# Concord — Contract Management (CLM)

Concord by Concord Worldwide Inc. holds a panel rating of 2.5/5 from 6 AI judges (category median 2.5/5), as of 2026-10-15. Provenance: Rest of world; sovereignty: not determined.

- Vendor: Concord Worldwide Inc. (https://www.concord.app)
- Category: [Contract Management (CLM)](https://whats-best.ai/software/contract-management.md)
- Provenance (editorial classification): Rest of world
- Canonical page: https://whats-best.ai/software/contract-management/concord
- Alternatives: https://whats-best.ai/software/contract-management/concord/alternatives ([markdown](https://whats-best.ai/software/contract-management/concord/alternatives.md))
- Data as of: 2026-10-21 · evaluated 2026-10-15 · oldest source captured 2026-10-01

**AI-generated.** Every score, rationale and verdict here is written by a panel of AI judges from public evidence — an analysis, not a hands-on test. Every fact quotes the vendor page it was read from. No score can be bought. How scores are made: https://whats-best.ai/methodology

## At a glance

- Vendor: Concord Worldwide Inc.
- Headquarters: Not stated on the vendor’s pages as of 13 Oct 2026
- Data hosting: Not stated on the vendor’s pages as of 13 Oct 2026
- Free plan: Not stated on the vendor’s pages as of 13 Oct 2026

## The panel's verdict

Concord, a contract management platform from Concord Worldwide Inc., USA, scores strongest on negotiation and approval at 6-7: browser redlining, unlimited free counterparty guests, a Word and Google Docs round-trip returning tracked changes, and approval steps conditional on contract duration or amount are documented. Authoring and templates scores 4-6 on a clause library holding an ideal position plus three fallbacks and self-serve intake from legal-approved templates, though template center samples such as Articles of Incorporation are US-style documents. Repository and obligations scores 5-7 on five deadline types recalculated on renewal and OCR search; the only reminder evidenced is a weekly email, and no public information shows obligations tracked to a named owner. Integration and exit scores 5-6 behind an open API and SSO over SAML 2.0, LDAP and Azure AD. The weak ends are sovereignty and pricing transparency, both 0-2: data residency and subprocessor exposure are not confirmed on the vendor's own pages, no price figure appears, and the route in is booking a demo. AI extraction control holds at 4, and weighted totals range from 3.8 to 5.0.

**Speaks for it:**
- Real-time browser redlining with unlimited free counterparty guests, plus a Word and Google Docs round-trip that brings tracked changes back
- Approval workflows with conditional steps on smart fields such as contract duration or amount, inherited by drafts from templates
- Clause library storing an ideal position plus three fallbacks, with automatic routing of new clauses for review and bulk updates with a full library export
- Five deadline types including termination notice deadlines, recalculated on renewal, with OCR-backed full-text search and per-folder access rights
- Contractual commitment in the terms that customer data and output will not be used to train its AI models, with AI-extracted fields marked by a purple bolt icon and editable

**Held against it:**
- Sovereignty scores span 0 to 2, with the contracting party Concord Worldwide Inc., USA per its commercial terms, data residency and subprocessor exposure not confirmed on the vendor's own captured pages, although one captured page says customers can choose the country where their data is stored
- No price figure appears on the captured pricing page, which names tiers and feature placement and routes buyers to booking a demo
- Termination terms promise a copy of data within 30 days in a format of our choosing, with no public information on exporting versions, approvals or the audit trail
- No public information states the e-signature's eIDAS level; the captured signature page describes sealing with the FIPS SHA-1 hash algorithm
- Deadline alerts are weekly emails, with no public information on escalation to named owners or on obligations tracked to an owner with status

