ContractSafe

ContractSafe gives teams a single secure repository where contracts are uploaded, read by AI for key dates and terms, tracked with reminders and, on higher plans, approved and e-signed.

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Overview

Upload contracts by drag-and-drop, email or link and AI extracts up to 29 key fields such as dates and parties; nothing is saved until a person confirms it. OCR makes scanned PDFs searchable, and natural-language questions return answers with citations. Date reminders, auto-renewal tracking and saved reports keep renewals on schedule. The Finalize and Maximize plans add approval workflows, Word editing with redlining, comments and unlimited built-in e-signatures; Maximize adds intake forms, templates, lifecycle tracking, AI contract review, APIs and Salesforce integration. Every plan includes unlimited users, with access controlled by roles and folder permissions.
More product details

Who it is for

Industries
  • Education
  • Healthcare
  • IT services
Organization Types
  • Business
  • Nonprofit
  • Education

Product

Solution Kind
Application

Images

Features

Contract Drafting

Build a first draft from approved template language with required fields

Intake forms connected to templates fill the first draft

What you need
  • Templates and intake forms on the Maximize plan
More details & conditions: Contract Drafting

In-app editing with versioning

Categories: Contract Management

Digital Signature

Send an approved contract for signature from the contract page

Choose signers and signing order

What you need
  • Finalize or Maximize plan
More details & conditions: Digital Signature

Signed copy replaces the draft with the audit trail attached

Categories: Contract Management

Team Collaboration

Comment on a contract and @mention teammates

Highlights and notes linked to key terms

What you need
  • Contract comments and @mentions on Finalize and Maximize plans; key-term highlights on every plan
More details & conditions: Team Collaboration

Approval comments and rejection reasons saved with the contract

Categories: Contract Management

Completion Tracking

Track each contract's stage from request to signature and days spent in each stage

See who has approved and who has signed

What you need
  • Lifecycle tracking on the Maximize plan; approval and signing status on Finalize and Maximize
More details & conditions: Completion Tracking

Automatic stage changes from approval and eSign activity

Categories: Contract Management

Data Extraction

AI reads an uploaded contract and extracts up to 29 key fields such as dates and parties

Automatic categorization and contract-type detection

What you need
  • AI data extraction for custom fields on the Maximize plan
More details & conditions: Data Extraction

AI-extracted values flagged until a person validates them

Categories: Contract Management

Electronic Signature

Built-in e-signature with unlimited documents and signatures

Signing order and signer hand-off

What you need
  • Finalize or Maximize plan
More details & conditions: Electronic Signature

Audit trail attached to the signed document

Categories: Contract Management

Electronic Signature

Legally binding e-signatures powered by Dropbox Sign meeting the U.S. ESIGN Act and UETA

Signers sign from an email without an account, download or plug-in

What you need
  • Finalize or Maximize plan
More details & conditions: Electronic Signature

Customizable signature fields and layout

Categories: Digital Signature

Multi-Party Signing

Send one contract to several signers

Set the signing order so each person receives it in turn

What you need
  • Finalize or Maximize plan
More details & conditions: Multi-Party Signing

Let a signer hand the request off to someone else

Categories: Digital Signature

Team Collaboration

Comment and @mention teammates on a contract

Approval comments and rejection reasons saved with the contract

What you need
  • Finalize or Maximize plan

Categories: Digital Signature

Encryption

AES-256 encryption of data at rest and in transit

Categories: Digital Signature

File Sharing

Share or limit access to contracts by folder, tag, user or team

Send reminder emails with the contract attached

Categories: Digital Signature

Archiving & Retention

Executed copy is filed on the contract record with the draft kept as an attachment

Unlimited archive and attachments

More details & conditions: Archiving & Retention

Downloadable backups of documents and data

Categories: Digital Signature

Show all details (20)

Document Capture

Add contracts by drag-and-drop, upload, email-in or link to an online agreement

Bulk upload and duplicate flagging

More details & conditions: Document Capture

OCR makes scanned PDFs searchable

Categories: Legal Document Management

Full Text Search

Google-like keyword search across every contract, including scans

Exact-match and phrase search with jump to highlighted match

More details & conditions: Full Text Search

Natural-language smart search

Categories: Legal Document Management

Document Generation

Generate a first draft from approved template language

Convert documents to Word for editing

What you need
  • Templates on the Maximize plan

Categories: Legal Document Management

Document Review

AI Contract Review checks contracts against a playbook with pass/fail per rule

Redlining compares two versions and highlights changes

What you need
  • AI Contract Review on Maximize; redlining and comments on Finalize and Maximize
More details & conditions: Document Review

