PoseidonCM

PoseidonCM

Trident Contract Management
+
+
Visit Website

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

PoseidonCM is a cloud-based contract management platform that integrates best-of-breed technologies to meet the end-to-end contract management challenges across your entire organization. Start small and scale at your pace Use out-of-the-box or provide us with your process and workflow vision Belt n’ suspenders alert and reminder approach — never miss a deadline or renewal date again! Easy-to-use permissions help create restricted access user-groups (Read Only, Read-Write, Segmented by Contract Type, …) Create and customize your own reports and dashboards Record Types and List Views help you track user-defined fields that are specific to that contract type Workflow and Review/Approval processes can be automated or manually created Multiple search capabilities — within fields and documents Intake forms deliver the right information (every time!) from internal or external resources Contract creation, redline and version management, clause library, and electronic signature

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

Organizations of all sizes

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

$99.00/month/user
5-CM Licenses: $300/month
10-CM Licenses: $600/month
25-CM Licenses: $1,500/month
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 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

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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

ContractSafe
Founded: 2015
United States
www.contractsafe.com

Company Information

Trident Contract Management
Founded: 2003
United States
www.poseidoncm.com

Alternatives

Alternatives

LinkSquares

LinkSquares

LinkSquares Inc.
Contract Assistant

Contract Assistant

Blueridge Software

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

Compliance Features

Archiving & Retention
Artificial Intelligence (AI)
Audit Management
Compliance Tracking
Controls Testing
Environmental Compliance
FDA Compliance
HIPAA Compliance
Incident Management
ISO Compliance
OSHA Compliance
Risk Management
Sarbanes-Oxley Compliance
Surveys & Feedback
Version Control
Workflow / Process Automation

Vendor Management Features

Audit Management
Contact Management
Customer Database
Self Service Portal
Supplier Master Data
Transaction History
Vendor Maintained Profiles
Vendor Managed Inventory
Vendor Performance Rating
Vendor Qualification Tracking

Integrations

Salesforce
Docusign
Microsoft 365
Oracle APEX
QuickBooks Online
ReturnPro
Sage 100
Zapier
Zoho Directory

Integrations

Salesforce
Docusign
Microsoft 365
Oracle APEX
QuickBooks Online
ReturnPro
Sage 100
Zapier
Zoho Directory
Claim PoseidonCM and update features and information
Claim PoseidonCM and update features and information