Tested processes for protecting your contract and client data.
ISO 27001 Document Management & Contract Management
Manage contracts auditably — without rebuilding your process.
Controlled documents, comprehensible decisions and reliable evidence in existing work processes.
Treasure combines ISO 27001-certified information security with document and contract processes that fit into your existing system landscape. Roles, versions, checks, approvals and audit events remain traceable. Your ISMS remains yours; Treasure supports controls and evidence in day-to-day operations.
In brief
What is ISO 27001-oriented document and contract management?
ISO 27001-oriented document and contract management combines controlled storage with traceable contract processes. Roles, versions, checks, approvals and audit events are documented. Treasure supports these controls in existing systems, but does not replace the company's ISMS or the independent certification decision.
- ProviderBoutiq AI is ISO 27001 certified; Certificate and scope are provided in the security check.
- OperationAWS Frankfurt and AI processing in EU regions; a sovereign German operating option (sovereign cloud) is coming soon.
- IntroductionImport existing inventories via folder upload; connect HubSpot, email inbox, API and the Word add-in (first version). SharePoint connector: coming soon.
Security & Sovereignty
Your contracts remain your data.
Treasure combines certified information security with European data processing. A sovereign German operating option is in preparation (coming soon).
Platform and data storage run on AWS in Frankfurt; AI services are processed in EU regions.
A sovereign German operating option (sovereign cloud) is in preparation and not yet available.
Your contract and client data will not be used to train AI models.
Security without process disruption
ISO 27001
Certified
Information security
Information security
AWS
Hosting in
Frankfurt
Frankfurt
Audit
Versions and decisions
understandable
understandable
0
Training with
Customer data
Customer data
Checks in everyday work
What your audit shouldn't gather from emails
Treasure makes central control points in the document and contract process traceable without prejudicing your company's ISMS.
Roles & Permissions
Access follows the work context and the intended responsibilities. approvals and escalations are assigned to the responsible people.
Versions & approvalstatus
Draft, revised version, approved version and finalization remain connected. Your team can see which frame was used for what.
Review & approval
Every uploaded contract can be pre-checked against a playbook. Risky findings are shown with traffic-light rating and reasoning; defined approvers decide on deviations, and standard cases do not block the process unnecessarily.
audit trail
Checks, changes, decisions and times are documented on the contract matter. Evidence can be prepared for internal reviews and external audits.
Retention & deletion
You define retention and deletion requirements in your ISMS; we agree how they are implemented in Treasure during onboarding. This remains part of your governance process.
Data flows & supplier verification
Hosting, AI processing, integrations and provider documentation are transparently documented for data protection, information security and procurement audits.
Two levels, one control goal
Document management controls the file. Contract management controls the contract process.
For ISO 27001, not only stored documents are relevant, but also access, decisions and processes relating to the contract information object.
Document managementStorage, access and version
Contract Management with TreasureProcess, decision and evidence
Focus
Store, find, version and authorize documents in a structured manner.
Manage contracts from receipt, review and approval to signature; analyse terms and termination provisions as contract data (deadline reminders: coming soon).
Audit evidence
Access, change and storage information about the file.
Connection between version, review, risk, decision, approval and final contract.
Existing systems
SharePoint, DMS or other repositories remain leading sources if that suits your ISMS.
Treasure adds the process and control layer; results can be exported (e.g. Excel, CSV). A SharePoint connector is coming soon.
Process change
A migration may be necessary if the repository is to be replaced completely.
Introduction along existing CRM (HubSpot), Word and approval processes; no large-scale migration as a prerequisite.
Responsibility
The company defines classification, retention, roles and controls.
Treasure technically implements configured rules and provides evidence; ISMS and certification responsibility remain with the company.
Software alone does not provide ISO 27001 compliance or certification. What matters is the scope of your ISMS, your risk assessment, the controls selected and their effective operation.
Basis for comparison: ISO/IEC 27001:2022 · ISO/IEC 27007: ISMS audits. As of July 31, 2026.
Introduction without a big bang
From your current process to reliable audit evidence
Six steps that respect existing systems and only add controls where a gap exists.
