The Challenge

Jump’s DocuSign CLM solution couldn’t support its Legal team’s need for reliable, efficient contract operations. This left Jump with an outdated, unstable DocuSign CLM implementation – and no partner to tackle the critical mass of improvements needed.

Marshfield’s Solution

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DocuSign CLM, plus customization and “sign here” tags for counter-party signatures and was a direct replacement an outdated implementation pattern which used DocuSign CLM eForms module.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.

Benefits & Results

The administrative burden is significantly reduced since Jump has switched to Review and Send for Signature. The Legal team can now add and modify users and tasks on the fly without code manipulation.

Taking advantage of new signature process cuts Legal’s time and number of clicks. The new interface makes work more intuitive and simplified.

Jump is beginning to take advantage of the workflow analytics capabilities. This feature set will allow them to report on bottlenecks and adjust workflows to reduce time in the contract management lifecycle based on quantifiable data.