), and Systems Setup; (d) aligning on the agenda and scheduling for the Kickoff Meeting.
- Within seven (7) days of the Pre-Kickoff Meeting and prior to the Kickoff Meeting, Customer will complete a contract migration and workflow readiness workbook, in a form provided by Ironclad, that will provide Ironclad access to all current and complete copies of the following Customer information relevant to Customer’s Workflows: (i) Customer’s business process (which shall include, without limitation, Customer’s processes, contract approval and signature procedures/matrices, policies, and/or workflow diagrams); (ii) Customer’s contract template, conspicuously annotated with dynamic fields and conditional logic; and (iii) architecture designs and technical integration components (which may include Customer’s eSignature, SSO, and/or pre-existing Cloud Storage provider information).Subclauses (i) through (iii) herein shall collectively be referred to as the “Business Requirements.”
- Following Ironclad’s receipt of the Business Requirements, Ironclad will schedule and conduct a one (1) hour meeting with Customer’s Implementation Team (the “Kickoff Meeting”). The Kickoff Meeting will include (a) an introduction to Ironclad and Ironclad personnel; (b) an overview of the Implementation Services and the Implementation timelines, including setting a tentative Workflow launch date; (c) an end-to-end walk through of Workflow Designer using a stock demo; (d) Ironclad advising on best practices for Customer to setup and configure Customer’s pre-existing Cloud Storage, eSignature, and SSO systems (if necessary); and (e) and a pre-implementation workshop, where Ironclad and Customer will collaboratively review and clarify Customer’s Business Requirements and map the Business Requirements to Workflow Designer.
- If necessary, Ironclad will join up to two (2) one hour meetings with Customer’s IT Contact( defined below) to assist with troubleshooting Systems Setup, as applicable.
- Milestone 1 must be completed within two (2) weeks of the Pre-Kickoff Date (the “Milestone 1 Completion Date”).
- Milestone 2: Prepare to Build: Live Private Admin Trainings
- Following the Milestone 1 Completion Date, Ironclad will host two (2) live private Admin training sessions with a duration of approximately two (2) hours each (together, the “Admin Trainings”) for no more than five (5) Customer attendees per session. The Parties shall mutually agree upon the dates and times of each Admin Training session at least ten (10) business days in advance of such sessions.Each Admin Training shall be scheduled to occur during business hours (8:30am to 5:00pm) in the Central Standard Time Zone. Trainings include:
- “Get to Know Ironclad,” which provides an overview of Ironclad’s interface by orienting attendees to the platform and different user types in preparation for (i) building workflows, and (ii) management of inflight contracts and permissions; and
- “Design a Workflow and Manage Records,” provides an overview of how to (a) build a workflow in Workflow Designer (“Workflow Designer”), and (b) search, filter, set permissions, and manage notifications in the Repository.
- Ironclad will provide to Customer .pdf versions of the Admin Training decks and the video recordings of the Admin Trainings for reference. For the avoidance of doubt, no resources or trainings will be specifically developed or otherwise customized for Customer.
- Live Private Admin Trainings (Milestone 2) must be completed prior to the start of Milestone 3 (the “Milestone 2 Completion Date”).
- Following the Milestone 1 Completion Date, Ironclad will host two (2) live private Admin training sessions with a duration of approximately two (2) hours each (together, the “Admin Trainings”) for no more than five (5) Customer attendees per session. The Parties shall mutually agree upon the dates and times of each Admin Training session at least ten (10) business days in advance of such sessions.Each Admin Training shall be scheduled to occur during business hours (8:30am to 5:00pm) in the Central Standard Time Zone. Trainings include:
- Milestone 3: Building Workflow #1 and Review, Updates, and Finalization
- Following the Milestone 2 Completion Date, Ironclad will host a Design Session where Ironclad and Customer will jointly review the previously submitted Business Requirements for the purposes of designing and building the first Advanced Workflow. It is at the discretion of the Ironclad Implementation Team, in collaboration with Customer, to determine if additional Design Session(s) are required.
- Ironclad will build the first version of Customer’s Advanced Workflow in Workflow Designer. Thereafter, the Parties will hold up to eight (8) working sessions of up to one (1) hour each to iterate the Workflow.
- A portion of the final working session will include an introduction to User Acceptance Testing (“UAT”) for the Customer to soft-launch the Workflow to a limited number of users for the purposes of testing and receiving user feedback. For the avoidance of doubt, Ironclad will not be responsible for preparing, documenting, or customizing any materials for the purposes of Customer’s UAT. Ironclad will not be responsible for any aspects of the execution of such Customer-led UAT session(s).
- User Acceptance Testing Completion, Launch Planning, and Hypercare for both workflows will occur during Milestones 6 and 7.
- The “collaborative configuration” or process shall entail Customer’s Project Manager and the Ironclad Implementation Team collaboratively updating and testing all aspects of the Workflow, sharing their screens as necessary, with Ironclad answering questions and providing best practice guidance. The intent of the model is to train Customer’s Project Manager on Ironclad’s Workflow Designer functionality and to recommend best practices for future Customer-built workflows.
- Milestone 3 must be completed within four (4) to six (6) weeks of the Milestone 2 Completion Date (the “Milestone 3 Completion Date”)
- Milestone 4: Building Workflow #2 and Review, Updates, and Finalization
- Following the Milestone 3 Completion Date, Ironclad will host a Design Session where Ironclad and Customer will jointly review the previously submitted Business Requirements for the purposes of designing and building the Basic Workflow. It is at the discretion of the Ironclad Implementation Team, in collaboration with Customer, to determine if additional Design Session(s) are required.
- Ironclad will build the first version of Customer’s Basic Workflow in Workflow Designer. Thereafter, the Parties will hold up to four (4) working sessions of up to (1) hour each to collaboratively configure and iterate the Customer’s Basic Workflow in Workflow Designer in accordance with Customer’s Business Requirements.
- A portion of the final working session will include an introduction to User Acceptance Testing (“UAT”) for the Customer to soft-launch the Workflow to a limited number of users for the purposes of testing and receiving user feedback. For the avoidance of doubt, Ironclad will not be responsible for preparing, documenting, or customizing any materials for the purposes of Customer’s UAT. Ironclad will not be responsible for any aspects of the execution of such Customer-led UAT session(s).
- Milestone 4 must be completed within two (2) to three (3) weeks of the Milestone 3 Completion Date (the “Milestone 4 Completion Date”)
- Milestone 5: Smart Import Contract Migration
- Following the Milestone 4 Completion Date, Ironclad will schedule and conduct a thirty (30) minute discovery meeting with the relevant members of Customer’s Implementation Team to review the current state of Customer’s legacy contracts. Ironclad will provide best practice guidance around preparing legacy contracts for migration via Smart Import.
- Customer will consolidate legacy contracts, following Ironclad’s recommendations, to prepare for the migration to Ironclad.
- Ironclad will hold one (1) working session of up to one (1) hour to collaboratively import up to ten (10) contracts via Smart Import, create up to three (3) custom AI clauses and configure associated Repository features, including contract reminder emails, saved views, and permissions.
- Ironclad will provide self-service materials and documentation applicable to Customer’s Implementation Team.
- Ironclad is not responsible for nor guarantees the full migration of all legacy documents/contracts into the Repository during the period of the implementation timeline stated in the SOW.
- Ironclad will hold up to two (2) sessions of up to (30) minutes each to troubleshoot questions related to Smart Import.
- For the avoidance of doubt, Customer will be responsible for any metadata import. This support is not intended to support the metadata migration scope.
- Milestone 6: User Acceptance Testing Completion, Train, and Launch Preparations
- Following the Milestone 4 Completion Date, the Parties will hold three (3) working sessions of up to (1) hour each to collaboratively finalize the Customer’s Workflows (the “UAT Review Sessions”)
- The UAT Review Sessions shall be for the Parties to review Customer’s consolidated UAT feedback and incorporate the UAT feedback into the Workflows (so long as such updates are comprised of actionable fixes that can be performed using the standard platform-level functionality that Ironclad makes available to all customers). If necessary, Customer agrees to conduct any post-meeting Workflow testing to confirm each is ready for launch and conforms to Customer’s Business Requirements.
- Upon completing the UAT Review Sessions, the parties will hold a Launch Planning Meeting (the “Launch Planning Meeting”), which shall include: (a) Customer’s completing a full end-to-end test of the Workflows, including a walkthrough of each Workflow’s (i) launch form, (ii) review step, and (iii) sign step; (b) Ironclad advising on best practices on (i) file path management and file storage, (ii) Repository access and use, (iii) Smart Import and legacy document upload, and (iv) Workflow roles; (c) a walkthrough of Customer’s groups, permissions, and admin settings to ensure; and (d) collaborative planning to make each Workflow available to Customer’s end users, including defining a launch plan and confirming the launch date.
- In connection with Launch Planning, Ironclad will walkthrough the configuration of Customer’s groups, permissions, and admin settings. For the avoidance of doubt, Ironclad will not be responsible for preparing, documenting, or customizing any of Customer’s launch materials, and Ironclad will not be responsible for any aspects of the execution of any Customer-led launch preparation or end user training sessions.
- Milestone 6 must be completed within three (3) to four (4) weeks of the Milestone 4 Completion Date (the “Milestone 6 Completion Date”).
- Milestone 7: Hypercare, End User Support, Project Wrap-up & Transition
- Following the Milestone 6 Completion Date and for a period of two (2) weeks, the Ironclad Implementation Team will be available through email and for up to two (2) thirty minute meetings to support the Customer on any final workflow related questions that may arise (the “Hypercare Period”).
- At the end of the Hypercare Period, Ironclad will host one (1) final session to close out the implementation, prior to transitioning Customer to Ironclad’s Success Management team (the “Closing Meeting”).
Role | Responsibilities |
Legal Engineer | The Legal Engineer (“LE”) will be the point of contact for solution design and platform delivery. The LE will bring legal operations expertise to the Project and will be responsible for, without limitation, Workflow design and build, and process optimization. |
Customer Success Manager (if applicable) | If Customer is purchasing an Enterprise Success Plan as identified in the Order Form, the Customer Success Manager (“CSM”) will be the point of contact for program governance after the Project concludes. The CSM will be responsible for ensuring successful adoption and will provide utilization best practices, value assessments, and KPI tracking as part of regular business reviews. |
Role | Responsibilities |
Executive Sponsor | The Executive Sponsor will have the ability and authority to champion business process changes for Customer and will also serve as the highest point of escalation internally. |
Program Driver | The Program Driver will set the program goals and objectives for the Customer by providing input on Workflow process, design, build, UAT, and rollout strategy. The Program Driver will also be responsible for aligning Customer’s business stakeholders and representing the business perspective on behalf of the Customer in relation to the Project. |
Project Manager | The Project Manager will be Customer’s designated project manager who will act as Ironclad’s primary point of contact. The Project Manager will coordinate all aspects of each Milestone on behalf of the Customer. |
Business Stakeholder Leads | The Business Stakeholder Leads will be responsible for providing input in the Workflow process, design, UAT, and represent business perspective on behalf of the Customer. |
IT Contact | The IT Contact will serve as Customer’s point of contact with respect to the configuration of the Systems Setup. |
Ironclad Administrator | The Ironclad Administrator will be responsible for maintaining Customer’s Ironclad platform post go-live. This is inclusive of building new workflows, managing existing workflow updates, permission and user management, and other administrator activities. |
Learning and Development Specialist | The Learning and Development Specialist will be responsible for owning training and change management for Customer’s business divisions and end users. |
- Customer understands that Ironclad’s ability to perform the Implementation Services during the SOW Term depends upon Customer’s timely cooperation and collaborative participation with Ironclad.
- Customer agrees to allow Ironclad to schedule a weekly thirty (30) minute Project delivery review meeting that will be recurring for the duration of the Project and attended by the Ironclad Implementation Team and Customer’s Program Driver and Project Manager.
- Customer agrees to allow Ironclad to schedule each of the working sessions referenced in Sections 3C-3E at the outset of the relevant Milestone. Customer may request to reschedule any meeting to a new date that is within one (1) week of the original. Ironclad may consider rescheduling requests that fall outside one (1) week in its sole discretion but makes no representation that such request will be accommodated. Should Ironclad request to reschedule, the SOW Term may be extended by mutual agreement if a new date cannot be found that is within one (1) week of the original working session and such new date would cause the Parties to exceed the SOW Expiration Date.
- In the event any Milestone Completion Date is missed and the process detailed in Section 5(b) is not adhered to, Customer understands that Ironclad will mark the Implementation as “At-Risk” and Customer agrees to meet with Ironclad leadership to align on a revised a Implementation Timeline to ensure the Implementation Services can be completed prior to the SOW Expiration Date. In the event the SOW Expiration Date is reached without all Milestone Completion Dates having been achieved, Ironclad may, in its sole discretion, hold the Transition Meeting.
- Customer will ensure that the appropriate resources (including, without limitation, the necessary business stakeholders, subject matter experts, and/or IT personnel for functional requirements gathering and implementation) attend and participate in all meetings, working sessions, training, and testing.
- Customer will keep Ironclad apprised of business, organizational, and technical developments that may have a material impact on the performance of Implementation Services and Milestone timeline.
- Customer is responsible for any organizational change management activities to support the Implementation.
- Customer is responsible for the performance of its employees and agents, including any contribution they make to the Implementation, and for the accuracy and completeness of all data, information, and materials provided to Ironclad.
- The Implementation Services may include advice and recommendations, but Customer understands that all decisions in connection with the implementation of such advice and recommendations will be the responsibility of, and made by, Customer.
- Any materials shared by Ironclad that Ironclad makes available to similarly situated customers (by way of example only, training materials, Ironclad Help Center articles, etc.) are for illustrative purposes only, and Customer is solely responsible for the use, performance, maintenance, and risks associated with such materials.
- A delay impacting the Implementation caused by any third-party vendor providing services or products to Customer will be considered Customer’s responsibility.
