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Aerofiler Review: Contract Management Software

Aerofiler helps legal, sales, and HR teams organize and automate their contracting processes. It is designed for businesses that need a centralized, secure contract repository.

Pricing

Pricing is available across three tiers: Starter (which includes a free trial), Standard, and Enterprise. Features such as approval workflows and document generation are available in the Standard plan and above.

At a glance

Best for
Legal teams, Small businesses, Mid-market companies, HR departments, Sales operations
Key use cases
Legal Operations, Sales Cycle Support, HR Onboarding, Compliance and Obligation Tracking
Integrations
Salesforce, DocuSign, Adobe Sign, eSignAnyWhere, Microsoft Teams
Visit AerofilerAerofiler software interface screenshot

How AI is used

Aerofiler is a contract management and document automation platform designed to help businesses move legal information out of manual spreadsheets and fragmented folders. It provides a central repository for storing contracts and uses AI to assist with analysis and data extraction.

The software is designed for legal, sales, and HR departments that need to generate routine documents, track obligations, and manage approval cycles. It includes features like OCR for image-based PDFs and role-based permissions to control user access to documents.

Buyers should note that the platform's functionality is tiered. While basic filing and reporting are available in the Starter plan, tools such as document generation and approval workflows require a higher-tier subscription.

Security is a focus of the platform, which is ISO 27001 certified and hosts data on AWS using 256-bit AES encryption at rest.

Key Features

  • AI Contract Analysis

    Uses AI and Rapid Learning technology to analyze contracts and extract data based on provided examples.

  • Document Automation

    Supports the generation of contracts using branded templates.

  • Custom Approval Workflows

    Helps teams automate the request and approval process for contracts before signing.

  • Contract Repository

    A centralized storage system with obligation tracking, reporting, and smart file naming.

  • E-signature Integration

    Connects with external signing tools to manage the execution of documents.

  • Role-Based Permissions

    Provides granular control over which users can view, edit, or download specific documents.

Use Cases

  • Legal Operations

    Centralizing contracts from various folders and systems into a single repository to support data extraction and reporting.

  • Sales Cycle Support

    Integrating with a CRM to generate routine agreements like NDAs and routing them through predefined approval rules.

  • HR Onboarding

    Using templates to generate offer letters and employment contracts to support the hiring process.

  • Compliance and Obligation Tracking

    Monitoring key dates and regulatory changes across a portfolio of contracts via a centralized system.

Integrations

  • Salesforce
  • DocuSign
  • Adobe Sign
  • eSignAnyWhere
  • Microsoft Teams
  • Slack
  • Google Drive

FAQ

Does Aerofiler work with scanned PDF contracts?

Yes, the software includes optical character recognition (OCR) to recognize text within image-based PDFs.

What is the difference between the Starter and Standard plans?

The Starter plan includes OCR, custom fields, and reporting, while the Standard plan adds e-signature integration, approval workflows, document generation, and role-based permissions.

How is data security handled in Aerofiler?

Aerofiler is ISO 27001 certified and uses AWS for hosting, with AES 256-bit encryption at rest and TLS 1.2 for data in transit.

Can I get my data out of the system if I stop using it?

Yes, customers can export their files and metadata in a self-serve manner.

Source category: Legal

Source subcategory: Document Automation

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