XClause + Autotask
The short answer
Keep Autotask. Add XClause's contract layer.
Datto Autotask PSA is where your service business runs: tickets, time, projects, contracts, and billing. XClause does not try to be any of that.
Autotask runs a service desk: it tracks tickets and time entries, runs recurring service contracts, and feeds billing. What it never set out to be is a place to draft a real statement of work, get it signed, and watch its renewal. That is the gap MSPs paper over with Word docs, a separate e-signature tool, and a spreadsheet of renewal dates.
XClause fills exactly that gap and nothing more. You keep Autotask as the system of record for everything operational, and layer XClause on top for the contract itself: the template, the managed units, the signature, the invoice, and the renewal. The two stay connected so your clients and agreements line up across both, instead of living in two disconnected worlds.
What XClause adds on top of Autotask
These are the pieces of the contract lifecycle that sit outside what a PSA does, and where XClause is built for MSPs.
MSP-specific contract templates
Attorney-drafted MSAs, SOWs, and service agreements written for the MSP model, not generic legal boilerplate or a blank ticket note. Independent MSP attorneys draft the XClause template library and keep revising it, so the language you start from is maintained rather than written once and left alone. A starting point your counsel can review, ready the day you connect Autotask.
Guided SOW builder with managed units
Build statements of work around managed units (seats, endpoints, sites) the same way you scope service in Autotask. The SOW becomes a real, structured agreement instead of a quote pasted into a contract block.
Built-in e-signature with audit trail
Send for signature and capture a tamper-evident audit trail in XClause. No bolt-on signing subscription, and no chasing a PDF around email to get an Autotask contract executed.
Invoicing from a signed SOW
Generate an invoice directly from the SOW your client just signed, so what was agreed is exactly what gets billed. Useful when an engagement is one-off or sits outside an Autotask recurring contract.
Renewal tracking on every agreement
A renewal date on every signed agreement, with an email before it arrives, so multi-year MSAs and SOWs do not quietly lapse between Autotask contract records and your inbox.
Client portal & onboarding
A branded portal where clients review, sign, and revisit their agreements, plus a guided onboarding flow: the relationship layer that sits on top of the operational data Autotask already runs.
Clients and agreements stay in sync
The point of a live integration is that you are not maintaining two address books. Here is exactly what that means, and, just as importantly, what it does not.
XClause syncs your clients and companies and your contract and agreement records with Autotask, so an account in your PSA and the same account in XClause stay connected. You scope and sign the agreement in XClause without re-typing company details that already live in Autotask.
To be precise about the boundary: XClause keeps clients and agreements connected, but it does not write invoice line-item quantities back into Autotask's billing. That billing-quantity write-back is not a live capability, and we would rather say so plainly than imply a sync that does not exist. For the current, accurate scope of the Autotask connector, see the integrations page.
XClause + Autotask, answered
Add the contract layer to Autotask.
Keep your PSA. Build, e-sign, invoice, and renew every MSA and SOW in XClause, with your Autotask clients and agreements kept connected.
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