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Corporate / M&A Legal
Contract Management
High-stakes engagements requiring expert coordination, evidence management, and structured decision paths.
Example organizations in this space:
Conga
Icertis
Ironclad
DocuSign CLM
This interactive experience is the shipped product itself — the same application code customers run in production, mounted read-only in your browser over a real sample journey. Not a video, not a mockup: because the demo and the product are one codebase, it can never drift from the real thing.
Inside this journey
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Pre-Sales
Qualify and diagnose before investing in a full evaluation cycle.
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Qualification
Confirm budget window, decision authority, procurement constraints, and timeline so pre-sales effort focuses on enterprise readiness.
Qualification Questions
Procurement and contracting constraints — a quick readiness check
- Are there procurement or contracting policies that will shape vendor selection or engagement (required clauses, approved vendor lists, mandatory security or privacy reviews)? Please summarize.
- Do you need to run a formal procurement process for this purchase?
Budget — help us understand the investment window
- Is there an allocated budget range for a contract lifecycle management initiative?
- Which commercial model do you expect to prefer for software and migration services?
Decision authority and influencing stakeholders
- Who will make the final purchasing decision for a platform like this?
- Who else will materially influence the decision (select all that apply)?
Timeline and go-live constraints
- What is your target timeframe for an initial pilot or production rollout?
- Are there fixed deadlines driving the timing (contract renewals, audits, executive mandates)? If yes, please name the date or event.
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Enterprise Discovery
Map the buyer's contract landscape, lost-or-missing agreements, renewal risks, stakeholders, integrations, and measurable success criteria.
Discovery Questions
A quick starting snapshot
- To open, how many active, executed commercial agreements does your team currently manage?
- Which agreement types make up the largest portion of your portfolio, choose up to three?
- Describe the last time a missed deadline or hidden clause cost your company materially, what happened and who noticed first?
- How often does your legal team receive urgent requests to find an executed agreement in the last 6 months?
- Who on your team currently owns the contract repository and can grant access?
- Could a missing inventory of executed agreements prevent you from engaging in a pilot?
Map the contract terrain that matters
- If 30 percent of your executed agreements were missing tomorrow, what would break first for your business?
- Please estimate how many agreements in your portfolio include auto-renewal clauses you would want to manage proactively.
- Identify the primary systems where contract metadata needs to flow, select all that apply.
- Which document formats and storage locations hold most executed contracts today?
- How many signed amendments or side letters do you typically process in a month?
- What single repository limitation would make you stop a migration effort immediately?
Where things break and why it matters
- Imagine an audit asks for all executed third-party vendor agreements with data transfer clauses, how confident are you you can deliver within 72 hours?
- Name the three most frequent contract search queries your team runs, and which of those return unreliable results.
- When contract data is wrong, what downstream process suffers first, procurement approvals, renewals, billing, or compliance?
- Share a recent example when a renewal alert failed to surface, and what the financial or operational consequence was.
- What specific failure in your current setup would make you insist on a pilot before any purchase?
Who holds the keys and how decisions get made
- Who ultimately signs off on a go-live for a new contract system, and what would make that person refuse approval?
- List other stakeholders whose day-to-day work would change, and rate how likely they are to adopt a new process.
- Would procurement, finance, and IT be willing to assign a named owner to the migration? If not, why?
- Estimate how many full-time equivalents the project sponsor can commit during the eight to twelve week migration window.
- If your executive sponsor withdrew support mid-project, what contingency would you use to keep the timeline?
Systems, data, and the windows that matter
- Assuming we must connect to your CRM, ERP, and procurement endpoints, which of those have public APIs and an internal owner who can support integration?
- Confirm which of these file types make up at least 70 percent of your stored contracts.
- Have you centralized signed copies, or are originals scattered across business units and personal drives?
- Name the person or role who owns permission to extract contract text, and state the typical approval lead time.
- Point to the one data gap that would stop the pilot from proving value.
The other options you're weighing
- Suppose your current vendor delivered perfect extraction and renewal alerts, what would still push you to change vendors?
- Select the alternatives on the table today, choose all that apply.
- Describe what would have to be true about your current approach for you to decide to stay with it rather than change.
- Identify who internally has proposed a build-it-ourselves route, and what budget or timeline they proposed.
- State the budget range reserved for this transformation this fiscal year.
- Would concerns about vendor lock-in be a decisive reason to stay or switch?
What success has to look like to get a yes
- Define the measurable improvement this project must deliver inside six months for your CFO or CPO to call it a win.
