Legacy contracts modernized with an AI-powered CLM on Salesforce.
reduction in contract creation time
contract types supported end to end
An enterprise organization migrating from legacy contract management systems to Salesforce CLM, with years of historical contract data to preserve.
Contract creation, negotiation, and renewal ran across disconnected legacy tools. Years of paper-based contracts held obligations nobody could search or act on, and renewals were tracked manually, risking missed revenue.
10+ contract type workflows
Type-specific templates and approval rules across the full contract portfolio.
Single-click generation
Automated document generation, e-signature routing, and approval workflows.
AI-powered legacy processing
AI extraction of terms, dates, and obligations from paper-based legacy contracts into structured Salesforce data.
Advanced template authoring
Sophisticated contract template creation and negotiation workflows.
DocuSign integration
Seamless e-signature built into the contract lifecycle.
Legacy data migration
Migration preserving years of contract history and relationships.
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