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CASE STUDY  Healthcare | United States

Integris Health Advances Contracting Governance and Efficiency with Agiloft Implementation


Client Need

  •  Align Agiloft implementation strategy with governance, processes, and continuous improvement goals.
  •  Streamline contracts intake, review, approval, and execution with structured playbooks and workflows.
  •  Establish a scalable contracts migration and system integration approach.
  •  Deliver role-based training and ongoing advisory support to sustain adoption.

Client Solution

  •  Implement Agiloft in a two-phase approach to advance legal and operational readiness for a healthcare provider use case.
  •  Configure 57 contracts types and 37 templates to automate document generation, negotiation, approval, signature, and contracts storage.
  •  Standardize automated routing and approval paths to improve workflow consistency and speed.
  •  Integrate contract lifecycle management (CLM) with ServiceNow to connect request intake and contracting processes.
  •  Develop Agiloft Astra AI playbooks for third-party paper to improve risk detection and accelerate contracts review.
  •  Deliver role-based training and advisory support to enable administrators to manage and take full ownership of the live system.

Why Epiq

  •  Agiloft Partner of the Year 2025 recognition for healthcare innovation and measurable client impact.
  •  Supports 56% of Fortune 5000 health and life sciences clients with CLM expertise.
  •  Achieved a 9.0 client satisfaction score in 2024, demonstrating consistent delivery quality.

They were great collaborators, amazing project managers, awesome with walking us through the process, giving advice, and helping us troubleshoot items. I would use them again and again.

— D. Ryan Whitehill
CHC, Program Director, Legal Operations and Data Management, Integris Health

Integris

Results and Benefits

Improving cross-functional alignment through early engagement.

Reducing rework and migration complexity through iteration.

Increasing transparency, governance, and audit readiness.

Accelerating reviews with AI and streamlined workflows.