Case Study: Bolton & Menk builds a centralized CLM operation with IntelAgree

Bolton & Menk builds 16 smart templates in 3.5 months with IntelAgree

Bolton & Menk, an employee-owned engineering firm, faced significant challenges with its contract management. The company had no centralized system, relying instead on an inconsistent, employee-driven process with contracts scattered across project files and no enforced legal review. To build a contract lifecycle management (CLM) operation from the ground up, the firm partnered with vendor IntelAgree.

IntelAgree, with implementation partner Elevate, delivered a complete CLM solution for Bolton & Menk. They consolidated numerous state-specific contracts into 16 standardized smart templates and established automated approval workflows. The implementation was completed in roughly three and a half months, resulting in a centralized, searchable repository for nearly 500 users. IntelAgree brought consistency to the process and provided the firm with a self-service platform to manage contracts effectively.

Bolton & Menk