ContractSafe Software


 

ContractSafe is a cloud-based content management system (CMS) suitable for businesses of any size. Key features include document management, contract management, key date alerts, permissions and reporting and analytics.

ContractSafe includes automatic Optical Character Recognition (OCR) functionality which enables all documents to be searchable. The solution includes customizable tagging, enabling users to sort, filter and export key information and documents. Users can also print custom reports or export them into CSV and Excel.

Other features of ContractSafe include customizable dashboards, automatic date reminders, contract templates, status tracking and role-based access permissions. The solution is able to support unlimited users and offers support through email and phone.

 

ContractSafe - Customizable Dashboard
 
  • ContractSafe - Customizable Dashboard
    Customizable Dashboard
  • ContractSafe - Simple Contract Summary
    Simple Contract Summary
  • ContractSafe - Search Even and Scan Documents
    Search Even and Scan Documents
Supported Operating System(s):
Web browser (OS agnostic)

29 Reviews of ContractSafe

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Joelle from Ralph Lauren Center for Cancer Care and Prevention
Number of employees: 51-200 employees Employees number: 51-200 employees

November 2017

November 2017

Great experience utilizing ContractSafe for our small business needs!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
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Product Quality
Quality
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Pros

Our company loves that this tool is Cloud based. We can access contracts from any location. The tool also offers the ability to link contracts and utilize keyword search which makes contract organization and access a breeze. In addition, ContractSafe lets an organization customize its users access; from full permission to view only.

Cons

The only thing that would make this software better is if it had the ability to show renewed and/or addendum agreements under the same heading. With contracts renewing annually and addendum's being continuously added, we may have 10 or more line items for one contract at any given time. We link associated agreements, but being able to take it a step further and organize connected contracts under the one heading would make it cleaner and more efficient.

Review Source: Capterra
 

xin from TLS contact
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

November 2017

November 2017

professional, efficient, Great service experience!

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Thanks to Contract Safe, all the granted colleagues can easily manage& extract the contract information without running around colleagues through a long and inefficient procedure.

Pros

the reminder- can set up for different departments; the Custom field- modifiable; and the convenience of uploading the contracts!

Cons

filter part is not supportive enough to extract the info. if there will be logical order on the filters that will help a lot.

Review Source: Capterra
 

Donna from World Oil Corp.

November 2017

November 2017

I have been very happy with this program. Easy to use and does exactly what it was designed for.

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Functionality

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Pros

ContractSafe has been a lifesaver for our company. We finally have a central location to store and keep track of our contracts. Uploading documents is a simple process, and the search feature is a lifesaver. Everything is organized, easy to find and the renewal reminders help us keep on top of any upcoming expiring contracts. Their customer support is excellent.

Review Source: Capterra
 

Stephen from The Law Office of Stephen P. Shepard, LLC

October 2017

October 2017

Fantastic product and customer support

Ease-of-use

Functionality

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For me, the primary benefit of ContractSafe is staying on top of contract expiration dates. Before using ContractSafe, I would miss contract expiration dates and get trapped into another contract through auto renewal.

Pros

The customer support is excellent and very personalized, as is the product itself. And ContractSafe offers a variety of plans that meet your needs and budget.

Review Source: Capterra
 

Victor from CommutAir
Number of employees: 501-1,000 employees Employees number: 501-1,000 employees

September 2017

September 2017

ContractSafe is user friendly, good customer support.

Ease-of-use

Functionality

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The reminder of upcoming terminating contracts.

Pros

The ease of use. Being able to make the templates to your need. The reminder feature is great. Also its ability to search within files from one search, attach files, linking amendments.

Cons

There are not may cons. I wasn't able to upload an excel file. But that may be coming, it is less common to have excel contracts, but may of the payment scales we keep are excel files.

Review Source: Capterra
 

Rose from Vital Strategies
Number of employees: 51-200 employees Employees number: 51-200 employees

August 2017

August 2017

Great experience with user-friendly software featuring great customer support.

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Functionality

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Powerful contract management system that allows us to track, store and manage contracts in a fast growing organization.

Pros

Designed by and for legal professionals, I love how intuitive and effective it is for contract storage and management.

