Explore all features
All the tools you need to stay in control
Explore all of Zefort's features and discover the tools that help you manage contracts, find information, automate workflows, and stay in control.
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Zefort Agent
Ask questions, summarize and analyze agreements, and find important terms and obligations across your contract repository. Get answers and prepare suggested actions for your review.
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AI Custom Metadata
Ask questions, summarize and analyze agreements, and find important terms and obligations across your contract repository. Get answers and prepare suggested actions for your review.
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Playbooks
Review contracts against your policies and requirements using configurable Playbooks. Identify missing clauses, deviations from preferred terms, and potential issues that need attention.
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Automatic Key Date Extraction
Identify important dates in contracts, including renewal, expiration, and notice deadlines. Keep track of upcoming milestones and set reminders to take action on time.
Full-text search
Find specific words and phrases across your contracts and attachments. See matching text highlighted and jump directly to relevant passages within the original documents.
Advanced search & filters
Refine your search using contract dates, parties, custom fields, and other metadata. Target specific content, including documents, attachments, emails, and notes, or find contracts with missing information.
Saved searches & views
Save frequently used searches and filtering criteria for quick access. Return to relevant groups of contracts without having to rebuild the same search.
Similar contract search
Find contracts with similar content to an existing agreement. Adjust the similarity level to discover comparable documents across your repository.
OCR & scanned document search
Make scanned contracts and image-based documents searchable with optical character recognition (OCR). Find words and phrases in documents even when the original files contain no selectable text.
Contract repository & organization
Store contracts, attachments, and related correspondence in one secure repository. Organize agreements using binders and tags to keep your contract records structured and accessible.
Custom contract fields
Create metadata fields to capture the information your organization needs. Structure contract details consistently to support everyday management, searching, and reporting.
Counterparty management
Manage information about the organizations and parties associated with your agreements. Keep counterparty details consistent across contracts.
Linked contracts & documents
Connect master agreements, amendments, and supporting documents. Navigate between related contracts to review their relationships and contractual context.
Contract notes & annotations
Add notes to contract records and comments to specific passages. Keep internal observations and important context available for colleagues reviewing the same agreements.
Contract history & audit trail
Track contract activity and changes over time. Review historical records and audit logs to understand how agreements have been managed.
Contract tags
Categorize agreements using flexible tags. Organize contracts by topic, status, or other classifications to make your repository easier to manage.
Contract email archiving
Keep important email correspondence alongside the relevant contracts. Preserve messages and attachments for reference when reviewing agreements.
Bulk contract updates
Update multiple contracts at once. Make changes to metadata, tags, contract parties, and binder assignments without editing each record individually.
Contract tasks, obligations & reminders
Create contract-related activities, set due dates, and send reminders to responsible colleagues. Track upcoming work and mark tasks as completed.
Automated deadline reminders
Automatically create reminders for important contract dates, such as notice periods and expiration dates. Keep responsible users informed as deadlines approach.
Search automations
Automate repetitive contract workflows using configurable rules. Send notifications, assign owners, update metadata, and organize agreements into binders when specified conditions are met.
Email routing
Route incoming contracts directly into designated binders using dedicated email addresses. Automatically place submitted documents in the appropriate location.
Forms
Collect the information needed to prepare agreements through configurable forms. Use submitted information to generate documents for electronic signing.
Templates
Create agreements using reusable templates with predefined content and structure. Maintain consistency across frequently used contract types while reducing repetitive document preparation.
Zefort Sign
Send documents for electronic signing and track the signing process in Zefort. Choose from supported signature methods, configure the signing order, and use appropriate identity verification options to meet your requirements.
Contract views
Switch between card, table, and calendar views to explore your contracts. Choose how agreements are displayed based on the information you need to review.
Customizable table views
Choose which contract fields appear in your tables and arrange columns to suit your workflow. Keep relevant contract information visible and easy to compare.
Customizable contract cards
Choose which details appear on contract cards, including counterparties, owners, important dates, and custom metadata. Give your team a more useful overview of each agreement.
Dark mode
Switch to a darker interface for a more comfortable viewing experience, particularly when working in low-light environments.
Two-factor authentication (2FA)
Add an extra layer of protection to user accounts with two-factor authentication. Help prevent unauthorized access even if a password is compromised.
Single sign-on (SSO)
Let employees sign in using your organization’s existing identity provider. Simplify access management with support for SAML and OpenID Connect.
Roles & permissions
Control access to contracts and sensitive information through user roles, groups, and binder-level permissions. Give employees access according to their responsibilities.
EU data residency & infrastructure
Store contract data in EU-based infrastructure designed for security and reliability. Support your organization’s data residency requirements while keeping sensitive agreements protected.
Dedicated private instance
Run Zefort in a dedicated environment designed for organizations with specific infrastructure, isolation, or configuration requirements.
AI model choice & governance
Choose from supported AI model providers and manage AI settings to meet your organization’s security, privacy, and operational requirements.
Business app integrations
Connect Zefort with your existing business tools, including CRM, e-signature, and HR platforms. Reduce manual work by keeping contract processes connected across systems.
Zefort REST API
Build custom integrations using Zefort’s REST API. Access contracts and metadata, connect internal systems, and automate contract-related processes according to your organization’s needs.
AI assistant connectivity
Connect compatible AI assistants, including Microsoft 365 Copilot and Claude, to Zefort through MCP. Find agreements, ask questions, and work with contract information from your assistant.
Bulk contract import
Upload multiple agreements and folders into Zefort at once. Bring existing contracts into your repository without adding each document individually.
Data export & reporting
Export contract metadata to Excel for analysis and reporting. Download complete datasets or select specific fields to create reports tailored to your needs.
Cloud data mirror
Maintain copies of contract files in connected external cloud storage through Zefort’s Cloud Data Mirror, supporting your organization’s data storage requirements.
Get full visibility into your contracts
See how Zefort helps you track obligations, manage risk, and stay in control across your agreements.