- List the top three KPIs you will use to evaluate the pilot, and the target values for each.
- Explain how you will validate AI extraction accuracy during the pilot, and who signs off on the tolerance threshold.
- Point out the acceptance criteria that, if unmet, would stop the purchase regardless of other results.
- Assuming the pilot meets targets, what internal approvals are needed to sign within two weeks?
Practical roadblocks and timing
- Flag any regulatory or compliance approvals that could delay configuration or data migration beyond your target launch window.
- Estimate how long security and legal reviews take on average for tooling integrations, in business days.
- Tell us which internal team must perform the final data cleansing and who will own that work.
- Do you anticipate any vendor contracts or NDAs that must be signed before we can access sample agreements?
- Indicate the single timing constraint that would force you to postpone the pilot beyond the proposed window.
Pilot design and the evidence we need
- Imagine a pilot that proves 95 percent obligation extraction and reduces renewal misses, what would you do next?
- Provide the count of representative agreements you can reasonably supply for the pilot, and list the contract types.
- Select the business unit that should run the pilot to give a defensible test of migration, templates, and workflows.
- Outline the acceptance test you'll run on extraction accuracy, workflow throughput, and renewal alerts.
- State who signs the acceptance report at pilot end, and what happens if criteria are not met.
Making this real, next steps and owners
- Pinpoint the contractual or executive risk that would make you pause the project right now.
- Choose the communication channel you would use to maintain a shared issue and enhancement list with named owners.
- Propose a cadence for joint reviews after go-live to measure outcomes against success criteria.
- Can you commit to a named executive sponsor and a migration owner before pilot start?
- Provide the earliest date or timeframe your team could sign a SOW and begin migration.
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Solution Experience
Translate the buyer's diagnosed needs into a shared vision of how the platform centralizes contracts, automates drafting, and surface obligations to reduce renewal and compliance risk.
Solution Experience
- Solution Experience — Contracts & Renewal Risk
- Confirm the current state and its cost to your team
- You confirm the current_state statement and the financial, audit, and operational consequences it creates.
- Provide a representative sample set of executed vendor agreements covering renewals, high-variability templates, and common negotiation friction points.
- You confirm the demonstrated end-to-end scenario eliminates the specific missed-renewal and missing-contract failure modes you described.
- Run a representative contract scenario end-to-end
- Deliver a configured POC workspace loaded with the provided sample agreements and initial clause library mapping within 5 business days of sample delivery.
- Demonstrate drafting and workflow automation on the same scenario
- You agree the POC acceptance criteria and sample set required to validate extraction accuracy, workflow speed, and renewal alerting.
- Confirm the buying committee members, decision criteria, and target extraction accuracy for POC acceptance.
- Validate the future state with direct confirmation
- Run an initial AI extraction on the sample set and deliver an extraction accuracy report before the POC validation session.
- You identify any remaining concerns that must be addressed before moving to a configured POC.
- Agree the acceptance evidence required for a POC
- Solution Experience — Contracts & Renewal Risk
- Solution Experience Deck
- Solution Brief — Contracts and Renewal Risk
- meeting
- slides
- document
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Solution Scope
Define the modules (repository, clause library, extraction, workflows, integrations), responsibilities, migration boundaries, and acceptance criteria.
Scope Configuration
- Migrate legacy contract repository (documents and metadata)
- Ingest and OCR scanned agreements
- Extract key terms and obligations into structured data
- Activate clause library and template repository
- Configure automated clause-based drafting
- Configure approval workflows and escalation SLAs
- Enable e-signature and execution workflows
- Integrate with source CRM
- Integrate with current ERP
- Integrate with procurement system
- Configure renewal and expiration alerting
- Configure portfolio analytics and dashboards
- Provision users, roles, and permissions and onboard users
- Configure data exports for BI and reporting
Scope Questions
Migrate legacy contract repository (documents and metadata)
- How many executed contract documents need to be migrated into the platform (count or bucket)?
- Which storage locations currently contain the contracts you want migrated (pick all that apply)?
- Do source files include scanned PDFs, image-only PDFs, or non-searchable formats that will require OCR?
- List the metadata fields you require preserved on each migrated contract (for example contract ID, effective date, counterparty legal name, renewal clause page).
- By what migration completeness threshold will you accept the repository migration (documents migrated and mandatory metadata populated)?
- Who on your team will own verification of migrated records and provide final sign-off for repository acceptance?
