Expert-Led Implementation Brings Clarity and Confidence to Contracting

Implementing a new contract lifecycle management (CLM) system can feel daunting, especially when building from the ground up. For Unified Women’s Healthcare, the legal team was working to do just that while simultaneously managing multiple other software rollouts. Despite these challenges, IntelAgree’s hands-on implementation process eased the transition. “One of the best things about IntelAgree is that your implementation and training teams are fully integrated into your company,” said Courtney Spizzo, Corporate Paralegal at Unified Women's Healthcare. “We didn’t have to rely on third-party consultants, which was a huge bonus since we were rolling out two other systems at the same time.”

The process was broken into manageable steps using a detailed implementation spreadsheet, which Courtney described as “a beautiful implementation tool.” This methodical approach reduced complexity and made the project feel achievable. “For people who aren’t tech-savvy, this could have been overwhelming, but the IntelAgree team did a phenomenal job breaking everything down,” said Kristin Morris, Vice President and Associate General Counsel at Unified Women's Healthcare.

Training and onboarding further ensured success. Unified Women’s Healthcare conducted a “contracting roadshow” to introduce the new system to departments across the organization. IntelAgree hosted four training sessions — tailored for different user groups — and provided recordings for those unable to attend. Reflecting on the partnership, Courtney shared, “I always feel like whenever I talk to IntelAgree people, they believe in their message and their product. That comes through in your training, your support, and everything else. It’s great to partner with a company that truly believes in their message, the same way we believe in our message.”

Secure, Scalable CLM Platform Puts Teams in Control of Contracting

Unified Women’s Healthcare needed a contract management solution that could adapt to their unique workflows, scale as they grew, and protect sensitive information. IntelAgree provided exactly that. “What stood out to us was how adaptable IntelAgree is,” said Kristin. “We could tailor it to fit the way we work, adding the structure we needed without losing flexibility.”

The platform also provided the safeguards they needed to manage sensitive information without sacrificing accessibility. “We can set permissions so people only see what’s relevant to them,” Kristin explained. “That level of control wasn’t as immediately apparent in other competitors we looked at.”

Unlimited user licenses also makes it easier for teams to access and use the system without restrictions. “That was huge for us,” added Courtney. “Now, anyone who needs to submit or review agreements — and has the right permissions — can get into the system. It’s intuitive and works for everyone.”

Beyond security and access, IntelAgree empowers teams to work independently. The platform’s granular search functionality allows users to locate agreements by dates, parties, or attributes without needing legal’s assistance. “When someone asks for a contract, we don’t have to spend time tracking it down,” Kristin explained. “We just say, ‘Type it in IntelAgree.’ It’s made teams more self-sufficient and allowed legal to focus more on legal review.”

Centralized System Aligns Teams and Speeds Up Contract Reviews

As with most organizations, speed to review and reducing iterations of agreements are important to help keep the business moving forward.

IntelAgree helps foster a quicker review period by introducing workflows and a centralized repository, and ensuring contracts are submitted with the appropriate information before legal review begins. "Everyone can see where an agreement is in the process, and co-editing lets teams like IT, compliance, and finance work together simultaneously. It’s so much faster and smoother now."

Since adopting IntelAgree, Unified Women’s Healthcare has seen significant improvements, with faster review turnaround times, real time contract statuses, fewer back and forth on business points, fostering more independence among the operational departments to utilize standardized templates, and centralizing into a user friendly, searchable repository for contract management following execution.

Ready to streamline contracts like Unified Women’s Healthcare? Schedule a demo to see how IntelAgree simplifies workflows and accelerates reviews.