Gatekeeper Training & Professional Services

Work with a dedicated Gatekeeper consultant to achieve your contract and vendor goals using Gatekeeper.

At Gatekeeper, helping customers achieve maximum value from our solution is our priority. This is why we offer a range of training packages to meet your needs.

What You Get With Gatekeeper Training & Professional Services

With Gatekeeper Training Services, you’ll have a dedicated Consultant available to meet with you and your team. Whether you’re trying to automate a new business process, train a new department, or would simply benefit from some one-on-one training, our Consultants are here to help you reach your goals.

We offer a range of packages to suit specific customer needs ranging from standard feature configuration to fully bespoke sessions.

Sessions typically cover:

• Orientation and configuration
• Data and document migration
• Redlining (eNegotiate) and/or Electronic Signature (eSign) masterclass
• Centralising queries with Help Desk
• Business process automation (Events / Workflows)
• Workflow masterclass
  • Vendor and/or Employee Portals
• Spend Module Training
• Risk Module Training
• Balanced Scorecards Training

Training Packages

Half Day

Consists of up to four (4) hours of training, workflow configuration or product expert guidance. 

• Expiration Period: 180 days from purchase
• Cost: $1,195 / half-day

1 Day

Consists of up to eight (8) hours of training, workflow configuration or product expert guidance. 

• Expiration Period: 180 days from purchase
• Cost: $1,995 / day

Ongoing

Ongoing additional consultancy plans from five (5) hours per month of training, workflow configuration, AI Extract or product expert guidance.

• Minimum term: 3 months
• Minimum hours per month: 5
• Unused hours carry over to the following month but expire at the end of the term
• Expiration Period: auto-renew, 30 days notice to terminate
• From $925 per month

Vendor Portal User Support

Ongoing additional service to provide support services to Vendor Portal users. 

• Minimum term: co-terminate with the subscription
• Maximum Support tickets raised per month: 20 
• Expiration Period: auto-renew, 30 days notice to terminate
• From 25% of the annual portal fee

AI Extract Managed Service

Take control of your legacy contract documents.

Our AI Extract service makes it straightforward to turn your legacy contract documents (PDFs & scans) into fully decorated digital records inside of Gatekeeper. 

This Gatekeeper-managed extraction of key metadata from your files will involve a timebound project to:

• Organise your files & folders into an agreed, logical data structure
• Clearly set out defined contract terms for mapping such as core dates, additional clauses and  associated entities
• Extract the fields you need and populate these in Gatekeeper alongside a linked upload of your files for later viewing

AI Extract starts from $7.50 per file and will vary depending on the complexity of your records to be extracted.

Next Steps

Contact your Customer Success Manager directly to discuss your training requirements, or arrange a callback from one of our team.