Whitepaper

Sorting and Organizing your Legacy Contracts

Organizations today possess thousands of contracts spread across multiple repositories like shared drives, email, legacy systems, Salesforce, file cabinets. Before you migrate to a CLM platform, you need complete visibility into what you actually have.

Most legal teams cannot answer basic questions: How many MSAs exist? Which contracts are approaching renewal? Which amendments are unlinked? Until you can organize your contracts and extract their metadata, no CLM investment will work effectively.

This whitepaper provides a 6-step framework to locate, organize, deduplicate, classify, and prepare legacy contracts for successful CLM migration, whether you’re buying new software, migrating platforms, or exiting a failed system.

Key Takeaways

  • The 6-Step Framework
  • Document De-duplication
  • Document Classification
  • Metadata Extraction 
  • Practical Tools & Methods 
  • Migration Readiness
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