Icertis

Supergood | Icertis API

Alex Klarfeld

Alex Klarfeld

— 7 min read
Supergood | Icertis API

Programmatically access contract records, approvals, clause data, obligations, and document versions from Icertis Contract Intelligence (ICI) with a stable REST API. Supergood builds and operates production-grade, unofficial Icertis integrations so your team can automate CLM workflows without heavy custom engineering.

Plain English: Icertis is enterprise contract lifecycle management software that helps sophisticated in-house legal teams author, negotiate, approve, execute, and manage obligations for every agreement across the business. It centralizes contracts and key terms, enforces clause and approval playbooks, tracks obligations and renewals, and provides analytics and audit trails.

For a tech company integrating with Icertis—especially one building legaltech for customers who use iManage—you can pull normalized contract metadata, clauses, approval status, and obligation schedules into your platform; push new contract requests and third-party paper for review; attach executed copies sourced from iManage; and synchronize approval decisions, tasks, and matter files. This enables features like matter-aware contract intake, clause deviation reporting, unified approval queues, automated reminders for renewal/notice windows, and seamless document handoffs between iManage workspaces and the contract record in Icertis.

What is Icertis?

Icertis (https://www.icertis.com) is a leading Contract Lifecycle Management (CLM) platform used by legal, procurement, sales, and finance teams to manage the end-to-end lifecycle of commercial agreements.

Core product areas include:

  • Contract Authoring & Negotiation (templates, clause library, playbooks, redlining)
  • Workflow & Approvals (policy-driven routing, role/queue assignments, audit)
  • Third-Party Paper & AI (ingestion, clause extraction, risk flags, deviation analysis)
  • Obligations & Compliance (deliverables, notices, milestones, SLAs)
  • Amendments & Renewals (versioning, change tracking, auto-renew logic)
  • Repository & Search (metadata, full-text search, reporting)
  • Integrations (CRM, ERP, procurement, DMS including iManage)

Common data entities:

  • Contracts (MSA, NDA, SOW, Order Form, Amendment, Renewal)
  • Counterparties (customers, suppliers, partners, affiliates)
  • Clauses & Templates (standard language, playbook rules, fallbacks)
  • Documents & Versions (drafts, redlines, executed copies)
  • Approval Workflows (steps, assignments, decisions, timestamps)
  • Obligations & Milestones (type, due date, owner, status, completion evidence)
  • Amendments (linked versions and deltas to terms)
  • Users/Roles (legal reviewer, commercial approver, business owner)
  • Audit Events (who did what, when, before/after values)

The Icertis Integration Challenge

Legal teams rely on Icertis daily, but turning portal-centric contracting into API-driven automation can be challenging:

  • Complex authoring and third‑party paper: Clause extraction, deviation scoring, and fallback selection require consistent handling and auditability
  • Multi-step approvals: Policy-based routing across business units and regions needs robust orchestration and permission-aware automation
  • Version sprawl: Drafts, redlines, amendments, and executed copies must be correlated to a single contract record with precise lineage
  • Obligation tracking: Notice windows, deliverables, and renewals span months to years and demand reliable reminders and status sync
  • Authentication & SSO: Enterprise tenants often use SSO/MFA (e.g., Azure AD) with session lifecycles that complicate headless access
  • Entitlements & segregation: Role-based visibility, matter security, and regional rules must be respected across teams
  • iManage alignment: Document IDs, workspace/matter mapping, and check-in/check-out flows need careful coordination to avoid duplicates

How Supergood Creates Icertis APIs

Supergood reverse-engineers authenticated browser flows and network interactions to deliver a resilient API endpoint layer for your Icertis tenant.

  • Handles username/password, SSO/OAuth, and MFA (SMS, email, TOTP) securely
  • Maintains session continuity with automated refresh and change detection
  • Normalizes contract, clause, approval, obligation, and document schemas for consistent integration
  • Aligns with customer entitlements and role-based permissions to ensure compliant access
  • Supports high-volume operations (intake, approvals, document sync) with polling or webhooks for long-running tasks (e.g., AI extraction)

Use Cases

Matter-Aware Contract Intake for iManage Users

  • Create contract requests linked to iManage workspaces and matters
  • Pull third-party paper from iManage and create Icertis records automatically
  • Keep executed documents synchronized across both systems with version lineage

Third-Party Paper Review & Clause Deviation Analysis

  • Ingest external agreements and run clause extraction and deviation scoring
  • Flag risky language and propose playbook-compliant fallbacks
  • Store reviewer notes and redlines while preserving an audit trail

Approval Workflow Synchronization

  • Start approvals from your app and assign to the right groups/roles
  • Mirror approval queues in your case or ticketing system
  • Publish decisions back to Icertis with rationale and timestamps

