Case Study: Heidrick & Struggles accelerates client contracting and billing with DocuSign CLM and Salesforce

Heidrick & Struggles Transforms Client Contracting With DocuSign CLM and Salesforce

Heidrick & Struggles, a global executive search and consulting firm serving 70% of the Fortune 1000, needed a faster, more efficient way to manage contracts and internal agreements. Using DocuSign eSignature and DocuSign CLM with Salesforce, the company moved away from manual printing, scanning, emailing, and FedEx-based workflows that slowed down finance, HR, legal, and client contracting.

DocuSign implemented an end-to-end agreement process that automated contract generation, approvals, storage, and management, while syncing Salesforce data and creating automated alerts. The results included about a week saved per agreement in signature gathering, faster billing and revenue recognition, fewer manual touchpoints, improved visibility, and a simpler workflow that reduced errors and enabled more flexible process changes.

Heidrick & Struggles

Catherine Baderman

Vice President of Business Operations