Cons

As a new system, there are inevitably a few (very) small kinks to be straightened out but with such responsive customer support, this isn't a big problem at all given how quickly issues are listened to and resolved.

Review Source: Capterra
 

Kathy from TTCF

July 2017

July 2017

Set up, intial use and customer service have been quick and responsive.

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Pros

I really like the intuitive interface, ease of implementation and the ease of searching once contracts are uploaded

Cons

I'd love to see some basic formatting capability in the notes section (bullets, specifically)- wish I had the budget to pay for some of the more advanced features

Review Source: Capterra
 

Lauren from Campbell Consulting Group
Number of employees: 2-10 employees Employees number: 2-10 employees

April 2017

April 2017

Highly recommend ContractSafe for easy to use contract management

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If you have ever spent time looking for a contract or missed a key date, you will truly appreciate ContractSafe. I really like how easy it was to begin using ContractSafe and appreciate the awesome functionality and affordability for a small business. I wish I had found this service sooner!

Pros

Affordable
Easy to use
Great reminders
Searchable
Easy to implement
Flexible

Review Source: Capterra
 

Joshua from PuppySpot Group, LLC
Number of employees: 201-500 employees Employees number: 201-500 employees

April 2017

April 2017

Simple Solution to a Longtime Problem

Ease-of-use

Functionality

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I have tried a lot of different approaches to the problem of contract management in my career from clunky, home-grown shared files and spreadsheets to expensive virtual data rooms. ContractSafe is by far the best one I've found with its robust features, ease of use and great price point.

Pros

Ease of Use
Robust Features
Good Price

Review Source: Capterra
 

Julie from Quorum Hotel Advisors
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

March 2017

March 2017

Smart choice!

Ease-of-use

Functionality

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What started out as a means to control hotel contracts and renewals became an initiative for cost-savings. GM's increased their contract reviews and, in some cases, found alternative vendors that has lead to cost savings. The platform is extremely easy to use and the renewal notifications enable us to make smart decisions. The ContractSafe staff is extremely knowledgeable and does whatever is necessary to make the implementation and ongoing operations successful. The application is very cost-effective for small companies.

Pros

Cost effective contract system that control contracts and renewals and motivates GM's to make smart decisions.

Cons

We lose a bit of functionality as all of our entities are sharing the platform. However, because we can share the application, we are able to afford it.

Advice to Others

The ContractSafe team is more supportive than I could ever ask for. It was an unexpected attribute.

Review Source: Capterra
 

Vic from Fox Subacute
Number of employees: 201-500 employees Employees number: 201-500 employees

March 2017

March 2017

Works for us

Ease-of-use

Functionality

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We looked at a dozen similar products before making a decision. We proved ourselves 100% correct. Contract Safe is the easiest and most intuitive product available. Having staff take advantage of stored data requires only about 30 seconds of training.

Review Source: Capterra
 

Joseph from Yoi Corporation
Number of employees: 11-50 employees Employees number: 11-50 employees

March 2017

March 2017

Powerful and secure file storage

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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Contractsafe is an easy to use and powerful file storage solution for our company. Aside from its focus on security, the platform is perfect in our need to securities share sensitive documents within our different departments, teams as well as external clients, investors and directors. Gathering and accessing files is as simple as email and the tagging and notification systems ensure nothing gets lost. Excellent software that we would highly recommend.

Pros

Ease of use, security and service

Advice to Others

Best use case we've found is in the secure storage of contracts. Simpler that using Salesforce and cheaper to provide acccess for users that need the data but not a full salesforce license to do their jobs.

Review Source: Capterra
 

Christian from SunSystem Technology

March 2017

March 2017

Finally, the system we've all needed.

Ease-of-use

Functionality

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Value for Money

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Having run many companies in many industries over the years and dealing with different varieties of the same problems with respect to contract management, storage and sharing, I immediately recognized the benefits for my current company provided by the ContractSafe solution. Signup was easy, implementation was painless and when we ran into questions or needed help they were there to help. I highly recommend this product to any organization that has a large number of documents to manage and store. The search capability alone is worth its weight in gold and saves a tremendous amount of time and effort.

