PRO Edition: Built for Small-to Mid-Sized Businesses

With the Contract Assistant Pro Edition, you and your staff will be able to centralize all contract data for easy retrieval and reporting — safely and securely. Make your department or branch a reliable and valuable source of key data.

• 5 user accounts, more available.
• Report Designer builds custom reports.
• Assign user privileges for read/only or update.
• Complete electronic record of each contract’s details.
• Multiple alarms prevent missed deadlines.
• Easy, comprehensive searching with multiple search features.

PRO Edition is an affordable multi-user option that also comes with all these great features:

• Administrator’s Guide, detail-rich.
• Library of starter reports.
• Main window display of Index of contracts, alarms and more.
• Contract overview and notes fields.
• Unlimited user-defined categories and key elements/clauses.
• Linked files feature. Link related files to a contract.
• Customizable fields and user-defined pull-downs.
• Financial summary fields & monetary key elements.

Compare Contract Assistant Editions

	Standard	PRO	Enterprise
Information
Complete electronic record	■	■	■
Supports multiple databases	■	■	■
Store Overview of contract	■	■	■
Link & open related files	■	■	■
Financial summary fields	■	■	■
Integration with Laserfiche document  mgmt system		■	■
Store lengthy text in Overview & Notes			■
Store documents securely in the database			■
Security
Read/write or read-only by database		■
Contract record level security			■
Field level security			■
Security Access Groups			■
Document Groups			■
Alarms
Unlimited alarmable events per contract	■	■	■
Main window display of “ringing” alarms	■	■	■
Automatic email notification of alarms			■
Recurring alarms			■
Searching
Simple to advanced searches	■	■	■
Additional advanced filters & wild card searching	■	■	■
Saved searches	■	■	■
Full-text (key word/phrase) searching			■
Flexibility
Unlimited user-defined categories	■	■	■
Unlimited user-defined key elements	■	■	■
Monetary key elements	■	■	■
Customizable fields	■	■	■
User-defined date fields	■	■	■
User-defined pull-down lists & direct entry fields	■	■	■
Customization by user group or individual user			■
Reporting
Easy standard reporting	■	■	■
Includes library of pre-built reports	■	■	■
Custom reporting	optional	■	■
Report security tied to user permission level			■
Implementation Options
Local, remote or web (see note below)	■	■	■
Power
Multi-user		■	■
Supports very large databases			■
Scalable for large numbers of users			■

Note on Implementation Options: Client/server, or using remote desktop technology such as Citrix or Remote Desktop Services/Terminal Services, or as a self-hosted web application using Citrix XenApp.