Ironclad CLM

- Very easy to update/edit/change a workflow design (or a contract generated by a workflow design) if you spot an error or are making a general change to your form. I can make most requested changes in less than a minute. - It's easy to duplicate an existing workflow design to use as the basis for another one that may have a similar structure and launch form questions, saving a lot of time in the setup process. - The transparency provided by the Activity Feed has been incredibly helpful when we've had personnel changes in our team (or vacation coverage issues) and needed to move responsibility from one team member to another. - The dashboard view is fully customizable, and I have several different views available at a click. I can immediately see what's waiting for me to look at, what's in my pipeline but not ready for me yet, what I've sent out, what I have paused, and what's out for signatures. I'm more organized than I've ever been, and I've been handling contracts here for over 20 years now.

It was simple to get a template set up and just re-use that template over and over, saving valuable time!

The Requester experience and workflow configurability continues to be one of the strongest features. The workflow engine provides and outstanding set of configurations and tools to adapt to our approval policies and contracting paths. The rollout and enablement supported by Ironclad proved to be a cost-effective option for us when implementing Ironclad. Because of our previous experience with the platform and the systems ease of use, we were able to implement the application from scratch within 3 months with minimal consultant help. Finally, the account team and learning library within Ironclad are both fantastic at providing support. From the responsive account team to the in-depth articles and step-by-step guides in the library, there is no lack of support for your questions.

- Searching for a pending or completed workflow is inconsistent at best. Using quote marks to narrow what I'm looking for only helps sometimes. - We love being able to email documents to the counterparty directly from the IC workflow, and have that email drop into the Activity Feed - however, when the counterparty responds, we cannot respond to their email from IC and are forced back into our email system instead. - In the April user interface update, IC combined all workflow documents (the ones being signed) with reference documents in a single document view. You can't tell at all, from the tabs in that document view, which documents are those being negotiated. Also, the document view will only show Word and PDF files, so if your reference documents (like a price list) are in Excel, the document view will say that it's a Word document (when it isn't) and then give you a viewing error.

It was a bit clunky in the feel and look of the agreements I created and used within the platform.

Out-of-the-box analytics and reporting are improving, but some operational questions still push us towards periodic data exports for deeper analysis. Additionally, renewal notifications and date queries still remain an elusive challenge.