# Page 4 | ContractSafe Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 4 - Is ContractSafe the right Contract Management solution for you? Explore 182 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/153712/ContractSafe/reviews

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ContractSafe

4.9 (182)

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/)

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Last updated June 11th, 2026

# Page 4 - Reviews of ContractSafe

## Showing most helpful reviews

Showing 76-100 of 182 Reviews

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Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

PM

Penny M.  
Business Development  
Biotechnology  
Used the software for: 2+ years

### "Excellent customer support and guidance!"

October 20, 2021

5.0

Fantastic! Great team! Great support and features and I know that I can count on them anytime for any help that we might need.

Pros

I really liked that the Contract Safe team would answer any and all of my questions. \[SENSITIVE CONTENT\] was so helpful guiding our team as we were navigating what Contract Safe could do for us. In the end and after looking at other systems, ContractSafe was the best and easiest software for our needs.

Cons

I cannot think of any. I think it is easy to use and has great support.

Reason for choosing ContractSafe

It met our needs, had great support, was user friendly and less expensive.

Review Source

TJ

Teresa J.  
Billing and Contracts Administrator  
Oil & Energy  
Used the software for: Less than 6 months

### "Game Changer"

October 10, 2023

5.0

ContractSafe is going to streamline our contract sharing process and make all the necessary information available even when you are not in the office due to the information on a web-based platform. This will make completing projects and closing deals much easier in the long run!

Pros

Very user friendly, easy to navigate, and customization was a breeze!

Cons

There are a couple of fields that I was not able to set up exactly how I would have liked, but in the grand scheme of things, it was no big deal.

Reason for choosing ContractSafe

When looking at different products, I chose ContractSafe for a couple different reasons. The price was minimal compared to other products, especially not having to pay each user, or pay for a package that is much bigger than what we need. I also chose ContractSafe for the simplicity of the program, user friendly for all level of computer users.

Review Source

KG

KelliJo G.  
Project Coordinator  
Hospitality  
Used the software for: Less than 6 months

### "Stay Organized. Stay Compliant."

April 15, 2020

5.0

ContractSafe staff have been very helpful with start-up and transition from our old system. They are always available when I need them, either via email, phone call or online chats. They have also made an edit that I requested, which is nice to have them be so flexible.

Pros

VERY User Friendly. Great Report Features. Extremely Customizable. Reliable Automatic Email Notifications. PDF Search Feature.

Cons

We often have more than one active contract document at a time, so it would be nicer to have all of them together, rather than one on the main page and the others put on the Related Docs page, but it just takes some getting used to. Our old system was free of charge, so hopefully the Exec Members see the value in ContractSafe and do not halt the use of the program.

Alternatives considered

[Contract Assistant](https://www.capterra.com/p/15066/Contract-Assistant/)[ContractWorks](https://www.capterra.com/p/141131/ContractWorks/)

Reason for choosing ContractSafe

ContractSafe was more user friendly, for me and for what I knew our managers would be able to use with minimal or no training.

Switched from

[Microsoft SharePoint](https://www.capterra.com/p/1167/SharePoint/)

Sharepoint constantly would error out during my work, causing me to restart the program (losing my work) and then I would have to spend time reentering everything I just did. Sharepoints email notifications were not consistent, therefore passing critical due dates, pushing us out of compliance. Sharepoint was not flexible or customizable at all.

Review Source

NR

Nishat R.  
General Counsel  
Non-Profit Organization Management  
Used the software for: 2+ years

### "A great place for simple but precise storage needs"

September 3, 2019

4.0

We 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.

Pros

Contract 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.

Cons

Being able to find the right contract is not always easy depending on the search term, but after a few tries, it works well.

Review Source

VR

Verified Reviewer  
Administrative Assistant II  
Information Technology and Services  
Used the software for: 1-2 years

### "ContractSafe is a lifesaver"

October 9, 2018

5.0

We 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.

Pros

It 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.

Cons

I wish there were folders. The tags and various ways of categorizing documents are so good that it's not a deal breaker though.

Review Source

WH

William H.  
Contracts Manager  
Construction  
Used the software for: 1-2 years

### "TRC ContractSafe"

December 10, 2021

5.0

Numerous features to learn and to keep abreast of! Lots of changes and additions!!

Pros

Subcontract and Related Documents access and their respective status'.

Cons

Flags/Alerts or Tracking of Related Documents would be helpful, e.g. expiration dates of Certificates of Insurance.

Reason for choosing ContractSafe

A flexible repository of Contracts/Subcontracts that is reasonably priced.