**Best for:**
- You need a quote-to-signature flow where contracts auto-populate from Salesforce or HubSpot deal records and counterparties redline and sign with free guest access in the same platform
- Your standard agreements route through approvals triggered by contract amount or duration, inherited from legal-approved templates
- You are migrating a legacy archive and want unlimited.zip bulk upload plus renewal and termination-notice deadlines in list and calendar views
- Your business teams need self-serve contract creation on legal-approved templates while new clauses route to legal for review

**Avoid if:**
- Your purchase review requires confirmed data residency and a subprocessor list including AI and OCR providers — ask the vendor: the public pages we read do not show it
- You must build a budget from public pricing before any vendor engagement — ask the vendor: the public pages we read do not show it
- Your exit plan requires versions, approvals and the audit trail on departure — the terms commit to a copy within 30 days in a format of our choosing
- You rely on deadline handling beyond weekly email alerts, such as escalation to named owners

## Scores by judge and criterion

Scores out of 5, each judge scoring independently against the published rubric (v1). "n/r" = not rated: the vendor publishes no price.

| Criterion | The General Counsel | The Procurement Analyst | The Sales Ops Owner | The IT Integrator | The Data Protection Officer | The Skeptic |
| --- | --- | --- | --- | --- | --- | --- |
| Drafting, templates & clause library | 3/5 | 3/5 | 3/5 | 3/5 | 2.5/5 | 2/5 |
| Negotiation, redlining & approval | 3/5 | 3.5/5 | 3.5/5 | 3.5/5 | 3.5/5 | 3/5 |
| Repository, deadlines & obligations | 3/5 | 3/5 | 3/5 | 3/5 | 3.5/5 | 2.5/5 |
| AI extraction & review transparency | 2/5 | 2/5 | 2/5 | 2/5 | 2/5 | 2/5 |
| Integrations, signature & exit | 3/5 | 3/5 | 3/5 | 2.5/5 | 3/5 | 2.5/5 |
| European sovereignty | 0.5/5 | 0.5/5 | 1/5 | 0/5 | 0.5/5 | 0.5/5 |
| Pricing transparency | 0.5/5 | 0.5/5 | 0.5/5 | 1/5 | 0/5 | 0.5/5 |
| **Weighted verdict** | **2.5/5** | **2.5/5** | **2.5/5** | **2/5** | **2/5** | **2/5** |

### The judges

- **The General Counsel** (v1.0): Runs a three-lawyer legal team that negotiates every supplier and customer contract in Word with the other side's counsel. Wants approved clauses with fallbacks, redlines that survive the round-trip, and an approval on record for every deviation — not a sign-off by email.
- **The Procurement Analyst** (v1.0): Holds four hundred supplier contracts and the Kündigungsfristen nobody else remembers. Wants notice periods and auto-renewals modelled rather than typed into a note, reminders that escalate to a named owner, and a portfolio report that shows what can be cancelled this quarter.
- **The Sales Ops Owner** (v1.0): Owns the quote-to-signature path for a sales team that closes standard deals without legal. Wants contracts generated from the CRM record, approvals that route by discount and value, signature in the same flow, and a price she can put in next year's budget.
- **The IT Integrator** (v1.0): Connects the CLM to SAP, Microsoft 365 and the CRM, and will be the one migrating out of it. Wants a versioned API, SSO and SCIM, qualified signature where the law asks for it, and an export that brings back metadata, versions and audit trail — not a ZIP of PDFs.
- **The Data Protection Officer** (v1.0): Reads the subprocessor list before the feature page. Asks which model provider receives contract text, whether it is retained or used for training, where OCR runs, and whether the counterparties' personal data in every contract is covered by the DPA.
- **The Skeptic** (v1.0): Has seen "AI that reads your contracts" miss a notice period buried in an amendment. Reads for an extraction accuracy nobody states, "Word integration" that loses tracked changes, "never miss a renewal" with reminders to one inbox, and an export that leaves the metadata behind.

