Most organizations aren't. They jump straight to "which vendor should we buy?" before answering basic questions like: Who owns contracts? Where are they right now? What does your intake process look like? (Spoiler: "Someone emails Legal" isn't a process.)
We assess your current state and build a realistic roadmap so you don't waste money implementing technology you're not ready for.
Map your actual contract workflows and identify what's broken
Assess your CLM maturity and readiness for AI
Build business cases that get executive buy-in
Align stakeholders across legal, procurement, sales, and IT
Create a phased roadmap with realistic timelines and costs
Teams considering CLM for the first time, organizations with failed implementations, companies outgrowing homegrown systems.
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With 40+ vendors all claiming to be "AI-powered" and "enterprise-ready," how do you know which one actually fits your needs? Demos are designed to showcase strengths, not reveal limitations. And every salesperson is confident their platform is the right choice.
We've been inside the vendors—we know how they build, price, and position their platforms. That insider knowledge helps you ask better questions, avoid common pitfalls, and negotiate better terms.
Narrow 40+ options down to 3-5 realistic contenders based on your actual requirements
Build RFPs that surface meaningful differences between platforms
Prepare you for vendor demos with the right questions to ask
Connect you with real customer references (beyond the vendor's preferred list)
Help you negotiate pricing, SLAs, implementation support, and contractual protections
Model total cost of ownership over 3-5 years
RFP processes, vendor negotiations, "build vs. buy" decisions, teams that want independent guidance.
Most CLM implementations fail not because the software is bad, but because the implementation team didn't understand your workflows, change management was an afterthought, and training was a forgettable 2-hour webinar.
Then there's AI. Every vendor is adding "AI-powered" features, but most organizations don't have the data quality, governance, or change management to use AI responsibly.
We provide hands-on implementation support and AI advisory to ensure your CLM system gets adopted and delivers ROI.
Manage implementation and hold vendors accountable
Design change management strategies that actually drive adoption
Build role-specific training programs that stick
Configure workflows and templates that match your real processes (not textbook best practices)
Provide "administrator-on-call" support after go-live
Help you refine workflows and measure adoption over time
New implementations, rescuing stalled projects, exploring AI for contract review and workflow automation, teams with low adoption.
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Every vendor is pitching "AI-powered" features. Every conference has an AI keynote. But most legal teams aren't ready—not because AI doesn't work, but because they lack the data quality, governance frameworks, and change management to use it safely.
We help you navigate AI adoption responsibly, separating hype from value and piloting AI where it actually delivers ROI.
Assess whether you're ready for generative AI and agentic AI (most teams aren't yet).
Build governance frameworks to manage risk: data privacy, hallucinations, bias.
Identify use cases where AI actually makes sense (contract review, risk analysis, workflow automation).
Design and run controlled AI pilots with clear success metrics.
Evaluate emerging legal tech beyond just AI.
Train your team to use AI tools effectively and responsibly.
Teams exploring AI for contract management, organizations trying to separate AI hype from reality, legal ops leaders who need governance before pilots.
You're building a legal ops function from scratch. Or navigating a transformation project. Or covering an open role while searching for the right full-time candidate. You need executive-level guidance, but you don't need (or can't afford) a $300K+ salary plus benefits.
We provide fractional leadership and strategic advisory when and where you need it.
Fractional CRO for legal tech companies needing sales leadership or go-to-market strategy
Legal ops strategy to design and implement legal operations functions from the ground up
Interim leadership to cover open roles (VP Legal Ops, VP Customer Success, Contracts Manager, etc)
Transformation project management for complex initiatives like CLM implementations or AI adoption
KPIs and dashboards that actually drive accountability (not vanity metrics)
Legal departments building legal ops functions, transformation projects without dedicated internal leadership, legal tech startups needing fractional CRO expertise, interim coverage during transitions.
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