Review Source

Andrew L.  
Member - Membership Education Director  
Program Development  
Used the software for: 1-2 years

### "Easily Track Business Contracts"

May 7, 2020

5.0

Pros

The support staff is awesome. They're friendly and responsive. The company is still small enough that the owner is involved, and you can tell that the rest of the team works closely with the ownership team.

Cons

It was a bit expensive for our particular use case. To be fair, the company did offer a generous price for us that better fit our budget.

Alternatives considered

[Accelo](https://www.capterra.com/p/225762/Accelo/)

Reason for choosing ContractSafe

We moved to an all-in-one solution that allowed us to keep track of information that we tracked in ContractSafe in one spot. The all-in-one had features that CS doesn't even need (i.e., a CRM) so it's hard to compare. For our users, having all our data in one place outweighed the benefit of a specialized software (i.e., ContractSafe definitely tracks contracts better than Accelo, but having our data in just Accelo outweighed that).

Review Source

LS

Lincy S.  
Contracts and Development Database Specialist  
Non-Profit Organization Management  
Used the software for: Less than 6 months

### "ABCD Contract Management Admin Review"

May 23, 2022

4.0

Pros

It's extremely easy to use and doesn't include too many extra, superficial features or complex features. I also like that there's a decent level of customization available, that there are weekly trainings, and that the support I've received has been solid and occurs in a timely fashion.

Cons

I wish there was more automation when it comes to managing a workflow for something requiring review and signatures. Additionally, I'd like it to be easier to send email notifications, and for there to be stored information (like contact info) that makes it easier to set up and fill out a form for a contract or document.

Review Source

Response from ContractSafe

May 26, 2022

Thanks Lincy! We appreciate the review. We will have approvals very shortly for you and the rest of your suggestions are on our roadmap already! You should see them roll out over the next 6-12 months.

AB

Annaleise B.  
Controller  
Information Technology and Services  
Used the software for: Less than 6 months

### "Great Product"

May 29, 2020

5.0

The purchase process was easy, the pricing was great, and the product was extremely easy to use and setup. We started with 330 client contracts and had a good framework for analysis and reporting on contract terms within 30 days. Every question we had as we went (there weren't many) was answered quickly and completely by the support team. Knowledge is power and ContractSafe has given us the ability to know our customer base and the terms of our agreements. This knowledge has equipped us to make decisions around investing in our software and upselling opportunities. We finally have reminders for termination dates so we can renegotiate contracts and connect with our existing customers. Next steps- Salesforce Integration!

Pros

AI Technology, Categorization, Reporting

Cons

We thought it was weird the notes section didn't allow spaces. Minor inconvenience.

Reason for choosing ContractSafe

I can't remember the names of the other products. I think I read a Capterra article about "The 10 Best contract management software" and the descriptions of the other options just didn't fit the bill. ContractSafe was exactly what we were looking for. After the demo, I was sold. It was just a matter of getting the cost approved.

Review Source

NH

Nicholas H.  
Business Development  
Logistics and Supply Chain  
Used the software for: 6-12 months

### "Great Product"

June 25, 2024

5.0

Pros

It is a great place to keep your contracts organized and secure. The automated email notifications help you stay on track with renewals and escalations.

Cons

We cannot fully customize everything for specific contracts, as many of our customers have different things we need to track.

Review Source

David M.  
CEO  
Environmental Services  
Used the software for: 1-2 years

### "Outstanding Partner"

March 4, 2020

5.0

We can find agreements whenever we need to with the click of a button. It has NEVER failed us once.

Pros

Integration easy, on-boarding easy, user friendly, cost effective, great layout, always works

Cons

Nothing that I can say has been a con or issue.

Alternatives considered

[Dropbox Business](https://www.capterra.com/p/143068/Dropbox-Business/)

Reason for choosing ContractSafe

This is exclusively designed for storing contracts. Our agreements with vendors and distributors are the backbone of executing what we do, therefore having access to agreements is necessary for day-to-day business execution.

Review Source

Gord M.  
VP, Business Development  
Computer Software  
Used the software for: 1-2 years

### "Great value at an affordable price"

October 10, 2018

5.0

Previously 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.

Review Source

JM

Joie M.  
Sr. Product Regulatory Specialist  
Retail  
Used the software for: 1-2 years

### "Highly recommend"

September 16, 2019

5.0

Before ContractSafe, we lived like pioneers and printed hard copies which we stored in file cabinets. Now we can keep all contracts in one very organized place, and it's very easy to search for what you need.

