Modernizing Legal Operations
SmartSuite centralizes matter management, contracts, policies, compliance tasks, and legal approvals — giving Legal teams the automation, visibility, and governance they need to operate efficiently and deliver strategic value across the organization.
One Platform For Connected Legal Operations
SmartSuite unifies matter management, contract workflows, compliance tasks, and audit-ready documentation — increasing Legal’s efficiency, accuracy, and alignment with business demands.
Matter Management
Track tasks, documents, deadlines, and communications in one place.
Contract Lifecycle
Automate drafting, review, approvals, and renewals.
Legal Intake
Standardize intake and triage for legal requests.
Compliance Management
Manage policies, attestations, obligations, and regulatory tasks.
Core Capabilities of the Legal Operations Suite
SmartSuite delivers all the tools needed to support core legal functions.
Manage legal operations with structured workflows and complete visibility.
Centralize legal intake, contract reviews, approvals, advisory requests, and matter tracking in one connected workspace. SmartSuite links legal work to owners, documents, and decision history—providing real-time insight, reduced risk, and consistent execution across the legal function.
Centralize Matters and Legal Requests
Manage matters, tasks, evidence, deadlines, and communication from a single source of truth.
Highlights:
- Case timelines
- Linked documents
- Collaboration threads
Streamline Contract Reviews and Approvals
Automate contract routing, legal review, and sign-off workflows.
Highlights:
- Structured approval paths
- Version control
- Renewal notifications
Govern Policies, Obligations, and Compliance Tasks
Store policies, track changes, and manage attestations in a connected environment.
Highlights:
- Policy lifecycle
- Attestation tracking
- Compliance logging
Reduce Risk With Full Traceability Across Legal Workflows
Track history, comments, and decisions with complete audit trails.
Highlights:
- Activity logs
- Linked obligations
- Evidence of review
Improve Collaboration With Business Partners
Give HR, Finance, Procurement, and department heads shared visibility where needed.
Highlights:
- Role-based dashboards
- Task coordination
- Unified communication
Built For Modern Legal Operations Teams
SmartSuite brings enterprise-grade legal operations with consumer-grade usability. Choose the rollout path that fits your team today—and expand as contract volume, review complexity, and governance needs grow.
Adopt a Single Capability
Begin with Legal Intake, Contract Reviews, or Policy Governance—prove value fast and expand from there.
Roll Out a Full Category
Enable legal operations end-to-end—connecting requests, reviews, approvals, documentation, and audit trails in one coordinated system.
Deploy the Entire Legal Operations Operations Suite
Standardize legal workflows with structured intake, version-controlled reviews, and real-time dashboards—delivering faster turnaround, reduced risk, and consistent governance across the legal function.
See How SmartSuite Transforms Legal Operations
Experience how SmartSuite unifies matters, contracts, approvals, compliance tasks, and collaboration — enabling Legal teams to work faster and with greater accuracy.
The Connected Value of SmartSuite Legal Operations
Quantifiable improvements achieved when organizations streamline contract workflows, matter management, compliance tracking, and legal collaboration in SmartSuite.
Source: Gartner Legal Workflow Benchmark, 2023 — integrated contract tools reduced review cycles by 25–35%.
Faster Contract Review & Approval Cycles
Centralized contract workflows, automated approvals, and real-time visibility reduce legal cycle times and eliminate bottlenecks.
Source: ACC Legal Operations Maturity Report, 2023 — automation reduced legal admin workload by 30–35%.
Reduction in Manual Legal Administrative Work
Automating intake, matter assignments, reminders, and document tracking significantly reduces repetitive manual tasks.
Source: Deloitte Legal Ops Collaboration Study, 2022 — unified platforms improved cross-functional efficiency by ~25–30%.
Improved Cross-Functional Alignment in Legal Workflows
Shared visibility across Legal, Procurement, HR, Finance, and Security accelerates decision-making and improves operational coordination.
Source: Forrester Compliance Management Trends, 2023 — policy automation improved compliance accuracy by 30–40%.
More Accurate Compliance & Policy Tracking
Centralized policy management, attestations, and regulatory tracking improve organizational compliance and reduce oversight gaps.
