Blogs

2023 Summer Release: Innovating with AI, integrations and more

By Marianne Chrisos posted 08-22-2023
On August 15 th , Agiloft’s Product Team took to the virtual stage to host a webinar on the 2023 Summer Release. Here are the highlights on what they shared about this innovative release. Product Vision The Agiloft vision is to build connected, intelligent, and autonomous contracting processes that enable companies to unlock the value of contract data and accelerate their businesses. Here’s how we we’re executing on that vision. More autonomy: We’re prioritizing features that enable more autonomy, like self-service options. Standardized and interoperable: This is a critical capability that will improve the exchange of information ...

Five Ways to Tune Up Your Agiloft KB Right Now

By Linda Frembes posted 08-07-2023
Summer here in the Northern Hemisphere usually means that we all get to slow down a bit and take some time to make a dent in our task list. As an administrator for our community platform, that usually means that I have a moment to tackle some of the important items that keep the community running smoothly – and the same can be true for Agiloft administrators and KBs! The community moderators and I came up with this handy list of five things that you can do to tune up your KB right now. Taking some time to tighten up some settings to improve performance or revamping some page visuals can make a big difference to your end users. Take them one at a time or power ...

Your Complete Guide to Data Integrations

By Marianne Chrisos posted 07-27-2023
Though Agiloft CLM is a powerful tool for legal, sales, procurement, and any other departments that handle contracts, it’s much more powerful to use it with integrated data from across data and departments. In short, it was not meant to be a one-department solution; it was created to provide visibility across your organization through different platforms, allowing the right people to access the right data at the right time. That’s why our CLM offers an extensive library of no-code integrations that connect seamlessly to critical business applications like Microsoft Dynamics, Oracle, SAP, Coupa, Workday and 400 more. Why integrations? ...

Tips for Creating Awesome HTML Reports

By Patrick Farrell posted 07-14-2023
HTML reports are an easy way to show information to users . H TML reports are “ native, ” so to speak (not native to an operating system, though), in that they can be rendered via any web browser . Why is that an advantage? Opening an HTML report is instan taneous as elements are interpreted by a web browser very quickl y . Excel, Word , and PDF files all require a cumbersome application to open them. H TML reports can be easily rendered in Excel or Word by cutting and pasting if users insist on using Excel or Word. Need a quick start guide on how to generate an HTML report ? ...

5 practices of most engaged CLM users

By Marianne Chrisos posted 06-22-2023
Contract management is a critical enterprise business process that can impact everything from revenue to risk. Agiloft CLM is a foundational step in automating processes, but simply having a CLM system in place isn't enough; to truly get the most out of your investment, you need engaged users who are committed to using the system to its fullest potential. This is also referred to as maximizing user adoption. Here are five practices of the most engaged CLM users: 1. Consistent use of the system : The most engaged CLM users are those who consistently use the system for all contracts, regardless of size or complexity. They also understand the importance of having ...

Introducing: Admin On-Demand

By Marianne Chrisos posted 05-12-2023
At Agiloft, we firmly believe that admins are the heart of a successful CLM system. Having a CLM administrator can dramatically improve contract management across your organization, as Agiloft admins are responsible for managing and maintaining their organization’s Agiloft system. With an admin, you get increased efficiency and productivity by having a point person who can help handle any organization-specific needs, such as creating customizations, managing user access and permissions, ensuring data accuracy and integrity, running reports, and providing training and support to users. But not every organization has the time or resources for a dedicated admin. ...

Agiloft University: Your Path to Mastering Contract Lifecycle Management

By Marianne Chrisos posted 04-20-2023
Successful contract operations can help move organizations beyond the foundational stage of automating their contract management processes to connecting the data that is hidden in those contracts to key people and processes, helping to establish a significant competitive edge. But contract management and operations are more than using the right technology; the people are part of the equation, too. To help users achieve maximum value from Agiloft and be wildly successful in contract management, we’ve rolled out a comprehensive learning program: Agiloft University. With the increasing complexity of business processes and regulations, organizations need advanced ...

