Case Study
Ironclad Implementation at a Financial Services Company
Client
A financial services company launching its first CLM.
Challenge
Volume was modest, so the risk wasn't migration scale. It was getting the design wrong and living with it. Workflows, metadata and structure had to hold as the business grew.
Approach
TuckHaus designed and built the Ironclad instance end to end: intake, approval routing, templates, workflow architecture and metadata, all shaped around how the company actually contracts. We then loaded and tagged the existing contract set.
Technology
- Ironclad
Outcome
From no system to a live Ironclad instance. Contracts are loaded, tagged and searchable, and legal and the business used the workflows from day one.
Practice: Contract Lifecycle Management
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