Pros

Cloud based, ocr capability, ease of implementation

Review Source: Capterra
 

Rob from LAC Group
Number of employees: 201-500 employees Employees number: 201-500 employees

March 2017

March 2017

Everything we need

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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ContractSafe has provided us an easy to use, effective and flexible contract management system to securely house and manage our contracts. We are able to quickly pull contracts with specific clauses, those expiring, those that are missing signatures, etc.

Pros

Ease of use, flexibility, functionality

Cons

None

Review Source: Capterra
 

Traci from Ultra Mobile

February 2017

February 2017

Great Product and Easy to Navigate

Ease-of-use

Functionality

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Contact Safe has been a great way for our organization to keep track of all of our signed documents and contacts. Uploading documents and organizing the dashboard is so simple. Customer service is excellent and my inquiries are always answered in a timely manner.

Review Source: Capterra
 

Larry from Pine Street Inn
Number of employees: 201-500 employees Employees number: 201-500 employees

December 2016

December 2016

ContractSafe for Document Management

Ease-of-use

Functionality

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Value for Money

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We are in the process of implementing ContractSafe and have found it very intuitive to use. Their support has been great and we are looking forward to having ContractSafe as part of our internal processes.

Pros

Ease of use

Cons

Haven't had any complaints yet

Advice to Others

It is simple yet powerful for our needs.

Review Source: Capterra
 

Jimmy from Healthcare Services

November 2016

November 2016

Great product even better team

Ease-of-use

Functionality

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Value for Money

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I needed a home for a couple thousand contracts and documents. Contract Safe has been absolutely fantastic so far. The versatility and freedom to make it do what you need is perfect - takes a little trial and error to make it work best for you - but I view that as a good thing. By far the best part of the experience is working with the people at Contract Safe. Customer service is on point and they listen to what you have to say and can immediately effect how you interact with the product.

Review Source: Capterra
 

Kari from California Pizza Kitchen

October 2016

October 2016

A Super Easy + Versatile Contract Management System

Ease-of-use

Functionality

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As an Evernote fan I was very impressed to come across a Contract Management Software that had the same minimal and versatile approach to storing data. It is specifically designed for contract storage and it includes features that really make managing these documents much easier. Specifically the Reminder Feature- this has been invaluable to our team. Getting reminders on our soon to expire contracts has really streamlined a what was once a very cumbersome process for us. Saves us time and makes us better at our jobs!!

Review Source: Capterra
 

Taruna from Apar Technologies Pte Ltd & Gavs Technologies Pte Ld

September 2016

September 2016

Amazing Software with Extraordinary

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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It is really easy to use with great safety features. What else can you ask for when it comes to handling long and exhaustive listing of contracts and legal documents.

Pros

There are number of Pros:-
1. user friendly
2. wonderful features
3. Secure
4. Good service
5. It is one point shop for all your contract issues
6. Saves time
7. Streamlines all contracts for your organization
8. Its a perfect central repository for contracts of your organization
9. Easy on pocket
10. It can be accessed by multiple user by providing them limited access thereby taking care of security and confidentiality of your contracts already stored on the software.
11. Since law-firms, Legal in-house department of various organizations are trying to go paper less therefore this product is a perfect solution to all their problems.
12. It takes care of tracking and also helps with reminders with respect to the termination dates of contracts or dates of legal matters.

Advice to Others

It is a perfect solution to number of legal document problems of your organization like: -
1.storage
2.tracking
3.security & confidentiality
4. Multiple users with inbuilt limited access to the users
5. can take care of the multiple markets document work by providing access to users across all markets to upload documents.

Review Source: Capterra
 

david from The Search Agency
Number of employees: 51-200 employees Employees number: 51-200 employees

August 2016

August 2016

Awesome way to Store all of our contracts!

Ease-of-use

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I loved how easy and intuitive it was to add contracts and they have really thought of almost any type of contract. I put in corporate paperwork, NDAs and customer contracts, easy to record each different type and easy to retrieve. I would recommend this service to anyone!

Pros

Easy to catalogue and add contracts

Cons

Have not found any yet

Advice to Others

Really deep contract personalization which I really like

Review Source: Capterra
 
 
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