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Need urgent action on a project? We pull together an action plan using our digital-first approach to scoping and estimates. No Gantt charts — just quick answers.
Digital contracting that will change your business. We make it easy to present your contracts online and integrate directly with e-signature and CLM platforms — modernising the content, delivery and lifecycle of your standard paper.
Technology-driven businesses need friction-less transactions — whether you're aiming for volume sales or presenting as a modern business. We digitise the content and delivery of your standard paper, and can run a concurrent review of the underlying commercial positions.
Customers today expect the industries of the future to use the latest technology to do business. A technology-first approach to execution and management can transform how you handle sales — high-volume sales with reduced per-transaction overhead, and a playbook of contract positions for the deals that really matter.
Whether you need to digitise existing contracts or conduct a full review of your standard documentation, we can help modernise the positions you take in line with industry expectations. Present as a modern digital business while ensuring your terms reflect current best practices and regulatory requirements.
Popular choices include deployment via a Content Management System integrated with an e-signature platform like DocuSign or Acrobat Sign. Emerging options provide source-code availability or fit better into workflows adopting Large Language Model tools.
Give us an overview of your architecture and objectives and we'll recommend the optimal setup for your enterprise.
Integrations are still the largest barrier to adoption of new systems. We scope and design connections between your contracting platform and existing CRM, project management and billing systems thoroughly before proceeding — so when a developer reads the design doc, they know exactly what's being built.
A typical digitisation project moves through four overarching stages. Mix and match the work we do against your existing efforts — we tailor the order to your operation.
A digitisation project often presents as a great opportunity to perform a full review of your standard agreements to confirm they are up-to-date and fit for purpose. Sometimes preferable before going digital — sometimes more convenient to digitise older contracts before migrating.
Whichever way suits, we tailor the project so the expert advice of our practitioners is in the room — and you get the smoothest transactional experience possible.
Paper contracts are typically singular documents that use a manual signature block to execute. Digital business processes increasingly use multi-document execution — a master ordering document or proposal links to terms and conditions held in another place.
Converting your suite this way standardises most of your commercial terms across the whole portfolio. Expect a meaningful reduction in total word count — good news for you and your customers.
We assist with selecting the ideal technology mix to integrate digital contracting into your workflow — typically a CMS plus a CLM, paired with a selection of integrations. Selections are documented in a design document that undergoes formal approval.
Once the system design is approved, platforms are provisioned, implemented and customised — ready to have contract documents migrated over. We can manage third-party vendors through their implementation processes on your behalf.
Multi-document contracts that are professionally designed lend themselves to easy migration — they deploy onto production-ready systems ready to be folded into the day-to-day process of your organisation.
Once successfully migrated onto a development or staging instance, we plan the cutover to production. In plain English: the transition from your existing contract process to using the new digital platforms in daily operations.
Customers who successfully implement enjoy new visibility and control over their contract process. Three themes tend to drive the business case — each is worth the project on its own.
Source 01 / 03
Present your contracts online as a reference for internal teams and customers — spend less time digging through documents or answering questions about the finer details of your offering.
Automation 02 / 03
Remove manual data entry between systems. Enable a seamless workflow from prospecting to final sale, with approval processes configured per-product and per-service so your team doesn't drown in approval emails.
Lifecycle 03 / 03
Manage versions in an organised fashion using software-powered tools. Completely eliminate the need to update terms in multiple locations — when a new version goes live, every touchpoint on every system reflects it.
Leave us a short message about your contracting process — what you've already got, where the friction is, and what you want the sales experience to feel like. We'll come back with our view of the next steps, fast.
Need urgent action on a project? We pull together an action plan using our digital-first approach to scoping and estimates. No Gantt charts — just quick answers.
Once we've agreed to help, we deliver an online Statement of Work with fixed estimates. Don't sign anything until you've seen ours.
Drop a videoconference or booking link into the form and we'll answer questions before we engage. Meet you on your tooling of choice.