- Ironclad is not responsible for any alteration or other modification made, during or after the completion of the Implementation, by Customer or third parties working on Customer’s behalf.
- Customer will obtain, at its own cost and expense, all third-party software, licenses, warranties, required hardware, and maintenance agreements. For the avoidance of doubt, Ironclad will not be responsible for: (i) delivery of custom demos; (ii) custom software development (including, without limitation, scripting, testing, deployment, and/or maintenance); (iii) changes to or advice on third-party systems or custom integrations (e.g., middleware); or (iv) alterations to Ironclad’s standard platform-level functionality that Ironclad makes available to all customers.
- Customer is responsible for overall project management, template rationalization, business process design, testing, end user training, change management, and any integration build not explicitly listed or defined in this SOW.
- Customer is responsible for the ongoing maintenance and updates of the completed Workflows during the SOW Term and following the SOW Expiration Date.
- To the extent configurable components of a Workflow and/or the contract template(s) must be in a language other than English, Customer will be responsible for performing any translations required.
- Customer understands that during the Implementation Services, Workflows are defined as below:
- “Basic Workflow” is considered to be a workflow that has no more than three (3) unique templates, no more than five (5) Approvers, no more than three (3) playbook clauses that include up to three (3) fallback and preferred positions, does not integrate with any SFDC, Coupa, or custom API integrations and is utilized by Customer but none of Customer’s Business Entities (together, the “Basic Workflow Requirements”); and
- “Advanced Workflow” is considered to be a workflow that has no more than ten (10) unique templates, no more than five (5) Approvers, no more than five (5) playbook clauses that include up to three (3) fallback, and preferred positions, and may be utilized by one (1) or more of Customer’s Business Entities (together, the “Advanced Workflow Requirements”).
- “Approvers” are those roles listed within the “Review” window within Workflow Designer and added using either “Add Approver” or “Add advanced conditions”.
- “Customer Business Entities” includes any entity organized to do business and operates under a different business name than Customer. Should Customer exceed the limits for either the Basic or Advanced Workflow Requirements, Ironclad in its sole discretion may require Customer to update the relevant Workflow so it abides by the relevant Workflow Requirements. Following the completion of the Implementation Services, Customer is no longer bound by the Basic or Advanced Workflow Requirements.
- The Implementation Services will be provided remotely via videoconferencing in English during regular business hours (8:30 am to 5:00 pm local time for the Ironclad Implementation Team), Monday through Friday (holidays excluded).
CLM Drive III
Version 2.0
Effective February 12th 2025
DownloadTable of Contents
Implementation Services | Description |
Workflow Building | The Implementation Team (defined below) shall work with Customer’s Program Driver (defined below) or designated contact to build two (2) Advanced Workflows (defined below) and one (1) Basic Workflow (defined below), as identified in the Order Form and detailed in Section 3 of this SOW (collectively, the “Workflows”). |
Systems Setup | The Implementation Team shall update Ironclad settings to allow Customer to setup and configure Customer’s pre-existing Cloud Storage, eSignature, and SSO systems. |
Guided Smart Import Contract Migration | If Customer expects to migrate legacy contracts to Ironclad, the Implementation Team shall provide up to five (5) hours of support to guide Customer through contract migration using Ironclad’s Smart Import functionality. Guidance in Ironclad’s Metadata Import functionality is out-of-scope. |
- Milestone 1: Pre-Implementation Readiness and Discovery
- Within thirty (30) days of the Implementation Start Date, the Ironclad Implementation Team will schedule and conduct an initial thirty (30) minute meeting (the “Pre-Kickoff Meeting”) with the Customer’s Program Driver and Project Manager. The Pre-Kickoff Meeting will include: (a) an introduction to Ironclad and Ironclad personnel; (b) an overview of the Implementation Services and the Implementation timelines, including setting a tentative Workflow launch date; (c) review of Customer’s Milestone 1 deliverables, including process to submit the Business Requirements (defined below), ensuring access to the Academy Admin Trainings (defined below), and Systems Setup; (d) aligning on the agenda and scheduling for the Kickoff Meeting.
- Within seven (7) days of the Pre-Kickoff Meeting and prior to the Kickoff Meeting, Customer will complete a workflow readiness workbook, in a form provided by Ironclad, that will provide Ironclad access to all current and complete copies of the following Customer information relevant to Customer’s Workflows: (i) Customer’s business process (which shall include, without limitation, Customer’s processes, contract approval and signature procedures/matrices, policies, and/or workflow diagrams); (ii) Customer’s contract template, conspicuously annotated with dynamic fields and conditional logic; and (iii) architecture designs and technical integration components (which may include Customer’s eSignature, SSO, and/or pre-existing Cloud Storage provider information). Subclauses (i) through (iii) herein shall collectively be referred to as the “Business Requirements.”
- Following Ironclad’s receipt of the Business Requirements, Ironclad will schedule and conduct a one (1) hour meeting with Customer’s Implementation Team (the “Kickoff Meeting”). The Kickoff Meeting will include (a) an introduction to Ironclad and Ironclad personnel; (b) an overview of the Implementation Services and the Implementation timelines, including setting a tentative Workflow launch date; (c) Ironclad advising on best practices for Customer to setup and configure Customer’s pre-existing Cloud Storage, eSignature, and SSO systems (if necessary); and (d) and a pre-implementation workshop, where Ironclad and Customer will collaboratively review and clarify Customer’s Business Requirements and map the Business Requirements to Workflow Designer.
- If necessary, Ironclad will join up to two (2) one hour meetings with Customer’s IT Contact,( defined below) to assist with troubleshooting Systems Setup, as applicable.
- Milestone 1 must be completed within two (2) weeks of the Pre-Kickoff Date (the “Milestone 1 Completion Date”).
- Milestone 2: Prepare to Build: Live Private Admin Trainings
- Ironclad will host two (2) live private Admin training sessions with a duration of approximately two (2) hours each (together, the “Admin Trainings”) for no more than five (5) Customer attendees per session. The Parties shall mutually agree upon the dates and times of each Admin Training session at least ten (10) business days in advance of such sessions. Each Admin Training shall be scheduled to occur during business hours (8:30am to 5:00pm) in the Central Standard Time Zone. Trainings include:
- “Get to Know Ironclad,” which provides an overview of Ironclad’s interface by orienting attendees to the platform and different user types in preparation for (i) building workflows, and (ii) management of inflight contracts and permissions; and
- “Design a Workflow and Manage Records,” provides an overview of how to (a) build a workflow in Workflow Designer (“Workflow Designer”), and (b) search, filter, set permissions, and manage notifications in the Repository.
- Ironclad will provide to Customer .pdf versions of the Admin Training decks and the video recordings of the Admin Trainings for reference. For the avoidance of doubt, no resources or trainings will be specifically developed or otherwise customized for Customer.
- Live Private Admin Trainings (Milestone 2) must be completed prior to the start of Milestone 3 (the “Milestone 2 Completion Date”).
- Ironclad will host two (2) live private Admin training sessions with a duration of approximately two (2) hours each (together, the “Admin Trainings”) for no more than five (5) Customer attendees per session. The Parties shall mutually agree upon the dates and times of each Admin Training session at least ten (10) business days in advance of such sessions. Each Admin Training shall be scheduled to occur during business hours (8:30am to 5:00pm) in the Central Standard Time Zone. Trainings include:
- Milestone 3: Building Workflow #1 and Review, Updates, and Finalization
- Following the Milestone 2 Completion Date, Ironclad will host a Design Session where Ironclad and Customer will jointly review the previously submitted Business Requirements for the purposes of designing and building the first Advanced Workflow. It is at the discretion of the Ironclad Implementation Team, in collaboration with Customer, to determine if additional Design Session(s) are required.
- Ironclad will build the first version of Customer’s first Advanced Workflow in Workflow Designer. Thereafter, the Parties will hold up to eight (8) working sessions of up to one (1) hour each to iterate the Workflow.
- A portion of the final working session will include an introduction to User Acceptance Testing (“UAT”) for the Customer to soft-launch the Workflow to a limited number of users for the purposes of testing and receiving user feedback. For the avoidance of doubt, Ironclad will not be responsible for preparing, documenting, or customizing any materials for the purposes of Customer’s UAT. Ironclad will not be responsible for any aspects of the execution of such Customer-led UAT session(s).
- User Acceptance Testing Completion, Launch Planning, and Hypercare for all three workflows will occur during Milestones 7 and 8.
- Milestone 3 must be completed within four (4) to six (6) weeks of the Milestone 2 Completion Date (the “Milestone 3 Completion Date”)
- Milestone 4: Building Workflow #2 and Review, Updates, and Finalization
- Following the Milestone 3 Completion Date, Ironclad will host a Design Session where Ironclad and Customer will jointly review the previously submitted Business Requirements for the purposes of designing and building the second Advanced Workflow. It is at the discretion of the Ironclad Implementation Team, in collaboration with Customer, to determine if additional Design Session(s) are required.
- Ironclad will build the first version of Customer’s second Advanced Workflow in Workflow Designer. Thereafter, the Parties will hold up to eight (8) working sessions of up to one (1) hour each to iterate the Workflow.
- A portion of the final working session will include an introduction to User Acceptance Testing (“UAT”) for the Customer to soft-launch the Workflow to a limited number of users for the purposes of testing and receiving user feedback. For the avoidance of doubt, Ironclad will not be responsible for preparing, documenting, or customizing any materials for the purposes of Customer’s UAT. Ironclad will not be responsible for any aspects of the execution of such Customer-led UAT session(s).
- Milestone 4 must be completed within four (4) to six (6) weeks of the Milestone 3 Completion Date (the “Milestone 4 Completion Date”)
- Milestone 5: Building Workflow #3 and Review, Updates, and Finalization
- Following the Milestone 4 Completion Date, Ironclad will host a Design Session where Ironclad and Customer will jointly review the previously submitted Business Requirements for the purposes of designing and building the Basic Workflow. It is at the discretion of the Ironclad Implementation Team, in collaboration with Customer, to determine if additional Design Session(s) are required.
- Ironclad will build the first version of Customer’s Basic Workflow in Workflow Designer. Thereafter, the Parties will hold up to four (4) working sessions of up to (1) hour each to iterate the Customer’s Basic Workflow in Workflow Designer in accordance with Customer’s Business Requirements.
- A portion of the final working session will include an introduction to User Acceptance Testing (“UAT”) for the Customer to soft-launch the Workflow to a limited number of users for the purposes of testing and receiving user feedback. For the avoidance of doubt, Ironclad will not be responsible for preparing, documenting, or customizing any materials for the purposes of Customer’s UAT. Ironclad will not be responsible for any aspects of the execution of such Customer-led UAT session(s).
- Milestone 5 must be completed within two (2) to three (3) weeks of the Milestone 4 Completion Date (the “Milestone 5 Completion Date”)
- Milestone 6: Smart Import Contract Migration
- Following the Milestone 2 Completion Date, Ironclad will schedule and conduct a thirty (30) minute discovery meeting with the relevant members of Customer’s Implementation Team to review the current state of Customer’s legacy contracts. Ironclad will provide best practice guidance around preparing legacy contracts for migration via Smart Import.
- Customer will consolidate legacy contracts, following Ironclad’s recommendations, to prepare for the migration to Ironclad.
- Ironclad will hold one (1) working session of up to one (1) hour to collaboratively import up to ten (10) contracts via Smart Import, create up to three (3) custom AI clauses and configure associated Repository features, including contract reminder emails, saved views, and permissions.
- Ironclad will provide self-service materials and documentation applicable to Customer’s Implementation Team.
- Ironclad is not responsible for nor guarantees the full migration of all legacy documents/contracts into the Repository during the period of the implementation timeline stated in the SOW.
- Ironclad will hold up to two (2) sessions of up to (30) minutes each to troubleshoot questions related to Smart Import.
- For the avoidance of doubt, Customer will be responsible for any metadata import. This support is not intended to support the metadata migration scope.
- Milestone 7: User Acceptance Testing Completion, Train, and Launch Preparations
- Following the Milestone 5 Completion Date, the Parties will hold three (3) working sessions of up to (1) hour each to finalize the Customer’s Workflows (the “UAT Review Sessions”)
- The UAT Review Sessions shall be for the Parties to review Customer’s consolidated UAT feedback and incorporate the UAT feedback into the Workflows (so long as such updates are comprised of actionable fixes that can be performed using the standard platform-level functionality that Ironclad makes available to all customers). If necessary, Customer agrees to conduct any post-meeting Workflow testing to confirm each is ready for launch and conforms to Customer’s Business Requirements.
- Upon completing the UAT Review Sessions, the parties will hold a Launch Planning Meeting (the “Launch Planning Meeting”), which shall include: (a) Customer’s completing a full end-to-end test of the Workflows, including a walkthrough of each Workflow’s (i) launch form, (ii) review step, and (iii) sign step; (b) Ironclad advising on best practices on (i) file path management and file storage, (ii) Repository access and use, (iii) Smart Import and legacy document upload, and (iv) Workflow roles; (c) a walkthrough of Customer’s groups, permissions, and admin settings to ensure; and (d) collaborative planning to make each Workflow available to Customer’s end users, including defining a launch plan and confirming the launch date.
- In connection with Launch Planning, Ironclad will walk through the configuration of Customer’s groups, permissions, and admin settings. For the avoidance of doubt, Ironclad will not be responsible for preparing, documenting, or customizing any of Customer’s launch materials, and Ironclad will not be responsible for any aspects of the execution of any Customer-led launch preparation or end user training sessions.
- Milestone 7 must be completed within three (3) to four (4) weeks of the Milestone 5 Completion Date (the “Milestone 7 Completion Date”).
- Milestone 8: Hypercare, End User Support, Project Wrap-up & Transition
- Following the Milestone 7 Completion Date and for a period of two (2) weeks, the Ironclad Implementation Team will be available through email and for up to two (2) thirty minute meetings to support the Customer on any final workflow related questions that may arise (the “Hypercare Period”).
