Implementing a Contract Lifecycle Management (CLM) system is a big step - but it only delivers value if your organization is ready. At LegalO2, we help you prepare with strategic, hands-on support that ensures your contracts, processes, and people are aligned from day one.
Too often, organizations invest in powerful CLM tools without addressing the foundational issues that limit adoption and ROI. We help you identify and resolve those issues upfront - so your system rollout doesn’t stall, and your team hits the ground running.
1. Contract Audit & Data Mapping
We review a representative sample of your existing contracts to assess structure, consistency, and metadata gaps. Then, we map your key terms and clauses to the fields needed for your future CLM platform.
2. Playbook & Template Review
We assess your current templates, clause libraries, and negotiation playbooks to ensure they’re ready for system integration and automation.
3. Stakeholder & Workflow Alignment
We work closely with legal, procurement, sales, and ops teams to map current-state workflows and identify improvements that a CLM can support. We help ensure buy-in across functions before implementation begins.
4. Platform Fit Consultation (Optional)
Still choosing a CLM vendor? We can provide neutral, expert input to help you evaluate your options based on contract types, team size, and operational goals.
5. Data Clean-Up & Normalization Strategy
We define a plan for migrating clean, organized contract data - whether from shared drives, legacy tools, or spreadsheets - so nothing slows you down later.
Whether you're just starting to explore CLM or you've already selected a platform and want to make sure your data and processes are implementation-ready, our Readiness Support program meets you where you are.
We bring a unique blend of legal expertise, CLM experience, and operational insight - plus deep familiarity with platforms like SpotDraft and smartContract. Our readiness work is designed to reduce rework, speed up adoption, and increase your long-term return on investment.
Ready to set your CLM implementation up for success?
Let’s talk about how we can help.