Key objectives for legal ops teams in year 1

By Gizelle Fletcher on Jan 22, 2020 9:09:00 AM

Legal operations is a growing focus in legal departments, owning several key initiatives to legal teams’ success. Legal operations teams are responsible for actively pursuing ways to improve existing legal workflows and processes, as well as managing budgets, timelines, and successfully working cross-functionally with other teams in their organization. 

Topics: Legal ops
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6 clickwrap litigation predictions for 2020

By Nicole Dobias on Jan 16, 2020 9:09:00 AM

Litigation relating to online contacts will continue to evolve in 2020.

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Key traits of the first legal ops hire (and sample job description)

By Gizelle Fletcher on Jan 9, 2020 9:09:00 AM

Legal operations is a growing function in innovative, fast-moving legal departments. It manages improving the efficiency and processes for the legal team, including optimizing workflows and improving contract management, technology, and data support. Because this is a fairly new specific area of expertise for legal teams, the key characteristics for this type of hire are not entirely defined across the board and different industries. 

Topics: Legal ops
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Clickwrap litigation: A year in review

By Nicole Dobias on Dec 31, 2019 10:10:00 AM

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CCPA vs GDPR: Key differences in the privacy regulations

By Gizelle Fletcher on Dec 23, 2019 9:09:00 AM

On January 1, 2020, the California Consumer Privacy Act (CCPA) will come into effect, and businesses that meet the covered criteria will have to be compliant with the newest privacy regulation. The CCPA is one in a recent line of data privacy laws designed to protect consumer information and give consumers the power over what happens to their data.

People often compare it to the EU’s General Data Privacy Regulation (GDPR), which was arguably the most publicized data privacy law. However, while there are certainly similarities between the two, GDPR compliance does not automatically equal CCPA compliance. For example, the GDPR protects EU citizens, while the CCPA is directed towards California residents, and whereas the GDPR is geared towards any company that collects personal data, the CCPA applies to companies that meet specific criteria.

Related: California Consumer Privacy Act: What you need to know to be compliant.

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Preparing for CCPA: Best practices

By Gizelle Fletcher on Dec 19, 2019 8:08:00 AM

Coming into effect on January 1st, the California Consumer Privacy Act (CCPA) is the latest U.S. state-based regulation on legal and compliance officers’ radars. It is designed to prevent big and/or profitable businesses that earn a significant portion of their income collecting and selling consumer data from doing so without the consumer’s express consent.

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California Consumer Privacy Act: What you need to know to be compliant

By Gizelle Fletcher on Dec 12, 2019 8:08:00 AM

With the rise of big data, there has been increased attention of proper data privacy practices. In addition to the EU’s own General Data Privacy Regulation, states in the U.S. have begun to enact their own data privacy laws, including Nevada, Ohio, and California. California’s CCPA will be enacted into law on January 1, and despite popular opinion, has different requirements that the GDPR.

Below we give you the run-down of the regulation: who needs to comply, what to expect as a business, and how to ensure that you aren’t facing penalties of non-compliance.

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PODCAST: Marketplace Risk CEO shares why support from c-suite is crucial to your legal team's success

By Gizelle Fletcher on Dec 9, 2019 9:06:00 AM

PactSafe’s “Legal Departments of the Future” podcast is hosted by PactSafe founder and CEO Brian Powers. As an attorney who’s ventured into the tech business, Brian is always looking for ways to fuse the legal and tech spaces together.
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Tips for increasing (qualified) opportunities in your sales pipeline

By Gizelle Fletcher on Dec 5, 2019 9:09:00 AM

The number of qualified opportunities is important in calculations of your sales velocity. 

Qualified opportunities are ones that have met specific criteria determined by an organization and/or its sales leader. Most use the BANT criteria (budget, authority, needs, timeline) to qualify opportunities, but companies sometimes set their own criteria. 

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3 ways to improve your average deal size

By Gizelle Fletcher on Nov 21, 2019 9:09:00 AM

When trying to optimize sales velocity, most sales leaders don't think about average deal size as a variable they have much control over. Instead, they think of it as a given, as something that can only be changed by the consensus of leadership and product teams. But there are other ways to increase your average deal size and improve your sales velocity.

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How to improve your win rate at each stage of the funnel

By Gizelle Fletcher on Nov 14, 2019 9:09:00 AM

Win rate in the sales velocity equation is a measure of the percentage of qualified deals in your pipeline that you’ve won.

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How to break the legal silo and collaborate better with dev/IT (beyond the Terms of Service)

By Sarah Dubel on Nov 7, 2019 9:09:00 AM

Dev/IT and legal may seem at odds, but are in a great position to achieve cross-functional alignment beyond the Terms of Service.

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INTERVIEW: ‘Transparency Sale’ author Todd Caponi shares how to shorten the sales cycle and increase velocity

By Liz Prugh on Nov 5, 2019 9:09:00 AM

We interviewed seasoned sales thought leader and award-winning author Todd Caponi on his debut book and international best seller The Transparency Sale, diving into the science behind his methodology to shortening your sales cycle and increasing sales velocity. As Todd shares in his book, “The proliferation of reviews and feedback are changing the world of B2B selling; you can no longer hide your flaws and expect to get away with it.”

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6 tips for achieving cross-functional alignment between legal and HR

By Sarah Dubel on Oct 24, 2019 9:09:00 AM

Strategic collaboration between legal and HR can help reduce risk with the business' internal clients.

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Facebook Terms of Service: What did you sign up for?

By Clare Maher on Oct 22, 2019 9:09:00 AM

In early 2018, Cambridge Analytica proved that all press is not good press when it was revealed they had mined data from tens of millions of Facebook accounts to create targeted political ads.  The Facebook community immediately lost their collective mind(s), a warranted reaction to being compromised and targeted on a platform that had previously championed granular control over your personal profile. 

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How to prevent and fight auto-renewal chargebacks

By Gizelle Fletcher on Oct 17, 2019 9:09:00 AM

Subscription-based services depend on auto-renewal for forecasting and continued revenue. However, when customers don't know that they're being charged on a recurring basis, they are more likely to initiate a chargeback for a refund of their money.

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Sales Velocity 101: What you need to know to sell more, faster

By Gizelle Fletcher on Oct 15, 2019 1:11:00 PM

Every business talks about “sales velocity” and how to accelerate this momentum to drive sales and reach goals. But what exactly does sales velocity mean? Sales velocity at its core “is the measurement of how much money your business brings in over a specified period of time. A higher sales velocity means you're bringing in more money, over less time.”

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How legal and finance can collaborate to reduce risk

By Sarah Dubel on Oct 10, 2019 9:09:00 AM

Cross-functional alignment between legal and finance is crucial to a business's success

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3 ways to collect kick ass feedback from beta users (and which is the best)

By Courtney Arnott on Oct 3, 2019 9:09:00 AM

The core goal of beta testing your product is to gather feedback that can be used to improve iterations of the user experience. As a result, the methods you use to collect user feedback is key to a successful feedback round. Product and UI/UX professionals have different techniques for collecting this feedback -- namely in person, via screen sharing, or as written feedback. But which is the most effective? 

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5 ways to improve collaboration between legal and sales

By Sarah Dubel on Sep 26, 2019 9:09:00 AM

How can you ensure legal ops and the sales team are on the same page?

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Legal innovation: Bringing the CI/CD experience to contracts

By Clare Maher on Sep 18, 2019 9:09:00 AM

Implementing the CI/CD experience for legal can make the team more agile and position it for greater innovation

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Legal ops: How to achieve effective cross-functional alignment

By Sarah Dubel on Sep 12, 2019 9:09:00 AM

How can legal ops collaborate better with other teams?

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How can I benefit from clickwrap agreements?

By Clare Maher on Sep 5, 2019 9:09:00 AM

This is the second part of our two part series on clickwrap agreements.  Our first post (Should you worry about Clickwrap?) explored concerns around clickwrap agreements, as well as potential difficulties around their implementation and successful integration into contracting workflows. This post will discuss how clickwrap can benefit your organization, your end customer, or partners. 

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Podcast: How UiPath scaled their legal team from 1 to 30 and introduced AI to automate legal workflows

By Ashley Walsh on Sep 3, 2019 10:42:00 AM

PactSafe’s “Legal Departments of the Future” podcast is hosted by PactSafe founder and CEO Brian Powers. As an attorney who’s ventured into the tech business, Brian is always looking for ways to fuse the legal and tech spaces together. 

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Alpha and Beta Testing: Why You Need Both for a Successful Launch

By Courtney Arnott on Aug 29, 2019 9:09:00 AM

You're probably beta testing, but are you alpha testing, too?

Testing your concepts and flows with different types of users is critical to ensuring a successful adoption rate of your new product or feature. While everyone knows of beta testing, not many know of the step that comes before it: alpha testing. Alpha and beta tests go hand-in-hand for the successful launch of a new product or feature; both require sample groups of users to test new releases and provide feedback so the product team can make changes before a full launch.  

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3 Contract Acceptance Methods Defined and Compared

By Ashley Walsh on Aug 27, 2019 9:09:00 AM

Esignature vs. Embedded Signing vs. Clickwrap

There are many ways to sign a document; each type of esignature method has a time and place for ideal use. The key to driving efficient contract workflows is both knowing which methods of acceptance to use and understanding how having multiple ways to sign a contract in your toolbox provides the most value. 

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Should You Worry About Clickwrap? A PMM's Opinion

By Clare Maher on Aug 22, 2019 9:09:00 AM

This is the first of a two-part series on clickwrap agreements, and it will explore what should concern you, as a business and as a consumer, about this latest digital agreement type. 

Topics: Clickwraps
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Press Release: PactSafe Shares Findings from Clickwrap Litigation Trends

By Gizelle Fletcher on Aug 21, 2019 8:08:00 AM

(Indianapolis - August 21, 2019) - PactSafe, the leading high-velocity contract acceptance platform, today released findings from their Clickwrap Litigation Trends study. The report includes findings from a study of more than 1000 cases summarizing clickwrap litigation trends over the past 16 years and reveals what influences of validity for those agreements. 

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Is a text message a legal document?

By Joseph Jed Riego on Aug 15, 2019 9:09:00 AM

The instantaneous and informal nature of the text message has revolutionized the way people communicate across large and small distances. In fact, as a digitized and traceable form of communication between two or more parties, text messages are often brought up in legal disputes. But is a text message a legal document? 

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Building with your customer: PactSafe's new feedback portal

By Clare Maher on Aug 7, 2019 9:09:00 AM

“If you build it, they will come.” 

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Work Someplace Awesome: Making prospect calls from Costa Rica

By Anna Funke on Aug 6, 2019 9:09:00 AM

PactSafe's office already has huge perks: a snack closet that is perpetually stocked with peanut butter pretzel nuggets, a kegerator, and a Pac-Man machine, but one of our more unique policies has recently led me to Costa Rica: the Work Someplace Awesome policy.

PactSafe's “Work Someplace Awesome” policy, which is probably my favorite PactSafe perk, reimburses employee travel expenses (up to a certain amount) once every calendar year when they work someplace awesome. Past awardees of this stipend have visited Paraguay, San Francisco, Morocco, Margaritaville in South Carolina, and elsewhere. I’ve never heard of another company offering a stipend like this.

Ever since an exchange trip to Toulouse, France, where I lived with a French family for two weeks, speaking to them exclusively in my broken French and beginning what would become a lifelong pursuit of The Perfect Crêpe, I’ve been a big fan of international travel. After traveling to the United Kingdom, France (again), Vietnam, Australia, and Indonesia during my college years, I promised myself that after graduation I would do whatever I needed to do to leave the country at least once a year. Lucky for me, I landed in a sales role at a company that enabled me to do just that.

Topics: Pactsafe
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FaceApp's aging clickwrap methods will make their Terms of Use unenforceable

By Brian Powers on Aug 1, 2019 9:09:00 AM

FaceApp has recently skyrocketed to the top of iTunes with over 100 million existing users, driven in large part by celebrities who use the app to post all sorts of AI enhanced images of themselves.  This massive popularity has put the FaceApp’s Terms of Use and Privacy Policy under public scrutiny, with headline after headline criticizing the broad rights FaceApp obtains to use images people upload to the app.  

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How Expedia and other travel sites avoided a class action: What every travel site needs to know

By Brian Powers on Jul 30, 2019 9:09:00 AM

On June 10, 2019, a federal court in Washington dismissed Church v. EXPEDIA INC., a class action lawsuit against Expedia, and other travel sites.

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How to design your contracts around your enterprise business needs

By Gizelle Fletcher on Jul 24, 2019 9:09:00 AM

In our previous article, “Why Contract Design is Becoming More Important to Enterprise Businesses”, we dive into how the consumer-driven economy is forcing enterprise businesses to shift the way they interact with clients, driving them to be more mobile with their services. Here, we explain how to start designing your contracts based on the needs of your business, rather than the other way around. 

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Why contract design is becoming more important to enterprise businesses

By Gizelle Fletcher on Jul 10, 2019 9:09:00 AM

Contract design is crucial for enterprise businesses that want to stay ahead. Businesses that hope to scale efficiently are beginning to take contract design more seriously. 

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What types of evidence do I need to enforce my online agreement in court?

By Gizelle Fletcher on Jun 26, 2019 8:08:00 AM


If your terms were to be enforced and your clients were to take you to court, could your terms hold up? Do you even know what you need to bring to court? Even more, what types of evidence are more likely to be successful in enforcing your online agreement in court, or better yet, compelling arbitration?

There are many factors that influence the success rates of online agreements in court, but not all methods created equal, and they are certainly not equally effective.  Luckily, there is new research to help guide best practices for achieving successful outcomes.  

Topics: Clickwraps
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Are my browsewrap agreements enforceable?

By Gizelle Fletcher on Jun 12, 2019 8:08:00 AM

If your website processes a high volume of user agreements such as terms of use, privacy policies or refund policies, chances are, you will be sued.  Given this likelihood of litigation, the question of "when" is less important than whether or not you are prepared for your terms to be enforced. Are you certain that your online legal agreements will hold up in court? 

In our 3-post series, we detail the three common ways of capturing user assent online citing case law examples, and the factors that influence their enforceability in court. Our third post is dedicated to browsewrap agreements. (Read the first post and the second post here.)

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CLOC Institute 2019 Recap: A Force for Change in Legal Departments

By Brian Powers on May 30, 2019 9:26:37 AM

“Legal ops is not a trend; it's a movement.” - Mary O'Carroll, President of CLOC.

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Are my online agreements valid? Part 2: Sign-in-wrap

By Gizelle Fletcher on May 29, 2019 8:08:00 AM

Sooner or later, you will be sued. As it is inevitable, the question of "when" is less important than whether or not you are prepared for your terms to be enforced. Are you certain that your online legal agreements--clickwrap, sign-in-wrap, and browsewrap--can hold up in court? In our 3-post series, we will detail the three common types of online agreements, case law examples, and the factors that influence their enforceability in court. This post (number two of three articles) is dedicated to sign-in-wrap agreements. (Read the first post on clickwrap agreements here.)

Topics: Clickwraps
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PODCAST: Why companies like Amazon are making their legal departments metrics-driven

By Gizelle Fletcher on May 21, 2019 9:34:16 AM

PactSafe’s “Legal Departments of the Future” podcast is hosted by PactSafe founder and CEO Brian Powers. As an attorney who’s ventured into the tech business, Brian is always looking for ways to fuse the legal and tech spaces together. In this podcast, Brian chats with Walker Lockhart, former Amazon Legal Council, Nordstrom Director of Product, and current EVP of a new startup.

Topics: podcast
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Are my online agreements valid? Part 1: Clickwrap

By Gizelle Fletcher on May 15, 2019 8:08:00 AM

Sooner or later, you will be sued. Because it is inevitable, the question of "when" is less important than whether or not you are prepared for your terms to be enforced. Are you certain that your online legal agreements--clickwrap, sign-in-wrap, and browsewrap--can hold up in court? In our 3-post series, we will detail the three common types of online agreements, case law examples, and the factors that influence their enforceability in court. Our first post is dedicated to clickwrap agreements.

Topics: Clickwraps
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PODCAST: Eliminating silos in tech-driven legal departments

By Gizelle Fletcher on May 8, 2019 8:00:00 AM

"Automation is coming for us all—not in a bad way, but in a way that helps to improve efficiencies and increase the pace [businesses are moving]." 

—Vanessa Davis, Vice President, Research and Product Development at LegalZoom.

Topics: podcast
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Clickthrough litigation skyrockets 626%: What you need to know about online agreements

By Gizelle Fletcher on May 1, 2019 10:10:00 AM

Increasingly, B2B and B2C companies are moving their businesses online in order to take advantage of the speed, convenience, and popularity of the internet. And as contracts govern the relationship between the website owner and the user, the contracts also need to be hosted and accepted online. As a result, these companies often utilize clickthrough agreements to capture user acceptance of the contract terms. However, clickthrough litigation has increased 626% since 2002. As the volume of clickthrough-related cases increases, the more important it becomes for businesses to know more about the types of online agreements, how they are formed, and what gives you the best chance of defending them in court. 

Topics: Clickwraps
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PactSafe's flexible work policy: Pushing code from Paraguay

By Michael Welling on Apr 30, 2019 10:10:00 AM

At PactSafe, we have always taken company culture very seriously. You may have seen articles recently talking about how a flexible work policy is overrated and that kegerators are a sham when it comes to really building a culture. Sure, they aren't magic (though I’d never say that about free beer), but PactSafe’s flexible work policy is good for building team morale and company culture.

Topics: Pactsafe
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PODCAST: Embracing tech in your legal department: How sales and legal work with each other, not against

By Gizelle Fletcher on Apr 23, 2019 9:26:55 AM

PactSafe’s “Legal Departments of the Future” podcast is hosted by PactSafe founder and CEO Brian Powers. As an attorney who’s ventured into the tech business, Brian is always looking for ways to fuse the legal and tech spaces together.

In episode 3 of our podcast, Brian sat down with Tony Miller, a corporate attorney who’s recently moved from a long career as an in-house attorney in the fast-paced world of SaaS to the world of entrepreneurship. Tony’s launched his own firm with the foundation of leveraging his success in implementing technology into in-house legal teams.

