Your Ultimate Guide to Switching CLMs
- Assessment: Common signs that you need to switch CLMs, identifying critical gaps and limitations in your current platform..
- The selection process: Cost analysis and ROI, features comparison and scalability, thorough vendor evaluation.
- Common hurdles: Technical hurdles, ensuring user-adoption and smooth data migration.
- Post-switch optimization: KPIs to track, ensuring long-term support from your vendor, gathering feedback and improving.
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What’s inside
- Evaluating: How to gauge the value of your current CLM and assess the signs that it’s time to switch.
- Preparing for the transition: Data gathering, inventory and setting clear objectives and goals for your CLM.
- Making the switch: Go-live training, testing and validation, setup and configuration
- Overcoming challenges: Best practices for data migration, strategies for user adoption and overcoming technical hurdles.
- Maximizing the use of your CLM: KPIs to track, gathering feedback and establishing a long-term relationship with the new CLM vendor.
- Resources and tools: Sample project plan and data gathering template
"SpotDraft has helped the legal team seamlessly collaborate with other teams. It has helped us be on one page and accelerate processes."
Brenda Yun Perez
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"During our search for a CLM tool, we evaluated around seven options. We chose SpotDraft for its decluttered interface and ease of use, particularly for our business teams."
Aditi Kapoor
“SpotDraft is leveraging generative AI to increase efficiency. This is helping us with diligence and also housekeeping for our contracts. Overall, with SpotDraft’s cutting edge features, it means less manual work and more meaningful legal work for our team”
Natasha Wilson
“We have great feedback from our sales team, being able to produce consistent contracts in a timely manner. SpotDraft has also been able to streamline the approval process and help business teams gain visibility into the contracting process.”
Micah Nessan
"SpotDraft is one tool where I can just manage the whole contract from drafting to signing and then storing. So I don't have to hop from one tool to another."
“SpotDraft had everything we needed, from managing workflows to storing contracts to getting signatures done.”
"We chose SpotDraft after evaluating seven options for its decluttered interface, ease of use, and ability to simplify workflows, particularly for our business teams and legal operations."
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"SpotDraft’s AI enhances efficiency by supporting diligence and contract housekeeping, reducing manual tasks, and allowing our legal team to focus on more meaningful, high-value work for the business."
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"SpotDraft enables us to produce contracts consistently and quickly, streamline approvals, and improve collaboration by giving teams real-time visibility into the contracting process and workflow."
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