Exari Contract Automation

Exari Document Assembly and Contract Management

Founded in December of 1999 in Melbourne, Australia by two corporate lawyers and a software engineer, Exari was designed from the ground up as an enterprise-strength, standards-based solution for automating contracts and other document intensive processes. The plan was to empower business users with “self-service” documents to help reduce risk and speed document creation. This would allow companies to reduce bottlenecks, be more agile, close more deals, and increase compliance. Two of the company’s founders, Jamie Wodetzki and Justin Lipton, continue to enhance the product and have helped to shape the document assembly and contract automation landscape.

In 2001, Exari released the world’s first 100% web-and-XML-based document assembly system. In 2006, we opened an office in London to support insurance, investment banking and legal customers in the UK and Europe.

From the beginning, Exari was designed based on XML to allow for open standards, ease of integration and the aggregation and standardization of data for reporting and analysis. This approach provides immediate visibility into your data to help you better manage compliance, mitigate exposure and act on contractual revenue opportunities. Unlike its competitors, Exari has a patented proprietary document assembly engine developed in Java. This allows Exari to take input from many systems including Word and to output into many formats including Word (RTF, DOCX), HTML, PDF, Postscript and XML. This also means that Exari is not dependent on Word and was not affected by recent intellectual property decisions that negatively impacted other document assembly vendors.

We are a strong supporter of open systems and standards, and this is reflected in the products we develop. Exari’s powerful API and workflow allow for easy integration with other systems that involve your documents like a CRM (i.e. Salesforce.com), ERP (i.e. SQL databases), Sharepoint or DMS. We also participate in a number of standards efforts, and host an open source XML editor project called Xerlin.

As adoption of document assembly grew, our customers and the wider market wanted a configurable solution that incorporated document assembly with contract management capabilities such approval workflow, reporting and document management (DMS). We synthesized these requirements into a single, open-standards solution: Exari Contract Management.

In 2008, Exari received a significant venture capital investment from Beacon Equity Partners in Boston, MA following an extensive global analysis of document assembly and contract automation companies. At that time, we relocated headquarters and some key personnel to Boston. Exari retains an office in Melbourne as well as having offices in London and Munich.

With offices comprising sales, service and support personnel in Boston, London and Melbourne, Exari is one of the few truly global document automation companies. Due to this geographical diversity, Exari can provide 24/7 and in-person support around the world. The product is used by lawyers, bankers, insurance teams, sales organizations, government departments and many others who had been buried in paperwork.

Today Exari is the most intuitive, powerful and flexible enterprise contract automation solution available.

Try a demo of our software to create your own NDA or Services Agreement. Or watch a demo movie to see how Exari Contract Automation Software works.

Who uses Exari?

Exari is often brought into the enterprise by the General Counsel, Head of IT or Head of Sales Operations of a Fortune 1000 Company or by the technology department of a top 100 Law Firm. Our solutions are currently in use worldwide by several industry sectors including insurance, banking, finance/investment banks, industrial gas, telecoms, government departments, automotive and technology/media companies.

The document types that have been automated in these sectors include, among others: sales contracts, complex finance documents, master agreements, loan documentation (multi-lingual), insurance slips, leases, procurement contracts/RFPs/RFTs, and license agreements. Exari is well-suited for documents that are complex, repetitive, subject to predictable negotiation, and require Word or PDF output. For more information on who is using Exari, see a list of our Featured Customers.

Pricing

Exari pricing is based on the scope of a planned implementation. The license cost is typically based on the number of user seats and authors across an enterprise. Exari is scalable, so it is possible to begin with an implementation in one department and later roll out a document automation solution across the enterprise.

If you would like to understand your return on investment using Exari, please Contact Us and we will have a representative review your requirements.