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.

Download the ebook now!

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
Xavier L. -Beamery General Counsel
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
Axelle -Consultant in Strategy of IDfy
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
Cory L. - VP, Legal & Data Privacy Officer of Bouy Health
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
David Levanon - Senior Director and Head of Revenue Operations of Chargee
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
Ben Bowden - COO and General Counsel of Zai
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

Choose the right CLM solution using our Buyer’s Guide.

Download the ebook now!

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.

Download the guide now!

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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
"When we created agreements, terms and conditions, we did not have a location to host them."
Ekank Mehra, In-House Counsel, Headout

60%

Reduction in contracting workload for the legal team

900+

Clickwraps executed so far

1-2 days

For onboarding vendors

60%

Reduction in contracting workload for the legal team

900+

Clickwraps executed so far

1-2 days

For onboarding vendors

Get Your Contract Lifecycle Management Buyer’s Guide Now.