contract_management · saas · workflow
Outreach cuts contract search time in half with Lexion CLM and AI-powered search
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.
How it works
Common implementation structure
How this type of workflow is generally built, generalized across documented cases — not tied to any one vendor's stack. Click any stage to read what happens there. Specific products that implement these stages appear in “Tools commonly seen” below.
Stage 1 · Customer signs contract
When a customer signs a contract, it ends up where it needs to be.
Tools used
LexionOCR
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.
What failed first
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.
Results
Time savedhalf as much time contract 'fishing'
Grounding & classification
Source type: vendor customer story
23 fields verified against source quotes.
document aienterprise searchocrcontractfailure mode describedhuman review describedmetric backednamed customertools describedworkflow describedsoftwareemployee productivitytime savedvendor customer storycontract managementlegal opssales opsdata sync enrichmentdocument to record