Case Study

How Point One Navigation Automated 90% of Sales Contract Filing with the ContractSafe API

The Challenge

Contracts scattered across Google Drive and team member inboxes

Point One Navigation builds the world's largest precision location platform for companies developing autonomous and location-dependent systems. Industries like agricultural equipment, utility crews locating buried gas and electric lines, hands-free driving systems, and delivery drones use Point One to provide centimeter accuracy for their mission-critical devices.

Craig Wallace owns multiple Point One back-office functions, including contracts, but he's not a lawyer. He's the VP of Finance. External counsel handles the questions that need legalese, and Craig plays the business decision-maker in the middle, weighing risk and supporting the sales team.

Before ContractSafe, Point One's contracts lived in Google Drive and were spread across different people's inboxes. The gaps surfaced at the worst times. They manifested across a spectrum of difficulty from the sales team being unable to find a contract, all the way to hours-long collation of records during time-sensitive venture-backed company diligence phases.

Point One's Finance department wanted one contract platform that they could correctly tag with the data that sales and finance care about and connect to the company's other systems for efficient discovery and retrieval. To solve the problem, the Finance department needed a better filing system and reliable ongoing filing methods. Enterprise vendors quoted prices several times higher than ContractSafe's for features Point One would never use. ContractSafe's pricing was transparent, sized for the company and use case, and left room to grow.

During diligence, prospective investors' counsel have asked to see every NDA we'd ever signed. With ContractSafe, that's a 10-second exercise: NDA folder, download, done.

Craig Wallace VP of Finance, Point One Navigation

ContractSafe's Solution

One platform for the whole contract lifecycle

ContractSafe covers the whole contract lifecycle, from intake and approvals to e-signature, deadline alerts and reminders, reporting, and AI data extraction. Point One runs the heart of it: every agreement in one repository, tagged with the data the company needs (counterparties, dates, HubSpot deal IDs, renewal terms, marketing terms, etc.) and wired into the rest of the company through the open API. Regardless of the ask, individual- or aggregated-level retrieval can happen in seconds and Point One aspires to make this as self-serve as possible.

“ContractSafe's API is lightweight, and the docs are open, so I could hand them straight to the AI tools I build with. The customer success team was also super supportive.”
— Craig Wallace, VP of Finance, Point One Navigation

The Point One Finance org isn't made up of engineers. Instead the department was able to build the filing pipeline itself on that API: when a sales contract is signed in HubSpot, the signed PDF and the deal's details land in the correct ContractSafe folder, tagged with both OCR-generated properties and CRM-sourced metadata. Nobody files anything by hand, and subsequent discovery and Q&A have become extremely efficient.

How Point One runs contracts day to day

A custom HubSpot integration, built by Craig Wallace and his team on ContractSafe's open API, files signed sales contracts automatically, tagged and in the right folder.
Tags and search turn finance questions into saved answers, like the list of every customer who has agreed to marketing cooperation.
Role-based permissions give sales access to NDAs and sales agreements while vendor contracts stay restricted.
A Slackbot Finance built on the ContractSafe API allows for a conversational interface where the sales team can ask questions about customer contracts, like whether an NDA exists with a company, complete with links.
ContractSafe AI suggests the data for contracts outside the automated path, so nobody enters the details from scratch.

“Reducing the number of clicks in any back-office function's day-to-day is a huge timesaver. Through the collaboration with ContractSafe's team, their APIs and AI support, our non-technical team has been able to dramatically improve this on the legal document front.”
— Craig Wallace, VP of Finance, Point One Navigation

The automations are Point One's own work. What made them possible is an API open enough, and documented well enough, for a finance leader to build on without an engineer. Trying the API took no upfront commitment: support turned on a month-long trial about 20 minutes after Point One's VP of Finance asked, and pricing waited until Craig was ready to buy.

Every VC-backed company goes through periodic diligence and disclosure requirements. Craig has done this many times in his career and has felt the pain and countless hours, under time pressure, of trawling through shared drive folders and email to find copies of agreements. Knowing that everything is housed within ContractSafe has made these processes a non-issue now.

Rollout & Results:
filing on autopilot, answers in seconds

“90% of our order forms get filed into ContractSafe with no touches — and, most importantly, in a structured way. We've automated the whole process.”

- Craig Wallace, VP of Finance, Point One Navigation

Signed to filed, hands-free

When a sales contract is signed in HubSpot, the workflow Point One's Finance team built files the PDF and deal details into ContractSafe, tagged and in the right folder.

Diligence answered in seconds

When investors asked for every NDA the company had ever signed, the tagged NDA folder turned hours of digging into a 10-second download.

Contract answers in every time zone

The Finance team's Slackbot answers whether an NDA exists with a company, complete with links to the agreements.

One click from every deal

Every deal in HubSpot carries its contract's exact ContractSafe link, so reps open the right agreement without asking Craig or hunting for it.

Access without exposure

Sales self-serves the agreements they're allowed to see; vendor and confidential folders stay locked to finance.

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“We wanted something that was easy-to-use, that was the most important thing that we were looking for. We’ve chosen the right platform with ContractSafe and we’ve gotten a lot of compliments. Whenever you roll out any new program, you expect some constructive criticism but all we’ve gotten are kudos.”

"ContractSafe has been an amazing enabler, helping us automate other processes and level up our ability to manage an increasing volume of highly custom customer engagements."

"ContractSafe has been a lifesaver to 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 and easy to find, and the renewal reminders help us keep on top of any upcoming expiring contracts. Their customer support is excellent.