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ContractSafe focuses on small and mid-sized businesses. We offer great organization, reporting, reminders, search and simple sharing. We do not offer full life-cycle or automation. Intuitive

Product Details

We organize your contracts easily and affordably! Incredibly easy to use and manage. Search and find any document (even scans) in seconds. AI pulls key info for setup. Email reminders so you'll never forget to renew (or cancel) an important contract. Collaborate with your whole team-with unlimited users. No implementation or configuration means you will be up and running right away. Find out why our customers call us "disruptive" and "a miracle product," and give us five star ratings!

Contact Details

ContractSafe

https://www.contractsafe.com/

Founded in 2015

Located in United States

Simple Interface
Customize Lists by User
AI Auto Extraction
Auto OCR and Search

Starting Price

  • $99.00/month
  • Unlimited users Monthly px ranges from $99 - $1299+ depending on features

Free Trial

Platform

  • Installed - Mac
  • Cloud, SaaS, Web
  • Installed - Windows
  • Mobile - iOS Native
  • Mobile - Android Native

Training

  • In Person
  • Live Online
  • Webinars
  • Documentation

Support

  • Business Hours
  • Online

ContractSafe Features

Buy Side (Suppliers)
Completion Tracking
Compliance Tracking
Contract Lifecycle Management
Electronic Signature
Full Text Search
Government Contracts
Pre-built Templates
Sell Side (Customers)
Specialty Contracts
Version Control
Workflow Management
Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Version Control

ContractSafe Reviews

Overall
5/5
Ease of Use
5/5
Customer Service
5/5

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Showing 50 of 61 reviews

Showing Most Helpful

Showing 50 of 61 reviews

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Company Size
Reviewer's Role
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Avatar Image
Paul T.
Vice President of Strategy and Business Development
11-50 employees
Used the software for: Less than 6 months
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
December 27, 2017

“A superb product with customer service to match - this is what I call excellence! ”

OverallThe benefits we receive are a centralized storage area for all of our contracts and company documents as well as customized reminders sent directly to recipients to let us know when a contract is expiring or a document may need attention. We also receive the benefit of moving away from a folder system on a shared drive in where it requires us to search into different folders in an attempt to find "just the right document." ContractSafe not only allows us to upload the contract, but we can also upload any supporting documentation and include notes - putting everything in one spot. This software platform has been a dream come true for our Company. We use this platform for contract management, HR document management, employee information management, company policy management - etc. It's been a 5 star experience for our Company.
ProsThe software is extremely intuitive. I confess, I did not watch a single tutorial video or read any of the FAQs as I wanted to see just how user friendly this tool is. In less than 10 minutes I had my first contract uploaded, tagged and had created two custom fields in my dashboard to capture the data I needed. I thought I would really dislike not having a folder structure to organize my contracts, but this tool has Optical Character Recognition (OCR) - just like Google - which means I can search any word or phrase - or type in some of the information I created in one of my fields - and the contract(s) pop right up. WOW. The other thing I want to comment on is the fantastic customer service provided by the ContractSafe Team. They actually want feedback, and they actually want to address customer concerns - and yes, you get an actual person on the phone when you call them. We looked at 4 other platforms and each of them felt like a high-pressure sales job to get us to sign-up in that moment without any discussion about how we would be supported on the back-end. Our experience with ContractSafe has been nothing short of OUTSTANDING! If you want a great product, who cares about your user experience and customer service - look no further.
Reviewer Source 
Source: Capterra
December 27, 2017
Verified Reviewer
Non-Profit Organization Management, 201-500 employees
Used the software for: 2+ years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
9/10
Reviewer Source 
Source: Capterra
September 3, 2019

“Excellent Contract Storage Solution”

OverallContractSafe was implemented because our agreements were spread out across every part of our organization and it was near impossible to track them down in a pinch. ContractSafe has solved that problem for us and now it's extremely rare that our legal team has to resort to asking around for a contract.
ProsWe have been very pleased with ContractSafe and have watched it grow and improve over time. The customer service has been great and any time we encounter a bug or spot an area for potential improvement we can tell our feedback is heard. ContractSafe is clearly designed for legal teams. The fields that are mapped to metadata are exactly what legal teams want to know and track. The ability to search anywhere within a document is excellent. It integrates well with DocuSign. The permissions and reminder functions are well set up.
ConsContractSafe is rapidly trying to roll out an AI feature that will read your contracts for you and pull out some of the metadata reducing the need for manual entry. While a laudable goal, right now the feature is still weak. Also a con is the fact that this is not a full lifecycle contract management solution, but it never pretends to be and doesn't charge as if it is.
Reviewer Source 
Source: Capterra
September 3, 2019
Verified Reviewer
Construction, 501-1000 employees
Used the software for: 1-2 years
Overall Rating
4/5
Ease of Use
5/5
Customer Service
5/5
Features
4/5
Value for Money
5/5
Likelihood to Recommend
9/10
Reviewer Source 
Source: Capterra
October 8, 2018