Topics: podcast
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The revolution of instant gratification in B2B sales

By Eric Prugh on Apr 22, 2019 8:08:00 AM

We’re living in the age of the consumer-driven sale. Gone are the days of consumers buying and purchasing because of “the way things have always been done”—handshakes, signatures, and project lead times. Today, successful businesses provide their services and sell their products in ways that are easiest for the consumer. In the B2B world, this is done with efficient, self-service methods:

Topics: Sales
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How to Deliver an Ideal Purchasing Experience for the Consumer of Today

By Eric Prugh on Apr 10, 2019 11:11:00 AM

This is the third feature in a our 6-part series from our CPO, "Thinking Like a Tech Company". This series highlights the shifts in consumer behavior and its impact on how we do business today. Here are the first two articles in this series:  Thinking Like a Tech Company Part 1: Take the Amazon Approach and How to Identify Areas of Opportunity in B2B Sales to Appease the Consumer

Topics: Sales
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How to improve customer experience in your online marketplace without increasing risk

By Kyle Robbins on Apr 9, 2019 9:09:00 AM

The user experience is the differentiator

For many B2C businesses, the biggest differentiator is not just their quality product or service, but their ability to create an effortless user experience. For example, when considering delivery dinner options, which experience would you rather have?

  1. Dig up an outdated menu for a place you hope delivers to your house, wait for somebody to answer the phone, wait on hold, have trouble hearing the person taking the order, and then wait some more.
  2. Open a mobile app, customize your order, pay for it, leave a tip, and track your order's progress in real time.
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PODCAST: How to Embrace and Drive Innovation in Your Legal Department

By Gizelle Fletcher on Apr 9, 2019 8:45:00 AM

PactSafe’s “Legal Departments of the Future” podcast is hosted by PactSafe founder and CEO Brian Powers. As an attorney who’s ventured into the tech business, Brian is always looking for ways to fuse the legal and tech spaces together.

Topics: podcast
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How a clickthrough agreement solution works for your product team, not against it

By Gizelle Fletcher on Apr 4, 2019 8:08:00 AM

The role of the product team inside your company is both strategic and tactical. Not only can this team own the blueprint for products and services, but they also do the research and all necessary prep work for the build. As the development team works on a software product, the product team manages the roadmap, implements the marketing plan, and figures out ways to improve through looking at production adoption and use and natural innovation.

Topics: Clickwraps
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Why PactSafe uses SLC, not MVP, for product launches

By Courtney Arnott on Apr 3, 2019 9:09:00 AM

While attending Project Product ‘19 in Indianapolis, Product Manager Courtney Rowe and CPO Eric Prugh asserted the idea of replacing minimum viable product (MVP) with Simple, Lovable, Complete (SLC) as a standard for product release. Because of the large number of questions and interest that arose from our discussion and PactSafe's use of the methodology, we’ve dedicated a blog post that hopefully gives our product-minded peers a better grasp on the concept.

Topics: Pactsafe
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5 Components of an Enforceable Clickwrap Agreement

By Gizelle Fletcher on Mar 29, 2019 3:22:17 PM

We constantly sing the praises of clickthrough (clickwrap) agreements for their ease of use and enforceability, but not all agreements are created equal. There are some best practices you need to use to create truly enforceable clickwrap agreements—here they are boiled down to five key considerations.

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PODCAST: How TiVo’s Senior Legal Counsel is trying to make complex legal issues as simple as possible

By Gizelle Fletcher on Mar 26, 2019 9:29:32 AM

PactSafe’s “Legal Departments of the Future” podcast is hosted by PactSafe founder and CEO Brian Powers. As an attorney who’s ventured into the tech business, Brian is always looking for ways to fuse the legal and tech spaces together.

In this podcast, Brian sat down with TiVo’s Senior Legal Counsel, Roy Zemlicka. TiVo is a consumer electronics company with technology inventions that run deep. From the creation of the interactive program guide to the DVR, TiVo continues to revolutionize how people find content in a chaotic, fragmented media landscape.

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5 risks for online marketplaces you aren't thinking about. Yet.

By Gizelle Fletcher on Mar 26, 2019 9:09:00 AM

Online marketplaces are booming. $1.5 trillion was spent globally in the top 75 online marketplaces in 2017 alone. Their rapidly expanding reach has also brought legal considerations to the forefront that must be given prompt attention. In this post, we'll explore 5 of the risks online marketplaces face and how to address them.

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What makes a product launch objectively good? Our CPO breaks it down

By Gizelle Fletcher on Mar 19, 2019 2:57:49 PM

Our Chief Product Officer Eric Prugh spoke at Project Product, "a conference for tech leaders, marketers, and product professionals. A forum directly addressing how product marketers and managers can better work together, achieve their goals, and propel their careers through interactive and hands-on sessions as well as networking with experts." (56th St Productions)

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How Adore Me uses clickthrough agreements to drive sales

By Gizelle Fletcher on Mar 18, 2019 9:09:00 AM

The sales team is one of the most visible extensions of your company and stands at the forefront of its initiatives to increase revenue and remain competitive. The sales team is responsible for optimizing the sales pipeline and converting leads into customers—a process which often includes long, interminable delays and periods of inactivity. Contracting can actually slow down your sales cycle at the exact moment it needs to be swift and frictionless.

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Can eSignatures Make Your Business More Competitive?

By Gizelle Fletcher on Mar 14, 2019 8:01:00 AM

Between 1999 and 2000, the two main eSignature laws were signed into effect: the Electronic Signature in Global and National Commerce Act (ESIGN) and the Uniform Electronic Transactions Act (UETA). These two laws, among others, ensure that digital signatures have the same legal status as contracts signed via pen and paper.

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3 Reasons Your Online Marketplace Needs a Terms of Service

By Gizelle Fletcher on Mar 12, 2019 7:07:00 AM

The Terms of Service (otherwise called the Terms of Use or Terms and Conditions) is the set of agreements that governs the way users interact with your website, mobile app, or online store. This set of guidelines protects the marketplace from liability and protects the user from abuse. Think of it as a strong handshake, but at the beginning of a meeting instead of at the end. In this post, we'll show you 3 reasons why your online marketplace needs a Terms of Service -- and how to make sure it's enforceable.

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3 ways to boost sales and shorten your sales cycle

By Gizelle Fletcher on Mar 7, 2019 8:01:00 AM

Sales velocity measures how quickly your business makes money, how quickly leads move through your pipeline, and how quickly you close deals. Naturally, a higher sales velocity means your business is making money more quickly. In this post, we'll tell you where your sales team should focus their energies in order to boost sales and shorten your overall sales cycle.

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Are your website terms of service enforceable?

By Brian Powers on Mar 6, 2019 9:09:00 AM

If you were asked to provide irrefutable proof that a particular user accepted your Terms of Service, would you be able to? Could you tell when or what version? If not, you have a problem.

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The connected contract: Why you need to start thinking of contracts as data

By Eric Prugh on Mar 4, 2019 8:01:00 AM

This article was originally published on Medium.

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How to Recognize and Minimize Online Marketplace Risk

By Gizelle Fletcher on Feb 25, 2019 8:01:00 AM

In an online marketplace, there are several small but significant details that can either raise or lower your risk profile. The online marketplace is naturally rife with risk because of its rate of scale, and the increase in the number of customers and transactions processed daily.

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4 Reasons to Buy - Not Build - Enterprise Software

By Gizelle Fletcher on Feb 20, 2019 8:01:00 AM

"We're entering an era of enterprise software," Box CEO Aaron Levie tells us, "where I want to be able to mix and match my tools from a set of vendors that might be five, 10, 20 different applications that I want to work together seamlessly."

How do we make this happen? 

Simple: by integrating third-party software solutions with our own products.

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Streamline your contracts: How to unify online and offline sales order forms

By Brian Powers on Feb 19, 2019 8:01:00 AM

This post was originally published July 2015.

Whether your business sells a SaaS product or plastic widgets, your sales people probably use some sort of paper order form to close deals.

Even if you have attempted to move the entire sales process online, some of your deals will probably still  close offline. As if managing contracts wasn't already difficult enough, the combination of online and offline sales make it much more difficult to keep track of sales contracts. However, with a little planning and the right tools, you can not only make this process easier to manage, you can also streamline your entire sales process and increase your sales velocity.

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WEBINAR: How To Prevent Lawyers from Hacking Online Marketplace Terms of Service

By Gizelle Fletcher on Feb 18, 2019 11:01:00 AM

On March 21, PactSafe will host a webinar titled “The First Line of Defense: How Online Marketplaces Can Prevent Lawyers from Hacking Their Terms of Service” with CEO Brian Powers and the founder of the Marketplace Risk conference, Jeremy Gottschalk.

Today's consumers expect quick, cost-effective, and user-friendly service along with access to a wide range of goods and services. However, the speed and volume at which businesses must now move makes transactions open to more potential risk. Both gig economy and online marketplace transactions begin with a contract—the Terms of Service that govern the users’ interaction with your marketplace.

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How to improve your clickthrough agreement workflow and decrease legal risk

By Brian Powers on Feb 18, 2019 8:01:00 AM

This post was originally published February 2018.

There is no denying that clickthrough agreements (or clickwraps) have become both ubiquitous in our daily lives and a fundamental part of doing business. And for good reason: people expect transactions to happen fast, sometimes instantly, especially in online marketplaces, SaaS businesses, and mobile apps.

Slowing things down for contracts isn't an option. Businesses use clickthrough agreements to inject contracts seamlessly into their checkout flows, registration forms, and other moments of electronic engagement. However, a lack of workflow around your clickthrough agreements can expose your business to even more risk.

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5 Contract Mistakes that Slow Down Enterprise

By Gizelle Fletcher on Feb 13, 2019 8:01:00 AM

This blog post was originally published in 2017 and has been updated.

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It's time to kill the PDF

By Greer Williams on Feb 6, 2019 8:01:00 AM

Technology has come a long way since dial-up modems and bag phones. Have you seen the iPhone X?! While many are excited for innovations like smart devices and self-driving cars, they still seem tied to virtual ink and paper. Why is that?

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How to Help Your Customers Sign Contracts More Quickly

By Gizelle Fletcher on Feb 5, 2019 7:01:00 AM

As a small to midsize business, you don’t have time to waste on cumbersome processes. At the speed business moves today, you can't let a bottleneck like traditional contracting slow down your sales cycle and impact revenue. In this post, we'll outline the modern signing methods now available for you to send to customers and reduce the amount of time between opportunity and close.

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4 Reasons Your CMS Is Terrible for Hosting Legal Content

By Gizelle Fletcher on Feb 4, 2019 7:01:00 AM

This blog post was originally published October 2015.

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Clickthrough agreements for marketing teams: Have your prospects and customers consented to being marketed to?

By Gizelle Fletcher on Jan 30, 2019 10:01:00 AM

Marketing is one of the most value-driving departments inside your organization. The marketing department not only interfaces with prospects before and after they convert into a customer, but it is also the mouthpiece for the messaging of the business and defines for the world what you do.

Topics: Clickwraps
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Clickthrough agreements for channel teams: Manage increasing volume (and contracts) with ease

By Gizelle Fletcher on Jan 23, 2019 10:00:00 AM

Channel partnership teams connect with external people or organizations who can sell their product on their behalf. There are multiple types of channel partnerships, including but not limited to value-added resellers (VARs), system integrators, managed service providers (MSPs), and integrated software vendors (ISVs). Members of the channel team ensure that the company has excellent working relationships and symbiotic partnerships that are also lucrative.

Topics: Clickwraps
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Contract Lifecycle Process: The Key to Sales Velocity

By Gizelle Fletcher on Jan 22, 2019 8:01:00 AM

There's no nice way to say this: traditional contracting processes are cumbersome. Overreliance on manual processes and a disorganized workflow too often translates into numerous back and forth between parties, needless paper pushing, and excessive redlining. And that doesn't even include the natural time suck already inherent in most manual processes. In this post, we've outlined three concrete steps you can implement to take back the time and money you're currently wasting in the contract lifecycle and increase your sales velocity. 

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Clickthrough Self-Assessment: Are You Following Best Practices?

By Gizelle Fletcher on Jan 21, 2019 10:01:00 AM

If your website employs a clickthrough agreement, there are a number of practices you should follow to make sure that agreement is enforceableYour clickthrough agreement is there for a reason - and is likely intended to provide all sorts of legal protections for your website / business. However, if your clickthrough agreement is not enforceable, then it does you no good at all.

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Transform Your Daunting Contracting Process With Clickthrough

By Gizelle Fletcher on Jan 16, 2019 1:01:00 PM

Companies in today’s “get it done yesterday” world need a workflow that allows them to do high volumes of business without increasing risk or spoiling user experience. A clickthrough agreement—a box or button that a user checks or clicks to manifest their acceptance of a website legal agreement—is perfect for this. A clickthrough is the preferred, enforceable way to present clear and concise reasons for why you want to collect your users’ data.

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5 Ways a Clickthrough Goes Beyond Customer Acceptance

By Gizelle Fletcher on Jan 14, 2019 10:01:00 AM

A clickthrough allows businesses to scale without significantly increasing risk. It’s a box or button that users check or click to manifest their acceptance of online terms. But collecting and storing customer acceptance and consent is just one way businesses benefit from a clickthrough. In fact, a clickthrough is a versatile tool that provides amazing insights while helpging you stay fast, compliant, and secure.

Topics: Clickwraps
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How to Protect Your Online Marketplace in the 1099 Economy

By Gizelle Fletcher on Jan 11, 2019 10:01:00 AM

The 1099 economy (or "gig economy") is a labor market that utilizes contracted human labor to fulfill the service promises from marketplace/shared economy platforms. Taking its name from the tax form filled out by freelancers or short-term independent contractors, the 1099 economy demonstrates the fundamental changes to the very idea of work and employment that are now taking place. By 2020, 40% of American workers will be contracted

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Clickthrough for procurement teams: Less negotiation, one place where all contracts live

By Gizelle Fletcher on Jan 9, 2019 9:58:03 AM

A major responsibility for procurement teams is contract management: ensuring a company gets what it needs and that vendors meet contractual obligations. Procurement understands the market’s and customers’ needs and is able to obtain goods and services to serve them.

Topics: Clickwraps
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Are clickthrough agreements legally enforceable?

By Gizelle Fletcher on Jan 7, 2019 10:01:00 AM

A clickthrough is one of the quickest ways to collect user consent to your online legal agreements. By presenting these agreements as a box or button users check or click in order to agree, businesses make the sign up process smoother while keeping this data secure. But people often wonder whether or not clickthrough agreements are legally enforceable. Does checking that box or clicking that button count as a real contract? Can it hold up in a court of law?

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A clickthrough is your online marketplace's best shot at success in the on-demand economy

By Gizelle Fletcher on Jan 3, 2019 10:01:00 AM

The consumer-driven, on-demand economy has zero tolerance for unwieldy, time-consuming processes. Meals, rides, and outfits can be delivered within the hour, or at the very least, within 2 days.

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PactSafe CPO Eric Prugh: 5 Predictions for Online Marketplaces in 2020

By Michael E. Rubin on Dec 31, 2018 1:01:00 PM

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Build digital, automated HR document flows with clickwrap agreements

By Gizelle Fletcher on Dec 26, 2018 9:56:36 AM

In most businesses, HR manages payroll, onboarding, benefits, education, filing grievances, and recruits new talent. It is HR’s responsibility to ensure that employees understand the organization’s policies and code of conduct and have access to employee handbooks that spell them out in detail. Too much of this process, however, is still conducted manually because "that's how it's always been done." Is there room for HR to drive digital change? YES! In this post, we'll show you how.

Topics: Clickwraps
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Online marketplaces: With increased convenience comes increased risk

By Michael E. Rubin on Dec 20, 2018 10:01:00 AM

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After the terms of service: How clickthrough can transform your enterprise business

By Greer Williams on Dec 17, 2018 10:01:00 AM

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Data Breach! 3 Ways PactSafe Helps Companies Mitigate the Damage.

By Kyle Robbins on Dec 11, 2018 10:00:00 AM

Data breaches are in the news again. Hotel operator Marriott International announced on November 30 that personal data from 327 million guests of its Starwood Hotels and Resorts subsidiary had been compromised, including passport details, phone numbers, email addresses, and financial payment info.

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Analysis: Starwood Clickthrough Agreements are a Sign of Bigger Underlying Problems

By Brian Powers on Dec 10, 2018 11:00:00 AM

Another big data breach has made the news, this time from Starwood Hotels and Resorts Worldwide (a subsidiary of Marriott International) in what might be the largest data breach in history. The legal and reputation fallout is likely to be massive. As a clearer picture of the damage emerges, Starwood's various online privacy statements and clickthrough terms and conditions will incisively scrutinized — as it will be here. Did Starwood follow clickthrough best practices, or did they render their terms meaningless?

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Clickthrough: A Digital Transformation "Must Have"

By Greer Williams on Dec 10, 2018 10:00:00 AM

Transitioning legacy business models to subscription, cloud-based models is a sharp move and sensible strategy., However, it requires greater legal attention than it is generally given. From both a business and a legal perspective, it is important to manage, track, and disclose who has agreed to what and when, and what customers have agreed to over time. An efficient way to deliver these contracts to users is through a clickthrough agreement.

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What your digital transformation strategy is (likely) missing

By Greer Williams on Dec 3, 2018 11:54:20 AM

In this era of digital transformation, businesses are incorporating modern technologies to simplify their processes and improve customer experience.

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Grab aims to set a new global benchmark for privacy and consent

By Kyle Robbins on Oct 19, 2018 1:44:58 PM

Grab, Southeast Asia’s #1 ride-hailing app, is making headlines for its forward-thinking use of technology. Not only is the transportation app setting new benchmarks by prioritizing consumer and driver safety, but the business continually improves its customer and employee experiences through new partnerships and integrations. These initiatives have put Grab at the top of the transportation food-chain.

