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Glossary

TermDefinition
Approval CenterA personal queue showing all contracts currently awaiting your approval action
Approval WorkflowA configurable sequence of review and approval steps a contract must pass through before it is approved
ApproverA user assigned to review and approve (or reject) a contract at a specific workflow step
AuditorA built-in role with read-only access to all contracts and audit logs
Audit LogAn immutable, chronological record of all significant events in the system
ClauseA reusable, versioned piece of legal text stored in the Clause Library
Clause LibraryThe centralised repository of approved legal clauses
ContractA legally binding agreement managed in OpenCLM
Contract AuthorA user who creates and edits contracts
Contract ManagerA role with broad authority over the contract lifecycle
Contract TypeA category for contracts (e.g. NDA, SLA, Vendor, Employment)
CounterpartyThe external organisation or individual party to a contract
Department HeadA role with management authority over a specific department's contracts
DraftThe initial status of a contract when it is being authored
Effective DateThe date from which a contract becomes legally binding
Expiry DateThe date on which a contract terminates (unless renewed)
External CounselA role for external lawyers with limited read access to specific contracts
Finance ControllerA role responsible for reviewing financial terms in contracts
KeycloakThe open-source identity provider used by OpenCLM for authentication and SSO
Legal CounselA role with authority over clause library management and legal review
Multi-tenancyThe ability of a single OpenCLM instance to host multiple isolated organisations
ObligationA specific duty arising from a contract that must be fulfilled (e.g. a payment, a delivery, a report)
OpenSignThe open-source e-signature platform integrated with OpenCLM
OrganisationThe top-level tenant unit in OpenCLM
Procurement ManagerA role focused on vendor and procurement contracts
RBACRole-Based Access Control — the permission model used by OpenCLM
ReviewerA role that can comment on contracts but cannot approve them
RoleA named set of permissions assigned to users
SignatoryA role with authority to sign contracts via the e-signature workflow
Super AdminA role with unrestricted access to all organisations and features
TemplateA pre-built contract structure that speeds up authoring
Under ReviewThe contract status when it is in an active approval workflow
Version HistoryA record of all saved snapshots of a contract's body
WebhookAn HTTP callback triggered by OpenCLM events — used to integrate with external systems