Pros

The platform is extremely user-friendly, and the support we've received is amazing! Just a few of the features I wouldn't want to live without: the ability to drag and drop files into the program, the ability to create email reminders when a contract is set to expire (if an employee leaves their position, you can transfer those reminders to another user!), the ability to link related documents so you can see all at a glance.

Cons

More clear information upfront about roles and permissions would have been extremely helpful.

Review Source

MJ

Michael J.  
Risk and Compliance Coordinator  
Hospital & Health Care  
Used the software for: 1-2 years

### "Great for Contracts"

January 18, 2022

5.0

Pros

This software has allowed us to store all of our contracts and related documents in one secure place. The question of "is this in the contract?" is easily answered now that we have ContractSafe. I love that all documents are made searchable.

Cons

The one thing that I would improve in ContractSafe is the ability to create an annual review form without having to redo the form each year. I like that answers carry over, but when I want my team to review the contracts annually and have them answer a specific set of questions year after year, I have to manually go in, change the questions and then order them in the new review template.

Review Source

JH

Julie H.  
Sr. Paralegal II  
Biotechnology  
Used the software for: 2+ years

### "Great Service and Value"

October 5, 2020

5.0

23andMe has been a client of ContracSafe for three years and during that time, we have seen first hand how invested ContractSafe's team is in their users, the growth and ease of use of their site and continually making ContractSafe one of the best ways to store, search and organize your contracts as well as a to set reminders, print reports and manage user settings. This will be a game changer for your company!

Pros

Constantly improving, easy to use settings, multiple ways to manage contracts as well as connect related contracts.

Cons

The "Dashboard" page had a "key dates" section at the bottom that we didn't find useful. The only other field that would have been helpful is one to indicate the internal business owner to contact.

Review Source

KM

Keara M.  
Executive Assistant  
Information Technology and Services  
Used the software for: Less than 6 months

### "Easy Data Management"

May 19, 2022

5.0

We where looking for a place to house our contracts and be able to pull reporting. I researched three companies in total, this one was the easiest to work with and functionality. As well as it was made by attorneys so they know what people need. \[SENSITIVE CONTENT\] was my sales rep and has been awesome to work with. The entire customer support team is fantastic

Pros

How easy it is to use and configure and set up.

Cons

that the AI is limited and it doesn't have the full contract life cycle

Reason for choosing ContractSafe

Honestly it was easier to use, and the sales rep knew what he was talking about. I liked the way it looked when you opened it (Dashboard) and it is easy to configure. The other one was cheaper but the rep couldn't answer my questions.

Review Source

AM

Anita M.  
Paralegal  
Farming  
Used the software for: Less than 6 months

### "Product review"

April 3, 2020

5.0

We were assigned an account manager and the customer service has been exceptional. There is unlimited training available so whether that's in a large group or an individual wants to have a call regarding how to set up a view or a report, you just have to request a time on the manger's calendar. Usually same day is available. Their chat feature is very helpful and have utilized it several times. There was no timetable for training or uploading existing contracts. They provided sound advice on the best way to do things based on what other customers have done. They did not try to limit how we could do things but guided us on best practices.

Pros

We looked at multiple software programs. I appreciated that one of the owners called regarding my inquiry. As first time users of a contact management software, we wanted easy to use, good customer service, and a program that gave us the functionality we needed but not complicated in how we use on a day to day basis. We looked at a number of systems, eventually coming back to ContractSafe because it's easy to navigate and do to its price point.

Cons

We are taking out time to fully integrate but I have not found any features in the software or the process that I felt hindered or delayed our company moving forward.

Review Source

CE

Clay E.  
Director of Procurement  
Telecommunications  
Used the software for: 6-12 months

### "Gamechanger"

January 31, 2023

5.0

Very positive.

Pros

The software helps you pro-actively manage your company contracts. The key, to me, is the reporting that shows you what contracts are coming up for auto-renew, termination, etc. This prompts you to take action to re-negotiate, terminate, extend, etc. any contract. By simply storing your company contracts in a folder and, in all likelihood, not really knowing key upcoming contract dates, you end up paying more for services with your vendors, remaining locked into outdated contracts, etc. ContractSafe solves these issues by pro-actively putting the key dates and terms in front of you to manage to.

Cons

I have not found feature I don't like yet.

