Conga Helps UnitedLex Create Automated Data-First Contract Function
Legal services company increases contract processing speed by 98% with leading document generation software solutions
Conga, the global leader in Revenue Lifecycle Management solutions, announced that its client, UnitedLex, a leading data and professional services company for legal, has successfully automated its contract processes with a unified, end-to-end Conga solution that supports sales and revenue growth.
UnitedLex identified an opportunity to markedly improve its pricing and contracting processes, including creating quotes and proposals for eager customers on an expedient basis. To optimize its contracting processes, UnitedLex implemented Conga Composer to automate document activity, including document generation, routing, and approvals. The solution’s seamless integration with Salesforce also enables the custom configuration of templates for quotes and contracting that automatically merges data from Salesforce with a single click, eliminating human error and costly delays, boosting accuracy, and creating brand consistency. Creating documents within Salesforce reduces complexity and time spent on manual tasks to increase both operational efficiency and revenue certainty. As a result of combining electronic signatures and custom workflows, the client significantly increased the speed of its quote and contract processes by 98%.
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“Conga Composer helped us streamline our quoting and contracting processes substantially through automated and integrated workflows directly from Salesforce,” said Taylor Davis, Senior Product Manager, Sales Operations at UnitedLex. “Our team has increased speed, accuracy, and opportunity conversion while reducing risk, helping to improve compliance and drive revenue.”
Conga is the leader in managing contracts end-to-end, streamlining contract and lifecycle management for efficiency and insights. Through its Contract Lifecycle Management, Conga Composer, and broader Revenue Lifecycle Management solutions, Conga helps thousands of organizations transform manual and disjointed processes to improve employee and customer experiences, increase accuracy, speed cycle times, and lower risk.
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“Manual and email-based processes often contribute to inefficiencies and delays among sales teams, causing difficulties across departments due to the large volume of documents companies generate,” said Noel Goggin, CEO and Culture Leader at Conga. “With the right technology solutions to help streamline business processes, those difficulties can be drastically reduced. We’re excited to help UnitedLex solve these common challenges by automating its contract processes and improving alignment with sales.”
As a leading data and professional services company, UnitedLex delivers outcomes that create value for high-performing law firms and corporate legal departments in the areas of digital litigation, intellectual property, contracts, compliance, and legal operations.
