- The tool was bought, the team still works in spreadsheets.
- Only a few features are really used.
- Configuration came before the work was described.
A step comes at the wrong moment.
2022 · European B2B services group · 4 lawyers · 2,500 contracts a year
The company had looked at three CLMs. Cost, timeline and complexity were out of proportion with its first needs, and each required rebuilding the whole process. “We don’t want to buy a more sophisticated problem than the one we are trying to solve,” said the general counsel. A standard contract took 22 days, and 45% of requests came by email.
We built the useful minimum in Microsoft 365: request form, generation from a template, approval based on the answers, DocuSign signature and archiving. Sensitive clauses are still approved by a lawyer. Over nine months, the standard contract cycle went from 22 to 8.7 days, and 58% of standard contracts are generated straight from the flow.
A purchased tool changes nothing until the work it is meant to carry is organised. The workflow comes first, the tool second. Sometimes the one you already have is enough.
Workflow described before choosing the tool, set-up on real cases, adoption followed after go-live.
Does this sound like your situation?
One hour to look at how it works on your side, with no commitment.
Let’s look at this in your organisation