Folio

Folio

Kwela Solutions
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About

ContractZen is an AI-powered governance platform that keeps companies due-diligence ready every day. It brings board management, contracts, entity records, and secure data rooms into one centralized environment, replacing scattered emails, spreadsheets, and disconnected tools. Key features: • Board Portal – Schedule meetings, share materials securely, create minutes, and e-sign documents in one workflow. • Contract Management – Centralize contracts with AI-powered search and automated reminders for key dates. • Entity Management – Organize corporate records and visualize ownership structures. • SmartIndex & Virtual Data Rooms – Prepare due diligence and audits quickly with structured indexing and secure document sharing. • AI Assistant – Analyze documents, summarize contracts, and identify potential risks. • Integrated e-Signatures – Sign documents with Adobe Sign, DocuSign, Assently, SignHero, and VismaSign.

About

Managing contracts, risks, compliance, incidents and audits can be complex and time-consuming. If you are looking for a solution that is truly easy to use and quick to implement, then take a look at Folio. Folio provides configurable templates, workflows, notifications and reports that ensure that absolutely nothing is missed. Too many risk management systems are simply tick-the-box solutions. Folio moves Risk Management from an occasional exercise to an embedded business process. By managing Risk, Compliance, Incidents & Audit, Folio delivers real business value for Boards, Management and Operational Teams. Folio is the go-to source for contract information and manages the contract lifecycle from request and performance management through to contract renewal. Folio takes Contract Management well beyond simply storing contract documents and tracking contract expiry dates.

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 medium-sized businesses across the globe that are looking to enhance their corporate governance with secure contract and board meeting management, enabling them to work effectively anywhere and achieve peace of mind.

Audience

Companies seeking a solution to manage contracts, risk & compliance processes

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

$9.50/month/user
Free 30-day trial. No credit card needed. After that $9.50/month/user billed annually.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

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

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Pros & Cons from Real Users

Pros

  • The software is very easy to use. Contracts are accessible everywhere I go, documents can easily be shared. ContractZen in safe to use.
  • Easy to use, rapid installation, data model and support for e-signing. The roll out was straight forward: the user interface was easy to understand and did not require long sessions on usage. The biggest benefits for us are the alerts on contracts requiring review or activity and the speed of e-signing once agreement has been reached.
  • For a small company owner like me, the managing the documentation of contracts, Board meetings and Shareholder meetings had been an overwhelming task before ContractZen. The easy to use user interface keeps my documentation up to date and safe. The thing I like the most is the sharing, commenting and signing of the important documents from one platform.

Cons

  • Hopefully the standard pricing won’t get any higher.
  • I am looking for the iOS client. But not a huge problem, I tend to use ContractZen from mobile browser instead.
  • There really are no Cons from my point of view. Works like a charm for my needs.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

ContractZen
Founded: 2014
www.contractzen.com

Company Information

Kwela Solutions
Founded: 2013
Australia
www.usefolio.com

Alternatives

Alternatives

BoardWorks

BoardWorks

Computershare

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

Board Management Features

Agenda Time Management
Approval Process Management
Board Assessment
Calendar Management
Collaboration
D&O Questionnaires
Document Management
Electronic Signature
For Nonprofits
Member Directory
Minutes Management
Polls / Voting
Role-Based Permissions
Roles and Terms
Single Sign On
Skills Tracking

Entity Management Features

Access Control
Compliance Management
Contract Management
Corporate Structure Management
Document Assembly
Due Date Tracking
Electronic Filing
Electronic Signature
Multi-Jurisdictional
Ownership Tracking
Records Tracking
Registered Agent Services Integration
Subsidiary Governance
Task Management

Legal Document Management Features

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

Meeting Features

Action Item Tracking
Agenda Management
Attendee Management
Board Meetings
Committee Meetings
Internal Meetings
Invitation Management
Legislative Meetings
Materials Management
Meeting Feedback
Meeting Preparation Tools
Meeting Room Booking
Minutes Management
Post-Meeting Tools
Scheduling
Travel Management
Voting Management

Virtual Data Room Features

Anonymity Management
Audit Trail
Collaboration
Data Protection
Data Storage Management
Document Tagging
Due Diligence Management
Procurement Management
Project Management
Role-Based Permissions
Secure Preview

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

Integrations

Adobe Acrobat Sign
Assently E-Sign
Azure Marketplace
Docusign
Microsoft 365
Microsoft Outlook
Microsoft Teams
Visma Sign

Integrations

Adobe Acrobat Sign
Assently E-Sign
Azure Marketplace
Docusign
Microsoft 365
Microsoft Outlook
Microsoft Teams
Visma Sign
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