- At the end of the Hypercare Period, Ironclad will host one (1) final session to close out the implementation, prior to transitioning Customer to Ironclad’s Success Management team (the “Closing Meeting”).
Role | Responsibilities |
Deployment Sponsor | The Deployment Sponsor will be responsible for program governance, will ensure executive alignment, and will also serve as an escalation point internally |
Implementation Manager | The Implementation Manager (“IM”) is responsible for overall Project delivery. They will own and maintain the project’s timeline and risk log management and oversight. The IM will serve as the initial escalation point internally and will schedule and attend the following calls: PreKO + KO calls, Weekly 30-minute program syncs, and the closing meeting. |
Legal Engineer | The Legal Engineer (“LE”) will be the point of contact for solution design and platform delivery. The LE will bring legal operations expertise to the Project and will be responsible for, without limitation, Workflow design and build, and process optimization. |
Customer Success Manager (if applicable) | If Customer is purchasing a success plan that includes a customer success manager as identified in the Order Form, the Customer Success Manager (“CSM”) will be the point of contact for program governance after the Project concludes. The CSM will be responsible for ensuring successful adoption and will provide utilization best practices, value assessments, and KPI tracking as part of regular business reviews. |
Role | Responsibilities |
Executive Sponsor | The Executive Sponsor will have the ability and authority to champion business process changes for Customer and will also serve as the highest point of escalation internally. |
Program Driver | The Program Driver will set the program goals and objectives for the Customer by providing input on Workflow process, design, build, UAT, and rollout strategy. The Program Driver will also be responsible for aligning Customer’s business stakeholders and representing the business perspective on behalf of the Customer in relation to the Project. |
Project Manager | The Project Manager will be Customer’s designated project manager who will act as Ironclad’s primary point of contact. The Project Manager will coordinate all aspects of each Milestone on behalf of the Customer. |
Business Stakeholder Leads | The Business Stakeholder Leads will be responsible for providing input in the Workflow process, design, UAT, and represent business perspective on behalf of the Customer. |
IT Contact | The IT Contact will serve as Customer’s point of contact with respect to the configuration of the Systems Setup. |
Ironclad Administrator | The Ironclad Administrator will be responsible for maintaining Customer’s Ironclad platform post go-live. This is inclusive of building new workflows, managing existing workflow updates, permission and user management, and other administrator activities. |
Learning and Development Specialist | The Learning and Development Specialist will be responsible for owning training and change management for Customer’s business divisions and end users. |
- Customer understands that Ironclad’s ability to perform the Implementation Services during the SOW Term depends upon Customer’s timely cooperation and collaborative participation with Ironclad.
- Customer agrees to allow Ironclad to schedule a weekly thirty (30) minute Project delivery review meeting that will be recurring for the duration of the Project and attended by the Ironclad Implementation Team and Customer’s Program Driver and Project Manager.
- Customer agrees to allow Ironclad to schedule each of the working sessions referenced in Sections 3C-3E at the outset of the relevant Milestone. Customer may request to reschedule any meeting to a new date that is within one (1) week of the original. Ironclad may consider re-scheduling requests that fall outside one (1) week in its sole discretion but makes no representation that such request will be accommodated. Should Ironclad request to reschedule, the SOW Term may be extended by mutual agreement if a new date cannot be found that is within one (1) week of the original working session and such new date would cause the Parties to exceed the SOW Expiration Date.
- In the event any Milestone Completion Date is missed and the process detailed in Section 5(b) is not adhered to, Customer understands that Ironclad will mark the Implementation as “At-Risk” and Customer agrees to meet with Ironclad leadership to align on a revised a Implementation Timeline to ensure the Implementation Services can be completed prior to the SOW Expiration Date. In the event the SOW Expiration Date is reached without all Milestone Completion Dates having been achieved, Ironclad may, in its sole discretion, hold the Transition Meeting.
- Customer will ensure that the appropriate resources (including, without limitation, the necessary business stakeholders, subject matter experts, and/or IT personnel for functional requirements gathering and implementation) attend and participate in all meetings, working sessions, training, and testing.
- Customer will keep Ironclad apprised of business, organizational, and technical developments that may have a material impact on the performance of Implementation Services and Milestone timeline.
- Customer is responsible for any organizational change management activities to support the Implementation.
- Customer is responsible for the performance of its employees and agents, including any contribution they make to the Implementation, and for the accuracy and completeness of all data, information, and materials provided to Ironclad.
- The Implementation Services may include advice and recommendations, but Customer understands that all decisions in connection with the implementation of such advice and recommendations will be the responsibility of, and made by, Customer.
- Any materials shared by Ironclad that Ironclad makes available to similarly situated customers (by way of example only, training materials, Ironclad Help Center articles, etc.) are for illustrative purposes only, and Customer is solely responsible for the use, performance, maintenance, and risks associated with such materials.
- A delay impacting the Implementation caused by any third-party vendor providing services or products to Customer will be considered Customer’s responsibility.
- Ironclad is not responsible for any alteration or other modification made, during or after the completion of the Implementation, by Customer or third parties working on Customer’s behalf.
- Customer will obtain, at its own cost and expense, all third-party software, licenses, warranties, required hardware, and maintenance agreements. For the avoidance of doubt, Ironclad will not be responsible for: (i) delivery of custom demos; (ii) custom software development (including, without limitation, scripting, testing, deployment, and/or maintenance); (iii) changes to or advice on third-party systems or custom integrations (e.g., middleware); or (iv) alterations to Ironclad’s standard platform-level functionality that Ironclad makes available to all customers.
- Customer is responsible for overall project management, template rationalization, business process design, testing, end user training, change management, and any integration build not explicitly listed or defined in this SOW.
- Customer is responsible for the ongoing maintenance and updates of the completed Workflows during the SOW Term and following the SOW Expiration Date.
- To the extent configurable components of a Workflow and/or the contract template(s) must be in a language other than English, Customer will be responsible for performing any translations required.
- Customer understands that during the Implementation Services, Workflows are defined as below:
- “Basic Workflow” is considered to be a workflow that has no more than three (3) unique templates, no more than five (5) Approvers, no more than three (3) playbook clauses that include up to three (3) fallback and preferred positions, does not integrate with any SFDC, Coupa, or custom API integrations and is utilized by Customer but none of Customer’s Business Entities (together, the “Basic Workflow Requirements”); and
- “Advanced Workflow” is considered to be a workflow that has no more than ten (10) unique templates, no more than five (5) Approvers, no more than five (5) playbook clauses that include up to three (3) fallback, and preferred positions, and may be utilized by one (1) or more of Customer’s Business Entities (together, the “Advanced Workflow Requirements”).
- “Approvers” are those roles listed within the “Review” window within Workflow Designer and added using either “Add Approver” or “Add advanced conditions”.
- “Customer Business Entities” includes any entity organized to do business and operates under a different business name than Customer. Should Customer exceed the limits for either the Basic or Advanced Workflow Requirements, Ironclad in its sole discretion may require Customer to update the relevant Workflow so it abides by the relevant Workflow Requirements. Following the completion of the Implementation Services, Customer is no longer bound by the Basic or Advanced Workflow Requirements.
- The Implementation Services will be provided remotely via videoconferencing in English during regular business hours (8:30 am to 5:00 pm local time for the Ironclad Implementation Team), Monday through Friday (holidays excluded).
Guided Jurist Package
Version 1.0
Effective February 12th 2025
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Implementation Services | Description |
Systems Setup | The Implementation Team shall update Ironclad settings to allow Customer to setup and configure Users and Groups and Customer’s SSO. |
Guided Jurist Implementation | The Implementation Team shall advise and assist Customer in their Jurist configuration as detailed in section 3 of this SOW. |
- Prior to the initial meeting (the “Kickoff Meeting”), Ironclad will provide self-service materials and documentation applicable to Jurist (the “Jurist Materials”) to Customer’s Jurist Administrator or other individual(s) as designated by Customer (the “Jurist Administrator”).
- The Kickoff Meeting will be a one (1) hour meeting among the Implementation Team, Customer and Customer’s Jurist Administrator and will include an introduction to Jurist and questions and clarifications (if any) regarding Customer’s review of the Jurist Materials.
- Ironclad will hold one (1) configuration session advising on best practices for Customer to set up and configure Customer’s pre-existing SSO system and establish Users and Groups in Ironclad.
- Ironclad will meet with the Customer Implementation Team for up to two (2) sessions to answer questions related to the use of core Jurist features and to guide Customer on its configuration of Jurist features such as Prompts and Example Agreements (the “Working Sessions”). For the avoidance of doubt, Ironclad will not provide advice, guidance or best practice recommendations on how to draft, design and create prompts.
- Customer understands that Ironclad’s ability to perform the Implementation Services during the SOW Term depends upon Customer’s timely cooperation and collaborative participation with Ironclad.
- Customer will ensure that the appropriate resources (including, without limitation, the necessary business stakeholders, subject matter experts, and/or IT personnel for functional requirements gathering and implementation) attend and participate in all meetings.
- Customer will keep Ironclad apprised of business, organizational, and technical developments that may have a material impact on the performance of Implementation Services and Milestone timeline.
- Customer is responsible for any organizational change management activities to support the Implementation.
- Customer is responsible for the performance of its employees and agents, including any contribution they make to the Implementation, and for the accuracy and completeness of all data, information, and materials provided to Ironclad.
- The Implementation Services may include advice and recommendations, but Customer understands that all decisions in connection with the implementation of such advice and recommendations will be the responsibility of, and made by, Customer.
- Any materials shared by Ironclad that Ironclad makes available to similarly situated customers (by way of example only, training materials, Ironclad Help Center articles, etc.) are for illustrative purposes only, and Customer is solely responsible for the use, performance, maintenance, and risks associated with such materials.
- The Customer acknowledges that they are solely responsible for any liability arising from the use or reliance on AI-generated outputs, and that Ironclad is not a legal advisor to the Customer; the Customer is advised to consult their own legal counsel for any legal, regulatory, or compliance matters.
- A delay impacting the Implementation caused by any third-party vendor providing services or products to Customer will be considered Customer’s responsibility.
- Ironclad is not responsible for any alteration or other modification made during the Implementation by Customer or third parties working on Customer’s behalf.
- Customer will obtain, at its own cost and expense, all third-party software, licenses, warranties, required hardware, and maintenance agreements. For the avoidance of doubt, Ironclad will not be responsible for: (i) delivery of custom demos; (ii) custom software development (including, without limitation, scripting, testing, deployment, and/or maintenance); (iii) changes to or advice on third-party systems or custom integrations (e.g., middleware); or (iv) alterations to Ironclad’s standard platform-level functionality that Ironclad makes available to all customers.
- Customer is responsible for overall project management, business process design, testing, end user training, change management, and any integration build not explicitly listed or defined in this SOW.
- The Implementation Services will be provided remotely via videoconferencing in English during regular business hours (8:30 am to 5:00 pm local time for the Ironclad Implementation Team), Monday through Friday (holidays excluded).
Optimization: Workflow Update Support
Version 1.0
Effective February 12th 2025
DownloadTable of Contents
Professional Services | Description |
Workflow Update Support and Optimization | The Implementation Team (defined below) shall advise and enable Customer’s Project Manager (defined below) to build and/or update workflow(s) and as detailed in Section 3 of this SOW (each, hereafter, a “Workflow”). |
- Prior to the initial meeting (the “Kickoff Meeting”), Customer will provide Ironclad access to all current and complete copies of the following Customer information relevant to Customer’s Workflow(s): (i) Customer’s business process (which shall include, without limitation, Customer’s processes, contract approval and signature procedures/matrices, policies, and/or Workflow diagrams); (ii) Customer’s final contract templates; and (iii) architecture designs and technical integration components (which may include Customer’s fields and logic for SFDC mapping to the extent applicable, and eSignature, SSO, and/or pre-existing Cloud Storage provider information). Subclauses (i) through (iii) herein shall collectively be referred to as the “Business Requirements.”
- Ironclad will review Customer’s Business Requirements for the relevant Workflows prior to the scheduled Kickoff Meeting.
- The Kickoff Meeting will include an introduction to Ironclad and Ironclad personnel, an overview of the Professional Services the Implementation Team is available to perform, questions and clarifications (if any) regarding Customer’s submitted Business Requirements, if necessary, an end-to-end demonstration of Ironclad’s Workflow Designer, which shall be provided at Customer’s request (“Workflow Designer”), and alignment on the Professional Services Customer wishes the Implementation Team to perform.
- Upon Customer’s request, Ironclad will rely upon Customer’s Business Requirements to suggest changes or improvements to the Workflow(s).
- The “Collaborative Configuration” process shall entail Customer’s Project Manager and the Ironclad Implementation Team collaboratively updating and testing all aspects of the Workflow, sharing their screens as necessary, with Ironclad answering questions and providing best practice guidance. The intent of the model is to train Customer’s Project Manager on Ironclad’s Workflow Designer functionality and to recommend best practices for future Customer-built workflows.
- Upon Customer’s request, the Parties will meet to review and answer open Customer questions that relate to the Workflow(s) and to review Customer’s Workflow(s) and to further iterate such Workflow(s) using a Collaborative Configuration process. The Collaborative Configuration model shall entail Customer’s Project Manager (or another individual designated by the Project Manager) sharing their screen to further iterate on the relevant workflow as Ironclad provides guidance.The intent of the Collaborative Configuration model is to train Customer’s Project Manager on Ironclad’s Workflow Designer functionality and to recommend best practices for future Customer-built workflows.
- Upon Customer’s request, Ironclad will meet with Customer to review Customer’s consolidated UAT feedback and to provide guidance to Customer so that Customer can incorporate its UAT feedback into the Workflow(s) accordingly (so long as such updates are comprised of actionable fixes that can be performed using the standard platform-level functionality that Ironclad makes available to all customers).
