Setting up a CLM: From Pilot to Production in 90 Days
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Implementing a Contract Lifecycle Management (CLM) system is often seen as long, complex, and resource-heavy, but it doesn’t have to be. With the right framework, cross-team alignment, and disciplined pilot strategy, legal functions can go from proof of concept to production in just 90 days. In this discussion, leaders from Deloitte, IHG, Artificial Lawyer, and SpotDraft share hard-earned lessons from real implementations: what worked, what didn’t, and what separates a successful rollout from shelfware.
What you’ll learn:
- Define success early: How to scope and structure a CLM pilot that’s measurable and repeatable.
- Avoid the pitfalls: The most common reasons implementations stall—and how to prevent them.
- Adoption & change management: Winning executive buy-in and bringing business users along.
- Post-implementation ROI: Proving success through data—time saved, risk visibility, and faster deal cycles.
- The AI advantage: Using generative AI to accelerate drafting, improve search, and enhance negotiation.
- Future-ready workflows: Agentic AI and integration trends shaping the next generation of CLMs.
In this webinar, we cover:
00:00Welcome & Introductions: Framing the 90-day CLM challenge and what success looks like.
02:15 What is CLM today? Redefining contract lifecycle management beyond repositories.
04:20 The CLM mindset: Why good contracting is as much about process as it is about tools.
06:05 AI in Contracting: How GenAI and semantic search are reshaping CLM workflows.
07:45 CLM vs. AI: Why automation enhances, not replaces, contract lifecycle tools.
09:10 The Legal Ops Perspective: How cross-functional teams drive successful rollouts.
11:00 Starting Small: Eduardo’s playbook for piloting CLM with impact, not overload.
13:30 Choosing the Right Pilot: Picking 1–2 contracts to test workflows and adoption.
15:00 Measuring Success Early: KPIs that actually matter in the first 30–60–90 days.
17:25 Change Management: Overcoming internal resistance and securing executive alignment.
20:40 Implementation Do’s & Don’ts: Templates, playbooks, and simplification first.
23:10 Integrations that Matter: Why connecting CLM with CRM, ERP, and intake tools boosts ROI.
25:55 Post-Signature Value: Tracking obligations and surfacing missed revenue opportunities.
28:15 Building ROI Narratives: How legal teams prove time savings and efficiency to CFOs.
30:00 AI-Powered Dashboards: How legal needs an analytics suite for measuring contracting impact.
32:45 Avoiding Shelfware: Lessons from failed rollouts and how to sustain adoption.
36:20 The Future of CLM? Agentic AI, integrations, and the rise of connected legal ecosystems.
38:10 Closing Insights: Practical next steps to move from pilot to full-scale production.
“The most successful CLM projects aren’t about the technology — they’re about everything around it. Your templates, your data quality, your playbooks, your people — those are what determine whether the implementation actually works.”
— Roisin Noonan, Associate Director, Deloitte
References
1. Your Ultimate Guide to a Successful CLM Implementation Process
2. Why Your Expensive CLM System Is Making You Slower
3. Five CLM Metrics That Heads Of Legal Are Measuring




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