## European sovereignty — proven facts

Built only from facts on the vendor's own pages; a dimension we could not prove is left open, never scored as zero. Headline: not determined.

| Dimension | Finding | Points | Source |
|---|---|---|---|
| Legal entity | Not determined | — | — |
| Ownership | Not determined | — | — |
| Data residency | Not determined | — | — |
| Subprocessors | Not determined | — | — |

## Key facts

Each fact is the vendor's own statement, cited to the source page it was read from ([S*n*] → Sources).

**Compliance**
- Certifications: ISO 27001 · SSAE 16 (SOC 1 and SOC 2) · yes [S14]
- Data protection laws: yes [S12]
- Dmca: yes [S4]
- DPA: yes · legal@concord.app · yes [S4]
- Dpf certified: EU-US DPF · Swiss-US DPF · UK-US DPF [S3]
- Encryption: bank-level · eSIGN · UETA · GDPR [S2]
- Encryption: yes [S14]
- Ftc enforcement: yes [S3]
- Payment data: no [S4]
- Regulations supported: ESIGN · UETA · eIDAS [S14]
- Transfer safeguards: yes [S3]

**Data**
- Access privacy: no · no [S14]
- CCPA: Service Provider · no [S4]
- Children policy: 13 [S3]
- Export: yes · yes · yes [S14]
- Export on termination: 30 · company [S3]
- Ownership: yes [S4]
- Retention debug: 6 [S3]
- Retention financial: 10 [S3]
- User control: yes [S12]

**Hosting**
- Data residency choice: yes [S14]

**Integrations**
- API: yes · yes [S4]
- API: Open API available [S13]
- Bulk upload: Bulk upload of legacy contracts via .zip [S13]
- Cloud storage: Auto-export signed documents to Dropbox, Box, or Google Drive [S13]
- Google drive: PDF · Word docs · yes [S1]
- Hubspot: HubSpot integration auto-fills contracts with HubSpot deal data [S13]
- Hubspot marketplace: Concord listed in HubSpot App Marketplace [S13]
- Related features: MCP Server with ChatGPT · MCP Server with Claude · Tasks & Required Actions · User Activity · Exporting data from the Inbox [S10]
- Salesforce: Salesforce integration: generate documents auto-populated with Salesforce data [S13]
- SSO protocols: SAML 2.0 · LDAP · Azure Active Directory · yes [S13]
- Third party services: yes · yes · yes [S3]
- Webhooks: Webhooks with real-time data [S13]
- Zapier: Zapier integration supports 5000+ apps [S13]
- Zapier sharepoint: yes · yes [S1]

**Legal**
- Copy notice: 2025 [S4]
- Copyright: Concord · 2025 [S1]
- Entity: Concord Worldwide Inc. [S4]
- Entity name: Concord Worldwide, Inc. [S3]
- Governing law: San Francisco, California · California [S4]
- Policy last revised: 2025-07-08 [S3]
- Privacy contact: legal@concord.app · 600 1st Ave, Suite 330, PMB 74378, Seattle, WA 98104 [S3]
- Termination refund: yes [S4]

**Pricing**
- AI extraction plan requirement: yes · yes [S11]
- Autorenewal: equal to original Subscription Term · yes [S4]
- Business: 5 · 899 · 69 [S2]
- Cancellation notice: System functionality or support@concord.app · 60 [S4]
- Downgrade notice: 60 [S4]
- Enterprise: 5 · 1299 · 89 [S2]
- Enterprise volume discounts: yes [S2]
- Essentials: 5 · 499 · 49 [S2]
- Export embargo: Cuba · Iran · North Korea · Sudan · Syria · Crimea [S4]
- Faq setup fees: FAQ asked: setup or onboarding fees for new customers [S2]
- Free signers: FAQ asked: whether external parties can sign documents for free [S2]
- Late fee: 2 [S4]
- Money back guarantee: FAQ asked: money-back guarantee [S2]
- Payment methods: FAQ asked: accepted payment methods [S2]
- Price increase cap: 5 [S4]
- Suspension nonpayment: 45 · 15 [S4]
- Taxes: yes · yes [S4]