How to Decide on Support Plans

By Marianne Chrisos posted 04-06-2023
Deploying Agiloft is only the first step to successful contract management. What happens when something goes wrong you have questions or need to troubleshoot an issue? Agiloft’s mission is to make you wildly successful , and part of that means offering the support services you need to drive that success. While we have a few different support plan options available, the most important thing to know is that our plans are designed to meet your needs wherever you are on your CLM journey. While different tiers might have different turnaround times for tickets and different coverage hours, there is always someone skilled and knowledgeable available to help. ...

Come see us at CLOC Global Insitute 2023

By Linda Frembes posted 04-06-2023
We are gearing up for the CLOC Global Institute happening May 15-18, 2023 in Las Vegas. Will you be there? If so, there are multiple ways to connect with us: Come see us at Booth #300 - Let us know you're coming! You can look forward to demos of our flexible no-code platform and get an up-close look at our AI-powered conversational search and user-friendly AI modeling. Experience our breakout session on Weds., 5/17 – Get tips from Donovan Bell, Director of Legal Operations at Intel, and Prashant Dubey, Chief Strategy Officer at Agiloft, on how to thoughtfully approach CLM implementation. Happening on Wednesday, 5/17, from 11:40AM – 12:10PM. ...

How Using a CLM Admin can Improve Efficiency and Productivity

By Marianne Chrisos posted 02-16-2023
Y ou already know that your business runs on contracts. Every department – from sales to procurement to legal to HR - has vital contracts in place that help businesses track vendor obligations, safeguard technology, stay compliant, and preserve relationships. Agiloft is a key component of successful contract lifecycle management. But every system, no matter how powerful, is always made better by the people who use it. Research shows that companies with the most successful CLM systems have dedicated contract operations administrators to further widen the competitive advantage of their contract tools. In short, CLM admins serve a critical role in how ...

Summit 2023: A future so limitless that we needed shades!

By Linda Frembes posted 02-03-2023
Last week, we had the amazing opportunity to gather in person in Las Vegas at the Agiloft Summit 2023 . It has been a long three years since our last Summit in 2019 (thank you, COVID) and everyone was eager to connect with, learn from, and meet with each other. Folks who attended Summit 2023 were treated to an immersive experience that started right from the entryway to our conference area. There was no question that Agiloft Summit 2023 was in full swing. Summit attendees were treated to a sunglass pop-up shop located next to the registration desk. Customers had the chance to try on several very cool styles of shades and choose which one to take ...

Have a conversation with your contracts with Agiloft's new ConvoAI

By Linda Frembes posted 01-31-2023
Last week, we had the pleasure of meeting so many of our customers and partners in person at the Agiloft Summit 2023 in Las Vegas. Not only were connections made in the real world, but we also made a big splash in the CLM AI world with the announcement of our new ConvoAI, which lets ALL users have an interactive conversation with their contracts by asking questions in natural language to easily and intuitively find details in their contracts. As we note in the official press release : "In partnership with Cognizer AI and leveraging Cognizer’s Genius™ contract intelligence platform, Agiloft’s ConvoAI delivers the most advanced natural language information ...

Introducing the Agiloft Integration Hub

By Linda Frembes posted 07-27-2022
The new Agiloft Integration Hub makes it easy to connect your KB to over 200 enterprise integrations using Workato, an integration-enablement platform. With these connections, you can trigger purchase orders when contracts are signed, send contract data to your billing platform for invoicing, notify your team in Slack or Microsoft Teams when deals close, and much more. Learn more about our integration strategy in this clip from Chief Product Officer @Andy Wishart : Get an introduction to new Agiloft Integration Hub from Product Manager @Jack Wicks in the video below: ​ To learn more about our 2022 Summer Release, please also check out ...