Topics: Workflow
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PactSafe CPO Eric Prugh: How integrations positively affect your sales cycle

By Greer Williams on Oct 1, 2018 1:25:48 PM

At Dreamforce 2018, PactSafe CPO Eric Prugh sat with leaders from SaaS companies Sigstr, AskNicely, and DoubleDutch on CloudElements’ #PoweredByIntegration panel to discuss the importance and benefits of integrated products and prioritizing integrations with your product roadmap. This topic was particularly relevant, as here at PactSafe we just announced our exciting new product Chat-to-Sign. Integrating with SaaS tools Slack and Intercom, Chat-to-Sign allows users to create, send, and accept contracts directly through the tools they already exist in daily.

Topics: Sales
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PactSafe Launches Chat-to-Sign, Converting Live Conversations Into Legally Binding Contracts

By Greer Williams on Sep 19, 2018 8:05:48 AM

First, a personal note from our founder and CEO, Brian Powers:

So as not to bury the lede: today I am excited to announce Chat-to-Sign by PactSafe, integrations with Slack and Intercom to help businesses convert conversations into legally binding contracts. PactSafe will have an app on both app stores to enable the integration.
When we first started PactSafe, we saw an opportunity to help legal teams embrace the ever changing, evolving landscape of technology. As we have learned from our customers over the years, almost every business has some focus on how to better use technology to reduce friction—whether it's internally or externally. Internally, it's called "operations". Externally, it's called the "experience". Either way, they're both incredibly important. Delivering experiences that are seamless, easy, and frictionless to both internal and external stakeholders are what will help your top line and bottom line.
It's why we've invested so much in our API, integrations, and an extensible platform that can empower you to build the experience you need.
Thank you for all your support now and in the future! Check out chat-to-sign and ask us what it could mean in terms of time savings for your business.

INDIANAPOLIS - September 19, 2018 - PactSafe, the workflow platform for contract acceptance, today announces the launch of Chat-to-Sign, a new product of its platform that integrates with collaboration hub Slack and customer messaging platform Intercom to allow signers to accept contracts inside of chat conversations.

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Connect with PactSafe at Dreamforce 2018

By Greer Williams on Sep 18, 2018 1:06:49 PM

Check for updates on our Dreamforce page!

Topics: Salesforce
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Your call center best practices are missing one major thing: mobile-friendly contracts

By Brian Powers on Sep 7, 2018 10:00:03 AM

There are several resources with best practices for call centers, filled with advice and tips on how to improve customer engagement over the phone, including customer support and sales. There’s a major factor most of these resources are missing when building benchmarks for successful call centers: how to make your contracts more mobile-friendly.

Topics: Workflow
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GDPR: 5 Examples of well-presented privacy policies

By Greer Williams on Aug 30, 2018 2:01:00 PM

It’s been three months since the General Data Protection Regulation (GDPR) went into effect, and some businesses are still working to get their compliance plans in place. While there’s a lot of GDPR-fatigue (Forbes’ breaks down several unexpected consequences of GDPR, like roadblocks for blockchain data storage, poor customer service, photography under GDPR compliance, and more), businesses still have to make the new adjustments associates with the regulation.

Topics: Regulations
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How California’s new Consumer Privacy Act might affect digital advertising

By Greer Williams on Aug 16, 2018 8:48:25 AM

This past May, the General Data Protection Regulation (GDPR) went into effect. This regulation requires businesses to obtain affirmative consent from a data subject to use their personal data. It also requires a business to provide a user the ability to revoke consent, and this action must be tracked and logged and easily presented.

Topics: Regulations
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PactSafe Secures $5.5M Series A to Scale High-Velocity Contracting Solution

By Greer Williams on Jul 11, 2018 9:08:36 AM

INDIANAPOLIS – July 11, 2018 – PactSafe, a cloud-based contracting platform, today announces completion of a $5.5 million Series A funding round. The round was co-led by Mercury Fund and Signal Peak Ventures, along with repeat investors Elevate Ventures and Vulpes Testudo.

Topics: Pactsafe
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GDPR: Double opt-in plus GDPR Consent Management for effective and compliant email marketing

By Greer Williams on Jun 28, 2018 2:42:03 PM

By now, marketers should know that the General Data Protection Regulation (GDPR) went into effect on May 25, 2018. A common belief is that double opt-in methods for email marketing solves the regulation’s requirement for gaining consent to collect and/or process a person's (or, data subject’s) data—but it doesn’t. Why? Let’s break it down.

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This is what your e-signature API should be providing

By Greer Williams on Jun 20, 2018 12:31:43 PM

E-signatures have been an important part of many businesses' digital transformation. They’ve reduced paper waste and time spent printing and scanning contracts by replacing ink on paper with digital ink on PDFs. E-signatures should be easy; however, e-signatures on PDFs are just a stepping stone to a truly digital contract workflow transformation.

Topics: eSignature
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Workflow is the secret to GDPR consent management compliance, not double opt-in

By Greer Williams on Jun 14, 2018 9:00:00 AM

The General Data Protection Regulation (GDPR) has been enforceable for several weeks now. Leading up to its May 25 deadline, many marketers were (and still are) evaluating their consent capture and tracking methods, ensuring it was up to par with this new regulation. Where many fall short of compliance is by relying on double opt-in methods. Let us first state this: The information a double opt-in collects on its own is not enough to prove consent. When a user opts-in to your company’s newsletter by filling out a form, the link to complete the sign-up in the confirmation email does not provide the information needed to prove consent under the GDPR.

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Infographic: GDPR Consent Management Survival Guide

By Greer Williams on May 22, 2018 12:03:36 PM

Not quite ready for the General Data Protection Regulation? You're certainly not alone! Thorough preparation for all aspects of the GDPR is the only way to truly ensure readiness. In the meantime, we’ve put together this GDPR Consent Management Survival Guide Infographic to help you get through May 25 and beyond.

Topics: Regulations
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Using the GDPR Legitimate Interest Exception in an Illegitimate Way

By Shayla Pulliam on May 16, 2018 1:25:29 PM

The GDPR provides a “legitimate interest” exception to the use personal data. This exception allows companies to use personal data without obtaining consent from the data subject. Although this exception has gained traction lately, the idea of an organizations’ legitimate interest is processing personal data is not a new one. The exception first appeared in Article 7 of the Directive 95/46/EC, which the GDPR replaced. The exception is cited in Article 6 (f) which states:

Topics: Regulations
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Using legitimate interest for marketing under the GDPR is more difficult than you might think

By Shayla Pulliam on May 14, 2018 2:49:29 PM

The GDPR and the fact that it gives data subjects the right to be forgotten has become a hurdle for marketers. To make things a little more interesting, it is not an absolute right and there are circumstances where a request to be forgotten can be denied—it’s called legitimate interest.

Topics: Regulations
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Adore Me: Scaling 2x Growth With Click-Through

By Greer Williams on May 3, 2018 2:37:23 PM

Adore Me is a fast-paced women’s intimates startup, growing at a rapid rate that’s setting the benchmark for its industry. Adore Me has experienced exponential year-over-year growth since its inception, with revenues skyrocketing from $1M in 2012 to $84M in 2016. The company's customer base has grown to consist of over 11M women, predominantly urban millennials, and 80% of its traffic comes from mobile.

Topics: Clickwraps
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No, that's not what the GDPR is: Privacy law comparisons

By Shayla Pulliam on Apr 30, 2018 12:46:06 PM

As the GDPR transforms from a distant vision to a fast approaching reality it is easy to get swamped in preparation and neglect some of the details of the GDPR. There is so much that the GDPR is that we find it necessary to point out what it is not.

Topics: Regulations
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GDPR Webinar Recap (VIDEO): Building a Compliance Process With One Month to Go

By Greer Williams on Apr 19, 2018 11:33:56 AM

We’re one month away from the GDPR (technically 5 weeks and 1 day), and businesses are are wrangling their teams together to get processes and compliance in place. In our latest webinar hosted by Kyle Robbins, JD, Legal Solutions & Privacy at PactSafe, we discuss what we know about May 25’s GDPR, as well as:

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Infographic: High-Velocity Contracts for Consumer-driven Economy

By Greer Williams on Apr 16, 2018 2:37:49 PM

According to a 2016 IACCM study, 83% of employees dislike their internal contracting process---what would your employees say about yours? Our latest infographic covers to need for contract workflows to adapt for the consumer-driven economy of today.

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Webinar Announcement: Building GDPR Consent Management Processes

By Greer Williams on Apr 4, 2018 2:10:07 PM

In addition to requiring businesses to clearly state to data subjects how their personal data will be used, article 7 of The General Data Protection Regulation will require them to gain consent to process their data, and provide an easy way for data subjects update their preferences or revoke consent entirely. Illegally processing personal data can come with heavy fines - upwards of €20 million or 4% of your company's annual global turnover.

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Webinar Recap: How the GDPR Will Affect Marketing

By Greer Williams on Mar 27, 2018 1:16:37 PM

PactSafe COO Eric Prugh and G2 Crowd CMO Ryan Bonnici hosted a webinar on the impact the General Data Protection Regulation (GDPR) will have on marketing. On May 25, 2018, the GDPR will become enforceable. It will require businesses to clearly state to users how their information will be used, gain consent to use their data, as well as provide easy access for users to update how their information is being used—or revoke consent entirely.

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No, Email Marketing Won't Die Under The GDPR, But Here's How it Will Change

By Greer Williams on Mar 22, 2018 2:16:01 PM

In our GDPR series, we’ve broken down how May’s GDPR will affect marketers, identifying how the use of chatbots will change, as well as why double opt-in isn’t the end-all-be-all for compliance. When the GDPR comes into effect on May 25, 2018, marketers will need to be prepared to prove consent for capturing and using user data across all of their marketing channels. Not only that, but businesses will be required to provide the option for users to revoke consent (and track it, too.)

Topics: Regulations
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The GDPR and Email Marketing: Don’t Rely on Double Opt-In to Track Consent

By Greer Williams on Mar 14, 2018 1:38:46 PM

Single vs double opt-in for email marketing has been a hot topic for a while. Generally speaking, for list growth and user experience single opt-in is the way to go, but for deliverability and engagement, some data suggests double opt-in is best (It could also be argued that consistent list scrubbing could mitigate the issue.) Regardless, this blog isn’t about the intricacies and preferences of email marketers around the world—it’s about compliance with the General Data Protection Regulation (GDPR).

Topics: Regulations
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Webinar: How Will the GDPR Affect Marketing?

By Greer Williams on Mar 13, 2018 10:59:43 AM

We've been gearing up for the GDPR for a while and recently launched PactSafe Consent Management to help those looking to become compliant. However, many marketers currently feel overwhelmed about where to start or aren't prioritizing GDPR compliance. In fact, according to Campaigner’s 2017 email report card reports that 87% of (email) marketers do not know how the EU’s GDPR will affect their business. 

We're looking to change that. Join us Monday, March 26 at 3pm EST featuring PactSafe COO Eric Prugh and special guest G2 Crowd CMO Ryan Bonnici!

Topics: Regulations
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Click-through agreements for GDPR compliant scalable consent management workflows

By Shayla Pulliam on Mar 12, 2018 9:13:21 AM

Consent is a crucial part of complying with the GDPR. Don’t press your luck by not addressing it. In fact, the GDPR will change not only the way companies obtain consent, but also the way they manage it.

Topics: Regulations
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New Product: Consent Management Designed With GDPR Compliance in Mind

By Brian Powers on Mar 7, 2018 10:37:36 AM

We're excited to announce that we've launched a consent management solution for end-to-end tracking and management of opt-ins and opt-outs of data privacy statements and policies; a critical step towards compliance under the European Union’s General Data Protection Regulation (GDPR).

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GDPR for marketers: How it will affect chatbots

By Greer Williams on Feb 27, 2018 1:01:08 PM

Over the last year, you’ve probably become aware of the impending enforcement of the General Data Protection Regulation (GDPR) set for May 25, 2018. The abridged version is something like this, in April of 2016 the European Union adopted the GDPR with the intent to empower individuals to take control of the use of their personal data and gave businesses two years to figure it out.

Topics: Regulations
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Why GDPR-Mandated Privacy Consent is so Important in the World of Data Commoditization

By Shayla Pulliam on Feb 26, 2018 5:45:51 PM

Listen, we get it. With only a few months left until it’s enforceable you're probably currently drowning in GDPR prep work. If this is your first foray into data privacy, you might also be struggling with wondering why any of it really matters. Why is the General Data Protection Regulation such a big deal? And why is it so burdensome, exhaustive, and at times, vague?

Topics: Regulations
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Webinar Recap: Solving The Data Processing Agreement Problem For Legal Teams

By Kyle Robbins on Feb 21, 2018 5:00:55 PM

The GDPR's weighing on much more than data mapping and consent tracking for organizations. For many enterprises and organizations of smaller sizes, Data Processing Agreements become a massive hurdle to achieving full GDPR compliance. We've found that the unique nature of the GDPR-mandated agreements and the volume and velocity at which they must be executed presents a painful, top-of-mind problem for most in-house legal teams. The problem isn't adequately solved by traditional solutions.

Topics: Regulations
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Why the World’s Most Successful B2Bs Prioritize Flexible APIs

By Eric Prugh on Feb 20, 2018 2:43:40 PM

In PactSafe’s Thinking Like a Tech company series, I’ve walked through the evolution of prospecting and retaining consumers of today, outlining the necessity of strategic purchasing and onboarding experiences. In this final part of the series, I’m going to outline where to start with the logistics of getting these strategies off the ground. Start with your product team, and build APIs (B2B) customers can connect to directly.

Topics: Tech Industry
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How Your Marketing Team Will be Affected by GDPR in May

By Kyle Robbins on Feb 16, 2018 11:16:04 AM

This is a part of our ongoing GDPR series. This specific article focuses on how GDPR will affect marketers when it goes into affect in May 2018.

Topics: Regulations
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Why It’s Crucial to Have a Contract Hub to Manage Your Customer Relationships

By Eric Prugh on Feb 13, 2018 1:38:22 PM

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Webinar: Solving the GDPR data processing agreement problem

By Kyle Robbins on Feb 12, 2018 11:47:01 AM

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Preparing for the GDPR: You Need to be Compliant by WHEN?!

By Shayla Pulliam on Feb 9, 2018 10:23:07 AM

The European Union adopted the General Data Protection Regulation (GDPR) in April 2016 and allowed a two year period for companies to become complaint with the new, more stringent rule and regulations. May 25, 2018 is the big date to remember–it’s the day the GDPR becomes enforceable. There is no grace period after this date. In fact, there’s a big countdown clock on the GDPR website, and as of the publishing of this blog, there are just over 100 days left to become compliant.

Topics: Regulations
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How a streamlined customer onboarding process is crucial to B2B success in 2018

By Eric Prugh on Feb 6, 2018 10:54:17 AM

This is the fourth feature in our 6-part series from our COO, "Thinking Like a Tech Company in 2018". This series highlights the shifts in consumer behavior and its impact on how we do business today. 

Topics: Tech Industry
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Where is Privacy Consent Required Under the GDPR?

By Shayla Pulliam on Jan 31, 2018 4:37:37 PM

Welcome to part three of our GDPR Basics blog series. We previously covered who must comply with the GDPR, and what you need to know about acquiring and tracking consent, and now we’re diving into the “where.” Oh where, oh where have the simpler times gone! The days where the internet was a party trick and privacy was something you gained when you’d close your blinds. While I can’t answer those questions I can answer a few other “where” related questions.

Topics: Regulations
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How to Identify Areas of Opportunity in B2B Sales to Appease the Consumer

By Eric Prugh on Jan 22, 2018 9:22:23 AM

This is the second feature in a our 6-part series from our COO, "Thinking Like a Tech Company in 2018". This series highlights the shifts in consumer behavior and its impact on how we do business today.

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Companies of the future series: How analytic tool Hudl adapts to consumer behavior

By Kyle Robbins on Jan 18, 2018 9:14:05 AM

Successful businesses of today are building their products and services around the consumer. Consumer behavior has dictated R&D of several affluent companies of today, driving a rapid rate of innovation. We use these forward-thinking companies to influence innovation in our own company culture at PactSafe, and through our Companies of the Future series we highlight businesses leveraging and producing technology in new and exciting ways.

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Thinking Like a Tech Company Part 1: Take the Amazon Approach

By Eric Prugh on Jan 16, 2018 9:35:21 AM

Be easy to do business with. It all starts with the customer. It’s obvious, but it works.

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Best practices for clickwrap unilateral contracts

By Shayla Pulliam on Jan 11, 2018 3:40:42 PM

What is a unilateral contract?

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2018 Tech Trends: Industries That Are Using Data to Drive Success

By Kyle Robbins on Jan 10, 2018 10:31:22 AM

A recent article from Inc. shared 2018 tech trends from midwest companies, and one specifically struck a chord with us: “embrace[ing] the power of data.” It’s predicted that more non-tech companies and industries will be leveraging existing data in ways they haven’t before, and they’ll be using forward-thinking analytic tools to do so.

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GDPR: What you need to know about acquiring and tracking consent

By Shayla Pulliam on Dec 28, 2017 12:30:29 PM

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4 SaaS Trends to Watch in 2018

By Caitie Parten on Dec 19, 2017 3:58:27 PM

Last year we anticipated the SaaS trends of 2017. While we saw some of our predictions play out more than others, we had fun doing it and have already cleaned off our crystal ball to help us predict the top SaaS trends of 2018. We think these trends will shape SaaS as we know it in 2018. Keep a watchful eye on them throughout the new year!

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Research-Backed Tips for Aligning Legal and Sales in 2018

By Kyle Robbins on Dec 12, 2017 11:53:26 AM

Streamlining workflows to close deals faster is a perennial business endeavor. Fortunately, the methods to accomplish this goal are continuously improving. More and more technology tools are being developed to meet the need of the consumer—for both B2C and B2B companies. Because a successful sales cycle has evolved around customer behavior, businesses now need to adapt their internal processes to a) meet customer demand, b) scale, and c) hit growth targets. Slowing down a sales process and deal closings because of a bogged-down internal process is completely avoidable going into 2018.

