Agiloft Contract Lifecycle Management Platform
Manual contract work has remained challenging while automation has improved internal signing visibility
What is our primary use case?
My main use case for Agiloft Contract Lifecycle Management (CLM) is to help our colleagues in Siemens digitize the contract lifecycle management and automate the contract signing process.
How has it helped my organization?
Agiloft Contract Lifecycle Management (CLM) has positively impacted my organization by eliminating manual contractual signing within the company, although we still have some manual signing or manual contract processes with vendors outside the company. Within the company, you can see the status of the contract, whether it is in signing or who is left to sign, and you have a single platform to manage it all. Previously, we were using a different tool that was slow and not very user-friendly, leading to many problems getting users onto the platform. Many were still trying to sign contracts through email, resulting in lost contracts since our policy requires keeping contracts in our systems for ten years. With Agiloft, everything is organized in one place, with data in tables and our own archival elsewhere in our cloud. Everything is in Agiloft cloud, making data management more streamlined.
What is most valuable?
Agiloft automation is a good feature that stands out to me, and I also appreciate the tables that they provide and the connection from one table to another, as well as the integrations between Adobe for the signing process to Snowflake for the data archival. Additionally, they sometimes provide experts to support you along the way and do the initial setup for your company needs while giving you a period of time where you can approach them for any doubts or any changes that you may need to do. Even after that period expires, you can still reach out to them for additional support, though there is a monetary cost involved. Overall, the experts that they assign you really help you, and the initial setup they do is comprehensive.
The connection between the tables, for example, which we call Rules and Actions, is the most valuable feature for my team because it helps you move the process from one table to another, bringing together contracts and services within a contract, which is another table. This feature also helps you to connect to and talk to different systems, and there are thousands of connectors available that you can use on your platform. I have not tried their AI capabilities yet, but I attended a workshop from them that offered valuable insights.
What needs improvement?
You can build automation workflows similar to robotic process automation with Agiloft Contract Lifecycle Management (CLM), which is an improvement point since you can create those processes or automations to avoid doing things manually. An area for enhancement that I feel could be improved is the user interface, and if I have to suggest something to add to Agiloft platform, it is the presence of logs or history. Currently, when changes are made, it is very difficult for someone else to find what has been changed, so we have faced issues where employees who did those developments left the team and the handover was not complete. If we had a common place where we can find logs or history of what was changed, by whom or when, it would really enhance the platform in my opinion.
There are many improvement points for Agiloft Contract Lifecycle Management (CLM). For example, better logging can greatly help users navigate the complex system with numerous connectors, rules, and actions. Finding where mistakes occur can be time-consuming; thus, improving the search functionality is essential. Furthermore, enhancing workflow processes, similar to robotic process automation, can yield better results. The user interface and development platform need improvement as well since there is currently no provision for writing code, which is essential in a low-code environment. While Agiloft allows for small code scripting with Ruby and others, having an easier way to execute something such as Python would be beneficial, and the current complexity in executing codes is unnecessary and requires streamlining.
For how long have I used the solution?
I have been using Agiloft Contract Lifecycle Management (CLM) for approximately seven months.
What do I think about the stability of the solution?
Agiloft Contract Lifecycle Management (CLM) is quite stable.
How are customer service and support?
The customer support for Agiloft is represented by a couple of experienced individuals who assist us, though their support tool for raising queries or tickets for addressing problems could use improvement. It is neither great nor bad, but there is room for growth.
Which solution did I use previously and why did I switch?
Previously, we were using a different tool that was slow and not very user-friendly, leading to many problems getting users onto the platform. Many were still trying to sign contracts through email, resulting in lost contracts since our policy requires keeping contracts in our systems for ten years. With Agiloft, everything is organized in one place, with data in tables and our own archival elsewhere in our cloud. Everything is in Agiloft cloud, making data management more streamlined.
How was the initial setup?
Expecting a lot of work and being involved in the setup when Agiloft sets the system for you is my advice to others looking into using Agiloft Contract Lifecycle Management (CLM). Engaging in the beginning helps you understand the platform, and it is important not to focus too much on the basic training offered, as it may not meet your organizational needs. My advice is to be engaged throughout the setup process of your organizational platform from Agiloft.
What was our ROI?
As a developer, I do not possess metrics regarding return on investment, but as a small team with many customers, we have noticed a decrease in the number of tickets related to various issues every month, indicating that things are working as expected. Since finance and pricing mistakes are not tolerated, it is encouraging to see a decline in ticket numbers over the last year, although I cannot provide exact metrics.
What's my experience with pricing, setup cost, and licensing?
I did not manage the pricing, setup cost, or licensing since when I joined the team, the setup was already done by Agiloft when purchasing the service. Siemens developers need only provide a specification of what they need for the setup to be handled.
What other advice do I have?
