Contract operations
| Capability | What it does | Where to learn more |
|---|---|---|
| Contract workspace | Central contract ledger with searchable records, saved views, owner assignment, subject-company scope, status, lifecycle stage, and sensitive-field handling. | Contract Workspace |
| Contract intake | Manual entry, contract file attachment, OCR-assisted extraction, mandatory field checks, and import/export for operational ledgers. | Contract Intake |
| Contract configuration | Contract type definitions, lifecycle templates, lifecycle stages, allowed transitions, required evidence, and generated fulfillment or receivable rules. | Contract Configuration |
| Dynamic fields | Tenant-defined fields for text, number, money, date, select, multi-select, boolean, URL, member, and attachment references. | Dynamic Fields |
| Workflow control | Role-gated transitions, workflow locks, required notes, required evidence, AI-review gates, fulfillment gates, and receivable gates. | Workflow |
Revenue and collections
| Capability | What it does | Where to learn more |
|---|---|---|
| Receivable plans | Track expected collection schedules by contract, milestone, or generated plan. | Payments & Invoices |
| Receipt recording | Record received amount, received date, payment method, and payment proof while enforcing amount validation. | Payments API |
| Invoice evidence | Attach invoice files and validate invoice totals against contract or receivable targets. | Payments & Invoices |
| Collections | Preview, send, and batch-run reminders through configured notification channels. | Collections |
| Dashboard | Monitor overdue receivables, upcoming payments, lifecycle status, and operational performance. | Dashboard |
Governance and administration
| Capability | What it does | Where to learn more |
|---|---|---|
| Tenant administration | Manage tenant settings, subject companies, members, invitations, roles, permissions, notification channels, and data-plane connections. | Tenant Administration |
| Role permissions | Gate modules such as contracts, payments, collections, files, audit, exports, workflow, and tenant administration by role and subject scope. | Roles & Permissions |
| Evidence trail | Keep file evidence and operation history tied to contracts, payments, workflow actions, and administrative changes. | Evidence Trail |
| Saved views | Save personal or team filters for repeated operational review, with locked team views for shared workflows. | Saved Views |
| Audit review | Review operations and evidence events for security, compliance, and account recovery investigations. | Audit API |
Integrations and API
| Capability | What it does | Where to learn more |
|---|---|---|
| Tenant API | Direct API access for Business, Enterprise, and Self-hosted plans, using tenant-scoped access tokens. | API Introduction |
| Authentication | Password sign-in, refresh tokens, MFA, passkeys, invitation acceptance, password reset, and SSO provider discovery. | Authentication |
| File API | Presigned upload intent, object upload, upload confirmation, scan gating, and secure download. | Files |
| AI gateway policy | Tenant-controlled provider and model allowlists for approved AI inspection workflows. | Integrations |
| Google Calendar | Connect calendar integrations and synchronize contract-related dates where enabled. | Integrations |
| Webhooks and notification channels | Use configured channels for collections and operational notifications. | Collections |
Enterprise deployment
| Capability | What it does | Where to learn more |
|---|---|---|
| Alforse Cloud | Hosted product with managed infrastructure, tenant isolation, and assisted onboarding or redemption-code access. | Quickstart |
| Enterprise self-hosted | Customer-operated runtime under a signed enterprise self-hosted license, with customer-managed databases, object storage, secrets, and file scanning. | Installation |
| Enterprise hybrid | Hosted application experience with selected business data routed to a customer-owned data plane. | Plans & Editions |
| Error handling | HTTP statuses and stable business error.code values for client integrations and operational troubleshooting. | Errors & Codes |
Plan gates
Some capabilities are plan-gated by server-side entitlement checks:- OCR intake, workflow automation, notification channels, and webhooks start on the Team plan.
- External API access starts on the Business plan.
- SSO, advanced audit export, customer-managed key controls, AI gateway policy controls, and private connectors are available on higher tiers.
- Enterprise self-hosted deployment requires the
self_hostedplan and a signed license.