Contract Lifecycle Management Purchasing Checklist

The Summize contract lifecycle management purchasing and implementation checklist provides a breakdown of the key functionality required to ensure a successful CLM implementation.

  • Your checklist will help your determine what is and isn't needed within your CLM project
  • Gain guidance to help you determine which teams and users will be able to create contracts
  • Calculate your number of contracts and areas of your CLM that are must haves versus nice to have
  • Explore which integrations to factor into your project, especially when considering full CLM business adoption
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About Contract Lifecycle Management Purchasing Checklist

Before choosing your Contract Lifecycle Management (CLM) provider, it's important to ensure you have considered all the key features and functionality your business may need. From pre- to post-signature, your contracting tasks may require a lot of changes in order to make the most out of your CLM software, but how do you know what to look out for?

At Summize, we want to help your business consider all the key aspects of your future contracting processes. To guide you, we've created a useful checklist with essential questions to help you assess your what you need from your CLM project and future implementation.

Using our checklist, consider the following:

  • Which teams and users will be able to create contracts?
  • Which users will be able to send tasks to the legal team and then what happens next?
  • How many contracts, legacy and new, do you plan to upload to your CLM repository?
  • Which integrations will make your CLM implementation easier for the whole business?
  • Will analytics, such as insights and trends, be important for your business?


By downloading our checklist, you can outline your requirements to make sure you have a successful CLM implementation and full adoption across all areas of your business.

Fill in the form above to receive your checklist today.

About the author

Olly Atkin

Head of Enterprise Sales

Olly, a Head of Enterprise Sales at Summize, brings extensive expertise in Contract Lifecycle Management (CLM) to in-house legal teams and general counsels. As one of the company's earliest sales hires, he helped lead Summize's global expansion, including opening its Boston office in 2023. Olly’s vast understanding of CLM stems from years of delivering digital transformation projects for some of the UK's largest law firms and selling to both start-ups and enterprise companies across EMEA and the US. His experience across various industries allows him to offer practical insights and tailored strategies for enabling businesses all over the globe optimise their legal operations.

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