From Paperwork to Performance: How Morguard Achieves Digital Contract Management Excellence with IntelAgree.
When manual processes become a bottleneck, it's time to evolve. This is how Morguard, a leading real estate company, knew it was time to upgrade from outdated, time-consuming contract management to AI-based CLM software.
Often, there's a mismatch and lack of understanding between a business customer and a technology vendor where they may not be speaking the same language. But we've found that all of the things IntelAgree said they had — or were going to have — they've delivered on
— Beverly Flynn, Senior Vice President, General Counsel, and Corporate Secretary, MorguardThe challenge
Manual processes as a bottleneck
Morguard's contract processes relied heavily on law clerks and lawyers converting emails and intake forms into legal documents, with document tracking spread across teams, manual Excel updates, and uncertainty about storage locations. Teams lacked autonomy for low-risk contracts.
The solution
A property-driven CLM redesign
IntelAgree guided Morguard through migrating 20,000 contracts and redesigning workflows around its property-driven business model. The platform delivered standardized templates, automated workflows, co-editing, granular search, intake forms, and data pre-population.
The results
From paperwork to performance
Simple contracts now complete in significantly less time, real-time reporting gives visibility into contract activity, and the specialty leasing group closes hundreds of deals with digital oversight while duplicate data entry is eliminated.
- ✓ 20,000 contracts migrated into IntelAgree
"We needed our documents to be driven by properties, not owners."
— Beverly Flynn, Senior Vice President, General Counsel, and Corporate Secretary, Morguard"I asked senior leaders about the necessity of approving certain things, and many were worried they'd lose insight without this step."
— Beverly Flynn, Senior Vice President, General Counsel, and Corporate Secretary, Morguard"Because we often collaborate on documents with time constraints, co-editing gives us the ability to finalize documents without delays."
— Beverly Flynn, Senior Vice President, General Counsel, and Corporate Secretary, Morguard"Before, we had different people typing the same information over and over again for every deal."
— Beverly Flynn, Senior Vice President, General Counsel, and Corporate Secretary, Morguard"In our industry, in real estate, they tend to market tools specifically designed for us. I made the decision early on that a tool like that would be too limiting and inflexible with how our business is set up, so instead we chose IntelAgree -- and we're very happy with our decision."
— Beverly Flynn, Senior Vice President, General Counsel, and Corporate Secretary, Morguard