In November 2020, we began our working relationship with IntelAgree. We had previously used DocuSign and Adobe and were moving away from those tools for our client contracts due to price & function. We wanted a clean and efficient tool that would represent us well to our clients and prospects. IntelAgree is an easy to use tool for all users involved. Their contract wizard simplifies the process for the sender keeping things standardized and running smooth. In addition, the implementation process was a breeze with the high level of customer care that we received. Special shout outs are in order for Cory & Evan, identifying our needs and answers all our many questions. Also Mercedes was a cornerstone in the implementation process, working with us on every steps and ensuring we had the setup needed to support our internal team. We were on a tight timeline and they adjusted and worked with us, modifying the process to fit our needs. Lastly, the support crew Natalia, Jennifer, Matthew... just WOW.. they answer all our crazy questions and never make us feel bad for asking multiple times. Their training was incredible but like you, we've got a lot to jungle. I couldn't recommend this team more... and the tool is pretty fabulous as well. The AI behind the scenes that helps keep contracts up to date and organized... just ask for a demo. You won't be sorry. I personally have experience with DocuSign, Adobe/Echosign among others and would put my money on IntelAgree any day of the week. Review collected by and hosted on G2.com.
NOTHING! They are great and the product's functionality has exceeded my expectations. Integrates well with our most commonly used tools: Bullhorn, Microsoft Word. Review collected by and hosted on G2.com.
45 out of 46 Total Reviews for IntelAgree
Overall Review Sentiment for IntelAgree
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AI searching and AI based attribute collection are very accurate and reduce the time it takes to read contracts and analyze against our standard clauses. Implementation was a challenge (but then what CLM isn't). Our legal department uses IntelAgree daily. Review collected by and hosted on G2.com.
Hard to get end user buy in to the product. When you have multiple search pages and you edit a search, the system always bounces you back to the first page. Frustrating and wastes our time. Review collected by and hosted on G2.com.
It helps me to keep track of all contracts including its approvals, review stage, versions, attachments as well as manage the contracts after signing. It is much more convenient, efficient and reliable in comparison to the usual emails where there may be various threads in respect to one contract, and versions may be lost in communication, and it is difficult to follow up or manage after signing. Review collected by and hosted on G2.com.
There are a lot of restrictions that cannot be changed in order to fit our business model. For example, the submission of multiple contracts at once. Many times our contracts come with various schedules and annexes that require signing as well. It is also confusing for so many documents to be uploaded onto different requests when they are meant to be together with the main contract. Even if they do not require signing, after review, we usually upload the attachments back into the same section which may be confusing for users when they are unable to identify which version should be downloaded. These issues may put people off from using the application as they find it more of a hassle. Review collected by and hosted on G2.com.
The look and design of the platform is clean and pleasant. The implementation team was wonderful: helpful, patient, knowledgeable. You do not need to code to configure the users, contract types, notifications, organizations, etc. The dashboard cards are helpful. I use the system constantly and the company adoption has been high. Review collected by and hosted on G2.com.
I wish it had legal project management features, like a team calendar or the ability to manage non-contract related legal tasks. Review collected by and hosted on G2.com.
I think what has been the shining star here is the IntelAgree staff and support that helped us work through our various internal processes since our contracts are different depending on the market changes in staffing healthcare. Even prior to the pandemic our business moves fast with the changes, but during the pandemic, it was ever busier and we had to be nimble in our contract efforts. IntelAgree worked alongside us to help navigate the landscape to tailor our needs to the challenges we faced. IntelAgree provided our team with responsiveness and understanding throughout our onboarding. The ability of the software to recognize the items we need to track is useful not only to the Contracts/Legal team for compliance and tracking but to other teams that also use this information to make business decisions. IntelAgree continues to partner with our growing company needs and the various platforms we are implementing. IntelAgree goes above and beyond for the customer in our partnership and fluctuating needs when we have changes, adding brands, and the changing landscape in healthcare. I am impressed with thier "can do" attitude and the way they listen to thier costomer's needs. Review collected by and hosted on G2.com.
I feel the problem mostly lies with how our Company needed to change according to the needs of the market and as such, we have had to re-process many of the Attributes on our side. IntelAgree has done as much as they could to retrain our new Attributes and assist in every way possible. In addition, since we are not an out-of-the-box customer, our needs were challenging and IntelAgree continues to support our need for variances. To mitigate this gap IA has held many training opportunites for our various staff and departments for the users to gain a better understanding and allow for universal use. Review collected by and hosted on G2.com.
-Contracts are organized in various methods.
-Can search by attribute or plain word.
-Reporting for contract renewal is helpful. Review collected by and hosted on G2.com.
- Searching is not always intuitive, often requires boolean-type.
- Machine learning does take time, so markup process is manual until machine learns. Review collected by and hosted on G2.com.
I havn't come accross a template/partial template puzzle that wasn't able to be solved yet, and our contracts are elaborate. Also, custom support is fantastic! Review collected by and hosted on G2.com.
The company has a handful of things they'd wish to be implmented and it would be nice if there was some way to get those going faster. Review collected by and hosted on G2.com.
IntelAgree is its amazing ability to streamline contract management processes with efficiency and precision. The interface is user-friendly and makes it easy to draft and approve contracts. The automation features reduce the time spent on repetitive tasks, which allows my team to generate contracts quickly and seamlessly. The search feature is awesome as well. Review collected by and hosted on G2.com.
None - they are quick to resolve any issues that arise. Review collected by and hosted on G2.com.
Product Implementation, Customer Support, Clear Communication on updates & improvements, Easy to Use, Training Platforms & Assistance. Review collected by and hosted on G2.com.
Because their communications are frequent, if you're not someone that enjoys consistent contact it could be overwhelming. We enjoy the frequency at Cross Insurance! We like to Outlook add-in, we think this can be an area for improvement. Review collected by and hosted on G2.com.
The flexibility and adaptation of taking the system out of the box and tailoring it to the needs of the end users and corporation requirements. Review collected by and hosted on G2.com.
If a company has 100's of users it can be difficult in maintaining them especially if there are layers of teams involved. Review collected by and hosted on G2.com.
I love how easy the system is for those who are not frequent users. I love how responsive the IntelAgree team is. I love the AI function and how easy it is to build processes. Review collected by and hosted on G2.com.
It has been a little tricky getting the add on added to our Word, Outlook and One Drive but that might be on our side. Review collected by and hosted on G2.com.