ContractSafe

ContractSafe

4.8 out of 5 stars
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About

Subject matter experts can quickly and easily automate the processes they know best by building apps using drag and drop, without the need for coding or technical skills. Use a single platform to build and flexibly deploy apps which automate processes from end-to-end across departments enterprise-wide. Generate ready-to-go documents, pre-filled and tailored from styled templates with e-signature. Automate end-to-end user journeys including approvals, scheduled tasks and reminders. Design complex rules and decision-tree logic, including calculations and weighted scores. Capture the information you need from users or systems and conduct triage using smart forms. Prototype, build & maintain applications without IT-skills using our easy to use drag-and-drop interface. The Checkbox platform can be used to build a range of bespoke automation solutions. Discover the most popular use cases and app templates amongst our customers.
ContractSafe:

About

ContractSafe is contract lifecycle management (CLM) software that takes a contract from request to renewal. On Maximize, a request starts in a custom intake form, a template generates the draft, approval sequences route it, and built-in e-signature executes it. Finalize includes approvals, e-signature and Word editing with tracked changes. On every plan, AI extracts up to 29 fields for a person to confirm, and date alerts and scheduled reports track obligations and renewals. For IT and security reviewers: ContractSafe runs on AWS, is SOC 2 Type II and ISO 27001 certified, and supports HIPAA and GDPR requirements. Accounts are hosted in one region (US, Canada, EU or Australia). The Finalize plan adds SSO through Okta or SAML 2.0; Maximize adds IP allowlisting, Salesforce and API access. Every plan includes unlimited users, onboarding, migration and a dedicated customer success manager, with no implementation fee.
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Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported
ContractSafe:

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported
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Audience

Businesses searching for an automating processes platform that helps with document generation and e-signature
ContractSafe:

Audience

For organizations that need visibility and control over their contracts.
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Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported
ContractSafe:

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported
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API

Offers API Not Supported
ContractSafe:

API

Offers API Supported
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Screenshots and Videos

ContractSafe:

Screenshots and Videos

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Pricing

No information available.
Free Version Not Supported
Free Trial Supported
ContractSafe:

Pricing

$450/month
Each plan covers more of the contract lifecycle, from renewal tracking on every plan to intake, approval and signature on Maximize. Price is set by plan and contract volume, never by headcount, and every plan includes unlimited users, onboarding, migration and a dedicated customer success manager, with no implementation fee.

Organize: AI extraction, date alerts, dashboards, reports and in-app editing. From $450/mo, billed annually.

Finalize: adds approval sequences, built-in e-signature, redlining and Word editing. From $660/mo, billed annually.

Maximize: the full lifecycle, adding intake forms, templates, stage tracking, AI contract review, Salesforce and the API. From $815/mo, billed annually.

Starting Price field (limit 100 characters): $450/month (Organize plan, billed annually; $540 month-to-month)
Free Version Not Supported
Free Trial Supported
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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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ContractSafe:

Reviews/Ratings

Overall 5.0 / 5
ease 4.7 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5
ContractSafe:

Pros from Real Users

Pros

  • I've been impressed with the features, especially the AI function that automatically identifies the start and expiration dates, the company, counterparties, and any other important information you need to identify. You can even set up notifications to alert you to upcoming expiration dates. ContractSafe is one of the most intuitive services I've ever used. I signed up about a month ago, and I've already uploaded over 150 documents. I especially love the ability to tag each document, create links, and set up folders and subfolders to organize our documents easily. The onboarding process was easy, and I had all the support I needed. Their security is top-notch as well.
  • User friendly, great customer support, great storage capabilities, tagging feature is helpful, comments feature is useful.
  • The platform hits all of our needs with functionality. Our main use is to store and track contracts, licenses/permits, etc., and it does a great job at this. I like how date notifications can be customized--e.g., send out a reminder 90 days before expiration to specific users. It also allows you to tag specific portions of the contract and include notes for future reference. I like that contract templates are customizable as well, since we have several different types of documents we are tracking, and I can customize what information is input and tracked. Customer service has always been responsive.
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Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported
ContractSafe:

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported
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Company Information

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Founded: 2016
Australia
checkbox.ai/
ContractSafe:

Company Information

ContractSafe
Founded: 2015
United States
www.contractsafe.com
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Categories

ContractSafe:

Categories

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Document Generation Features

Batch Processing Supported
Collaboration Not Supported
Digital Signature Supported
Interaction Tracking Not Supported
Multiple Output Formats Supported
Templates Supported

Forms Automation Features

Approval Process Control Supported
Archiving & Retention Supported
Collaboration Not Supported
Document Indexing Supported
Drag & Drop Supported
Full Text Search Not Supported
Remote Document Access Not Supported
Rules-Based Workflow Supported
Text Editing Not Supported
Version Control Supported
ContractSafe:

Contract Management Features

Buy Side (Suppliers) Supported
Completion Tracking Supported
Compliance Tracking Supported
Contract Lifecycle Management Supported
Electronic Signature Supported
Full Text Search Supported
Government Contracts Supported
Pre-built Templates Supported
Sell Side (Customers) Supported
Specialty Contracts Supported
Version Control Supported
Workflow Management Supported

Digital Signature Features

Audit Trail Supported
Authentication Not Supported
Auto Reminders Supported
Customizable Templates Not Supported
Document Analytics Supported
Mobile Signature Not Supported
Multi-Party Signing Not Supported
Progress Tracking Not Supported
Task Progress Tracking Supported

Legal Document Management Features

Access Controls Supported
Archiving & Retention Supported
Collaboration Supported
Contract Management Supported
Document Assembly Not Supported
Document Indexing Supported
Document Tagging Supported
Full Text Search Supported
Version Control Supported
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Integrations

Docusign Not Supported
Microsoft Teams Supported
ReturnPro Not Supported
Salesforce Not Supported
Slack Supported
Xakia Supported
Zapier Not Supported
Zoho Directory Not Supported
ContractSafe:

Integrations

Docusign Supported
Microsoft Teams Not Supported
ReturnPro Supported
Salesforce Supported
Slack Not Supported
Xakia Not Supported
Zapier Supported
Zoho Directory Supported
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