The Best Contract & Project Management Software for Legal Teams
The Best Contract & Project Management Software for Legal Teams
1. Our intake forms are fully customizable contract intake forms that speed up approval processes, enhance client satisfaction, and simplify writing.
2. User-friendly: this will simplify the contract intake process for your legal staff and clients. A straightforward contract intake procedure is essential for new and current contracts to prevent misunderstandings and mistakes.
3. No additional cost for users to submit request forms. Whether you are a user of ALOE or not, you can use the Intake Form with the link.
Book a demo and find out how we can optimize ALOE to fit your legal team’s needs.
The most effective legal teams use ALOE.
Built by Tech and Legal Experts
Built by the original in house lawyers and tech experts who helped grow GoDaddy into a billion-dollar company, our project and contract management solution helps you save time and make money. Why are we the leaders in workflow automation? Because we have more than seventy years of combined business and legal technology experience working for Fortune 500 companies, law firms, technology companies, government agencies, and nonprofits.
One Simple Platform
ALOE is the only fully customizable contract lifecycle management and project workflow solution that you will use. Unlike others, it adapts to the way you work rather than the other way around. ALOE is easy to use with immediate financial, time-saving, collaborative, and risk management benefits to you and your team.
Simple Tracking in One Place
ALOE consolidates all your contract and project management needs on one simple platform and empowers you to manage your business in a way that works for you.
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Built By Experts
Founders Christine Jones, Esq., CPA and Tanya Avila, Esq. created ways to overcome the contract and project management pain points that prevented their clients’ success. They lived the frustration of manual processes like searching through thousands of emails or creating standard documents from scratch. They came up with their own legal operations and contract management solutions that helped their clients improve and successfully grow their businesses.
ALOE Pro provides customizable contract management software that modernizes and transforms your departments into revenue drivers. With ALOE’s customization, we make the tool fit the way you do business.
Office or Remote
Manage your team’s workload with our collaboration planning tools. Boost employee morale and productivity by distributing your workload efficiently among team members. Manage remote employees easily and efficiently while giving your team room to absorb changes to process and workflow.
Bigfork Tech Features
ALOE contract management software modernizes and transforms your departments, turning them into revenue drivers. That’s because ALOE is customizable – we make it fit to the way you do business.
Featuring DocuSign™ integration, strong security and efficient integration for high volumes of emails, the ALOE™ project and contract lifecycle management software comes with a plethora of perks in each plan that we offer.
OCR Document Storage
OCR capabilities (Optical Character Recognition) further increase your access to the documents you need. This is because OCR converts any text in a document so that it becomes searchable content.
Your data is secured in its own database with restricted access compliant with GDPR, CCPA and other current privacy regulations.
Easy Adoption/Email Integration
We create a wonderful remote onboarding experience that provides intuitive and simple training and resources to make your life easier. Your team can log in and get to work.
You can seamlessly create, edit, and comment on ALOE tickets using the Outlook application. This integration is included in our base product at no additional cost.
This powerful tool allows administrators to build a more fast-paced work environment while minimizing time spent on unnecessary tasks, saving valuable money and labor.
Watch This 1-Minute Video to See How Bigfork Tech Makes Legal Project Management Easy
Frequently Asked Questions
General Contract Lifecycle Management FAQs
Does ALOE support the full contract lifecycle from creation through termination?
Does ALOE support electronic signatures?
Yes, we support electronic signatures. We include our DocuSign integration at no additional cost. However, you must have a DocuSign account, which does carry a cost.
Does ALOE provide version control? How does it work?
Documents are locked when they are being “edited.” Only one person can work on a document at any time. Other users can download a document if it’s in use, but cannot edit it. All versions of a document are tracked within each ticket, and have a designated owner and with a clear view of final file for version control identification. If any changes are made to a document, the owner is notified – as well as any designated “watchers”.
Does ALOE provide contract and document templates?
Coming Soon. Contracts and documents can automatically be generated and populated with information input when a task is created or edited. Unlimited templates uploads are available and are simple enough a trained admin can easily upload them on their own. Email templates can also be created and sent to a group or individuals.
Does ALOE provide an automated approval routing process for contracts?
Yes, approval workflows can be managed by licensed users on their desktop or via the ALOE app. Non-licensed users can approve via email. Approvals may be triggered manually or automatically through a workflow. For example, all contracts with a value over $5,000 may be automatically sent to finance for approval or a contract with a particularly challenging indemnity provision may be manually escalated to a more senior attorney.
Does ALOE allow the creation of pre-approved clause and language libraries, including fallback clauses?
Yes, we can add a custom pre-approved clause library for template creation and task document changes as an additional service.
Does ALOE allow amending or renewing of contract terms and language in the solution and would the solution notify the parties involved?
Through customized workflows, auto renewals can be reviewed and amended as needed. As an example – a contract designated as one that auto-renews through a custom field can have a new task generated for a renewal agreement on the renewal date designated through the renewal date field. The new task auto generates the designated template and assigns the task to the designated worker for review and modification. The person assigned receives an email notification of the new task. The task is also added to the appropriate dashboard report for open tasks.
