Diversified Holding Company Builds CLM Expertise with IntelAgree Workshops
Managing contracts for a company that spans multiple service lines is no small feat. For Matthew A., Corporate Counsel at a diversified holding company, it meant overseeing agreements for everything from multifamily housing and commercial projects to land development — often without the structure or visibility needed to keep pace.
I can usually find what I need in five minutes or less. Having those details organized in one place has been a huge improvement for us.
— Matthew A., Corporate CounselThe challenge
Scattered files, no structure
No formal contract management system was in place. Files were scattered across shared drives and inboxes with inconsistent storage locations, making historical contracts time-consuming and tedious to find, with no structure for approvals, execution, and filing.
The solution
A centralized repository and workshops
IntelAgree provided a centralized, searchable repository with attribute tagging to track renewal dates, assignability, and notice provisions. Learning and Optimization Workshops enabled platform mastery and workflow refinement, with the platform evolving to fit the company's multi-entity structure.
The results
Faster retrieval and deeper expertise
Contract details became retrievable in five minutes or less, and the company gained visibility into vendor relationships and agreement terms. Completing more workshops than any other IntelAgree client built a scalable CLM foundation.
- ✓ five minutes or less time to find contract details
"No one seemed to know where anything was — it could be paper, it could be digital, and if it was digital, it could be saved in a number of spots."
— Matthew A., Corporate Counsel"It renewed my focus because I realized there were more efficient ways to manage my in-progress contracts."
— Matthew A., Corporate Counsel"You can make it exactly what you need. And if it's not there yet, it likely will be."
— Matthew A., Corporate Counsel"IntelAgree has a great product, but it's the team behind it that makes the difference."
— Matthew A., Corporate Counsel