- For the avoidance of doubt, Ironclad will not be responsible for preparing, documenting, or customizing any of Customer’s UAT Materials. Ironclad will not be responsible for any aspects of the execution of such Customer-led UAT session(s).
- Upon Customer’s request, Ironclad will meet with Customer to provide guidance to Customer regarding the steps to prepare Customer’s production environment for launch of the Workflows. Any meetings may include a walkthrough of: (i) configuration of Customer’s groups, permissions, and admin settings; (ii) end-to-end testing of Customer’s integrations related to the Workflows; and (iii) confirmation that Customer’s Workflow access settings conform with Customer’s business requirements.
- In connection with the foregoing, Ironclad will also provide to Customer .pdf versions of a toolkit that includes launch resources, collateral, and best practices for reference. For the avoidance of doubt, Ironclad will not be responsible for preparing, documenting, or customizing any of Customer’s launch materials, and Ironclad will not be responsible for any aspects of the execution of any Customer-led launch preparation or end user training sessions.
- Upon Customer’s request, Ironclad will be available to answer Customer’s questions related to the relevant Workflows (“Hypercare”). Hypercare shall consist of issue resolutions, troubleshooting, and/or advisory services, and the Implementation Team will not make any further configuration updates to a deployed Workflow.
- Customer understands that Ironclad’s ability to perform the Professional Services during the SOW Term depends upon Customer’s timely cooperation and collaborative participation with Ironclad.
- Customer understands that listing of all available Professional Services in this SOW is not a warranty that each service will be performed by Ironclad. Ironclad is not obligated to perform all available Professional Services listed in this SOW. Ironclad will perform only those Professional Services requested by Customer prior to the SOW Expiration Date.
- Customer will ensure that the appropriate resources (including, without limitation, the necessary business stakeholders, subject matter experts, and/or IT personnel for functional requirements gathering and Project) attend and participate in all meetings, working sessions, training, and/or testing.
- Customer will provide an executive sponsor to the Project who possesses knowledge of existing Customer processes and has the ability and authority to champion business process changes for Customer.
- Customer will provide a dedicated Project Manager who will act as Ironclad’s primary point of contact during the SOW Term (the “Project Manager”). The Project Manager shall coordinate all aspects of each meeting on behalf of the Customer and shall have the ability to engage in all meetings including, but not limited to, Workflow building.
- Customer will keep Ironclad apprised of business, organizational, and technical developments that may have a material impact on the performance of Professional Services.
- Customer is responsible for any organizational change management activities to support the Project.
- Customer is responsible for the performance of its employees and agents, including any contribution they make to the Project, and for the accuracy and completeness of all data, information, and materials provided to Ironclad.
- The Professional Services may include advice and recommendations, but Customer understands that all decisions in connection with the Project will be the responsibility of, and made by, Customer.
- Any materials shared by Ironclad that Ironclad makes available to similarly situated customers (by way of example only, training materials, Ironclad Help Center articles, etc.) are for illustrative purposes only, and Customer is solely responsible for the use, performance, maintenance, and risks associated with such materials.
- A delay impacting the Project caused by any third-party vendor providing services or products to Customer will be considered Customer’s responsibility.
- Ironclad is not responsible for any alteration or other modification made, during or after the completion of the Project, by Customer or third parties working on Customer’s behalf.
- Customer will obtain, at its own cost and expense, all third-party software, licenses, warranties, required hardware, and maintenance agreements. Ironclad will not be responsible for: (i) delivery of custom demos; (ii) custom software development (including, without limitation, scripting, testing, deployment, and/or maintenance); (iii) changes to or advice on third-party systems or custom integrations (e.g., middleware); or (iv) alterations to Ironclad’s standard platform-level functionality that Ironclad makes available to all customers.
- Customer is responsible for overall project management, template rationalization, business process design, testing, end user training, change management, and any integration build not explicitly listed or defined in this SOW.
- Customer is responsible for the ongoing maintenance and updates of completed Workflow(s) during the SOW Term and following the SOW Expiration Date.
- The Professional Services will be provided remotely via videoconferencing in English during regular business hours (8:30 am to 5:00 pm local time for the Ironclad Implementation Team), Monday through Friday (holidays excluded).
Optimization: Workflow Building Support
Version 1.0
Effective February 12th 2025
DownloadTable of Contents
Professional Services | Description |
Workflow Building | The Implementation Team (defined below) shall work with Customer’s Project Manager (defined below) or designated contact to build a workflow, as identified in the Order Form and detailed in Section 3 of this SOW (the “Workflow”). |
- Prior to the initial meeting (the “Kickoff Meeting”), Customer will provide Ironclad access to all current and complete copies of the following Customer information relevant to Customer’s Workflow: (i) Customer’s business process (which shall include, without limitation, Customer’s processes, contract approval and signature procedures/matrices, policies, and/or Workflow diagrams); (ii) Customer’s final contract templates; and (iii) architecture designs and technical integration components (which may include Customer’s fields and logic for Salesforce mapping to the extent applicable, and eSignature, SSO, and/or pre-existing Cloud Storage provider information). Subclauses (i) through (iii) herein shall collectively be referred to as the “Business Requirements.”
- Ironclad will review Customer’s Business Requirements for the relevant Workflow prior to the scheduled Kickoff Meeting.
- The Kickoff Meeting will include an introduction to Ironclad and Ironclad personnel, an overview of the Professional Services the Implementation Team is available to perform, questions and clarifications (if any) regarding Customer’s submitted Business Requirements, if necessary, an end-to-end demonstration of Ironclad’s Workflow Designer, which shall be provided at Customer’s request (“Workflow Designer”), and alignment on the Professional Services Customer wishes the Implementation Team to perform.
- Ironclad will build the first version of Customer’s Workflow in Workflow Designer. Thereafter, the Parties will hold working sessions of up to one (1) hour each to collaboratively configure and iterate the Workflow.
- The “Collaborative Configuration” process shall entail Customer’s Project Manager and the Ironclad Implementation Team collaboratively updating and testing all aspects of the Workflow, sharing their screens as necessary, with Ironclad answering questions and providing best practice guidance. The intent of the model is to train Customer’s Project Manager on Ironclad’s Workflow Designer functionality and to recommend best practices for future Customer-built workflows.
- Upon Customer’s request, the Parties will meet to review and answer open Customer questions that relate to the Workflow and to review Customer’s Workflow and to further iterate such Workflow using a Collaborative Configuration process. The Collaborative Configuration model shall entail Customer’s Project Manager (or another individual designated by the Project Manager) sharing their screen to further iterate on the relevant workflow as Ironclad provides guidance.The intent of the Collaborative Configuration model is to train Customer’s Project Manager on Ironclad’s Workflow Designer functionality and to recommend best practices for future Customer-built workflows.
- Upon Customer’s request, Ironclad will meet with Customer to review Customer’s consolidated UAT feedback and to provide guidance to Customer so that Customer can incorporate its UAT feedback into the Workflow(s) accordingly (so long as such updates are comprised of actionable fixes that can be performed using the standard platform-level functionality that Ironclad makes available to all customers).
- For the avoidance of doubt, Ironclad will not be responsible for preparing, documenting, or customizing any of Customer’s UAT Materials. Ironclad will not be responsible for any aspects of the execution of such Customer-led UAT session(s).
- Upon Customer’s request, Ironclad will meet with Customer to provide guidance to Customer regarding the steps to prepare Customer’s production environment for launch of the Workflow. Any meetings may include a walkthrough of: (i) configuration of Customer’s groups, permissions, and admin settings; (ii) end-to-end testing of Customer’s integrations related to the Workflow; and (iii) confirmation that Customer’s Workflow access settings conform with Customer’s business requirements.
- In connection with the foregoing, Ironclad will also provide to Customer .pdf versions of a toolkit that includes launch resources, collateral, and best practices for reference. For the avoidance of doubt, Ironclad will not be responsible for preparing, documenting, or customizing any of Customer’s launch materials, and Ironclad will not be responsible for any aspects of the execution of any Customer-led launch preparation or end user training sessions.
- Upon Customer’s request, Ironclad will be available to answer Customer’s questions related to the relevant Workflow (“Hypercare”). Hypercare shall consist of issue resolutions, troubleshooting, and/or advisory services, and the Implementation Team will not make any further configuration updates to a deployed Workflow.
- Customer understands that Ironclad’s ability to perform the Professional Services during the SOW Term depends upon Customer’s timely cooperation and collaborative participation with Ironclad.
- Customer understands that listing of all available Professional Services in this SOW is not a warranty that each service will be performed by Ironclad. Ironclad is not obligated to perform all available Professional Services listed in this SOW. Ironclad will perform only those Professional Services requested by Customer prior to the SOW Expiration Date.
- Customer will ensure that the appropriate resources (including, without limitation, the necessary business stakeholders, subject matter experts, and/or IT personnel for functional requirements gathering and Project) attend and participate in all meetings, working sessions, training, and/or testing.
- Customer will provide an executive sponsor to the Project who possesses knowledge of existing Customer processes and has the ability and authority to champion business process changes for Customer.
- Customer will provide a dedicated Project Manager who will act as Ironclad’s primary point of contact during the SOW Term (the “Project Manager”). The Project Manager shall coordinate all aspects of each meeting on behalf of the Customer and shall have the ability to engage in all meetings including, but not limited to, Workflow building.
- Customer will keep Ironclad apprised of business, organizational, and technical developments that may have a material impact on the performance of Professional Services.
- Customer is responsible for any organizational change management activities to support the Project.
- Customer is responsible for the performance of its employees and agents, including any contribution they make to the Project, and for the accuracy and completeness of all data, information, and materials provided to Ironclad.
- The Professional Services may include advice and recommendations, but Customer understands that all decisions in connection with the Project will be the responsibility of, and made by, Customer.
- Any materials shared by Ironclad that Ironclad makes available to similarly situated customers (by way of example only, training materials, Ironclad Help Center articles, etc.) are for illustrative purposes only, and Customer is solely responsible for the use, performance, maintenance, and risks associated with such materials.
- A delay impacting the Project caused by any third-party vendor providing services or products to Customer will be considered Customer’s responsibility.
- Ironclad is not responsible for any alteration or other modification made, during or after the completion of the Project, by Customer or third parties working on Customer’s behalf.
- Customer will obtain, at its own cost and expense, all third-party software, licenses, warranties, required hardware, and maintenance agreements. Ironclad will not be responsible for: (i) delivery of custom demos; (ii) custom software development (including, without limitation, scripting, testing, deployment, and/or maintenance); (iii) changes to or advice on third-party systems or custom integrations (e.g., middleware); or (iv) alterations to Ironclad’s standard platform-level functionality that Ironclad makes available to all customers.
- Customer is responsible for overall project management, template rationalization, business process design, testing, end user training, change management, and any integration build not explicitly listed or defined in this SOW.
- Customer is responsible for the ongoing maintenance and updates of completed Workflow during the SOW Term and following the SOW Expiration Date.
- The Professional Services will be provided remotely via videoconferencing in English during regular business hours (8:30 am to 5:00 pm local time for the Ironclad Implementation Team), Monday through Friday (holidays excluded).
Optimization: Workflow Integration Support
Version 1.0
Effective February 12th 2025
DownloadTable of Contents
Professional Services | Description |
Integration Support | The Project Team shall advise and assist Customer in the configuration of their own Ironclad and Integration-side configuration as detailed in section 3 of this SOW. |
- Prior to the initial meeting (the “Kickoff Meeting”), Customer will provide Ironclad access to all current and complete copies of the following Customer information relevant to Customer’s Integration: (i) Customer’s business process (which shall include, without limitation, Customer’s processes, contract approval and signature procedures/matrices, policies, and/or Workflow diagrams); and iii) architecture designs and technical integration components. Subclauses (i) through (ii) herein shall collectively be referred to as the “Business Requirements.”
- Ironclad will review Customer’s Business Requirements for the relevant Integration prior to the scheduled Kickoff Meeting.
- The Kickoff Meeting will include an introduction to Ironclad and Ironclad personnel, an overview of the Professional Services the Project Team is available to perform, questions and clarifications (if any) regarding Customer’s submitted Business Requirements, if necessary, an end-to-end demonstration of Ironclad’s Workflow Designer, which shall be provided at Customer’s request (“Workflow Designer”), and alignment on the Professional Services Customer wishes the Project Team to perform.
- If Customer is purchasing or has purchased an integration as identified in the Order Form between the Ironclad Platform and a third-party service (the “Integration”), at Customer’s request, Ironclad will provide self-service materials and documentation applicable to such Integration to Customer’s Integration administrator or other individual(s) as designated by Customer’s Project Manager.
- Ironclad will hold sessions with the Integration administrator (“Guided Sessions”) to: (1) suggest Integration and Ironclad integration points, (2) answer questions related to the Integration, and (3) guide Customer on its configuration of the integration features (e.g. Workflow Launch, Workflow Sync, Record Sync, Contract Sync, etc..). For the avoidance of doubt, Customer will be solely responsible for the design, configuration, and testing of all aspects of the Integration, and Ironclad will neither accept access to nor make any updates directly within Customer’s Integration instance.
- Upon Customer’s request, Ironclad will meet with Customer to review Customer’s consolidated UAT feedback and to provide guidance to Customer so that Customer can incorporate its UAT feedback into the Integration/Workflow(s) accordingly (so long as such updates are comprised of actionable fixes that can be performed using the standard platform-level functionality that Ironclad makes available to all customers).
- For the avoidance of doubt, Ironclad will not be responsible for preparing, documenting, or customizing any of Customer’s UAT Materials. Ironclad will not be responsible for any aspects of the execution of such Customer-led UAT session(s).
- In connection with the foregoing, Ironclad will also provide to Customer .pdf versions of a toolkit that includes launch resources, collateral, and best practices for reference. For the avoidance of doubt, Ironclad will not be responsible for preparing, documenting, or customizing any of Customer’s launch materials, and Ironclad will not be responsible for any aspects of the execution of any Customer-led launch preparation or end user training sessions.
