Profile

Her company recently acquired a smaller competitor, and with it, 2,500 legacy contracts (from 2015 to 2024) stored in filing cabinets and shared drives. The contracts are a mix of customer agreements, vendor contracts, real estate leases, and employment agreements. All this data is unstructured PDFs or scanned images.

Responsibilities

• Lead legacy contract migration to CLM
• Coordinate document scanning and digitization
• Ensure accurate contract data in Salesforce
• Prioritize high-value contracts for review
• Report weekly progress to executive steering committee
• Train review team (three paralegals, two contract analysts)

Pain Points

• Manual review of 2,500 contracts would take 5,000+ hours
• Inconsistent data extraction across reviewers
• No visibility into contract portfolio until migration complete
• Key renewal dates being missed during transition
• High-value contracts buried in backlog
• Budget limited to three-person team for six months

Week 2: Discovery AI Configuration

Setup Tasks

Configure Record (Contract) Types

• Customer Agreement (with Enterprise, Mid-Market, and SMB sub-types)
• Vendor Agreement (with Strategic, Standard, and Low-Value sub-types)
• Real Estate Lease
• Employment Agreement
• NDA
• Professional Services

Configure Worksheets

Because these are legacy contracts (not new negotiations), Patricia focuses on extracting the basic data needed for CLM.

Basic Worksheet (all contract types)

Fields

• Agreement Title
• Parties (Customer/Vendor Name)
• Effective Date
• Expiration Date
• Contract Value (Annual and Total)
• Payment Terms
• Auto-Renewal (Yes/No)
• Renewal Notice Period
• Governing Law
• Termination Notice Period
• Contract Status (Active/Expired)
• Primary Contact
• Department/Business Unit
• Account Manager/Owner
• Legacy Contract ID

Clauses

For risk assessment:

• Termination Clause
• Limitation of Liability
• Indemnification
• Confidentiality (if applicable)
• IP Ownership (if applicable)
• Non-Compete (if applicable)
• Change of Control
• Assignment Rights

Risk Insights

• 🔴 Contract Expired (The Expiration Date value is less than (before) today's date.)
• 🟡 Expiring Soon (The Expiration Date value is within 90 days.)
• 🟡 Auto-Renewal Notice Due (The notice deadline is within 30 days.)
• 🔴 High Value, No Renewal Options (The contract value exceeds $500K with no remaining renewals.)
• 🟡 Change of Control Terms (This has implications for mergers and acquisitions.)

Configure Batch Processing

• Batch size: 100 contracts of a given record type
• Processing schedule: Overnight (8 PM–6 AM)

Bulk Upload: High-Priority Contracts

First bulk upload: 100 enterprise customer Master Service Agreements

Monday 9:00 AM: Patricia prepares the first batch

Patricia's team created batches of up to 100 enterprise customer agreements of a given record type, organized in the \\shared\legacy-migration\batch-001-enterprise folder.

Quality Pre-Check

Patricia spot-checks five random documents:

• ✓ All pages present (no missing pages)

• ✓ File size <50MB per document

9:30 AM: Bulk upload to Discovery AI

Discovery AI Import Screen:

Bulk Contract Upload

Upload Method:

• Local files or network folder: \\shared\legacy-migration\batch-001

• Import from CLM (Salesforce Files synced to Platform CLM)

• From SharePoint

• Via API call

│ Contract Type: [Customer Agreement - Enterprise]     │
│ Worksheet: [Enterprise Customer Worksheet]           │
│ Extraction Option selected:                          |
│ ☑ Automated Extraction                               |

│ Ensure Review Level for record-type on DAI Admin     |
│ Review Level: Level 2 (Review & Approve)             │
│ Files Selected: 100 contracts                        │
│ [Start Upload] [Cancel]                              │ 

9:45 AM: Upload initiated

Progress:
Uploading: [████████████████████] 100%
Queued for Processing: 100 contracts 
Documents Processed and Ready for Review

Patricia repeats this for the next batch of documents.

Processed documents are reviewed individually and saved (via Review Complete) back to CLM.