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About

ContractSafe is AI-enabled contract management software built for teams that need control without complexity. Store, search, and manage all your contracts in a secure, cloud-based repository hosted on AWS, with SOC 2 Type II, HIPAA, ISO 27001, and GDPR compliance included. Find any contract or clause in seconds using Google-like full-text search with OCR support for scanned documents. The AI assistant automatically extracts key metadata, categorizes contracts by type, and answers plain-language questions about contract content, with no configuration required. Every plan includes unlimited users, automated renewal and key-date alerts, and a dedicated Customer Success Manager. Higher-tier plans add approval workflows, redlining, built-in e-signature, and Salesforce integration. Implementation takes hours, not months. No professional services fees, no IT project required. Free trial available, no credit card needed.

About

DashViz is a cloud business intelligence application for small and midsize businesses. Users upload CSV or Excel files, review suggested business labels for their columns, and use the confirmed data to create dashboards with charts, KPI cards, tables, filters, and time controls. An AI chat lets users ask plain-language questions about their data and returns explanations, charts, tables, or metric cards, with follow-up questions supported by conversation context. Users can configure threshold alerts and receive email or in-app notifications; higher plans add custom dashboards, anomaly detection, and SMS alerts. DashViz supports reviews across sales, operations, finance, services, and retail. Spreadsheet uploads are available today, while named direct integrations are described as planned. Subscription plans include a 14-day trial that requires no credit card.

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

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

Audience

For organizations that need visibility and control over their contracts.

Audience

Owners and managers of small and medium-sized businesses in any industry who want clear answers from their own business data without hiring a data team.

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

Support

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

API

Offers API Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

No images available

Pricing

$450/month
ContractSafe offers transparent, scalable pricing that won't blow the budget.

Our pricing plans are tailored to have the features you need without the bloat. Unlike some competitors, we offer unlimited users and pricing based on the number of contracts in your database.

Choose from 3 packages:

Organize - All the features you need to organize your contracts into a single source of truth.
Starting at $450/mo

Finalize - Approve, compare & sign documents for everyday contract management.
Starting at $660/mo

Maximize - Manage the full contract lifecycle with templates, intake forms & robust integration options.
Starting at $815/mo
Free Version Not Supported
Free Trial Supported

Pricing

$149/month
Starter is $149 per month; Pro is $299 per month. Enterprise pricing is custom. The 14-day trial costs $0, has trial-sized usage caps, and requires no credit card.
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

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

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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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.

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Training

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

Company Information

ContractSafe
Founded: 2015
United States
www.contractsafe.com

Company Information

DashViz
dashviz.ai/

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Categories

Categories

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

Integrations

Docusign Supported
ReturnPro Supported
Salesforce Supported
Zapier Supported
Zoho Directory Supported

Integrations

Docusign Not Supported
ReturnPro Not Supported
Salesforce Not Supported
Zapier Not Supported
Zoho Directory Not Supported
Claim DashViz and update features and information
Claim DashViz and update features and information