Contract management software for in-house counsel

The GC usually gets the question because nobody else can find the contract. ContractSafe makes every agreement searchable, including the scanned ones you inherited from shared drives and inboxes.

• OCR makes any file keyword searchable, scans included.
• Search the whole account for any word, or ask in plain English and get a matching list.
• AI search only returns contracts the user is allowed to see, so self-serve search doesn’t expose anything.
• Ask AI a question about a contract, like its notice period, and get an answer without reading every page. That’s on every plan.

Auto-renewals and notice windows are where a missed date costs money. ContractSafe puts each date in front of the person who has to act on it. See how date tracking works.

• AI reads each contract on upload and pulls out renewal, termination and notice dates. A person confirms or edits each one.
• Anyone can get a reminder, including a sales rep, outside counsel or someone who isn’t a ContractSafe user, and the contract is attached to the email.
• Reminders belong to the contract, not one person’s inbox, so they keep firing when someone changes roles. You can reassign a person’s reminders in one click.
• Turn on Autorenew and the renewal date and the deadline to renew roll forward each cycle, with reminders reset on their own.

Unlimited users on every plan means sales, finance and ops can all have accounts. Permissions decide what each of them sees. Here’s how roles and sharing work.

• Set access by folder and tag, then manage it with permission groups, teams and user-level settings.
• Custom roles set what each person can do with the contracts they can open.
• There are no field-level permissions. Access is set per contract, so anyone who can open a contract sees all of its fields. Keep sensitive agreements in a folder only legal can open.
• ContractSafe records contract views, downloads and changes in an audit trail on every plan.
• ContractSafe is SOC 2 Type II compliant, has ISO 27001 certification and is HIPAA and GDPR compliant, with data on Amazon Web Services and 256-bit AES encryption. See security.

ContractSafe’s AI does the reading. A person makes the call.

• Every plan: AI can extract up to 29 fields from each contract, and admins choose which fields it looks for.
• Every plan: accept, correct or skip each suggested value before it’s saved.
• Maximize: AI Contract Review checks incoming contracts against rules your team defines, reports passes and failures, links to the relevant clause and can suggest wording.
• AI doesn’t edit documents on its own. A person decides whether and how to change a contract, and AI-created rules need a person to accept them.
• ContractSafe doesn’t use customer data to train AI models, and you can use some AI features or none.

Once a contract is ready, it shouldn’t have to leave the system to get approved and signed.

• Finalize and Maximize: approval sequences set who reviews a contract and when. Pending approvers get an email reminder every three days, and a rejection stops the process and notifies the requester, with the reasons kept.
• Finalize and Maximize: unlimited native e-signature with no per-user charge or envelope limit. Signers sign from the emailed request without an account.
• Finalize and Maximize: comments with user tagging, and Microsoft Word editing with tracked changes that sync back to ContractSafe.
• Maximize: custom intake forms and templates. Template owners can lock wording and require fields.

ContractSafe is full-lifecycle contract management for the GC or small legal team who needs the rest of the company working in the system on day one. If you’ll have a dedicated administrator building branching workflows, an enterprise CLM may fit better. Here’s how to tell, including what ContractSafe doesn’t do.

For a side-by-side look, see ContractSafe vs Ironclad.

Every plan includes onboarding, training, migration of your existing contracts, support and a dedicated customer success manager, with no implementation fee. See plans and pricing.

• The median new customer has its first contract in ContractSafe within a week of buying.
• Of new customers who have an onboarding meeting, 70% need just one in their first 90 days.
• ContractSafe pricing starts at $450/month on the Organize plan, billed annually, and moves with plan and contract volume, never headcount.
• Pay month-to-month or annually, and upgrade mid-term with the difference prorated.

ContractSafe pricing starts at $450/month on the Organize plan, billed annually, with unlimited users on every plan. Price depends on plan and contract volume, not headcount. Onboarding, migration and support are included, with no implementation fee.

If you’re the person everyone asks to find a contract or a date, it’s worth it. ContractSafe lets the rest of the company search, track and sign on their own, so routine questions stop landing on you. Rugiet Health’s Head of Legal and Compliance runs a legal department of one on it.

Yes. Every plan includes unlimited users, and access is set by folder, tag, user and group. ContractSafe doesn’t have field-level permissions, so anyone who can open a contract sees all of its fields. AI search only returns contracts the user is allowed to see.

On Maximize, AI Contract Review checks incoming contracts against rules your team defines, reports passes and failures, links to the relevant clause and can suggest wording. It doesn’t edit documents on its own; a person decides. AI extraction of up to 29 fields is on every plan.

The median new customer has its first contract in ContractSafe within a week of buying. Every plan includes onboarding, training, migration of your existing contracts and a dedicated customer success manager, with no implementation fee.

Yes, on Finalize and Maximize. Native e-signature is unlimited, with no per-user charge or envelope limit, and signers don’t need a ContractSafe account. It’s powered by Dropbox Sign. The Organize plan doesn’t include e-signature.

For a general counsel or small legal team at a 50 to 1,000-person company, it often is. ContractSafe has published pricing, unlimited users and no implementation fee. If you need approval workflows with branching custom data models that a dedicated administrator will keep configuring, an enterprise CLM may fit better.