Contract Lifecycle Automation & Risk Management
Industry
IT Services
Services used
CLM Consulting & Implementation
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Client Overview
The client was experiencing rapid business growth, resulting in a significant increase in contract volume. Contract activities were managed across emails, spreadsheets, shared drives, and multiple business systems, making the overall process difficult to manage and monitor.
The client wanted to centralize contract management while improving efficiency, visibility, and control across the contract lifecycle.
Business Challenge
The existing contract process created challenges for both Sales and Legal teams:
Contract requests and negotiations were managed through emails.
Legal reviews and approvals were tracked manually.
Contract documents were stored across shared drives.
There was limited visibility into contract status and obligations.
Important items such as renewal dates, termination dates, and liability terms were difficult to track.
There was a risk of missing important contract deadlines.
Manual tracking made it difficult to proactively manage contractual commitments.
As contract volumes increased, these challenges created both operational inefficiencies and compliance risks.
Objectives
Centralize the contract lifecycle on a single platform.
Automate contract request and approval workflows.
Improve collaboration between Sales and Legal.
Maintain a complete audit trail of contract activities.
Automate e-signatures and reduce signing time.
Track important contract terms and obligations.
Provide alerts before important renewal and termination dates.
PROEN’s Approach
PROEN implemented a CLM solution integrated with collaboration and downstream business systems.
Contract requests from Sales were automatically routed to the appropriate Legal approver based on defined business rules, such as deal size. Contract collaboration and redlining were managed within the platform, providing a centralized audit trail.
The solution also integrated with Microsoft Teams and Outlook to support users within their existing collaboration environment and with downstream systems for post-execution contract management.
The solution captured important contract terms, such as liability caps, auto-renewal clauses, and termination dates. These were tracked in the system, with automated alerts sent before important deadlines. This helped Legal and business teams take action on time and avoid missed renewals or other contractual commitments.
Key Capabilities & Integrations
Contract Lifecycle Management
Microsoft Teams Integration
Microsoft Outlook Integration
Downstream System Integration
Automated Approval Workflows
Contract Collaboration & Redlining
E-Signature Integration
Contract Term & Obligation Extraction
Automated Deadline Notifications
Audit Trail & Compliance Tracking
Business Impact
The solution helped the client:
Reduce manual contract administration.
Accelerate Sales-to-Legal contract workflows.
Improve collaboration between business and Legal teams.
Reduce contract signing time.
Improve visibility into important contract terms and deadlines.
Reduce the risk of missed renewals and contractual obligations.
Strengthen contract compliance and governance.
Outcome Summary
The implementation transformed contract management from a fragmented, manual process into a centralized and proactive contract lifecycle.
By automating workflows, collaboration, approvals, and post-execution obligation management, the client achieved faster contract cycles, stronger compliance, and better visibility into contractual risks.
The solution helped the business track important contract terms, receive timely alerts, and take action before critical deadlines were missed.
