Contract Lifecycle Management for Legal
Manage the full contract lifecycle inside iManage — with operational visibility from first request through to post-signature obligations.
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The iManage | Co-Flo CLM for Legal solution
Legal as the Enabler and Guardian - Not the Bottleneck
The iManage | Co-Flo CLM for Legal solution is built on a simple principle: Legal should be able to see, shape and govern the contract process without having to own every step of it.
It is the first and only application to extend iManage Work with operational workflows and visibility built specifically around Legal's role — not bolted on from other functions. Because it lives inside iManage, there is no new system to learn, no parallel repository to maintain, and no gap between where Legal works and where the contracts are. AI extracts key data from contracts stored in iManage and automatically enriches the data for contract intelligence.
Legal gains the ability to act as a failsafe across the entire contract lifecycle. When execution moves to the business, Legal retains oversight. When obligations come due, Legal is alerted. When something goes wrong, Legal can see exactly where and why.
Capture and assign every contract request
The challenge: Contract requests often arrive by email, chat or informal conversation — making them difficult to track, prioritize or route correctly. Without a structured intake process, requests can be incomplete, misrouted or invisible to the team.
How Co-Flo helps: Co-Flo introduces configurable Smart Forms that capture the information needed to begin work. Requests are automatically routed to the right legal professionals based on contract type, department or topic, with full RACI assignment (responsible, accountable, consulted, informed) defined from the start. Once submitted, requests sit within iManage workspaces, giving the team immediate visibility into all incoming work.
Build consistency into first drafts
The challenge: Drafting contracts requires legal professionals to locate previous agreements, adapt templates and maintain consistency with internal policies and risk standards — a process that is time-consuming without structure.
How Co-Flo helps: Each contract type has its own iManage workspace template, stage model, task list and metadata configuration. Co-Flo uses iManage AI to search across best-practice libraries and previous work product to generate first drafts. Smart Form data collection can auto-generate standard agreements, enabling self-service for routine requests and freeing attorneys for higher-value work.
Keep the process moving
The challenge: Negotiations involve multiple stakeholders — business teams, external counsel, vendors, customers. Without clear visibility, it is difficult to track progress, manage document versions or identify where the process has stalled.
How Co-Flo helps: All negotiation activity stays within the contract workspace in iManage. Legal teams manage document versions, track changes and collaborate with stakeholders while maintaining full control over contract documentation. Co-Flo tracks every stage and task in real time — personal dashboards show each person's outstanding work, prioritized, so nothing sits waiting without visibility.
Close contracts faster and file them correctly
The challenge: Once negotiations are complete, contracts must be finalized, approved and executed without delay. Filed agreements are critical for post-signature management, yet filing is often inconsistent.
How Co-Flo helps: Co-Flo integrates with DocuSign and Adobe Sign to streamline the execution process. Signed agreements are automatically filed back into the appropriate iManage workspace. Operations dashboards give Legal a clear view of what is in execution, what is waiting and what needs attention.
Manage ongoing obligations so nothing gets missed
The challenge: The real value — and risk — of contracts emerges after signing. Renewal dates, notice periods and compliance obligations must be monitored continuously throughout the contract lifecycle.
How Co-Flo helps: Co-Flo uses iManage AI to extract obligations and key dates from signed contracts, then tracks them centrally regardless of staff changes. Renewal, notice period and expiry reminders are automated. Compliance obligations are reported on through standard or custom reporting — from basic metadata to advanced risk views. Legal retains oversight of what the business is doing with its contracts, without having to own the execution itself.
Work stops arriving informally
Every contract request, regardless of how it begins, goes through a structured intake process. The right person is assigned from the start. Nothing sits in an inbox waiting to be noticed and nothing gets lost between teams.
The team always knows where every contract stands
Real-time dashboards replace status update meetings and email chains. Attorneys see their own prioritized work. Team leaders see what is on track, what is blocked and where the process has stalled — before it becomes a problem.
Drafting gets faster without getting riskier
First drafts draw on previous agreements and best practice libraries rather than starting from a blank page. Routine, standard agreements can be handled through self-service, freeing attorneys to focus on work that genuinely needs their attention.
Signed contracts don't disappear into the business
Post-signature, Legal retains visibility. Renewal dates, notice periods, and compliance obligations are automatically tracked centrally. The business can own execution, while Legal retains the oversight needed to manage risk.
Legal's institutional knowledge compounds over time
Finalized agreements are captured, enriched and made available for future matters. Every negotiation and every precedent contributes to a knowledge base that gets more useful as the team uses it.
The team can show the business what Legal does
Operational data tells you how long contracts take, where they slow down, and what the workload looks like. That is the evidence needed to improve processes, justify headcount and make the case for Legal's contribution in language the business understands.
Built for Legal's Role, Not Adapted From Someone Else's
In most organizations, contract management sits across multiple systems spanning procurement, order-to-cash, ERP and vendor management — none of which are built around how Legal works. Co-Flo starts from a different place. It is built on iManage Work, the platform that legal departments already use to manage their work and extends it with the operational layer that Legal has always been missing. There is no integration project, no data migration, and no second system to keep in sync.
Because the solution is native to iManage, it inherits iManage's document management, AI capabilities, security model and collaboration tools. Attorneys work in the same environment they use for every other matter. Contracts are just another work type, with the right structure, visibility and controls built around them.
And because Co-Flo tracks work operationally, not just as documents, Legal gets the kind of visibility they need: who is working on what, how long things are taking, where processes are breaking down, and what the data says about how to fix them.