“Cost Effective Contract Database Solution ”

OverallWe had been searching for a method to convert our paper routing and approval process for all of our contracts for many years. We attempted to solve the problem with a customized product tied to our accounting software and that effort was a miserable and expensive failure. Contract Safe was literally up and running within a day and we customized the product ourselves to meet our needs. Customer Service is incredibly responsive to assist at any time.
ProsContract Safe is user friendly, easy to customize without the need to engage in a complicated build-out and a simple cost-effective solution to a long-standing need to convert our contract archive and review process from paper to a web-based application. Customer service is also top notch!
ConsThe software is a little glitchy from time-to-time and some features are not customizable but the cost effectiveness has allowed us to creatively work - around any issues we've faced and the customer service response to any issues is immediate.
Reviewer Source 
Source: Capterra
October 8, 2018
Nishat R.
General Counsel
Non-Profit Organization Management, 201-500 employees
Used the software for: 2+ years
Overall Rating
4/5
Ease of Use
4/5
Customer Service
5/5
Features
4/5
Value for Money
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
September 3, 2019

“A great place for simple but precise storage needs”

OverallWe needed to store our agreements in one secure place for an organization that has multiple departments and storing choices. It has been great to promote this for all departments, and to provide a way for teams to get notified when contracts are up for renewal, have issues or expire.
ProsContract Safe has important features for a minimalist approach to storing contracts, without multiple layers of functionality that is not needed. For PDFs it is wonderful to locate and find OCR text recognition work immediately and to store in folders in a simple creative fashion.
ConsBeing able to find the right contract is not always easy depending on the search term, but after a few tries, it works well.
Reviewer Source 
Source: Capterra
September 3, 2019
Taruna C.
Legal Counsel
Legal Services, Unspecified
Used the software for: Less than 6 months
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Source: Capterra
September 20, 2016

“Amazing Software with Extraordinary ”

OverallIt is really easy to use with great safety features. What else can you ask for when it comes to handling long and exhaustive listing of contracts and legal documents.
ProsThere are number of Pros:- 1. user friendly 2. wonderful features 3. Secure 4. Good service 5. It is one point shop for all your contract issues 6. Saves time 7. Streamlines all contracts for your organization 8. Its a perfect central repository for contracts of your organization 9. Easy on pocket 10. It can be accessed by multiple user by providing them limited access thereby taking care of security and confidentiality of your contracts already stored on the software. 11. Since law-firms, Legal in-house department of various organizations are trying to go paper less therefore this product is a perfect solution to all their problems. 12. It takes care of tracking and also helps with reminders with respect to the termination dates of contracts or dates of legal matters.
Recommendations to other buyersIt is a perfect solution to number of legal document problems of your organization like: - 1.storage 2.tracking 3.security & confidentiality 4. Multiple users with inbuilt limited access to the users 5. can take care of the multiple markets document work by providing access to users across all markets to upload documents.
Source: Capterra
September 20, 2016
PRESTON K.
Compliance Officer
Hospital & Health Care, 51-200 employees
Used the software for: 6-12 months
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
July 29, 2019

“YOU HAD ME FROM HELLO”

OverallWITH CONTRACT SAFE, WE CAN NOW EASIILY COMPLY WITH ACCREDITATION AGENCY STANDARDS
ProsThe ease of use and the straight forward organized graphics
ConsUNABLE TO FULLY ASSESS FOR THIS QUESTION
Reviewer Source 
Source: Capterra
July 29, 2019
Avatar Image
Paul S.
Accredited Pharmacist
Hospital & Health Care, 11-50 employees
Used the software for: 1-2 years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
October 9, 2018

“Manage your contracts securely and with ease”

OverallI find ContractSafe to be an extremely valuable and secure way of managing my time ensuring that I contact my customers well in advance of the contract anniversary.
ProsThere is an increasing acceptance of digital signatures and it makes sense to utilize digital storage of contracts for easy access and retrieval by my key staff. I find ContractSafe very easy to use to: 1. Set reminders about contract anniversary dates. I find a lot of companies who I deal with as a consumer only contact me annually when it's time to pay my subscription. Setting multiple reminders before the contract anniversary acts as another reminder that you should contact your customers well in advance of their anniversary, even if you think things are going well. I also use the key dates area of the ContractSafe dashboard to act as a visual reminder. 2. Always have access to the current contract and previous versions on demand. My clients often lose their contract and I can easily retrieve and email a copy to them within minutes. 3. ContractSafe is intuitive and very easy to set up and use. 4. I use the folders on the main dashboard to set my contracts up into various categories.
ConsI have been using ContractSafe for 18 months and have resubscribed on my anniversary. I haven't found any cons.
Reviewer Source 
Source: Capterra
October 9, 2018
Kristen H.
Director of Operations
Higher Education, 11-50 employees
Used the software for: Less than 6 months
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
April 25, 2018

“I was looking for an easy to use online tool to manage contracts for my small firm. ”

