Composite Case Study

Improving Contract Review & Legal Operations Visibility

Contract Review Legal Operations Workflow Visibility

This composite case study reflects common challenges faced by mid-sized legal teams managing high contract volumes with limited operational support.

Background

A mid-sized legal organization was responsible for reviewing and managing a growing volume of commercial agreements across multiple departments. Contract intake, review, and tracking were handled through a combination of shared inboxes, spreadsheets, and document repositories.

While the legal team was highly capable, the surrounding systems did not provide sufficient visibility into workload, turnaround times, or recurring risk areas.

Key Challenges

  • Limited visibility into contract status and review progress
  • Manual tracking across spreadsheets and email threads
  • Difficulty reporting on workload and turnaround times
  • Inconsistent intake information from business stakeholders
  • Growing pressure to demonstrate efficiency and control

Approach

The focus was first on understanding how contracts actually moved through the organization — from intake to execution — rather than forcing a new system onto existing habits.

  • Clarified intake requirements for business users
  • Centralized contract tracking into a single source of truth
  • Standardized status definitions across teams
  • Enabled lightweight, reliable reporting

Outcome

Legal leadership gained clearer visibility into contract volume, review timelines, and operational bottlenecks — without increasing administrative burden on the legal team.

  • Reduced manual tracking and follow-up
  • Improved confidence in reporting and metrics
  • Better alignment between legal and the business
Disclaimer: This case study is a composite example based on common legal operations scenarios. Specific details have been generalized or anonymized to protect confidentiality.

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