FileHold

FileHold

FileHold Document Management Software
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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

The FileHold Azure cloud deployment provides a secure, backed up cloud environment. All IT services are included as part of the program. FileHold is an enterprise grade document management and document workflow solution that helps large organizations transition to a paperless work environment. When requested, FileHOld can be deployed on-premises or in a secure private or public cloud. FileHold offers a suite of features for document scanning, indexing, versioning, searching, document linking, and more. FileHold supports all browser types, a rich desktop environment and is mobile ready. Out of the box integration with MS Office, SharePoint, Teams and Active Directory. Free fully documented API.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Small and mid-sized businesses

Audience

For larger organizations that need document workflow and approval. Caters to high tech companies, manufacturers, healthcare organizations, and more.

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

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
Free Trial

Pricing

$15.00 / user / month
FileHold can be purchased as a perpetual license or on a month to month subscription (minimum of 5 users).
Free Version
Free Trial

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 5.0 / 5
ease 5.0 / 5
features 4.5 / 5
design 4.5 / 5
support 4.5 / 5

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.

Pros & Cons from Real Users

Pros

  • It is very user friendly Very customizable Easy to create workflows
  • Installation and implementation was nothing short of easy. The team at FileHold walked us through all stages and we were up and functioning within an hour.

Cons

  • Font is a little small and it is not adjustable There is not a collapse all for the folders - do not love having to click the - sign when I have 20 folders open
  • Cant identify any cons to address. We had zero issues with the install and so far, no issues in using the tool.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

ContractSafe
Founded: 2015
United States
www.contractsafe.com

Company Information

FileHold Document Management Software
Founded: 2005
Canada
www.filehold.com

Alternatives

Alternatives

UnForm

UnForm

Synergetic Data Systems, Inc.
LinkSquares

LinkSquares

LinkSquares Inc.
Gavel

Gavel

Gavel.io

Categories

Categories

Contract Management Features

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

Legal Document Management Features

Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Version Control

Digital Signature Features

Audit Trail
Authentication
Auto Reminders
Customizable Templates
Document Analytics
Mobile Signature
Multi-Party Signing
Progress Tracking
Task Progress Tracking

Contract Management Features

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

Legal Document Management Features

Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Version Control

Archiving Features

Access Control
Data Deduplication
Document Management
eDiscovery
Email Archiving
Multimedia Archiving
Retention Management
Storage Management
Version Control
Web Archiving

Document Version Control Features

Access Controls/Permissions
Approval Process Control
Archiving & Retention
Audit Trail
Commenting / Notes
Document Check-in / Check-out
For Engineering Documents
Revision History
Version Comparison
Version Rollback

Workflow Management Features

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

Integrations

Docusign
Microsoft SharePoint
ReturnPro
SAP CRM
Sage CRM
Salesforce
Zapier
Zoho Directory

Integrations

Docusign
Microsoft SharePoint
ReturnPro
SAP CRM
Sage CRM
Salesforce
Zapier
Zoho Directory
Claim FileHold and update features and information
Claim FileHold and update features and information