LevelShift Enabled a 50% Faster Contract Lifecycle with 80% Less Manual Work

The client is the largest disaster recovery and remediation company in the United States, providing 24/7 emergency response, water damage mitigation, environmental remediation, and full-service reconstruction. With nationwide coverage and more than 35+ locations, they serve commercial, industrial, and residential clients, delivering rapid, scalable, and high-quality restoration solutions following fires, floods, natural disasters, and other catastrophic events.

The client’s legacy contract management processes were manual and fragmented, creating inefficiencies and risks across the organization.

• Dispersed contract storage: Contracts were scattered across multiple systems and physical locations, reducing visibility and slowing access to critical information.
• Delayed execution and renewals: Manual processes caused slower contract turnaround and extended renewal timelines.
• Higher risk of errors and non-compliance: Fragmentation increased the likelihood of human errors and regulatory or legal breaches.
• Limited reporting and audit readiness: The absence of a centralized system hindered reporting, audits, and cross-department collaboration.
• Operational gaps: Given their national footprint and high-volume contract activity across divisions, fragmented processes created operational bottlenecks and compliance risks.

To address the client’s challenges of manual, fragmented contract management, the solution focused on centralization, accuracy, compliance, and collaboration.

• Improved contract visibility: Migrated 1,500 legacy contracts into Salesforce, consolidating scattered documents for easy access.
• Faster contract execution and renewals: Standardized 15 job-specific contract templates with consistent clauses and attachments, reducing delays.
• Minimized errors and compliance risks: Implemented clause libraries, obligation tracking, and eSignature integrations (DocuSign, Adobe Sign) to reduce human mistakes and ensure legal compliance.
• Enhanced reporting and audit readiness: Advanced search, reporting, and dashboards provided clear insights into contract status, KPIs, and renewals.
• Better team collaboration: Parent-child contract mapping and custom fields for division and service type allowed seamless coordination across departments.
• Simplified editing and negotiation: In-line redlining with Microsoft Azure integration enabled efficient contract updates and approvals.
• Streamlined compliant approvals: Automated approval routing, versioning controls, and audit history ensured every contract followed the correct compliance and review path.

LevelShift helped the client centralize and automate contract management, making the entire lifecycle—from creation to execution—faster, more accurate, and fully transparent.

• Reduced manual work: Automation of contract creation, approvals, and renewals reduced manual effort by 80%.
• Centralized contract access: All contracts were stored in one repository, improving accessibility, audit readiness, and version control.
• Faster contract turnaround: Standardized clauses, reusable templates, and redlining tools reduced contract preparation time by 50%.
• Improved compliance and reduced risk: Clause standardization and obligation tracking minimized legal exposure.
• Better reporting and insights: Stakeholders can filter and analyse contracts by terms, divisions, and service types for clearer visibility.
• Accelerated signatures: eSignature integrations shortened execution timelines and reduced back-and-forth communication.

Overall, the Salesforce CLM implementation empowered the client to modernize contract operations, reduce legal risk, and scale efficiently across 35+ locations and multiple service divisions.