AI TOOL PROFILE
ContractSafe: Contract Management Software
- Legal
- Legal Practice Management
- Small Businesses
- Mid-Market Companies
- Enterprise Companies
- Legal Teams
- Operations Managers
Pricing
Pricing is based on contract volume with three tiers: Organize starting at $450/month, Finalize starting at $660/month, and Maximize starting at $815/month. All plans include unlimited users and a free trial.
At a glance
- Best for
- Small Businesses, Mid-Market Companies, Enterprise Companies, Legal Teams, Operations Managers
- Key use cases
- Centralizing Contract Storage, Managing Renewal Deadlines, Clause Discovery, Healthcare and Data Compliance
- Integrations
- DocuSign, Salesforce, Zapier, Microsoft Word, Okta/SAML 2.0
- Official website
- Visit Contractsafe official website
How AI is used
ContractSafe is a contract management platform designed to replace manual tracking with a centralized digital repository. It supports businesses across various sectors, including healthcare, education, and nonprofit management.
The tool helps teams organize documents using AI for data extraction and categorization, and it supports natural language queries to find specific clauses or contracts. It also includes date management tools to help users track renewals and expirations.
Buyers should note that the platform uses a tiered pricing model based on contract volume. Certain features, such as redlining and e-signatures, are available in the higher-priced tiers.
Key Features
AI-Powered Organization
Supports automatic metadata extraction and categorization of contracts based on type.
Smart Search
Includes natural language queries and OCR for keyword searching across documents, including scans.
Date Management & Alerts
Provides automated email reminders and a calendar view for tracking renewals, expirations, and milestones.
Secure Repository
Centralized storage with role-based permissions, two-factor authentication, and encryption.
Contract Lifecycle Tracking
Available in the Maximize tier to monitor a contract's progress through various stages and track cycle times.
Integrated E-Signature
Includes native e-signatures and integrations with signing tools for document completion.
Use Cases
Centralizing Contract Storage
Moving from fragmented folders or spreadsheets to a single repository for organization contracts.
Managing Renewal Deadlines
Setting up automated alerts for expiration and non-renewal dates to help avoid contract lapses.
Clause Discovery
Using natural language search to find specific terms or clauses across a volume of agreements.
Healthcare and Data Compliance
Storing sensitive data in a repository that supports HIPAA and GDPR standards.
Integrations
- DocuSign
- Salesforce
- Zapier
- Microsoft Word
- Okta/SAML 2.0
- Active Directory
FAQ
How does ContractSafe handle user pricing?
- ContractSafe includes unlimited users on all plans at no additional charge, regardless of the role.
How are contracts counted for pricing purposes?
- Only contracts in the repository count toward the total. Documents stored as attachments or in the archive do not count toward the volume limit.
Does ContractSafe charge an implementation fee?
- No, there is no implementation charge. All plans include assistance with onboarding, training, and data migration.
Is the software compliant with healthcare regulations?
- Yes, ContractSafe is designed to be HIPAA compliant and maintains SOC2 Type II and ISO 27001 certifications.
Source category: Legal
Source subcategory: Legal Practice Management
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