Can I redline and negotiate a document in ALOE?
External negotiations can be done via email, while internal negotiations and collaborations can be done either in ALOE or via email. Once a document is attached to a contract task, it can be revised through our standard integration with MS Office. Once revisions are complete, a user can email the contract either with a custom email or a predesigned template to external parties. In templates, buttons can be added that trigger next steps in the workflow, for example: Approve; Negotiate; and Reject. Each button generates an email allowing the external party to reply with their comments or revisions, approve the draft which can then be cleaned and sent for signature, or reject to end the negotiations. Because your external parties are revising in word and attaching to email, they never have to click on a link to a portal or reformat html optimized text in order to enter into a contract with you. Their reply email is automatically logged in the activity tracker, while their revised document is automatically attached to the contract task. This creates an audit log of not only the versions of the draft agreements, but the communications between parties as well. External parties don’t follow directions and might email directly instead of replying to the email, but ALOE has accounted for that. You can add or edit tasks and add attachments using our Outlook integration – keeping your efficiency intact. Document version control is clearly time and date stamped, and the new version is always on top. Redlining in ALOE is available through our native Word integration.
Can I differentiate internal and external comments easily in ALOE?
Redlining is done through MS Word integration among both parties and comments are tracked within the version control of the document. Any dialogue from both internal or external parties outside the document is tracked in the comments section of the task (even if that dialogue is happening through email!). Document identification is clear and your external parties won’t have to go through a portal to access the documents.
Can I automate routine procedures like NDAs?
Yes, we set up automated workflows for default and high-volume processes at your request. In other words, your standard NDA’s, licenses and other agreements can be automated. In addition, we offer customized templates so you never have to work outside of the workflow.
General ALOE FAQs
How can I see ALOE in action?
Request a Demo and see how ALOE can streamline your processes.
How are new tickets created?
New tickets flow into the system easily. You have multiple ways to start a new contract or project, both internally and externally. Internally, you can create a ticket within ALOE. If you receive an email from an outside party, you can start a new ticket from that email. Do you prefer your clients to use contract intake forms for requests? Not a problem – we do that too.
Does ALOE provide version control? How does it work?
Documents are locked when they are being “edited.’ Only one person can work on a document at any time. Other users can download a document if it’s in use, but cannot edit it. All versions of a document are tracked within each ticket and have a designated owner and a clear view of the final file for version control identification. If any changes are made to a document, the owner is notified – as well as any designated “watchers”.
Does ALOE have an intake form for non-users?
Yes. ALOE provides a URL where intake forms can be published for internal and external clients to make requests of your team. The intake form fields can be made to be optional or mandatory so that only complete requests come in. Also, a designated email address for individuals to request and interact with your department can be mapped to any work board. Work can also be created by an ALOE user via Outlook plug-in or in ALOE.
The URL landing page that houses your intake forms is customizable to your needs, can include as many or as few form links, and can be organized in a meaningful way for your organization.
Does ALOE enable email alerts, escalations, and/or workflow triggers based on specific contract milestones, such as volume thresholds, payment schedules, expiration dates, renewal notifications, etc.?
Yes, ALOE allows for email alerts and escalations for payment schedules, expiration dates, and renewal dates, or any other field associated with your forms. You get custom automation, allowing certain triggers to begin a workflow or automatically do tasks for you so you don’t have to spend your valuable human hours.
Does ALOE provide role-based reporting and/or dashboards?
Yes, ALOE has permission-based reporting. You determine who has permission to view Boards, Comments, and Dashboards. We can set the permissions so that you can restrict access for certain individuals or groups. If you are working on a contract and there is a potential for litigation, for example, you can restrict individual comments so that only the legal team would see them. If you are experiencing an employee task in HR, you can ensure that only management can see the discussions and not the employee.
Does ALOE have dynamic, automated, and easily customizable reports?
Yes, ALOE allows you to easily create and save custom reports that can be downloaded in your preferred format, automatically email to individuals, groups, or departments, listed as a saved report, or linked to a dashboard. Dashboards can be public, so you can send an overview of your reporting to stakeholders who don’t have an ALOE login, or for authorized users only. All reports and dashboards can be permissions based, from very tight so only the creator can see or open up as wide as enabling visibility to anyone with a link to the report.
Does ALOE allow for the saving of user-created search queries? Can these saved queries be used by other authorized users?
Yes, ALOE allows you to easily create and save custom reports that can be downloaded in your preferred format, automatically emails to individuals, groups, or departments, listed as a saved report, or linked to a dashboard. Dashboards can be public, so you can send an overview of your reporting to stakeholders who don’t have an ALOE login, or for authorized users only. All reports and dashboards and be permissions based, from very tight so only the creator can see, or opened up as wide as enabling visibility to anyone with a link to the report.
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