Ironclad connector

Use your Ironclad data for reporting, automation and AI.

Data Panda brings your Ironclad data together with the data from the rest of your business. From one place, we turn it into dashboards, automations, AI workflows and custom apps your team uses every day.

About Ironclad

Enterprise contract lifecycle management built around AI clause extraction.

Ironclad was founded in San Francisco in 2014 by Jason Boehmig, a former Fenwick & West attorney who had built in-house contracting automations at the firm, and engineer Cai GoGwilt. The company went through Y Combinator in 2015, opened its first SOMA office, and now runs the contract lifecycle for Salesforce, L'Oreal, Dropbox, Asana, Mastercard, Zoom and OpenAI. In April 2025 former Docusign CEO Dan Springer took over the chief executive seat while Boehmig moved to Executive Chairman.

The platform covers the full contract lifecycle: intake, drafting, redlining, approvals, signing, the central repository, and post-signature obligations. The data model rests on workflows (templated contract processes with their own approvers and conditions), records (the executed agreements that land in the repository), parties, signers, milestones and properties. Properties are the structured fields that carry the metadata, with 175 built-in AI clauses that Ironclad detects automatically on executed contracts plus custom properties that legal teams train on their own examples. Ironclad AI sits across the platform for clause extraction, redlining suggestions and the Jurist agentic assistant launched in 2024.

The reason to pull Ironclad into a warehouse is that the contract is the moment a commercial commitment becomes binding, but the data lives behind a legal-ops boundary. The opportunity in Salesforce closes, the MSA gets signed in Ironclad, and the renewal date, auto-renew clause and termination-for-convenience window vanish into the repository until somebody pulls a report. Joined to the deal in the CRM, the invoice in the ERP and the headcount in the HRIS, those clauses turn into renewal pipeline, revenue at risk and supplier exposure that finance, sales and procurement can act on before the notice window closes.

What your Ironclad data is for

What you get once Ironclad is connected.

Contracts on the same line as deals and revenue

Ironclad workflows, records and AI-extracted clauses joined to CRM, ERP and HRIS data.

Signed MSAs matched to the Salesforce opportunity that produced them and the Exact Online invoices that follow
Renewal calendar built from auto-renew clauses, termination windows and notice periods, not a quarterly export
Redline-cycle time per counterparty type, paper type and approver, with the bottleneck named

Contract events trigger the systems downstream

Let Ironclad records drive sales, finance and procurement instead of waiting for legal to forward a PDF.

Signed contract pushes ARR, term, renewal date and key clauses back to the Salesforce opportunity
MSA approaching its termination-for-convenience window fires a Slack alert to the account owner with notice math attached
New vendor agreement opens the supplier record in the ERP with the right payment terms and GL coding

AI workflows on your contract corpus

Put your Ironclad repository behind AI that knows your paper, not only the prompt.

Clause-risk scoring trained on the redlines your team pushed back on, not on a generic playbook
Renewal-likelihood model combining contract terms, deal health, support load and product usage
Counterparty exposure rollup that totals liability caps, indemnity carve-outs and IP terms across every active agreement

Custom apps on your contract data

Internal tools the business asks for that Ironclad's standard repository views do not quite cover.

Account view with opportunity, signed contract, key clauses, invoice trail and renewal date on one row
Procurement dashboard with vendor agreements, spend commitment and termination windows ranked by value
Legal-ops throughput app showing contracts in flight by stage, paper type and approver bottleneck

Use cases

Use cases we deliver with Ironclad data.

A list of concrete reports, automations and AI features we have built on Ironclad data. Pick the one that matches your situation.

Renewal pipelineActive contracts ranked by renewal date, auto-renew status and notice window so account owners act before the clause fires.

Redline-cycle timeDays from first draft to signature broken down by counterparty type, paper template and approver.

Deal-to-contract handoffSalesforce opportunities matched to the Ironclad workflow they triggered, with stalls on either side flagged.

