
I use the Advanced Search feature a lot. I like being able to look up contracts by certain common filter topics/key words that we use around the office. I refer to the Expiration Report on my home page a lot (which, kudos to CLX for having a customizable home page) to see which contracts I need to review. I will manually change the expiration date (if needed) only after reviewing the contract. Review collected by and hosted on G2.com.
When I leave a record page on Contract Logix, the system does not ask me if I'd like to save my work. I think this is a basic function that many other programs have that CLX is lacking. The times I have gone back into the file to make sure my changes have been saved is obnoxious. One other thing I would want improved is the responsiveness of the sub-populated results when entering a new contracts field information. The results that pop up are not very intuitive, and one spelling error will render a useless search. In addition, when searching for and attaching contacts to a record, I find that first name + first letter of last name will give a result, but when I use first name + a few letters of last name, no results will show, which I don't think is very functional.
When adding in a custom alert notice, it would be nice to be able to drag over field options from the contract (expiration date, organization name, etc.) into my custom alert. I know this feature is available on email templates, but not the custom alert option. One more item for my wish list is: after creating an alert, I wish there was a way to demo what the alert would look like once emailed out and have CLX send it to only me (administrator). A one-click "test this alert" send button would be nice. Review collected by and hosted on G2.com.
Thank you for your review and for sharing such thoughtful feedback about your experience with Contract Logix. We are glad to hear that the Advanced Search, customizable home page, and Expiration Report features are helping you stay organized and manage renewals efficiently.
We also appreciate your detailed suggestions around save prompts, search functionality, and alert customization. These insights are incredibly valuable as we continue to enhance the platform and prioritize user experience. Our product team reviews feedback like yours closely to guide ongoing improvements, and your input helps us make the system smarter and more intuitive for everyone.
We’re grateful for your support and pleased to know Contract Logix is helping your team stay proactive in managing contracts.
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