Name: Contract Assistant
Author: Blueridge Software

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The Contract Assistant, developed by Blueridge Software, Inc, is contract management software designed to streamline and simplify the contract management process. According to the vendor, this software is aimed at small to midsize businesses and is used by contracts administrators, purchasing managers, legal departments, contract managers, and compliance officers.

## Key Features

**One-click access to all your contracts**: Contract Assistant provides access to all contracts in one place, allowing users to review contracts and make decisions before renewal dates. According to the vendor, it is suitable for single users or sole proprietors and offers an easy upgrade path to other editions.

**Great for any small-to-midsize business**: This software is designed for small-to-midsize businesses. It offers a 5-user license with the option to add more, and according to the vendor, allows the setting of read-only or read/write access for users. It also provides easy-to-build reporting for contract management.

**Ideal for managing very large databases**: Contract Assistant is specifically designed for managing very large databases. According to the vendor, it sends alarm notifications by email, provides multi-level security and record-level security, and offers a search functionality for all contract management needs.

**Complete electronic record of each contract's details**: This software stores a complete electronic record of each contract's details, supporting multiple databases. It allows the storage of overviews of contracts, enables the linking and opening of related files, and includes financial summary fields for tracking contract finances.

**Multiple alarms prevent missed deadlines**: Contract Assistant allows the setting of unlimited alarmable events per contract. According to the vendor, it displays alarms in the main window and sends automatic email notifications. It also supports recurring alarms for regular contract events.

**Easy, comprehensive searching with multiple search features**: Contract Assistant provides simple to advanced search capabilities, additional advanced filters, and wildcard searching options. According to the vendor, it allows the saving of searches for future use and supports full-text searching for efficient contract retrieval.

**Unlimited user-defined categories and key elements/clauses**: This software allows the creation of unlimited user-defined categories for contract organization. According to the vendor, it enables the definition of user-defined key elements and clauses for better contract classification, providing flexibility in customizing the contract management system.

**Customizable fields and user-defined pull-downs**: Contract Assistant offers customizable fields to adapt to specific contract management requirements. According to the vendor, it allows the creation of user-defined pull-down lists and direct entry fields, providing flexibility in capturing and organizing contract information.

**Easy standard reporting with a library of pre-built reports**: The software provides easy-to-use standard reporting capabilities and includes a library of pre-built reports for quick access to common contract information. According to the vendor, users can generate reports on various contract data and metrics, enhancing contract analysis and reporting capabilities.

Users of Contract Assistant have found that the software greatly simplifies contract management and streamlines their workflows. The highly customizable nature of the system allows businesses to tailor it to their specific needs, making it an ideal solution for organizations of any size. The ability to store, view, and email contracts quickly and efficiently, along with setting alarms for review and renewals, ensures that users never miss an expiration date, making contract tracking effortless.

The automated, date-driven alerts provided by the software ensure compliance and delivery of contracts are met timely. Users found this feature incredibly helpful since it avoids costly penalties due to missed deadlines. Additionally, the system makes it easy to track effective and termination dates while providing a centralized location for tracking contract renewals. The alarm feature ensures that users never overlook important dates on their contracts, making Contract Assistant a valuable tool in managing legal paperwork. With MS Access database format, users can also query the database for additional reporting, adding further value to an already comprehensive software package.

Ease of Use: Users have consistently praised Contract Assistant for its user-friendly interface and intuitive design. Several reviewers have commented that the software is easy to navigate, even when making frequent updates, while others appreciated the comprehensive user guide and Quick Start tutorial which made it simple to understand all of the functionality. 

Technical Support: Reviewers have highlighted the exceptional technical support provided by Blueridge in assisting with any issues or questions that arise. Multiple users noted receiving prompt assistance from a professional team, even on weekends. This level of customer service has been identified as an essential component of their positive experience with Contract Assistant.

Flexibility & Customization: The versatility and customization options offered by Contract Assistant have been commended by several users who appreciate being able to tailor fields to better suit their needs, rename fields entirely, and leverage all of its features. Additionally, they found that end-user training was straightforward with a lower learning curve than other programs they had looked at.