Counterparty exposureLiability caps, indemnity terms and IP clauses totalled per counterparty across every active agreement.

Approver bottleneckContracts in flight per approver, with average wait time and the workflows that sit longest on each desk.

Vendor commitmentProcurement contracts ranked by spend commitment, termination window and renewal date for the next cost review.

ARR vs paperSalesforce ARR reconciled with Ironclad-signed term value to catch the deals that signed off-paper or on a discount.

Custom-clause coverageWhich AI properties are filled across the repository, where extraction is reliable and where it still needs human review.

Termination-window watchMSAs entering their termination-for-convenience window in the next ninety days, ranked by ARR at risk.

Workflow throughputContracts started, signed and abandoned per workflow template, with conversion ratios per template owner.

Compliance auditSigned contracts checked against required clauses (DPA, SCCs, MNDA) for the audit pack.

Repository hygieneRecords missing parties, signers or critical properties, ranked so legal-ops fix the high-value ones first.

Real business questions

Answers you will finally get.

Which contracts are about to auto-renew this quarter?

Active Ironclad records ranked by renewal date, auto-renew clause and notice window, joined to the Salesforce account and the latest invoice. Account owners and legal-ops see which contracts need a renegotiation conversation now and which will roll silently if nobody acts, instead of pulling a quarterly export and crossing dates by hand.

Where is the redline cycle losing days?

Workflows ranked by time-in-stage on draft, redline, approval and signature, broken down by counterparty type, paper template and approver. Legal-ops see the specific desk, template or third-party where contracts wait, and the warehouse keeps the history so the next quarter's improvement plan reads from real cycle times.

What is our exposure across signed contracts on this counterparty?

Every active agreement with the same counterparty rolled up by liability cap, indemnity carve-out, IP terms and termination rights. Procurement and legal see the consolidated picture before opening a renewal, instead of reading three executed PDFs side by side.

Value for everyone in the organisation

Where each function gets value.

For finance leaders

Signed contract value reconciled against Salesforce ARR and Exact Online invoiced revenue, with auto-renew, notice and termination clauses on the same line. Renewal forecast, revenue at risk and unbilled commitment move out of a quarterly spreadsheet onto a dashboard the controller refreshes once.

For sales leaders

Pipeline coverage tied to Ironclad workflow stage, redline cycle time and approver bottleneck per opportunity. Account executives see which deals are stuck in legal and on whose desk, and the renewal book shows ARR at risk before the notice window closes.

For operations

Vendor agreements ranked by spend commitment, termination window and renewal date alongside actual ERP spend. Procurement leads enter every renewal cycle with consolidated counterparty exposure, not three executed PDFs and a memory of last year's negotiation.

Ideas

What you can automate with Ironclad.

Pair with Salesforce

Push Ironclad contract terms back to the Salesforce opportunity

Signed Ironclad records are matched to the Salesforce opportunity that produced them, and the term, ARR, renewal date, auto-renew flag and termination-for-convenience window flow back as fields on the opportunity and account. Forecasting reads from the contract that was signed, account executives see the renewal date next to the deal, and CS picks up the renewal book without legal forwarding a PDF.

Pair with HubSpot

Match Ironclad workflows to HubSpot deals and lifecycle stage

HubSpot deals are joined to the Ironclad workflow they triggered on company match and deal reference. Marketing and sales see which deals stall in redlining versus which sail through, the lifecycle stage advances on signature instead of on a manual update, and the renewal date lands on the contact and company record so customer marketing can plan around it.

Pair with Slack

Fire scoped Slack alerts on Ironclad workflow and renewal events

Workflow stalls in redlining or approval, contracts entering their termination-for-convenience window and signed records with missing critical properties push a scoped Slack message to the workflow owner, the legal-ops channel or the account team. Legal stops chasing approvers in DM threads and account owners catch the renewal conversation thirty days before it would have rolled silently.