I would rate this review overall as a three out of five.
Improved contract reviews and standardized playbooks but still needs stronger financial integrations
What is our primary use case?
My main use case for Agiloft Contract Lifecycle Management (CLM) includes contract review, submissions, editing the contracts, ensuring that our legal team has a complete repository of all the contracts with terms and conditions, making sure that there are playbooks and templates defined for typical contracts, and finding out anomalies.
A specific contract process where Agiloft Contract Lifecycle Management (CLM) helped me was when it easily picked up payment terms. For instance, if we had a standard payment term of Net 45, and the contract signed with a vendor did not use that, it finds that out. There are many different terms it automatically detects and identifies, notifying the contract administrators. If our policy is to avoid three-year contracts, it flags those and notifies us as the IT leaders. Another example is when the contract language differed from our standard templates, it compares and contrasts and identifies challenges with insurance terms and coverage.
What is most valuable?
The best features of Agiloft Contract Lifecycle Management (CLM) include creating a playbook and integrations with the Microsoft tech stack.
The integration with the Microsoft tech stack helped my workflow by ensuring that Microsoft single sign-on is working, along with integration with SharePoint and other Microsoft toolkits such as Microsoft go-to-market solutions and Microsoft Business Online. The playbook creation feature provided a good, easy way to create playbooks for standard agreements, subscription agreements, rental agreements, and contracts.
Agiloft Contract Lifecycle Management (CLM) has positively impacted my organization by improving the lifecycle of contract reviews and approvals, which may have saved some time for the legal team to do other work.
It is hard to estimate time saved for my legal team because when you start using a new tool, the time it takes to learn it and get settled in varies. After everything settled, the review time reduced from three hours to about two hours for contract reviews.
What needs improvement?
Every software can improve, so better integration with the Oracle financial system and out-of-the-box integrations would certainly add a lot more value, particularly for procurement and sales contracts.
For how long have I used the solution?
I used Agiloft Lifecycle Management twice in my prior companies, each one for about nine months to a year.
What do I think about the stability of the solution?
Agiloft Contract Lifecycle Management (CLM) is stable.
What do I think about the scalability of the solution?
It is hard to say much about Agiloft Contract Lifecycle Management (CLM)'s scalability as we did not have to expand or scale beyond our initial need.
How are customer service and support?
We had engaged the professional services of Agiloft Contract Lifecycle Management (CLM) for our project and hypercare post-go-live, so customer support engagement was minimal to none during that period. Post-go-live, we did not have to contact customer support much, as it was all through professional services.
Which solution did I use previously and why did I switch?
We did not switch to a different solution before using Agiloft Contract Lifecycle Management (CLM); when I joined, it was already in place, although I have been familiar with other contract lifecycle tools such as Salesforce's Contract Lifecycle Management, Oracle's CLM tool, and Ironclad CLM tool.
What was our ROI?
I have seen a return on investment with Agiloft Contract Lifecycle Management (CLM); since the contract was renewed after a year, it certainly showed value. Regarding time saved, it amounts to about one hour for a legal contract review person, and there are about three people in the company, totaling three hours a day saved.
Which other solutions did I evaluate?
I believe my organization evaluated other options, including Ironclad, although I wasn't there to confirm this.
What other advice do I have?
My advice to others looking into using Agiloft Contract Lifecycle Management (CLM) is to focus on integrations, focus on outcomes, and not just the template. Focusing solely on the legal aspect will not yield the desired results; it is important to look at a complete end-to-end process. I have rated this review seven out of ten.
Struggled with full lifecycle management and have only clarified needs for a simpler workflow
What is our primary use case?
My main use case for Agiloft Contract Lifecycle Management (CLM) was for full lifecycle management from start to finish. However, we never really got to full functionality. We did have a consultant that was helping us implement, but it was very choppy and never quite completed and continued at just excessive costs in our opinion. So we ended and never really had full use of Agiloft Contract Lifecycle Management (CLM).
A specific example of a process or task I tried to manage with Agiloft Contract Lifecycle Management (CLM) is requests. Requests were clunky. Once we got it into the system, the process did not work well for redlining and negotiations. It basically became a document repository and that is really where we used it most. I also never really got the full functionality out of reporting, so I ended up exporting to spreadsheets and using that for metrics.
What is most valuable?
The best features Agiloft Contract Lifecycle Management (CLM) offers, in my view, are its possibilities to work well. We just again never fully implemented. The best use that we got out of it was creating and utilizing contract ID numbers that were system generated.
Agiloft Contract Lifecycle Management (CLM) has helped us realize what we were lacking and helped us choose a replacement vendor that was better suited to our needs.
What needs improvement?
Agiloft Contract Lifecycle Management (CLM) can be improved with easier implementation and having AI and online self-user tools to implement versus having expensive consultants that did not really understand or help and assist in our implementation.