**Product**
- AI alerts reporting: AI automatically alerts about deadlines and builds executive-ready reports [S1]
- AI augments humans: yes [S12]
- AI copilot: yes [S1]
- AI ethics principles: AI Ethics principles provide a framework that informs AI product development [S12]
- AI extraction all stages: draft · review · signing · contract [S11]
- AI extraction automatic on upload: yes · yes [S11]
- AI extraction bulk limit: 100 [S11]
- AI extraction categories from predefined lists: yes [S11]
- AI extraction description: AI-Powered Data Extraction automatically analyzes contracts and saves extracted key information to the summary panel [S11]
- AI extraction fields: Agreement Category · Document Type · Parties · Summary Description · Lifecycle Details · Total Agreement Value [S11]
- AI extraction fields editable: yes [S11]
- AI extraction large scale: yes · Customer Success Manager / Concord team [S11]
- AI extraction manual single: yes [S11]
- AI extraction party mapping: yes · yes [S11]
- AI extraction party merge: yes [S11]
- AI extraction purple bolt indicator: purple bolt icon [S11]
- AI extraction rerun supported: yes [S11]
- AI extraction suggestion review: yes [S11]
- AI extraction suggestions stored: yes [S11]
- AI faq topics: AI use in CLM · data safeguards · AI opt-out · training on customer data · AI accuracy · AI mistakes · transparency · AI regulations · legal review · bias [S12]
- AI included: FAQ asked: whether AI is included on all subscriptions [S2]
- AI no customer training: no [S4]
- AI review: AI explains key risks and obligations and suggests edits [S1]
- AI tagging: AI-suggested tags for clauses by type, risk, jurisdiction [S5]
- AI transparency indications: yes [S12]
- AI trust faqs: yes [S12]
- AI used: yes [S4]
- Approval workflows: clause approval workflows [S5]
- Archive: yes [S9]
- Audit trail: yes [S14]
- Authentication methods: email, IP address, Mac address, device technical info, sms/email codes, social IDs, SSO, third-party IDs, Concord account IDs [S14]
- Auto notifications: yes · yes [S7]
- Bias mitigation: yes [S12]
- Book demo: Book a demo offered as way to get started [S7]
- Bulk operations: bulk clause updates and full library export [S5]
- Business features: Intake forms, approval workflows, custom roles, custom teams, customized reports, integrations with Salesforce, HubSpot, Google Drive, Box, Dropbox and Zapier, Slack integration (beta) [S2]
- Calendar view: monthly calendar · yes [S10]
- Clause alternatives: clause alternatives with ideal position plus fallbacks [S5]
- Collaboration: yes · yes · yes [S1]
- Combined filters: yes [S10]
- Comment tagging: Discussion panel with reply and colleague tagging [S8]
- Conditional approvals: Conditional steps based on smart fields such as contract duration or amount [S7]
- Content encryption: yes [S3]
- Cross referencing: cross-referencing of linked clauses with update reminders [S5]
- Custom date range: 6 months before to 2 years after current date [S10]
- Deadline alerts: weekly · yes [S9]
- Deadline types: 5 · Expiration Dates · Renewal Dates · Effective Dates · Term Endings · Termination Notice Deadlines [S10]
- Deadlines calendar side panel: Effective date · Renewals · Term ending · Expirations · Termination Notice Deadlines [S10]
- Deadlines calendar view: monthly calendar · yes · yes [S10]
- Deadlines custom range limits: 6 months before to 2 years after current date [S10]