Overall- tracks my contracts - tracks cost and billing codes for my contracts - gives sales people read only access to view the contract statuses - allows me to tag contracts and leave notes for myself for the future
ProsI was surprised at how easily I could customize the software for me. Without even reading the support docs I was able to create custom fields for the contracts and customize the folder names. I tried several other software products for this (Agiloft, Dubsado, Hubspot and Zoho). We already use Hubspot and Zoho for other reasons, so I thought they would work. I think you could use this software without customizing it, but we sell different products and have different sales members, so I needed the flexibility.
ConsI'm not sure what the downsides are yet; I wouldn't have purchased it if I didn't think it was going to work for me! I guess I wish that pricing was the same for month to month and annual, and there is a little bit of a price break. Also, they might want to consider a two week trial, because sometimes it is hard to test everything in just a week!
Reviewer Source 
Source: Capterra
April 25, 2018
Cindy G.
CEO, Board Member, strategist
1-10 employees
Used the software for: 6-12 months
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Source: Capterra
August 22, 2016

“Wow. Contract Safe is fantastic! ”

OverallI have been using Contract Safe for 6 months now. Contract Safe has revolutionized the way that I am able to store and manage my company's contracts. I am able to control access for all of our Directors and Officers. They are able to access the most current documents that are relevant to their specific needs. I know that the documents are stored safely and securely. This software has saved me so much time. At critical moments, I know that I have any necessary document, easily searchable and easily accessible anytime, from anywhere in the world. I travel a lot, and this functionality is key to our success, our fiscal stability and to my piece of mind.
ProsEase of use. It is so easy to upload and categorize documents. The user interface is seamless and instinctive. It is so easy to manage deadlines and make sure that we are all working off the most current document. Emailing important reminders and deadlines has streamlined our functionality. Customer Support is there anytime I have needed it.
ConsI only wish that this software was developed sooner!
Recommendations to other buyersI am currently in the process of selling one of my businesses. This Software has been invaluable in the process.
Source: Capterra
August 22, 2016
Verified Reviewer
Information Technology and Services, 201-500 employees
Used the software for: 1-2 years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
4/5
Value for Money
4/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
October 9, 2018

“ContractSafe is a lifesaver”

OverallWe are storing termed HR files, NDAs, and licensing documents. We're using the reminders feature. We will be using it for much more in the future.
ProsIt is so easy to learn and use. Search capability and OCR are awesome. I like being able to scan directly to ContractSafe. Permissions are easy.
ConsI wish there were folders. The tags and various ways of categorizing documents are so good that it's not a deal breaker though.
Reviewer Source 
Source: Capterra
October 9, 2018
Avatar Image
Gord M.
VP, Business Development
Computer Software, 51-200 employees
Used the software for: 1-2 years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
4/5
Value for Money
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
October 10, 2018

“Great value at an affordable price”

OverallPreviously we had contracts for our company stored in filing cabinets, email, network drives, etc. With multiple locations in two countries, finding the latest version of a contract was a challenge. Now ContractSafe is the "single source of truth" when it comes to contracts. It is easily searchable and flexible and saves us substantial time in hunting and searching for contracts.
Pros- Software is intuitive and easy to use. - Company is very responsive to support requests - Company is continually enhancing the product - Unlimited users for a comprehensive price - Priced affordably relative to other options in the marketplace.
Cons- Some issues with the OCR not recognizing all contract documents, but the company has recently updated the OCR engine.
Reviewer Source 
Source: Capterra
October 10, 2018
Pieter T.
CFO
Information Technology and Services, 11-50 employees
Used the software for: Less than 6 months
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
4/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
October 3, 2018

“Solves all my problems and more!”

OverallWe were able to replace 3 tools (Google Sheets, Google Calendar and Dropbox) used to manage our contracts. While we initially only intended to use it for customer contracts, we quickly realized that the use cases are nearly unlimited. We now use it for vendor contract management, board minutes, certificate management and many other use cases. Frankly, this software solved all of our legal document lifetime management problems. Could not be more satisfied!
ProsThe software is highly customizable, allowing me to manage my contracts in the same way I was used to on Dropbox, Google Calendar and Google Sheets. Despite the customizability, the user experience is very intuitive. This software solved all of the problems we had with contract lifetime management, and then some - it exceeded our wildest expectations.
ConsThere are a few bugs which makes sense for a new product; the support team more than make up for this.
Reviewer Source 
Source: Capterra
October 3, 2018
Kathy D.
Special Projects Manager
Hospital & Health Care, 201-500 employees
Used the software for: Less than 6 months
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Source: Capterra
August 10, 2016

“Became a Valuable Tool Very Quickly”

