Microsoft Outlook Contract Management Integration | CLMS 360
Microsoft Outlook Add-in

Turn emails into contract actions

CLMS 360 for Outlook converts email threads into contract requests, routes approvals, and tracks renewals — all from the inbox your team already lives in, without switching tools.

Product screenshot
CLMS 360 contract creation panel inside Outlook · 1200×900px · PNG/WebP
Why teams connect CLMS 360 to Outlook

Start, manage, and send agreements without changing tools

Contract requests start as emails long before they reach a CLM system. CLMS 360 meets that request where it already lives, so nothing gets re-typed, re-forwarded, or lost in a folder.

Create contracts from email

Turn an email thread into a new contract request without leaving Outlook or retyping the details.

Inbox approvals

Approve, reject, or comment on contract requests directly from Outlook, without a separate login.

Centralized contract threads

Every email tied to a contract stays linked to its record, instead of scattered across inbox folders.

Renewal & deadline reminders

Renewal, expiry, and approval deadlines land as reminders in the inbox contract owners check first.

Attachment intake

Attachments sent in a linked email are captured and stored against the contract record automatically.

Real-time status updates

Status changes on a contract post back to the original email thread, so nobody has to ask for an update.

How it works

From inbox to signed contract, without changing tools

The CLMS 360 Outlook add-in sits inside the message pane, so contract requests move from email to a tracked record in a few clicks.

Workflow diagram
Email → Contract request → Approval → Tracked record, as an Outlook flow · 1000×625px · SVG/PNG
  1. Install the Outlook add-in

    Add CLMS 360 to Outlook once, and it appears in the message pane for every relevant email.

  2. Select an email to convert

    Open the thread that started the request and turn it into a new contract from inside Outlook.

  3. Map the key details

    Parties, contract type, and value carry over from the email into a new contract record.

  4. Route for approval

    Send the request for approval directly from the inbox, without switching to another system.

  5. Track it from Outlook

    Renewal dates, status changes, and reminders stay visible in the same inbox going forward.

Quick answers

What people ask before connecting Outlook to CLMS 360

Can I create a new contract directly from an Outlook email?

Yes — CLMS 360 lets you convert an email thread into a new contract request from within Outlook, so a request can move from inbox to draft without retyping details into a separate system.

Can I approve or reject contract requests from my inbox?

Yes — approvals, rejections, and status updates can be actioned directly from Outlook, keeping the decision attached to the same thread the request arrived in.

Will I get renewal and deadline reminders in Outlook?

Yes — CLMS 360 sends renewal, expiry, and approval deadline reminders into Outlook, so contract owners are notified in the inbox they already check first.

Common questions

Microsoft Outlook integration, answered

Can I create a new contract directly from an Outlook email?

Yes. CLMS 360 lets you convert an email thread into a new contract request from within Outlook, so a request can move from inbox to draft without retyping details into a separate system.

Can I approve or reject contract requests from my inbox?

Yes. Approvals, rejections, and status updates can be actioned directly from Outlook, keeping the decision attached to the same thread the request arrived in.

Does CLMS 360 keep email threads linked to the contract record?

Yes. Every email tied to a contract stays linked to its record in CLMS 360, so context, negotiation history, and approvals aren't scattered across separate inbox folders.

Will I get renewal and deadline reminders in Outlook?

Yes. CLMS 360 sends renewal, expiry, and approval deadline reminders into Outlook, so contract owners are notified in the inbox they already check first.

Do email attachments become part of the contract record automatically?

Yes. Attachments sent in a linked email are captured and stored against the contract record automatically, without a manual upload step.

Bring contract management into your inbox

A 30-minute walkthrough of contract creation, approvals, and renewal tracking inside Outlook.