- Deadlines filter combining: Parties · Deadline Type · yes [S10]
- Deadlines list sorting: Parties · Deadline Date · Total Ag. Value [S10]
- Deadlines list view: Document Title · Parties · Deadline Type · Deadline Date · Total Ag. Value [S10]
- Deadlines management: Deadlines Management tracks, organizes, and manages contract milestones in one centralized location [S10]
- Deadlines renewal recalculation: yes [S10]
- Deadlines tabs: All · Endings & Renewals · Effective date · Key terms [S10]
- Deadlines tabs: All · Endings & Renewals · Effective date · Key terms [S10]
- Deadlines term endings: Key term (recurring) · Key term (expiring) [S10]
- Deadlines time filters: Next 90 Days · Next 180 Days · Custom date range [S10]
- Deadlines tracking: yes [S10]
- Deadlines views: List View and Calendar View [S10]
- Demo booking: yes [S6]
- Document linking: yes [S9]
- Enterprise features: Clause library, subsidiary management, bulk send, Open API, custom branding [S2]
- Esignature: yes [S4]
- Esignature: Legally binding e-signatures for internal and external parties [S8]
- Esignature binding: yes [S8]
- Essentials features: AI Copilot and extraction, unlimited e-signatures, unlimited documents, unlimited free viewers and guests, collaboration and negotiation tools, deadline reminders, amendment management [S2]
- Expiration management: clause expiration alerts and archiving [S5]
- External guests: Invite unlimited third-party guests to view and comment on documents for free [S8]
- Folder permissions: yes [S9]
- Global search ocr: yes · yes [S9]
- Human accountability: yes [S12]
- Included services: self-service online training guides and resources · system maintenance, updates, and improvements · no [S4]
- Integrations: Salesforce · Slack [S1]
- Launch history: 2014 · 2025 [S1]
- List view columns: Document Title · Parties · Deadline Type · Deadline Date · Total Ag. Value [S10]
- List view sorting: Parties · Deadline Date · Total Ag. Value [S10]
- Marketing content use: no [S3]
- Min age: 16 [S4]
- Ml usage restrictions: no · no · no [S4]
- Payment storage: no [S3]
- Performance tracking: clause redline/performance tracking [S5]
- Positioning: Contract management from intake to renewal, AI-powered, all in one place [S1]
- Realtime negotiation: Real-time redlining and comment response in same document [S8]
- Renewal recalculation: deadlines recalculated on renewal [S10]
- Self serve intake: Business teams create compliant contracts on demand with legal-approved templates [S1]
- Sign before approval: Third parties can sign before approval completes [S7]
- Signature country count: 110 [S14]
- System definition: hosted online contract creation and management system [S4]
- Tags and folders: yes · yes · yes [S9]
- Team or individual approvals: Approvals by individual or team [S7]
- Teams libraries: per-team clause libraries (FAQ topic raised) [S5]
- Template approval inheritance: Approvals added to templates inherited by drafts [S7]
- Template center: yes · A library of contract templates is offered on the template center page [S6]
- Templates downloadable: yes · yes [S6]
- Templates list: Agency Agreement · Articles of Incorporation · Assignment and Assumption of Agreement · Assignment of Deed of Trust · Bill of Sale · Board of Directors · Bona Fide Offer to Purchase Assets · Bookkeeping Agreement · California Attorney Reta… [S6]