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GDPR: Who it affects, who must comply, and what you need to know for May 2018

By Shayla Pulliam on Dec 5, 2017 11:49:24 AM


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Artificial Lawyer Feature: PactSafe Explores ‘Smile to Sign’, Pioneers Digital Signatures

By Greer Williams on Dec 2, 2017 12:38:39 PM

US legal digital signature pioneer, PactSafe, is developing novel ways of signing legal documents including a ‘smile to sign’ application that uses facial recognition. The Indianapolis company, founded in 2013, is also exploring how it can use voice activated signatures via virtual personal assistants such as Alexa.

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Cyber Monday: How to Safely Update Your eCommerce Terms of Service

By Shayla Pulliam on Nov 27, 2017 3:37:23 PM

What’s a safe way to ensure that clickwrap agreements are valid and enforceable? Learn from companies like Safeway. In 2011, Safeway quietly updated its terms and services to reflect the difference between its delivery and in-store prices. The problem? When a company updates its terms of service, it's making a new offer to its users, which requires acceptance.

Topics: e-Commerce
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5 Tips For Improving Your Contracts in 2018

By Kyle Robbins on Nov 22, 2017 8:00:00 AM

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Make eSignatures Feel like a Handshake Instead of a Job Application

By Caitie Parten on Nov 21, 2017 9:00:00 AM

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PactSafe Announces Salesforce Integration on AppExchange

By Caitie Parten on Nov 16, 2017 8:00:00 AM

Today we are excited to announce the launch of our Salesforce integration on the CRM platform’s AppExchange. The PactSafe platform's unrivaled modern signing methods are built to expedite the process of getting contracts signed. Customers like ForeScout use PactSafe and its Salesforce integration to save their sales team time, keep operations teams happy with better data hygiene, and improve the user experience for signers with its one-of-a-kind “click-to-sign” and “text-to-sign” signing methods.

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PactSafe Release: What's new in the platform?

By Eric Prugh on Nov 15, 2017 11:04:54 AM

Contract cloning? Check. Viewing signers and activity by group? Check. Comments? Check. Gangs all here for release day! And per usual, our team has been working hard to bring you new and exciting features inside the app. Here's the scoop on each new feature:

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PactSafe + Zapier Integration

By Caitie Parten on Nov 8, 2017 4:43:23 PM

Topics: Pactsafe
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PactSafe Dashboard: New look, who dis?

By Eric Prugh on Nov 2, 2017 2:43:58 PM

It's an exciting time at PactSafe! We've been adding new features, integrations and more to the platform. Today, I'm thrilled to announce a refresh of our user interface.

Topics: Pactsafe
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Webinar Recap: What To Learn From Equifax's Mistakes

By Caitie Parten on Oct 26, 2017 9:54:58 AM

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Passwords are a Pain. Try Single Sign On.

By Greer Williams on Oct 10, 2017 2:10:00 PM

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Webinar Recap: eCommerce Contracts

By Greer Williams on Oct 5, 2017 3:40:46 PM

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4 Tips for increasing revenue with contracts

By Greer Williams on Sep 12, 2017 8:58:00 AM

You’ve identified a customer’s needs and address them with your solution. You sent all your best marketing materials, given your best spiel, and emailed your contact the contract. The sale should close soon. Just a short wait now. So you wait… and you wait… and you follow up only to be told to wait some more. It’s a situation you probably encounter before. Your sales are caught in limbo. How can you prevent this from happening and start closing deals faster?

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3 Tips for Improving the UX of SaaS Contracts

By Greer Williams on Aug 24, 2017 10:34:01 AM

SaaS companies rely on contracts for recurring revenue. They’re one of the first and most important interactions you’ll have with a customer. They're also a great opportunity to show what they can expect from you in the future. Make it count.

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Terms and Conditions TL;DR Maybe You Should.

By Greer Williams on Aug 16, 2017 8:40:00 AM

How many times have you clicked, “I’ve read and agree to the terms and conditions,” without actually reading them? If you’re like most people it’s probably easier to ask if you’ve ever read them. Free wi-fi at the airport? Sure, “I agree.” Now let me check Snapchat without using my precious data.

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PactSafe: The Ultimate Xtern Experience

By Kyle Peeler on Aug 14, 2017 8:32:00 AM

I was selected by PactSafe to be part of the ultimate tech internship experience through Techpoint’s Xtern program this summer. I learned how to work on an agile team, build my own SDK for our API and more! 

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My Time as a PactSafe Xtern

By Justin Willoughby on Aug 9, 2017 8:30:00 AM

This blog has been more difficult to write than any paper I’ve been assigned at Rose-Hulman. In part, because I’m trying to sum up a few months of experiences in just a few paragraphs - but also because this post marks the end of my internship here at PactSafe. I hope this blog post does my time at this wonderful company justice. Well, here it goes…

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Why Click-Through Contract Tracking Should Matter to Every Subscription eCommerce Organization

By Kyle Robbins on Aug 7, 2017 2:31:51 PM

Risk versus efficiency.

It's the tension mounted between the legal team and the rest of the organization since the beginning of time -- and it'll exist long into the future. Or perhaps, it won't.

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Top 5 Benefits of Clickwraps for SaaS Businesses

By Emma MacAnally on Aug 3, 2017 7:10:00 AM

Self-service signup is in integral part of user growth

The majority of Software as a Service (SaaS) apps rely on self-service signup where users can either access the platform first through a free trial or be invited to the platform by a colleague asking them to join an existing account.  Essentially, this exchange allows the business operating the SaaS application to generate a license for the user, which in turn grants them access to the application. 

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A Class Action Waiting to Happen: Avalure ReNew Eye Cream's Sneaky Terms of Service

By Caitie Parten on Jul 31, 2017 11:00:00 AM

This article was originally published on Medium.

We’ve all seen ads like these or similar all over the web —a limited time free offer for some miracle product — in this case, it's Avalure's ReNew Eye Serum/magical wrinkle remover cream:

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4 Ways to Take Control of Your Contract Lifecycle Process

By Caitie Parten on Jul 27, 2017 8:00:00 AM

Slow, faulty, or an entire lack thereof—a Contract Management process can be a huge road block within numerous company sales cycles. Traditional contract management processes like manual paper pushing, review, approvals, and more can really slow down your business. An online process can cut out a lot of unnecessary steps within your contract lifecycle. By going digital, you can transform how your organization manages risk, and ultimately shorten your sales cycle and reduce spending. We're not just talking about putting files in Dropbox, or moving things from desks to email... 

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Get the Most Out of Your eSignature Strategy

By Caitie Parten on Jul 25, 2017 8:00:00 AM

Implementing an eSignature strategy is one thing, but taking full advantage of that strategy is another. When using an electronic signature as part of your contract process, you’re already taking a huge step towards a more streamlined, accelerated form of business. But there are a few more things you need to be sure you’re doing to really capitalize off this technology.

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PactSafe Take 5: DK New Media CEO Shares How Consumer Behavior Has Changed

By Caitie Parten on Jul 19, 2017 10:10:52 AM

We are thrilled to announce our new blog series, PactSafe Take 5, where we dive into how different industries and professionals are adapting to new technologies and using them to improve how they do business with customers. The best part? These valuable features will take little more than 5 minutes out of your day.

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New Rule Restricting Use of Arbitration Provisions Follows Trend Towards Transparency and Fairness

By Brian Powers on Jul 17, 2017 1:27:34 PM

Recently the Consumer Financial Protection Bureau issued a new rule restricting the use of arbitration clauses in contracts for all sorts of financial products such as credit cards, payday loans, auto loans and more. Why are arbitration clauses so important? They are typically used to prevent aggreived consumers from banding together in class action lawsuits by requiring them to deal with financial institutions 1:1 in form of an arbitrator.  

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How the Click-to-Sign eSignature Works

By Caitie Parten on Jul 13, 2017 10:28:00 AM

You may have questions about the legitimacy of the click-to-sign eSignature, and rightfully so. How can clicking a button be as legally enforceable as signing your name? Doesn’t an electronic signature need to look like an ink signature?   

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How to: Gain Customer Acceptance with Click-Through Agreements

By Caitie Parten on Jul 11, 2017 8:00:11 AM

Basically every commercial website you stumble upon these days will present you with some form of click-through agreement upon registration. Whether this be creating a new social media account or signing up for a daily newsletter from your favorite website, chances are you will probably have to click some sort of “I Accept” button before continuing on. Clicking that button is just as legally enforceable as putting pen to paper, but it’s a LOT more efficient. Here’s how:

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5 Signs You Need a Legal API

By Emma MacAnally on Jul 5, 2017 11:00:00 AM

No matter how awesome your product or service is, you’re going to run into trouble if you aren’t checking your online legal terms. Luckily, this isn’t as difficult as it sounds. You’re probably familiar with those clickable terms of service boxes you are presented with when you first become a user. These clickwrap agreements use a button labeled “I agree” instead of a traditional ink and paper signature, but they are still just as legally enforceable.

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Privacy Policies: Pitfalls & Best Practices Webinar Recap

By Caitie Parten on Jun 28, 2017 1:59:59 PM

Data privacy is becoming top of mind for every business, especially as the applicable regulatory landscape continues to evolve. As businesses focus compliance efforts on their actual data privacy practices, implementing sound management and tracking processes around privacy policies is often ignored. In the webinar, we will cover some of the common privacy policy pitfalls as well as some best practices to avoid those pitfalls. Recently, PactSafe CEO Brian Powers sat down and presented the common pitfalls, penalties and best practices that companies should look out for (and implement) when it comes to privacy policy management. 

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How to Streamline Your Contract Process and Win More Clients

By Caitie Parten on Jun 27, 2017 12:38:00 PM

Think about the last time you were presented with a terms of service form, or any other type of online legal agreement. Now answer this question: did you actually read through the whole thing? We're guessing you didn't, and you're not alone. NPR recently conducted a study to look more in depth at typical human behavior when it comes to lengthy legal documents, and found that those who don't read through the full policies aren't the exception, they are the rule. 

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Contract Execution Faux Pax: The Horror Stories You’re Repeating

By Emma MacAnally on Jun 21, 2017 7:00:00 AM

Gone are the days of mailing and remailing contracts, and we could not be more thrilled. Written contracts can often be time-consuming and complex, and honestly just a big pain. Luckily, eSignatures have come to save the day! Contracts don’t necessarily need the typical ink-to-paper form of signing anymore, yet some companies have not taken advantage of all that eSignatures and clickwraps have to offer. In this blog we will outline some contract-signing practices that have yet to completely fall to the wayside (but hopefully will soon).

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5 SaaS landing pages we love

By Caitie Parten on Jun 16, 2017 9:00:00 AM

There’s a big difference between a good landing page and a great landing page, and you know it when you see it. No matter what a company is selling or what type of consumer they are targeting, a great landing page can make all of the difference. The most effective landing pages will be the ones that are designed to convert or warm up potential customers before sending them through into the next stage of the buying journey.

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PactSafe + Twilio: The TXT to Sign Revolution

By Michael Welling on May 30, 2017 10:00:00 AM

Rarely do I get excited about building out a new integration. It’s not that I’m not up to the challenge, (because let’s be honest what self-respecting developer doesn’t get amped at building out a new feature!?), but the idea of having to dig through outdated documentation for an overly complex API that then requires three methods of authentication just to get in, well that just doesn’t sound like a fun afternoon.

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CLOC Might Just be the Legal Profession's Best Hope for Change

By Brian Powers on May 19, 2017 10:15:00 AM

I've attended quite a few legal tech/operations related conferences and trade shows over the past 10 years - both as a practicing attorney and as the CEO of PactSafe. Most of the them have a heavily vendor-driven agenda geared toward law firms. I'm often left with very little hope that the legal profession is on the right track to evolve and embrace efficiency and technology. Last week, though, I had the privilege to attend the 2017 CLOC (Corporate Legal Operations Consortium) Institute in Las Vegas, and I left with a much different outlook.

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Webinar Recap: Three Ways to Reimagine Contracts in the Right-Now Economy

By Caitie Parten on May 18, 2017 8:00:00 AM

Yesterday our Co-Founder & COO Eric Prugh hosted a webinar breaking down three ways PactSafe is reimagining contracts in the "right-now" economy. During the webinar, he shared three examples of how current PactSafe customers use the contract execution platform. (Spoiler alert: it's revolutionary)

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PactSafe New Feature Spotlight: Approvals

By Eric Prugh on May 16, 2017 8:00:00 AM

We're thrilled to announce that we've built Approvals into the Contract Execution Platform. Now, when sending Requests, users can designate an order of internal folks at their company who need to approve it before it goes out to prospects, employees, or partners. Users can setup approvers really easily:

Then, when users who require approval are sending contracts, they can submit for approval based upon a designated Approval Order:

Think this is a sweet workflow that might fit your business? Let's chat.

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How Our Customers Shaped our Evolution from a Clickwrap API to THE Contract Execution Platform

By Brian Powers on May 11, 2017 9:00:00 AM

It's a pretty exciting week for our team at PactSafe as we officially launch some significant, and game changing, upgrades to our platform. Tech companies are always evolving, adding new features, and more, however the story behind this particular evolution in our platform and our business is one we feel needs to be shared. 

Topics: Pactsafe
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PactSafe Unveils the Contract Execution Platform

By Caitie Parten on May 9, 2017 12:50:43 PM

Today, PactSafe unveils its Contract Execution Platform, the only platform of its kind that ensures confidence in the end-to-end contract experience. PactSafe’s all-encompassing solution empowers any business to reimagine the contract execution experience, while automating the management and centralization of all contract and transaction data.

Topics: Pactsafe
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Silicon Valley 'Terms of Service' Recap

By Emma MacAnally on May 3, 2017 2:52:39 PM

If you're anything like us here at PactSafe, you are obsessed with Mike Judge and Alec Berg’s comedy about the American tech industry: Silicon Valley. The show, which just started it's fourth season last month, centers around a group of young entrepreneurs trying to make it big despite the hijinks they regularly find themselves in. Silicon Valley successfully satirizes the tech goliaths and the startup world, in a hilarious and completely relatable way.

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The Fastest Contract Execution Possible... now from Salesforce!

By Eric Prugh on Apr 27, 2017 1:19:05 PM

We're just now exploring the integrations that are possible with the Contract Execution Platform, and the only problem is that there are so many places to start. We serve legal teams, sales teams, and development teams, so the possibilities are endless as far as productized integrations. Naturally, we turned to our customers and looked at what they wanted to achieve. What resulted was a native integration to Salesforce that allows sales folks to connect your Opportunities to the PactSafe Contract Execution Platform to send contracts for acceptance or esignature.

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Accept Contracts via SMS with PactSafe

By Eric Prugh on Apr 25, 2017 2:32:54 PM

We’ve pioneered how contract execution is presented and tracked inside web and mobile apps, and we’re coming 'atcha today to help you find the best features to streamline your own workflows to follow suit. PactSafe's contract execution platform helps eliminate friction by engaging customers how and where they want. One feature completely unique to PactSafe that guides this strategy is SMS contract execution.

Read on about the SMS feature or dive deeper into Innovative eSignature alternatives for Developers on ProgrammableWeb.  

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Easily Execute Click Through Agreements

By Amber Ferrari on Apr 18, 2017 8:16:00 AM

Getting customers to sign your contracts can be as easy as sending an email when tracking acceptance through submitting a mobile-friendly click through agreement.

Topics: Clickwraps
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Webinar Recap: Privacy Practices in the Age of the GDPR

By Caitie Parten on Apr 13, 2017 7:06:00 AM

The European Union’s new Global Data Protection Regulation will begin to take effect in 2018, and the legislation is dictating wholesale changes for companies when it comes to the handling of customer data & privacy practices. With heavy fines and increased enforcement budgets, the corporate penalties for mistakes are far more real and penal than past privacy initiatives dictated from jurisdictions outside the United States.

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Proof v. Definitive Proof

By Amber Ferrari on Apr 11, 2017 1:05:00 PM

The proof is in the pudding. And to establish the fact or truth of a statement, there needs to be proof. What denotes adequate proof? Proof typically comes in the form of evidence at the scene of a crime or a witness. Often times, it ends with "my word against yours."

Think about this: When an online customer is trying to cash in on a warranty or uphold the contents of their membership agreement, there aren't witnesses or any piece of tangible evidence to prove this. Therefore, how do we prove that their warranty isn't expired? Prove that their membership was paid in full? 

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Contracting Tips to Improve Your Top Line

By Amber Ferrari on Apr 6, 2017 8:00:00 AM

Whether by accepting a clickwrap agreement online or manually signing a piece of paper, contracts cross our paths every day. Salesforce and every other SaaS teams spend hours perfecting their sales cycles with the best practices for closing deals. These tips help us personalize the sale and serve our customers' needs, but what happens after that?

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New Feature Release: Unified contract flow, customize email notifications, and advanced formatting!

By Caitie Parten on Apr 4, 2017 8:05:00 AM

A new release is here and it's time to party! Check out the new features we've added to the platform. We're really excited to add features that will bring you confidence in your contract experience. 

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Click-through Agreements: an Enforceable Strategy to Avoid Online Disputes

By Marty Pochop on Mar 30, 2017 8:00:00 AM

Similar to using a clickwrap for signing contracts, clicking or tapping through an agreement in order to sign can also be used in the same way to gain customers acceptance to your website.

Topics: Clickwraps
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Start Tracking Privacy Consent in the Age of GDPR

By Amber Ferrari on Mar 28, 2017 8:00:00 AM

With the new general data protection regulation being passed and ratified by EU member nations, effective in 2018, it is time to start making organizational moves to comply with these changes NOW. 

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Ink-to-Paper Signatures Slowing Down Your Workflow? This Will Help.

By Marty Pochop on Mar 22, 2017 8:00:00 AM

Contracts don’t necessarily need the typical ink-to-paper form of signing anymore. This form of signing is definitely still used, but is being pushed aside by a faster, more efficient way of getting a contract signed and deals closed.