Review Source

PK

PRESTON K.  
Compliance Officer  
Hospital & Health Care  
Used the software for: 6-12 months

### "YOU HAD ME FROM HELLO"

July 29, 2019

5.0

WITH CONTRACT SAFE, WE CAN NOW EASIILY COMPLY WITH ACCREDITATION AGENCY STANDARDS

Pros

The ease of use and the straight forward organized graphics

Cons

UNABLE TO FULLY ASSESS FOR THIS QUESTION

Reason for choosing ContractSafe

Changing to electronic contract management from "old school" paper files was a daunting process. Before a purchase decision could be made, it was necessary to educate myself, which meant looking at many (6) other systems. The first one I researched was ContractSafe. Immediately, the transparency of the webpage with the prices listed was a positive indicator to me. I narrowed down my search to 3 of the best choices for my facility, and by unanimous committee vote, ContrfactSafe was the obvious choice for us. No regrets!

Review Source

VR

Verified Reviewer  
Project Manager  
Non-Profit Organization Management  
Used the software for: 1-2 years

### "First Class Product with Amazing Customer Support"

November 30, 2020

4.0

I recently needed a list of all users, their permissions, and login details. This report was easily available from the application and had all the data that was available for each user. Very pleased with the quality of this product.

Pros

It is well thought out with useful features. I like the audit logs, to see who has done what in the application. I like the 2-dimensional permissions approach where a user can have access to a folder as well as documents with the right tag.

Cons

SSO is klugey - launching from the Office.com app list is not ideal when many others just redirect to and from the MS sign-in page.

Review Source

AK

Awani K.  
Legal-North America  
Information Technology and Services  
Used the software for: Less than 6 months

### "ContractSafe Review"

April 19, 2022

5.0

Our pain points were creating workflows, receiving timely notifications, and having an easily searchable repository.

Pros

Ease of transition, cost, and the AI data extraction system.

Cons

That attachments are not searchable in their text body.

Alternatives considered

[Ironclad](https://www.capterra.com/p/162319/Ironclad/)[Docusign CLM](https://www.capterra.com/p/119589/DocusignCLM/)

Reason for choosing ContractSafe

Expense and Ease of Use

Review Source

KS

Ken S.  
CFO  
Environmental Services  
Used the software for: Less than 6 months

### "Best Value in Contract Management"

December 9, 2022

5.0

Very good. \[SENSITIVE CONTENT\] is terrific.

Pros

Deployed in weeks, not months. No outside consultants needed. Feature rich.

Cons

Would have liked to have had 2 way DocuSign connection with the Standard package.

Review Source

WT

Will T.  
Director of Community Outreach and Partnership  
Education Management  
Used the software for: Less than 6 months

### "Intuitive Program with all the function you need, and some you didn't know you need!"

March 20, 2020

5.0

We have only been using the software for about a week, but the launch has been seemless. The training was great, and the contractsafe team has been extremely helpful.

Pros

First and foremost, the training that was provided during the implementation process was amazing! The virtual tour of the program gave us a deep dive into how we can best utilize all of the functions and develop strategies on how to organize our folders, custom fields and tabs. We were uploading contracts and organizing our information right away, and within days were seeing the true value of this solution. The help section not only provides great articles and videos, but the customer service team is always quick to respond if we have a question.

Cons

Honestly, i haven't found anything i don't like yet. But i am confident, when i do the contract safe team will be there to help me work through that challenge.

Alternatives considered

[Concord](https://www.capterra.com/p/144154/Concord/)

Review Source

JS

Jan S.  
VP Application Development & PMO  
Construction  
Used the software for: Less than 6 months

### "New to ContractSafe"

December 27, 2022

4.0

We currently have a bunch of different places that people store contracts across the organization. It is hard to find documents and keep track of renewal dates. It is too soon to tell but we are hopeful that Contract Safe will allow us to centralize our document storage and keep a consistent method to load and store documents that will make searching easier. The purchase process and onboarding were very simple due to knowledgeable and helpful resources provided by Contract Safe.

Pros

I like the ability to link additional documents to our contracts. The feature to maintain expiration dates and send reminder emails is also a very valuable tool. The pricing and onboarding resources also helped in making decision to purchase Contract Safe. It is very simple to configure and use. We are starting with our It contracts but will move to areas of our organization in a few months.

Cons

The only thing I think could be improved to date is allowing customization of the forms, fields and views at lower price point.

Review Source

NM

Nick M.  
Director of Business Development  
Chemicals  
Used the software for: Less than 6 months

### "Couldn’t be better!"

April 28, 2022

5.0

Limited time, but it has all of the functionality that we need.

Pros

The software is intuitively structured, from the dashboard to the rest of the content. It provides everything we need as a company to be able to easily upload legal documents, track key dates and actions, and to have a place to find all documents. The ability to grant different user permission levels was critical for our needs. Great product!

Cons

Can’t think of anything at this point. I’ve used the software long enough to know that it serves all of the needs in my department.

Reason for choosing ContractSafe

Better user interface and functionality.

Review Source

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