Contracts don’t just help close deals—they hold the terms, obligations, and revenue triggers that define your customer relationships. But too often, those insights are trapped in static PDFs, buried in folders, and invisible to the teams that need them.
What if your contracts could work smarter?
Marshfield Consulting and Docusign, are changing how AI-powered CLM tools are helping RevOps and Legal Ops teams move from reaction to strategy—by extracting insight, enforcing consistency, and transforming contracts into data.
Smarter Redlining Starts With AI
Redlining is often a bottleneck—especially when legal teams are reviewing third-party paper with unfamiliar clauses. But with Docusign CLM’s AI Redline Assist, the system reads and evaluates changes automatically, using business rules you define.
Here’s how it works:
- Rules are written in plain language (“Term must be 12 or 24 months,” “Indemnification must include mutual language”).
- AI runs through the document and flags where your rules are not met.
- Legal teams can insert pre-approved clauses from a central library and apply suggested edits—all within a click.
Instead of days spent marking up contracts, reviews take minutes—improving turnaround time and reducing risk exposure.
Finalization Intelligence: Capture What Matters
Signature isn’t the finish line—execution is just the beginning of the customer lifecycle. That’s why Docusign CLM includes AI Finalization Tools that extract key business data from executed contracts.
Think:
- Renewal dates
- Payment terms
- Termination clauses
- Custom SLAs or obligations
This data is written back into Microsoft Dynamics, enriching the customer record and supporting downstream teams—billing, support, customer success—without extra work.
Contracts stop being static PDFs and become searchable, reportable assets.
Visibility Across the Lifecycle
What happens when you apply AI to hundreds or thousands of contracts? You gain a new level of strategic insight.
With Docusign CLM dashboards:
- RevOps can monitor average contract cycle times by phase (negotiation, approvals, signature).
- Legal can surface the most common redline issues or slowest clauses.
- Leadership can forecast renewals, track risk exposure, and make smarter resource decisions.
And because all of this is integrated into Microsoft Dynamics via Marshfield’s certified connector, there’s no need to manage multiple systems or duplicate data.
AI-powered CLM doesn’t just help you move faster—it helps you move smarter. From accelerating redlines to capturing post-signature terms, Docusign CLM brings your contracts into the center of your revenue strategy.
Contracting has finally become intelligent.
Ready to unlock insight from your contracts?
Talk to Marshfield about implementing AI-powered CLM for your Dynamics environment.
