Get Up and Running in 30 Minutes. Seriously.
Forget complex rollouts, weeks of training, and frustrating tech hurdles. ContractSafe is purpose-built to be simple from day one—so you can start uploading, organizing, tracking, and managing contracts in minutes, not months.
Seamless Setup. Zero Stress
Think you need everything perfectly organized before using ContractSafe? Not at all. Getting started is easier than you think—you can jump in with what you have, see results fast, and organize as you go—stress-free and your way.
Here’s how:
- Upload as-is. Messy folders? No problem. Bring your contracts in just the way they are.
- Let our AI do the heavy lifting. It doesn’t just pull key info like dates, parties, and renewal terms—it also flags whether contracts are fully or partially executed, and identifies amendments. Everything is clearly presented and ready for your review, so nothing slips through the cracks.
- Find what you need fast. Search across all your contracts—including scanned PDFs—thanks to powerful OCR technology. Track contract status, sort and filter by key fields, and locate any document or detail in seconds—no digging required.
- Organize your way. Use folders to structure your contracts in a way that makes sense for your team. And forms let you capture the data points that matter most to you, and while AI extracts key details automatically, you can easily add more. With flexible options like filters and tags, it’s simple to find and manage what you need—your way.
- Invite your team. With unlimited users and simple permission controls, adoption is quick and easy.
“Our main goal was to find a contract management system that was easy to configure and implement, easy to use across all departments with little training, and allow us to confidently manage our contracts without the need for additional resources—and ContractSafe provided exactly that.”
— Joe C., VP of Finance, Biotechnology Industry
Start Where You Are. Grow as You Go.
Getting started doesn’t have to be a big lift. Focus on what matters most to you, go at your own pace, and get up and running—your way. Start with manageable steps and celebrate your progress along the way!
- Start Small: Don't try to implement ContractSafe everywhere at once. Begin with your own department and then add others gradually.
- New Contracts First: Start using the CLM tool for all new contracts immediately. This prevents continuing the old process.
- Quick Win with Old Contracts: Bulk upload all your existing contracts (whether they’re active, pending, or recently signed) into the system. This makes them searchable right away. Start with the most important ones.
- Build Gradually: After uploading old contracts, slowly work on organizing them further. Then, add features like automated forms, templates, approvals, and electronic signatures.
RELATED: CLM Made Easy: From Evaluation to Implementation
Worried about switching from spreadsheets or a legacy system? Don’t be.
We’ve helped hundreds of teams make a smooth, stress-free transition, with zero downtime and no IT hassle.
You’ll get:
- Guided Implementation. Your dedicated Customer Success Manager guides you through every step, ensuring nothing is missed and you feel confident from day one.
- Migration Help. Bulk import your existing contracts—messy or complex—without starting from scratch. We make sure your important data is preserved and ready to use.
- Less IT Hassle, More Momentum. Get set up fast without tickets, consultants, or chaos. It’s a smooth, frustration-free process you can handle easily (but we’re always here if you need help).
- Custom Training. Training tailored to your team’s needs—whether a quick walkthrough or deep dive—to get everyone productive and confident quickly.
- Ongoing Support. Questions? Snags? Our friendly and knowledgeable support team is just a call or email away, ready to help you succeed well beyond launch.
“ContractSafe was incredibly quick and easy to learn how to use, get all of our data uploaded, and begin relying on the tool. It doesn’t over-complicate the process and was very easy to get our team up and running.”
— Emily Daley, Director of Commercialization
RELATED: Three Reasons That Some Contract Management Systems Fail and How to Avoid Them
Best-in-Class Onboarding—Backed by Real People
-
With one of the most efficient onboarding processes in the industry, most customers are fully onboarded in under 60 days.
-
Dedicated Customer Success Manager (CSM) for every customer.
-
Go live 2.5x faster than the industry average
-
100% onboarding satisfaction (yep, really)
“Their onboarding process was easy, and I had all the support I needed.”
— Tracy Ward, Senior Director, Sondor Research X
ContractSafe: No Hassles, Just Results
No need to stress—getting set up with ContractSafe is easier than you think. It’s simple, smart, and fast, so you’ll be managing contracts like a pro in no time. No clunky onboarding or consultants needed—just effective contract management up and running in under 30 minutes. You’ve got this, and we’re here to help whenever you need.
.svg){kind=logo}
.svg)