Obligations & Renewal Management

  • Generate obligations from key terms and assign owners
  • Deliver reminders and task sync for notice periods and deliverables
  • Track completion with evidence and update contract status

Unified Repository & Reporting

  • Search contracts and clauses by metadata, business unit, and counterparty
  • Build dashboards for cycle time, deviation rates, and approval SLAs
  • Export immutable audit logs for governance and compliance

Available Endpoints

Authentication

POST /sessions: Establish a session using credentials. Supergood manages MFA (SMS, email, TOTP) and SSO/OAuth when enabled. Returns a short-lived auth token maintained by the platform.

curl --request POST \
  --url https://api.supergood.ai/integrations/<integration_id>/sessions \
  --header 'Authorization: Basic <Base64 encoded token>' \
  --header 'Content-Type: application/json' \
  --data '{
    "username": "[email protected]",
    "password": "<password>",
    "mfa": { "type": "totp", "code": "123456" }
  }'

Example response

{
  "authToken": "eyJhbGciOi...",
  "expiresIn": 3600,
  "user": {
    "id": "u_icrt_91af2d",
    "name": "Legal Operations",
    "entitlements": ["contracts", "approvals", "documents", "clauses"]
  }
}

POST /sessions/refresh: Refresh an existing token to keep sessions uninterrupted.

Contracts

POST /contracts: Create or update a contract record and optionally initiate approval.

curl --request POST \
  --url https://api.supergood.ai/integrations/<integration_id>/contracts \
  --header 'Authorization: Bearer <authToken>' \
  --header 'Content-Type: application/json' \
  --data '{
    "externalId": "matter-IM12345-nda",
    "title": "Mutual NDA with Acme Corp",
    "type": "NDA",
    "category": "Confidentiality",
    "businessUnit": "North America Sales",
    "counterparties": [
      {"role": "customer", "name": "Acme Corp", "counterpartyId": "cp_00291"},
      {"role": "internal", "name": "YourCompany Inc."}
    ],
    "effectiveDate": "2026-02-01",
    "term": {"type": "fixed", "endDate": "2027-02-01"},
    "renewal": {"autoRenew": false, "noticePeriodDays": 30},
    "monetary": {"value": 0, "currency": "USD"},
    "iManage": {"workspaceId": "W-9087", "matterNumber": "IM12345"},
    "tags": ["third_party_paper", "priority"],
    "workflow": {"startApproval": true, "policy": "legal_standard"}
  }'

Example response

{
  "contractId": "ctr_a719b0",
  "status": "in_review",
  "approval": {"approvalId": "apr_41e2c7", "status": "pending"},
  "createdAt": "2026-02-20T10:48:33Z"
}

GET /contracts: List contracts with filters for status, type, counterparty, and update windows.

Query parameters

  • status: draft | in_review | approved | executed | active | expired
  • type: NDA | MSA | SOW | OrderForm | Amendment
  • counterpartyId: string
  • updatedFrom, updatedTo: ISO 8601 timestamps
  • page, pageSize: integers for pagination

Example response

{
  "items": [
    {
      "contractId": "ctr_a719b0",
      "title": "Mutual NDA with Acme Corp",
      "type": "NDA",
      "status": "in_review",
      "counterparties": [
        {"role": "customer", "name": "Acme Corp", "counterpartyId": "cp_00291"}
      ],
      "effectiveDate": "2026-02-01",
      "iManage": {"workspaceId": "W-9087", "matterNumber": "IM12345"},
      "updatedAt": "2026-02-20T10:58:04Z"
    }
  ],
  "page": 1,
  "pageSize": 50,
  "total": 1
}

Approvals

POST /contracts/{contractId}/approvals: Start or reroute an approval workflow and assign approver groups.

curl --request POST \
  --url https://api.supergood.ai/integrations/<integration_id>/contracts/ctr_a719b0/approvals \
  --header 'Authorization: Bearer <authToken>' \
  --header 'Content-Type: application/json' \
  --data '{
    "policy": "legal_standard",
    "approverGroups": [
      {"name": "Legal Review", "role": "legal_reviewer"},
      {"name": "Business Owner", "role": "business_approver"}
    ],
    "slaDays": 3,
    "comments": "Urgent NDA for sales demo next week"
  }'

Example response

{
  "approvalId": "apr_41e2c7",
  "status": "pending",
  "steps": [
    {"stepId": "stp_1", "queue": "Legal Review", "assignedTo": ["u_icrt_legal_01"], "status": "waiting"},
    {"stepId": "stp_2", "queue": "Business Owner", "assignedTo": ["u_icrt_bus_17"], "status": "waiting"}
  ],
  "createdAt": "2026-02-20T11:02:45Z"
}

PATCH /contracts/{contractId}/approvals/{approvalId}: Update approval decisions, add notes, and advance workflow.