For how long have I used the solution?
I have been using Agiloft Contract Lifecycle Management (CLM) for about three years before we terminated.
What do I think about the stability of the solution?
Agiloft Contract Lifecycle Management (CLM) is not stable, as we do not use it today.
How are customer service and support?
My experience with customer support for Agiloft Contract Lifecycle Management (CLM) was not the best. When we were tired of interacting with the consultant, we tried reaching out to customer support through our IT office, and we were given support in a different country, which is difficult for us using government US government contracting. However, they did help somewhat.
Which solution did I use previously and why did I switch?
I did not previously use a different solution before Agiloft Contract Lifecycle Management (CLM). We were using manual processes, spreadsheets, and email.
What was our ROI?
I have not seen a return on investment with Agiloft Contract Lifecycle Management (CLM) and I received none of those benefits.
What's my experience with pricing, setup cost, and licensing?
My experience with pricing, setup cost, and licensing was that it was very expensive for what we received.
Which other solutions did I evaluate?
Before choosing Agiloft Contract Lifecycle Management (CLM), I did evaluate other options such as Cobblestone and I cannot remember the other one.
What other advice do I have?
Based on my experience with Agiloft Contract Lifecycle Management (CLM), we looked for a simpler solution, one that is not the full contract lifecycle management system, but the current system that we use uses AI and implements workflows that streamline the process.
Regarding Agiloft Contract Lifecycle Management (CLM)'s AI capabilities, I think its governance and security worked. Regarding Agiloft Contract Lifecycle Management (CLM)'s AI capabilities, I am unable to comment on its accuracy and reliability of output.
My advice to others looking into using Agiloft Contract Lifecycle Management (CLM) is to understand your needs before you buy. It may not be worth the purchase price. I would rate Agiloft Contract Lifecycle Management (CLM) overall as a three out of ten.
Structured intake has improved legal reviews and audits but complex rule setup still needs work
What is our primary use case?
My main use case for Agiloft Contract Lifecycle Managment (CLM) is contract management, negotiation, and the repository side.
A specific example of how I used Agiloft Contract Lifecycle Managment (CLM) for contract management or negotiation involves my previous role responsibilities where I reviewed NDAs. We created a workflow where the contract request was submitted into Agiloft, an intake form was completed, and it would flow through to legal for legal review, where I would handle drafting, either populating a template or reviewing third-party paper and sending it back to the requester so that they could reach out to the counterparty. After the negotiation and review took place, I used Agiloft Contract Lifecycle Managment (CLM) to store the signature copy.
What is most valuable?
Some of the best features Agiloft Contract Lifecycle Managment (CLM) offers are the intake where we could create a form based on the contract type that allowed the requester to fill out the details of the specific request, which was very helpful for our legal review, although I did not get to use any of their AI tools.
Having tailored intake forms positively impacted the speed and accuracy of my legal review process by often preventing rejections where we had to go back to the business to find out more information before we could even perform the legal review. It was very helpful in capturing all of the necessary information upfront so that legal could make a determination and perform the review.
When we launched Agiloft Contract Lifecycle Managment (CLM), it was a much-needed contract management system in my past role. We did not have anything prior, so it definitely was a tool solving a big problem for us in terms of contract intake, negotiation, management, as well as a centralized repository. We used Agiloft Contract Lifecycle Managment (CLM) as our source of truth for audit purposes, which had a huge impact on us and in being compliant.
The audit response times definitely saw some significant improvement, as we were able to grant access to some of our auditors to access the system to search for the documents directly. We knew that we had built a really good repository with all of the metadata available in the fields that we had set up, so we did a lot of the pre-work upfront, which definitely caused a huge payoff in the end.
What needs improvement?
Agiloft Contract Lifecycle Managment (CLM) is very difficult to set rules and to follow based on contract type, as the mapping and the level of tech and coding that is needed for that requires developer skills. Going through that training is quite cumbersome and lengthy, especially for legal departments that are more focused on contract negotiation and lack some of those skills.
I would rate Agiloft Contract Lifecycle Managment (CLM) a seven on a scale of one to ten.
For how long have I used the solution?
I have been working in my current field for over twenty years.
Which other solutions did I evaluate?
Regarding Agiloft Contract Lifecycle Managment (CLM)'s AI capabilities, I found its accuracy and reliability of output only moderately acceptable. I only got to test some of that when we were doing an RFP for a new system, and it fell in the middle from what I remember compared to some of the other CLMs at the time, just based on actual contract generation in terms of templates and use of AI for chats and summary responses, as well as surgical redlining.
What other advice do I have?
