Challenge
A global HCM (Human Capital Management) company needed to migrate 700K legacy contracts within six months into a modern CLM system that delivered speed, precision, and legal intelligence simultaneously, the key hurdles were:
- Off-the-shelf automation tools failed to handle the scale and complexity
- The contract repository was large, unstructured, and cluttered with:
- Inconsistent naming conventions (e.g., DBA/FKA variations)
- Duplicates with subtle redlines
- Minimal metadata and poor hierarchy visibility
- Drafts, unsigned versions, and incomplete families
Solution
The team utilised Elevate’s AI-powered integrated Enterprise Legal Management platform, a core component of its Contracts Insights solution, blending automation with expert-led contextual review.
- Delivered a quality-controlled workflow with metadata enrichment and contract hierarchy mapping in a single, quality-controlled pass
- Reduced processing time by enriching key metadata while mapping parent-child relationships in a single pass
- Improved searchability and review quality by isolating duplicates, unsigned drafts, incomplete families, and out-of-scope documents, ensuring only relevant contracts progressed to migration
- Minimised manual pre-screening using AI to retain the documents meeting accuracy thresholds, narrowing the review scope
- Built accurate contract hierarchies using a macro-based framework to analyse party names, dates, and naming conventions, and flagging anomalies and missing links in real time
- Enabled real-time project visibility through a Power Query–based dashboard to merge daily logs into a unified view, enabling data-driven decisions
- Enhanced reviewer efficiency with semantic document clustering for batch review, and used in-built OCR to ensure seamless handling of scanned files
