Do you want to implement a successful CLM strategy that is
completely scalable? Learn more about the preliminary groundwork
before you set out on the rewarding journey to simplify your current
Register for a Copy of the Recording
What You’ll Learn
Laying The Groundwork
Identifying CLM goals
Meeting with stakeholders
Carving a strategy
Identifying gaps in processes
Reviewing business needs in system capabilities
Planning resource and communications management
Organizing teams representing clients and service
Define success criteria and metrics
Vice President - CLM Services
Jim has 36 years of experience in software industry
He has 22 years of experience as a CLM services leader
And over 400+ successful CLM implementations
President & Co-Founder
Tariq has over 20 years of experience in the legal industry, practicing corporate, commercial real estate, health care, and criminal law both in the private sector, and as an assistant attorney general for Michigan
Since 2005, Tariq has been creating and innovating in the legal tech space at LegalEase Solutions
Legal Operations Manager
Jonathon has over 20 years of experience in legal operations
He headed The Florida Bar's law practice management assistance program for over 6 of those years
His expertise lies in organization and structuring of technology platforms
Home Equity Lending Company Automates Contract Renewal with LegalEase
About Our Client
Client provides software, data and analytics for home equity lending and servicing.
The client needed to migrate a large volume of legacy data to their CLM platform. Their technology provider did not have the capability to migrate this legacy data.
In addition, the client realized 1 year into their implementation that executed contracts were not auto-renewing, and those that were not on auto-renewal had no mechanism to alert the team members or appreciate next actions, some needed auto renewal, while others required more intervention.
The client was also undergoing an M&A and needed all data and docs extracted from the CLM for auditing purposes.
LegalEase mobilized a team of dedicated CLM expert attorneys to tackle the client's challenges
The LegalEase team identified and migrated the client's legacy data to the new CLM platform
The LegalEase team set up automatic notifications for expiring contracts when a member of the legal team needed to be involved
The LegalEase Team created processes around all types of renewals, automatic and otherwise
LegalEase provided the client with an auto-renewal solution by integrating their CRM with the client's custom e-signature system
LegalEase also leveraged the CRMs API to create a bespoke method through which a Sales User could select the contracts and documents for signature, and send this data to their outside system, while also gathering back the finalized document back into the CRM
LegalEase was able to provide methods through which all required data and docs were extracted, within 48 hours, for a very important audit.
LegalEase successfully migrated all of the client's legacy data to the new CLM platform
LegalEase assisted the client with their contract auto-renewal process
LegalEase built a custom eSign “bridge” so contracts form the CRM got sign in accordance with the rest of their contracts living outside the sales side CRM
LegalEase provided emergency assistance in meeting audit compliance needs through data and document extraction
About LegalEase Solutions
LegalEase Solutions provides corporations, in-house legal departments and law firms innovative
support with customized approaches to modernizing and streamlining their legal functions. Since
2005, the company has helped dozens of clients improve efficiency, speed up processes and remove
Leveraging products and services from a variety of leading vendors, LegalEase provides
technology-agnostic, tailor-made solutions that are responsive to client needs.