Case Studies

Transforming Contract Management with Automation and Insights

ClearyX designed and implemented a bespoke self-service contract automation solution for a Canadian client, to sit on top of their existing CLM, to manage contracts and approvals from a single, centralized source.

Challenge

Our client required a more efficient, customized, and scalable solution to improve their contract management system and approval workflows.

Solution

Our ClearyX technology team collaborated closely with the client to design a comprehensive custom solution. We developed a centralized dashboard to oversee all contracts and approval workflows, alongside automated workflows routing documents through a complex 12-step approval chain. Our experts built custom automation for generating and processing agreements, seamlessly integrating with the client’s existing document management system. Additionally, we implemented interactive data visualizations providing real-time insights into contract status and key metrics, delivering enhanced operational efficiency and transparency.

"ClearyX brought a practical approach to our contract management challenges. The team took time to understand our specific needs and worked collaboratively with us on a tailored solution. The centralized dashboard they developed improved visibility across our contracts, while the automated workflows have notably streamlined our approval processes. In the first year, the solution has effectively handled our volume of over 5,000 contracts with specialized workflow rules and templates across our user base. ClearyX’s combination of legal knowledge and technical capability delivered a customized solution that addresses our specific requirements.”

- VP & Associate General Counsel

7,000

Contracts Reviewed

Workflow Rules

140

Users

Automated Templates