Choose the perfect CLM

Your Ultimate Guide to Switching CLMs

Assessment: Common signs that you need to switch CLMs, identifying critical gaps and limitations in your current platform..
The selection process: Cost analysis and ROI, features comparison and scalability, thorough vendor evaluation.
Common hurdles: Technical hurdles, ensuring user-adoption and smooth data migration.
Post-switch optimization: KPIs to track, ensuring long-term support from your vendor, gathering feedback and improving.

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What’s inside

Evaluating: How to gauge the value of your current CLM and assess the signs that it’s time to switch.‍
Preparing for the transition: Data gathering, inventory and setting clear objectives and goals for your CLM.
Making the switch: Go-live training, testing and validation, setup and configuration‍
Overcoming challenges: Best practices for data migration, strategies for user adoption and overcoming technical hurdles.
Maximizing the use of your CLM: KPIs to track, gathering feedback and establishing a long-term relationship with the new CLM vendor.
Resources and tools: Sample project plan and data gathering template

“SpotDraft streamlines our workflows so we can focus on true legal requests, not the repetitive general requests that can be resolved via standard fallbacks and appropriate approvals. Everything simply works, the team is open to feedback, and the team is constantly improving the product!”

Taylor Smith

Contract Manager

PostScript

Great product with an outstanding team! SpotDraft is a very agile company who is hungry to build a category leading product. As a customer that comes across very positively. The product has a huge potential.

Xavier L.

Chief Legal Officer and Chief Talent Officer

Beamery

SpotDraft provided the simplicity and flexibility we were looking for and the pricing is better compared to others. The first connection with the team felt more reassuring. They are extra, providing such a good support to clients.

Axelle

Consultant in Strategy

IDfy

I'm a big fan of SpotDraft! The SpotDraft platform and features are intuitive, making the contract process (mission-critical) more enjoyable. The UX is a delight. The SpotDraft team provides an excellent, collaborative service to support customers.

Cory L.

VP, Legal & Data Privacy Officer

Buoy Health

The SpotDraft team has been more than amazing in helping us evaluate their platform and getting it ready for launch. Their product answers our needs and requirements and will grow with us as we continue to scale our organization.

David Levanon

Senior Director and Head of Revenue Operations

Chargebee

The specific problem we were looking to Spotdraft to solve was to provide a single, secure and easily searchable repository of all our contracts. Spotdraft has solved that problem for us. But it has also brought significant additional benefits, particularly around the execution of template contracts.

Ben Bowden

COO and General Counsel

Zai

"SpotDraft has helped the legal team seamlessly collaborate with other teams. It has helped us be on one page and accelerate processes."
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Brenda Yun Perez

Senior Legal Operations Manager

“Our business teams are able to move stronger, faster, quicker since implementing SpotDraft. The reason I chose SpotDraft and the reason I’d recommend it to my peers is because of its focus on providing customer support.”

Jacqueline Cornell

General Counsel & Legal Compliance Expert

“SpotDraft is leveraging generative AI to increase efficiency. This is helping us with diligence and also housekeeping for our contracts. Overall, with SpotDraft’s cutting edge features, it means less manual work and more meaningful legal work for our team”

Natasha Wilson

Head of Legal

“We have great feedback from our sales team, being able to produce consistent contracts in a timely manner. SpotDraft has also been able to streamline the approval process and help business teams gain visibility into the contracting process.”

Micah Nessan

General Counsel