- Upon Customer’s request, Ironclad will be available to answer Customer’s questions related to the relevant Integration/Workflows (“Hypercare”). Hypercare shall consist of issue resolutions, troubleshooting, and/or advisory services, and the Project Team will not make any further configuration updates to a deployed Workflow.
- Customer understands that Ironclad’s ability to perform the Professional Services during the SOW Term depends upon Customer’s timely cooperation and collaborative participation with Ironclad.
- Customer understands that listing of all available Professional Services in this SOW is not a warranty that each service will be performed by Ironclad. Ironclad is not obligated to perform all available Professional Services listed in this SOW. Ironclad will perform only those Professional Services requested by Customer prior to the SOW Expiration Date.
- Customer will ensure that the appropriate resources (including, without limitation, the necessary business stakeholders, subject matter experts, and/or IT personnel for functional requirements gathering and Project) attend and participate in all meetings, working sessions, training, and/or testing.
- Customer will provide an executive sponsor to the Project who possesses knowledge of existing Customer processes and has the ability and authority to champion business process changes for Customer.
- Customer will provide a dedicated Project Manager who will act as Ironclad’s primary point of contact during the SOW Term (the “Project Manager”). The Project Manager shall coordinate all aspects of each meeting on behalf of the Customer and shall have the ability to engage in all meetings including, but not limited to, Workflow building.
- Customer will keep Ironclad apprised of business, organizational, and technical developments that may have a material impact on the performance of Professional Services.
- Customer is responsible for any organizational change management activities to support the Project.
- Customer is responsible for the performance of its employees and agents, including any contribution they make to the Project, and for the accuracy and completeness of all data, information, and materials provided to Ironclad.
- The Professional Services may include advice and recommendations, but Customer understands that all decisions in connection with the Project will be the responsibility of, and made by, Customer.
- Any materials shared by Ironclad that Ironclad makes available to similarly situated customers (by way of example only, training materials, Ironclad Help Center articles, etc.) are for illustrative purposes only, and Customer is solely responsible for the use, performance, maintenance, and risks associated with such materials.
- A delay impacting the Project caused by any third-party vendor providing services or products to Customer will be considered Customer’s responsibility.
- Ironclad is not responsible for any alteration or other modification made, during or after the completion of the Project, by Customer or third parties working on Customer’s behalf.
- Customer will obtain, at its own cost and expense, all third-party software, licenses, warranties, required hardware, and maintenance agreements. Ironclad will not be responsible for: (i) delivery of custom demos; (ii) custom software development (including, without limitation, scripting, testing, deployment, and/or maintenance); (iii) changes to or advice on third-party systems or custom integrations (e.g., middleware); or (iv) alterations to Ironclad’s standard platform-level functionality that Ironclad makes available to all customers.
- Customer is responsible for overall project management, template rationalization, business process design, testing, end user training, change management, and any integration build not explicitly listed or defined in this SOW.
- Customer is responsible for the ongoing maintenance and updates of completed Workflow(s) during the SOW Term and following the SOW Expiration Date.
- The Professional Services will be provided remotely via videoconferencing in English during regular business hours (8:30 am to 5:00 pm local time for the Ironclad Project Team), Monday through Friday (holidays excluded).
Guided Playbook Setup
Version 2.0
Effective February 13th 2025
DownloadTable of Contents
Implementation Services | Description |
Ironclad Playbooks Setup Add-on | The Ironclad Implementation Team will provide up to eight (8) hours for the design and configuration of up to 10 Clauses and 3 fallback positions per clause in a customer’s playbook for one workflow build as detailed in section 3 of this SOW. |
- Milestone 1: Kickoff & Playbooks Design and Discovery
- Prior to the initial meeting (the “Kickoff Meeting”), Ironclad will provide playbooks enablement resources and documentation applicable to Ironclad playbooks to Customer’s Project Manager or other individual(s) as designated by Customer’s Project Manager. Customer will complete Playbooks Academy training and review Ironclad provided documentation prior to the Kickoff meeting.
- Customer will provide Ironclad with a copy of their current playbooks and fallback positions in a format provided by Ironclad. Customer will identify the 10 Clauses to be built by Ironclad with a clear description of fallback positions per clause so that the Ironclad Implementation Team can review prior to Kickoff.
- The Kickoff Meeting will be among the Implementation Team and Customer’s Project Manager (and other Customer representatives as identified by Customer’s Project Manager) and include an introduction to Ironclad playbooks and questions and clarifications (if any) regarding Customer’s review of the product supporting materials. Discussion of any initial questions and clarification (if any) regarding Customer’s submitted playbooks and fallback positions, and clarification of any outstanding requirements that will be expected from Customer.
- Ironclad and Customer will jointly review the previously submitted playbooks requirements. Ironclad will align the playbooks and fallback position requirements to Ironclad's workflow concepts and playbooks features and will track updated playbooks design decisions detailing the preliminary design of each in scope clause buildout. Customer will confirm in writing approval of the design decisions prior to advancing to the Playbooks Configuration Phase.
- Milestone 2: Playbooks Configuration Phase
- Ironclad will meet with the Customer Implementation Team for one (1) (“Guided Session”) to answer questions related to Ironclad playbooks, and to guide Customer on its configuration and best practices.
- Ironclad will rely upon Customer’s submitted playbooks and fallback requirements to configure the first version of Customer’s playbook with up to 3 fallback positions per clause.
- Customer will complete Functional Testing on the 10 playbook clauses and provide feedback to Ironclad.
- Ironclad and Customer will work asynchronously (i.e. offline through email correspondence) to iterate on subsequent versions of each clause until Customer confirms the playbooks are ready for User Acceptance Testing (“UAT”).
- Milestone 3: Playbooks Finalization
- Ironclad will provide Customer’s Project Manager with a sample UAT checklist and playbooks feedback sheet that Customer will conform in order for Customer to prepare its own UAT materials customized for Customer’s playbooks.
- Upon receipt of Customer’s final Feedback Sheet, Ironclad will host one (1) session with Customer’s Project Manager (and other Customer representatives as identified by Customer’s Project Manager) to discuss feedback. Ironclad will then incorporate that feedback, update the playbooks clauses accordingly and confirm in writing with Customer when the final version of each clause is ready for publication in production. Ironclad will export the final version into production.
- For the avoidance of doubt, the configuration of Customer’s playbooks will serve as the definitive record of configuration decisions at the time of project close-out.
- Customer understands that Ironclad’s ability to perform the Implementation Services during the SOW Term depends upon Customer’s timely cooperation and collaborative participation with Ironclad.
- Customer will ensure that the appropriate resources (including, without limitation, the necessary business stakeholders, subject matter experts, and/or IT personnel for functional requirements gathering and implementation) attend and participate in all meetings.
- Customer will provide a dedicated project manager who will act as Ironclad’s primary point of contact during the SOW Term (the “Project Manager”). The Project Manager shall coordinate all aspects of each Milestone on behalf of the Customer and shall have the ability to engage in all Milestones.
- Customer will keep Ironclad apprised of business, organizational, and technical developments that may have a material impact on the performance of Implementation Services and Milestone timeline.
- Customer is responsible for any organizational change management activities to support the Implementation.
- Customer is responsible for the performance of its employees and agents, including any contribution they make to the Implementation, and for the accuracy and completeness of all data, information, and materials provided to Ironclad.
- The Implementation Services may include advice and recommendations, but Customer understands that all decisions in connection with the implementation of such advice and recommendations will be the responsibility of, and made by, Customer.
- Any materials shared by Ironclad that Ironclad makes available to similarly situated customers (by way of example only, training materials, Ironclad Help Center articles, etc.) are for illustrative purposes only, and Customer is solely responsible for the use, performance, maintenance, and risks associated with such materials.
- A delay impacting the Implementation caused by any third-party vendor providing services or products to Customer will be considered Customer’s responsibility.
- Ironclad is not responsible for any alteration or other modification made during the Implementation by Customer or third parties working on Customer’s behalf.
- Customer will obtain, at its own cost and expense, all third-party software, licenses, warranties, required hardware, and maintenance agreements. For the avoidance of doubt, Ironclad will not be responsible for: (i) delivery of custom demos; (ii) custom software development (including, without limitation, scripting, testing, deployment, and/or maintenance); (iii) changes to or advice on third-party systems or custom integrations (e.g., middleware); or (iv) alterations to Ironclad’s standard platform-level functionality that Ironclad makes available to all customers.
- Customer is responsible for overall project management, business process design, testing, end user training, change management, and any integration build not explicitly listed or defined in this SOW.
- Customer is responsible for the ongoing maintenance and updates of the Integration during the SOW Term and following the SOW Expiration Date.
- The Implementation Services will be provided remotely via videoconferencing in English during regular business hours (8:30 am to 5:00 pm local time for the Ironclad Implementation Team), Monday through Friday (holidays excluded).
CLM Assist
Version 1.0
Effective February 13th 2025
DownloadTable of Contents
Implementation Services | Description |
Collaborative Configuration | The Implementation Team (defined below) shall assist Customer’s Ironclad Admin (defined below) in the configuration of one (1) Advanced Workflow (defined below) and one (1) Basic Workflow (defined below), as identified in the Order Form and detailed in Section 3 of this SOW (collectively, the “Workflows”). |
Systems Setup | The Implementation Team shall update Ironclad settings to allow Customer to setup and configure Customer’s pre-existing Cloud Storage, eSignature, and SSO systems. |
Guided Smart Import Contract Migration | If Customer expects to migrate legacy contracts to Ironclad, the Implementation Team shall provide up to five (5) hours of support to guide Customer through contract migration using Ironclad’s Smart Import functionality. Guidance in Ironclad’s Metadata Import functionality is out-of-scope. |
- Milestone 1: Pre-Implementation Readiness and Discovery
- Prior to the commencement of the Kickoff Meeting (defined below), Customer will complete a contract migration and workflow readiness workbook, in a form provided by Ironclad, that will provide Ironclad access to all current and complete copies of the following Customer information relevant to Customer’s Workflow: (i) Customer’s business process (which shall include, without limitation, Customer’s processes, contract approval and signature procedures/matrices, policies, and/or workflow diagrams); (ii) Customer’s contract template, conspicuously annotated with dynamic fields and conditional logic; and (iii) architecture designs and technical integration components (which may include Customer’s eSignature, SSO, and/or pre-existing Cloud Storage provider information).Subclauses (i) through (iii) herein shall collectively be referred to as the “Business Requirements.”
- Following Ironclad’s receipt of the Business Requirements, Ironclad will schedule and conduct an initial two (2) hour meeting (the “Kickoff Meeting”). The Kickoff Meeting will include (a) an introduction to Ironclad and Ironclad personnel; (b) an overview of the Implementation Services and the Implementation timelines, including setting a tentative Workflow launch date; (c) an end-to-end walk through of Workflow Designer using a stock demo; (d) Ironclad advising on best practices for Customer to setup and configure Customer’s pre-existing Cloud Storage, eSignature, and SSO systems (if necessary); and (e) a pre-implementation workshop, where Ironclad and Customer will collaboratively review and clarify Customer’s Business Requirements and map the Business Requirements to Workflow Designer.
- Milestone 1 must be completed no later than four (4) weeks from the SOW Effective Date (the “Milestone 1 Completion Date”).
- Milestone 2: Prepare to Build: Live Private Admin Trainings
- Following the Milestone 1 Completion Date, Ironclad will host two (2) live private Admin training sessions with a duration of approximately two (2) hours each (together, the “Admin Trainings”) for no more than ten (10) Customer attendees per session. The Parties shall mutually agree upon the dates and times of each Admin Training session at least ten (10) business days in advance of such sessions. Each Admin Training shall be scheduled to occur during business hours (8:00am to 5:00pm) in the Central Standard Time Zone. Trainings include:
- “Building Workflows in Workflow Designer (Admins I),” which provides an overview of how to build a workflow in Workflow Designer; and
- “Configuring Permissions and Managing Contracts (Admins II),” which provides an overview of how to (a) manage Ironclad permissions, and (b) search, filter, set permissions, and manage notifications in Ironclad’s Repository.
- Ironclad will provide to Customer .pdf versions of the Admin Training decks and the video recordings of the Admin Trainings for reference. For the avoidance of doubt, no resources or training will be specifically developed or otherwise customized for Customers.
- Live Private Admin Trainings (Milestone 2) must be completed prior to the start of Milestone 3 (the “Milestone 2 Completion Date”).
- Milestone 3: Building Workflow #1 and Review, Updates, and Finalization
- Following the Milestone 2 Completion Date, the Parties will hold four (4) working sessions of up to one (1) hour each to collaboratively configure and iterate the Customer’s Advanced Workflow in Workflow Designer in accordance with Customer’s Business Requirements.
- A portion of the final working session will include an introduction to User Acceptance Testing (“UAT”) for the Customer to soft-launch the Workflow to a limited number of users for the purposes of testing and receiving user feedback. For the avoidance of doubt, Ironclad will not be responsible for preparing, documenting, or customizing any materials for the purposes of Customer’s UAT. Ironclad will not be responsible for any aspects of the execution of such Customer-led UAT session(s).
- The “Collaborative Configuration” process shall entail Customer’s Ironclad Admin designing, building, and testing all aspects of the Workflow, sharing their screen as necessary, with Ironclad answering questions and providing best practice guidance. The intent of the “Collaborative Configuration” model is to train Customer’s Ironclad Admin on Ironclad’s Workflow Designer functionality and to recommend best practices for future Customer-built workflows.
- Milestone 3 must be completed within three (3) to seven (7) weeks of the Milestone 2 Completion Date (the “Milestone 3 Completion Date”).
- Milestone 4: Building Workflow #2 and Review, Updates, and Finalization
- Following the Milestone 3 Completion Date, the Parties will hold two (2) working sessions of up to (1) hour each to collaboratively configure and iterate the Customer’s Basic Workflow in Workflow Designer in accordance with Customer’s Business Requirements. Prior to the first working session, Customer will have built a version 1 of the Basic Workflow.