Key Benefits of the Legal Operations Solution Suite
Legal teams need connected workflows, centralized documentation, and real-time visibility across matters, contracts, compliance activities, and approvals. SmartSuite unifies legal operations into one platform—enabling Legal to work faster, reduce risk, and support the business more strategically.
Visibility, Coordination & Matter Transparency
Centralize matters, contracts, requests, policies, and documents in one system.
Align Legal with HR, Procurement, Finance, Security, and Compliance workflows.
Assign owners, track progress, and surface bottlenecks in real time.
Standardize request intake with structured forms and automated routing.
Monitor workload, timelines, and volumes through executive-ready dashboards.
Manage legal documents with controlled versions and audit-ready history.
Workflow Efficiency & Legal Automation
Route contracts, matters, NDAs, and policy updates automatically.
Streamline drafting, negotiation, execution, and renewal tracking.
Distribute policies and track employee acknowledgments consistently.
Reuse approved templates and workflows to ensure consistent execution.
Automate reminders for deadlines, renewals, filings, and obligations.
Use AI Assist to summarize contracts, extract obligations, and draft responses.
Risk Reduction, Governance & Organizational Confidence
Maintain complete histories of changes, approvals, and decisions.
Protect sensitive data with permissions, encryption, and SSO/2FA.
Ensure legal guidance is reflected across HR, vendor, and procurement workflows.
Apply repeatable processes to reduce errors and enforce guidelines.
Support growing or global legal teams with centralized oversight.
Modify workflows, templates, and approvals without engineering support.
Streamline Legal Workflows With Connected Data and Automation
SmartSuite eliminates fragmented tools and manual processes. Centralize matters, manage contracts, and track compliance workflows in one cohesive system.
How the SmartSuite Platform Powers Legal Operations
SmartSuite connects matters, contracts, compliance tasks, and documentation in one system — improving efficiency, reducing manual work, and enabling stronger governance.
Customize workflows, templates, fields, forms, and views without developer support.
Automate approvals, routing, document requests, reminders, and renewals.
Draft contract summaries, matter briefs, and legal updates instantly.
Connect matters → contracts → policies → obligations → evidence → issues.
Track caseloads, contract status, renewal pipelines, and compliance tasks.
Protect sensitive legal data with fine-grained access controls and audit logs.
Connect Legal Data Across the Business
SmartSuite links legal work to HR, Finance, Procurement, Compliance, and Security — enabling shared visibility and reducing miscommunication.
Streamline Contracts, Matters, and Approvals
Automated review cycles, document routing, and standardized templates reduce delays and accelerate workflows.
Gain Real-Time Insight Into Legal Operations
Dashboards surface matter risks, contract blockers, compliance concerns, and resource usage — helping leaders prioritize and act quickly.
AI Assist & Governance Strengthen Legal Oversight
AI Assist accelerates documentation while SmartSuite’s governance features ensure transparency, traceability, and compliance.
The SmartSuite Platform:
Powered by Eight Interconnected Frameworks
The SmartSuite Platform consists of eight interconnected frameworks that provide a foundation for designing, automating, analyzing, and governing connected workflows.
Build structured, relational data models using tables, fields, and records that ensure consistency and scalability across workflows.
Design and tailor workflows visually with structured data models, clear progression, and intuitive interfaces for every step.
Streamline work with triggers, conditions, and multi-step actions that eliminate manual effort and orchestrate end-to-end processes.
Embed intelligence into workflows with AI that analyzes data, supports decisions, and automates complex steps securely.
Platform
Enable contextual collaboration with comments, file sharing, notifications, and external access—all governed by SmartSuite permissions.
Visualize and analyze data using dashboards, charts, and real-time reports that update instantly across your workspace.
Connect SmartSuite to your ecosystem using native integrations, iPaaS connectors, APIs, and webhooks for seamless data flow.
Protect data with role-based access, authentication controls, audit history, and enterprise-grade governance that scales organization-wide.
Security and Governance, Built for Enterprise Scale
SmartSuite provides fine-grained, role-based permissions that protect data without slowing innovation. Define access down to the record, field, or workflow level, enforce compliance with SSO, 2FA, and IP restrictions, and maintain a complete audit trail of every action. With SmartSuite, governance and agility work together — innovation moves fast, and your security moves with it.
Control visibility by user, role, or team.
SSO, 2FA, and IP restrictions built-in.
