Crove Review – Making Legal Documents Accessible for everyone

Crove Review - Making Legal Documents Accessible for everyone

Legal documents, something many struggle with, not only because it’s time consuming, but it’s also difficult. With today’s product showcase, you don’t have to struggle anymore. Today’s product showcase is Crove a platform helping and managing you with your contracts and legal documents. Not only does Crove have prebuilt templates, you can even automate the process around your documents. So without further Ado, let’s dive into Crove and build a contract.

We are now inside Crove, the platform where we can build legal documents. It’s a very simple platform right now, but it has all we need in order to build the documents. First off, we have my templates and this is not actual contracts. It is templates. In order to see our contract, we need to go over here and then you can see the documents that I have built right now.

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    1. Features of Crove
    2. Crove pricing
    3. Alternatives to Crove
    4. Future of Crove
    5. Pros & Cons using Crove
    6. My experience using Crove

    Features of Crove

    I can then click on it to see this specific document. I can see the name of the employer. I can see the address and I can see the country and so on. You can see the different steps out here. Now, the first issue I want to mention here is that as soon as you finalise the contract, you can’t edit it anymore.

    And I think that’s a bit of a problem because imagine that you build a contract, you sign it and you give it to your employee and your employee has some things that the person wants to change. Then you can’t really go back and change it. You have to build a new contract from scratch. It would be a nice add on that we could edit it before both parts have signed.

    I completely understand that you should not be able to edit a contract that has been signed by both parts, but until both parts have signed, I think you should be able to edit the contract. But now let’s go back to the dashboard here because what I want to show you is the template gallery in here we have three different categories. We have HR, HR letters and legal. In these areas, we have different types of contracts that we can build. So what I want to do now is I want to build an NDA.

    So what I do is that I click on the template here, and then it copies the template into my local template Gallery. What I then have to do is that I basically have to fill out all of these fields the day of the agreement. Let’s say the 20 November 2021. And let’s say Copenhagen because that’s where I am right now. We’ll then press next, and then we have to fill out the next name of organisation, the address, the disclosing party representative and the state.

    And on the third step here, it’s the receiving party. So here I will enter the information of who it is that has to sign, which is not from the company I am representing. Now see, two of these fields are really confusing me. The first one is called father of Receiving Party and the second one age of receiving party. Often when you build an NDA, you send it to a company.

    This company doesn’t necessarily have an age. I feel that’s very irrelevant for this NDA that I’m building. So I would actually really like to be able to customise my own fields, but I will show you how you can do that later on. But for now I just entered these information and I’ll then press next. And here we need to enter the information of two witnesses who needs to see when this document is signed.

    Now we have filled everything out and I’ll then press submit. It is now building the contract. And what you will see just in a moment is the actual contract ready to be signed. You can see here that it was submitted successfully and we can now download it as a PDF. And here you can see the contract build out.

    Right now you can see it’s on seven pages and we did not fill information out for seven pages, but that’s because Crove automatically builds the contract for us. And the only variables that there are in this contract is what we need to fill out and all of this information you see on these different pages. I will show you how you can change those just in a moment. But right now we have the entire NDA here. What we then need to do is we need to print it out and then manually sign it.

    There are some contracts you can sign within Crove, but the NDA you cannot sign within Crove. You can also view the document within Crove by clicking on View document, and then you can see your entire document here. But now what I want to show you is that you can press edit up here and then you can still edit this specific template. And in here you can see that all of the yellow fields here. This is our variables that we fill out.

    So basically by adding all of these different fields, you can build your own template with the information you need them to fill out. You can also change the actual content here. If you do want to add text, if you want to remove text, it’s just not relevant for the case of your NDA, this is possible for all of the different templates. All of these templates are just pre built from Crove. So you’re sure you get a standpoint where you actually have a legal binding contract, but other than that, you can see we can change the font up here.

    We can customise the colours, we can change the font size a bit, and then we can add some images, tables, and I think that’s about it. Over here we have, of course, our variable settings. If I click on a variable here, we can see that this is called Father of Receiving Party. We can choose the variable type whether it should be a text, an underline, or a checkbox.

    Then we can choose some different settings for the variable. And when we do not click on a variable, you can see we have all of our different variables out here, and then I can basically go in and edit the different ones. Now we can also work with expressions. We can work with the page settings overall, of course, I need to choose the page here, and then we can set up conditions and table settings.

    As I just showed you. Over here, you can see where it is that the page breaks and this is an estimation. And overall that’s about it. You can see we can then save our changes here and then go back to the form where it is that we fill out the information. So you can see here we can actually build the entire form, which is where we receive the information. So here I can press duplicate on this one and then go down to the plus section and paste in the section.

    And you can see we now have two sections. This means that you can really build out your templates to match your need on the point. You can add as many fields as you want to just remember to unique name all of your fields. So when you have to add them into your actual contract, the template, you can uniquely find them and add them in your contract in the text. Other than that, you can just add extra sections out here if you want to with extra information.

