AI TOOL PROFILE

Docubee: Contract Automation Software

Docubee helps HR, operations, and sales teams automate the creation and signing of digital agreements. It is designed for organizations requiring compliance with HIPAA, SOC 2 Type II, CCPA, and FERPA.

Pricing

Pricing was not clearly available from the provided evidence. Buyers should confirm current pricing on the vendor website, though a free trial is mentioned.

At a glance

Best for
Small Businesses, Mid-Market Companies, HR Departments, Sales Operations Teams
Key use cases
Employee Onboarding, Client Intake, Patient Intake, Sales Agreement Workflows
Integrations
Zapier, Google Drive, Salesforce, SharePoint, Dropbox
Visit DocubeeDocubee software interface screenshot

How AI is used

Docubee is a contract automation platform that supports the lifecycle of a digital agreement, from data collection to final signature. It allows users to generate documents via AI or templates and includes tools for real time collaboration and red-lining.

The software is designed for roles including sales and HR across industries like healthcare, legal, and education. It supports digital workflows by offering e-signatures and secure storage.

Buyers should be aware that Docubee was acquired by Apryse, and evidence indicates that services are scheduled to end on December 31, 2026.

Key Features

  • AI Document Generation

    Supports the creation of contracts using AI, templates, or custom editing.

  • Real time Collaboration

    Allows internal and external participants to review, edit, and red-line contracts in one place.

  • Workflow Automation

    Includes tools to build workflows with conditional logic, automated reminders, and escalations.

  • E-signature Capture

    Provides legally binding electronic signatures that can be accessed from any device.

  • Contract Management

    Supports organizing, tracking, and reporting on contracts throughout their lifecycle.

  • Secure Storage

    Maintains compliance with HIPAA, SOC 2 Type II, CCPA, and FERPA standards.

Use Cases

  • Employee Onboarding

    Automating the creation and signing of new hire contracts and onboarding paperwork for HR teams.

  • Client Intake

    Using digital forms to gather client information and populate it into legal documents.

  • Patient Intake

    Supporting healthcare practices in collecting patient information through secure, compliant forms.

  • Sales Agreement Workflows

    Helping sales operations teams route contracts for review and approval before capturing signatures.

Integrations

  • Zapier
  • Google Drive
  • Salesforce
  • SharePoint
  • Dropbox
  • Amazon S3
  • Keap
  • Capsule CRM
  • Pipedrive

FAQ

What industries can use Docubee?

Docubee supports various verticals including healthcare, legal, education, construction, insurance, and non-profits.

Is Docubee compliant with healthcare data laws?

Yes, Docubee is designed to be HIPAA compliant, as well as SOC 2 Type II, CCPA, and FERPA compliant.

What happens after December 31, 2026?

According to the provided evidence, Docubee services will end on this date following its acquisition by Apryse.

Source category: Legal

Source subcategory: Document Automation

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