OverallWe decided to try Contract Safe as a database for all of our insurance company contracts. My plan was to get all of the contracts and related documents organized and uploaded and then invite other users in the company to try it out. However, when others in the company saw how quick and easy it was, they pushed for access immediately. It has been extremely useful and easy to set up. We are looking at expanding our use for storage of other types of documents including HR.
ProsEase of use and flexibility.
ConsI've contacted the company about a couple of issue/features that I didn't think were optimal and one of two things have happened: 1. They were able to show me how I could do exactly what I wanted with the available features or 2. They soon rolled out new features that solved my problems. Even though it is very easy to use and efficient, they seem to continually roll out improvements.
Recommendations to other buyersIt is useful for many types of documents beyond contracts.
Source: Capterra
August 10, 2016
Joelle W.
Chief Compliance Officer
Hospital & Health Care, 51-200 employees
Used the software for: 6-12 months
Overall Rating
4/5
Ease of Use
4/5
Customer Service
5/5
Features
4/5
Value for Money
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
November 13, 2017

“Great experience utilizing ContractSafe for our small business needs! ”

ProsOur company loves that this tool is Cloud based. We can access contracts from any location. The tool also offers the ability to link contracts and utilize keyword search which makes contract organization and access a breeze. In addition, ContractSafe lets an organization customize its users access; from full permission to view only.
ConsThe only thing that would make this software better is if it had the ability to show renewed and/or addendum agreements under the same heading. With contracts renewing annually and addendum's being continuously added, we may have 10 or more line items for one contract at any given time. We link associated agreements, but being able to take it a step further and organize connected contracts under the one heading would make it cleaner and more efficient.
Reviewer Source 
Source: Capterra
November 13, 2017
Erin F.
Attorney
Unspecified
Used the software for: 1-2 years
Overall Rating
4/5
Ease of Use
5/5
Customer Service
5/5
Features
4/5
Value for Money
4/5
Reviewer Source 
Source: Capterra
June 14, 2018

“Great customer service and the database is great to use”

ProsEasy to use. The updates they have made recently have really streamlined the process of organizing and finding contracts once they are uploaded to the system. They have it set up to create reminders for contracts that are important but can be lost in the shuffle when you work with hundreds of contracts. The customer service is really quick and helpful whenever there is an issue or question.
ConsWould like more integrations made available such as RightSignature. I don't like that I can only be logged into the software for an hour at the most.
Reviewer Source 
Source: Capterra
June 14, 2018
Thierry M.
Associate Director, Contracts
Unspecified
Used the software for: 6-12 months
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
4/5
Value for Money
5/5
Reviewer Source 
Source: Capterra
March 15, 2018

“User friendly software with exceptional customer service!”

ProsSoftware is user friendly and intuitive. The alerts and amendment functions are key to have in our business and help us keep our contracts straight.
ConsI wish that we can re-Type multiple contract easily. We currently have to go into each record. Other than this, it works great.

Vendor Response

By ContractSafe on March 16, 2018
Thanks Thierry! We will be launching the ability to "copy" or clone an existing entry later this year. Coming soon!
Reviewer Source 
Source: Capterra
March 15, 2018
leah y.
Corporate Counsel
Market Research, 501-1000 employees
Used the software for: 1-2 years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
March 7, 2019

“Corporate Counsel spends her days on ContractSafe”

OverallI think what I like more so than even the ease of use is the customer service.
ProsThe software is easy to use- it's intuitive! It just gets me!
ConsThere was nothing that I did not like about it
Reviewer Source 
Source: Capterra
March 7, 2019
Joseph S.
SVP Operations
Information Technology and Services, 11-50 employees
Used the software for: 1-2 years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
4/5
Value for Money
5/5
Likelihood to Recommend
9/10
Source: Capterra
March 24, 2017

“Powerful and secure file storage ”

OverallContractsafe is an easy to use and powerful file storage solution for our company. Aside from its focus on security, the platform is perfect in our need to securities share sensitive documents within our different departments, teams as well as external clients, investors and directors. Gathering and accessing files is as simple as email and the tagging and notification systems ensure nothing gets lost. Excellent software that we would highly recommend.
ProsEase of use, security and service
Recommendations to other buyersBest use case we've found is in the secure storage of contracts. Simpler that using Salesforce and cheaper to provide acccess for users that need the data but not a full salesforce license to do their jobs.
Source: Capterra
March 24, 2017
Sarah S.
Executive Assistant/ Contract Managment
Hospital & Health Care, 201-500 employees
Used the software for: 6-12 months
Overall Rating
4/5
Ease of Use
5/5
Customer Service
5/5
Features
4/5
Value for Money
5/5
Likelihood to Recommend
8/10
Reviewer Source 
Source: Capterra
August 7, 2019

“Contract Safe is SUPER!”

ProsThe user friendly set-up has made it great for even non-daily users to use.
ConsI don't have a specific, other than I am highly organized and I like to be able to add elements or sort when I need to. But, these roadblocks have been actively addressed by the software team and new solutions are continually added.
Reviewer Source 
Source: Capterra
August 7, 2019
Catherine S.
General Counsel
Management Consulting, 51-200 employees
Used the software for: 6-12 months
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
October 5, 2018

“Great product”

OverallGreat experience, really prompt and helpful staff. Company is open to suggestions and implementing changes to meet our business needs.
ProsVery user friendly, text recognition and custom fields are a big plus.
ConsWould like a few more report options but company seems to be working on those features.
Reviewer Source 
Source: Capterra
October 5, 2018
Avatar Image
Ryan M.
Operations Manager
51-200 employees
Used the software for: Less than 6 months
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Reviewer Source 
Source: Capterra
June 18, 2018

“ContractSafe was a lifesaver for our company.”

