Contracts Manager Kathryn Shepardson found Marshfield through a referral from a trusted colleague. Once she explained the needs and timeline, Marshfield authored a SOW that showcased their expertise of Docusign CLM and deep understanding of Jump’s current implementation.

To begin, Marshfield overhauled the signature process to take advantage of a feature called Review and Send for Signature which was released by Docusign in the time since Jump had originally gone live with their solution. This change enables full previews within Docusign CLM, plus customization and “sign here” tags for counter-party signatures and was a direct replacement an outdated implementation pattern which used Docusign CLM eForms module.

Marshfield also enabled time-savings with auto assignments upon submission of a contract review and reassignment options at key stages in the workflow. To track contracts at any point in the lifecycle, Marshfield added robust workflow analytics which provided much needed instrumentation to be able to extract insights about the steps, actors, and durations that the workflow orchestrates via document reporting.