Challenging Setup Process: Some users have found the initial setup process to be difficult, requiring an SQL admin. 

Limited User Licenses and Database Format: Users reported limitations on user licenses and compatibility issues with MS Access database format.

Cumbersome Document Check-out/Check-in Process: The document check-out/check-in process designed to limit multiple user overwrites has been described as somewhat cumbersome by some users.

Contract Assistant is a contract management software solution offered by Blueridge Software.

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Contract Assistant

Contract management software is a program or series of related programs for storing and managing legal agreements such as contracts with vendors, leases and licensing agreements.

Contract Management

Blueridge Software

Contract Authoring

Features related to the contract authoring process.

Contract creation

Includes a document generator and tools for creating new contracts.

Contract templates

Allows users to set up templates or templatize old contracts in order to make new contract creation easier and more consistent.

Clause library/saved fields

Users can save certain fields of a contract for re-use; these may be stored in a template or a clause library.

Integration to CPQ

Integrates to CPQ software so that calculated quotes/configuration details can feed into contracts. This is an important element of automation in the contract authoring process.

PDF generator

Users can generate PDFs of contract documents.

Contract attachments

Users can attach other documents, like invoices, images, meeting minutes, memos, etc, to contracts.

Guided logic

Automated questions (based on company policies and the circumstances of the deal) help with the contract authoring process; this is an example of partial automation.

Contract Collaboration

Features related to collaborating on contracts.

Contract sharing

Users can easily and securely share contracts with internal users and external users. Contracts are accessible.

Contract editing

Contracts can go through multiple drafts and revisions; the software supports multiple versions and version comparison.

Contract merge

Multiple versions of a contract can be merged.

Collaborating on contracts

Internal and external users can collaborate on contracts without changing the text of the contract; this may be done through comments, questions, and/or message board conversations.

MS Word plug-in

Users can make changes to contract language using Microsoft Word.

Approval process

Approval workflows can be configured to streamline and automate the approval process; the approval process is helpful and convenient.

Parallel approvals

Users can set up complex workflows to handle parallel approvals.

Interdepartmental workflows

Users can set up interdepartmental workflows so that contracts can flow between teams in a logical and organized manner.

Contract Monitoring

Features that enable users to monitor the status of contracts.

Contract database

Contracts are stored and organized in a central repository.

VORs

Allows users to send/receive variation order requests and coordinate these with contracts.

Contract search

Users can easily look up contracts within the database.

Contract milestone reminders & alerts

Users can schedule reminders and/or trigger alerts according to contract milestones.

Custom contract reports

Users can create custom reports about the status of contracts, contract timelines, efficiency, and revenue tied to contracts.

Tracking contract status

Users can track the status of a contract as it moves through the approval process and beyond.

Salesforce integration

Integrates to Salesforce so that contracts are tied to contact’s CRM records.

Compliance check

Users can define and enforce complex business rules related to compliance regulations; helps automate or partially automate contract compliance check.

Tools and features to aid in contract management and formation.

Contract Storage

Centralized storage and management of all contracts in one place.

Document Management

Ability to upload, organize, and track changes to contract documents.

Advanced Search and Filtering

Efficient search functionality and advanced filters to quickly locate specific contracts or clause language.

Version Controls

Ability to track and manage different versions of contracts, including changes made and the history of revisions.

Customizable Contract Templates

Pre-defined templates that can be customized for different types of contracts.

Workflow Acceleration

Streamline the contract approval process by automating workflows and notifications.

E-Signatures

Capability to electronically verify user signatures, eliminating the need for physical signatures and enhancing efficiency.

Reminders and Alerts

Automated alerts and reminders for important contract dates, deadlines, and milestones.

Analytics and Reporting

Generate reports and gather insights on contract status, performance, and compliance.

Integration with other Systems

Ability to integrate with other tools, such as CRM or ERP systems, to exchange contract data seamlessly.

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Contract Assistant

Overview

What is Contract Assistant?