Simplify contract management with Autotask Umbrella Contracts

Managing contracts has long been one of the most complex parts of running an IT services business. Between multiple service agreements, time and materials contracts, and the endless cycle of renewals and indexing, keeping everything in order often means juggling manual processes or piecing together data from different screens.

With the Autotask 2025.5 release, we’re excited to introduce Umbrella Contracts, a smarter, streamlined way to bring multiple contract arrangements together in a single, intuitive container.

A smarter way to manage client agreements

For many MSPs and IT service providers, the challenge isn’t just delivering great service, but also ensuring the financial side of the business runs smoothly. Contracts are the foundation of that, but when you’re handling multiple agreement types for one client, visibility and control can get messy fast.

Umbrella Contracts help you bring it all together. By grouping services and time and materials arrangements under one umbrella, you gain a consolidated view and the ability to apply rules across all associated agreements. That means less time spent managing paperwork and more time focusing on delivering value to your clients.

Key benefits for your business

Umbrella Contracts eliminate the hassle out of managing multiple agreements, giving you more control and visibility. Here’s how they can make a difference for your business:

• One contract, total clarity: No more bouncing between multiple agreements. You get a unified view of all contract activity, edits and changes to services in one place, so you always know where things stand.
• Simplified billing, streamlined reporting: In-frame drawers, advanced table search and filtering, and in-line editing make it easier than ever to manage and report on contract data. These enhancements reduce billing errors, speed up invoice prep and provide better financial visibility.
• Flexibility to fit your workflow: You don’t have to overhaul everything at once. You can start using Umbrella Contracts for new agreements while keeping legacy contracts in place until you’re ready.

A real-world example

Imagine you’re managing a client that relies on both ongoing managed services and occasional project-based work. In the past, you had to track these agreements separately, jump between contracts to see terms and manually piece together data when reviewing the relationship or preparing reports.

With Umbrella Contracts, you can link these agreements into a single, organized container. That means you can quickly view all activity, edits and history across every arrangement in one place without digging around. The enhanced interface makes it easy to search, filter and edit directly in-line, so staying on top of billing or reporting is faster and less error-prone.

This results in a cleaner, more efficient way to manage client relationships that saves time for your team and ensures nothing slips through the cracks.

A smarter future for contract management

Contracts don’t have to be a source of friction. Umbrella Contracts by Autotask gives you the visibility, automation and control you need to manage even the most complex client relationships with confidence. It’s just one more way we’re helping you run a more profitable, efficient and customer-focused business.

See how Umbrella Contracts (and the rest of Autotask) can help you streamline operations, reduce billing errors and strengthen client relationships with a free demo.