- Milestone 4 must be completed within two (2) to three (3) weeks of the Milestone 3 Completion Date (the “Milestone 4 Completion Date”).
- Milestone 5: Smart Import Contract Migration
- Following the Milestone 4 Completion Date, Ironclad will schedule and conduct a thirty (30) minute discovery meeting with the relevant members of Customer’s Implementation Team to review the current state of Customer’s legacy contracts. Ironclad will provide best practice guidance around preparing legacy contracts for migration via Smart Import.
- Customer will consolidate legacy contracts, following Ironclad’s recommendations, to prepare for the migration to Ironclad.
- Ironclad will hold one (1) working session of up to one (1) hour to collaboratively import up to ten (10) contracts via Smart Import, create up to three (3) custom AI clauses and configure associated Repository features, including contract reminder emails, saved views, and permissions.
- Ironclad will provide self-service materials and documentation applicable to Customer’s Implementation Team.
- Ironclad is not responsible for nor guarantees the full migration of all legacy documents/contracts into the Repository during the period of the implementation timeline stated in the SOW.
- Ironclad will hold up to two (2) sessions of up to (30) minutes each to troubleshoot questions related to Smart Import.
- For the avoidance of doubt, Customer will be responsible for any metadata import. This support is not intended to support the metadata migration scope.
- Milestone 6: User End Testing Completion, Train, and Launch Preparations
- Following the Milestone 4 Completion Date, the Parties will hold two (2) working sessions of up to (1) hour each to collaboratively finalize the Customer’s Workflow.
- The first working session shall be for the Parties to review Customer’s consolidated UAT feedback and to provide guidance to Customer so that Customer can incorporate its UAT feedback into the Workflows (so long as such updates are comprised of actionable fixes that can be performed using the standard platform-level functionality that Ironclad makes available to all customers). If necessary, Customer agrees to conduct any post-meeting Workflow testing to confirm each is ready for launch and conforms to Customer’s Business Requirements.
- The second working session shall include: (a) Customer’s completing a full end-to-end test of the Workflow, including a walkthrough of the Workflow’s (i) launch form, (ii) review step, and (iii) sign step; (b) Ironclad advising on best practices on (i) file path management and file storage, (ii) Repository access and use, (iii) Smart Import and legacy document upload, and (iv) Workflow roles; (c) a walkthrough of Customer’s groups, permissions, and admin settings to ensure; and (d) collaborative planning to make the Workflow available to Customer’s end users, including defining a launch plan and confirming the launch date (“Launch Planning Meeting”).
- In connection with Launch Planning, Ironclad will walkthrough the configuration of Customer’s groups, permissions, and admin settings. For the avoidance of doubt, Ironclad will not be responsible for preparing, documenting, or customizing any of Customer’s launch materials, and Ironclad will not be responsible for any aspects of the execution of any Customer-led launch preparation or end user training sessions.
- Milestone 5 must be completed within one (1) to two (2) weeks of the Milestone 4 Completion Date (the “Milestone 5 Completion Date”).
- Milestone 7: Hypercare, End User Support, Project Wrap-up & Transition
- Following the Milestone 5 Completion Date and for a period of two (2) weeks, the Ironclad Implementation Team will be available through email to support the Customer on any final workflow related questions that may arise (the “Hypercare Period”).
- At the end of the Hypercare Period, Ironclad will host one (1) final session to close out the implementation, prior to transitioning Customer to Ironclad’s Success Management team (the “Closing Meeting”).
- Customer understands that Ironclad’s ability to perform the Implementation Services during the SOW Term depends upon Customer’s timely cooperation and collaborative participation with Ironclad.
- Customer agrees to allow Ironclad to schedule each of the working sessions referenced in Sections 3A-3F no later than one (1) week following the completion of the Kickoff Meeting. Customer may request to reschedule any meeting to a new date that is within one (1) week of the original. Ironclad may consider re-scheduling requests that fall outside one (1) week in its sole discretion but makes no representation that such request will be accommodated. Should Ironclad request to reschedule, the SOW Term may be extended by mutual agreement if a new date cannot be found that is within one (1) week of the original working session and such new date would cause the Parties to exceed the SOW Expiration Date.
- In the event any Milestone Completion Date is missed and the process detailed in Section 5(b) is not adhered to, Customer understands that Ironclad will mark the Implementation as “At-Risk” and Customer agrees to meet with Ironclad leadership to align on a revised a Implementation Timeline to ensure the Implementation Services can be completed prior to the SOW Expiration Date. In the event the SOW Expiration Date is reached without all Milestone Completion Dates having been achieved, Ironclad may, in its sole discretion, hold the Transition Meeting.
- Customer will ensure that the appropriate resources (including, without limitation, the necessary business stakeholders, subject matter experts, and/or IT personnel for functional requirements gathering and implementation) attend and participate in all meetings, working sessions, training, and testing.
- Customer will provide an executive sponsor to the Implementation who possesses knowledge of existing Customer processes and has the ability and authority to champion business process changes for Customer.
- Customer will provide a dedicated Ironclad Admin who will act as Ironclad’s primary point of contact during the SOW Term (the “Ironclad Admin”). The Ironclad Admin shall coordinate all aspects of each Milestone on behalf of the Customer and shall have the ability to engage in all Milestones including, but not limited to, Workflow co-building.
- Customer will keep Ironclad apprised of business, organizational, and technical developments that may have a material impact on the performance of Implementation Services and Milestone timeline.
- Customer is responsible for any organizational change management activities to support the Implementation.
- Customer is responsible for the performance of its employees and agents, including any contribution they make to the Implementation, and for the accuracy and completeness of all data, information, and materials provided to Ironclad.
- The Implementation Services may include advice and recommendations, but Customer understands that all decisions in connection with the implementation of such advice and recommendations will be the responsibility of, and made by, Customer.
- Any materials shared by Ironclad that Ironclad makes available to similarly situated customers (by way of example only, training materials, Ironclad Help Center articles, etc.) are for illustrative purposes only, and Customer is solely responsible for the use, performance, maintenance, and risks associated with such materials.
- A delay impacting the Implementation caused by any third-party vendor providing services or products to Customer will be considered Customer’s responsibility.
- Ironclad is not responsible for any alteration or other modification made, during or after the completion of the Implementation, by Customer or third parties working on Customer’s behalf.
- Customer will obtain, at its own cost and expense, all third-party software, licenses, warranties, required hardware, and maintenance agreements. For the avoidance of doubt, Ironclad will not be responsible for: (i) delivery of custom demos; (ii) custom software development (including, without limitation, scripting, testing, deployment, and/or maintenance); (iii) changes to or advice on third-party systems or custom integrations (e.g., middleware); or (iv) alterations to Ironclad’s standard platform-level functionality that Ironclad makes available to all customers.
- Customer is responsible for overall project management, template rationalization, business process design, testing, end user training, change management, and any integration build not explicitly listed or defined in this SOW.
- Customer is responsible for the ongoing maintenance and updates of the completed Workflows during the SOW Term and following the SOW Expiration Date.
- To the extent configurable components of a Workflow and/or the contract template(s) must be in a language other than English, Customer will be responsible for performing any translations required.
- Customer understands that during the Implementation Services, Workflows are defined as below:
- “Basic Workflow” is considered to be a workflow that has no more than three (3) unique templates, no more than five (5) Approvers, no more than three (3) playbook clauses that include up to three (3) fallback and preferred positions, does not integrate with any SFDC, Coupa, or custom API integrations and is utilized by Customer but none of Customer’s Business Entities (together, the “Basic Workflow Requirements”); and
- “Advanced Workflow” is considered to be a workflow that has no more than ten (10) unique templates, no more than five (5) Approvers, no more than five (5) playbook clauses that include up to three (3) fallback, and preferred positions, and may be utilized by one (1) or more of Customer’s Business Entities (together, the “Advanced Workflow Requirements”).
- “Approvers” are those roles listed within the “Review” window within Workflow Designer and added using either “Add Approver” or “Add advanced conditions”.
- “Customer Business Entities” includes any entity organized to do business and operates under a different business name than Customer. Should Customer exceed the limits for either the Basic or Advanced Workflow Requirements, Ironclad in its sole discretion may require Customer to update the relevant Workflow so it abides by the relevant Workflow Requirements. Following the completion of the Implementation Services, Customer is no longer bound by the Basic or Advanced Workflow Requirements.
- The Implementation Services will be provided remotely via videoconferencing in English during regular business hours (8:30 am to 5:00 pm local time for the Ironclad Implementation Team), Monday through Friday (holidays excluded).
CLM Guide
Version 1.0
Effective February 13th 2025
DownloadTable of Contents
Implementation Services | Description |
Collaborative Configuration | The Implementation Team (defined below) shall assist Customer’s Ironclad Admin (defined below) in the configuration of one (1) Basic Workflow (defined below), as identified in the Order Form and detailed in Section 3 of this SOW (hereafter, the “Workflow”). |
Systems Setup | The Implementation Team shall update Ironclad settings to allow Customer to setup and configure Customer’s pre-existing Cloud Storage, eSignature, and SSO. |
Guided Smart Import Contract Migration | If Customer expects to migrate legacy contracts to Ironclad, the Implementation Team shall provide up to five (5) hours of support to guide Customer through contract migration using Ironclad’s Smart Import functionality. Guidance in Ironclad’s Metadata Import functionality is out-of-scope. |
- Prior to the commencement of the Kickoff Meeting (defined below), Customer will complete a contract migration and workflow readiness workbook, in a form provided by Ironclad, that will provide Ironclad access to all current and complete copies of the following Customer information relevant to Customer’s Workflow: (i) Customer’s business process (which shall include, without limitation, Customer’s processes, contract approval and signature procedures/matrices, policies, and/or workflow diagrams); (ii) Customer’s contract template, conspicuously annotated with dynamic fields and conditional logic; and (iii) architecture designs and technical integration components (which may include Customer’s eSignature, SSO, and/or pre-existing Cloud Storage provider information).Subclauses (i) through (iii) herein shall collectively be referred to as the “Business Requirements.”
- Prior to the commencement of the Kickoff Meeting, Ironclad will also provide access to standard Admin Training, which can be consumed via on-demand by enrolling in the Admin Learning Path or by registering for the instructor-led, one-to-many Admin Training sessions hosted by Ironclad Academy. It is recommended that a Customer consumes training prior to the Kickoff Meeting (defined below). This Admin training content provides an overview of Ironclad and orients customers to the platform's most important features and key best practice considerations. For the avoidance of doubt, no resources or training will be specifically developed or otherwise customized for Customer.
- Following Ironclad’s receipt of the Business Requirements and Customer’s completion of the Admin Trainings, Ironclad will schedule and conduct an initial two (2) hour meeting (the “Kickoff Meeting”). The Kickoff Meeting will include (a) an introduction to Ironclad and Ironclad personnel; (b) an overview of the Implementation Services and the Implementation timelines, including setting a tentative Workflow launch date; (c) an end-to-end walk through of Workflow Designer using a stock demo; (d) Ironclad advising on best practices for Customer to setup and configure Customer’s pre-existing Cloud Storage, eSignature, and SSO systems (if necessary); and (e) and a pre-implementation workshop, where Ironclad and Customer will collaboratively review and clarify Customer’s Business Requirements and map the Business Requirements to Workflow Designer.
- Milestone 1 must be completed no later than two (2) weeks from the Implementation Start Date (the “Milestone 1 Completion Date”).
- The Parties will hold two (2) working sessions of up to two (2) hours each to collaboratively configure and iterate the Customer’s Workflow in Workflow Designer in accordance with Customer’s Business Requirements.
- One (1) working session will include an introduction to User Acceptance Testing (“UAT”) for the Customer to soft-launch the Workflow to a limited number of users for the purposes of testing and receiving user feedback. For the avoidance of doubt, Ironclad will not be responsible for preparing, documenting, or customizing any materials for the purposes of Customer’s UAT. Ironclad will not be responsible for any aspects of the execution of such Customer-led UAT session(s).
- The “Collaborative Configuration” process shall entail Customer’s Ironclad Admin designing, building, and testing all aspects of the Workflow, sharing their screen as necessary, with Ironclad answering questions and providing best practice guidance. The intent of the “Collaborative Configuration” model is to train Customer’s Ironclad Admin on Ironclad’s Workflow Designer functionality and to recommend best practices for future Customer-built workflows.
- Milestone 2 must be completed within one (1) to two (2) weeks of the Milestone 1 Completion Date (the “Milestone 2 Completion Date”)
- The Parties will hold two (2) working sessions of up to (2) hours each to collaboratively finalize the Customer’s Workflow.
- The first working session shall include: (a) a review of Customer’s consolidated UAT feedback; (b) any collaborative iterations required to conform the Workflow to Customer’s Business Requirements and UAT feedback; and (c) Customer’s completing a full end-to-end test of the Workflow, including a walkthrough of the Workflow’s (i) launch form, (ii) review step, and (iii) sign step. If necessary, Customer agrees to conduct any post-meeting Workflow testing to confirm it is ready for launch and conforms to Customer’s Business Requirements.
- The second working session shall include: (a) collaborative iteration of the Workflow (if necessary); (b) Ironclad advising on best practices on (i) file path management and file storage, (ii) Repository access and use, (iii) Smart Import and legacy document upload, and (iv) Workflow roles; (c) a walkthrough of Customer’s groups, permissions, and admin settings to ensure; and (d) collaborative planning to make the Workflow available to Customer’s end users, including defining a launch plan and confirming the launch date (“Launch Planning Meeting”). Ironclad will not be responsible for preparing, documenting, or customizing any of Customer’s launch materials.
- Milestone 3 must be completed within one (1) to two (2) weeks of the Milestone 2 Completion Date (the “Milestone 3 Completion Date”)
- Ironclad will schedule and conduct a thirty (30) minute discovery meeting with the relevant members of Customer’s Implementation Team to review the current state of Customer’s legacy contracts. Ironclad will provide best practice guidance around preparing legacy contracts for migration via Smart Import.