Track every change for 3+ years.
SOC 2, GDPR, and enterprise governance ready.
Work Seamlessly — Anytime, Anywhere, on Any Device
Stay connected and productive wherever you are. SmartSuite works flawlessly across web, tablet, and mobile, so your team can manage projects, collaborate, and automate workflows in real time — whether in the office, remote, or on the go.
The Platform That Connects Matters, Contracts, and Compliance
SmartSuite provides linked records, automation, and structured workflows that simplify documentation, approvals, and cross-functional collaboration.
Role-Based Capabilities for Higher Education Teams
SmartSuite is built for academic leaders, operations teams, finance offices, research administrators, and campus-wide staff.
Executive Leadership
General Counsel / Chief Legal Officer
Oversees the legal function, manages enterprise legal risk, and advises executives on regulatory, contractual, and governance matters.
- Benefit Statement:
SmartSuite gives General Counsel real-time visibility into legal workload, risk exposure, and compliance posture — enabling confident decision-making and strategic legal oversight.
- Benefit Source:
Executive dashboards, matter summaries, contract visibility, approval history, and audit trails.
Legal performance oversight
Reviews active matters, contracts, and risk trends across the organization.
Risk & compliance connection
Monitors legal exposure tied to contracts, regulations, and disputes.
Executive & Board Reporting
Produces concise, defensible summaries for leadership and board review.
Legal Operations Leadership
Director of Legal Operations
Owns legal processes, technology, metrics, and operational efficiency across the legal department.
- Benefit Statement:
SmartSuite centralizes legal workflows and eliminates manual coordination, allowing Legal Ops leaders to scale operations without increasing overhead.
- Benefit Source:
Workflow automation, intake systems, KPI dashboards, document management, and reporting tools.
Workflow optimization
Designs and governs standardized matter, contract, and request workflows.
Operational Metrics
Tracks cycle times, backlog, workload distribution, and SLA performance.
Technology & Process Governance
Manages legal systems, templates, and process consistency.
Core Legal Roles
Attorney / In-House Counsel
Handles legal matters including contracts, negotiations, regulatory interpretation, and advisory support to the business.
- Benefit Statement:
SmartSuite reduces friction in legal work by centralizing documentation, approvals, and collaboration in one system.
- Benefit Source:
Matter workflows, document versioning, approval routing, and contextual collaboration.
Matter execution:
Manages assigned matters, tasks, and deadlines with full context.
Contract review
Reviews, redlines, and approves agreements within structured workflows.
Legal Collaboration
Coordinates with stakeholders through in-record communication and comments.
Core Legal Roles
Contracts Manager
Manages the end-to-end lifecycle of contracts, including drafting, review coordination, execution, renewals, and obligations.
- Benefit Statement:
SmartSuite streamlines contract workflows and ensures nothing is missed across reviews, approvals, and renewals.
- Benefit Source:
Contract lifecycle workflows, renewal alerts, approval routing, and audit logs.
Contract Lifecycle Management
Tracks contracts from draft to execution and renewal.
Approval coordination
Routes agreements to Legal, Finance, Risk, and business approvers.
Renewal & Obligation Tracking
Monitors key dates, notice periods, and commitments.
Core Legal Roles
Paralegal / Legal Assistant
Supports attorneys with documentation, filings, matter coordination, and administrative legal tasks.
- Benefit Statement:
SmartSuite centralizes legal support work, reducing manual follow-up and improving accuracy and responsiveness.
- Benefit Source:
Task management, document repositories, reminders, and workflow tracking.
Document Management
Uploads, organizes, and maintains legal records and exhibits.
Task Coordination
Tracks deadlines, filings, and follow-ups across matters.
Workflow Support
Assists with intake processing, approvals, and reporting prep.
Governance, Policy & Compliance Roles
Policy & Governance Manager
Oversees legal policies, standards, training requirements, and attestations across the organization.
- Benefit Statement:
SmartSuite provides structured policy governance with full traceability and recurring review automation.
- Benefit Source:
Policy lifecycle workflows, version control, attestation tracking, and audit history.
Policy Lifecycle Management
Drafts, reviews, publishes, and updates policies.
Attestation Tracking
Monitors employee acknowledgments and completion status.
Governance Reporting
Provides audit-ready policy and compliance evidence.
