Contract management ·

Lacework consolidates legal and contract management with Lexion

The problem

Lacework had no CLM in place, leaving the legal team with siloed workloads, minimal cross-departmental visibility, and unreliable KPIs. Completing a single task routinely required moving between three or four separate tools.

First attempt

The previous multi-tool workflow required the legal team to pivot repeatedly between separate tools for tracking, redlining, and filing, creating major roadblocks for the business.

Workflow diagram · grounded in source

Sales task submission from CRM

trigger

“our sales team can submit a task, respond to updates on a task, and maintain complete visibility into the status of a task, without leaving their CRM”

NDA generation and automatic routing

output

“Lexion's document generation feature enables the sales team to automatically route Lacework's standard Mutual NDA to prospects, directly from their Salesforce account. Now, in under 30 seconds, our NDA can be generated and sent for signa…”

KPI and metrics tracking

output

“we're tracking clear metrics and KPIs — it's information the entire company benefits from”

Reported outcome

Lexion consolidated Lacework's legal operations into one platform, enabling a global 'follow the sun' support model, full task visibility for the sales team within their CRM, and NDA generation and sending in under 30 seconds without any legal involvement.

Reported metrics

NDA generation and sending timeunder 30 seconds

legal involvement for NDAwithout any legal touch

Tool consolidation for legal tasksGone are the days of pivoting from tool to tool to complete a task

Global team coordinationcan support our organization from anywhere around the globe

Reported stack

LexionSalesforce

Source

https://www.lexion.ai/case-study/lacework

Read source ↗

Frequently asked questions

What did this team achieve with this AI workflow?

Lexion consolidated Lacework's legal operations into one platform, enabling a global 'follow the sun' support model, full task visibility for the sales team within their CRM, and NDA generation and sending in under 30…

What tools did this team use?

Lexion, Salesforce.

What results were reported?

NDA generation and sending time: under 30 seconds; legal involvement for NDA: without any legal touch; Tool consolidation for legal tasks: Gone are the days of pivoting from tool to tool to complete a task; Global team coordination: can support our organization from anywhere around the globe (source-reported, not independently verified).

What failed first in this deployment?