Conga CLM

Conga CLM (formerly Apttus) consulting for legal departments

Conga CLM grew out of Apttus, and many legal departments still run an Apttus-era setup. Swiftwater’s practitioners evaluate and implement Conga, optimize existing deployments, and migrate contracts onto or off it, with the contracting process designed first.

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    Conga CLM  ·  Formerly Apttus  ·  Implementation  ·  Optimization  ·  Migration  ·  Americas  ·  EMEA

    Conga and Apttus

    Conga and Apttus: the same platform line.

    Apttus combined with Conga in 2020, and the contract lifecycle product now carries the Conga name. Conga CLM is built on the Salesforce platform, so many deployments started as Apttus inside a sales organization’s Salesforce org, and legal inherited them.

    That history shapes the work: Apttus-era configurations, customizations made for sales, and templates legal never owned are the most common reasons a Conga deployment underdelivers.

    What we do

    Conga CLM services.

    1. 01

      Evaluation

      Conga against your requirements and the other platforms you are considering.

    2. 02

      Implementation

      Conga CLM configured around how legal, procurement and sales work.

    3. 03

      Optimizing an Apttus-era setup

      Templates, workflows and approvals reworked for how the business contracts today.

    4. 04

      Migration

      Contracts and data moved onto Conga, or off it to another platform.

    5. 05

      Process design

      Playbooks, approval frameworks and intake designed before configuration.

    6. 06

      Administration

      Ongoing administration after go-live.

    Migration

    How we migrate contracts onto or off a platform.

    1. 01

      Discover

      Find every agreement and every field in the current system, and review a sample early.

    2. 02

      Scope

      Decide what goes in live, what is archived read-only, and what is discarded.

    3. 03

      Map and normalize

      Agree the attributes and taxonomy, clean up counterparties, and get business sign-off on every mapping.

    4. 04

      Load and validate

      A first full load, checked against the source by the people who know the contracts.

    5. 05

      Cut over

      A final load of everything changed since, then a period of close support.

    Our professionals have delivered migrations from more than 15 legacy platforms, including SharePoint, iManage, Salesforce, Ariba and custom-built systems.

    Who you work with

    The practitioners behind your Conga CLM.

    Gary Wheeler, CLM & AI Lead, Swiftwater & Company

    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.

    Danish Butt, Managing Director, Swiftwater & Company

    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

    Is Conga the same as Apttus?

    Yes, it is the same platform line. Apttus combined with Conga in 2020, and the contract lifecycle product now carries the Conga name. Many legal departments still run configurations built in the Apttus era.

    Do you implement Conga CLM?

    Yes. Conga, which grew out of Apttus, is one of the CLM platforms our practitioners evaluate and implement, alongside Onit CLM, Docusign CLM, Agiloft and SpotDraft.

    Can you optimize an older Apttus deployment?

    Yes. We rework templates, workflows and approvals that were built for sales in the Apttus era so they match how legal and the business contract today, and we set legal up to own its templates.

    Can you migrate us off Apttus or Conga?

    Yes. We migrate contracts and their data onto Conga or off it to another platform, deciding with you what goes in live, what is archived and what is discarded, and validating the load against the source.

    Should we choose Conga CLM or another CLM?

    Start from your requirements, volumes and the systems the contract record has to live with. Conga fits naturally when contracting runs through Salesforce. Our CLM practice is vendor-agnostic at selection, so if another platform fits better, we will say so.

    Running Conga or Apttus? Talk to a practitioner.

    Book a Discovery Call