Three practices working as one system.
Process Development
Build the rails contracts move on.
Process building for your org on how agreements should be templatized, submitted for review, and executed. We start with how your team works — not what a vendor's documentation says — and build a system around it.
Includes CLM vendor selection and implementation, integration with tools like Salesforce, Zip, and Ramp, and training your team so the new system gets used, not ignored.
- Process MappingCurrent-state workflows documented end-to-end
- Intake Form DesignForms business teams will fill out
- Template LibraryReusable agreements, dynamic clauses
- Approval ChainsRouting that doesn't get stuck
- CLM Vendor SelectionRight platform, right reasons
- IntegrationsSalesforce, Zip, Ramp, and more
- End-User TrainingLive sessions + searchable runbooks
Contract Lifecycle Management
Turn your CLM from a graveyard into a system.
We help legal teams design, implement, and optimize contract processes that reduce manual work and keep agreements moving.
From intake forms, templates, approvals, and e-signature workflows to repository structure, metadata, reporting, and integrations — we build practical systems around how your business operates.
Whether you're launching a new CLM platform or fixing an implementation that has stalled, we help turn the technology into a process your legal team and business stakeholders will use.
- Intake & RoutingForm design, conditional logic
- Templates & ClausesVersioned, fallback-aware
- Approval WorkflowsMulti-stage, parallel where it makes sense
- E-SignatureDocuSign / AdobeSign integration
- Repository & MetadataSearchable, structured
- Reporting DashboardsKPIs that drive decisions
- Stalled RescueTriage and full-platform relaunch
- Cross-Functional AdoptionSales, procurement, finance buy-in
AI Contract Review & Negotiation
AI that redlines to your team's playbook — consistently, on every contract.
We help legal teams evaluate, configure, and deploy AI-powered contract review and redlining solutions that accelerate negotiations without sacrificing consistency or control.
This includes building playbooks, testing outputs, refining fallback positions, and integrating the technology into your team's existing review process.
We also help connect review workflows with signature, storage, and contract data management so agreements move smoothly from first draft through execution and repository.
- AI Vendor POCsReal contracts, real comparisons
- ScorecardsAccuracy, speed, consistency, cost
- Playbook ConstructionYour positions, codified
- Fallback LibraryTiered concessions, when to use what
- Output TestingIterative tuning until trustworthy
- Workflow IntegrationLives inside your existing review process
- Signature & Repo HandoffEnd-to-end connected
- Team EnablementLawyers trained on the system