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What is Fortva?

Fortva serves as an all-encompassing cloud platform tailored for document management (DMS) and contract lifecycle management (CLM), aimed at helping organizations streamline the organization, security, and oversight of their documents and contracts within a single hub. It supports every phase of the document lifecycle, from creation and collaboration to approval, electronic signatures, and long-term archiving. Among its standout features are automation of workflows, version tracking, redlining capabilities, audit trails, and secure sharing options for sensitive data. Utilizing cutting-edge AI-driven OCR and data extraction technologies, Fortva enhances various operational processes while delivering insightful analytics. The platform places a strong emphasis on data security and compliance, employing zero-knowledge encryption, role-based access, and single sign-on (SSO) functionalities. In addition, its capacity to seamlessly connect with widely-used applications such as Docusign, Microsoft Word, Salesforce, HubSpot, and Zapier further amplifies its effectiveness by integrating documents into vital business operations. This holistic strategy not only boosts efficiency but also fortifies the security of document and contract management for organizations. As a result, businesses are empowered to navigate their documentation processes with greater ease and reliability.

What is Co-Flo CLM?

Co-Flo CLM for Legal is a cloud-based platform specifically tailored for in-house legal teams to manage the entire lifecycle of contracts, and it operates seamlessly with iManage Work. This application eliminates the necessity for a separate repository, data migration, or complex integration efforts. The use of Smart Forms enhances the intake process and assigns RACI roles according to the contract type or the department involved. Each contract type comes with a uniquely designed workspace template that includes relevant stages, tasks, and security protocols. Routine agreements can be generated efficiently using the intake data, while iManage AI searches through best-practice libraries and past documents to create initial drafts. Negotiations take place within iManage, leveraging features such as version control, collaborative editing, and detailed audit trails. Furthermore, the system automates approval workflows and integrates with services like DocuSign or Adobe Sign for execution, ensuring that signed documents are stored back in iManage. After signing, AI technology extracts essential obligations and deadlines, providing automatic reminders for renewals, notice periods, and compliance needs. Dashboards deliver real-time insights into contract statuses, team workloads, potential bottlenecks, and upcoming expirations, further enhancing management capabilities. In addition, signed agreements can be organized into a searchable knowledge database that improves accessibility and retrieval. This cutting-edge solution operates effectively only when used in conjunction with iManage Work, reinforcing its dependence on that platform for optimal performance.

Media

Media

Integrations Supported

Docusign
HubSpot CRM
Microsoft Word
Salesforce
Zapier

Integrations Supported

iManage

API Availability

Has API

API Availability

Pricing Information

$299/year
Free Trial Offered?

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Not specified

Training Options

Documentation Hub
Online Training

Training Options

Not specified

Company Facts

Organization Name

Fortva

Date Founded

2019

Company Location

Ghana

Company Website

fortva.com

Company Facts

Organization Name

Co-Flo Enterprise

Date Founded

2019

Company Location

Netherlands

Company Website

www.co-flo.com

Categories and Features

Categories and Features

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