Overview
What is Contract Assistant?
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,...
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What is Contract Assistant?
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.
Comparisons
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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.