We know there are lots of loyal DocuSign users out there. That’s why we made our DocuSign integration even better. We already had a one-way integration where your final executed DocuSign agreements are automatically saved in your ContractSafe account. We’ve now added a two-way integration where you can send final drafts from your ContractSafe account out to DocuSign for execution, and have the final executed agreements automatically returned to the right place in your ContractSafe account.

This is another example — along with SAML2.0/OKTA integration, full audit trail, powerful reporting, robust user permissions, and custom fields — of our mission to provide a solution that’s incredibly easy-to-use and powerful for enterprises. And we’re not done! Coming soon . . . SalesForce integration.

If you’d like more information on our DocuSign integration or any other features, feel free to email us at support@ContractSafe.com or call us at 310-349-3193.

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We won!

Very excited to win the Most Promising Recurring Revenue Innovator Award at the 2017 Recurring Revenue Conference! The conference, which featured great panels and speakers (Dave Berman-Zoom, Ian Siegel-ZipRecruiter, Howard Marks-StartEngine, etc), was a great networking and learning event. Thanks to Sutton Capital Partners and everyone who voted for ContractSafe! We’re honored for the recognition.

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Today I’m going to answer a question I get asked all the time . . . what is OCR and why should I care about it?

Most legal documents today are scans that are saved in PDF format. That’s great in a lot of ways, like making it easy to send documents by email.

The downside is that scans are images like digital pictures. This means you can’t search them like you would a Word document or web page.

Let’s take a common scenario. A final contract is scanned and emailed to you. The scanner gives the file a jibberish name . . . Canon282716799339.pdf. Now what do you do?

Most people save it in a folder structure and hope they’ll be able to find it later when needed. Maybe they rename the file with some kind of naming convention. That takes time. And it might get misfiled.  And quickly this process becomes sign it, scan it, lose it. Sound familiar?

That’s where OCR comes in. OCR stands for Optical Character Recognition. It’s a special kind of software that converts the text in scans into searchable text.

Our solution, ContractSafe, automatically OCRs every scan to make it fully searchable. How does that help?

It means you can do a quick, Google-like search to instantly find any document you need. You want the confidentiality agreement with an employee named Lincoln? Just type “confidentiality” and “Lincoln” in the search bar and there it is . . . instantly.  

And, once you find the right document, you can search within it to find the section or information that you need. No need to click through 15 folder layers, and then click through page by page to find the info you need.  

We’ve tested this and it makes it up to 6 times faster to find what you need. How’s that for saving time and making your life easier!

If you want to see this in action, just visit www.ContractSafe.com. We offer a 7 day free trial. You can sign up on the site and try it immediately without any sales demo or special training.  

Thanks!

Ken

P.S. I hope you enjoy this post. If so, I hope you’ll join the discussion by posting a comment and share the post with your network.

 

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ContractSafe is now a member of the Okta Application Network. That means ContractSafe is an approved, pre-integrated application that works with Okta (and any other SAML 2.0 application) for easy single sign-on authentication. For enterprises that use single sign-on, this means your users can log into ContractSafe without using separate login credentials.

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10382575 - not good enough

If you are like most companies, you store your contracts and other legal documents in a shared drive or generic cloud service like Box, Dropbox or Google Drive. This approach is risky and wastes time. How? Here are five reasons and the best practices to correct these issues.

Missed it by that much

What? . . . we missed the deadline to cancel our data agreement and it auto-renewed for another two years . . . for how much?!? Sound familiar? Generic storage systems don’t have any way to enter key contract dates and set reminders for these dates. Anyone who has been burned by missing a date is paranoid about missing another one. Maybe they try keeping a spreadsheet of key dates. Or they enter them as a meeting on their Outlook or Google calendar. But people leave, they are out sick, or just get busy and forget to check. Calendar apps simply are not good for tracking tasks and dates, especially if you miss the first notice. You need a good, easy system to track dates, send reminders, and keep you on track even as people change in your organization.

Search-free zone

Most legal documents are scans, which typically aren’t searchable in generic storage solutions. It’s common to compensate for this by storing contracts in an elaborate folder structure. And maybe also use a file name convention (name_party_date_moon phase.PDF). But we’ve all been there before . . . wasting tons of time clicking around in folders to find that one contract we need. Or worse . . . misnaming or misfiling that document and never seeing it again. The better approach is to have all your contracts indexed in a single repository with automatic OCR (which makes your scans fully searchable) where you can find them instantly with Google-like searching.

Top secret

Contracts and other legal documents are often confidential. Keeping them in the same repository as the rest of the company’s documents risks breaching this confidentiality. The generic storage solutions allow access controls by folders (yup, the old-world folder concept pops up again), but it takes effort and discipline to manage these permissions. Separating contracts into a repository with fewer users and specialized roles and permissions for legal documents makes this all much easier and safer.

I can’t believe he deleted the whole thing!

One of our customers had a former employee “accidentally” delete their contract folders in Dropbox during his exit from the company. The company called Dropbox and discovered that there was no way to recover the files. The generic document storage systems don’t protect you from this nightmare scenario. The first level of protection for this is having a system with specific user roles that prevent the user from having delete rights.  And the system should have the ability to recover “accidentally” deleted files if needed.  

Time kills deals

Having your contracts and other legal documents (formation documents, minutes, insurance, etc.) ready to go in diligence can mean the difference between a successful deal and a deal killed by delay. The generic storage options don’t have the user access functionality to safely enable diligence. Today’s specialized legal document apps are much better at this. And they continue to deliver efficiency and value after the deal is done and you’ve returned to operating mode.  

* * *

We experienced all of these frustrations in our past businesses. That’s why we built ContractSafe to address all of these risks and make your life easier. Our customers (like California Pizza Kitchen, Living Spaces and Ultra Mobile) call ContractSafe “disruptive” and “a miracle product.” To see how ContractSafe can help you save time and sleep better at night, visit www.ContractSafe.com to start your free trial or schedule a free 15 minute demo by clicking here.  

Thanks!

Ken

P.S. I hope you enjoy this post! If so, please join the discussion by posting a comment and share the post with your network.

 

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Stanford U logoWhat makes us tick at ContractSafe? Why are we so focused on providing an easy-to-use and affordable tool to make it easier for folks to find their legal documents, stay in compliance and protect confidentiality? Check out this Stanford Law School CodeX interview with ContractSafe co-founder Ken Button.

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8-mistakes-cover_1200x628CLICK HERE to download for free The Eight Scariest Mistakes In-House Counsel Make and How to Avoid Them. Take 10 minutes to read it and avoid these scary mistakes.

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google-sign

This interview with Mary O’Carroll, Head of Legal Operations at Google, provides a fascinating peak under the tent at how the company’s 1,000 in-house counsel operate. Check out the five key takeaways. #ContractSafe #CoolTech

 

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simple-on-torn-paperEver hear anyone say they want things to be more complex? Most strive for the opposite . . . simplicity, but it’s not always obvious how to achieve it. This new article provides examples of how taking the simple approach can boost your and your department’s productivity.

And we couldn’t agree more at ContractSafe about the importance of keeping it simple. That’s why we made ContractSafe super easy to use so that no training is needed to get started. Try a free trial and see for yourself.

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latest-news

How to tame your “big, disorganized mess?” We cover this and more in this interview about ContractSafe with SocalTech.

Thanks!
Ken

P.S. I hope you enjoy this post. If so, I hope you’ll join the discussion by posting a comment and share the post with your network.

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