SMARTINDEX

Document control. Reimagined.

From daily operations to due diligence, ContractZen SmartIndex brings clarity and control to your document management. Share securely and report instantly with our built-in Virtual Data Room (VDR).

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Real Customer Reviews

Make the outcomes of good governance visible

SmartIndex lets you tag and organize documents—without moving or duplicating files—to support daily operations, ensure compliance tracking, and enable secure sharing via ContractZen VDR during audits and due diligence.

Compliance

Streamlined Compliance

Effortlessly track and manage Governance, Risk and Compliance (GRC) essentials like contracts, board minutes, and financial statements. SmartIndex simplifies responding to changes in laws or standards, keeping your organization audit-ready and reducing compliance risks with intuitive, multi-faceted indexing.

Time

Time Savings

SmartIndex saves time by eliminating the need to copy, move, or reorganize files. With simple tagging, teams can instantly locate, share, and report on key governance documents—like contracts, board minutes, and financial statements. This intuitive approach streamlines audits, due diligence, and compliance workflows, dramatically reducing time spent on manual tasks and last-minute document hunts.

Efficiency

Improved Governance

SmartIndex enhances governance by making oversight and accountability effortless. Instead of relying on scattered folders or manual tracking across different systems, organizations can tag and organize key governance documents within a single platform—without moving or duplicating files. Whether responding to regulatory changes or stakeholder inquiries, SmartIndex helps companies demonstrate transparency, reduce compliance risks, and stay confidently audit-ready.

Security

Security & Privacy

Built on Microsoft Azure’s world-class infrastructure, SmartIndex protects your sensitive data with multiple layers of strong encryption and geo-replication for redundancy. With granular access controls and no third-party exposure, your governance materials remain secure—ensuring peace of mind during high-stakes audits, due diligence, and confidential sharing.

I appreciate ContractZen as an excellent product that has greatly improved our organization.

Bart Centauro, General Counsel, TalentBurst Inc.

Versatile document management

ContractZen’s SmartIndex transforms how organizations prepare for audits and due diligence. It allows you to create and manage multiple, tailored folder structures from a single centralized repository—without moving or duplicating files. This means instant readiness for legal, financial, or ESG reporting, all with just a few clicks.

Innovative indexing

Our platform lets you manage documents dynamically, create customized views for different stakeholders, and maintain full compliance effortlessly. Pre-configured templates accelerate reporting while ensuring sensitive information stays secure. You can even build a complete folder structure directly from an example document—or from a photo taken with your mobile device—all powered by AI.

Streamlined due diligence

When it’s time to share materials externally, SmartIndex Virtual Data Room (VDR) makes the process effortless. With just a few clicks, set up and fill a VDR, invite participants, and navigate the transaction more smoothly than ever before. Instead of juggling separate platforms or duplicating files, you simply tag your documents and launch multiple VDRs instantly—no extra uploads, no chaos. Share securely with auditors, investors, or partners, streamline communication, and reduce preparation time dramatically.

Unified governance

Just as ERP unified operations and HubSpot transformed go‑to‑market with an all‑in‑one approach, ContractZen brings the same clarity to governance. Boards, entities, contracts, VDRs, and all your due‑diligence materials live in one secure, AI‑powered hub. One login. Zero silos. Faster decisions. Lower risk.