Contracting
Matt Turner
Procurement Centre of Excellence Lead, Hargreaves Lansdown
Running contracting directly in Omnea simplifies our renewal workflows, reduces the risk from lapsed or auto-renewed contracts, and saves us over two days a month on manual uploads and housekeeping. By combining it with e-signature, we now have a single integrated workflow with no manual contract handling once terms are agreed.
Speed and control. From review to renewal.
Omnea AI reads the clauses so you don't have to.
Omnea AI identifies and extracts key terms, pre-fills forms, and flags risks. Whether contracts are with humans or agents you can see exactly where they are in the process.
- The Document Review Agent reviews every clause against your playbook with red, amber, or green flags
- The Approval Agent catches inconsistencies before they waste anyone's time
- Contract Versioning tracks every draft and logs every change
A complete view of every contract.
Every contract is captured, tagged, connected to the agreements around it, so you can see what you're paying and when it renews. Master agreements stay connected to the SOWs, DPAs, and Order Forms beneath them, so the hierarchy is always clear.
- Signed copies linked back to the supplier record automatically
- Every document type covered: MSAs, DPAs, SOWs, and Order Forms
- Parent and child relationships mapped automatically
- Omnea AI tags every document with a type, date, description,
and name — so your document library gets more useful over time
See renewals from a mile away.
Contracts should be the source of truth for renewal dates and terms — not what
was noted down at the time. Omnea automatically triggers renewal workflows
well ahead of time so you have everything in place to know if you renew, reassess, renegotiate, or walk away.
- Omnea AI tracks notice windows and flags before they close
- Market-leading Price Intelligence checks
- Legal, InfoSec, and Risk teams are involved automatically, only when needed
From signed contract to the full supplier picture.
Every document, contract, and assessment sits against an encyclopedic
supplier profile — alongside spend, reviews, and open risks. So when a renewal, audit, or request lands, you're working from one complete record, not chasing missing pieces.
- One supplier record holds it all — contracts, assessments, certifications,
and reviews, filed automatically - Every document upload and review tracked in a comprehensive audit trail
- Complex corporate structures? Omnea handles multiple brands and separate deals per entity
How it works
How a contract flows through Omnea.
AI Form-Fill & The Approval Agent
Upstream agents ensure everything is present and correct even before contracting. AI Form-Fill improves data quality at intake and The Approval Agent checks questions against policies to close gaps before they become problems later.
Document Review Agent
Every clause is compared against your policies. Key differences and risks are flagged with rationale, so you know where to focus your attention.
Smart Routing
Low-risk contracts that have passed review skip the legal team. High-risk ones go to legal with a clear brief.
E-signature and Contract Repository
Omnea automatically triggers envelopes in tools like DocuSign and Adobe Sign. The executed copy is automatically synced back to Omnea and saved against the Supplier Record.
Renewals
Omnea AI extracts key information from the executed contract, including renewal terms, dates, and notice periods. You'll be notified ahead of key decision points and renewal workflows will trigger in the background.
A single platform replacing fragmented systems.
Hargreaves Lansdown
UK's largest D2C retail investment platform. Replaced offline forms, email and Coupa with a single procurement experience.
Before
- Intake and approvals run on offline forms and email
- Requests arrived late, incomplete, or outside the system
- Manual entry across Coupa, spreadsheets and Workday
- Renewals tracked by hand, spend slipping through
After
- Single platform replacing fragmented systems
- Conditional intake, with the right approvers looped in automatically
- Renewals on a calendar with automated alerts
- Full audit trail in one place, critical for a regulated business
Omnea has completely transformed the procurement experience for our employees, approvers, and procurement team. By systemising human controls, requesters have a seamless experience, approvers get complete context, and my team no longer spends time manually gathering supplier information, chasing approvals, or telling stakeholders what is or isn't acceptable.
.webp)
Phil Thomas
Group Head of Procurement,
Hargreaves Lansdown
Common questions
- We already have a CLM. Where does Omnea fit?
- What does the Document Review Agent actually do?
- How does Omnea decide what goes to legal?
- How does legal keep control?
- What happens to our existing contracts?
- How do renewal workflows work?
- Can it handle complex contract structures?
Explore more of the Omnea platform.
Sourcing
Embed sourcing in your Intake and drive early involvement.
Approval Workflows
Automatically involve the right stakeholders, data, and systems.
Intelligent Intake
Create the perfect front door for every request.
See how it works for your team.
We'll show you a live demo with your contract types and your playbook.