Case Study: Orion Advisor Services achieves 75% faster contract processing and fewer errors with DocuSign CLM

Getting more contracts out the door for clients in less time and with fewer errors

Orion Advisor Services is a leading integrated portfolio accounting platform serving over 950 advisory firms with $375 billion in assets under administration. As the company grew, previously standard contracts required more client-specific negotiation; their DocuSign template set swelled to 20+ versions, creating version-control issues, frequent errors, and an inefficient process that forced sales to rely heavily on Legal for even minor edits.

Orion implemented DocuSign CLM integrated with Salesforce as a central repository with template, redlining, and contract-generation features. The solution empowered sales to make small changes, reduced errors and handoffs to Legal, and cut contract turnaround time by 75—from about 48 hours to 12—improving productivity and cross-team collaboration.

Orion Advisor Services

Robin Danahy

Senior Sales Administrator