Contract Lifecycle Management Purchasing Checklist

Before choosing your Contract Lifecycle Management (CLM) provider, it's important to ensure you have considered all the key features and functionality your business may need. From pre- to post-signature, your contracting tasks may require a lot of changes in order to make the most out of your CLM software, but how do you know what to look out for?

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At Summize, we want to help your business consider all the key aspects of your future contracting processes. To guide you, we've created a useful checklist with essential questions to help you assess your what you need from your CLM project and future implementation.

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Using our checklist, consider the following:
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• Which teams and users will be able to create contracts?
• Which users will be able to send tasks to the legal team and then what happens next?
• How many contracts, legacy and new, do you plan to upload to your CLM repository?
• Which integrations will make your CLM implementation easier for the whole business?
• Will analytics, such as insights and trends, be important for your business?

By downloading our checklist, you can outline your requirements to make sure you have a successful CLM implementation and full adoption across all areas of your business.
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Fill in the form above to receive your checklist today.