How we help
How we help with Ironclad.
01
Readiness and maturity
Before a Ironclad implementation: ownership, intake, templates, data, and how mature the contracting process is.
02
Assessment
An independent view of a Ironclad deployment that is not delivering, with a reset plan.
03
Process improvement
Playbooks, approval frameworks and intake designed so Ironclad automates a process that works.
04
Migration to and off
Contracts and data moved onto Ironclad, or off it to another platform.
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.
Migration
How we migrate contracts onto or off a platform.
01
Discover
Find every agreement and every field in the current system, and review a sample early.
02
Scope
Decide what goes in live, what is archived read-only, and what is discarded.
03
Map and normalize
Agree the attributes and taxonomy, clean up counterparties, and get business sign-off on every mapping.
04
Load and validate
A first full load, checked against the source by the people who know the contracts.
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.
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 practitioners 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.
Bob Frostad
PMO Director & DMS Lead
30+ years, 15+ at Microsoft, previously in Kroll’s document management group. Leads complex cross-platform data migrations and authored Swiftwater’s data migration method.
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
How do you help with Ironclad?
Our professionals have helped legal departments with readiness and maturity before a Ironclad implementation, assessed deployments that were not delivering, improved the contracting process around the platform, and migrated contracts onto or off it.
How do you help before a Ironclad implementation?
By checking readiness and maturity: who owns the contract, where intake lives, whether templates and contract data are usable, and how mature the contracting process is. Fixing those first is what keeps an implementation on schedule.
Can you assess a Ironclad deployment that is not delivering?
Yes. We run an independent assessment of the build, the process and adoption, align the stakeholders on one target model, and reset the plan with clear owners and acceptance criteria, as we did for the Fortune 1000 financial services firm in our case study.
Can you migrate us onto or off Ironclad?
Yes. We migrate contracts and their data in five phases: discover, scope (live, archived or discarded), map and normalize with business sign-off, load and validate against the source, and cut over with a final load of anything changed since.
Planning, fixing or leaving Ironclad? Talk to a practitioner.
Book a Discovery Call