Fortva

What is Fortva?

Fortva is a unified Document Management and Contract Lifecycle Management (CLM) platform. The system centralizes document storage, version control, and contract workflows within a single, auditable environment.

Core Functionality

Contract Lifecycle Management (CLM): Automates the end-to-end contract workflow, including drafting, redlining, approval, execution, and renewal tracking.
Document Management: Provides centralized storage with integrated version control and metadata management.
Workflow Automation: Utilizes configurable logic to automate approval routing, notification triggers, and task assignments.
Automated Data Extraction: Employs OCR and machine learning to extract key metadata and contractual obligations from unstructured documents.

Technical Specifications & Features

Workflow Engine: Supports custom-defined approval hierarchies, multi-stage review processes, and automated expiration alerts.

Security & Compliance:

Access Control: Granular, role-based access control (RBAC) for internal teams, clients, and third-party stakeholders.
Auditability: Comprehensive audit trails capturing all document modifications, access events, and approval timestamps.
Encryption: Implementation of industry-standard encryption protocols for data at rest and in transit.

Integration Framework:

Document Processing: Native support for Microsoft Word (redlining/track changes) and PDF.
E-Signature: Integrated workflows for legally binding electronic signatures.
Extensibility: API-driven architecture allowing integration with CRM (Salesforce), ERP, and common productivity suites (Microsoft 365/Google Workspace) via webhooks and standard connectors.

Operational Impact

Fortva reduces manual intervention in the document lifecycle by automating repetitive administrative tasks. By consolidating DMS and CLM functions, the platform reduces fragmented data silos, ensures policy compliance through standardized workflows, and accelerates the contract execution cycle.