Topics: eSignature
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Simple Methods to Get Your SaaS in Gear for Improved Customer Onboarding

By Amber Ferrari on Mar 16, 2017 12:54:03 PM

SaaS onboarding is heavily embodied by the need for customers to understand the value a product will be bringing to their everyday workflow. This Forbes' customer onboarding piece by Sujan Patel says, "The best onboarding flows give users a taste of the value proposition first, then once the user sees the value, collect the critical user data necessary to grow a customer relationship." After all, that's the reason customers entrust a service provider to help ease a pain they have and to streamline some type of process for them.

These tips below are some of our favorite strategic methods for engaging customers from the very beginning of onboarding and into the entire customer lifecycle. 

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Eat Your Heart Out: SaaS Products We're Craving

By Amber Ferrari on Mar 14, 2017 8:00:00 AM

When you’re as hungry as we are here at PactSafe, (hungry to learn and hungry in a literal sense, i.e. our snack supply,) you find yourself staying up to speed with all the coolest SaaS trends and discoveries. Food tech is no exception. If the PactSafe team can find the good food faster, we really pay attention.

Check out these SaaS products we’re craving!

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Spring Cleaning: Declutter Your Life With These Tech Tools

By Emma MacAnally on Mar 9, 2017 8:00:00 AM

With the month of March upon us comes the opportunity to do a little spring cleaning, and start fresh. Luckily, there are hundreds of productivity apps and tools that can help you in your pursuit of a decluttered life. Here are some of our personal favorites.

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Think Outside the Tech Box: Creativity and STEM Collide

By Emma MacAnally on Mar 7, 2017 8:00:00 AM

A liberal arts college prides itself on producing a well-rounded student, someone who is curious and excited about learning outside of their comfort zone. As a product of liberal arts education, obviously I am partial to this approach to learning.

According to a number of tech companies, employees with liberal arts degrees are actually preferred. Fast Company noted that this is so because “the liberal arts train students to thrive in subjectivity and ambiguity, a necessary skill in the tech world where few things are black and white.”

Topics: Tech Industry
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How can Human Resources utilize clickwrap agreements?

By Amber Ferrari on Mar 7, 2017 6:00:00 AM

FinancialForce conducted a survey of HR professionals asking, “What are the major pain points you face today?” Out of the answers collected, the top two pain points were:

  • Completing manual processes and spreadsheets
  • Lack of systems integration

The solution to both of these pain points was technology adoption. New software with automation, recordkeeping and data analysis capabilities enables Human Resource Departments to streamline their workload and be much more organized.

Topics: Clickwraps
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Are you up to Speed with 2017 SaaS Trends? Double Check!

By Amber Ferrari on Mar 1, 2017 12:25:12 PM

As we enter the third month of 2017, new year trends are in full swing, and growing. How are you keeping up? Did you even make note of which trends are on the rise, or check out the 5 SaaS trends we put on our watchlist for 2017?

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How to Create a Signer-Friendly Contract Using the PactSafe Contract Editor

By Amber Ferrari on Feb 23, 2017 12:58:30 PM

After PactSafe becomes a part of your team’s daily routine, like any product, users become accustomed to the features. After creating, editing and signing your first contract in PactSafe, It becomes natural to reimagine contracts with our editor, PDF contract upload, sending contracts, and more. Contracts are amazingly simplified as they fly into your signers’ inboxes for easy agreement acceptance. This is important for your in-house counsel to understand as we've shifted almost completely to online signing. 

As administers of these contracts, here are some steps to ensure that the contents of your contracts are as user-friendly as possible:

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4 Ways to use PactSafe that you Haven't Thought About

By Marty Pochop on Feb 20, 2017 8:00:00 AM

We know that PactSafe is the first and only cloud-based legal system of record out there on the market. PactSafe can file and organize any company’s paperwork electronically and allows companies to electronically send contracts to customers and businesses alike. Our product enables signers to use a clickwrap to e-sign contracts, making business flow a lot quicker and easier.

Here are some awesome PactSafe features that you may not have thought about and can start using today.

Topics: Pactsafe
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7 Important Lessons for your SaaS Business: SaaStr Annual Review 2017

By Eric Prugh on Feb 16, 2017 10:57:44 AM

On February 7th through the 9th, Brian Powers and I attended SaaStr Annual 2017 in San Francisco. We went to sessions, met with tons of SaaS companies, and took in some important lessons from some of the hottest SaaS companies around. I’ve summarized some of my findings based on my experiences here at PactSafe and how they align to what we’re doing. I hope you take something away from them, too!

Topics: saas
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To Legal Tech, on Valentine's Day

By Emma MacAnally on Feb 14, 2017 7:55:00 AM

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Kill the Fax. College football Programs Went Digital on National Signing Day

By Kyle Robbins on Feb 13, 2017 8:02:00 AM

If you're anything of a college sports fan, you've seen the process tens of hundreds of times.

A prodigous high school football star, flanked by parents and coaches at a long table -- in front of flashing cameras & media members ready to cast a teen's decision to the world. The array of hats arranged in front of him, praise or hate set to follow from whichever he picks.

Then, it's time for the pen & paper.

This is National Signing Day in college football. 

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Legal Implications of Cloud Technology That Your Company is Forgetting

By Amber Ferrari on Feb 8, 2017 8:00:00 AM

Nowadays, everything is all about the cloud. Since “the cloud” is a very broad and vague term, it’s easy to feel intimidated, and maybe even suspicious of where your important information is being stored. I mean, what is the cloud, exactly? This feeling is not unwarranted, as legal risks and considerations presented by the cloud can easily be overlooked by those not familiar with them. However, the cloud can also be extremely beneficial, when approached correctly and legally.

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Founder and CEO, Brian Powers, Speaks at Evolve Law Dozen Darwin Talks in NYC

By Amber Ferrari on Feb 7, 2017 8:00:00 AM

Last week, PactSafe Founder and CEO, Brian Powers, was a speaker at Evolve Law's Dozen Darwin Talks on the future of legal. Taking place in NYC, the Evolve Law Darwin Talks were the same week as LegalTech 2017, dubbed the largest legal technology event of the year. Darwin Talks are a common Evolve Law speaker series designed to focus on the next big innovation in the realm of legal, specifically legal tech. 

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A Great 2016. An Even Better 2017 on Deck

By Brian Powers on Feb 3, 2017 11:19:42 AM

Earlier this week we sent out a press release detailing some of the great momementum we experienced in 2016. And what a year it was! Some of the highlights include:

Topics: Pactsafe
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Top Legal Podcasts to Bring out of Hiding

By Marty Pochop on Feb 2, 2017 8:00:00 AM

This is the second installment of our PactSafe Podcasts blog series, designed to clue you in to our team’s favorite series to listen to on the go! Part one covered product management, check it out here.

In honor of Groundhog Day, let's bring these podcasts out of hiding to get some good listening in, whether we have 6 weeks left of Winter or not. 


Here are some legal tech audio bloggers that we think are awesome:

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Signatures Through the Ages

By Emma MacAnally on Feb 1, 2017 8:00:00 AM

Signing documents is a part of our daily lives, but very rarely do we stop and think about how much this practice has changed over the years. People have been making their mark since the days of pictographs and hieroglyphics. But, fast forward a couple thousand years, and the power of the signature is right at our fingertips. Literally.

Topics: eSignature
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PactSafe Experiences 20x Growth to Become Market Leader for Alternative Legal Contract Methods

By Caitie Parten on Jan 31, 2017 9:03:04 AM

INDIANAPOLIS, IN -- PactSafe, the leader in providing in-house legal teams and software developers with a legal system of record, continues to gain momentum heading into 2017 by announcing significant growth, the addition of new enterprise customers and a number of game-changing enhancements to its platform.

Topics: Pactsafe
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Clickwrap Best Practices at a Glance

By Caitie Parten on Jan 26, 2017 8:00:00 AM

Digital business models like Amazon and Dropbox use clickwrap agreements for executing their contracts because they are just as legal as paper contracts when implemented properly. 

When not implemented properly, it can be costly. Companies like GoGo Wireless, Safeway, BMO Harris Bank, and Zappos have all suffered the consequences of not following best practices with multi-million dollar lawsuits and costly litigation. So what are the next steps to properly implement these types of agreements?

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Top 5 Enterprise Businesses to Binge on this Month

By Marty Pochop on Jan 25, 2017 8:00:00 AM

The 30 Under 30 list on Forbes is a collection of young entrepreneurs that are making an impact in many different areas of business worldwide. These folks range from people who left school at the age of 16 to Harvard graduates with Ph.Ds. No matter where they came from, they all have the same goal in mind: to pursue their dreams and influence the world by providing a service that is new and revolutionary.

Though there are 30 entrepreneurs that made the list, we’d like to hone in on the game-changing companies where these entrepreneurs showcase their talents daily.

Topics: Tech Industry
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Tech Trends That Need to Die in 2017

By Emma MacAnally on Jan 24, 2017 8:00:00 AM

One of the great things about the tech industry is that it is constantly changing. What’s trending one week, can be nearing obsolescence a month later (cough cough, Pokemon Go). However, in our opinion, these 2016 tech trends don’t seem to be dying off fast enough!

Hopefully 2017 will stick to the “out with the old, in with the new” mantra, and these trends will be sent to the tech graveyard. 

Topics: Tech Industry
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PactSafe + TagStation: Shortening Sales Processes, Redlining, & Improving Customer Onboarding

By Caitie Parten on Jan 18, 2017 11:00:09 AM


Before PactSafe, TagStation's legal counsel and sales team wanted to find a solution to “shrinkwrap” the contract process so that it was less prone to negotiation, with a quicker turnaround.

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The Ultimate List of Free Developer Tools

By Emma MacAnally on Jan 17, 2017 9:19:00 AM

Whether you’re a developer newbie, or you’ve been in the game for a while, these free programming tools and resources are awesome to have in your back pocket.


Topics: Tech Industry
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Your Go-To Checklist for a Flawless Sales Agreement

By Marty Pochop on Jan 16, 2017 8:00:00 AM

Whether creating a contract for real estate purposes or a business-to-business transaction, a well-detailed and planned-out contract is a must for getting business done.

Ensuring that each aspect of the sales agreement serves a purpose as well as covering the necessary bases is vital to a successful business transaction.

Check out this list of must-haves for your next sales agreement:

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The Top 4 Product Management Podcasts for Your Commute

By Emma MacAnally on Jan 12, 2017 8:00:00 AM

Since the dawn of the iPod, podcasts on a variety of topics have been available to listeners via iTunes. In the early 2000’s, these narrative recordings seemed to peak in popularity, followed by a slow decline over the next decade. Recently, however, there has been a resurgence, in what NYmag refers to as the Great Podcast Renaissance. It has been determined that the main stimulus behind the podcast revival is pretty obvious: it’s all thanks to the commuter.

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Your Favorite PactSafe Feature Based on Your Zodiac Sign

By Amber Ferrari on Jan 10, 2017 8:00:00 AM

What would a New Year be without some predictions? Now is the time to check in on your PactSafe horoscope and find out which of our features will best suit your zodiac sign in 2017.

Topics: Pactsafe
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Does Your Product Need a Legal Tech flu Shot? Take the Quiz!

By Amber Ferrari on Jan 3, 2017 8:00:00 AM

Do you have any idea of which legal events you should be tracking across your website and mobile apps? Are you implementing a legal system of record to keep time-stamped proof of these important online transactions? Cold and flu season is in full swing, and if the proper digital recordkeeping isn't in place, your product could be under the weather too.

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5 ways the E-Warranty act can Save Your Business Money

By Amber Ferrari on Dec 29, 2016 8:00:00 AM

The E-Warranty Act of 2015 eliminates the longstanding requirement that product warranties must be printed and included inside of a product's packaging. While the E-Warranty Act can do a lot for your business, the primary benefit to businesses is cost reduction associated with printing and product packaging. However, there are some additional areas in which the E-Warranty Act can save your business money.

Topics: Regulations
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5 SaaS Trends to Watch in 2017

By Amber Ferrari on Dec 22, 2016 8:00:00 AM

While numerous SaaS companies were busy earning praise this year and being honored on lists like “The Best Business Products of 2016”, much is left to conquer within the world of SaaS this New Year.

These five SaaS industry trends in particular, will be on the rise throughout 2017. Put them on your watch list as we embark on another innovative year.

Topics: saas
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What is the e-Warranty Act?

By Caitie Parten on Dec 21, 2016 11:27:16 AM

As the name implies, the e-Warranty Act of 2015 allows businesses to comply with certain consumer product warranty rules and regulations with printing those warranties on actual paper - hence the term "e-Warranty." To understand what the e-Warranty Act actually is, lets dive into what it looked like for a business to provide warranties for consumer products prior to the e-Warranty Act.

Topics: Regulations
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9 Last-Minute Gifts for the Tech Lover on Your List

By Amber Ferrari on Dec 15, 2016 8:00:00 AM

With 2016 nearing year-end and holidays coming at us from all angles, it's hard to find time for gifting friends and family with memorable items. Here are some spectacular last-minute techy gifts that will be sure to wow every person on your list.

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One Less Thing for E-Commerce Developers to Code This Holiday Season

By Amber Ferrari on Dec 14, 2016 8:00:00 AM

Finding a cool tech gift for the developer on your list is hard enough, yet alone figuring out what they want in their world of coding.

At PactSafe, we spend a large amount of our time thinking about this. The fact of the matter is that no matter how cool a software idea is, if implementation is a hassle—developers are not going to be sprinting towards adoption.

See what shortcuts developers were taking last holiday season. 

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Is Your E-commerce Checkout Flow Secure?

By Amber Ferrari on Dec 9, 2016 8:02:00 AM

Sales terms that easily embed into ecommerce checkout flows provide an easy route to recording affirmative acceptance from online users.

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10 Legal Tech Twitter Accounts You Should Be Following

By Amber Ferrari on Dec 5, 2016 9:58:41 AM

We scoured Twitter for our favorite legal and legal tech social accounts to share. Get your knowledge on with these bright tweets by following today!

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6 E-Commerce Companies Succeeding in Cool

By Amber Ferrari on Nov 29, 2016 8:00:00 AM

We love e-commerce and the everchanging products/services being made available to consumers like us! New e-commerce efforts are emerging so often, it's difficult to keep up. Here are 6 e-commerce companies that we think are doing some pretty cool stuff.

Topics: e-Commerce
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How to Arm Your E-Commerce Site for this Holiday Season

By Amber Ferrari on Nov 22, 2016 8:15:00 AM

Online retail sales in the US are skyrocketing, and with increased online competitive environments this holiday season, the growth will only continue. Based on the Forrester Research eCommerce Forecast, the projected compound annual growth rate (CAGR) of e-commerce over the next five years is 10%, translating to $480 billion in online sales by 2019.

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November Release: PDFs, New signing flow, Word upload support & More!

By Caitie Parten on Nov 21, 2016 7:20:00 AM

We're excited to share with you our newest features that we've been working on all November! In this release, we've completely revamped our signing experience for your signers to be more mobile, faster to sign, and easier to fill out fields inside of a contract. Not only that, but we've added a TON of functionality to improve sending contracts including the ability to upload contracts inside a request and upload PDFs to annotate for signature. Check out the video to see first hand how the features work!

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5 Shortcuts to Accelerate Signatures Like a World Series Champion

By Amber Ferrari on Nov 14, 2016 8:00:00 AM

Time travel back to November 2, 2016 when we were all on the edge of our seats watching the Cleveland Indians and Chicago Cubs fight for game seven of the World Series. The teams contended at elite playing levels tying up scores and laying it all out there until Chicago came out on top. We want to help you be the better performing team no matter what game you’re playing in.

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What the E-Warranty Act Means For Your Business

By Brian Powers on Nov 9, 2016 10:32:11 AM

MAKES.pngAny business that manufactures consumer products recently received some great news. The Federal Trade Commission finally released final rules implementing the E-Warranty Act of 2015, which essentially eliminates the longstanding requirement that product warranties be printed and included inside of a product's packaging.

The primary benefit to businesses is obvious: a significant reduction in the costs associated with printing and product packaging. Less printing also means less environmental waste, and of course, less paper junk consumers are forced to deal with!

Topics: Regulations
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5 Awesome Ways PactSafe Can Save You Money

By Amber Ferrari on Nov 3, 2016 8:00:00 AM

We would be doing you a disservice if we tried to offer a product that we didn’t love. But we’re not about that, and, we LOVE PactSafe and the solutions it offers our customers. That being said, one practical thing PactSafe does is save users’ money. If that doesn’t pump up your jam, not sure what will.

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Three Ways to Manage Legal Risk Through Your Digital Transformation

By Amber Ferrari on Nov 2, 2016 8:00:00 AM

Eliminating paper trails and conforming to digital standards takes a lot of time and work. With all of this cross-over into digital business, enforcing the legality of it all can be an afterthought. Without the right systems tracking what’s executed, the data needed to recreate that contract, as well as the risk you’re exposed to with loopholes in a single provision...could be catastrophic to what you’re trying to do.

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10 Ways to Present Legal Terms at Sign-up

By Amber Ferrari on Oct 26, 2016 11:00:00 AM

Sign-up...NOW! We always want sign-ups to happen as soon as possible, because that means business. But does it mean legal business? If your customers are signing up online and aren’t being prompted to accept your legal terms before sign-up confirmation, it might not.

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Use Clickwraps for Business Contracts

By Amber Ferrari on Oct 20, 2016 7:45:00 AM

Over the last year, we have been following cases of companies such as Dick’s Sporting Goods, Barnes & Noble, and for posting their website terms online via hyperlink. Attempting to enforce a website’s terms of use this way is called a browsewrap agreement. The enforceability of passive browsewraps has been a toss up for a while and continues to fade. Clickwrap agreements are so much more verifiable. It’s a mystery why more companies aren’t using them within their websites and apps.

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How to fight chargebacks & write winning representment letters with better recordkeeping

By Kyle Robbins on Oct 13, 2016 11:12:15 AM

If you're selling nearly any service or product online, there's probably a better-than-not chance that you've dealt with chargebacks, or you're going to soon. A 2012 JP Morgan survey on the subject of online payment fraud found that merchants lost over $1.5 BILLION to chargeback disputes in a single year alone.

Topics: e-Commerce
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How Can E-Commerce Accelerate Business?