Comments and approvals on the contract

Categories: Legal Document Management

Document Storage

Central contract repository organized by tags, types and folders

Amendments, attachments and related documents linked to each contract

More details & conditions: Document Storage

Unlimited archive

Categories: Legal Document Management

Document Automation

Automatic date reminders and auto-renewal tracking

Approval routing with reminders

What you need
  • Approval workflows on Finalize and Maximize plans
More details & conditions: Document Automation

Scheduled report emails

Categories: Legal Document Management

Document Classification

Automatic categorization and tagging of uploaded contracts

Auto-extract contract types and mandate forms by type

Categories: Legal Document Management

Archiving & Retention

Unlimited archive and attachments

Version history for every contract

More details & conditions: Archiving & Retention

Downloadable backups of documents and data

Categories: Legal Document Management

Workflow details

Obligation Tracking
Yes

Categories: Contract Management

Envelope Limits
Documents sent for e-signature

Unlimited

Conditions
No envelope limit or per-user fee; e-signature is included on the Finalize and Maximize plans

Categories: Digital Signature

Pricing

Common pricing conditions

Applies to: Organize · Finalize · Maximize

Add On Fees
  • Jump Start contract data extraction

    USD 2.5/ per contract

    Trigger
    Optional paralegal service that extracts information from existing contracts; the rate shown is the starting price
Commitment Months
12
Guest charging rules
  • Unlimited users are included on every plan at no extra charge, including read-only users and administrators.
Trial Available
Yes
Trial is free
Yes

Organize

USD 450 / flat fee / monthBilled annually

USD 450 / flat fee / month

Billed annually

Plan details & limits

Business Model
  • Subscription

Finalize

USD 660 / flat fee / monthBilled annually

USD 660 / flat fee / month

Billed annually

Plan details & limits

Business Model
  • Subscription

Maximize

USD 815 / flat fee / monthBilled annually

USD 815 / flat fee / month

Billed annually

Plan details & limits

Business Model
  • Subscription

Technical details

API

Programmatic access
Yes

Languages & regions

Business Currencies
  • USD

AI

Citations
Yes
Customer Data Training
Never by contract
Human Approval
  • Selected actions
Input Modalities
  • Text
Output Modalities
  • Text
Use Cases
  • Information extraction
  • Document question answering
  • Automatic tagging

Deployment

Client Channels
  • Browser
Delivery Models
  • Cloud (SaaS)
Hosting Regions
  • United States
  • European Union
  • Australia

Implementation

Delivery Mode
  • Self service
  • Vendor
Typical Duration
Unit
Hours
Scope
Initial setup and configuration by end users, without IT or consultants
Estimate kind
Vendor estimate

Data

Exit Export Scope
  • Records
  • Attachments
Export Formats
  • CSV
  • XLS

Customization

Skill Level
  • No code
Supported Scopes
  • Fields
  • Roles
  • Dashboards
  • Reports
  • Templates

Security

Access Models
  • Role based
Assurances
  • Kind
    Audit report
    Scope
    ContractSafe platform, annual audit
    Standard
    SOC 2 Type II
  • Kind
    Certification
    Scope
    ContractSafe platform, annual audit
    Standard
    ISO 27001
  • Kind
    Certification
    Scope
    ContractSafe platform
    Standard
    TX-RAMP Level 2
Encryption At Rest
Yes
Encryption In Transit
Yes
Residency Scope
  • Region
    United States
  • Region
    European Union
  • Region
    Canada
  • Region
    Australia
SSO Protocols
  • SAML

Support

Channels
  • Email
  • Phone
  • Chat
  • Knowledge base
Human Availability
Weekdays
  • Mon
  • Tue
  • Wed
  • Thu
  • Fri
Human staffed
Yes
Included In Plan
Yes
Training Formats
  • Documentation
  • Webinar
  • Live online

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