Average Ratings 0 Ratings
Average Ratings 0 Ratings
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Routine agreements are efficiently produced using the intake data, while iManage AI scours best-practice libraries and historical documents to generate initial drafts.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
No images available
Screenshots View All
No images available
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
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