What we do
What CLM administration covers.
01
Templates and clauses
Template, clause library and playbook changes as the business and the law move.
02
Workflows and approvals
Routing and approval updates when teams, thresholds or policies change.
03
Reporting
The reports legal and the business actually use, kept accurate.
04
User support and training
Help for legal, procurement and sales users, and onboarding for new ones.
05
Integration upkeep
Connections to Salesforce, procurement and eSignature kept working through upgrades.
06
Administrator backfill
Cover when your CLM administrator leaves or is out.
Fractional CLM administrator
A fractional CLM administrator, through Managed Services.
Most legal departments do not need a full-time CLM administrator, and cannot run the platform well without one.
How it is staffed
A named CLM administrator from our managed services practice, part-time or full-time, working inside your systems and under your governance. You pay for the allocation you need, and it flexes as the work does.
How it is engaged
Full managed, co-managed or project-based, with no minimum commitment. Many clients start by covering a vacancy or the months after go-live, then keep the administrator on.
Optimization
Signs your CLM needs optimization.
01
The business works around it
Contracts still arrive by email and get signed outside the system.
02
Approvals get bypassed
Routing that is too slow or too rigid, so people go around it.
03
Templates fall behind
Clauses and fallbacks that no longer match current policy.
04
Reports nobody trusts
Fields filled inconsistently, so the data cannot answer basic questions.
05
Integrations break
Salesforce or procurement connections that failed after an upgrade.
The first six months of a live CLM surface the real configuration needs. We fine-tune workflows, templates and approvals as the business uses the system, then keep it running.
Who you work with
The practitioners who run your CLM.
Gary Wheeler
CLM & AI Lead
Has built CLM programs and created legal ops teams for multiple Fortune 500 companies, including Home Depot and Cox. Delivery experience across Docusign CLM and Onit CLM.
Jeannine Puello
Managed Services and Legal Ops Leader
Ran legal operations inside AT&T and Verizon, and leads Swiftwater’s Managed Services practice, providing named operational leadership under your governance.
Danish Butt
Managing Director
20+ years, including Huron Consulting and Morae Global. Advises chief legal officers and business technology leaders on where contract work belongs across the platforms they already run.
Frequently asked questions
What does a CLM administrator do?
A CLM administrator keeps the platform matching how the business works: updating templates, clauses and playbooks, changing workflows and approvals, maintaining reports, supporting and training users, and keeping integrations working through upgrades.
Can you provide a fractional CLM administrator?
Yes. Through our managed services practice, a named CLM administrator works part-time or full-time inside your systems and under your governance. You pay for the allocation you need, it flexes with the work, and there is no minimum commitment.
Can you administer a CLM we did not implement with you?
Yes. Our practitioners hold implementation experience across leading CLM platforms, including Onit CLM, Docusign CLM, Agiloft and Conga, so we can take over administration of a platform someone else implemented.
Why does a CLM need optimization after go-live?
Because the first six months of real use surface configuration needs no design workshop predicted: approvals that are too slow, templates that miss common cases, fields nobody fills in. Fine-tuning in that window is what turns a go-live into adoption.
Can you cover while we hire a CLM administrator?
Yes. Administrator backfill is one of the most common ways clients start, covering a vacancy or leave and handing over cleanly when your hire arrives.
Need someone to run your CLM? Talk to a practitioner.
Book a Discovery Call