ProsExtremely user friendly. A complete one stop shop for all of your contract management needs. You can export every contract with each field into a spreadsheet. You can also download all of your contracts with the click of a button for any of your compliance needs. You can tag documents and filter results with ease. The advanced OCR feature makes searching your documents lightning fast!
ConsNothing, this is an incredible platform. If I wanted to be picky I would say I wish some of the fields could be automatically populated after OCR when the contract is added to the database.
Reviewer Source 
Source: Capterra
June 18, 2018
Rob S.
Co-Founder and Managing Partner
1-10 employees
Used the software for: 6-12 months
Overall Rating
5/5
Ease of Use
5/5
Customer Service
3/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Source: Capterra
August 9, 2016

“Awesome Product!”

OverallThis is a great product. As a small business business owner, at any given time I have 50+ active contracts between vendors and customers. I've always wanted a product like this, but found the options to be way too expensive. So, instead, I've historically managed my contracts using an old fashioned windows (and now Dropbox) folder. No longer. With ContractSafe's great features and low price, I've converted over (its been about six months now) and love it. I have saved hours and hours of time AND been able to stay on top of auto-renewals and address them before it's too late.
ProsEverything. In particular, I appreciate the user interface - its very intuitive and easy to use. I haven't needed to use any of the tutorials or contact support. In terms of features my favorites are the OCR feature that scans the bodies of all of my contracts so I can search for key words. And, of course, the remidner feature which sends me an email anytime an auto-renewal is about to kick-in.
ConsI don't know much about the quality of customer support because I have not had to use it.
Recommendations to other buyersGive it a try - you'll quickly get hooked.
Source: Capterra
August 9, 2016
Yelena G.
Sr. Manager Legal Affairs
Computer Software, 51-200 employees
Used the software for: 6-12 months
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
4/5
Value for Money
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
September 4, 2019

“Fantastic”

ProsIt makes the entire contract management process very efficient for everyone in our organization!
ConsTo be honest, not many. Very satisfied with this software!
Reviewer Source 
Source: Capterra
September 4, 2019
Stephen B.
CEO
Telecommunications, 11-50 employees
Used the software for: Less than 6 months
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
4/5
Value for Money
5/5
Likelihood to Recommend
10/10
Source: Capterra
August 23, 2016

“Great, easy-to-use tool”

OverallAs a small high tech company we've always struggled with managing, sharing, and searching through our contracts and investment materials. With ContractSafe it's simple, cost effective, and we look like pros!
ProsInstantly find documents Access to documents and summaries from anywhere Can use for contracts and investor documents Easy date reminders New features keep making it even better
ConsDoesn't handle the contract formation process, but most companies like us don't need that ???
Recommendations to other buyersContractSafe is perfect for companies that can benefit from having their legal documents better organized, but don't want to spend a lot of time and money implementing a complex system.
Source: Capterra
August 23, 2016
Christian P.
Executive Chairman
Renewables & Environment, Unspecified
Used the software for: Less than 6 months
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Source: Capterra
March 24, 2017

“Finally, the system we've all needed. ”

OverallHaving run many companies in many industries over the years and dealing with different varieties of the same problems with respect to contract management, storage and sharing, I immediately recognized the benefits for my current company provided by the ContractSafe solution. Signup was easy, implementation was painless and when we ran into questions or needed help they were there to help. I highly recommend this product to any organization that has a large number of documents to manage and store. The search capability alone is worth its weight in gold and saves a tremendous amount of time and effort.
ProsCloud based, ocr capability, ease of implementation
Source: Capterra
March 24, 2017
Mia K.
Legal Assistant
Non-Profit Organization Management, 51-200 employees
Used the software for: Less than 6 months
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
4/5
Likelihood to Recommend
9/10
Reviewer Source 
Source: Capterra
September 11, 2019

“ContractSafe Review”

Overallvery positive
ProsExcellent customer support. Very easy to learn how to use. Has a simple lay out and the administrator settings are very simple and clear.
ConsSometimes feels like quite newly developed software, still a lot of aspects still being improved but even in the short time I have been using it any changes that have been made have been very positive and helpful. Think improvements could be made to speed up the work of those who spend hours a day in CS. AI is very poor and never used.
Reviewer Source 
Source: Capterra
September 11, 2019
Joi R.
51-200 employees
Used the software for: Less than 6 months
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
4/5
Value for Money
5/5
Likelihood to Recommend
10/10
Source: Capterra
August 8, 2016

“Easy to use and does just what we need. ”

OverallWe looked for a good, general purpose contract manager and were amazed at how expensive most of them were. We needed something easy to use and get started on. This product has been great! It does just what we need, requires no learning curve and has great support. Best of all it's affordable and a great value.
ProsAmazing search Automatic OCR Great UI and ease of use No implementation required Very intuitive Simple reminders
ConsDoesn't do full life-cycle management, but that's not what we wanted.
Recommendations to other buyersBuy it! It's a great product.
Source: Capterra
August 8, 2016
Drew S.
CIO
Unspecified
Used the software for: 1-2 years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
9/10
Reviewer Source 
Source: Capterra
May 15, 2018

“This is a great tool for keeping all of our contracts in order and allowing us to manage them.”

