Contract management · Production

Outreach cuts contract search time in half with Lexion CLM and AI-powered search

The problem

Before Lexion, Outreach's contracts were scattered with no single authoritative location, leaving legal team members losing 1-2 hours per day tracking down contracts and unable to report accurately on contract provisions.

First attempt

Sales reps were instructed to attach signed contracts, order forms, and MSAs to Salesforce opportunities, but this process was inconsistently followed, leaving legal without reliable contract visibility.

Workflow diagram · grounded in source

Customer signs contract

trigger

“when a customer signs a contract, it "ends up where it needs to be."”

Lexion contract repository

integration

“Outreach uses Lexion to store and navigate its tens of thousands of contracts”

Salesforce CRM sync

integration

“With Lexion's [Salesforce integration](https://www.lexion.ai/integrations/salesforce), Outreach's back office teams can look quickly to see whether there is a signed contract for that opp in the deal review stage”

AI and OCR full-text search

ai_action

“One of Sam's favorite features of Lexion is the intuitive, full-text search function built on AI and OCR technology”

Automated report output

output

“You just type in the search terms and the report is created”

Reported outcome

Outreach now spends half as much time on contract searches, has a single source of truth for all signed contracts integrated with Salesforce, and can generate accurate contract clause reports through Lexion's AI and OCR-powered search.

Reported metrics

Contract search timehalf as much time contract 'fishing'

daily time lost tracking contracts (pre-Lexion)1-2 hours of their day

Reported stack

LexionOCRSalesforce

Source

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

Read source ↗

Frequently asked questions

What did this team achieve with this AI workflow?

Outreach now spends half as much time on contract searches, has a single source of truth for all signed contracts integrated with Salesforce, and can generate accurate contract clause reports through Lexion's AI and O…

What tools did this team use?

Lexion, OCR, Salesforce.

What results were reported?

Contract search time: half as much time contract 'fishing'; daily time lost tracking contracts (pre-Lexion): 1-2 hours of their day (source-reported, not independently verified).

What failed first in this deployment?

How is this contract management AI workflow structured?

Customer signs contract → Lexion contract repository → Salesforce CRM sync → AI and OCR full-text search → Automated report output.