Features

Never miss a contract date
  • Find contracts 6x faster
  • Share safely and confidentially
  • Silver

  • Gold

  • Platinum

  • Search & Reporting

  • Find contracts and key terms in seconds with Google-like keyword searching

  • Search every document with automatic Optical Character Recognition (OCR)

  • Sort, filter and export key information and documents

  • Print custom reports or export them into CSV / Excel

  • Customize dashboard for each user

  • Assign document types and tags to fit any business need

  • See documents and key terms anytime from anywhere

  • Alerts

  • Never miss a key date with easy date reminders

  • Track all key contract dates

  • Easily set automated email reminders

  • See a calendar of all upcoming dates

  • Track auto-renewing contracts, and get alerts BEFORE they renew

  • Set recurring dates and reminders for events (payments, annual audits, etc)

  • Repository

  • Number of Contracts in plan:

  • 100
  • 500
  • 5,000
  • Keep all documents in one safe place

  • Store and share contract templates

  • Track status pre- and post-execution

  • Email documents directly into your account

  • Convert all scans to searchable text with Auto-OCR

  • See term sheet of key contract terms

  • Send contracts by email directly from your account

  • View and search through any contract, even scans

  • Download backup of documents or data at any time

  • Receive new document notifications

  • Track amendments

  • Store related documents (drafts, SOWs, insurance certs, etc)

  • Connect related documents to each other

  • Easily create your own custom fields for tracking and reporting

  • Organize custom fields into templates (by document type)

  • Sharing & Roles

  • Unlimited users

  • Download or share the contract by email any time

  • Easy roles and permissions to protect confidentiality

  • Read-only users (no printing or downloading)

  • No-delete users

  • Full reporting and analytics

  • Share/limit access by Document Type

  • Customizable Document Types

  • Share/limit access by Tags (eliminates the need for separate data/diligence rooms)

  • Security

  • ISO 27001 certified data centers

  • PCI DSS certified data centers

  • 256 bit AES Encryption

  • Secure, private SSL (TSL) 256-bit viewing sessions

  • Automatic failover

  • Offsite backup of all data

  • Intrusion detection

  • Malware and virus detection

  • Vulnerability testing

  • Penetration testing

  • Audit trails

  • Dual Factor Authentication

  • SAML 2.0 Integration for single sign on

  • Integrations

  • Okta

  • SAML 2.0 single sign on

  • Docusign

  • Other e-sig providers (coming soon)

  • SalesForce (coming soon)

  • Support

  • Unlimited support online, by email and by phone

  • No implementation fee

  • Upgrades included

  • Optional service to extract, upload and organize legacy contracts

  • Customized training sessions