Contract management · Production

Convious reduces contract risk and streamlines management with Juro

The problem

Convious had no reliable system to manage contracts, which were scattered across many hands and drafted in Word, allowing stakeholders to modify terms freely and creating inconsistency and risk across the portfolio.

Workflow diagram · grounded in source

Contract generation in HubSpot

trigger

“They simply open the CRM and generate a contract, which populates the agreement with all of the information from the deal”

Juro-HubSpot CRM integration

integration

“Convious also integrated Juro with their CRM, HubSpot, to automate these processes further”

Template rules auto-update terms

validation

“Vanessa's team also embedded Juro's rules and conditions into their templates, meaning the terms within them update automatically based on deal type and other key details such as duration”

Manual smartfield completion

human_review

“They're left with a maximum of six smartfields they have to populate manually to conclude the contract and send it for approval”

Tiered approval workflow

human_review

“contracts to flow through three levels of approval: Head of Sales, CFO, and CEO”

AI-assisted contract translation

ai_action

“Vanessa has also benefitted heavily from Juro's AI Assistant, which she often uses for translating contract terms”

AI extract analyzes contract complexity

ai_action

“Juro's AI extract functionality – in particular how well the AI was able to understand the complexity of the terms and provide clarity on this information”

Repository and dashboard reporting

output

“I have a custom dashboard and table view where I can instantly view all of the contracts agreed in the last month, and pre-defined filters so I know exactly what's relevant for our reporting. The finance team uses it in a similar way for…”

Reported outcome

Implementing Juro gave Convious a centralized contract process that significantly reduced risk and drove efficiencies across the business; Juro's AI Assistant further reduced the effort needed to translate and redraft contracts into multiple languages.

Reported metrics

Risk reductionreduced risk levels significantly

Business efficienciesdriven efficiencies for the business

Translation time vs manualat least three times as long manually

Reported stack

JuroJuro's AI AssistantJuro's AI extractHubSpot

Source

https://juro.com/case-studies/convious

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Frequently asked questions

What did this team achieve with this AI workflow?

Implementing Juro gave Convious a centralized contract process that significantly reduced risk and drove efficiencies across the business; Juro's AI Assistant further reduced the effort needed to translate and redraft…

What tools did this team use?

Juro, Juro's AI Assistant, Juro's AI extract, HubSpot.

What results were reported?

Risk reduction: reduced risk levels significantly; Business efficiencies: driven efficiencies for the business; Translation time vs manual: at least three times as long manually (source-reported, not independently verified).

How is this contract management AI workflow structured?

Contract generation in HubSpot → Juro-HubSpot CRM integration → Template rules auto-update terms → Manual smartfield completion → Tiered approval workflow → AI-assisted contract translation → AI extract analyzes contract complexity → Repository and dashboard reporting.