AI / CLM Readiness Review
An independent review of obligation registers, change-control data, templates, clause libraries, approval workflows and ownership structures — completed before the business invests in CLM or AI contract software.
When to use this review
Use this review before selecting, buying or implementing CLM or AI contract tools — especially where templates, approval routes, contract data or governance are inconsistent across the business.
The review is vendor-agnostic. It is not designed to sell software. It is designed to help the business understand whether the foundations — obligation registers, change-control data, templates, clause libraries, approval workflows and commercial ownership — are strong enough for software, automation or AI to deliver value.
Problems it solves
- Automating broken processes — software will make a bad process faster, not better
- Poor template hygiene — inconsistent, outdated or poorly structured contract templates that software can't rationalise
- Data gaps — missing, inconsistent or inaccessible contract data that undermines any software implementation
- Governance misalignment — software configured around governance that doesn't match how the business actually operates
What it includes
- Process and template audit — review of current contract processes, templates, clause libraries and approval workflows
- Data readiness assessment — evaluation of contract data quality, accessibility, consistency and completeness, including obligation registers and change-control records
- Governance review — assessment of whether current governance frameworks and ownership structures can support a CLM or AI implementation
- Vendor-agnostic recommendations — independent advice on what needs to be fixed before software selection, regardless of which vendor you choose
- Implementation readiness report — a clear, prioritised report on readiness, gaps and recommended pre-implementation actions
Expected outcomes
- Clarity on readiness — you know exactly what needs to be fixed before you invest in software
- Prioritised improvements — a clear action plan for process, template and data remediation
- Confident software investment — you buy the right tool for your actual needs, not the demo that looked best
- Reduced implementation risk — the software lands in an organisation that's ready for it, reducing cost, delay and failure risk
The AI / CLM Readiness Review is typically delivered as a fixed-fee engagement over two to four weeks, with a clear, board-ready report and prioritised recommendations.