By Amber Ferrari on Oct 12, 2016 8:00:00 AM

Just about every company has an e-commerce aspect attributing to their success now, and it’s not by mistake. This strategy is effective because it positively enhances multiple facets of a business. E-commerce isn’t dropping by the wayside any time soon, and here are a few of the key reasons why:   

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What is a Legal System of Record?

By Caitie Parten on Oct 11, 2016 8:00:00 AM

Recording important things isn’t new; glancing through history there are hieroglyphics, cassettes, tape, and now, digital cloud storage. Think of the giant filing cabinet in your parents’ house with any document you could ever possibly need (and all the ones you don’t) that sits there just in case. Having all of the records in that filing cabinet isn’t a bad thing- you may need something in there at a time undisclosed to you. Keeping everything on file may seem overzealous to most, but there is something to say about being safe rather than sorry - hence why thousands of people across the globe refuse to throw away anything that might seem important. That’s the foundation to understanding what a Legal System of Record is.

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How to Get on the Self-Service Bus Before it's Too Late

By Caitie Parten on Oct 6, 2016 10:00:00 AM

With services like Uber, TaskRabbit, Blue Apron, and Trunk Club, smartphones have turned into our one-stop-shop for a self-service mindset for customers. This trend of a self-serv economy has become the general expectation and soon, it will no longer be considered innovative for B2B SaaS companies. In order to achieve that one of a kind experience, every service or product purchased should start to be delivered immediately.

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Four B2B Companies You Wouldn't Know Have E-Commerce

By Amber Ferrari on Oct 5, 2016 8:00:00 AM

According to Forrester, the 2019 B2B e-commerce market’s worth is estimated at $1.1T compared to
the B2C market at $480B. This study showed that the two industries generating the majority of market growth are manufacturers and wholesalers. But we know that it doesn’t stop there. Business models are being poked and prodded as distribution channels evolve and pricing becomes even more dynamic. So yes, B2B e-commerce is everywhere; even places you wouldn’t think to look. 

Here is a list of companies that use e-commerce without the majority of people even realizing it.

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What Legal Events You Should be Tracking in your Apps

By Amber Ferrari on Sep 28, 2016 8:00:00 AM

Rather than assuming your online legal is in order, take a second to really take a look at it; are you walking the fine line of wrestling with unconscionability?

Too much work goes into developing a website and mobile apps for everything to not be completely secure. Here are four legal events that you should definitely be tracking on your website and within your mobile apps. And most importantly, they should be implemented properly.

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Contracts in the Self-Service Economy

By Amber Ferrari on Sep 27, 2016 7:30:00 AM

The self-service economy is all about speed. Your phone is the one-stop-shop for on-demand service that has come to be expected. With apps being downloaded by the second, serving customers “later” is no longer an option. The option is, “now”, end of story.

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5 Legal things to know for selling online

By Amber Ferrari on Sep 23, 2016 8:45:00 AM

Amazon. Ebay. Etsy. Poshmark. Digital marketplaces have made it overwhelmingly simple to sell things online. Opening an Etsy shop is as easy as clicking a button, providing some information, payment, and then you’re on your way! When you sell on a marketplace, they typically manage the online legal regulations, but what happens when you are the one responsible for following online selling rules and regulations

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Why you need a clickwrap API

By Amber Ferrari on Sep 22, 2016 8:00:00 AM

So we’ve already been over how a clickwrap API works, but why would you ever need one? Is that really a question? Clickwrap APIs are the best things ever, duh. No but really, what makes someone wake up in the morning and think, “Yes today I need a clickwrap API embedded into my website!” People don’t think that, which has proven to be a problem.

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PactSafe partners with CONTRIB to launch as a resource for small businesses and consumers.

By Caitie Parten on Sep 21, 2016 8:00:00 AM

As part of its continual effort to reduce the pain and stress involved in the contracting process, PactSafe has partnered with Contrib to launch today to help everyday small businesses and consumers send and sign contracts on a free or pay-as-you-go basis.’s registration-free process allows individuals to upload contracts, add signatures, and send contracts -- all without the red tape and hassle of dealing with signing up for a service or downloading an app.

Topics: eSignature
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4 Keyboard Shortcuts to Make You Love Google Drive Even More

By Caitie Parten on Sep 16, 2016 11:36:27 AM

This is a weekly series to help you get to know your computer/apps better by learning the shortcuts that help you move faster across or within the apps you know and love. It takes practice, but habit forming shortcut usage can add up to days worth of time savings in a year.

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How does a clickwrap API work?

By Amber Ferrari on Sep 15, 2016 8:00:00 AM

The complex world of software engineering is a fascinating one. The precision required to build out any feature for an app or website takes an army of developers and a lot of time. When it comes to wanting a clickable agreement on your website and automatic digital recordkeeping, that also has to be built. Don’t want to build it? There’s a clickwrap API for that.

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Hey, Developers! PactSafe just got easier to integrate.

By Eric Prugh on Sep 13, 2016 8:00:00 AM

The core of our customer base are developers at companies of all sizes—they are the folks in the trenches writing the code that businesses rely on for all sorts of business purposes. That's why making PactSafe easy to integrate has been a huge focus for us from day one. Today, I'm excited to announce that we've taken huge strides to make those integrations even easier with the launch of our Node.js SDK and Java SDK, an OAuth 2 authorization flow, and the Beta release of our PactSafe for Zapier integration.

Topics: Tech Industry
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DraftKings' & FanDuel's Terms of Service Still Have Weaknesses

By Amber Ferrari on Sep 8, 2016 9:00:00 AM

Since we last discussed fantasy football, we looked at DraftKings and FanDuel who had faced a number of lawsuits back in 2015 resulting in a federal inquiry. On top of the lawsuits suggesting fraud, negligence, false advertising and more, the fantasy sports moguls had Terms and Conditions binding users to even more provisions in which the validity and enforceability of the terms was questionable. Companies like Safeway and Zappos have been thumped in class action lawsuits because they failed to follow best practices for display and tracking that left their Terms of Use unenforceable. Pending additional lawsuits, it looks as if these fantasy sports sites could be candidates for similar accusations.

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5 Slack Shortcuts to Pump Up Communication and Productivity

By Caitie Parten on Sep 7, 2016 9:00:00 AM

This is a weekly series to help you get to know your computer/apps better by learning the shortcuts that help you move faster across or within the apps you know and love. It takes practice, but habit forming shortcut usage can add up to days worth of time savings in a year.

Topics: Pactsafe
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July Release: Filter requests, new signers view, and add images to contracts, and more

By Eric Prugh on Aug 2, 2016 12:08:28 PM

This month's release brings tons of amazing updates to improve creating, sending, and finding the contracts you need to track within PactSafe. We've added the ability to filter your signature requests, add images & tables to your contracts, add dynamic values to your clickwrap contracts, customize how you export, and other improvements to your experience.

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To avoid class actions, start treating your website legal terms like real contracts.

By Brian Powers on Jul 14, 2016 1:33:50 PM

Your online business is humming along, people are signing-up and buying stuff online, all while you assume that the business is protected by the legal terms and conditions that you are (ideally) presenting via some clickwrap agreement.  Then POOF you get sued -- and not just any lawsuit -- but a dreaded class action lawsuit! You think "no problem, our terms and conditions have a class action waiver that requires arbitration."

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PokemonGO's Terms of Service & Privacy Policy are unenforceable legal disasters. Here's why.

By Kyle Robbins on Jul 12, 2016 4:33:51 PM

If you're anything like us here at the PactSafe offices, you're probably spending a few minutes over lunch this week wandering around the streets outside your office trying to catch Pokemon. If you're not, well don't worry -- the guilt, shame, and embarassment of walking around as a grown adult playing an adaptation of a late-90s children's game wears off quickly. There's still plenty of time for you to catch up, reach Level 5, and head over to the nearest Pokemon Gym in your neighborhood to do battle.

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3 apps for SaaS that help you operate like an IndyCar Pit Crew

By Eric Prugh on May 27, 2016 12:15:08 PM

It's such an exciting time here in Indy in preparation for the Indy 500! When I think of the 500, I go deeper than all the drivers. There's SO MUCH that goes into making those cars fast enough to win on race day—the technology, the crews, the mechanics, the sponsors. That's why I wanted to share my own recommendations for how you can collaborate with employees, customers, and more better within your own business.

How much time per day do you spend replying to internal email? Or rely on email to manage internal processes? Or hate your customer support system? Here at PactSafe, we've been able to establish some awesome productivity & collaboration practices from Day 1. Really, I'd like to think of our team as efficient as one of Roger Penske's legendary Pit Crews. There are a lot of apps that have enabled the perfect level of collaboration to help us do our jobs as efficiently as possible. To the point where PactSafe has eliminated internal email. We reserve email exclusively for customer, investor, and partner communications. These are the apps I'd recommend to any business looking to up the collaboration game (while also upping the productivity game). 

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How to delete words like a Jedi (a May the 4th special)

By Eric Prugh on May 4, 2016 5:16:40 PM

This is a weekly series to help you get to know your computer better by learning the shortcuts that help you move faster across or within the apps you know and love. It takes practice, but habit forming shortcut usage can add up to days worth of time savings in a year. View my last post here.

Sometimes working with a computer feels like you're fighting the Dark Side. Especially if you continuously keep messing a word up you just can't seem to spell right ... Might make you a little angry...

<PECK PECK PECK PECK PECK PECK> as you smash away at the Delete or Backspace button on your keyboard. There has to be a better way than deleting one letter at a time when you want to revise a sentence or delete a line of text. Fear not! Today's Mac shortcut (also can be done on a PC!) will help you delete entire words or lines of text purely with your mind... Or... a really cool keyboard shortcut. Let's dive in!

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Why BMO Harris had a hard time enforcing their clickwrap agreement

By Brian Powers on Apr 15, 2016 11:58:00 AM

In the past, judges have thumped clickwrap agreements for poor design, confusing presentation, and other no-no's that could typically be avoided with a bit of forethought.  A recent federal court order shows that courts (and lawyers) are really starting to dig into how clickwraps work, and what goes on behind the scenes.


Topics: Clickwraps
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These 5 Gmail shortcuts will make you an email wizard

By Eric Prugh on Mar 25, 2016 11:01:49 AM

This is a weekly series to help you get to know your computer better by learning the shortcuts that help you move faster across or within the apps you know and love. It takes practice, but habit forming shortcut usage can add up to days worth of time savings in a year. View my last post here.

Gmail has over 1 BILLION monthly active users and has become an amazing communication tool for small, medium, and large businesses alike with their growth with Google Apps for Business. We use it and love it—and of course, as soon as I moved to Gmail for business (from Outlook), I had to learn all the shortcuts to make the most of my emailing needs. 

So let's look at 5 amazing time-saving Gmail shortcuts that will make you an email wizard.

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Closing deals starts with contract management

By Amber Ferrari on Mar 21, 2016 4:15:00 PM

Furthering employee education often begins with communication skills, leadership, and teamwork--which are surely integral components of a functioning workplace. However, if you could create value within other facets of your business, wouldn't you?

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PactSafe is Hiring! Now: Account Executive & Senior Software Engineer

By Amber Ferrari on Mar 16, 2016 2:24:54 PM

Do you want to build your own career path in a young, hungry, SaaS startup? Have you ever visited the hip, culturally booming Broad Ripple Village? Are you interested in working there on a regular basis in prime real-estate walking distance from coffee shops, restaurants, and cultural trails? Does a company space ship mean anything to you?

Topics: Pactsafe
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Mac Shortcuts: 3 faster ways to find stuff (+ 1 way to faster math)

By Eric Prugh on Mar 11, 2016 8:50:19 AM

This is a weekly series to help you get to know your computer better by learning the shortcuts that help you move faster across or within the apps you know and love. It takes practice, but habit forming shortcut usage can add up to days worth of time savings in a year. View last week's post here.

For the uber organized, keeping folders, adding tags, and structuring things in a way to easily find files and materials might be a habit. So often, though, I lose track of files almost immediately after I save them. If only there were an easy way to search! Well, you're in luck! This week, I'm going to give you the Mac shortcuts (or Macbook shortcuts) you need to find all the amazing information you've got stored on your computer.

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3 Mac shortcuts for beginners that will change your life

By Eric Prugh on Mar 4, 2016 12:00:00 PM

This is the first of a weekly series to help you get to know your computer better by learning the shortcuts that help you move faster across or within the apps you know and love. It takes practice, but habit forming shortcut usage can add up to days worth of time savings in a year.

At PactSafe, we're all about making business happen faster, and our tips don't just include website legal agreements. What better way to move faster than to get to know your computer better and learn some super handy Mac shortcuts or Macbook shortcuts! We're mostly a Mac shop here, so I thought I'd start by promoting some little known tips to the layman Mac user.

Too many times I watch Mac users not be as efficient as they possibly can be—meaning, they click the mouse too much! The keyboard shortcut is your friend. Whether it's switching between apps, windows, or tabs... our lives are constantly multi-tasking across apps or within our browser and can create a LOT of clicks. Apple has made incredibly easy devices to use, but they've also instilled plenty of shorthand goodies to help you work faster than you thought possible. So let's dive in.

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How can clickwraps help your business?

By Amber Ferrari on Feb 29, 2016 12:36:15 PM

Knowing what clickwrap and browsewrap agreements are and how they function is a step in the right direction when it comes to wrapping your mind around one-click agreements. Understanding why those agreements can benefit your business, though? That requires digging a little deeper.

Clickwraps can function on your website when it comes to enforcing your online terms, but also serve as a contracting tool and the easiest way to sign. If you don’t think clicking-to-sign is worth your time, check out this case and the reality of how words really can go a long way.

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4 ways trading paper contracts for eSignatures will change how you work

By Amber Ferrari on Feb 22, 2016 2:20:28 PM

Organization is vital to success. We are always looking for ways to communicate better, maintain focus, and collaborate efficiently. Closing deals is how you make money; however, trying to make money amidst disorganization is chaotic. 

Automation is the root of of organization because you don't have to think about it. What would you do if the contracts you created and signed were safely filed away for you?

Trading paper contracts for eSignatures can help you get there, AND it will completely change the way you work.

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Exactly how legal is my eSignature?

By Amber Ferrari on Feb 19, 2016 8:30:00 AM

While we definitely can’t vouch for all eSignature platforms, PactSafe Transact is our Signature Acceleration Platform that certainly renders a legal signature.

How do we know that? We like to follow laws!

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eSignatures: up close & personal

By Amber Ferrari on Feb 18, 2016 11:05:58 AM

There are a lot of misconceptions about eSignatures; some rumors say they aren’t legally binding or that using online signature platforms creates extra work for users. What’s true? What’s not? Let’s clear the air by getting down and dirty with these common questions.

Topics: eSignature
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PactSafe’s evolution to become the Signature Acceleration Platform

By Brian Powers on Feb 17, 2016 12:00:00 PM

Yesterday was a big day for PactSafe as we launched Transact, our new “click-to-sign” product that allows businesses to quickly and easily get contracts signed with one click. It's a big step for us, and a very calculated one that was driven by one thing - it's what our customers wanted.

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PactSafe launches ‘Transact’ to accelerate and transform the way businesses send, negotiate and sign contracts.

By Brian Powers on Feb 16, 2016 8:00:00 AM

Transact speeds up the painful process of getting contracts signed with the fastest eSignature solution available.

Topics: Pactsafe
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Year in Review: 10 milestones from 2015

By Amber Ferrari on Dec 21, 2015 11:31:55 AM

From moving on in to moving on up— launching products and launching parternships, PactSafe has had a tremendous year and we couldn't have done it without your support! While we plan on taking 2016 by full force, let’s first take a second to look back on our noteworthy moments from 2015.

Topics: Pactsafe
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Lawyers will exploit weaknesses in DraftKings' & FanDuel's Terms of Service. Here's why.

By Brian Powers on Dec 17, 2015 1:30:00 PM

 Author: Brian Powers, Founder and CEO of PactSafe, Inc / licensed attorney

© 2015 PactSafe, Inc, All Rights Reserved

By now, you're likely familar with daily fantasy sports powerhouses DraftKings and FanDuel and the controversy surrounding the two in recent weeks. Added capital, wild success, and a relentless advertising blitz helped to raise suspicions about the companies' practices—some of which were confirmed when reports surfaced that employees of the companies were using inside information to win large sums of money playing the games on the competitors’ platform. Since that time, the two companies have been served with a number of lawsuits for fraud, negligence, racketeering, and false advertising, in turn, facing heightened scrutiny from regulators. A federal inquiry is already underway into the industry's practices. Nevada has already demanded the sites become properly licensed in the manner of a sports book. But, the industry's most threatening move might come from the state of New York, where the state's Attorney General has requested an injunction to keep the sites from operating within the Empire State's borders.

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TRUSTe partnership with PactSafe in summary

By Amber Ferrari on Dec 7, 2015 11:57:33 AM

Today marks the announcement of PactSafe's partnership with TRUSTe to help companies manage challenges of implementing Model Contract Clauses and remain compliant with EU data protection laws. 

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One Less Thing for Developers to Code This Holiday Season

By Amber Ferrari on Dec 3, 2015 2:47:05 PM

From vampires and witches on Halloween to stuffing induced food comas and onward—it seems as the season of holiday spending has snuck up on us once again.

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5 Online contract management mistakes SaaS startups make

By Amber Ferrari on Nov 24, 2015 3:11:24 PM

So you have a startup, or are thinking about starting one. Congrats! We’re proud of you. Finding that million dollar idea takes passion and perseverance—something not everyone has! Now let me ask you...have you reached that “Oh shit” moment yet? The moment where you say, “Oh shit! This is really happening. How do I make sure my agreements with clients are secure?!”

You probably haven’t. That’s because most people don’t reach that moment until something goes really wrong. Not, “missed the electric bill” wrong—more like, “oh shit, we’re getting sued for millions of dollars” type of wrong.

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What a week! PactSafe Launch Party at TwoDEEP Brewing Company

By Brian Powers on Nov 19, 2015 4:03:02 PM

The last week has been filled with excitement for the PactSafe team as they first announced several major accomplishments, including additional funding, a new developer API called Vault, and the completion of San-Francisco based Acceleprise program.

