Client: A leading global water treatment company
Overview
A leading global water treatment company delivering residential, commercial, industrial, and municipal water solutions was burdened by the time and cost spent on managing, storing and gaining insights for future transactions from its contacts.
The Challenge: A First-Ever CLM System — With No Roadmap
When the company’s legal team set out to implement its first-ever Contract Lifecycle Management (CLM) system, the scale of the task quickly became clear.
Key pain points included:
- Fragmented contracts spread across siloed local and legacy storage systems
- No standardized workflows for drafting, approvals, or renewals
- Manual template and clause selection, leading to inconsistency and errors
- No AI capability in-house to support contract intelligence initiatives
- Limited organizational visibility into contract status and obligations
- A complex legacy migration requiring secure transfer and metadata tagging
At the same time, they wanted to harness the power of generative AI for contract intelligence — but lacked the in-house expertise to make it a reality. With a complex global operation spanning multiple functions, the company needed a partner who could deliver both technical depth and structured execution.
The Solution: CLM Transformation Delivered in 11 Months
Integreon deployed a dedicated team of five specialists from its global CLM Centre of Excellence (COE). Working in close partnership with the company’s contracts team, Integreon executed a structured phased rollout, which included:
Phase Delivery & Workflow Configuration
Integreon configured distinct contract types across the company’s most critical business functions:
- Sales & Distribution: NDAs, Agent, Dealer, and Distributor Agreements
- HR & Legal: Audit and Severance Agreements
Each workflow was purpose-built to reflect unique approval structures and business rules, replacing ad hoc processes with consistent, repeatable digital workflows.
Advanced Automation & Intelligent Drafting
The team configured automated logic for template and business unit selection, attribute-based approval routing, and dynamic clause insertion — dramatically reducing the manual effort previously required to draft and negotiate contracts.
Legacy Contract Migration
Integreon securely migrated the company’s library of legacy contracts into the new CLM environment, complete with full metadata extraction and tagging, ensuring a clean and organized transition from day one.
System Integrations
Standard integrations were deployed for DocuSign (e-signatures) and SSO (secure access), with a proof-of-concept also completed for a Jira-to-Leah integration to further streamline project and contract workflows.
AI-Powered Contract Intelligence
Integreon configured Leah-modeling to automate clause analysis and risk identification — bringing enterprise-grade AI contract intelligence to the contracts team without requiring any in-house AI expertise.
Training & Enablement
The team delivered comprehensive User Acceptance Testing (UAT) scripts, user training guides, and dedicated end-user and admin training sessions — ensuring teams were fully equipped to operate independently from day one.
The Results: Operational Excellence, At Scale
The impact of Integreon’s engagement was immediate and measurable across the organization’s legal, sales, and HR operations:
- Standardization: Workstreams digitized and unified across global operations
- Centralized Visibility: Sales, HR, and Legal contracts consolidated into a single source of truth
- AI-Driven Efficiency: Leah-modeling significantly cut manual review time for recurring contract types
- Operational Readiness: Robust training and documentation ensured a smooth, self-sufficient transition
- On-Time Delivery: All three phases delivered on schedule via a dedicated offshore delivery model
Why Integreon
This company needed more than a technology implementer — they needed a trusted partner bringing CLM expertise, AI capability, and structured delivery under one roof. Integreon provided exactly that: a specialized, offshore team that operated as a seamless extension of their legal and operations functions, delivering a complex, multi-phase transformation on time and to specification.
“Integreon transformed what could have been a daunting first-ever CLM implementation into a structured, phased journey — giving us visibility, consistency, and AI-driven intelligence across our contract operations.”
— Associate General Counsel
Ready to transform your contract operations?
Contact Integreon to learn how our CLM Centre of Excellence can help your organization achieve the same results.
