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About

Diligent Workflow is a market-leading workflow solution designed to streamline secure management, approval, compliance and storage of sensitive or regulatory documents. By automating document and media creation, Diligent Workflow improves efficiencies in project management, approval, distribution, archiving and audit trail of all your policy documents, contracts, RFPs and external-facing content and announcements. See how Diligent Workflow’s features can automate your approval processes to improve efficiency & transparency in document and content creation.

About

Fortva is a cloud-based document management (DMS) and contract lifecycle management (CLM) platform that helps businesses organize, secure, and manage documents and contracts in one place. It supports the full lifecycle—from creation and collaboration to approval, e-signature, and storage. Features include workflow automation, version control, redlining, audit trails, and secure sharing. Fortva uses AI-powered OCR and data extraction to automate processes and generate insights. With zero-knowledge encryption, role-based access, and SSO, it ensures strong data security and compliance. Integrations with tools like Docusign, Microsoft Word, Salesforce, HubSpot, and Zapier connect documents to business workflows.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Not Supported
Chromebook Not Supported

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

Audience

Companies that need a workflow solution for secure management, approval, compliance and storage of sensitive or regulatory documents

Audience

Small, mid-sized, and enterprise financial services, accounting firms, HR, manufacturing, procurement, sales teams, and more.

Support

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

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

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

Pricing

$299/year
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

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

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Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 4.0 / 5
support 5.0 / 5

Pros & Cons from Real Users

Pros

  • What I like best about Fortva is its uncompromising zero-knowledge encryption paired with AI-powered OCR. It gives our law practice absolute peace of mind when handling highly sensitive client vital records and corporate agreements, while simultaneously eliminating hours of manual data entry by automatically indexing and extracting critical text from scanned PDFs. Furthermore, the fact that it hooks directly into our everyday tools like Microsoft Word, Salesforce, and DocuSign means my team can manage the entire contract lifecycle seamlessly from a single, secure environment.

Cons

  • What I dislike most about Fortva is the steep initial setup and learning curve for non-technical administrative staff. Because the security protocols, multi-tiered compliance workflows, and role-based access controls are so highly detailed, it requires a significant time investment upfront to configure properly rather than being a simple, plug-and-play solution.

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

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

Company Information

Diligent
Founded: 1994
United States
www.diligent.com/landing-pages/workflow

Company Information

Fortva
Founded: 2019
Ghana
fortva.com

Alternatives

Alternatives

Carizma

Carizma

Axicos
Diliforce

Diliforce

Diliforce (Formerly ContractZen)
Contra

Contra

Lexzur

Categories

Board Management Supported

Categories

Board Management Features

Agenda Time Management Not Supported
Approval Process Management Supported
Board Assessment Not Supported
Calendar Management Supported
Collaboration Supported
D&O Questionnaires Not Supported
Document Management Supported
Electronic Signature Not Supported
For Nonprofits Supported
Member Directory Supported
Minutes Management Not Supported
Polls / Voting Not Supported
Role-Based Permissions Supported
Roles and Terms Not Supported
Single Sign On Not Supported
Skills Tracking Not Supported

Integrations

Docusign Not Supported
HubSpot CRM Not Supported
Microsoft Word Not Supported
Salesforce Not Supported
Zapier Not Supported

Integrations

Docusign Supported
HubSpot CRM Supported
Microsoft Word Supported
Salesforce Supported
Zapier Supported
Claim Diligent Workflow and update features and information
Claim Diligent Workflow and update features and information
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Claim Fortva and update features and information