Cross-Functional Workflow
Scenario: A major customer agreement ($2M, three-year term)
Multi-Persona Collaboration Using Discovery AI
Day 1: Contract Execution
A sales account executive uploads a signed contract to Salesforce.
- Discovery AI automatically imports and processes the contract.
- The contract's status is Pending Review (Level 2).
- Review is assigned to a senior paralegal.
Day 2: Initial Review
Emily, a senior paralegal, reviews the contract in detail.
- Emily validates 38 provisions (45 minutes).
- She identifies two high-risk items.
- She documents the deviations from standard terms.
- Emily submits the contract with highlighted risk factors for approval by the General Counsel.
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The contract's status is Pending Approval.
Day 3: Executive Approval
Michael, the General Counsel:
- Reviews Emily's work.
- Focuses on risk insights and deviations (15 minutes).
- Verifies that the high-risk items have business approval.
- Approves the contract.
- Discovery AI: Saves all data to Salesforce
- The contract's status is Approved.
Day 3: Automatic Downstream Actions
- Sales Ops (Jennifer): Annual recurring revenue (ARR) is automatically credited to the account executive.
- Finance: A revenue recognition schedule is automatically created.
- Customer Success: Onboarding conforming to the contract terms is triggered.
- Product: Seat allocation and provisioning are initiated.
- Renewals: A renewal reminder is scheduled for 2027.
Total Time
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Emily: 45 minutes (vs. two hours if done manually)
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Michael: 15 minutes (vs. one hour if done manually)
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Combined: One hour (vs. three hours if done manually)
Everyone Benefits
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Sales: Fast approval, immediate quota credit
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Legal: Risk validation, audit trail
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Finance: Accurate revenue data
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Customer Success: Contract terms for onboarding
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Renewals: Proactive renewal pipeline