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What is Omi?

Omi presents a cohesive platform that allows for thorough management and oversight of finances, contracts, and vendors, featuring an easy onboarding process alongside strong controls. Effortlessly enhance your contract and vendor management workflows with Omi’s user-friendly tools. The system simplifies vendor tracking while providing you with actionable financial insights, effectively replacing cumbersome spreadsheets. All contracts are centralized in one accessible location, ensuring they remain consistently updated. With a single dashboard, you can quickly access upcoming renewals and notifications. The platform’s robust financial controls support effective budgeting and strategic planning. You can easily search for and collaborate on contracts, which helps to reduce inefficiencies and maximize your savings potential. Incorporate your financial policies into every purchase and request to maintain tight control over cash flow through efficient invoice reconciliation, seamless accounting integration, and organized payment workflows. Omi acts as the ultimate source of truth for all your financial and operational requirements. Additionally, effortlessly link your procurement technology stack with Omi for improved visibility and control, all while minimizing disruptions for your stakeholders. This integration empowers your organization to make well-informed decisions and enhances overall operational efficiency.

What is IntelloSync?

For in-house legal, compliance and procurement teams, IntelloSync replaces scattered tools with one AI-native platform covering contracts, compliance, vendors, documents and litigation. IntelloContract keeps negotiation in real Microsoft Word, checks clauses against your playbook and signs with Aadhaar eSign, DSC, Zoho Sign or DocuSign, including Indian e-stamping. IntelloComply maintains a cited register of statutory obligations, a licence register and a compliance calendar with owners and audit evidence. IntelloVendor runs supplier onboarding, due diligence and risk tiering. IntelloVault stores, OCRs and indexes every document with retention rules. IntelloCase tracks matters, hearings, deadlines, legal holds, outside counsel and invoices, with an AI audit of counsel bills. Modules share one repository and permission model, are priced per module with unlimited users, and run on an ISO/IEC 27001:2022 certified platform built for India, the US and APAC.

Media

Media

Integrations Supported

Docusign
Google Calendar
Google Sheets
Microsoft Excel
Microsoft Outlook
QuickBooks Online
Slack
Xero

Integrations Supported

Docusign
Microsoft Word
Zoho Sign

API Availability

API Availability

Pricing Information

$99 per month
Free Version

Pricing Information

Contact for a quote
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Not specified

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

Omi

Date Founded

2021

Company Location

United States

Company Website

www.tryomi.com

Company Facts

Organization Name

IntelloSync

Date Founded

2023

Company Location

India

Company Website

intellosync.com

Categories and Features

Contract Management

Not specified

Document Management

Not specified

Vendor Management

Not specified

Categories and Features

AI Legal

IntelloSync utilizes artificial intelligence to enhance internal legal operations in India. This includes a Microsoft Word Copilot extension that analyzes clauses in relation to your specific guidelines, AI-driven extraction of obligations and essential terms from legal documents and regulations, automated case summaries for filings and orders, and an AI-based examination of invoices from external legal counsel.

Not specified

Compliance

IntelloComply is the compliance management solution offered by IntelloSync, designed specifically for businesses operating in India. It includes over 300 regulatory obligations, more than 340 compliance controls, 43 event-driven triggers, and a comprehensive list of 46 different types of licenses and registrations. The module customizes each client's compliance register based on their unique entities, locations, and licenses. Key obligations derived from regulations and contracts are organized in a compliance calendar, which features designated owners, reminder notifications, escalation processes, and readily available audit evidence, ensuring that upcoming filings or renewals are highlighted well in advance.

Not specified

Contract Lifecycle Management (CLM)

IntelloContract is an AI-driven Contract Lifecycle Management (CLM) solution designed for India, the United States, and the Asia-Pacific region. Legal teams collaborate directly within Microsoft Word with preserved tracked changes. The Copilot feature assesses clauses based on the established playbook, while approval workflows are organized according to contract value. For signing, options include Aadhaar eSign, Digital Signature Certificates (DSC), Zoho Sign, or DocuSign, complete with electronic stamping. Key obligations and renewal dates are seamlessly extracted into personalized task lists. The pricing model is structured per module, allowing for unlimited user access.

Not specified

Contract Management

IntelloContract streamlines the entire contract lifecycle, from initial request to final renewal. It features a comprehensive library of templates and clauses, enables negotiations directly within Microsoft Word while preserving tracked changes, and utilizes AI for review based on your specific playbook. It organizes approvals based on value and type, supports e-signatures through Aadhaar eSign, DSC, Zoho Sign, or DocuSign, incorporates Indian e-stamping, and maintains a searchable database that includes obligations and renewal notifications.

Not specified

Digital Signature

IntelloSync streamlines the contract signing process by integrating it directly into the contract workflow, eliminating the need for separate tools like Aadhaar eSign, DSC, Zoho Sign, and DocuSign. It also features digital e-stamping tailored for Indian states, supports multi-party signing sequences, and ensures that the finalized document is automatically archived in the repository along with its audit trail.

Not specified

Document Management

IntelloVault serves as the document management component of IntelloSync, providing a centralized storage solution for contracts, board meeting materials, policies, licenses, and other important records. This module features optical character recognition (OCR) and allows for comprehensive text searches across both scanned documents and digital files. Users benefit from organized folder structures, role-specific access controls, a history of document versions, and established retention guidelines. Importantly, IntelloVault is interconnected with the contract, compliance, vendor, and litigation modules, enabling documents to be stored just once while remaining accessible from any of these related areas.

Not specified

Legal Document Management

IntelloSync provides legal teams with a centralized platform for managing contracts, legal opinions, pleadings, and board and secretarial documents. It features optical character recognition (OCR), comprehensive text search capabilities, access controls tailored to specific matters and teams, as well as version tracking and retention policies. This solution seamlessly integrates across its contract, compliance, and litigation modules.

Access Controls
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Version Control

Litigation Management

IntelloCase serves as the litigation management component of IntelloSync, specifically designed for in-house legal departments in India. This comprehensive tool consolidates all cases and legal notices into a single register, detailing the forum, current stage, upcoming hearing dates, limitations, and deadlines, complete with automated reminders. It also features legal hold capabilities, outside counsel management and engagement agreements, as well as budgeting that tracks variances by phase. Additionally, invoices from counsel undergo verification through an AI-driven audit process. All matters are connected to their originating contracts for seamless reference.

Not specified

Matter Management

IntelloCase provides comprehensive management of legal cases from start to finish. It includes features for matter intake, tracking various stages and tasks, managing outcomes, maintaining a hearing calendar, and monitoring important deadlines. The platform also facilitates legal holds with tracking acknowledgments, coordinates with outside counsel, and enables budget management with phase-based variance analysis. Additionally, it offers a review of counsel invoices through AI tools that ensure compliance with legal billing standards.

Not specified

Vendor Management

IntelloVendor streamlines the entire supplier management process, covering everything from onboarding to contract renewals. It features a user-friendly self-service onboarding portal that facilitates document collection, and utilizes AI technology to analyze submitted vendor documents and automatically populate assessments. The platform also includes due diligence procedures, risk categorization, and maintains a comprehensive record of supplier contracts, performance evaluations, and renewals. This solution is specifically designed for Indian enterprises and regulated organizations that need to effectively manage third-party risks.

Not specified

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