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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Co-Flo CLM for Legal is a cloud-based application designed for managing the lifecycle of contracts specifically for in-house legal teams, seamlessly integrated into iManage Work. This solution eliminates the need for a separate repository, migration of data, or complicated integration projects. Smart Forms streamline the intake process and assign RACI roles based on the specific contract type or department involved. Each type of contract is equipped with its own customized workspace template, including stages, tasks, and security measures. Routine agreements are efficiently produced using the intake data, while iManage AI scours best-practice libraries and historical documents to generate initial drafts. Negotiations are conducted within iManage, benefiting from features like version control, collaborative editing, and comprehensive audit trails. The system automates approval workflows and integrates with platforms like DocuSign or Adobe Sign to facilitate execution, ensuring that signed copies are stored back in iManage. Post-signature, AI capabilities extract key obligations and deadlines, providing automated reminders for renewals, notice periods, and compliance requirements. Dashboards offer real-time insights into contract statuses, team workloads, potential bottlenecks, and upcoming expirations. Additionally, signed agreements can be organized into a searchable knowledge database, enhancing accessibility and retrieval. This innovative solution requires the use of iManage Work to function effectively.

Description

Fractional Workspace is designed exclusively for fractional executives rather than being a modified version of a standard CRM or project management system. It encompasses the complete engagement lifecycle within a single platform: utilizing AI for opportunity analysis that interprets your prospect notes and suggests offers from your pricing library, generating proposals that auto-fill, facilitating online signatures without the need for DocuSign, and providing client workspaces that include action items, meeting summaries, and a decision log. This unique tool integrates pipeline management, proposal creation, and daily client operations seamlessly for independent professionals juggling several clients, ensuring an efficient workflow tailored to their specific needs. Unlike other solutions, it focuses solely on the requirements of fractional executives, enhancing their productivity and organization.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

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Screenshots View All

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Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$29/month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Co-Flo Enterprise

Founded

2019

Country

Netherlands

Website

www.co-flo.com

Vendor Details

Company Name

Fractional Workspace

Founded

2026

Country

United States

Website

www.fractionalworkspace.com

Product Features

Project Management

Agile Methodologies No 
Budget Management No 
Client Portal No 
Collaboration Tools No 
Cost-to-Completion Tracking No 
Customizable Templates No 
Gantt Charts No 
Idea Management No 
Kanban Board No 
Milestone Tracking No 
Portfolio Management No 
Resource Management No 
Time & Expense Tracking No 
Traditional Methodologies No 

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