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CASE STUDY  Fortune 250 Technology Company | Global

Fortune 250 Technology Solutions Company Implements Agiloft CLM To Enhance Negotiation Efficiency


EPIQ SOLUTION


Contracts Template and Playbook Services

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Client Need

  •  Codify, centralize, and make institutional CLM knowledge accessible to lawyers.
  •  Improve request response times and drive consistency in negotiation outcomes.
  •  Guidance on template harmonization and playbook preparation.
  •  Manage frequent contracting on counterparty paper, complicating guidance creation.

Client Solutions

  •  Identify in-house lawyers with expertise in sales contracts.
  •  Review the existing MSA template and negotiation guidance.
  •  Collaborate with the client to draft the playbook provision by provision, focusing on the 10 most-negotiated clauses.
  •  Ensure consistency in adopting positions (roles, terms, responsibilities) and language preferences in contracts.
  •  Collect feedback across three geographies to harmonize language and establish fallback language.

Why Epiq

  •  Specialized team with over 30 years of legal and contracts experience managing large-scale, complex contracts review projects.
  •  Integrates Epiq Contracts Solutions with other services for comprehensive legal solutions aligned with business-specific needs and goals.

Results and Benefits

Accelerate negotiations with faster redlining of third-party papers.

Consistency in adopting positions that align with policy to reduce risk.

Clear escalation points for issues beyond the playbook.

Playbook used by new joiners to train on negotiation.