Ingest and OCR scanned agreements
- How many scanned images or image-only PDFs are expected in the initial ingestion batch?
- Which scan quality levels do your files typically have (for example 200 dpi grayscale, 300 dpi color, multi-page TIFF)?
- Do you require preservation of original scanned image files alongside OCR text for audit purposes?
- Indicate any language coverage needed for OCR beyond English (for example Spanish, French, German).
- Which post-OCR validation steps do you expect (for example manual QC by legal, sampling rate, automated confidence threshold)?
- Specify any regulatory or retention constraints on scanned originals (for example retention period, audit trail requirements).
Extract key terms and obligations into structured data
- How many distinct term types do you need extracted as structured fields (examples: effective date, termination for convenience clause, renewal notice period, payment terms)?
- Which agreement types will be used for proof of concept extraction (for example NDAs, master services agreements, statements of work, purchase orders)?
- Do you require obligation extraction tied to a contractual party (for example vendor obligations vs customer obligations) and party identifier mapping?
- What extraction accuracy threshold will you accept on representative executed agreements for go/no-go (state precision/recall or first-pass accuracy)?
- Which attributes must be captured in structured form for renewals and notices (for example notice period in days, notification delivery method, contractual notice address field)?
- Who will serve as the subject-matter owner for labeling and validation of extracted obligations during the POC?
Activate clause library and template repository
- How many clause templates do you plan to import into the clause library initially?
- Which clause categories are highest priority to activate first (for example indemnity, confidentiality, service levels, payment terms)?
- Do you require versioning and approval workflow for each clause and template before they become available to drafters?
- Describe any naming or ID conventions your legal team uses for clause identifiers or template IDs that must be preserved.
- Which stakeholders must be able to request new clause variants or edits through the library (for example commercial, privacy, finance)?
- Are there regulatory or industry-standard clause texts you require included or locked (for example data processing terms required by specific regulations)?
Configure automated clause-based drafting
- Which templates will drive clause-based drafting for common transactions (for example standard sales agreement, reseller agreement, SOW)?
- Will drafting rules include conditional logic tied to metadata fields (for example revenue threshold, customer type, region)?
- List the decision inputs that should trigger specific clause variants (for example contract value, presence of third-party subprocessor, delivery method).
- Which stakeholders must be able to edit the drafting rules after go-live and how should those changes be tracked?
- Specify any templating features required such as optional clauses, clause-level approvals, or dynamic variables linked to CRM deal fields.
- How will you measure success for automated drafting during pilot (for example reduction in drafting time, decrease in manual edits per contract)?
Configure approval workflows and escalation SLAs
- Which approval flows must be modeled (for example legal review, commercial approval, finance sign-off for discounts)?
- How many approval tiers do your typical agreements require (for example 1: legal only, 2: legal + commercial, 3+: legal + commercial + executive)?
- What escalation SLAs do you require for stuck approvals (for example escalate to manager after 48 hours, auto-escalate to director after 5 business days)?
- Are there conditional approval rules based on contract value, counterparty risk rating, or special terms that change approvers?
- Identify the notification channels your team prefers for approval alerts (for example email, in-platform notification, webhook to ticketing system).
- Who will be the owner responsible for maintaining the approval matrix and SLA definitions after deployment?
Enable e-signature and execution workflows
- Which document types should be routable for e-signature in the initial rollout (for example NDAs, SOWs, MSAs)?
- Do you require multi-signer, sequential, or parallel signing flows for execution?
- Will you need signature authentication methods beyond email (for example SMS OTP, organization ID)?
- Specify your retention and audit trail requirements for executed agreements (for example retained original PDF, signer IP address, timestamp granularity).
- Which internal approvers or roles must be automatically notified upon execution completion?
- Are there external counterparty constraints for execution we should model (for example signature by authorized legal representative or PO number required before signing)?
Integrate with source CRM
- How many CRM objects need two-way sync with the platform (for example deal records, account records, contact records)?
- Which CRM fields must map into contract metadata (for example opportunity value, account industry, sales owner)?
- Do you require real-time sync from CRM to platform or periodic batch updates for contract metadata?
- What connector coverage and sync SLA will you require to accept CRM integration at go-live (for example all deal-to-contract links present, <5-minute sync lag)?
- Which internal teams must have the ability to link contract records to CRM opportunities (for example sales operations, legal, contract admin)?
- Are there CRM-side security constraints we should model such as field-level encryption or restricted API user accounts?
Integrate with current ERP
- Which ERP objects are relevant for contract integration (for example vendor master, purchase orders, billing accounts)?
