What we do
What our contract management consultants do.
01
Assessment
How contracts move today, intake through renewal, and where they stall.
02
Readiness and maturity
Whether the organization and the process are ready for a platform.
03
Contracting program design
Standard form suites, playbooks, approval frameworks and escalation paths.
04
Stakeholder alignment
Legal, procurement and sales agreeing the model before anything is bought.
05
Selection and RFP
Vendor-neutral evaluation across Onit CLM, Docusign CLM, Agiloft, Conga, SpotDraft and others.
06
Adoption
A change program that makes the new process stick.
Readiness and maturity
Readiness and maturity: the two things buyers forget.
Readiness
Whether the organization is ready to adopt: who owns the contract, who has to use the system, where intake lives, and whether templates and contract data are in a state a CLM can use.
Maturity
Where your contracting process sits today: standard templates, playbooks, an approval matrix and clear escalation paths. A CLM automates the process you have, so a less mature process needs design work first.
Consulting or implementation
Consulting, implementation, or both.
| If you need | Start with |
|---|---|
| A clear picture of how contracts run and what to fix | An assessment or the CLM Discovery Sprint. |
| Playbooks, templates and approval rules before any software | Contracting program design. |
| A platform choice you can defend | A vendor-neutral selection, then implementation with us or another partner. |
| A rollout that stalled | An independent assessment and a reset plan, as in the case study below. |
Case study
Rescuing a stalled CLM rollout at a Fortune 1000 financial services firm.
A global financial services firm had spent over a year on its CLM implementation without a successful go-live, with several technology teams, consultants and vendors involved. Our professionals diagnosed and stabilized the program, evaluated 30 core templates, hardened workflows with the Salesforce team, and ran testing for every persona, leaving an accountable plan to roll out CLM for 30+ contract types.
Who you work with
The consultants on your engagement.
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.
Tina Meisberger
Change Management Leader & Senior PM
Leads change management across Swiftwater’s CLM and technology implementations, building adoption programs for legal, procurement and sales. Previously at Microsoft on legal process and tooling projects.
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 do contract management consultants do?
They assess how contracts move today, check whether the organization and the process are ready for a platform, design the contracting program (form suites, playbooks, approval frameworks and escalation paths), align legal, procurement and sales, and run a vendor-neutral selection when software is the answer.
Do we need a CLM to improve contract management?
Not always first. Many gains come from standard templates, clear playbooks and a defined approval matrix. A CLM automates the process you have, so designing that process is often the first step.
How is consulting different from CLM implementation?
Consulting decides what the contracting process and platform should be; implementation configures the chosen platform. We do both, and we stay vendor-agnostic at selection.
Where do engagements usually start?
With an assessment or the CLM Discovery Sprint, a fixed-fee diagnostic of 4 to 6 weeks that ends in a lifecycle map, platform boundary model, requirements themes, readiness and maturity assessment, pilot recommendations and a roadmap.
Are you tied to a CLM vendor?
No. Our CLM practice is vendor-agnostic at selection. We are a Docusign partner and say so up front, and we evaluate Onit CLM, Docusign CLM, Agiloft, Conga, SpotDraft and others against your requirements.
Fix the process before you buy the platform. Talk to a consultant.
Book a Discovery Call