Contract management · Production

RetailNext centralizes contract management with Lexion AI to enable company-wide self-service

The problem

RetailNext's contract management relied on shared drives with no centralized repository, leaving Finance unable to gather audit documents easily, Sales struggling to find customer contracts, Procurement unable to track vendor renewals, and Legal spending its time digging through files instead of advising the business.

Workflow diagram · grounded in source
1
AI contract organization
ai_action
“Lexion's world-class AI makes organizing, filing, and finding contracts in an instant a breeze”
2
Salesforce integration
integration
“Sales can work in Salesforce where they're comfortable”
3
Renewal alerts for procurement
output
“Procurement can easily file vendor agreements and get alerts when renewal dates are upcoming”
4
Reporting and insights
output
“powerful insights and reporting tools helped Amy quickly field and respond to more complex contract-related requests”
5
Stakeholder self-service
output
“they had already started using Lexion to answer those questions themselves”
Reported outcome

Lexion earned quick company-wide adoption with a single onboarding email, enabling stakeholders to self-serve contract questions and freeing the Director of Legal to focus on complex strategic work.

Reported metrics
Contract-related questions to legala lot fewer questions from across the company
Legal team focus on strategic workfreeing Amy to focus on more strategic work
Contract self-service by stakeholdersself-serving a majority of contract-related requests
Reported stack
LexionSalesforce
Source
https://www.lexion.ai/case-study/retailnext
Read source ↗

Frequently asked questions

What did this team achieve with this AI workflow?

Lexion earned quick company-wide adoption with a single onboarding email, enabling stakeholders to self-serve contract questions and freeing the Director of Legal to focus on complex strategic work.

What tools did this team use?

Lexion, Salesforce.

What results were reported?

Contract-related questions to legal: a lot fewer questions from across the company; Legal team focus on strategic work: freeing Amy to focus on more strategic work; Contract self-service by stakeholders: self-serving a majority of contract-related requests (source-reported, not independently verified).

How is this contract management AI workflow structured?

AI contract organization → Salesforce integration → Renewal alerts for procurement → Reporting and insights → Stakeholder self-service.

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