- Will contract data need to update ERP fields automatically (for example auto-create PO, update vendor terms)?
- Which ERP field mappings are mandatory at cutover (for example contract number to vendor record, renewal date to payment terms field)?
- Are there transaction volume expectations for ERP sync during peak cycles (for example monthly billing run) that affect integration design?
- List any compliance or audit controls required for ERP writes (for example change history, user ID on updates).
- Which internal ERP owner will approve connector configuration and provide test data during integration validation?
Integrate with procurement system
- Which procurement artifacts must link to contracts (for example purchase orders, supplier onboarding records, procurement ticket IDs)?
- Do procurement workflows need contract status awareness (for example block PO issuance until contract executed)?
- Which procurement system events should trigger contract workflows (for example new PO, amendment request, supplier change)?
- Are there specific procurement approval thresholds that should map to contract approval routing (for example value-based approvers)?
- Specify any procurement identifier formats we must preserve (for example PO number format, supplier ID pattern).
- Who in procurement will own post-integration validation of supplier links and purchase order reconciliation?
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Solution Evaluation
Run a POC with representative agreements to validate AI extraction accuracy, workflow speed, template configuration, and renewal alerting against buyer acceptance criteria.
- stakeholders
- gaps
- success_criteria
- desired_state
- decision_readiness
- current_state
- current_state
- stakeholders
- decision_readiness
- desired_state
- success_criteria
- gaps
- current_state
- stakeholders
- gaps
- decision_readiness
- decision_readiness
- decision_readiness
- decision_readiness
- decision_readiness
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Mutual Commit
Finalize commercial and legal terms, data-access permissions, SOW milestones for migration, and formal acceptance criteria.
Agreement Modules
- Order Form (Subscription)
- Master Services Agreement (MSA)
- Statement of Work (SOW) — Migration Services
- Data Processing Agreement (DPA)
- Service Level Agreement (SLA)
- Acceptance Criteria & Completion Certificate
- Change Order Agreement
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Deployment
Lock readiness facts and configuration values before execution begins.
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Pre-Deployment Readiness
Confirm concrete readiness facts — environments, data owners, sample datasets, access windows, and go-live constraints before configuration work begins.
Pre-Deployment Questions
Environment and site access
- Is the production environment available for configuration now, or will it be available on a known date? (so we can schedule configuration and cutover)
- If production is not available now, what is the target availability date? (enter a calendar date so we can finalize the schedule)
- Which integration endpoint categories are in-scope for this rollout? (select all that apply; this defines engineering and access needs)
Data and configuration
- Which system will serve as the source of truth for contract metadata to be migrated? (name the system or enter 'No single source')
- Is a representative sample dataset of executed agreements ready and approved for the POC/migration? (we need a vetted sample to validate extraction and mapping)
- If the sample dataset is ready or will be ready, who is the dataset owner (name and role) and what date can they hand off the files? (we will coordinate secure transfer)
- Has the field-mapping approach (which source fields map to which platform fields) been decided, and who is the owner for mapping decisions? (this prevents rework during migration)
People and ownership
- Primary deployment contact at the buyer (name and role). This person will be the single point of contact for scheduling, approvals, and escalations.
- Named owner for data migration (name and role). This owner will approve sample datasets and validate migrated records.
- Named owner for integrations/engineering (name and role). This owner will coordinate access, API keys, and engineering windows with your IT team.
Timing and constraints
- Are there production blackout windows or scheduled maintenance windows that restrict cutover or integration work? (list recurring windows or date ranges below)
- If there are blackout windows or date constraints, list the exact dates or recurring windows and the local timezone. (so we can plan cutover windows and rollback options)
- Is legal/compliance/data-security approval for configuration and data access completed?
- If approval is granted or in progress, provide the approver's name, role, and the approval date or target date. (this confirms we can proceed with data access and configuration)
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Configuration Details
Lock exact configuration values the deployment team will use — field mappings, API credentials, user roles, and migration cutover steps.
