Case Study: Leading Global Investment Management Company achieves transparency, automation and contract lifecycle efficiencies with Legisway

How CLM Matrix helped a global investment manager deliver transparency, automation, and efficiencies throughout the contract lifecycle

Leading Global Investment Management Company struggled with a largely manual, fragmented contract lifecycle—creating, negotiating, and executing agreements by email led to version-control issues, siloed tracking, and contracts scattered across SharePoint and file shares. To address this, the organization engaged Legisway and implemented its CLM functionality to provide self-service contract generation and configurable workflow automation.

Legisway delivered a consolidated template and clause library, a central contract repository, and automated negotiation and execution workflows. The implementation drove 92–95% digitalization, established start-to-finish workflow transparency, ensured clause changes propagate across templates, and shifted time previously spent locating contracts to more strategic contract and negotiation work; the solution has scaled with the organization over more than five years.