ALOE Feature Highlight

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.

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”.

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.

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.

Yes, we can add a custom pre-approved clause library for template creation and task document changes as an additional service.

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.

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.

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.

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.

Request a Demo and see how ALOE can streamline your processes.

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.

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.

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.

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.

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.