Configuration Details
Environments & Endpoints
- Production instance subdomain (enter subdomain only — format guidance: enter the subdomain portion that will form <subdomain>.platform-domain.com; this exact string will be written into the production instance configuration)
- Deployment region for the production instance (Default is US — this selects the data residency and deployment template consumed by the build)
Options & Integrations
- Select feature modules to enable at configuration (the deployment will enable only the selected modules)
- Authentication method for user login (Default is SAML-based IdP — the selected method determines which identity settings the build writes)
- Source CRM integration identifier (enter the connected-app client ID or integration user name exactly as it appears in your CRM; do NOT paste any secret or client secret here — this identifier is written into the integration config)
- Credential owner for integration secrets (enter Name and email in the format: Name <[email protected]>; deployment will request secrets from this owner via the selected exchange channel)
- Secrets exchange channel for integration credentials (select one — pick the secure channel your organization will use to deliver secrets at kickoff; deployment will not accept secrets via this questionnaire)
Mappings & Cutover
- Target platform field name for the migrated contract identifier (enter the exact label the platform should use for the primary contract ID field — this string is written verbatim into the field mapping)
- Planned production cutover date (format: YYYY-MM-DD — the migration scheduler will use this date to plan the final cutover window)
- Maximum migration batch size (number of agreements per migration job — Default is 500; enter a whole number)
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Deployment
Execute migration, integrations, template and workflow configuration, pilot rollout, and handoffs with named owners and milestone tracking.
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Success
Measure outcomes against success criteria, run recurring reviews, and maintain a shared channel for issues and enhancement requests.
Success Reviews
- Go-live health check
- First measurement review
- Acceptance gate review
- Quarterly operational review
- Annual realization review
Issues & Enhancements
- Open prioritized enhancement tickets with acceptance criteria and estimated delivery quarters.
- Publish the acceptance decision and attach the evidence package for each criterion.
- Execute the incumbent decommission or read-only archiving steps and confirm when the old system is inaccessible for active work.
- Open remediation workflows with deadlines for any conditional acceptance items and schedule a validation checkpoint.
- KPI trends and exceptions
- KPIs for adoption and renewal alerting are reviewed and have a clear set of next actions for underperforming areas.
- Top enhancement requests are prioritized with owners and target delivery windows.
- Critical operational blockers have assigned resolution plans and dates.
- Re-confirm success criteria and owners
- Schedule required integration maintenance or data reconciliation during non-peak windows.
- Deliver a short adoption playbook for low-activity user cohorts to increase weekly active user rates.
- 12-month outcomes vs targets
- Confirm the platform delivered the committed outcomes for average contract cycle time and renewal-risk reduction, documented with evidence.
- A prioritized roadmap for the next 12 months is agreed with named owners and delivery windows.
- Ongoing governance, reporting cadence, and escalation paths are confirmed.
- Publish the annual value report including metric baselines, outcomes, and financial impact.
- Finalize and publish the prioritized 12-month enhancement roadmap with owners and target dates.
- Confirm calendar invites for the next year's quarterly operational reviews and assign governance leads.
- All critical deployment and migration items are validated or have a remediation plan with timelines.
- Early adoption blockers are identified and prioritized for immediate action.
- Owners for any open issues are named and next touchpoints scheduled.
- Publish a short go-live validation checklist with status for each item.
- Provide a sample dataset and log extracts for any failed migration records for engineering analysis.
- Schedule a targeted user onboarding refresh session for groups with low initial activity.
- Present first measurement data vs targets
- Clear understanding of current performance vs Solution Evaluation targets for average contract cycle time and AI extraction accuracy.
- A prioritized remediation plan with owners and completion dates to address the top two gaps.
- Agreement on readiness path and date for the acceptance gate meeting.
- Create a remediation ticket list that includes the root cause, steps to resolve, test cases, and target completion dates.
- Deliver a short dataset of before/after examples showing extraction fixes once changes are applied.
- Update the acceptance gate readiness checklist and circulate to all named owners.
- Restate acceptance criteria and numeric targets
- Formal acceptance decision recorded for each numeric acceptance criterion with named signatory where required.
- Incumbent system decommissioning or read-only retention plan is confirmed and migration/archival state is documented.
- Remediation items for any failed criteria are documented with owners and fixed completion dates.
- Open issue burn-down and critical blockers
- Business value realized and evidence
- Present outcome data against each criterion
- Root-cause diagnosis for any gaps
- Deployment and migration validation
- Enhancement requests triage and prioritization
- Document pass/fail per criterion and formal acceptance decision
- Outstanding issues and enhancement roadmap
- Agree corrective actions, owners, and dates
- Early adoption signals and usage patterns
- Governance and cadence confirmation
- Blockers and open issues triage
- Confirm timeline to the acceptance gate
- Operational calendar and upcoming constraints
- Incumbent system wind-down status
- Agree immediate remediation actions
- Agree remediation items and resolution timeline