FAQ
Straight answers about
how XClause actually works
Especially the integration questions, where the honest answer is more specific than most vendors give. Every answer here starts with a yes, a no, or an it depends.
XClause is contract lifecycle software, not a law firm. Templates are a starting point, not legal advice. Have your own counsel review documents for your jurisdiction.
PSA, RMM and accounting
Integrations, by direction
“Integrates with ConnectWise” is true of a hyperlink. These answers name the records and the direction instead.
Four: ConnectWise PSA, Autotask, HaloPSA and SuperOps, each connected directly through its API with no middleware. What moves back out differs by tool. Autotask and SuperOps receive device changes you make in XClause, Autotask can also receive new clients, HaloPSA receives the client, opportunity and quotation for each contract (and its clients and contacts can be imported into XClause), and ConnectWise can receive managed unit counts on agreement additions. None of them receives invoices. PSA, RMM and accounting integrations are included on Pro and above, not on Starter.
Yes, inbound. XClause reads devices from NinjaOne every 6 hours and whenever you press Sync all, and it never writes anything back to NinjaOne. It reads managed devices from SuperOps when you press Sync now. Those counts let XClause compare the devices a client actually has against the units their agreement covers. It does not connect to Datto RMM, N-able or Kaseya VSA today.
It depends, and the honest answer is narrower than most integration pages imply. XClause does not write invoice line items into any PSA. What it can do is push managed unit counts from a SOW onto matching ConnectWise agreement additions. That is ConnectWise only, it is off by default and you switch it on in Settings, and it requires you to map your ConnectWise products to your XClause units first. There is no equivalent for Autotask, HaloPSA or SuperOps.
QuickBooks Online and Xero. Invoices and client records are pushed out to both; payment status is read back from QuickBooks. Automatic syncing is off until you turn it on, so connecting an account does not start sending invoices to your ledger on its own. Xero receives invoices as drafts for you to approve.
No. Your PSA stays the system of record for tickets, time and service delivery. XClause is the contract layer alongside it: templates, SOWs, e-signature, invoicing from the agreement, and renewal reminders. If you are choosing between them, you are asking the wrong question. Most MSPs run both.
It depends on the connector. NinjaOne syncs every 6 hours and on demand. ConnectWise, Autotask and SuperOps refresh when you press Sync, and ConnectWise agreement additions are also read nightly. Outbound writes, such as a device change pushed to SuperOps or a HaloPSA opportunity, happen at the moment you save or create the contract. There are no real-time webhooks from PSA or RMM platforms into XClause today.
Contracts and signing
Documents, signatures and renewals
The signer name and email, a timestamp to the second in UTC, the IP address and device, how the signer was authenticated, and the verbatim ESIGN and UETA consent text they agreed to along with when they agreed to it. A certificate of completion is appended to the executed PDF, and a SHA-256 hash of that file is stored so a copy produced later can be checked against the one that was signed.
Two ways: an emailed six-digit code proving control of the mailbox the document was sent to, or an already-authenticated XClause session. XClause does not do government-ID checks, knowledge-based authentication or biometric verification. If your engagements need identity proofing at that level, that is a real requirement to raise with any vendor you are evaluating.
Yes. You can invite outside counsel into a specific contract to redline it before it goes out. Independent MSP attorneys draft the XClause template library and keep revising it, but your lawyer is the one who should look at a specific deal.
You set it per agreement, choosing any combination of 90, 60, 30, 15 and 7 days before the renewal date. Contracts you import default to all five; contracts built in the standard contract form use your account default, which ships as a single reminder 30 days out. Reminders go to your team, the client, or both, and can also post to Slack or Microsoft Teams. Document types that do not renew, such as NDAs, are skipped.
Billing and getting started
Invoicing, pricing and migration
Yes. One action from the contract drafts the invoice from the signed SOW: one line per managed unit at the counts and discounted rates in the agreement, with one-time charges kept separate from recurring ones. It is not triggered by the signature itself, and nothing is sent until you review it and send it. Invoices can then go to QuickBooks Online or Xero on Pro.
Yes. Starter, at $99.99 a month, includes renewal reminders on every agreement, set at any mix of 90, 60, 30, 15 and 7 days before the renewal date and sent to your team, the client, or both. There is no separate renewal add-on on any plan.
Nothing extra. The client portal is included in every plan: $99.99 a month on Starter for up to 15 clients, $199 a month on Pro with no client limit, and $248 a month on Pro + White-Label, which puts your branding on the portal instead of ours. E-signature is included on all three.
Neither. Pricing is flat per company: $99.99/mo Starter, $199/mo Pro, and $248/mo Pro + White-Label, with a 7-day free trial. Adding a technician does not change the price and neither does sending another contract. Some features carry plan limits, which are listed on the pricing page.
Yes, one at a time. Upload a PDF, DOCX or TXT of an existing master agreement or SOW and XClause reads the parties, dates, term, rate and notice period out of it, then shows them to you to confirm before the import commits. There is no bulk contract import, and a scanned PDF with no text layer will not extract.
It is retained, not deleted. Cancelling takes effect at the end of the billing period and the account is then locked rather than wiped, so resubscribing brings everything back. There is no bulk export, so download the PDFs you want copies of while your subscription is active.
More detail
Answered in more depth elsewhere
Rather than restate them here in shorter form, these questions have their own pages.
Something not answered here? Ask us directly. If it is a fair question we will add it to this page.
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