ProsThe ease of use. The ability to store, manage, and search contracts is very helpful. Pricing is reasonable as well.
ConsNothing that is a show stopper, just some minor interface items but overall the software has been great and does what we want.
Reviewer Source 
Source: Capterra
May 15, 2018
Victor B.
Intern
Airlines/Aviation, 501-1000 employees
Used the software for: Less than 6 months
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
September 8, 2017

“ContractSafe is user friendly, good customer support.”

OverallThe reminder of upcoming terminating contracts.
ProsThe ease of use. Being able to make the templates to your need. The reminder feature is great. Also its ability to search within files from one search, attach files, linking amendments.
ConsThere are not may cons. I wasn't able to upload an excel file. But that may be coming, it is less common to have excel contracts, but may of the payment scales we keep are excel files.
Reviewer Source 
Source: Capterra
September 8, 2017
Rose P.
Legal Assistant
Non-Profit Organization Management, 51-200 employees
Used the software for: Less than 6 months
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
August 30, 2017

“Great experience with user-friendly software featuring great customer support. ”

OverallPowerful contract management system that allows us to track, store and manage contracts in a fast growing organization.
ProsDesigned by and for legal professionals, I love how intuitive and effective it is for contract storage and management.
ConsAs a new system, there are inevitably a few (very) small kinks to be straightened out but with such responsive customer support, this isn't a big problem at all given how quickly issues are listened to and resolved.
Reviewer Source 
Source: Capterra
August 30, 2017
Joshua K.
Chief Administrative Officer & General Counsel
Internet, 201-500 employees
Used the software for: 1-2 years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
4/5
Value for Money
4/5
Likelihood to Recommend
10/10
Source: Capterra
April 7, 2017

“Simple Solution to a Longtime Problem”

OverallI have tried a lot of different approaches to the problem of contract management in my career from clunky, home-grown shared files and spreadsheets to expensive virtual data rooms. ContractSafe is by far the best one I've found with its robust features, ease of use and great price point.
ProsEase of Use Robust Features Good Price
Source: Capterra
April 7, 2017
Gemma Z.
Legal Manager
Information Technology and Services, 51-200 employees
Used the software for: 6-12 months
Overall Rating
5/5
Ease of Use
5/5
Features
5/5
Likelihood to Recommend
8/10
Reviewer Source 
Source: Capterra
September 1, 2019

“Easy to use, purpose built”

OverallIt is now our 'one source of truth' for all executed contracts.
ProsAbility to search using metadata and by all of the filters you need. Purpose-built for managing contracts Easy to download and upload
ConsThere are multiple permission/access levels that we can apply to our employees. We would like a little more flexibility to adapt the permission levels to suit our organization.
Reviewer Source 
Source: Capterra
September 1, 2019
xin m.
Agent
Consumer Services, 1001-5000 employees
Used the software for: Less than 6 months
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
9/10
Reviewer Source 
Source: Capterra
November 13, 2017

“professional, efficient, Great service experience!”

OverallThanks to Contract Safe, all the granted colleagues can easily manage& extract the contract information without running around colleagues through a long and inefficient procedure.
Prosthe reminder- can set up for different departments; the Custom field- modifiable; and the convenience of uploading the contracts!
Consfilter part is not supportive enough to extract the info. if there will be logical order on the filters that will help a lot.
Reviewer Source 
Source: Capterra
November 13, 2017
Donna Y.
Executive Assistant to the Co-Owner
Unspecified
Used the software for: 6-12 months
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
November 3, 2017

“I have been very happy with this program. Easy to use and does exactly what it was designed for.”