- Customer will consolidate legacy contracts, following Ironclad’s recommendations, to prepare for the migration to Ironclad.
- Ironclad will hold one (1) working session of up to one (1) hour to collaboratively import up to ten (10) contracts via Smart Import, create up to three (3) custom AI clauses and configure associated Repository features, including contract reminder emails, saved views, and permissions.
- Ironclad will provide self-service materials and documentation applicable to Customer’s Implementation Team.
- Ironclad is not responsible for nor guarantees the full migration of all legacy documents/contracts into the Repository during the period of the implementation timeline stated in the SOW.
- Ironclad will hold up to two (2) sessions of up to (30) minutes each to troubleshoot questions related to Smart Import.
- For the avoidance of doubt, Customer will be responsible for any metadata import. This support is not intended to support the metadata migration scope.
- Milestone 4 must be completed within one (1) to two (2) weeks of the Milestone 3 Completion Date (the “Milestone 4 Completion Date”)
- For a period of two (2) weeks following the Launch Planning Meeting, the Ironclad Implementation Team will be available through email to support the Customer on any final Workflow related questions that may arise (the “Hypercare Period”).
- At the end of the Hypercare Period, Ironclad will host one (1) final session to close out the implementation, prior to transitioning Customer to Ironclad’s Success Management team (the “Closing Meeting”).
- Milestone 55 must be completed within one (1) to two (2) weeks of the Milestone 4 Completion Date (the “Milestone 5 Completion Date”)
- Customer understands that Ironclad’s ability to perform the Implementation Services during the SOW Term depends upon Customer’s timely cooperation and collaborative participation with Ironclad.
- Customer agrees to allow Ironclad to schedule each of the working sessions referenced in Sections 3B and 3C no later than one (1) week following the completion of the Kickoff Meeting. Customer may request a rescheduling of one (1) working session. Ironclad may accept further re-scheduling requests in its sole discretion but makes no representation that such request will be accommodated. Should Ironclad request to reschedule, the SOW Term may be extended by mutual agreement if a new date cannot be found that is within one (1) week of the original working session and such new date would cause the Parties to exceed the SOW Expiration Date.
- Customer will ensure that the appropriate resources (including, without limitation, the necessary business stakeholders, subject matter experts, and/or IT personnel for functional requirements gathering and implementation) attend and participate in all meetings, working sessions, training, and testing.
- Customer will provide an executive sponsor to the Implementation who possesses knowledge of existing Customer processes and has the ability and authority to champion business process changes for Customer.
- Customer will provide a dedicated Ironclad Admin who will act as Ironclad’s primary point of contact during the SOW Term (the “Ironclad Admin”). The Ironclad Admin shall coordinate all aspects of each meeting on behalf of the Customer and shall have the ability to engage in all meetings including, but not limited to, Workflow building.
- Customer will keep Ironclad apprised of business, organizational, and technical developments that may have a material impact on the performance of Implementation Services and timelines.
- Customer is responsible for any organizational change management activities to support the Implementation.
- Customer is responsible for the performance of its employees and agents, including any contribution they make to the Implementation, and for the accuracy and completeness of all data, information, and materials provided to Ironclad.
- The Implementation Services may include advice and recommendations, but Customer understands that all decisions in connection with the implementation of such advice and recommendations will be the responsibility of, and made by, Customer.
- Any materials shared by Ironclad that Ironclad makes available to similarly situated customers (by way of example only, training materials, Ironclad Help Center articles, etc.) are for illustrative purposes only, and Customer is solely responsible for the use, performance, maintenance, and risks associated with such materials.
- A delay impacting the Implementation caused by any third-party vendor providing services or products to Customer will be considered Customer’s responsibility.
- Ironclad is not responsible for any alteration or other modification made, during or after the completion of the Implementation, by Customer or third parties working on Customer’s behalf.
- Customer will obtain, at its own cost and expense, all third-party software, licenses, warranties, required hardware, and maintenance agreements. For the avoidance of doubt, Ironclad will not be responsible for: (i) delivery of custom demos; (ii) custom software development (including, without limitation, scripting, testing, deployment, and/or maintenance); (iii) changes to or advice on third-party systems or custom integrations (e.g., middleware); or (iv) alterations to Ironclad’s standard platform-level functionality that Ironclad makes available to all customers.
- Customer is responsible for overall project management, template rationalization, business process design, testing, end user training, change management, and any integration build not explicitly listed or defined in this SOW.
- Customer is responsible for the ongoing maintenance and updates of completed workflow(s) during the SOW Term and following the SOW Expiration Date.
- To the extent configurable components of a Workflow and/or the contract template(s) must be in a language other than English, Customer will be responsible for performing any translations required.
- Customer understands that during the Implementation Services, Workflows are defined as below:
- “Basic Workflow” is considered to be a workflow that has no more than three (3) unique templates, no more than five (5) Approvers, no more than three (3) playbook clauses that include up to three (3) fallback and preferred positions, does not integrate with any SFDC, Coupa, or custom API integrations and is utilized by Customer but none of Customer’s Business Entities (together, the “Basic Workflow Requirements”).
- “Approvers” are those roles listed within the “Review” window within Workflow Designer and added using either “Add Approver” or “Add advanced conditions”.
- “Customer Business Entities” includes any entity organized to do business and operates under a different business name than Customer. Should Customer exceed the limits for the Basic Workflow Requirements, Ironclad in its sole discretion may require Customer to update the relevant Workflow so it abides by the relevant Workflow Requirements. Following the completion of the Implementation Services, Customer is no longer bound by the Basic Workflow Requirements.
- The Implementation Services will be provided remotely via videoconferencing in English during regular business hours (8:30 am to 5:00 pm local time for the Ironclad Implementation Team), Monday through Friday (holidays excluded).
Guided Coupa Workflow
Version 1.0
Effective February 13th 2025
DownloadTable of Contents
Implementation Services | Description |
Guided Coupa Workflow | The Project Team shall advise and assist Customer in the configuration of their own Ironclad and Coupa-side configuration as detailed in section 3 of this SOW. |
- Prior to the initial meeting (the “Kickoff Meeting”), Ironclad will provide self-service materials and documentation applicable to the Coupa Integration (the “Integration Materials”) to Customer’s Coupa Administrator or other individual(s) as designated by Customer’s Project Manager (the “Coupa Administrator”).
- The Kickoff Meeting will be among the Project Team, Customer’s Project Manager and Coupa Administrator and include an introduction to the Integration and questions and clarifications (if any) regarding Customer’s review of the Integration Materials.
- Ironclad will meet with the Coupa Administrator and Ironclad POC weekly over the course of eight (8) weeks to suggest Coupa and Ironclad integration points, to answer questions related to the Coupa Integration, and to guide Customer on its configuration of the integration features including workflow launch & automated approval. For the avoidance of doubt, Customer will be solely responsible for the design, configuration, and testing of all aspects of the Coupa Integration, and Ironclad will neither accept access to nor make any updates directly within Customer’s Coupa instance.
- In the event (i) Customer requests more than eight (8) weeks of support with Ironclad, and/or (ii) the Project Team provides more than twenty-five (25) hours of support to Customer in connection with this Section 3, the Parties shall negotiate the terms of a Change Order in accordance with the process set forth in Section 7.
- Customer understands that Ironclad’s ability to perform the Implementation Services during the SOW Term depends upon Customer’s timely cooperation and collaborative participation with Ironclad.
- Customer will ensure that the appropriate resources (including, without limitation, the necessary business stakeholders, subject matter experts, and/or IT personnel for functional requirements gathering and implementation) attend and participate in all meetings.
- Customer will provide a dedicated project manager who will act as Ironclad’s primary point of contact during the SOW Term (the “Project Manager”). The Project Manager shall coordinate all aspects of each Milestone on behalf of the Customer and shall have the ability to engage in all Milestones.
- Customer will keep Ironclad apprised of business, organizational, and technical developments that may have a material impact on the performance of Implementation Services and Milestone timeline.
- Customer is responsible for any organizational change management activities to support the Implementation.
- Customer is responsible for the performance of its employees and agents, including any contribution they make to the Implementation, and for the accuracy and completeness of all data, information, and materials provided to Ironclad.
- The Implementation Services may include advice and recommendations, but Customer understands that all decisions in connection with the implementation of such advice and recommendations will be the responsibility of, and made by, Customer.
- Any materials shared by Ironclad that Ironclad makes available to similarly situated customers (by way of example only, training materials, Ironclad Help Center articles, etc.) are for illustrative purposes only, and Customer is solely responsible for the use, performance, maintenance, and risks associated with such materials.
- A delay impacting the Implementation caused by any third-party vendor providing services or products to Customer will be considered Customer’s responsibility.
- Ironclad is not responsible for any alteration or other modification made during the Implementation by Customer or third parties working on Customer’s behalf.
- Customer will obtain, at its own cost and expense, all third-party software, licenses, warranties, required hardware, and maintenance agreements. For the avoidance of doubt, Ironclad will not be responsible for: (i) delivery of custom demos; (ii) custom software development (including, without limitation, scripting, testing, deployment, and/or maintenance); (iii) changes to or advice on third-party systems or custom integrations (e.g., middleware); or (iv) alterations to Ironclad’s standard platform-level functionality that Ironclad makes available to all customers.
- Customer is responsible for overall project management, business process design, testing, end user training, change management, and any integration build not explicitly listed or defined in this SOW.
- Customer is responsible for the ongoing maintenance and updates of the Integration during the SOW Term and following the SOW Expiration Date.
- The Implementation Services will be provided remotely via videoconferencing in English during regular business hours (8:30 am to 5:00 pm local time for the Ironclad Project Team), Monday through Friday (holidays excluded).
Guided Salesforce Workflow
Version 1.0
Effective February 13th 2025
DownloadTable of Contents
Implementation Services | Description |
Guided Salesforce Workflow | The Project Team shall advise and assist Customer in the configuration of their own Ironclad and Salesforce-side configuration as detailed in section 3 of this SOW. |
- Prior to the initial meeting (the “Kickoff Meeting”), Ironclad will provide self-service materials and documentation applicable to the Salesforce Integration (the “Integration Materials”) to Customer’s Salesforce Administrator or other individual(s) as designated by Customer’s Project Manager (the “Salesforce Administrator”).
- The Kickoff Meeting will be among the Project Team, Customer’s Project Manager and Salesforce Administrator and include an introduction to the Integration and questions and clarifications (if any) regarding Customer’s review of the Integration Materials.
- Ironclad will meet with the Salesforce Administrator for up to four (4) sessions (“Guided Sessions”) to suggest Salesforce and Ironclad integration points, to answer questions related to the Salesforce Integration, and to guide Customer on its configuration of the SFDC Managed Package’s features such as Workflow Launch, Workflow Sync, and Record Sync. For the avoidance of doubt, Customer will be solely responsible for self-implementing its SFDC Integration within its own SFDC instance and will be responsible for the ultimate design, build, and testing of all aspects of the SFDC integration.
- In the event the Project Team provides more than eight (8) hours of support to Customer in connection with this Section 3, the Parties shall negotiate the terms of a Change Order in accordance with the process set forth in Section 7.
- Customer understands that Ironclad’s ability to perform the Implementation Services during the SOW Term depends upon Customer’s timely cooperation and collaborative participation with Ironclad.
- Customer will ensure that the appropriate resources (including, without limitation, the necessary business stakeholders, subject matter experts, and/or IT personnel for functional requirements gathering and implementation) attend and participate in all meetings.
- Customer will provide a dedicated project manager who will act as Ironclad’s primary point of contact during the SOW Term (the “Project Manager”). The Project Manager shall coordinate all aspects of each Milestone on behalf of the Customer and shall have the ability to engage in all Milestones.
- Customer will keep Ironclad apprised of business, organizational, and technical developments that may have a material impact on the performance of Implementation Services and Milestone timeline.
- Customer is responsible for any organizational change management activities to support the Implementation.
- Customer is responsible for the performance of its employees and agents, including any contribution they make to the Implementation, and for the accuracy and completeness of all data, information, and materials provided to Ironclad.
- The Implementation Services may include advice and recommendations, but Customer understands that all decisions in connection with the implementation of such advice and recommendations will be the responsibility of, and made by, Customer.
- Any materials shared by Ironclad that Ironclad makes available to similarly situated customers (by way of example only, training materials, Ironclad Help Center articles, etc.) are for illustrative purposes only, and Customer is solely responsible for the use, performance, maintenance, and risks associated with such materials.
- A delay impacting the Implementation caused by any third-party vendor providing services or products to Customer will be considered Customer’s responsibility.
- Ironclad is not responsible for any alteration or other modification made during the Implementation by Customer or third parties working on Customer’s behalf.
- Customer will obtain, at its own cost and expense, all third-party software, licenses, warranties, required hardware, and maintenance agreements. For the avoidance of doubt, Ironclad will not be responsible for: (i) delivery of custom demos; (ii) custom software development (including, without limitation, scripting, testing, deployment, and/or maintenance); (iii) changes to or advice on third-party systems or custom integrations (e.g., middleware); or (iv) alterations to Ironclad’s standard platform-level functionality that Ironclad makes available to all customers.
- Customer is responsible for overall project management, business process design, testing, end user training, change management, and any integration build not explicitly listed or defined in this SOW.
- Customer is responsible for the ongoing maintenance and updates of the Integration during the SOW Term and following the SOW Expiration Date.
- The Implementation Services will be provided remotely via videoconferencing in English during regular business hours (8:30 am to 5:00 pm local time for the Ironclad Project Team), Monday through Friday (holidays excluded).
