ContractSafe

ContractSafe

4.8 out of 5 stars
Ontra

Ontra

InCloud
Visit Website for ContractSafe
ContractSafe Ontra
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.
Ontra:

About

Free yourself from routine legal work. Ontra (formerly InCloudCounsel) is the largest global provider focused on automating and enhancing high-volume legal processes. Use the below form to request more information about our leading solution. Ontra provides a scalable, end-to-end legal tech solution that other options can’t match. Our network of top-tier lawyers and team of account managers are highly specialized in specific contract types and consistently deliver dependable, high-quality work. Backed by AI and machine learning, our platform makes your processes more efficient, generates insightful reporting about trending terms and obligations in your agreements, and so much more. Over 70% average client cost savings through a flat-fee, per-document pricing structure. These are just some of the technologies at work in our proprietary software platform, designed to maximize organization, efficiency, and insight. Our platform is a key part of our end-to-end legal tech solution.
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
Ontra:

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:

Audience

For organizations that need visibility and control over their contracts.
Ontra:

Audience

Companies that want to automate and enhance high-volume legal processes
ContractSafe:

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported
Ontra:

Support

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

API

Offers API Supported
Ontra:

API

Offers API Not Supported
ContractSafe:

Screenshots and Videos

Ontra:

Screenshots and Videos

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
Ontra:

Pricing

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

Reviews/Ratings

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

Reviews/Ratings

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

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software
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.
ContractSafe:

Training

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

Training

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

Company Information

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

Company Information

InCloud
Founded: 2011
United States
ontra.ai
ContractSafe:

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ContractSafe:

Categories

Ontra:

Categories

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

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

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
ContractSafe:

Integrations

Docusign Supported
ReturnPro Supported
Salesforce Supported
Zapier Supported
Zoho Directory Supported
Ontra:

Integrations

Docusign Not Supported
ReturnPro Not Supported
Salesforce Not Supported
Zapier Not Supported
Zoho Directory Not Supported
Ontra:
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