Case Study: Wilshire accelerates investments and streamlines contract management with Ontra Contract Automation

Wilshire doubles NDA volume and accelerates investments with Ontra

Wilshire, a financial services firm, faced a challenge where a high volume of NDAs was impeding its service capacity and growth, burdening its in-house legal team. To address this, the company turned to vendor Ontra and its Contract Automation solution to find a more efficient and scalable alternative to increasing headcount.

Ontra's solution provided Wilshire with an automated, AI-powered platform to manage and track its NDAs. This allowed the investment team to review a significantly higher number of new deals in a shorter timeframe, effectively doubling NDA volume and accelerating the investment process. The results were so positive that Wilshire expanded its use of Ontra to manage third-party vendor agreements, gaining greater visibility and control over all its contracts.

Wilshire