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TL;DR Download the CSV checklist. You can also view it in the table shown here. # Control What to verify Evidence to request Why it matters Map to frameworks 1 SOC 2 Type II in-scope for Security at minimum Report period within last 12 months. TSCs covered: Security + any others needed. SOC 2 Type…
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TL;DR A minimal Salesforce to CLM integration can be delivered in one week if scope is narrow, a sandbox mirrors production, and sync patterns, approvals, and API limits are planned up front. Use Salesforce’s Integration Patterns & Practices to choose the sync model, align on sandbox types and templates, and watch the developer limits and…
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Perfect — here’s the rewritten, publication-ready version of Redline Duration by Contract Type with true inline sourcing. Every link is embedded in the organization name or report title, never tacked on at the end. Redline Duration by Contract Type TL;DR Background & context Contract cycle time is the most reported KPI in legal operations, but…
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Tl;dr We verified ten vendor release notes or “what’s new” pages published or updated in September 2025. Themes: incremental improvements to CLM workflows, richer search and review in knowledge and discovery tools, and more admin-visible audit and deployment details. Concord’s public changelog remains active, with versioned entries through July that many teams missed over the…
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If you only listened to vendor marketing, you would think every company is using AI to negotiate contracts and draft complex agreements without lawyers. The reality is very different. In practice, most organizations stick with simple AI features that deliver immediate value and avoid unnecessary risk. According to the ABA’s 2024 Legal Technology Survey, about…
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When you are evaluating contract lifecycle management (CLM) platforms, the hardest part often is not comparing features but understanding what the final bill will look like. Pricing in this market is complex. Vendors use different models, hide key costs in services and integrations, and create uncertainty that makes budgeting difficult. I have learned this the…
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When you are running legal in a small or mid-market company, the mandate is clear: any technology you buy has to prove its value fast. Budgets are tight, executives are skeptical, and the business does not have patience for long implementations. That is why I like the 90-day rollout model for contract lifecycle management (CLM).…
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When you are running legal for a small or mid-market company, you do not have the luxury of six-month implementations or armies of consultants. You need tools that work quickly, create immediate value, and do not overwhelm the business. That is especially true with contract lifecycle management (CLM). The research backs this up. Some platforms…
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Podcast interview with the anonymous in‑house General Counsel of a mid‑market organization. Names and identifying details have been modified or omitted. Theo: Welcome back to The Clause & Current Show, where we talk to the people actually shipping change in legal. Today’s episode is a special one: How We Went Live with AI CLM in…
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When you sit in-house, the hardest sell is often convincing executives that legal operations is not a luxury. It is a business driver. I have seen what happens when legal teams try to scale without a framework. Costs climb, matters pile up, and the business starts to view legal as a blocker. The right investment…