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CLM Implementation and Optimisation

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Implement a tailored CLM aligned to business processes, data, and system requirements.   

Leverage the expertise of certified Contract Lifecycle Management (CLM) and AI resources to build the capabilities available from Agiloft, Leah, Malbek, and Ironclad.   

Measure success and increase visibility to leadership with defined KPIs and custom smart reports and dashboards.

Ensure your CLM meets your current business needs with an expert assessment that measures your current state against best practices.

Increase efficiency across business functions by connecting master data and automating processes.

Learn how to empower your teams to drive increased adoption and ROI.
       
         

Legal

  •  Understand CLM system capabilities in alignment with your business needs. 
  •  Assess organisational preparedness across CLM and AI literacy, change readiness, role clarity, and training needs. 
  •  Equip your legal team to use CLM for day-to-day efficiency and ongoing management
  •  Build a tailored CLM that drives adoption and supports proactive contracting and data-driven decision making. 
  •  Establish CLM guardrails to keep legal focused on higher-risk work. 
       
         

Procurement

  •  Manage costs and relationships by implementing a CLM and AI solution to support supplier management, contracts negotiation, and spend analysis capabilities. 
  •  Connect supplier and vendor agreements to accelerate cycle times, enforce savings, mitigate risk, and enable data-driven sourcing decisions.  
  •  Design a buy-side CLM solution that turns procurement from a cost-centre into a strategic partner with Legal and Finance. 
       
         

Sales

  •  Accelerate deal closure and strengthen client relationships by implementing CLM and AI integrated with procurement and account payable (AP) systems, enabling Customer Relationship Management (CRM)-based contracts visibility. 
  •  Design a self-service contracting solution that gives sales the speed they need to close deals faster. 
  •  Provide sales managers with continuous access to contracts within their account hierarchy, even as ownership and reporting structures change. 
  •  Integrate a sell-side contracting solution within your broader technology ecosystem.

Key Features

  • Evaluate and improve your contracting process across Legal, Sales, Procurement, IT, Finance, and HR.
  • Plan for change and prepare teams for success with a dedicated change lead and a CLM-focused change management team guiding adoption throughout implementation.
  • Partner with experts to connect disparate systems and standardise the flow of data between your CLM, Configure Price Quote (CPQ), CRM, Enterprise Resource Planning (ERP), and Document Management System (DMS).
  • Integrate AI into your CLM strategy, whether as a standard layer within your CLM or as a stand-alone solution with expert advisory.
  • Drive efficiency with AI CLM services that automate negotiation, risk assessment, and compliance. Notify legal approvers, compare negotiated language to approved playbooks, and improve legal team performance.
  • Define success metrics at the beginning of each project to understand the business impact and measure data points that are important to you.
  • Ensure accessibility, visibility, and control over all contractual agreements. Serve various business functions with a centralised contracts repository that is a single source of truth across your enterprise.
  • Measure ROI through contracts lifecycle and performance analytics. Mitigate risks and capture opportunities, improve visibility of KPIs to leadership, and access real-time dashboards and reporting.
  • Support compliance and promote improved future state processes with expert advice on successful CLM governance and administration.
  • Increase user and admin adoption with personalised role-based training, emphasising how the CLM system aligns with their needs.
  • Launch a purpose-built Center of Excellence (COE) to support CLM administration, onboarding, and ongoing management.

Implementation Partners

Why Epiq for CLM Implementation and Optimisation

300+ Global CLM implementations.

AI implementation and advisory with Epiq AI™ and Epiq Contract Analyser.

56% of Fortune 5000 Health and Life Sciences companies are Epiq CLM clients.

A dedicated team that works exclusively on CLM implementation and optimisation projects in conjunction with CLM transformation strategy, CLM managed services, legacy contracts migration, and contracts intelligence.

A dedicated team that works exclusively on CLM implementation and optimisation projects in conjunction with CLM transformation strategy, CLM managed services, legacy contracts migration, and contracts intelligence.

Legal AI experts for custom model training, extraction validation, risk assessment playbooks, and automating AI as part of the CLM process for document summarisation and automated workflow routing.

Legal AI experts for custom model training, extraction validation, risk assessment playbooks, and automating AI as part of the CLM process for document summarisation and automated workflow routing.

Experienced AI specialists with the legal know-how to train systems on your organisation’s contracts and playbooks.

Experienced AI specialists with the legal know-how to train systems on your organisation’s contracts and playbooks.

Strengthen long-term CLM adoption with a consultative approach that engages end users at the onset to help design the implementation.

Strengthen long-term CLM adoption with a consultative approach that engages end users at the onset to help design the implementation.

Get answers to your questions or learn more about Epiq's CLM Implementation and Optimisation capabilities.

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CLM Implementation Solution Brief

Solution Brief

Implement a tailored CLM aligned to business processes, data, and system requirements.   

Download the Solution Brief


Client Success

Healthcare Company Reengineers CLM, Improving Operations Across Geographies

Healthcare Company Transforms Supply Chain and Streamlines Contracts Process With Advanced CLM, Reduces Costs by 5%

Advancing Sales Cycles Through CLM Digital Transformation and Automation


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