After merging two companies, Guideline.ai faced disorganized contract repositories, inconsistent templates, and no clear visibility into deal status, making legal and sales operations messy and slow.

“We needed consistency in contracting and a centralized way to manage it all.”
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Micah Nessan
General Counsel at Guideline.ai

With a small legal team and a fast-moving business, they needed a solution that could unify processes without burdening legal.
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Watch what our partners at Guideline have to say:

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Why Guideline.ai chose SpotDraft

By integrating SpotDraft with Salesforce, Slack, and email, Guideline.ai streamlined contract creation, automated pulling of deal terms, and built a centralized, searchable repository for agreements and key metadata.

“SpotDraft makes it easy for us, and for the business, to see exactly where deals stand.”

The tool helped the sales team move faster with consistent contracts, while giving legal visibility and control without getting bogged down in manual work.

A true legal partner, not just a tool

SpotDraft’s implementation team stayed hands-on through setup and onboarding—ensuring legal and business teams stayed on task without overwhelming internal resources.

“SpotDraft isn’t just a vendor. They’re a real partner: responsive and invested in our success.”

Even after launch, SpotDraft continues to support Guideline with extra operational help, providing an extended hand for legacy data migration and contract processing.

Why Guideline.ai recommends SpotDraft

• Centralized, consistent contract management across teams
• Real-time visibility into deal status and blockers
• Hands-on, highly responsive support and implementation
• Supplemental operational support for lean legal teams

“SpotDraft eases the lawyer’s day job and keeps the business moving.”