ProsContractSafe has been a lifesaver for 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, easy to find and the renewal reminders help us keep on top of any upcoming expiring contracts. Their customer support is excellent.
Reviewer Source 
Source: Capterra
November 3, 2017
Rob C.
President & COO
Information Services, 201-500 employees
Used the software for: 1-2 years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
4/5
Value for Money
5/5
Likelihood to Recommend
10/10
Source: Capterra
March 10, 2017

“Everything we need”

OverallContractSafe has provided us an easy to use, effective and flexible contract management system to securely house and manage our contracts. We are able to quickly pull contracts with specific clauses, those expiring, those that are missing signatures, etc.
ProsEase of use, flexibility, functionality
ConsNone
Source: Capterra
March 10, 2017
Michelle H.
Sr. Paralegal
Investment Management, 11-50 employees
Used the software for: Less than 6 months
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
September 18, 2018

“Ease and Functionability”

OverallContractSafe perfectly fits our needs for implementing contract compliance management.
ProsCreated by an attorney, the design of the platform is excellent and fits all our corporate needs. Support is top notch and questions are responded to in a timely manner.
ConsThe search feature does not appear to always pull by key word.
Reviewer Source 
Source: Capterra
September 18, 2018
Kathy W.
Office Manager
Unspecified
Used the software for: Less than 6 months
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
4/5
Value for Money
5/5
Source: Capterra
July 20, 2017

“Set up, intial use and customer service have been quick and responsive.”

ProsI really like the intuitive interface, ease of implementation and the ease of searching once contracts are uploaded
ConsI'd love to see some basic formatting capability in the notes section (bullets, specifically)- wish I had the budget to pay for some of the more advanced features
Source: Capterra
July 20, 2017
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Kenton L.
President
Education Management, 1-10 employees
Used the software for: Less than 6 months
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
3/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
October 2, 2018

“Just what we were looking for”

OverallWe are very happy with ContractSafe. The staff have been very helpful. The program speaks for itself. Excited to see what new features they come up with next.
ProsI like how quick and easy the program is to implement.
ConsI don't like that you have to pay for custom field access.
Reviewer Source 
Source: Capterra
October 2, 2018
Kenneth M.
Accounting Operations Manager
Government Administration, 201-500 employees
Used the software for: Less than 6 months
Overall Rating
4/5
Ease of Use
5/5
Customer Service
3/5
Features
5/5
Value for Money
4/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
June 25, 2019

“New user ”

OverallSo far, so good. I have only been working with them for a couple weeks.
ProsI found the layout and operations to be very intuitive and easy to adapt to my needs.
ConsThe Assistant did not do a very good job at extracting key information. Since it is easy to enter the fields manually this was a minor issue. The sales and support advise that custom views and calculated fields are coming soon.

Vendor Response

By ContractSafe on July 1, 2019
Hi Kenneth: Thank you so much for your feedback! We are so glad that you found the system to be intuitive! Someone from our client success team will be reaching out to you regarding the AIssistant tool. Thank you, again, for the feedback!
Reviewer Source 
Source: Capterra
June 25, 2019
Kari M.
Unspecified
Used the software for: Unspecified
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Source: Capterra
October 10, 2016

“A Super Easy + Versatile Contract Management System”

OverallAs an Evernote fan I was very impressed to come across a Contract Management Software that had the same minimal and versatile approach to storing data. It is specifically designed for contract storage and it includes features that really make managing these documents much easier. Specifically the Reminder Feature- this has been invaluable to our team. Getting reminders on our soon to expire contracts has really streamlined a what was once a very cumbersome process for us. Saves us time and makes us better at our jobs!!
Source: Capterra
October 10, 2016
Andrew M.
Co-Founder
Utilities, 1-10 employees
Used the software for: Less than 6 months
Overall Rating
5/5
Ease of Use
5/5
Customer Service
4/5
Features
4/5
Value for Money
5/5
Likelihood to Recommend
10/10
Source: Capterra
August 12, 2016

“Perfect contract organizer for growth companies”

OverallWe needed a way to keep all our legal docs organized, but we didn't have time to slow down and implement some complex software product. ContractSafe was perfect! It's affordable and we were up-and-running immediately. It keeps everything organized so going through deal diligence is a snap. I can always find documents instantly, and the date reminders keep us in compliance.
ProsAffordable Intuitive Ease of use Good reminders OCRs all scans
ConsEarly version, so features/functions still under development, but seem to be coming fast Customer support lag but improving
Recommendations to other buyersI would recommend ContractSafe to any growth company. It's a huge time-saver, and being organized helps get deals done.
Source: Capterra
August 12, 2016
Maureen B.
Paralegal
Marketing and Advertising, 201-500 employees
Used the software for: 6-12 months
Overall Rating
3/5
Ease of Use
4/5
Customer Service
5/5
Features
3/5
Value for Money
4/5
Likelihood to Recommend
7/10
Reviewer Source 
Source: Capterra
September 3, 2019

“First company-wide contract management system”

OverallIt was very easy to set up and roll out to all our different departments. It is a very cost effective and organized way to have a single location to keep all important contracts safe and accessible.
ProsThe service is very user friendly. Not complicated at all. I really like how easy it is to search documents, and the linking and reminder features are very helpful in keeping things organized.
ConsThe A-1 assistant could use some tweaking, not always accurate. The system is missing the ability to delete contracts while within the contract details page.
Reviewer Source 
Source: Capterra
September 3, 2019
Billy W.
Sr. Business Administrator
Medical Practice, 51-200 employees
Used the software for: Less than 6 months
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
September 17, 2018

“Perfect Solution ”