**Support**
- Dpf complaint response days: privacy@concord.app · legal@concord.app · 45 [S3]
- Included support hours: Monday-Friday · 8am to 5pm CT [S4]
- Marketing optout days: marketing@concord.app · 10 [S3]
- Trust center: yes [S12]

17 more facts on the canonical page: https://whats-best.ai/software/contract-management/concord

## Questions

### Is Concord European?

No. whats-best.ai classifies Concord as Rest of world.

### Where does Concord store data?

Not stated on the vendor’s pages as of 13 Oct 2026.

### Does Concord have a free plan?

Not stated on the vendor’s pages as of 13 Oct 2026.

### What are the best alternatives to Concord?

As of 21 Oct 2026, the panel rates [Tomorro (2.5/5)](https://whats-best.ai/software/contract-management/tomorro), [Precisely (2.5/5)](https://whats-best.ai/software/contract-management/precisely) and [fynk (2.5/5)](https://whats-best.ai/software/contract-management/fynk) highest among the other 19 Contract Management (CLM) products evaluated. Ratings that look equal are rounded to half stars; the order uses the unrounded rating, then the name. The highest-rated European alternative is [Precisely](https://whats-best.ai/software/contract-management/precisely) (EU-Made). Ratings are the AI panel’s opinion, formed from public evidence: [how scores are made](https://whats-best.ai/methodology#ordering). The full list, with European products first: [Concord alternatives](https://whats-best.ai/software/contract-management/concord/alternatives).

## What this page leaves out

- 10 product facts could not be confirmed on the vendor’s page as captured and were left out of this page and of the panel’s material.
- 8 integrations facts could not be confirmed on the vendor’s page as captured and were left out of this page and of the panel’s material.
- 8 support facts could not be confirmed on the vendor’s page as captured and were left out of this page and of the panel’s material.
- 6 compliance facts could not be confirmed on the vendor’s page as captured and were left out of this page and of the panel’s material.
- 3 pricing facts could not be confirmed on the vendor’s page as captured and were left out of this page and of the panel’s material.
- 3 subprocessors facts could not be confirmed on the vendor’s page as captured and were left out of this page and of the panel’s material.
- 2 legal facts could not be confirmed on the vendor’s page as captured and were left out of this page and of the panel’s material.
- 1 data fact could not be confirmed on the vendor’s page as captured and was left out of this page and of the panel’s material.
- 1 hosting fact could not be confirmed on the vendor’s page as captured and was left out of this page and of the panel’s material.
- 2 sovereignty dimensions could not be confirmed on the vendor’s own pages and are shown as unknown.
- 6 of the readings below were written against an earlier fact sheet — a fact has been corrected, added or pulled since. Until the panel next runs on this product you are reading the older judgement.

## Sources

- [S1] Vendor homepage: https://www.concord.app/ (checked 2026-10-13)
- [S2] Pricing page: https://www.concord.app/pricing/ (checked 2026-10-13)
- [S3] Privacy policy: https://www.concord.app/data-privacy/ (checked 2026-10-13)
- [S4] Terms of service: https://www.concord.app/terms-of-service/ (checked 2026-10-13)
- [S5] Drafting, templates & clause library — found from sitemap: https://www.concord.app/clause-library/ (checked 2026-10-13)
- [S6] Drafting, templates & clause library — found from sitemap: https://www.concord.app/template-center (checked 2026-10-13)
- [S7] Negotiation, redlining & approval — found from sitemap: https://www.concord.app/approval-workflows/ (checked 2026-10-13)
- [S8] Negotiation, redlining & approval — found from sitemap: https://www.concord.app/contract-redlining/ (checked 2026-10-13)
- [S9] Repository, deadlines & obligations — found from sitemap: https://www.concord.app/contract-repository/ (checked 2026-10-13)
- [S10] Repository, deadlines & obligations — found from sitemap: https://help.concord.app/concord-deadlines-management-complete-user-guide (checked 2026-10-13)
- [S11] AI extraction & review transparency — found from sitemap: https://help.concord.app/ai-extraction-with-concord (checked 2026-10-13)
- [S12] AI extraction & review transparency — found from sitemap: https://www.concord.app/concord-ethical-approach-to-ai/ (checked 2026-10-13)
- [S13] Integrations, signature & exit — found from sitemap: https://www.concord.app/integrations/ (checked 2026-10-13)
- [S14] Integrations, signature & exit — found from sitemap: https://www.concord.app/e-signature-legal-validity-compliance/ (checked 2026-10-13)

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Cite as: whats-best.ai, "Concord — Contract Management (CLM)", AI panel analysis, as of 2026-10-21. https://whats-best.ai/software/contract-management/concord

Corrections: https://whats-best.ai/correct/660?target=page