What is ContractSafe?

ContractSafe is contract lifecycle management software for organizations of 50 to 1,000 people, where one person (often a general counsel, finance lead or contracts manager) owns contracts and everyone else needs to request, approve and sign them.

The Maximize plan covers the whole lifecycle: custom intake forms, templates, approval sequences, unlimited built-in e-signatures, and a pipeline view of every contract's stage. The Finalize plan has approvals, e-signature, redlining and Word editing too. Every plan includes AI extraction of key dates and terms, recurring renewal reminders, custom dashboards and emailed reports.

Pricing is published and starts at $450 a month, billed annually. Users are never priced per seat, and migration of existing contracts, onboarding, training and a named customer success manager come with every plan at no implementation charge. Customers come from 98 industries, led by health care and life sciences.

Pricing

Price Starts At:
$450/month
Price Overview:
Each plan covers more of the contract lifecycle, from renewal tracking on every plan to intake, approval and signature on Maximize. Price is set by plan and contract volume, never by headcount, and every plan includes unlimited users, onboarding, migration and a dedicated customer success manager, with no implementation fee.

Organize: AI extraction, date alerts, dashboards, reports and in-app editing. From $450/mo, billed annually.

Finalize: adds approval sequences, built-in e-signature, redlining and Word editing. From $660/mo, billed annually.

Maximize: the full lifecycle, adding intake forms, templates, stage tracking, AI contract review, Salesforce and the API. From $815/mo, billed annually.

Starting Price field (limit 100 characters): $450/month (Organize plan, billed annually; $540 month-to-month)
Free Trial Offered?:
Yes

Integrations

Offers API?:
Yes, ContractSafe provides an API

Screenshots and Video

Company Facts

Company Name:
ContractSafe
Date Founded:
2015
Company Location:
United States
Company Website:
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Product Details

Deployment
SaaS
Training Options
Documentation Hub
Online Training
Webinars
Video Library
Support
Standard Support
24 Hour Support
Web-Based Support

Product Details

Target Company Sizes
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English

ContractSafe Categories and Features

Legal Document Management Software

Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Indexing
Document Tagging
Full Text Search
Version Control

Digital Signature Software

Audit Trail
Auto Reminders
Document Analytics
Task Progress Tracking

Contract Management Software

Buy Side (Suppliers)
Completion Tracking
Compliance Tracking
Contract Lifecycle Management
Electronic Signature
Full Text Search
Government Contracts
Pre-built Templates
Sell Side (Customers)
Specialty Contracts
Version Control
Workflow Management

ContractSafe Customer Reviews

Write a Review
  • Reviewer Name: Barbara T.
    Position: Executive Assistant
    Has used product for: 2+ Years
    Uses the product: Daily
    Org Size (# of Employees): 100 - 499
    Feature Set 5 out of 5 stars
    Layout 5 out of 5 stars
    Ease Of Use 5 out of 5 stars
    Cost 5 out of 5 stars
    Customer Service 5 out of 5 stars
    Would you Recommend to Others? 10 out of 10

    Organizing Made Easy

    5 out of 5 stars Date: Jun 24 2024
    Summary

    Great application for organizing, reminding about expiration dates, and communicating with other staff. All of our staff that use it like the ease of use and capabilities.

    Positive

    User friendly, great customer support, great storage capabilities, tagging feature is helpful, comments feature is useful.

    Negative

    I have not found anything I do not like about it yet.

    Read More...
  • Reviewer Name: Tracy W.
    Position: Senior HR Director
    Has used product for: Less than 6 months
    Uses the product: Daily
    Org Size (# of Employees): 26 - 99
    Feature Set 5 out of 5 stars
    Layout 5 out of 5 stars
    Ease Of Use 5 out of 5 stars
    Cost 5 out of 5 stars
    Customer Service 5 out of 5 stars
    Would you Recommend to Others? 10 out of 10

    ContractSafe is a life saver!

    5 out of 5 stars Date: Jun 24 2024
    Summary

    We had our agreements, vendor contracts, and other documents all over the place. Our early-stage biotech company has numerous important NDAs, and many of them began expiring at the end of last year. We knew that our lack of tracking important expiration dates could cause issues in the near future if we didn't do something to automate this process.

    In comes ContractSafe. I met with Charles to do a demo, and I was impressed with the features, especially the AI function that automatically identifies the start and expiration dates, the company, counterparties, and any other important information you need to identify. You can even set up notifications to alert you to upcoming expiration dates.

    Positive

    I've been impressed with the features, especially the AI function that automatically identifies the start and expiration dates, the company, counterparties, and any other important information you need to identify. You can even set up notifications to alert you to upcoming expiration dates.

    ContractSafe is one of the most intuitive services I've ever used. I signed up about a month ago, and I've already uploaded over 150 documents. I especially love the ability to tag each document, create links, and set up folders and subfolders to organize our documents easily.

    The onboarding process was easy, and I had all the support I needed. Their security is top-notch as well.

    Negative

    There is not much I do not like about this service. Everything has been great so far.

    Read More...
  • Reviewer Name: Trent M.
    Position: General Counsel
    Has used product for: 1-2 Years
    Uses the product: Daily
    Org Size (# of Employees): 1,000 - 4,999
    Feature Set 5 out of 5 stars
    Layout 5 out of 5 stars
    Ease Of Use 4 out of 5 stars
    Cost 5 out of 5 stars
    Customer Service 5 out of 5 stars
    Would you Recommend to Others? 10 out of 10

    Great Platform and a Competitive Price

    5 out of 5 stars Date: Jun 24 2024
    Summary

    Overall, I'm very pleased with this platform. I would give it a 9/10, and I appreciate that they are continuing to look for ways to improve the platform. I looked at several other competitors, and for the price, which was significantly cheaper than other companies, it has all of the features we need. Highly recommend!

    Positive

    The platform hits all of our needs with functionality. Our main use is to store and track contracts, licenses/permits, etc., and it does a great job at this. I like how date notifications can be customized--e.g., send out a reminder 90 days before expiration to specific users. It also allows you to tag specific portions of the contract and include notes for future reference. I like that contract templates are customizable as well, since we have several different types of documents we are tracking, and I can customize what information is input and tracked. Customer service has always been responsive.

    Negative

    There's little I don't like, but I wish there was a drag and drop feature to add contracts. Additionally, while the platform lets you customize views, which is helpful, I wish there was a way to automatically have a view associated with certain folders.

    Read More...
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