Building Confidence Through Thoughtful Implementation

Migrating hundreds of contracts to IntelAgree required careful planning and collaboration, but the transition set the stage for success at Pebble Beach. “Our agreements were saved in different places, with inconsistent naming conventions and duplicates,” said Evan Allen, In-House Counsel at Pebble Beach. “Once I provided the information, IntelAgree’s team handled the migration, avoiding the manual errors we experienced in the past.” The result was a centralized and organized CLM platform that immediately improved visibility and accessibility for the legal team.

As implementation progressed, IntelAgree’s support ensured steady progress. Weekly check-ins kept the team aligned, while IntelAgree University provided training resources to help onboard users. “The patience and responsiveness of the team really stood out,” Allen said. “I never felt like I was waiting — they made us a priority.” The legal team also created nine templates for recurring agreements, streamlining future workflows and standardizing their process.

By the time Pebble Beach piloted the system with its marketing department, the foundation was firmly in place. “IntelAgree provided us with the tools and guidance to get up and running effectively,” Allen explained. “There will always be challenges with any new system, but the team made it an easier experience. Their support and expertise were invaluable.”

Turning Decades of Agreements into an Instantly Searchable Archive

Before IntelAgree, Pebble Beach’s contracts were scattered, and its contract management system lacked structure. “We didn’t really have a process per se,” said Allen. “We had storage, but all contract review and execution was done manually — via email and Microsoft Word redlines. Final approvals came with a physical stamp, and searching for agreements was unreliable.” 

With access to their contract storage tool limited to only 4–5 users, collaboration was restricted, and retrieving contracts often became a time-consuming task. “I’d search for an agreement by party, and it would say there were no results — even for contracts I had uploaded myself,” Allen explained.

Switching to IntelAgree brought immediate clarity and organization. Contracts are now centralized in a single system that’s accessible to everyone who needs it. “The look and feel of IntelAgree just made sense for us,” Allen noted. “The search functionality alone was infinitely better. I can save searches I use regularly and instantly pull up decades of agreements in one view. It’s been incredibly helpful to have full visibility into all of our contracts, from where they’re stored to who’s responsible for them.”

Eliminating Manual Bottlenecks to Get Contracts Signed Faster

IntelAgree has transformed Pebble Beach’s approach to contracts, turning what used to be a slow, manual process into one that’s fast, reliable, and intuitive. One moment stands out for Allen: “I recently went from an approved agreement to fully executed in nine minutes,” he said. “I watched three people sign it during that time — it started at 2:01 p.m. and was done by 2:10 p.m. That’s pretty incredible.”

Streamlined templates and better tracking have removed the friction from the contracting process. Teams now submit complete information upfront, allowing legal to focus on drafting instead of chasing details. “Before, we’d get requests that were missing critical terms, and there was a lot of back-and-forth to get the right details,” Allen explained. “Now, we can get straight to drafting.” With IntelAgree’s tracking capabilities, the legal team can see exactly what’s pending, follow up on signatures, and plan ahead. “I have a monthly docket meeting to review agreements expiring in the next 90 to 180 days. It’s given us the ability to be proactive instead of reactive,” added Allen.

Even routine steps, like signing agreements, are faster and simpler. “We’ve eliminated the need for physical stamps and scanning documents — it’s all done electronically,” said Allen. “That change alone has been incredible.” By combining speed, simplicity, and visibility, IntelAgree has empowered Pebble Beach’s legal team to work smarter, faster, and more effectively.