    Personally, I would go in here and I would remove those two questions I was in doubt or at least rewrite them. So they make sense for me the next time I need to use this template. Other than that, it looks great. And this is what’s so great about this editor and about the templates. You can reuse these.

    So let’s say the next time you need an NDA, you basically just go in use the same template. Maybe you change it a little bit to match the style of the situation that you’re in at the moment, and then you send out the NDA to be signed. Now I just want to show you how it looks when it is that you can actually sign within Crove. So what we have here is an employer agreement. And what you can see except for the fields here is the employee esign.

    You can choose here to either upload the actual signature or you can just draw your signature right here. So I will just write my name or at least an abbreviation of it, and then I press done. And then basically it takes a photo of my contract and insert into the contract. Of course, this is only for me. I still need the signature of the employee, which this agreement is sent to, but this means that I can sign within Crove and I don’t have to print it out sign it, scan it in again, send it to the employer.

    So this really saves me a lot of time. Other than that, it is the same as you just saw before where we fill out the fields and then we get a contract in the end that we can send out to our employer. And when you want to send this out to your employee, you basically just click share up here and then you can choose whether it should be publicly fillable. This means that if there are some information you need from the employee, you can make it public fillable, and then they can fill out the rest of the information.

    Otherwise you just enter the email right here, and then you press share, and then they will receive the contract.

    They can go in, and they can read it through. And if they agree, then they can sign it. The last point I want to show you is integrations, because you can integrate Crove with Zapier, Pabbly and many more elements here. You can even make your own API or Webhook integration to Crove, and this is often if you want to completely automate the process of a contract being built. So let’s say you have a template in your template Gallery.

    You have it made out. It just needs information like the name of the employee, the address and maybe the country as well. Then you can say something like let’s say that in Zapier you have a flow, whereas when an employee is added to a CRM system or to your Slack or something similar, automatically a webhook should be generated to Crove, a contract should be made, and the contract should be sent out to the employee. Then you have a completely automated process of sending contracts out to your employees without you having to lift a finger.

    This is what is so great about integrations and automating the process around your legal documents and contracts.

    It can also be that you want to send an NDA to a possible partner. This can also be done via integrations. It might be that you have a flow in Zapier something like every time an email is sent to this specific email, then send an NDA to this email over here, and then you have also automated that process without you having to sign into Crove build the NDA and then manually send it out. The possibilities are endless when it comes to integrations and automations.

    Crove pricing

    When we take a look at the pricing structure of Crove, don’t be confused by the amount of plants that Crove offers when we deep dive into the plans it is only the amount of documents that they differ on. Of course, if you take the cheap plans, you do not get the automation around your documents, but what you will also notice is that you can get started completely free testing out Crove.

    Alternatives to Crove

    Now the alternative to Crove are DocuSign and FormStack. Now the main differences between these is the amount of features and the design.

    The alternatives are way ahead of Crove at the moment because they have just had more time to develop their products, build better designs, and overall, all of the help that they offer within their products are just outstanding. One thing I really want to see Crove work on is the UX and the help because as you just saw when we fill out a form, and we build a contract, it’s just not enough help. Often we have to guess what the different fields are and a product in this industry, we just need more help to build contracts.

    Future of Crove

    When we take a look at the future of Crove, there are three main elements I want you to notice. First off is the Word integration. You will be able to import and export Word integrations between Word and Crove. This will make it easier for you to edit and work with your contracts. Furthermore, they are working on a better user onboarding flow.

    This I really hope that they will add more help text because when I’m building contracts within Crove, I’m really missing help text to help and guide me through the contract build. Last, but not least they’re working on customisation so we can customise our contracts to better fit our brand and our needs and maybe tweak the wording, but also tweak the font, the colours and the overall design of the contract.

    Pros & Cons using Crove

    Moving on to the pros and cons of Crove. Starting with the pros, they have a template library. You get online signature and then you get integrations. Whereas for the cons, the contract building flow is not user friendly. I can’t edit a contract before it’s signed.

    My experience using Crove

    I was so excited when I found Crove. Finally, a platform with a template library helping me with legal documents, which is a jungle for me. It’s definitely an interesting product, but they still have work to do. Overall, I will give Crove three stars. Their product is solving a serious problem.

    However, they really need to work on their UX and bring more help into their app. But yeah, that is my review of Crove. I hope that you liked the video and if you did, please give it a thumbs up. If you have any questions to Crove or other products you would like me to review, please leave a comment down below. Thank you so much for watching.

    Let’s catch up on the next one.

    Posted by
    Phillip Stemann

    I have been in the software industry for 10+ years, and I’ve gathered a ton of experience I’m sharing with you. I test out tools each week and share my findings with you, for you to easily choose the right software for your needs. I have so far reviews many types of software and even built software myself, it’s a huge passion for me.