Your Contract Operations Partner
For LegalSifter Contract Logix customers who want to get the most from their contract management system without adding headcount, our managed services provide the support and ongoing optimization needed for long-term success.
Flexible Managed Services to Maximize Your CLM Investment
As your business grows, so do your contract management needs. Like any SaaS platform, a CLM system requires ongoing support to drive adoption and long-term value. LegalSifter’s Contract Operations as a Service is designed for LegalSifter Contract Logix customers, offering flexible, on-demand support. Use service credits for ongoing or ad-hoc help with configuring, managing, and optimizing Contract Logix.
Flexible Services
Our Contract Operations as a Service is designed as a flexible model to deliver the support you need, when you need it.
Flexible menu of servicesRegular tailoring of prioritiesHours can be consistent or “spiky” to meet your needsMulti-Disciplinary Expertise
Our team of CLM and contract data management experts will support your needs across a range of requirements.
AI-based contract data extraction and cleanupWorkflows and templatesEnablement and trainingSystem administrationSubscription Pricing
Proactively manage your budget with a subscription model that guarantees total cost of ownership.
Proactive system managementDaily support for everything from training to health checksFixed costs with flexible impactLegalSifter Managed Services
Configuration & Set Up
We help tailor your CLM platform to match your business processes, contract types, and communication needs. From template setup to workflows and integrations, our team ensures your system is configured for clarity, consistency, and control.
CLM configuration services include:
- Contract Template Setup: We build contract templates with dynamic fields and logic so your team can generate consistent agreements quickly and accurately.
- Approval Workflow Configuration: We design workflows that automate steps like drafting, review, and approval to streamline how contracts move through your organization.
- Email Notifications and Communication Setup: We create and configure email templates that keep stakeholders informed about contract activity, deadlines, and required actions.
- Contract Record Type Configuration: We build out additional contract types or intake forms based on your needs, including custom fields, layouts, alerts, and AI-powered data extraction where applicable.
Data Quality & Management
Your CLM is only as powerful as the data it contains. We can help with migrating contracts into the CLM or doing clean up work for contracts that haven’t been pristinely maintained.
Data services include:
- Data Migration: Using AI-enabled technology, we import your existing contracts and metadata into your CLM platform for easy access and tracking.
- Data Cleanup and Standardization: We help clean and organize your existing data for better accuracy, consistency, and searchability across your CLM.
Daily Operational Support
Ongoing CLM management takes time and attention. Our team can take on the day-to-day work so you can focus on higher priorities. We’ll help keep your system organized, updated, and running smoothly.
On-going CLM management services include:
- Contract Template Maintenance: We update and maintain your contract templates as your language, logic, or formatting needs change.
- User Access and Permissions Management: We manage user roles, permissions, and access levels to ensure the right people have the right visibility.
- Daily Contract Deposits: We handle regular contract uploads, ongoing key data and term extraction and entries as part of your ongoing support.
System Optimization
Whether you need better reporting or additional team training, our services are designed to keep your system aligned with your goals.
CLM optimization services include:
- Custom Reports and Dashboards: We create tailored reports and dashboards to track the data that matters most to your business, from contract terms to financial metrics or business-specific requirements.
- User Training: We provide training to ensure your team understands how to get the most out of your CLM system, whether you’re onboarding new users or rolling out new features.
What Our Clients Are Saying
“I’ve lost count of the number of CLM products pitched to me. LegalSifter’s tech is as good as any of them, but what closed the deal was their approach as true partners rather than simply tech providers. They have continued to be just as responsive post-implementation and genuinely committed to our success.”
Marc Mandel, SVP & General Counsel, Exos
Featured Resources
Blog
Limitation of Liability: The Contract Clause That Defines the Financial Downside
Learn how limitation of liability clauses define maximum financial exposure, and how AI contract review with ReviewPro flags missing caps and carveouts.
Learn More →
Blog
Force Majeure: The Contract Clause That Defines Performance When the Unexpected Happens
Learn what force majeure clauses mean, why drafting consistency matters, and how AI contract review helps flag risky deviations automatically.
Learn More →
Blog
Contract Binders: The Structural Foundation of Scalable Contract Lifecycle Management
Learn how contract binders improve contract lifecycle management by structuring agreements around relationships, enabling clear governance & scalable oversight.
Learn More →Contract Operations FAQs
What is Contract Operations as a Service (COaaS)?
COaaS is a full-service contract management solution where LegalSifter provides the people, processes, and expertise needed to keep your CLM running smoothly so your team doesn’t have to manage it alone.
How does LegalSifter differ from other CLM service providers?
Unlike other CLM providers, we go beyond software. We act as an extension of your team, offering hands-on support, expert guidance, and continuous optimization.
What if my team already has a CLM administrator?
We complement your existing team, handling tasks like workflow design, user management, and reporting so they can focus on higher-value strategic work instead of system maintenance.
How long does it take to implement or optimize a CLM system with LegalSifter?
Timelines vary based on complexity, but our structured onboarding and industry expertise ensure an efficient implementation with minimal disruption.
How do I get started with LegalSifter’s Contract Operations services?
If you’re a LegalSifter ReviewPro or Contract Logix client, contact us to schedule a consultation and see how we can streamline your CLM operations.