Governance, Policy & Compliance Roles
Compliance Counsel
Advises on regulatory obligations and ensures legal compliance across contracts, operations, and business processes.
- Benefit Statement:
SmartSuite connects regulatory requirements to legal work, improving compliance consistency and audit readiness.
- Benefit Source:
Regulatory mapping, linked obligations, evidence repositories, and dashboards.
Regulatory Interpretation
Reviews legal obligations tied to contracts and operations.
Compliance Validation
Confirms documentation and controls meet regulatory expectations.
Audit Support
Produces defensible records for regulators and auditors.
Cross-Functional Business Users
Business Stakeholder / Requestor
Submits legal requests and participates in contract or matter reviews related to business activities.
- Benefit Statement:
SmartSuite provides transparency and predictability for legal requests, reducing delays and confusion.
- Benefit Source:
Structured intake forms, request tracking, notifications, and role-based views.
Legal Request Submission
Submits contracts, reviews, or advisory requests through standardized forms.
Status Visibility
Tracks progress, ownership, and next steps without email follow-ups.
Approval Participation
Reviews and approves legal documents when required.
Cross-Functional Business Users
Procurement Manager (Legal Collaboration)
Coordinates with Legal on vendor contracts, sourcing events, and supplier obligations.
- Benefit Statement:
SmartSuite aligns Procurement and Legal workflows to accelerate contracting while maintaining governance.
- Benefit Source:
Linked vendor records, contract workflows, approval routing, and obligation tracking.
Contract Collaboration
Works with Legal on vendor agreements and amendments.
Approval Alignment
Participates in contract reviews and approval workflows.
Renewal Awareness
Tracks contract timelines and obligations tied to procurement activity.
Built for Every Role in Higher Education
Whether you’re an AVP, Institutional Effectiveness leader, Student Affairs director, department admin, or IT stakeholder — SmartSuite provides connected workflows for the work that keeps campuses running.
Flexible Pricing Designed for Every Organization
Whether you’re a growing team or a global enterprise, SmartSuite’s pricing adapts to how your business works.
Choose platform-wide access with user-based pricing or tailor licenses to your organization’s scale and structure with our solution-based model.
User-Based Pricing
provides access to the entire SmartSuite platform under one per-user license, perfect for connected workflows across teams and departments.
Solution-Based Pricing
is purpose-built for enterprises with thousands to tens of thousands of users, offering the flexibility to license only the specific SmartSuite Solutions needed for scale, compliance, and control.
User-Based Pricing: Simplify Access Across Every Team
Our Team, Pro, and Enterprise plans make it easy to scale access across your organization. Each licensed user
can access all SmartSuite solutions — with predictable pricing that grows as you do.
- One per-user license for all SmartSuite solutions.
- Ideal for organizations connecting workflows across departments.
- Seamlessly scalable across teams and business functions.
- Available in Team, Pro, and Enterprise plan tiers.
unified access.
- SmartSuite AI
- Min 3 Billable Users
- Unlimited Solutions
- 5,000 Records per Solution
- 50GB of File Storage
- 30 Days Recycle Bin
- SmartSuite AI
- Min 5 Billable Users
- Unlimited Solutions
- 100,000 Records per Solution
- 100GB of File Storage
- 45 Days Recycle Bin
- Folders
- Gmail and Outlook Integrations
- Advanced Permissions
- SmartSuite AI
- Min 10 Billable Users
- Unlimited Solutions
- 400,000 Records per Solution
- 500GB of File Storage
- 60 Days Recycle Bin
- SSO
- SCIM User Provisioning
- SCIM-Synced User Groups
- Audit Logs
- IP Address Restrictions
- Data Loss Prevention (DPL)
- European Data Residency
- Premium Support
Solution-Based Pricing: Purpose-Built for Enterprise Scale
For global organizations and regulated industries requiring complex governance or large-scale rollouts, SmartSuite offers a Solution-Based pricing model. This model allows enterprises to license specific SmartSuite Solutions — such as GRC, ITSM, or Procurement — for tens of thousands of users, tailored to their exact needs.
- Tailored Licensing — Structure licenses by department, region, or regulatory requirement.
- Purpose-Built for Scale — Designed for enterprises managing thousands of users.
