Volody partners with SMBC, LexisNexis & AMT to Shape the Future of Legal AI - Read Press Release →

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Volody partners with SMBC, LexisNexis & AMT to Shape the Future of Legal AI - Read Press Release

Volody partners with SMBC, LexisNexis & AMT to Shape the Future of Legal AI- Read Press Release

3,500+ Contracts, 8 Entities: A Consultancy's CLM Leap

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3,500+

Contracts Managed

50+

Templates Created

9,000

Daily Active Users

8

Entities Onboarded

Executive Summary

The firm was previously managing contracts through a manual process that created significant delays and bottlenecks. There were no set approval metrics, causing confusion across multiple users and segments, and managing highly variable consultancy agreements required a more robust system than the firm had in place. Over 1,000 legacy contracts needed migration, and e-signing was limited to internal use, restricting the efficiency of external contract executions.

Volody replaced this fragmented approach with an AI-powered CLM covering the entire contracting lifecycle, digitizing creation through execution, configuring approval workflows, and enabling external digital signing-helping the firm unify 3,500+ contracts, scale from 2 to 8 entities, and support 9,000 daily active users.

Problem Statement

Manual Contracting Was Creating Bottlenecks At Scale

As a leading global consultancy operating in 140+ countries, the firm managed contracts through a manual process that led to significant delays and inefficiencies. There were no set approval metrics, causing confusion across multiple users and segments, and complex, highly variable consultancy agreements demanded a more robust system than was in place. As a result, contracting remained slow and difficult to scale.

The Challenge

Manual Processes And Fragmented Systems Slowed Contracting

The firm's manual contracting process created significant delays and inefficiencies, forming persistent bottlenecks across the organization. With no set approval metrics, the approval process involved multiple users and segments, causing confusion over who needed to sign off at each stage.

As a result, managing highly variable consultancy contracts required a more robust system than was in place, while over 1,000 legacy contracts sat unmigrated. E-signing was limited to internal use only, restricting the efficiency of external contract executions and leaving contract data siloed across disconnected systems.

Key Challenges were:

Manual processes created significant delays and bottlenecks

1

2

No set approval metrics caused confusion across teams

Complex, variable agreements needed a more robust system

3

4

Over 1,000 legacy contracts still needed migration

E-signing was previously limited to internal use only

5

6

Contract data remained fragmented across disconnected systems

1

Manual processes created significant delays and bottlenecks

3

Complex, variable agreements needed a more robust system

5

E-signing was previously limited to internal use only

2

No set approval metrics caused confusion across teams

4

Over 1,000 legacy contracts still needed migration

6

Contract data remained fragmented across disconnected systems

Without a unified, automated system, the firm risked continued approval confusion, restricted external contract execution, and an inability to scale contracting across its growing entity base.

The Solution

An AI-Powered CLM Built For End-to-End Contracting

After evaluating multiple vendors, the firm chose Volody as its contracting partner. Volody interviewed the legal team to understand their process and pain points, developing a tailor-made solution to meet their needs.

The platform was configured with features covering the full contract lifecycle, from digitization through approval, versioning, integration, and digital signing.

End-to-end contract digitization: Digitized the entire contracting process from creation to execution, eliminating bottlenecks and streamlining workflows.
Configurable approval metrics: Set customizable approval workflows to ensure clarity and reduce delays, enabling the right person to approve at each stage.
Customized version history: Enabled email-based updates for version history with a set audit trail, improving transparency and tracking of contract changes.
Integration with in-house systems: Delivered advanced integration with the firm's HRMS software for new user creation and Microsoft SSO for a smooth user experience.
Enhanced digital signing: Enabled external digital signing, expanding the capability beyond internal use and improving contract execution efficiency.

See how Volody helped a top e-commerce retailer streamline its contract management.

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Implementation

A Phased Rollout, Scaled From 2 To 8 Entities

The implementation began with a tailor-made configuration based on legal team interviews and pain points, followed by digitization, workflow configuration, and system integration. The solution was initially implemented for 2 entities and later expanded to 8 entities, demonstrating its scalability and effectiveness.

The implementation process involved:

Vendor Evaluation → Legal Team Discovery → Contract Digitization → Approval Workflow Configuration → Version History & Audit Trail Setup → HRMS & SSO Integration → Digital Signing Rollout → Multi-Entity Scaling

A key part of the implementation was migrating 1,000+ legacy contracts while integrating with the firm's HRMS software and Microsoft SSO for seamless user management.

The implementation team worked closely with the firm's legal stakeholders to configure workflows around existing processes while introducing greater automation and scalability.

Our approval process used to involve so many people that no one was quite sure who needed to sign off next. Volody gave us clear, configurable workflows and digital signing that works both internally and externally, and that alone has transformed how we contract

- Head of Legal & Contracts

The Result

Unified Contracting, Faster Cycles, And Scalable Growth

The implementation gave the firm a centralized, automated environment to manage contracts across its growing entity base. With the contracting cycle sped up and manual tasks automated, the firm gained greater efficiency, transparency, and scalability across its entire contract lifecycle.

Key Outcomes:

Accelerated Contracting

Sped up the cycle from creation to execution, improving efficiency.

Contracts Unified

Centralized all contracts through Volody's CLM platform.

Automated Manual Tasks

Reduced administrative burden through automated creation and reminders.

Improved Data Flow

Ensured smooth movement of data across business systems.

Scaled To 8 Entities

Expanded from 2 entities, proving the solution's scalability.

9,000 Daily Users

Enabled organization-wide adoption of the CLM platform.

About the Client

A leading global consultancy firm known for providing top-tier assurance, tax, and advisory services, the organization operates in over 140 countries and is committed to delivering high-quality solutions and client satisfaction. It offers 250+ business solutions and services across 18+ locations nationwide, supported by 10,000+ employees.

Company Size: $99+ Million

Industry: Consulting

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