Topics: Pactsafe
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New court ruling reaffirms that clickwraps can serve multiple purposes

By Kyle Robbins on Nov 12, 2015 9:30:00 AM

It's more than just terms of service and privacy policies. This article not only details the latest case involving terms of service and clickwrap agreements, but provides examples of how clickwrap agreements continue to work wonders for business legal. 

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PactSafe Gains Momentum: Secures $1.2M in Total Funding, Launches New Developer API, and Completes San Francisco-Based Acceleprise Program

By Brian Powers on Nov 11, 2015 4:00:00 PM

It's a proud day for me and my team. Today, it is with great excitement that we announce PactSafe has raised over $1.2M in total funding, has launched a new Legal API called Vault for embedding contracts anywhere, and is completing the prestigious Bay Area Acceleprise program. It’s because of you—our customers, partners, investors, and friends—that we are where we are today. And we’re just getting started.

Topics: Pactsafe
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Does updating your website terms suck? Try this.

By Amber Ferrari on Nov 4, 2015 4:15:56 PM

Isn’t it enough that your day is already filled with managing business affairs, legal affairs, and making sure that all of your clients are happy? And that barely covers the broad spectrum of what you undertake in a single day. After countless hours of drafting legal agreements, waiting for revisions and approval, managing the liaison between you and the development team to make sure changes are actually implemented and up-to-date, then still having to test the agreements on the website, you’re putting in unnecessary hours for the menial task of publishing your latest draft—not even speaking to the opportunity cost of your missed work.

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Help us welcome Kate Davis to PactSafe!

By Amber Ferrari on Nov 3, 2015 12:09:28 PM

In tune with the changing of the seasons, Autumn has brought PactSafe lots of positive change this past month! As we roll further into Q4—our involvement with Acceleprise is coming to a close, we are adding artwork to our office walls, and desks have been rearranged to make room for our newest team member, Kate Davis.

Topics: Pactsafe
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YouTube Red's new terms of service have some users feeling, well, red

By Kyle Robbins on Oct 29, 2015 11:26:41 AM

Wondering why you can't find content from places like ESPN or Grantland on YouTube anymore? It all has to do with the site's new YouTube Red premium service, and yup, you guessed it — a terms of service update.

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5 Simple steps to solving your US-EU safe harbor problem: Overview

By Amber Ferrari on Oct 20, 2015 12:01:58 PM

By now, you’ve probably heard about the latest ruling in the EU over the Safe Harbor of customer data with the US.

Well, on October 6, 2015, the US-EU Safe Harbor was repealed by the highest court in the EU making it infinitely more difficult for business to carry on as normal when it comes to communications between the US and EU.

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How business legal can influence customer micro-moments

By Amber Ferrari on Oct 14, 2015 12:00:00 PM

I missed a phone call from the car dealership while listening to a voicemail from my doctor’s office, got a calendar notification cancelling my morning coffee meeting, browsed a sale from a retail email, and accepted two friend requests all while walking into 7:00p.m. Zumba class.

More online searches and interactions are taking place on mobile devices now more than ever before.

These little moments between our everyday activities, found in Google's guide, "Winning the Shift to Mobile," are called micro-moments. They’re the “I-want-to-know,” “I-want-to-go,” “I-want-to-do,” “I-want-to-buy” moments that every marketer should know about. Because I already know that you’re thinking that managing any type of business legal isn’t the same as being a marketer, I’m going to save us some time and call a spade a spade by saying that your spade is wrong. You’re always a marketer. You market who you represent and you market yourself.

Because ain’t nobody else tryna.

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Legal technology means kissing 1995 goodbye

By Amber Ferrari on Oct 12, 2015 11:45:00 AM

Tracking hours in six-minute increments...old case files sitting wall to wall in an’s 2015, so why does it feel like 1995?

The Atlantic recently published an article about law firms and legal teams being trapped in 1995 and the changes they are about to encounter.

Apparently, it is going to be a rude awakening, and not all lawyers are ready.

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8 user-friendly resources for every stage of online contract management—PART 2

By Amber Ferrari on Oct 7, 2015 3:30:00 PM

Our first edition of “8 user-friendly resources” highlighted online legal software that was pretty well-known. Maybe you haven’t used the previous tools yet, but with legal technology and innovation on the rise, there’s a chance you’ve heard of them.

Crazy as it sounds, there are even more apps and services out there just waiting to assist all contractual matters. From writing to signing to managing contracts. PactSafe knows how tedious that legal process can be and will be the first to tell you that it can and should be simplified!

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8 user-friendly resources for every stage of online contract management

By Amber Ferrari on Oct 5, 2015 12:00:00 PM

Paper trails, drawn out document drafting, lost records, mullets, and cargo shorts are all on the out. (Sorry, dads!) Writing, signing, and managing contracts should not be as complicated as it is often made out to be. These useful online tools are all easy-to-use and take online contract management to new heights.

Starting a business? Already have one? Moving from paper to digital? Check out these websites and apps...soon!

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Apple's online privacy policy puts protection before profit

By Amber Ferrari on Oct 1, 2015 11:45:00 AM

You may remember a few months back when we asked you to see which social media network owned your soul. It is important to understand what you have agreed to on websites with differing standards when it comes to your information, privacy, and user-agreements.

While online privacy policies waver from readable to ridiculous, one sought-after company is doing its best to lead the industry with integrity. Get ready for all of the consumer-feels as we break down what Apple is up to.

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7 start-up killers to consider for managing risk

By Amber Ferrari on Sep 30, 2015 8:00:00 AM

Managing risk is not an easy feat in any company. One big decision can make or break an entire business' success. When considering entrepreneurship especially, you run the risk of overlooking key priorities that could leave a mess you don't want to deal with.

Familiarize yourself with the following start-up killers. Manage risk early and often!

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Online contract management, loyalty, and the Cloud

By Amber Ferrari on Sep 28, 2015 4:30:00 PM

Call of Duty, Jury Duty, Carpool Duty, Civic Duty...all things that garner very specific opinions from people…  

But, what about The Duty of Loyalty? In corporate law, The Duty of Loyalty involves corporate directors having the legal responsibility to avoid conflicts of interest. The business comes before personal interest.

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5 must add provisions to include in your SaaS Terms of Service

By Brian Powers on Sep 25, 2015 2:32:48 PM

Whether you are selling specialty shoes or have a cool new SaaS product, your startup will need a good terms of service for your website, product, or app.

Your terms of service should be like any other contract you would have with a customer: it should define the business and legal relationship between your company and the customer.

Here are 5 things that any terms of service should have.

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6 ways legal is changing for the better

By Amber Ferrari on Sep 23, 2015 5:11:54 PM

In an industry that has always seemed pretty set in its ways, many will be happy to hear that the legal industry is gaining some flexibility. Whether you are a lawyer, teach law students, are in law school, develop legal software, work with lawyers, or are married to one, this article will get you excited about the ways legal is changing for the better. 

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AVG challenges industry with one-page online privacy policy

By Amber Ferrari on Sep 18, 2015 3:12:59 PM

Online security company, AVG® Technologies, released a one-page online privacy policy as a way to provide first-time customers with the opportunity to be notified of AVG’s commitment to their users via comprehensible text.

AVG CEO, Gary Kovacs, pledged for a safer Internet for everyone back in March while delivering the keynote address at Mobile World Congress in Barcelona.

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Legal trends: why they're just as much about people as technology.  

By Amber Ferrari on Sep 16, 2015 12:00:00 PM

The paradigm shift within legal is huge right now; innovation and simplification of everyday processes are being turned over to technology, law schools are implementing these practices early on, and lawyers are freaking out.

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Delaware is serious about website Privacy Policies. Who's compliant?

By Kyle Robbins on Sep 15, 2015 12:16:13 PM

It's not just online retailers or SaaS companies that need to worry about conspicuous posting of terms online anymore. If you're collecting consumer data in some states, you're required by law to have your privacy policy posted clearly, conspiciously, and out-in-the-open.

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30 million reasons to be careful updating website Terms and Conditions

By Brian Powers on Sep 2, 2015 11:00:33 AM

Earlier this year we wrote about the Safeway class action lawsuit, and how it is a perfect example of why updating / modifying your website terms and conditions should be done in a methodical way. To recap:

Topics: Clickwraps
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8 legal terms to know for doing business online

By Amber Ferrari on Sep 1, 2015 12:13:41 PM

Since arriving at PactSafe headquarters, there have been multiple terms thrown out there leading me to stare blankly at our COO, Eric, and say, “Eric…I have no idea what that means…” Which is typically followed by a chuckle and a thorough explanation on what the heck is happening.
Often times, however, I’ve found that I know exactly what our PactSafe team is talking about — I just never knew any of these things had names!
While making this realization, I considered that some of our digital legal soldiers out there may be struggling with similar situations.

This article will act as a quick guide to digital legal terms and point you in the right direction for doing business online.

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Here's what developers need to know about digital legal record keeping

By Amber Ferrari on Aug 27, 2015 2:36:00 PM

Lately, we have been encouraging lawyers and companies to check, double check, and re-check their privacy policies and terms of service to make sure they are enforceable.

And that is extremely vital when working to protect your interests while maintaining your reputation as an honest, trustworthy, customer-friendly company. (Have no clue what I’m talking about? Read it again!)

But rest assured, we have not forgotten the developers; the crux of the operation that make digital businesses a reality!

Below are tips for developers on designing website terms of service, terms of use, and terms and conditions. All of the terms! Check it out.

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AT&T's got rules. And you're already following them.

By Amber Ferrari on Aug 24, 2015 3:47:39 PM

AT&T: you’re breaking my heart! With all of this buzz about Spotify’s recent privacy policy situation, AT&T almost skidded by without blemish when news was reported on August 18 that some pretty important details of their privacy policy are more difficult to opt out of now, than ever.

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Spotify's new privacy policy made the internet mad for no reason. Here's how to prevent that.

By Kyle Robbins on Aug 21, 2015 11:33:00 AM

On the web, perception is reality.

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Worried About Class Actions? Consider Using Arbitration Provisions Online

By Brian Powers on Aug 18, 2015 11:20:00 AM

Class actions are a major pain for big companies.  In fact, a recent survey by Norton Rose Fullbright, polling more than 800 corporate counsel, revealed that class action lawsuits were the most important legal issue impacting their companies.

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Make Your E-Commerce Agreement Count

By Amber Ferrari on Aug 17, 2015 4:21:00 PM

We keep stressing this idea that privacy policies are important, and for good reason! They are! But, there is a difference between simply having a privacy policy and having an effective privacy policy.

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Clickwraps That Don't Suck - Edition 2 - The Lego Movie App

By Brian Powers on Aug 14, 2015 11:23:14 AM

We take clickwraps pretty seriously here at PactSafe!  And you should too!  If you click on clickwraps as a consumer, you very likely are agreeing to become a part of a HumancentiPad.  And if you are business with a clickwrap that sucks, well you may already be having super fun times in court.

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Top 10 List: PactSafe's First Month at Acceleprise

By Amber Ferrari on Aug 13, 2015 2:00:00 PM

In case you are just tuning in, PactSafe is fortunate to be participating in Acceleprise right now  an awesome accelerator based out of San Francisco focused on enterprise software, founded in 2014, and backed by a roster of great SaaS founders and executives. This accelerator goes above and beyond company dreams providing funding, mentorship, office space, access to potential investors and customers, and community support to promising early stage SaaS companies over a four-month program.

Topics: Pactsafe
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Readable v. Ridiculous: Privacy Policies

By Amber Ferrari on Aug 12, 2015 6:03:45 PM

All too often, privacy policies and other online terms are thick, dense, and hard to understand for an average consumer. As consumers have grown more conscious of what they’re signing -- or clicking -- away, there’s been pressure on companies to make these terms more easy-to-digest.

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Smart, Connected Contracts Are Coming

By Brian Powers on Aug 10, 2015 10:30:00 AM


For 100s of years they have been pretty much the same damned thing.  You know, static, paper based contracts with handwritten signatures and lots and lots of words. Those words are obviously important - they detail things like :

Topics: Clickwraps
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Don't Get Sued: 3 Cases in Website Privacy You Can Learn From

By Amber Ferrari on Jul 30, 2015 11:27:00 AM

Companies who disclose their app or website privacy policy to customers through understandable terms are typically happy campers for two reasons: 1. Their customers are happy! 2. They aren’t getting sued. We’re going to cover 3 recent cases where 3 companies have either faced an adverse legal decision or some seriously bad press.

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PactSafe Closes $880,000 in Seed Funding, Joins Acceleprise

By Brian Powers on Jul 28, 2015 1:22:00 PM

For Immediate Release

Seed round led by Acceleprise SF, Elevate Ventures, Vulpes Testudo Fund, and private angels, intended to fuel growth and development of its Digital Legal Engine.

INDIANAPOLIS, Ind. -- (July 28, 2015) -  PactSafe, the digital legal engine for the web, mobile, and the internet of things, today announced that it has raised $880,000 in seed funding from Acceleprise San Francisco, Elevate Ventures, Vulpes Testudo Fund, and a number of private angel investors, oversubscribing its planned $800,000 round.  PactSafe will use the funds to enhance its product and further expand sales and marketing efforts.  PactSafe has also joined Acceleprise SF's 3rd class of its San Francisco based enterprise SaaS (Software as a Service) accelerator program.

PactSafe is a digital legal engine that enables contracts of the web, mobile, and the internet of things to be smart and connected. The PactSafe widget and API connects legal contracts to all of a business’ online transactions, making it easy to manage those agreements while automating the record keeping process and providing advanced legal analytics.  With PactSafe, businesses are able to more efficiently manage the legal risks associated with conducting business online while also achieving high levels of transparency with its customers.

“PactSafe is the first application that gives businesses and their legal teams control and visibility into the billions of legal transactions that occur everyday online when people click “I Agree,”  said Brian Powers, CEO and founder of PactSafe. “Acceleprise SF, Elevate Ventures, Vulpes Testudo Fund, and our other investors share in our vision of becoming the standard businesses and consumers trust for their online legal transactions.”

With the investment from Acceleprise SF, PactSafe also becomes the first Indianapolis based company to join the San Francisco based accelerator.  In addition to capital, Acceleprise provides San Francisco office space, access to world-class mentorship, and access to potential investors and customers, over an immersive 4-month program.

“We are very excited to have PactSafe join our latest cohort of SaaS companies,” said Michael Cardamone, Managing Director of Acceleprise SF.  “It's clearly a large market, and PactSafe’s solution solves an obvious problem for many companies.  The combination of Brian's legal background and the rest of the PactSafe team's software background is the perfect combination to take advantage of a massive opportunity.”

About PactSafe

PactSafe is an Indianapolis based technology company. PactSafe has built the world's first digital legal engine powering the smart, connected contracts of the web, mobile, and the internet of things. The company’s advisory board includes leaders from LegalZoom, Salesforce, ZipRecruiter, and a former Amazon in-house counsel. The company has raised $880,000 in seed funding from Acceleprise SF, Elevate Ventures, Vulpes Testudo Fund, and is a member of Acceleprise’s San Francisco based enterprise SaaS accelerator program. For more information, visit, or  access the PactSafe press kit here.

About Acceleprise San Francisco

Acceleprise San Francisco is an enterprise software focused accelerator founded in 2014 backed by a roster of great SaaS founders and executives.  Acceleprise San Francisco is the West Coast headquarters for Acceleprise, a leading enterprise accelerator started in Washington, D.C. Acceleprise San Francisco provides funding, mentorship, office space, access to potential investors and customers, and community support to promising early stage SaaS companies over a four-month program.


Contact: Amber Ferrari
Associate Marketing Manager
Tel: 317-449-3531

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11 free SaaS apps & tools for your SaaS startup that you need day 1

By Eric Prugh on Jul 24, 2015 4:30:33 PM

Startups are an amazing thing — it's never been easier to get to work in building & launching a SaaS (Software as a Service, cloud, whatever) product than it is today. Obviously, building a happy customer base and a sustainable business is something different altogether, but we won't cover that here.

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You Need to be Tracking The Versioning of Your Terms of Service. Here's Why.

By Kyle Robbins on Jul 20, 2015 1:16:00 PM

Our world isn't static. Your online legal agreements aren't either. If you're working as an attorney that oversees this drafting process, you know that you're busy multiple times a year with revisions or updates that need to be published to keep your company protected and your consumers notified.

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Welcome Jason Everhart to PactSafe!

By Amber Ferrari on Jul 10, 2015 8:21:16 AM

This week at PactSafe, we have added tables, chairs, more desks, monitors, and walls of whiteboards to our space. You can now sit in almost every room! We also added Director of Business Development Jason Everhart to our team. Being pretty fresh to the world of PactSafe myself, I asked Jason these questions to help everyone get to know him a little better.

Topics: Pactsafe
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Are most clickwrap agreements on the web enforceable? We surveyed 1,000 websites to find out.

By Kyle Robbins on Jul 6, 2015 12:23:16 PM

Browsewrap agreements aren't the only type of online legal agreement that could bring you trouble online.

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Welcome PactSafe's First Orr Fellow, Amber Ferrari!

By Eric Prugh on Jul 2, 2015 11:44:27 AM

We here at PactSafe are having an awesome time as we build our business — we're experiencing great growth, filling out our new office space, and hiring some awesome people! As a young company, we were thrilled and honored to be included in the Orr Fellowship program and bring our first ever Orr Fellow on board, Amber Ferrari. She just started this week and I asked her to share a little bit more about herself. She was kind enough to answer the questions below.

Topics: Pactsafe
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Online Legal Agreements: What One Guy Found Out Wasn't Pretty

By Amber Ferrari on Jul 1, 2015 12:41:11 PM

For Guardian reporter Alex Hern, thinking about all the small print on the Internet made him want to die... so he took seven days to read 146,000 words of various companies’ Terms of Service, and the result? It made him want to die even more.

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We surveyed browsewrap agreements across 1,000 top websites. Here's what we found out.

