Case Study: Young's Holdings achieves centralized, digital contract management and rapid contract retrieval with Agiloft

Wine and Spirit Distributor Modernizes Contract Management to Improve Operational Efficiency

Young's Holdings, a long-standing family-owned operator in wine and spirits distribution and a manager of more than 1.5 million square feet of real estate, faced a fragmented, paper-based contract system across multiple West Coast offices. Decentralized filing made locating agreements, confirming termination dates and provisions, and producing timely reports slow and labor-intensive—paralegal staff often spent half their day hunting down contracts and manually tracking terms in spreadsheets, creating challenges for compliance and transaction due diligence.

The company deployed Agiloft CLM as a centralized, digital contract repository with custom workflows and automated notifications, completing implementation in roughly two months. The system dramatically sped searches (from about half a day to under five minutes), improved compliance by flagging missing signatures and expirations, enabled proactive lease and vendor management, raised team productivity, and delivered measurable ROI recognized by company leadership.

Young’s Holdings

Susan Koch

Senior Corporate Paralegal