Supercharge Your CLM with our Summer 2022 Release

By Linda Frembes posted 06-23-2022
With Agiloft’s Summer 2022 Release, our customers can now supercharge their CLM thanks to our Connected Experience Platform, the most comprehensive integration platform based on our unique three-pillared strategy (see graphic above). Customers have unparalleled ability to flow contract data across multiple systems, integrate and manage contracts into the tools that employees work with every day, and easily connect to their organization's centralized IT governance system. Data Where You Need It Of note with the Summer 2002 Release is the availability of Agiloft's new Integration Hub with Workato, which is embedded right into our CLM user interface. The ...

Don't miss our session at CLOC Global Institute!

By Linda Frembes posted 04-27-2022
What is the one session you cannot miss at CLOC Global Institute ? Join us and Moderna on Tuesday, May 10th at 4:35pm for our session titled “Empowering Contract Efficiency Across the Enterprise with Agile CLM” to learn how Agiloft’s CLM software plays a crucial role in the next generation of mRNA science. #Other/MiscTopic

Going to CLOC? So are we!

By Linda Frembes posted 03-31-2022
If you’re planning to attend the CLOC Global Institute in Las Vegas , we would love to see you at the hottest party of the event! Agiloft is hosting an exclusive cocktail reception at the Prime Patio in Bellagio Resort . You won’t want to miss this invitation-only gathering overlooking the world-famous Bellagio fountains. The party starts at 6 p.m. on May 11. We’ll enjoy drinks and absolutely spectacular views of the iconic fountains on the garden patio of the PRIME Patio at Bellagio. This will be a great opportunity to network with other leading professionals from the legal operations industry and join the dialogue around Agiloft Chief Product Officer @Andy ...

Upcoming Webinars and Events Offer New Ways to Connect with Agiloft

By Linda Frembes posted 03-28-2022
We have a great mix of upcoming online and in-person events on our calendar that offer new ways to connect with us. First up is a webinar on March 30th with our partner Factor Law . "A New Contract Era: Managing, Collaborating and Thriving" will discuss how reimagining contracts as the DNA of business will help legal teams become more efficient, flexible, and responsive to business needs. Register now! On April 6, we will present with Amazon AWS for "Empowering the Modern Enterprise with Agiloft CLM and AWS Marketplace" to showcase how businesses can automate contract management and utilize valuable contract data faster than ever before. ...

Interested in Previewing our Next Release?

By Pascale Laviolette posted 02-17-2022
We're looking for customers to participate in our Spring 2022 Release Beta Program! The program is comprised of two testing groups, and you can sign up for one or both. Feature beta testing (March 2022) is for customers interested in previewing Agiloft's Integration Hub, powered by Workato. Our product team will support you in creating integration workflows between Agiloft and some of the 200+ enterprise systems supported so we can gather your feedback and better understand your use cases! Release beta testing (May 2022) is for customers to test the full Spring 2022 release in a sandboxed copy of their production environment, so you can preview everything ...

Winter (Release) is Coming! Three Webinars to Highlight New Release

By Linda Frembes posted 10-29-2021
Agiloft customers will have their first chance to see our 2021 Winter Release in a webinar on Wednesday, Nov. 3, at 11:00 AM PDT . In this Agiloft webinar, our Chief Product Officer Andy Wishart will demonstrate the new Connected Experiences within Microsoft Teams, Agiloft Contract Assistant for Word, and Salesforce. There is a live Q&A following the demo, so you do not want to miss this opportunity. Register now. On Nov. 11 at 4.30pm BST/11.30am EDT , Andy will sit down with Legal It Insider to take a dep dive into our 2021 Winter Release and showcase the new Connected Experiences. Register for this webinar on the Legal It Insider site. And ...

Groups vs. Teams: What is the difference and how does it affect each user?

By Stephanie McDonald posted 10-12-2021
What are the actual differences between Teams and Groups in Agiloft? If you find this a bit confusing, trust me, you are not alone on this. It is a commonly asked question, especially from admins, when going through the setup and configuration of Agiloft. Groups and Teams play a pivotal part in the user's experience and accessibility. Agiloft users belong to both teams and groups. Groups membership grants access to tables, records, and fields. Team settings affect various parts of the user interface such as the color scheme, available table views, and the user's default home page. Teams also define the working team within an organization including ...