Pair with monday.com

Track Ironclad workflows as boards in monday.com

Each Ironclad workflow type lands as a monday.com board item with stage, owner, counterparty and target signature date, updated as the workflow advances. Legal-ops manages the contract queue in the same tool the rest of the business uses for projects, and the redline-cycle dashboard reads from the same record instead of a separate spreadsheet.

Pair with Exact Online

Reconcile Ironclad contract value with Exact Online invoiced revenue

Signed Ironclad records are matched to the Exact Online customer and the invoices raised against them on counterparty, contract reference and term. Contracted ARR, invoiced revenue and unbilled commitment line up on one row, finance catches the customer that signed for more than is being billed, and the revenue forecast reads from the contract that was executed.

Pair with Workday

Tie Ironclad employment-related agreements to Workday headcount

Offer letters, NDAs, IP assignments and consulting agreements signed in Ironclad are matched to the Workday worker record on email, employee ID and start date. HR sees which employees have a complete signed pack before day one, legal catches the consulting agreement that is past its renewal date, and the audit pack pulls from one joined view instead of two systems.

Your existing tools

Your data lands in a warehouse. Your BI tools read from it.

You keep the reporting tool you already have. We connect it to the warehouse where your Ironclad data lives.

Power BI Microsoft

Fabric Microsoft

Snowflake Data warehouse

BigQuery Google

Tableau Visualisation

Excel Sheets & pivots

Three steps

From Ironclad to answers in three steps.

Connect securely

OAuth authentication. Read-only by default. We sign a DPA and your admin keeps the keys.

Land in your warehouse

Data flows into your warehouse on your schedule. Near real time or nightly, your call. You own the data.

Reporting, automation, AI

We build the first dashboard, workflow or AI feature with you, then hand over the keys. Or we stay on for ongoing delivery.

Two ways to work with us

Pick the track that fits how you work.

Track 01

Self-serve

We set up the foundation. Your team builds on top.

Ironclad connector configured and running
Warehouse set up in your cloud account
Clean access for your Power BI, Fabric or Tableau team
Documentation on what's in the data model
Sync monitoring so you're warned before reports break

Best fit Teams that already have a BI analyst or data engineer and want to own the build.

Track 02

Done for you

We build the whole thing, end to end.

Everything in Self-serve
Dashboards built to the questions your team actually asks
Automations between your systems
AI workflows scoped to real tasks your team runs
Custom apps where a dashboard does not cut it
Ongoing delivery at a pace that fits your team

Best fit Teams without in-house BI or dev capacity. You tell us what you need and we deliver it.

Before you book

Frequently asked questions.

Who owns the data?

You do. It lands in your warehouse, on your cloud account. We don't resell or aggregate it. If you stop working with us, the warehouse stays yours and keeps running.

How fresh is the data?

Near real time for most operational systems. For heavier sources we schedule hourly or nightly. You pick based on what the reports need.

Do I need a warehouse already?

No. If you don't have one, we help you pick one and set it up as part of the first delivery. Common starting points are Snowflake, Microsoft Fabric, or a small Postgres start.

Do you pull Ironclad workflows, records and AI-extracted clauses, or only the repository?

Both. Workflows (in-flight contract processes with their own approvers and conditions), records (the executed agreements in the repository), parties, signers, milestones and properties all come across. The 175 built-in AI clauses Ironclad detects on signed contracts land as columns next to the record, and any custom properties your legal team has trained come along too, so reports cover both the throughput side (cycle time, approver bottleneck) and the signed-paper side (renewal date, liability cap, termination window).

Does this need a separate Ironclad API package?

Yes. Beyond the Okta and SCIM integrations bundled with the base CLM plan, Ironclad's REST API and webhooks require their API Access add-on. Once that is in place, the connector pages requests inside the documented limits, runs incremental syncs after the initial backfill, and surfaces a clear log when a workflow or record fails to sync, so a busy repository never quietly drifts from the warehouse.

GDPR-compliant

Data stays in the EU

You own the warehouse

A first deliverable live in four to six weeks.

We review your Ironclad setup and the systems around it. Together we pick the first thing worth building.

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