ContractSafe

ContractSafe is a cloud-based contract management platform designed to help legal teams organize, track, and manage agreements across their lifecycle. The system centres on a secure document repository and includes several key capabilities:

Central Repository & OCR-powered Search: Contracts and related documents are stored in one secure, encrypted location with OCR support, allowing users to perform Google‑style keyword searches across both native and scanned files for rapid retrieval. Custom tags, folders, and dashboards facilitate structured access and reporting.

Intelligent Alerts & Date Management: Users can assign custom metadata dates and receive automated reminders via email. A filterable calendar view enables proactive tracking of critical contract events, such as renewals, expirations, and auto‑renewal triggers. 

Sharing, Roles & Permissions: Unlimited users with customizable permission levels—such as read-only or no-delete—help preserve confidentiality and minimize risk. Audit trails capture all contract views and edits, while SSO integration via SAML 2.0 enables centralized access control.

Security & Data Protection: Hosted on AWS in ISO 27001 and PCI DSS‑certified data centers, ContractSafe applies AES‑256 encryption in transit and at rest, along with intrusion detection, malware scanning, daily vulnerability and penetration testing, SOC 2 and TX‑RAMP Level 2 compliance. Offsite backups ensure business continuity.

AI‑Assisted Metadata Extraction: An AI‑assistant helps accelerate contract setup by auto‑extracting metadata during onboarding, reducing manual entry and supporting standardized reporting. 

Tracking & Workflow Visibility: The platform enables matter-level status tracking using labels and customizable workflows. Teams can monitor contract progress, identify delays, and generate real-time reporting.

Integrations: Built‑in integrations include DocuSign for two‑way e‑signatures, Salesforce for CRM synchronization, SAML 2.0 / Okta for single sign‑on, Active Directory, and workflow automation tools like Zapier.

Support & Onboarding Services: ContractSafe offers unlimited support via phone, email, and in-app chat with no additional fees. Onboarding includes optional services for importing legacy contracts and custom training sessions.