CASE STUDY Multinational Financial Services | United States
Fortune 500 FinServ Company Streamlines Post-Acquisition Contracts Process With Contracts Intelligence
Client Need
- ssess all contracts impacted by the acquisition.
- Build a contracts family roadmap by product, including start and end dates and key obligations.
- Define the post-acquisition contracts process.
- Evaluate product-level contracts for renewal, termination, or obligation review.
Client Solutions
- Review and deduplicate contracts, rename document types, and code each by client, counterparty, and agreement title.
- Create contract families and link related agreements.
- Code products in each contract and in each family group.
- Prioritize fields with the client and confirm CSV delivery.
- Build an interactive dashboard to track status.
Why Epiq
- Over 1000 Contracts Intelligence projects completed for global Fortune 5000.
- Built a custom dashboard for product and restriction filtering, distribution attributes, and revenue sharing.
Results and Benefits
Created 2,611 product codes.
Deduplicated 8,745 documents.
Organized 1,978 contract families.
Designed 18 active dashboards.