# Ontra Reviews **Vendor:** Ontra **Category:** [AI Legal Assistant Software](https://www.g2.com/categories/ai-legal-assistant) **Average Rating:** 4.6/5.0 **Total Reviews:** 7 ## About Ontra Ontra is the leader in AI-powered solutions for the private markets. Powered by industry-leading AI, data from over 2 million contracts, and a global network of legal professionals, Ontra streamlines and optimizes critical private market workflows across the fund lifecycle. Ontra’s solutions transform unstructured data trapped in static documents into actionable intelligence, enabling firms to accelerate contracts, streamline compliance, and automate entity management. Trusted by more than 1,000 global GPs, investment banks, law firms, and advisors – including nine of the top ten PEI-ranked firms worldwide – Ontra helps firms focus on what’s important. Learn more at www.ontra.ai. ## Ontra Pros & Cons **What users like:** - Users find Ontra to be **efficient and very easy to use** , streamlining their workflow effectively. (3 reviews) - Users highlight the **efficiency** of Ontra, streamlining processes and enhancing productivity in deal management. (3 reviews) - Users highlight the **responsive customer support** of Ontra, appreciating efficiency and dedicated assistance from their team. (2 reviews) - Users appreciate the **easy setup** of Ontra, allowing for efficient processing of deals and increased productivity. (2 reviews) - Users value the **efficient communication** of Ontra, appreciating the team's responsiveness and understanding of business needs. (2 reviews) - Users value the **efficiency of collaboration** with Ontra, facilitating easy sharing and quick team interactions. (1 reviews) - Users value the **time-saving benefits** of Ontra, enhanced by dedicated relationship managers like Trent and easy setup. (1 reviews) - Onboarding (1 reviews) - Time-saving (1 reviews) - Understanding (1 reviews) **What users dislike:** - Users feel that the service can be **expensive** , though they acknowledge it offers good value overall. (1 reviews) - Users often face **poor customer support** , requiring them to proactively track feedback and progress on their own. (1 reviews) - Users are frustrated with the **poor notification system** that requires them to track progress without proactive updates from bankers. (1 reviews) - Users find the **poor tracking** by Ontra frustrating, as proactive follow-ups with bankers are lacking. (1 reviews) - Users find that **Ontra's slow loading times** can delay the processing of essential documents like CAs. (1 reviews) - Users find the **time-consuming processing** of CA documents by Ontra frustrating, affecting their ability to meet deadlines. (1 reviews) ## Ontra Reviews ### 1. Streamlines NDA Process with Professional Support **Rating:** 5.0/5.0 stars **Reviewed by:** Eric M. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 12, 2026 **What do you like best about Ontra?** I really like that we have a dedicated attorney and a customer success team with Ontra; they're very professional and responsive. This support makes it easy for us when we are ready to procure their services on a deal—typically, all we need is one call to get started. That's a big help when the deal team is juggling many other deliverables, as it really streamlines the process. Also, I found the initial setup of Ontra to be very easy. **What do you dislike about Ontra?** The NDA process with Ontra still requires many emails to pass back and forth and can clog up the inbox. **What problems is Ontra solving and how is that benefiting you?** Ontra frees our investment banking staff from marking up and executing NDAs. We have a dedicated attorney and customer success team; one call initiates services, streamlining processes for our busy deal team. ### 2. Efficient, User-Friendly NDA Analysis with Outstanding Support **Rating:** 4.5/5.0 stars **Reviewed by:** Darcy W. | Managing Director, Investments, Mid-Market (51-1000 emp.) **Reviewed Date:** January 05, 2026 **What do you like best about Ontra?** Very efficient and easy to use. High quality analysis of NDAs and excellent communication on potential issues. The Ontra team is very responsive and has a great understanding of our business and our needs. **What do you dislike about Ontra?** Very smooth system for processing NDAs and there is not much I do not like. Service, however, could be considered expensive, but I would say it is good value all things considered. **What problems is Ontra solving and how is that benefiting you?** Helping to process NDAs quickly, efficiently and with the requisite protections for our organization. Ontra makes NDA processing quick and a smooth process over email. Very happy with the service. ### 3. Efficient for NDA Processing, Initial Setup Needs Improvement **Rating:** 3.5/5.0 stars **Reviewed by:** Eddie C. | Investment Professional, Small-Business (50 or fewer emp.) **Reviewed Date:** May 11, 2026 **What do you like best about Ontra?** I like that Ontra is self-sufficient and works quickly, which helps free up our CCO's time. This makes my workload more efficient. **What do you dislike about Ontra?