- Customizable Agreements — Includes the ability to tailor terms and access levels to meet unique business needs.
- Enterprise Confidence — Built for large financial institutions, insurers, and global enterprises who require high-performance
and governance.
- Audit Management
- Issues Management
- Operational Resilience
- Business Impact Analysis (BIA)
- Incident Management
- Crisis Management
- Enterprise Risk Management:
- Third-Party Risk
- Vendor Portal
- Cyber Threat Management
- RCSA (Risk & Control Self-Assessment):
- Issues Management
- Business Structure
- Contract Management
- Policy Management
- Regulatory Change Management
- SOC 2 Compliance
- CRI Profile Compliance
- Control Framework & Regulatory Libraries
- Compliance Assessments & Testing
- ESG & Sustainability Management
Compare Our Pricing Models
Frequently Asked Questions
Answers to common questions about SmartSuite’s pricing models, plan options, and onboarding programs.
SmartSuite offers four plan types: Team, Pro, Enterprise, and Signature.
- Team, Pro, and Enterprise Plans use a per-user pricing model with feature and usage limits designed to scale as your organization grows.
- Signature Plan provides per-solution pricing for enterprises that need to license specific SmartSuite Solutions — such as GRC, ITSM, or Procurement — for large user populations with advanced governance and support requirements.
You can start by filling out the partner program registration form here.
By signing up to the Service Provider Partner Program you agree to our terms and conditions.
There is no cost. However, there are additional eligibility requirements to join.
First, you must be a customer of SmartSuite to be eligible to participate in the Service Provider Partner program. We believe it is important for all of our partners to be active SmartSuite users (minimum 5 active account members). It’s difficult to recommend a SaaS product that you do not see value in using yourself!
Additionally, you must have 15+ employees and $1.5M in annual revenue to join our network of solution partners.
You will be able to work leads through your sales process to a closed-won or closed-lost state.
You will be able to work leads through your sales process to a closed-won or closed-lost state.
Flexible Pricing for Institutions of All Sizes
SmartSuite offers EDU pricing options that scale from departments to divisions to institution-wide site licenses — with guest user ratios ideal for faculty and staff collaboration.
.jpeg)
-min.png)
.jpeg)
.png)
-min.jpeg)
-min.png)
SmartSuite Resources
Everything you need to learn, build, connect, and grow with SmartSuite — from expert guidance and self-paced learning to community collaboration and continuous innovation.
SmartSuite Academy
Demo Library
Support
Customer Stories
Feature Requests
Community
Developer Resources
Getting Started with SmartSuite
Learn the SmartSuite layout: workspace, Solutions, Views, Records. See how to navigate, search, filter, and create items to get productive fast.
Understand the Homepage layout: sidebar, header, search, and activity. Pin favorites, review assignments, and launch Solutions with one click. Make it your daily command center.
See your data from every angle. Learn Grid, Kanban, Calendar, and more. Switch views, sort and filter, group records, and save personal or shared views for repeatable workflows.
Explore SmartSuite field types: text, number, date, select, user, files, links, formulas, lookups, and more. Learn when to use each to capture, calculate, relate, and display data clearly.
Your command center: one Dashboard to track goals, tasks, and dependencies. Mix charts with lists, watch trends over time, and click through to fix issues immediately.
Automations do the busywork. Set a trigger, choose actions—notify people, update fields, create records, send webhooks—and let SmartSuite run it whenever conditions are met.
Set permissions once, scale safely. Use solution roles, table permissions, and saved views with filters to expose only relevant records to each team or stakeholder group.
Prompt-driven automations. Provide instructions with placeholders for record fields; AI uses that context to produce exactly what you need, then the automation stores or sends it.
Use Formula fields to calculate values from other fields. Combine math, logic, and text to automate totals, statuses, scores, and dynamic results across records. Quickly.
Use Power Search to instantly find records across fields and Solutions. Combine keywords, filters, and operators to pinpoint exactly what you need in seconds.
Stay informed with SmartSuite notifications. Get real-time alerts for updates, assignments, comments, and changes so you never miss important activity.
Star items you use most to access them fast. Keep important Solutions, Views, and records pinned for quick access and a more focused daily workflow.
Resources to Help You Improve Campus Operations
Explore case studies, assessment guides, operational workflows, and research management templates built for higher education teams.