Case Study: Orion Advisor Services achieves 75% reduction in contract turnaround time with DocuSign CLM

Orion Advisor Tech Caters to Unique Customer Needs with DocuSign CLM

Orion Advisor Tech provides portfolio management software for financial advisory firms and needed a flexible contracting process to match each client’s unique business and agreements. As the company scaled, contracts became increasingly customized, creating version-control issues and forcing sales reps to wait on legal for even minor edits, which slowed deal cycles and increased risk.

Orion expanded from DocuSign eSignature to DocuSign CLM integrated with Salesforce, giving a central repository, approved customizable templates, automated contract generation and redlining directly in the sales workflow. The change empowered sales to make routine edits, reduced legal bottlenecks and errors, and cut average contract turnaround time by 75%—from 48 hours to just 12.

Orion Advisor Services

Robin Danahy

Senior Sales Administrator