Features

Every contract starts with someone asking for one, usually in an email that’s missing half the details. Our Intake Forms ask for the details you need up front, so requests arrive ready to act on:

• A custom form for each agreement type, like NDAs or vendor contracts
• Vendors and partners can submit by link, without logging in
• Requests routed to your approvers and filed in the right folder
• Connect a form to a template so answers fill the first draft
• Included on the Maximize plan

AI Contract Review gives incoming contracts a first read against your team’s own playbook, so you know what needs attention before negotiation starts. Here’s what it does (and doesn’t do):

• Pass or fail on every rule, with a plain explanation for failures
• A link to the clause, plus suggested wording when it’s available
• Build a playbook from a negotiated contract, highlighted language or a sample playbook
• AI-drafted rules only join a playbook once a person accepts them
• The AI never edits your contract; your team decides what changes
• Included on the Maximize plan

Questions about a contract shouldn’t end up buried in a reply-all chain. Keep the conversation on the contract, where the next person can find it:

• Ask a question or flag an issue right on the contract
• Tag teammates with an @mention so they’re notified
• Highlights and notes linked to key terms in the contract
• Approval comments and rejection reasons saved with the contract
• Key-term highlights and notes on every plan; contract comments and @mentions on the Finalize and Maximize plans

Once a contract’s approved, send it for signature right from ContractSafe, with no envelope limit or per-user fee to keep an eye on:

• Signers don’t need an account, a download or a plug-in
• Set the signing order, and let a signer hand it off
• The signed copy replaces the draft, with the audit trail attached
• Legally binding signatures that meet the U.S. ESIGN Act and UETA
• Contracts are fully signed a median of about six hours after they’re sent, and 65% within a day
• Unlimited e-signatures on the Finalize and Maximize plans

Our Search & Reporting features allow you to find contracts in seconds with Google-like keyword searching. Other benefits include:

• Quick and intuitive keyword searching
• Search for a contract, report, or document by keyword(s), just like you would on Google
• Ability to find exact match terms; search as broadly or as specifically as you’d like

Our Repository feature means you can keep all your documents safe in one place and quickly get your hands on the right document. Here are some of the features you can expect from our contract repository:

• Google-like search for all your contracts...even scans!
• Track a contract’s status throughout its lifecycle
• Store attachments, track amendments & link related documents

Using a new product can be scary from a security standpoint, but with ContractSafe you don’t have to worry about data breaches or malware. Here’s why:

• Each user’s contracts are encrypted and stored separately
• All data is encrypted at rest and in transit
• Intrusion, malware & virus detection
• Vulnerability & penetration testing

We know learning a new system can be tough, which is why we offer unlimited support online, by email & by phone. Here’s a few other ways we offer support:

• In-product help and guides
• Free implementation and support
• Optional service to extract, upload & organize legacy contracts
• Customized training sessions
• Free interactive training webinars for every user