By Kyle Robbins on Jun 29, 2015 7:09:42 AM

If you've followed our blog at all, you already know that using a browsewrap agreement to bind consumers to terms on your website isn't the best practice for organizations looking to keep legal risk away. But we often receive the question -- well, isn't everyone else doing it? Sure, we knew there were some sites or companies that weren't overly concerned with protecting legal risk and were much more concerned with the "user experience" or the "aesthetic value" of the page. (We'll put those in quotation marks -- because it's plenty easy to preserve both while providing the user more-than-adequate notice.)

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Clickwraps That Don't Suck (Edition 1)

By Brian Powers on Jun 26, 2015 12:29:00 PM


We write a ton on this blog about clickwrap best practices, but we rarely highlight the awesomely-most-likely-enforceable clickwraps we see. Starting today, we'll periodically be giving some love to websites that are doing it right!

Topics: Clickwraps
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Know your privacy rights for Facebook or Google with this add-on

By Eric Prugh on Jun 25, 2015 9:07:07 PM

As someone who's grown up living and breathing technology, there are very few pieces of personal data I put out on the internet that I care about keeping to myself. I've embraced the oversharing — but there are quite a few things that Facebook, Google, Instagram, and Twitter know about me that still make me a bit anxious were they to get out there publicly or fall into the wrong hands.

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Best Practices for Clickwrap Agreements

By Brian Powers on Jun 23, 2015 8:41:43 AM

If your website employs a Clickwrap agreement, there are a number of practices you should follow to make sure that agreement is enforceable should you ever need to enforce it. Your clickwrap agreement is there for a reason - and is likely intended to provide all sorts of legal protections for your website / business (disclaimers, limitations on liability, binding arbitration…lots of stuff…talk to your lawyer!) – but if its not enforceable then it does you no good at all. Below are some of the best practices we have found:

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Want to lose a lawsuit because of your browsewrap or clickwrap agreement? Here's how to do it.

By Kyle Robbins on Jun 22, 2015 9:14:25 AM

Your company spends hours, maybe even days or weeks, perfecting the terms of use and other legal terms listed on your website. They're written with peace-of-mind in mind, designed to protect you from the worst-case scenario when you're served with a lawsuit from an angry consumer or partner. And in most cases, those provisions written into your terms designed to protect you would normally hold up when written into a paper contract.

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Did Apple try to pull a terms-of-service 'fast one' with new iOS news app?

By Kyle Robbins on Jun 19, 2015 7:13:23 AM

iOS 9 will feature the new Apple News app, but will it lead to lawsuits from publishers?
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The Definitive Guide to Website Legal Agreements - A Recap

By Brian Powers on Jun 18, 2015 6:29:36 AM


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Social Media Privacy Policies exposed: Who owns your soul?

By Eric Prugh on Jun 11, 2015 6:20:32 AM

An amazing report from Pew Research Center was recently released that cut to the core of some of the real privacy concerns of consumers today. One of the amazing stats revealed that "69% of adults say they are not confident that records of their activity maintained by the social media sites they use will remain private and secure." We decided to dive into the privacy policies of some social media sites like Facebook, Twitter, Pinterest, and Instagram. What we found might surprise you. It also might not if you're in the 69% who are skeptical of social media privacy in general.

Topics: Infographic
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PureTick reduces online disputes with PactSafe

By Eric Prugh on Jun 9, 2015 12:29:10 PM

When your customers are signing up for your service online, it's imperative that they understand what they're agreeing to or it may lead to financial disputes, disputes over the terms & conditions, or otherwise. Alex Wasilewski at PureTick found this all too difficult when getting disputes from a bank or from customers claiming to have never seen PureTick's Terms of Use. But let's learn a little bit about his business and why he needed a solution to help handle some of these disputes with customers.

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What companies can learn from PayPal's Terms of Service blunder

By Kyle Robbins on Jun 8, 2015 7:11:58 AM

Don’t get caught trying to pull a “fast one” on your users or customers.

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Tips and Best Practices for Browsewrap Website Legal Agreements

By Brian Powers on May 26, 2015 10:25:12 AM

If your website employs a browsewrap website legal agreement, there are a number of practices you should follow to make sure that agreement is enforceable should you ever need to enforce it. Typically, browsewrap website legal agreements are intended to provide all sorts of legal protections for your website / business (disclaimers, limitations on liability, binding arbitration...lots of to your lawyer!) - but if its not enforceable then it does you no good at all. Below are some of the best practices we have found based on scouring millions (well maybe not millions) of pages of case law on the subject.

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Restricted Stock Unit Agreement In a Clickwrap Upheld

By Brian Powers on May 19, 2015 10:32:53 AM

Most people think of "clickwraps" as being associated with digital legal agreements such as "terms of use", "terms of service" and "privacy policies." Makes sense, the clickwrap came about as method for businesses to enforce just those types of agreements. But that is not all a clickwrap can be used for. A properly designed and tracked clickwrap agreement could be used for almost any kind of contract - not just the traditional digital legal agreements that are ubiquitous with internet use.

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The PactSafe World Headquarters is open!

By Eric Prugh on May 12, 2015 12:01:16 PM

It's been a long, crazy ride over the last 3 months since we launched, but needless to say we are incredibly excited about the vision of the Digital Legal Engine and where our software is going. We've grown our incredible team to 4 people with the experience in law, sales, product, and engineering to scale our business to the next level.

Topics: Pactsafe
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PactSafe Software Enables Fenner’s Law Firm to Provide Legal Services Online

By Brian Powers on May 5, 2015 4:40:42 AM


Technology Allows Lawyers to Manage Digital Legal Agreements Securely and Effectively

INDIANAPOLIS and CHARLOTTE, NC – May 5, 2015 – Indianapolis-based software company PactSafe, Inc. ( announced today that Charlotte-based Fenner’s Law is using PactSafe™ technology to establish digital legal agreements with its clients. For Fenner’s Law, the key to delivering legal services online was the ability to obtain a valid online retainer agreement that had been read before their clients clicked their assent. This capability enables Fenner’s to successfully offer its legal services online and become competitive with other online service providers.

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Terms of Service Design No-Nos Part 2: Lack of Recordkeeping

By Eric Prugh on May 1, 2015 6:41:45 AM

This blog post is the second in a three-part series designed for developers on design of your website terms of service, terms of use, and terms & conditions. See part 1 here.

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The Case for a Digital Legal Engine: Why Traditional Contract Principles Have Failed Online

By Brian Powers on Apr 29, 2015 4:09:32 PM

Traditional Contracting and Recordkeeping

The contract. Something that has been used to memorialize agreements between 2 or more parties since the beginning of time (well maybe not that long). Most people know, whether a lawyer tells them or not, that in order for a contract to have any meaning:

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Poor Clickwrap Design Can Kill Your Website Terms of Use

By Brian Powers on Apr 28, 2015 5:00:11 AM

Another day, and another case where the design of a clickwrap agreement renders a business's terms of use unenforceable.

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Terms of Service Design No-Nos Part 1: Lack of Notice

By Eric Prugh on Apr 23, 2015 9:48:16 AM

This blog post is the first of a two-part series on the design of your website terms of service, terms of use, and terms & conditions. See part 2 here.

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Internal Security and Secure Record Keeping For Digital Legal Agreements

By Brian Powers on Apr 22, 2015 5:00:56 AM

Secure record keeping is critical to the health of your online business.


What does it mean to be “secure”?

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What is a website "Terms of Use"?

By Brian Powers on Apr 19, 2015 4:48:21 PM

What is a website“Terms of Use”?

Terms of Use are legal terms to which a website user must agree prior to the use of the service provided by a website. Such agreement is used to define the rights of the user and the website owner, protect the interest of the website owner, limit the parties’ legal obligations and indemnify the website owner. Suffice it to say, a good website terms of use acts as the website owner’s insurance against lawsuits.

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4 Ways to Make Your Website Terms of Use Enforceable

By Brian Powers on Apr 16, 2015 5:00:02 AM

If your website terms of use are not enforceable, then what is the point of even having them?


Enforceability relates to how your website legal agreements, such as “Terms of Use” and “Terms of Service”, will stand up in a court of law if challenged. In other words:

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PactSafe is Open for Service

By Brian Powers on Mar 31, 2015 10:36:56 AM

PactSafe is based in Indianapolis, Indiana; which despite the NCAA Final Four arriving in town this weekend, is not the most popular place to be thanks to the actions of some very short sighted people in our state legislature and, of course, our single-term governor Mike Pence. SB101 / RFRA was an ill-conceived piece of unnecessary legislation at best, and at worst it was part of an agenda driven by intolerance - a principle that not a single Hoosier I know adheres to.

I've spent nearly my entire life in Indiana. I left twice for college education, and returned both times to start a family and build multiple business ventures here. I've rarely witnessed acts of discrimination here by businesses, and certainly no more frequently than anywhere else. That's part of why I'm here - and why Pactsafe is here - its a great place to live, with great people, and an awesome place to build a business.

SB101 / RFRA does not represent the people or businesses of Indiana - at least not the ones I know. Its bad for Indiana's people, its reputation and its business community.

PactSafe is opposed to SB101/RFRA and is committed to promoting diversity among our team and our customers. We will never, ever, discriminate against anyone for any reason. Despite this moronic piece of legislation, I'm pretty sure most Indiana businesses feel the same way.


Brian Powers
CEO, PactSafe, Inc.

Topics: Pactsafe
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Be careful changing your website legal terms

By Brian Powers on Mar 25, 2015 1:29:22 PM

Website legal agreements, such as Term of Use or Terms of Service, typically need to be revised and updated from time to time in order to add new provisions or adapt to new laws. Often times, a website operator will simply publish a change to those terms without thinking through the update process. This can lead to disaster - i.e. - to the updated terms being considered unenforceable in the event of a lawsuit.  In the case of Rodman v. Safeway Inc. this resulted in a 42 million dollar judgement against Safeway...ouch.  Read along to understand what happened to Safeway and how you can prevent this same thing from happening to your business.

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Eric Prugh Joins Indy-based PactSafe, Inc. as Chief Operating Officer

By Brian Powers on Mar 3, 2015 3:00:59 AM


Experienced Business Developer Joins Software Startup to Manage Operations, Strategy, Client Support and Marketing

INDIANAPOLIS – March 3, 2015 – Software startup PactSafe, Inc. announced today that former ExactTarget product & consulting leader Eric Prugh has joined the company as Chief Operating Officer. Prugh is now responsible for all customer-facing activity and operations including product strategy, customer support, sales, and marketing. Launched on February 2nd, PactSafe™ is a cloud-based digital contracting platform that manages, tracks, and certifies companies’ digital legal agreements such as their Terms of Use, Terms & Conditions and Privacy Policy.

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Not All Clickwrap Agreements Are Created Equal

By Brian Powers on Feb 18, 2015 4:52:36 PM

Think click wrap agreements are enforceable by just slapping some legal terms into a form? Think again!

We've covered clickwrap best practices on this blog before, and covered lots of cases where good clickwrap agreements have been found enforceable. A recent decision published in Illinois Federal Court illustrates just how tricky it can be to create a clickwrap agreement that will hold up in court (and if it doesn't hold up in court - what good is it?)

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PactSafe Nominated for Two 2015 Techpoint Mira Awards

By Brian Powers on Feb 9, 2015 5:13:58 PM

We are excited and honored to be nominated for not one, but TWO 2015 TechPoint Mira Awards: Tech Innovation of the Year and Tech StartUp of the Year. Sweet!

Topics: Pactsafe
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PactSafe™ Launches Today – New Cloud-based Software Effectively Manages, Tracks, Deploys and Enforces Digital Legal Agreements

By Brian Powers on Feb 2, 2015 4:00:04 AM


PactSafe™ Launches Today – New Cloud-based Software Effectively Manages, Tracks, Deploys and Enforces Digital Legal Agreements

INDIANAPOLIS – February 2, 2015 – Officially launching today, PactSafe™ is a new cloud-based contract management application which allows companies and their legal counsel to manage, track, deploy and enforce online legal agreements such as "Terms of Use", "Terms of Service" and "Privacy Policy.” The PactSafe dashboard organizes a company’s website agreements and then ensures the documents are trackable by version, enforceable, and clearly viewable on the company’s website.

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WeR1 v Cyberlink: Version control is crucial for contract management

By Brian Powers on Jan 26, 2015 3:24:38 PM

A recent case in Wisconsin Federal Court illustrates perfectly the importance of properly tracking versioning in order to increase defensibility of website legal agreements.

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Moretti v. Hertz: Why proof of clickwrap acceptance is crucial

By Brian Powers on Jan 2, 2015 8:08:58 PM

While clickwrap agreements have been widely held to be enforceable by many courts, a new burden of proof has emerged requiring companies to provide proof of acceptance.

Generally, a clickwrap agreement has website users click a box that states “I Accept” when agreeing to a website’s terms and conditions. In the present case, Moretti v. Hertz, the Plaintiff reserved a Hertz rental car from a Hotwire website. Before completing the reservation on Hotwire, Plaintiff was required to accept Hotwire’s Terms of Use. Plaintiff claimed that he was quoted one price and was later charged nearly double the quoted price after returning the vehicle to Hertz. Plaintiff filed suit in California, but Hertz wanted to enforce a forum-selection clause to transfer the case to Delaware. The primary issues for the court to determine include whether the Plaintiff agreed to a forum-selection clause in the clickwrap agreement and if Hotwire has met its burden of proof that Plaintiff agreed to the forum-selection clause contained in the Terms of Use.

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Don't Bury Links to Your Browsewrap if You Want Them to Be Enforceable.

By Brian Powers on Sep 24, 2014 10:39:37 AM

Once again, a court has held ruled that burying the link to a browsewrap agreement (in this case Terms and Conditions) in the footer of a website is an excellent way to render that browsewrap agreement meaningless and unenforceable. The ruling comes from the United States District Court, Eastern District of California. The website in questions is, a website for job-seekers and employers., as part of its case, tries to enforce the browsewrap Terms and Conditions to assert a breach of contract claim.

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Managing Your Website Legal Agreements - Stop Bugging Your Developers!

By Brian Powers on Aug 20, 2014 10:59:58 AM

Whether you are website operator, a SaaS business, of just your everyday Internet consumer, you know that from time to time those pesky legal agreements that show up on websites (like Terms of Service, Terms of Use, Privacy Policies...etc) change from time to time. Internet businesses also add products, add new domain names, acquire new websites - each of those instances (and more) can give rise to the creation and deployment of even more website legal agreements.

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Inconspicuous Browsewrap Agreement Still Not Binding, but Clickwrap Agreement Upheld

By Brian Powers on Aug 6, 2014 8:45:16 PM

There has been little guidance since the Zappo’s opinion back in 2012 regarding the validity of browsewrap and clickwrap agreements and the elements necessary for these agreements to be upheld. Just recently, however, the Northern District of California decided a class action case between the plaintiffs (Tompkins) and the defendants being a personal genetics company, 23andMe, who filed a motion to compel arbitration. The court held that the customers must go through arbitration because 23andMe’s clickwrap agreement containing the terms of service (which included an arbitration provision) was accepted when the customers created accounts or registered their DNA kits with 23andMe. Additionally, the court found that 23andMe‘s browsewrap terms of service agreement did not bind website visitors or customers who only purchased a DNA kit without creating an account or registering a kit.

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Using a Clickwrap Agreement? You better be tracking the facts too!

By Brian Powers on Jul 13, 2014 10:37:37 AM

One way of forming a contract between a website and its users is the so-called "clickwrap" agreement, in which website users manifest their acceptance of the contract by clicking a button or checking a box that states "I agree" or something similar after being presented an agreement. Clicking on a webpage's clickwrap button after receiving notice of the existence of license terms has been held by some courts to manifest an Internet user's assent to terms governing the use of downloadable intangible software.

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Best Practices for Modifying Website Legal Agreements

By Brian Powers on Jun 11, 2014 11:35:00 PM

Modifications of website legal agreements present some complications to the maxim that modifying a contract requires the consent of all parties to the contract. It has been generally accepted that a contract is not enforceable when one party unilaterally changes the terms of a contract or agreement, unless the other party consents before doing so. A common practice is to specify in a website legal agreement that the website owner may modify the agreement at any time, and that continued use of the site constitutes a user’s acceptance of any modifications to the agreement.

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The Zappos Case - The Enforceability of a Browsewrap Terms of Use

By Brian Powers on Jun 3, 2014 10:37:06 PM

One of the most prominent cases that relates to the enforceability of a browsewrap agreement is the, Inc. customer data security breach case. The Zappos case resulted from hackers who breached the security and were able to the access the personal information of the sites customers who had completed purchases from the website. The security breach exposed names, addresses, and phone numbers of the customers. The customers of then brought a class action lawsuit for damages that were a result from the data breach.

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The General Mills Website Legal Terms - A Look Under The Hood.

By Brian Powers on Apr 23, 2014 4:23:34 PM

Over the past week, General Mills, one of the largest food companies in the US, made a controversial update to its website legal terms that purported to prevent its consumers from suing it (rather requiring them to submit disputes via "informal negotiation" or arbitration). After the NY Times published a series of articles about the change, General Mills pulled the new terms due to concerns and misunderstandings expressed by many consumers. The new website legal terms posted by General Mills supposedly were intended to apply to consumers downloading coupons, “joining its online communities,” participating in sweepstakes and other promotions, and interacting with General Mills in a variety of other ways online. General Mills employed a pop-up box on its home page, stating that use of the site would “require all disputes related to the purchase or use of any General Mills product or service to be resolved through binding arbitration.” [FYI - Companies like to require arbitration as a means for settling disputes as a means of preventing class action lawsuits]

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Website Legal Agreements - Most Sites are Doing it Wrong

By Brian Powers on Mar 5, 2013 7:18:40 PM

Website Legal Agreements come in lots of forms - Terms of Use, Service Agreements, Disclaimers...and many more. Nearly every website has some form of legal agreement - which means that most site owners, their developers, and their lawyers realize the importance of using the right website legal agreements.

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Welcome to The PactSafe Blog!

By Brian Powers on Jan 24, 2013 4:03:41 PM

PactSafe is redefining the way website legal agreements are implemented on sites, managed by site owners...and lots more. During our initial development, and continuing on after our launch, we'll be blogging here about lots of stuff, including:

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