Transforming Contract Management with Automation and Insights

Case Studies

Transforming Contract Management with Automation and Insights

ClearyX designed and implemented a bespoke self-service solution for a Canadian client to manage contracts and approvals from a single, centralized source.

Challenge

Our client required a more efficient, customized, and scalable solution to improve their contract management system and approval workflows.

Solution

The ClearyX technology team designed the custom solution with our client.

A centralized dashboard to oversee all contracts and approval workflows.
A series of automated workflows for routing documents through the approval chain.
Custom-built automation for generating and processing agreements.
Integration with the client’s existing document management system.
Interactive data visualizations for real-time insights into contract status and key metrics.

Highlights

in the first year

Contracts

0 +

Workflow Rules

Users

Automated Templates

Client Testimonial

"ClearyX brought a practical approach to our contract management challenges. The team took time to understand our specific needs and worked collaboratively with us on a tailored solution. The centralized dashboard they developed improved visibility across our contracts, while the automated workflows have notably streamlined our approval processes. In the first year, the solution has effectively handled our volume of over 5,000 contracts with specialized workflow rules and templates across our user base. ClearyX’s combination of legal knowledge and technical capability delivered a customized solution that addresses our specific requirements.”

- VP & Associate General Counsel

Our Solutions

At ClearyX, we are striving to revolutionize legal services and provide efficient, tech-forward solutions for some of the most frustrating challenges experienced by legal teams and business leaders, such as contract management, document and process automation.

Case Studies