My advice to others looking into using Agiloft Contract Lifecycle Managment (CLM) is to ensure during the RFP stages that you factor in the updates and make sure that you are eligible for those and it is included in your package so that you can take full advantage of the software and its new capabilities, especially based on the roadmap. When I stopped using the system in September 2025, there were no AI enhancements, and some of the other CLMs that are on the market definitely have had upgrades, which we had to pay for. Unfortunately, the updates did not come through with our current licensing that we had. Without the use of AI, I felt that the system put us behind in terms of other enterprises that were using a contract management system. I rate this product a seven overall.
Easy to Use with Intuitive Navigation
Reduced contract review time and have centralized approvals with better visibility
What is our primary use case?
My main use case for Agiloft Contract Lifecycle Management (CLM) is that it helps streamline contract management. I appreciate the comprehensive view that Agiloft CLM provides, enabling me to see all contracts at their various stages at a glance through its charts. These features help me tremendously in taking necessary actions promptly. Additionally, Agiloft CLM's ability to track how long each contract has been pending for external review is invaluable. It notes the number of days each contract remains under review, aiding in efficiently managing contracts that are either still under review or have not been signed by both internal and external parties.
How has it helped my organization?
Agiloft CLM has positively impacted my organization by enabling us to generate and review a contract in ten minutes, which previously took about an hour. This allows us to cut down time significantly. We are also able to perform searches and reports that we were not able to do before. It has helped eliminate the need for a second paralegal to review the first paralegal draft, thus saving considerable time. This tool has eliminated the administrative steps for the distribution of executed contracts to other departments.
The time savings and reduction in administrative steps with Agiloft CLM have allowed us to reallocate that time to other strategic tasks and projects. Productivity has greatly improved in my organization.
What is most valuable?
I appreciate that Agiloft CLM provides visibility into contract stages, aids in tracking pending reviews, and highlights contracts awaiting signatures. The best features that Agiloft CLM offers are that it gathers and stores data very well while being more secure and easy to access for my team members. This helps especially in collaboration between departmental team members. Reports are easy to create and run. Agiloft CLM integrates with other products well and automates emails to other departments with relevant information as status changes.
The integration aspect with Agiloft CLM includes DocuSign for electronic signatures, which makes our electronic signature process very seamless. The user interface of Agiloft CLM is intuitive, easy to customize, and navigate for new users.
What needs improvement?
One minor drawback that I can highlight with Agiloft CLM is that once an agreement reaches the start date, it often fails to move the agreement to active status.
In terms of needed improvements for Agiloft CLM, we store amendments to our employment agreements, and Agiloft CLM does not data stack the changes into one record for easy review.
For how long have I used the solution?
I have been using Agiloft CLM for five years.
What do I think about the stability of the solution?
According to my experience using Agiloft CLM over the past few years, it has been very stable.
What do I think about the scalability of the solution?
Agiloft CLM has kept up with my organization's growth and changing needs effectively.
How are customer service and support?
The customer support for Agiloft CLM is relatively easy to reach, very solution-oriented, responsive to our queries, and very helpful.
Which solution did I use previously and why did I switch?
I previously used Ironclad and SPS Commerce Fulfillment.
I switched from Ironclad and SPS Commerce Fulfillment to Agiloft CLM because Agiloft CLM is a better-known product that I trusted over the newer alternatives. I also researched its record in updating software to fit the newest needs of consumers. Recently, the user interface update went quite successfully, and I feel it is a great benefit when software that many important people in the company view appears modern and polished. Agiloft CLM fit all our needs, and there was no reason for us to decline it.
How was the initial setup?
My experience with the configuration process for Agiloft CLM is that we did not encounter any challenges. The process was very smooth.
Deploying Agiloft CLM in my environment integrates very effectively.
What about the implementation team?
Agiloft CLM integrates with other AWS services I use very seamlessly.
What was our ROI?
I have seen a return on investment with Agiloft CLM, as it became easier to maintain contracts and not forget deadlines for renewal. In the IT department, we have not had any automatic contract renewals on worse terms. Onboarding employees to show how contracts work becomes much easier. Creating invoices in ERP became much easier.
What's my experience with pricing, setup cost, and licensing?
My experience with Agiloft CLM regarding pricing, setup cost, and licensing is that the cost has always been very competitive, especially compared to other alternatives.
Which other solutions did I evaluate?
Before choosing Agiloft CLM, I evaluated other options such as Microsoft 365 and Microsoft Dynamics 365.
What other advice do I have?
My advice to others looking into using Agiloft CLM is that it is very useful, especially for contracts. Agiloft CLM is very useful for contract management, as it is designed to be. I appreciate the new interface very much as it appears much more modern now and is easy to manage documents that are not contracts.
As our company grows, the number of contracts grows almost exponentially. Agiloft CLM allows us to handle them easily without having to reorganize old contracts, saving considerable time. The implementation was relatively easy, and I have not had any issues with their support. I would rate this product five out of five stars.