Related Products
|
||||||
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
The modern client portal for innovative businesses. Let clients login on your own website to share files, sign docs, make payments, send messages, and more. One app for everything required to run a virtual business including billing, file sharing & eSignatures, messaging, intake forms, and a knowledge base. Portal lets you define precisely what your clients see. You can host Portal on your own domain and make every pixel look on-brand. Connect an existing marketing website or use our website builder to create a page optimized for professional services. Add the secure file-sharing and eSignatures module to your client portal. Replaces Google Drive, Dropbox, ShareFile, and DocuSign. Add the billing module to your portal. Give clients a branded payment experience. Replaces Bill.com and FreshBooks. Add the intake forms module to your client portal. Streamline the client intake process. Replaces Formstack and Microsoft Forms.
|
|||||
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
Businesses interested in a portal solution for their clients, so they can share files, sign docs, make payments and send messages
|
|||||
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
$69 per month
Free Version
Free Trial
|
|||||
Reviews/
|
Reviews/
|
|||||
Pros & Cons from Real UsersPros
Cons
|
||||||
Training
Documentation
Webinars
Live Online
In Person
|
Training
Documentation
Webinars
Live Online
In Person
|
|||||
Company InformationContractZen
Founded: 2014
www.contractzen.com
|
Company InformationPortal
United States
www.joinportal.com
|
|||||
Alternatives |
Alternatives |
|||||
|
|
||||||
|
|
||||||
Categories |
Categories |
|||||
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
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
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
|
||||||
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
|
|||||
|
|
|