** There were kinks that needed to be worked around during the initial setup. More clear communication would have helped. **What problems is Ontra solving and how is that benefiting you?** I use Ontra for NDA processing, which frees up our CCO's time. They are self-sufficient, work quickly, and make my workload more efficient. ### 4. Effortless CA Sharing and Streamlined Team Collaboration **Rating:** 5.0/5.0 stars **Reviewed by:** Austin S. | Associate, Small-Business (50 or fewer emp.) **Reviewed Date:** December 16, 2025 **What do you like best about Ontra?** Efficiency. It is very nice to share the CA via a simple email and have the team run down our pre-set guidelines and flag any question marks. Very easy to learn the process and work with the team if a back-and-forth is required. **What do you dislike about Ontra?** It can take some time for Ontra to process CAs, but hard for them to gauge the speed at which we need the documents reviewed **What problems is Ontra solving and how is that benefiting you?** Ontra saves us on time it takes to process NDA documents. They keep our process organized and cleanly run. ### 5. Saves Time but Needs Proactive Follow-Up **Rating:** 4.5/5.0 stars **Reviewed by:** Leah I. | Vice President, Small-Business (50 or fewer emp.) **Reviewed Date:** December 16, 2025 **What do you like best about Ontra?** I like how Ontra frees up my capacity and gives me back time. Another thing I appreciate is having access to a dedicated relationship manager, Trent. The initial setup of Ontra was easy, which was a plus for me. **What do you dislike about Ontra?** They do not follow up proactively with bankers if we have not heard feedback back from them. I must intervene/keep track of what's in progress myself. **What problems is Ontra solving and how is that benefiting you?** I use Ontra for NDA processing, freeing up my capacity with legal support and interpretation, and it gives me back time. ### 6. Efficient and User-Friendly for Streamlining Legal Processes **Rating:** 5.0/5.0 stars **Reviewed by:** Santiago E. **Reviewed Date:** December 16, 2025 **What do you like best about Ontra?** I like that Ontra is easy to use and very efficient. It helps me process more deals in a shorter amount of time, which is a huge plus. I also found the initial setup to be smooth. **What do you dislike about Ontra?** N/A **What problems is Ontra solving and how is that benefiting you?** I use Ontra for NDA redlines, which solves the problem of long legal processes. It's easy to use and efficient, helping me process more deals in a shorter amount of time. ### 7. Great Structure Charts and Entity Management **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** May 08, 2026 **What do you like best about Ontra?** The structure charts, the entity management **What do you dislike about Ontra?** It is an expensive service. Sometimes the structure charts print weird. **What problems is Ontra solving and how is that benefiting you?** Printing structure charts and consolidating entity data - [View Ontra pricing details and edition comparison](https://www.g2.com/products/incloud-llc-ontra/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-15+12%3A53%3A40+-0500&secure%5Bsession_id%5D=b08465f9-d2ec-4189-9398-15d731c36133&secure%5Btoken%5D=34475474ac00ccce76ba8578f90401e06e97d000deae1991e035e3e5bb8a0682&format=llm_user) ## Ontra Features **Platform Basics ** - Data Extraction - Contract Comparisons **Contract Creation & Management** - Contract Creation - Contract Templates - Contract Editing - Contract Attachments **Generative AI - AI Legal Assistant** - Text Generation - Text Summarization **Artificial Intelligence Capabilities** - Text Analytics - NLP - OCR **Collaboration** - Contract Collaboration - Approval Process **LLM and NLP - AI Legal Assistant** - Natural Language Processing (NLP) **Contract Data** - Data Import - Data Export - Custom Reporting - Clause Identification and Mapping **Other Platform Features** - Notifications & Reminders - Contract Database - Contract Compliance - Integrations / APIs - E-Signature **Technology Benefit - AI Legal Assistant** - Drafting Assistance - Review Automation - Due Diligence - Legal Analytics and Insight **Contract Data** - Reporting & Dashboards - Advanced Contract Analytics **Generative AI** - AI Text Summarization **Consistency, Accuracy and Efficiency - AI Legal Assistant** - Consistency and Quality Assurance **Generative AI** - AI Text Generation - AI Text Summarization **Automation using Legal Tech - AI Legal Assistant** - Litigation Support **Compliance and Data Security - AI Legal Assistant** - Data Protection **Agentic AI - Contract Lifecycle Management (CLM)** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Ease of Use and Adaptability - AI Legal Assistant** - Ease of Use and Adaptability **Agentic AI - AI Legal Assistant** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making ## Top Ontra Alternatives - [Conga CLM](https://www.g2.com/products/conga-conga-clm/reviews) - 4.3/5.0 (594 reviews) - [LinkSquares](https://www.g2.com/products/linksquares/reviews) - 4.7/5.0 (425 reviews) - [Agentforce Revenue Management (formerly Salesforce Revenue Cloud)](https://www.g2.com/products/agentforce-revenue-management-formerly-salesforce-revenue-cloud/reviews) - 4.2/5.0 (1,408 reviews)