curl --request PATCH \
  --url https://api.supergood.ai/integrations/<integration_id>/contracts/ctr_a719b0/approvals/apr_41e2c7 \
  --header 'Authorization: Bearer <authToken>' \
  --header 'Content-Type: application/json' \
  --data '{
    "decisions": [
      {"stepId": "stp_1", "action": "approve", "rationale": "Standard NDA; no deviations."}
    ],
    "referenceId": "ticket-9021"
  }'

Example response

{
  "approvalId": "apr_41e2c7",
  "status": "in_progress",
  "updatedBy": {"userId": "u_icrt_legal_01", "name": "Counsel"},
  "updatedAt": "2026-02-20T11:10:19Z"
}

Documents

POST /contracts/{contractId}/documents: Attach a document from iManage and designate its role.

curl --request POST \
  --url https://api.supergood.ai/integrations/<integration_id>/contracts/ctr_a719b0/documents \
  --header 'Authorization: Bearer <authToken>' \
  --header 'Content-Type: application/json' \
  --data '{
    "source": "imanage",
    "workspaceId": "W-9087",
    "documentId": "D-554321",
    "version": 4,
    "fileName": "NDA_Acme_v4.docx",
    "role": "third_party_paper"
  }'

Example response

{
  "documentLinkId": "doclnk_72b913",
  "processingStatus": "extraction_in_progress",
  "createdAt": "2026-02-20T11:15:02Z"
}

GET /contracts/{contractId}/documents: List linked documents and versions.

Example response

{
  "items": [
    {
      "documentLinkId": "doclnk_72b913",
      "source": "imanage",
      "workspaceId": "W-9087",
      "documentId": "D-554321",
      "version": 4,
      "role": "third_party_paper",
      "status": "available"
    },
    {
      "documentLinkId": "doclnk_88c004",
      "source": "icertis",
      "version": 1,
      "role": "executed_copy",
      "status": "available"
    }
  ],
  "total": 2
}

Get full API Specs →

Technical Specifications

  • Authentication: Username/password with MFA (SMS, email, TOTP) and SSO/OAuth where enabled; supports service accounts or customer-managed credentials
  • Response format: JSON with consistent resource schemas and pagination across modules
  • Rate limits: Tuned for enterprise throughput while honoring customer entitlements and usage controls
  • Session management: Automatic reauth and cookie/session rotation with health checks
  • Data freshness: Near real-time retrieval of contracts, approvals, clauses, and documents
  • Security: Encrypted transport, scoped tokens, and audit logging; respects Icertis role-based permissions and matter security
  • Webhooks: Optional asynchronous delivery for long-running workflows (e.g., AI clause extraction, multi-step approvals)

Performance Characteristics

  • Latency: Sub-second responses for list/detail queries under normal load; extraction and approval timings reflect underlying platform behavior
  • Throughput: Designed for high-volume intake, approval queue synchronization, and document linking with iManage
  • Reliability: Retry logic, backoff, and idempotency keys minimize duplicates and support at-least-once processing
  • Adaptation: Continuous monitoring for UI/API changes with rapid adapter updates

Getting Started

  1. Schedule Integration Assessment

Book a 30-minute session to confirm your modules, licensing, and authentication model.

  1. Supergood Builds and Validates Your API

We deliver a hardened Icertis adapter tailored to your workflows and entitlements.

  1. Deploy with Monitoring

Go live with continuous monitoring and automatic adjustments as Icertis evolves.

Schedule Integration Call →

Frequently Asked Questions

Q: Which Icertis modules can this integration cover?

Supergood supports workflows commonly used for CLM, including Authoring & Negotiation (templates, clauses), Approvals (policies, queues), Third-Party Paper & AI (extraction, deviation scoring), Repository & Search (metadata, versions), and Obligations/Renewals (deliverables, notices), subject to your licensing and entitlements. We scope coverage during integration assessment.

Q: How are MFA and SSO handled for automation?

We support username/password + MFA (SMS, email, TOTP) and can operate behind SSO/OAuth when enabled. Sessions are refreshed automatically with secure challenge handling and monitoring for session expiry.

Q: Do you support iManage document synchronization?

Yes. We can link iManage workspace and document IDs to contract records, ingest third‑party paper for clause analysis, and push executed copies back to iManage while maintaining version lineage and audit trails.

Q: Can you surface clause deviations and approval SLAs?

We normalize clause extraction outputs and deviation flags into a consistent schema. Approval steps, assignments, and timestamps are standardized so you can report on bottlenecks and SLA adherence across business units.

Q: How are obligations and renewals tracked?

We mirror obligation schedules (type, owner, due date) and send reminders or webhooks into your task system. Notice windows and renewal options are captured from contract terms and updated when amendments occur.

Ready to automate your Icertis workflows?

Supergood can have your Icertis integration live in days with no ongoing engineering maintenance.

Get Started →

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