SimpleDocs is an AI contract lifecycle management (CLM) platform covering contract review, intake, approval, and storage. It targets legal and business teams that handle high contract volume.
Its SimpleAI module runs inside Microsoft Word and reviews third-party contracts against configurable playbooks. It flags non-standard clauses and proposes redlines with explanatory comments.
Workflow Automation captures requests through intake forms and portals, generates agreements from templates, and routes them through sequential or parallel approvals.
The AI Repository stores signed agreements, applies OCR, and extracts metadata. Teams can search the portfolio in natural language and track renewals and obligations.
Pricing
SimpleAI Base costs $149 per user per month and SimpleAI Pro costs $199, both with a 3-seat minimum. Pro adds 10 hours of legal engineering support and Repository integration, which needs an active Repository subscription. Workflow Core starts at $10,000 per year and Workflow Pro at $18,000, each with 3 Full Users and $1,200 per year for extra Full Users. Implementation fees run $5,000 to $15,000 for Core and $15,000 to $25,000 for Pro, and there is no free plan, only guided 14-day trials.
* Disclaimer: Please note that pricing information may not be up to date. For the most accurate and current pricing details, refer to the official website.
Key Features
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Playbook builder with fallback positions and internal guidance notes
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Precedent benchmarking using company history and Law Insider data
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Bulk upload, OCR, and document translation
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Conditional routing with escalation management
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Audit history, activity tracking, and configurable dashboards
Use Cases
Self-Service NDA Generation
Business teams generate standard NDAs through intake forms, including oneNDA-based templates. Legal skips routine requests while every output follows company guardrails.
Redlining Third-Party Contracts in Word
Lawyers run a playbook against an incoming contract inside Word. Non-standard clauses get flagged with proposed redlines. SimpleDocs states this cuts review time from hours to minutes.
Approval Chains to E-Signature
Requests move through parallel or sequential approvals, then to an eSignature tool. Teams can track time-to-signature across business units.
Renewal and Obligation Monitoring
Operations teams search stored agreements to find upcoming renewals, uncapped liabilities, and amendment history. Automated alerts replace manual document checks.
Negotiation Prep with Precedent
Drafters compare new clauses against company precedent and market data before counterparty talks. Negotiators then cite documented positions instead of memory.
Strengths & Weaknesses
Strengths
The Word sidebar lets reviewers work where legal drafting already happens.
AI output follows custom playbooks and Law Insider data instead of generic language.
Teams can buy SimpleAI, Workflow, or Repository alone, or combine them as SimpleDocs 360.
SOC 2 Type II compliance and TX-RAMP Level 2 certification support public-sector procurement.
Forward-deployed legal AI engineers help design playbooks and workflows during onboarding.
Weaknesses
The 3-seat minimum on SimpleAI plans blocks solo practitioners.
Workflow plans start at $10,000 per year plus implementation fees, which favors mid-market and enterprise buyers.
Precedent benchmarking requires SimpleAI Pro paired with a separate Repository subscription.
Signing depends on connected eSignature tools such as DocuSign, not a built-in feature.
Who Is This For?
In-house legal and compliance teams: standardize negotiations with playbooks and cut routine review work.
Legal operations professionals: centralize contracts, extract metadata, and monitor renewals across the portfolio.
Procurement and business development units: request and generate contracts through self-service intake.
Public sector and higher education institutions: buyers who need documented security compliance such as TX-RAMP Level 2.
Frequently Asked Questions
Is there a free trial for SimpleDocs?
SimpleDocs offers guided 14-day trials for its AI products. They include a configured sandbox and pre-built playbooks. No free plan is publicly available.
How is SimpleDocs pricing structured?
SimpleAI is priced per user per month, while Workflow is priced per year. Complex multi-entity deployments get custom enterprise pricing.
What onboarding support does SimpleDocs provide?
Legal AI engineers help design playbooks and workflows around your business rules. SimpleAI Pro includes 10 hours of legal engineering support.
Which integrations does SimpleDocs support?
It covers Microsoft Word, eSignature tools, CRM platforms, email, SAML SSO, and DMS or cloud storage. See the integrations section below.
Does SimpleDocs train AI models on my contracts?
SimpleDocs states that documents are never used for model training and are discarded after analysis. It reports SOC 2 Type II compliance.
How many users do Workflow plans include?
Core and Pro each include 3 Full Users with unlimited business-user requests. Additional Full Users cost $1,200 per year.
What do I need for precedent-based benchmarking?
You need SimpleAI Pro and an active Repository subscription. SimpleAI Base does not include repository integration or benchmarking.
Can SimpleDocs handle signing on its own?
The materials describe connections to eSignature providers such as DocuSign, not a standalone signing feature. Plan for a separate signing tool.
SimpleDocs lists integrations with Microsoft Word (native sidebar), eSignature tools such as DocuSign, CRM platforms such as Salesforce, and email. It also supports SAML single sign-on and connections to DMS platforms and cloud storage. Workflow Pro adds scoped API and webhook integrations.