Contract Lifecycle Management (CLM)
Built for agility, security, and compliance, our CLM solution offers Smart, Secure, and AI-Driven solutions.
From Initiation to Expiry - Full Lifecycle Coverage
CaseDocker’s CLM supports a comprehensive eight-stage process, ensuring no step is missed:
- Initiation & Validation - Accept requests via email or portal
- Drafting & Internal Review - Collaborate with internal teams using smart editors
- Negotiation - Manage online/offline external reviews
- Approval & Execution - Automate approvals and finalize with e-Sign or e-Stamp
- Post-Execution Compliance - Monitor obligations and risks
- Renewals & Amendments - Handle changes with ease
- Expiry Notifications - Stay ahead of deadlines with smart alerts
CDGenie: Let AI Do the Heavy Lifting
Powered by CDGenie, CaseDocker brings AI to every phase of contract management
AI Drafting Assistance
Automatically generate and refine contract clauses
Smart Risk Review
Identify red flags and suggest improvements
Contract Analytics
Gain insights into risk, compliance, and performance
Obligation Matrix
Track commitments post-signing with precision
CLM Integration with Other CaseDocker Modules
Explore how Contract Lifecycle Management works seamlessly with Playbook Automation, Notice Handling, and Case Management.
Playbook Module
Automates contract workflows using no-code tools and business rules.
How it Works with CLM
Playbooks automate CLM tasks like request intake, approval routing, e-signature execution, and post-signing follow-ups.
Example
An NDA request is automatically approved, signed, and distributed using predefined logic.
Benefits
- Eliminates manual contract handling
- Accelerates turnaround time
- Enforces policy compliance
- Feeds data into analytics dashboards
Case Studies
Manufacturing
Streamlines supplier contracts and renewals to reduce compliance risks.
Insurance
Simplifies policyholder agreements and claim-related legal compliance.
Financial Services
Automates approvals and ensures compliance across banking, finance, and lending.
Pharmaceutical
Secures research and supply contracts while meeting strict healthcare regulations.
Telecom & IT
Centralizes vendor and customer agreements with automated compliance checks.
FMCG
Supports fast-moving contract approvals for suppliers and retail partners.
Comparision
| Feature | CaseDocker CLM | Traditional Solutions |
|---|---|---|
| End-to-End Contract Lifecycle | Covers the full lifecycle: request, drafting, negotiation, e-signing, renewal, and expiry tracking. | Handled in silos with manual processes, causing delays and inconsistencies. |
| AI-Powered Drafting & Review | Uses AI (CDGenie) for smart drafting, risk detection, rephrasing, and analytics. | Relies on manual review, missing AI insights and error prevention. |
| Versioning & Collaboration | Supports version control, real-time editing, multilingual tools, and team collaboration. | Lacks integrated collaboration or version tracking, leading to errors. |
| E-Signing & Digital Execution | Enables secure digital signing and e-stamping (DSC, Aadhaar, PAN) with full traceability. | Often requires physical presence or third-party tools. |
| Obligation & Compliance Management | AI tracks obligations and ensures audit readiness with alerts and enforcement tools. | Managed in spreadsheets or via email, risking missed actions. |
| Integration & Workflow Automation | Connects seamlessly to ERP, CRM, and case systems via APIs and Playbooks. | Operates in isolation with little automation or integration. |
| Centralized & Secure Repository | Single, searchable source with clause library, contract finder, and notarization. | Scattered across drives and inboxes with poor accessibility and security. |
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