ProsThe program does exactly what I need it to do without complicating things.
ConsThe folder views, but they are always upgrading and working on the platform.
Reviewer Source 
Source: Capterra
September 17, 2018
Jimmy N.
Unspecified
Used the software for: Unspecified
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Source: Capterra
November 29, 2016

“Great product even better team”

OverallI needed a home for a couple thousand contracts and documents. Contract Safe has been absolutely fantastic so far. The versatility and freedom to make it do what you need is perfect - takes a little trial and error to make it work best for you - but I view that as a good thing. By far the best part of the experience is working with the people at Contract Safe. Customer service is on point and they listen to what you have to say and can immediately effect how you interact with the product.
Source: Capterra
November 29, 2016
Matt L.
Director, IT
Utilities, 51-200 employees
Used the software for: 6-12 months
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Source: Capterra
August 22, 2016

“Finally...a simple solution for cumbersome contract management!”

OverallWorking in the technology space, I manage a lot of vendor contracts. We've had multiple contracts auto-renew on us because of missed deadlines to cancel or rightsize the agreement. With ContractSafe, we never have to worry about that again. It's also great having all of our agreements in one place for quick viewing. The notifications are excellent for giving us the proper time to re-negotiate with the vendors.
ProsSecure, easy to setup and administer, cloud-based so no maintenance for the IT staff, view contracts right through the dashboard without having to download, ability to easily share contracts with other parties.
Source: Capterra
August 22, 2016
Verified Reviewer
501-1000 employees
Used the software for: Less than 6 months
Overall Rating
4/5
Ease of Use
5/5
Customer Service
5/5
Features
4/5
Value for Money
4/5
Likelihood to Recommend
7/10
Reviewer Source 
Source: Capterra
January 17, 2018

“An easy to used and cloud based software to store our contracts”

OverallOrganizing our contracts.
ProsBeing in operations, we deal with sensitive contracts. ContractSafe is great to help us organize and search for hundreds of our contracts. Great search feature that lets us label and find our contracts. I love that is cloud-based so multiple employees can log in. Also has great security protection.
ConsI think cost comparison on whether we could survive without this product is close. I've made our contracts work without ContractSafe but do prefer for now to pay for this.
Reviewer Source 
Source: Capterra
January 17, 2018
Lauren C.
President
Marketing and Advertising, 1-10 employees
Used the software for: Unspecified
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Source: Capterra
April 9, 2017

“Highly recommend ContractSafe for easy to use contract management”

OverallIf you have ever spent time looking for a contract or missed a key date, you will truly appreciate ContractSafe. I really like how easy it was to begin using ContractSafe and appreciate the awesome functionality and affordability for a small business. I wish I had found this service sooner!
ProsAffordable Easy to use Great reminders Searchable Easy to implement Flexible
Source: Capterra
April 9, 2017
Brian W.
Information Technology and Services, 11-50 employees
Used the software for: Less than 6 months
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Source: Capterra
August 17, 2016

“Recommend ContractSafe”

OverallI highly recommend ContractSafe for anyone looking for a straightforward, easy to use contract management system. The most important item for me is the calendaring function/email reminders. No more negative option contracts rolling over because someone forgot to calendar a date. Not with ContractSafe. I like the feature in the reminder section that allows the user to click on a menu of what happens upon expiration (renewal vs. termination). If you are looking for a great way to keep your contracts organized and to receive reminders of key dates, this is a must have product.
Source: Capterra
August 17, 2016
Julie R.
Vice President of Accounting
Hospitality, 1001-5000 employees
Used the software for: Less than 6 months
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Source: Capterra
March 28, 2017

“Smart choice! ”

OverallWhat started out as a means to control hotel contracts and renewals became an initiative for cost-savings. GM's increased their contract reviews and, in some cases, found alternative vendors that has lead to cost savings. The platform is extremely easy to use and the renewal notifications enable us to make smart decisions. The ContractSafe staff is extremely knowledgeable and does whatever is necessary to make the implementation and ongoing operations successful. The application is very cost-effective for small companies.
ProsCost effective contract system that control contracts and renewals and motivates GM's to make smart decisions.
ConsWe lose a bit of functionality as all of our entities are sharing the platform. However, because we can share the application, we are able to afford it.
Recommendations to other buyersThe ContractSafe team is more supportive than I could ever ask for. It was an unexpected attribute.
Source: Capterra
March 28, 2017
Stephanie L.
President
Import and Export, 11-50 employees
Used the software for: 6-12 months
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Source: Capterra
August 22, 2016

“ContractSafe Success!”

OverallWe signed up for ContractSafe and immediately felt the benefit. Before we started using the site, we missed contract deadlines far too often. This happened a lot with customer sales agreements as well as supplier contracts. Using ContractSafe has completely eliminated this problem and helped us operate in a much more organized fashion.
ProsIncredibly simple and easy to use.
Recommendations to other buyersThere comes a point when it is impossible for people to remember every contract renewal in their department. ContractSafe easily solves that problem.
Source: Capterra
August 22, 2016