Repository Design & Migration Advisory Support
Version 1.0
Effective February 13th 2025
DownloadTable of Contents
Implementation Services | Description |
Systems Setup | The Implementation Team shall update Ironclad settings to allow Customer to setup and configure Customer’s pre-existing SSO systems. |
Repository Design and Migration Advisory Services | The Implementation Team will provide up to 10 hours of advisory services. The advisory services are limited to 1) providing advice and guidance to Customer in the planning, design, and execution of Customer’s legacy document migration, and 2) best practices for configuring Ironclad’s Repository features. |
- Milestone 1: Discovery and Design
- Within thirty (30) days of the SOW Effective Date, the Ironclad Implementation Team will schedule and conduct an initial thirty (30) minute meeting (the “Kickoff Meeting”) with the Customer’s Project Manager. The Kickoff Meeting will include: (a) an introduction to Ironclad and Ironclad personnel; (b) an overview of the Implementation Services and the Implementation timelines, including setting a tentative launch date; and (c) review of Customer’s deliverables, including process to finalize the Repository Design Requirements (defined below), and Systems Setup.
- Following the Kickoff Meeting, Customer will complete the Ironclad Academy and enablement resources provided by Implementation Team on Repository functionality.
- Within seven (7) days of the Kickoff Meeting, Customer will complete Contract Migration Discovery questions in the Discovery and Design Workbook, in a form provided by Ironclad.
- Customer will export contract data and documents from existing service providers.
- Customer will provide a sample data export, including a sample data file and contract documents for a minimum of fifty (50) contracts, to Ironclad in a format that meets Ironclad’s requirements and data migration requirements.
- Following Ironclad’s receipt of the completed Contract Migration Discovery questions and sample data export, Ironclad will schedule and conduct an one (1) hour meeting with Customer’s Implementation Team (the “Discovery Meeting”). The Discovery Meeting will include (a) a review of the current state of Customer’s legacy contracts; (b) a review of Customer’s contract management and reporting goals; and (c) Ironclad advisory on best practices for Customer to prepare input files.
- Following the Discovery Meeting, Ironclad will create a document that outlines decisions made by Customer, including but not limited to; contract relationships, record properties, record types, and permissions (the “Repository Design Requirements”).
- Ironclad will complete one (1) iteration of the Repository Design Requirements. Customer will confirm Repository Design Requirements in writing.
- Milestone 1 must be completed within two (2) weeks of the Kickoff Meeting (the “Milestone 1 Completion Date”).
- Milestone 2: Contract Migration
- Following the Milestone 1 Completion Date, Ironclad will provide a document which will include step-by-step guidance for Customer to complete legacy document migration that aligns with the Repository Design Requirements (the “Ironclad Migration Guidance”).
- Customer will consolidate legacy contracts and configure the metadata input file, following Ironclad’s recommendation, to prepare for migration to Ironclad.
- Ironclad will hold one (1) working session of up to one (1) hour to collaboratively follow the Ironclad Migration Guidance steps and import up to ten (10) contracts with legacy data.
- Customer will complete migration to Repository for remaining legacy documents.
- Ironclad will hold up to two (2) sessions of up to (30) minutes each to troubleshoot questions related to contract migration.
- Contract Migration (Milestone 2) must be completed within three (3) weeks of the Milestone 1 Completion Date (the “Milestone 2 Completion Date”).
- Milestone 3: Repository Configuration
- Following the Milestone 2 Completion Date, Ironclad will schedule and conduct a one (1) hour working session to collaboratively configure associated Repository features, including contract reminder emails, saved views, and permissions, and prepare for launching to Customer’s end users.
- Milestone 3 must be completed within two (2) weeks of the Milestone 2 Completion Date (the “Milestone 3 Completion Date”).
- Milestone 4: Project Acceptance and Transition
- Following the Milestone 3 Completion Date, Ironclad will host one (1) session to answer Customer’s questions, if any, prior to transitioning Customer to Ironclad’s Success Management team (the “Transition Meeting”).
Role | Responsibilities |
Legal Engineer | The Legal Engineer (“LE”) will be the point of contact for solution design and project delivery. The LE will bring legal operations expertise to the Implementation and will be responsible for legacy contract migration process optimization. |
Role | Responsibilities |
Executive Sponsor | The Executive Sponsor will have the ability and authority to champion business process changes for Customer and will also serve as the highest point of escalation internally. |
Project Manager | The Project Manager will be Customer’s designated project manager who will act as Ironclad’s primary point of contact. The Project Manager will coordinate all aspects of each Milestone on behalf of the Customer. |
Business Stakeholder Leads | The Business Stakeholder Leads will be responsible for providing input in the Repository design, UAT, and represent business perspective on behalf of the Customer. |
IT Contact | The IT Contact will serve as Customer’s point of contact with respect to the configuration of the Systems Setup. |
Ironclad Administrator | The Ironclad Administrator will be responsible for maintaining Customer’s Ironclad platform post go-live. This is inclusive of Repository management, building new workflows, managing existing workflow updates, permissions and user management, and other administrator activities. |
- Customer understands that Ironclad’s ability to perform the Implementation Services during the SOW Term depends upon Customer’s timely cooperation and collaborative participation with Ironclad.
- In the event any Milestone Completion Date is missed, Customer understands that Ironclad may mark the Implementation as “At-Risk” and Customer agrees to meet with Implementation Team to align on a revised Implementation timeline to ensure the Implementation Services can be completed prior to the SOW Expiration Date. In the event the SOW Expiration Date is reached without all Milestone Completion Dates having been achieved, Ironclad may, in its sole discretion, hold the Transition Meeting.
- Customer will ensure that the appropriate resources (including, without limitation, the necessary business stakeholders, subject matter experts, and/or IT personnel for functional requirements gathering and implementation) attend and participate in all meetings, working sessions, training, and testing.
- Customer will keep Ironclad apprised of business, organizational, and technical developments that may have a material impact on the performance of Implementation Services and Milestone timeline.
- Customer is responsible for any organizational change management activities to support the Implementation.
- Customer is responsible for the performance of its employees and agents, including any contribution they make to the Implementation, and for the accuracy and completeness of all data, information, and materials provided to Ironclad.
- The Implementation Services may include advice and recommendations, but Customer understands that all decisions in connection with the implementation of such advice and recommendations will be the responsibility of, and made by, Customer.
- Any materials shared by Ironclad that Ironclad makes available to similarly situated customers (by way of example only, training materials, Ironclad Help Center articles, etc.) are for illustrative purposes only, and Customer is solely responsible for the use, performance, maintenance, and risks associated with such materials.
- A delay impacting the Implementation caused by any third-party vendor providing services or products to Customer will be considered Customer’s responsibility.
- Customer is responsible for the management and training of any third-party vendors that Customer has engaged to support the scope of this engagement.
- Ironclad is not responsible for any alteration or other modification made, during or after the completion of the Implementation, by Customer or third parties working on Customer’s behalf.
- Customer will obtain, at its own cost and expense, all third-party software, licenses, warranties, required hardware, and maintenance agreements. For the avoidance of doubt, Ironclad will not be responsible for: (i) delivery of custom demos; (ii) custom software development (including, without limitation, scripting, testing, deployment, and/or maintenance); (iii) changes to or advice on third-party systems or custom integrations (e.g., middleware); or (iv) alterations to Ironclad’s standard platform-level functionality that Ironclad makes available to all customers.
- Customer is responsible for overall project management, Repository design, testing, end user training, change management, and any integration build not explicitly listed or defined in this SOW.
- Customer is responsible for any metadata import. Ironclad is not responsible for nor guarantees the full migration of all legacy documents/contracts into the Repository during the period of the implementation timeline stated in this SOW.
- Customer is responsible for the ongoing maintenance and updates to the Repository during the SOW Term and following the SOW Expiration Date.
- Customer is responsible for preparing, documenting, or customizing any of Customer’s launch materials.
- The Professional Services will be provided remotely via videoconferencing in English during regular business hours (8:30 am to 5:00 pm local time for the Ironclad Implementation Team), Monday through Friday (holidays excluded).
FY2026 Product Descriptions
Version 1.1
Effective March 7th 2025
DownloadTable of Contents
Power Users may be provisioned as Administrator or Standard Seats.
- Administrator Seats have full access to Ironclad's platform, allowing them to control user permissions, workflow configurations, integrations, and other admin settings. In addition to the abilities of Standard Seats, they have the ability to:
- Create and maintain workflow configurations in Workflow Designer
- Manage Groups, API Access, User Management, and Integration settings
- Standard Seats are for business users who interact with all aspects of the Ironclad platform, but do not make changes to admin settings or workflow configurations. In addition to the abilities of Requester Seats, they have the ability to:
- Manage and update contract versions using Ironclad Editor, Share Document, and document upload/download functionality
- Search and view contracts in the Repository and Dashboard
- Be designated as a workflow approver in Workflow Designer
- Create and view reports in Insights
- Create contract requests using workflow launch forms
- View, comment on, upload/download drafts, and search for contracts
- Sign contracts
- Search and view contracts and workflows
- Create contract requests using workflow launch forms
- View, comment on, upload/download drafts, and search for contracts
- Sign contracts
- Search and view contracts and workflows
- Access Ironclad's Coupa and OneTrust integrations
- Create contract requests using workflow launch forms
- View, comment on, upload/download drafts, and search for contracts
- Sign contracts
- Search and view contracts and workflows
- Access Ironclad's Coupa and OneTrust integrations
- Workflow Launch: Launch workflows from within Salesforce using a custom Lightning Web Component and map Salesforce fields to Ironclad workflow attributes
- Workflow Sync: Sync Ironclad process data to Salesforce via a custom object and provide users with the ability to refresh Ironclad workflows with updated source data from Salesforce
- Record Sync: Sync completed contracts and properties from Ironclad’s Repository to Salesforce’s standard Contract object or a custom object
API Access: API Access includes access to REST endpoints, webhooks, authentication tokens, and Ironclad-side configuration settings for Ironclad Workflows and Repository. API Access is capped at the total of 100 API calls per user per 24-hour period times the number of seats on your Ironclad CLM platform. API Access does not include access to Ironclad Clickwrap API endpoints. Purchases of the API Access add-on are governed by the API Terms of Use at https://legal.ironcladapp.com/api-terms-of-use, which are incorporated by reference here.
- Launch an Ironclad Workflow from a requisition request
- Automatically approve workflows in Ironclad based on Coupa approvals
- Automatically hold purchase order generation until a contract is executed in Ironclad
- Launch a workflow in Ironclad from a list of vendors pulled in from OneTrust Map specific metadata from OneTrust on the vendor that you want to include on specific workflows
- Launch a new engagement in OneTrust for that vendor
- Create a new vendor in OneTrust and prevent approvals of the contract prior to the vendor being approved in OneTrust
- Adapt the quality and accuracy of AI results as well as improve the ability to understand any unique data and domain knowledge and context.
- Train and fine-tune Ironclad AI models for improved performance on customers’ most important clauses & properties.
Jurist is a generative AI-powered legal assistant specialized in drafting, editing, brainstorming, reviewing, and more. Built on top of the Ironclad CLM infrastructure, Jurist combines extensive legal knowledge with advanced AI technology. Jurist is offered as a standalone product or in conjunction with Ironclad CLM.
- A Jurist Seat is required for access. Note: An Authorized User account is associated with a single individual's email address. Multiple individuals may not share the same Authorized User account unless those individuals also have their own independent accounts.
- Customers will have access to self-implementation guides available via Ironclad Academy including tutorials on how to implement Jurist for use in your organization.
- If you are a current Ironclad Customer you will receive the same technical support services available as described in your signed Agreement.
- If you have purchased Jurist as a standalone service you will receive technical support services aligned with the Standard Success Plan. Additionally, one Authorized User will be provisioned as an Ironclad Administrator Seat and will have the ability to administer the access to Jurist for other Authorized Users within the Customer organization. This Administrator Seat will have access to Ironclad CLM but use of Ironclad CLM by the Administrator Seat would incur additional fees.
Ironclad Signature facilitates contract acceptance by electronically delivering a contract to counterparties and capturing assent. Ironclad Signature consumes completed contracts. Contracts can be completed in a variety of ways, depending how assent is captured.
- Application: When completed via the Ironclad Application (i.e. Ironclad CLM), a contract is “completed” when all signatures (acceptances) are collected and at least 1 signature (acceptance) is captured with Ironclad Signature. Note: this is only available with Ironclad CLM.
- API: When completed via the Ironclad API (i.e. Activity API, Embedded Clickwrap), a completed contract includes up to ten (10) agreed events per session per signer. An agreed event occurs when a signer checks an embedded clickwrap checkbox or a separate template is agreed to per checkbox (eg, 2 templates are linked to 1 checkbox equals 2 agreed events). Note: this is only available with the Ironclad Signature API Access Fee.
- API (Application programming interface) access: Activity and REST APIs that facilitate document generation and acceptance functionality programmatically. API use is governed by the API Terms of Use at https://legal.ironcladapp.com/api-terms-of-use, which are incorporated by reference here. SDKs are also available.
- Embedded Clickwrap application: A web application that supports the creation and management of documents that can be rendered natively in external systems.
- JavaScript Snippet: A code snippet that enables rendering documents natively in external systems.
- Snapshots: Configure, manage, and capture visual evidence of documents rendered in external systems.
- Legal Centers: Web pages that Ironclad generates automatically to present legal contracts. They provide the ability to manage, publish, and host legal terms online and incorporate them by reference in other documents. One (1) legal center on a standard domain is included.
Legal Center: Legal Center provides the ability to manage, publish, and host legal terms online and incorporate them by reference in other documents. Package includes:
- 1 Legal Center link
- Branding with company logo
- Standard domain (No HTML/CSS customization)
For all Success Plans, the following definitions apply:
- P0 - Ironclad production issue affecting all users, including system unavailability and data integrity issues with no workaround available. Software is materially non-functional.
- P1 - Significant or ongoing interruptions of use of critical software functions with no acceptable workaround available.
- P2 - Minor or limited interruptions of use of a non-critical software function. Issue affecting some but not all users. A short-term workaround is available.
- P3 - General questions and issues pertaining to the software. Information requested about software capabilities, usability, deployment or configuration.