Clarify scope
Contracts and systems
Connect sources
without large-scale migration
Depict roles
Access and approval
Configure controls
Version, review, approval
Operate in everyday life
If possible, in the usual tool
Check evidence
Review and audit
Step 1 of 6
Clarify scope
Together we limit document types, teams involved, systems and relevant information risks. The benchmark is your ISMS and your existing guidelines.
ISMS
Step 2 of 6
Connect sources
Treasure is connected to the required sources — such as HubSpot, email inbox, Word add-in (first version) or API; existing inventories are imported via folder upload. SharePoint connector: coming soon.
Connect
Step 3 of 6
Depict roles
Responsibilities, authorizations, approvallimits and escalation paths are taken from the existing process and mapped in a technically understandable way.
Access
Step 4 of 6
Configure controls
Versioning, review rules (playbooks) and approval steps are set according to the document type and your risk assessment.
Controls
Step 5 of 6
Operate in everyday life
The controls run in the existing workflow. Sales, procurement and legal do not switch to a new system for each step; exceptions go into approval steps.
Operate
Step 6 of 6
Check evidence
audit trails, version history, decisions and open measures are regularly checked and prepared for export for internal or external audits.
Evidence
Before / After
Less chasing evidence, more controlled operations
Four typical audit questions and how an end-to-end contract process answers them.
Which version applied?
Fragmented process
Files are located in mailboxes, downloads and various folders.
With treasure
Version, status and associated contract matter remain connected to each other.
Who decided?
Fragmented process
approvals and reasons are reconstructed from emails or chats.
With treasure
The decision, context, responsible person and time are in the audit trail.
What was checked?
Fragmented process
Only contracts actively sent to Legal receive a documented review.
With treasure
Every contract in Treasure can be pre-checked; risky cases go into approval steps with Legal.
What is still open?
Fragmented process
Deadlines, obligations and measures live in personal lists.
With treasure
Terms and termination provisions are extracted as contract data and can be filtered and exported; automatic reminders: coming soon.
In-depth pages
Further review security, data protection and contract process
Data protection
GDPR-compliant contract management
EU processing, data protection, BRAO and safe use of AI at a glance.
Open security page → IntegrationsContinue to use existing systems
HubSpot, Word add-in (first version), email inbox and API in a controlled contract process; SharePoint and Salesforce: coming soon.
View integrations → Use casesContract management in operations
Review, approval, inventory and contract data from a contract management perspective.
Open use case →ISO 27001 deep dive
Bring your ISMS and your current contract process with you.
In 30 minutes we classify sources, roles, controls and evidence. You can see which process steps Treasure can cover - and which responsibility consciously remains with your company.
ISO 27001 certified provider · AWS Frankfurt · no training with customer data
FAQ
Frequently asked questions
Does Treasure automatically make our company ISO 27001 compliant?
No. An ISO 27001 certification relates to your company's information security management system, its scope and the controls selected based on risk. Treasure can support technical and organizational evidence for document and contract processes, but does not replace your ISMS or the assessment by your certification body.
Is Boutiq AI ISO 27001 certified as a provider?
Yes. Boutiq AI is ISO 27001 certified. We provide the certificate, scope and additional security documents as part of your supplier or security audit. The specific certificate scope always counts for the classification, not just a logo on the website.
What does auditable storage mean for contracts?
Document version, accesses, changes, approvals and relevant processing steps are traceably assigned to the contract matter. Roles and exports are configured to suit your ISMS; retention and deletion requirements are agreed during onboarding. This creates reliable evidence without promising blanket legal auditability.
Do we need to replace SharePoint, CRM or Microsoft Word?
No. Treasure can be used alongside existing systems: HubSpot connection, email inbox, API and Word add-in (first version); SharePoint and Salesforce: coming soon. Today you import existing inventories via folder upload. Treasure adds review, approvals, versions and audit trail.
Where are contract data processed?
Treasure is operated on AWS in Frankfurt; AI services are processed in EU regions. A sovereign German operating option (sovereign cloud) is coming soon. We coordinate the specific architecture and data flows with you during the security check.
Are our documents used to train AI models?
No. Customer, client and contract data are not used to train AI models. Permissions and shared data sources are determined in the respective context of use.
Free · PDF guide
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Legal framework, roadmap and ready-made wording — from the first notification to the signed works agreement.
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