CLM: Contract summarization and change tracking

Software & Technology

Sales

A technology provider improves renewal forecasting and account visibility with Intellistack Streamline CLM by comparing contract versions, summarizing key changes with AI, and writing structured insights directly to Salesforce.

Problem

Teams manually review redlines across contract versions, search for meaningful changes, and document impacts in Salesforce fields. These steps slow renewal analysis, create inconsistent data entry, and increase the risk of overlooking important amendments.

Solution

Intellistack Streamline CLM automatically extracts differences between versions, generates AI summaries of key changes, and writes structured insights into CRM fields. Teams receive alerts for changes that impact renewals and maintain a clear, audit-ready record of amendments.

Benefits

Clear visibility into clause changes
Reduced manual review time
More accurate renewal forecasting
Consistent amendment documentation

USE CASES

Process transformation for
any workflow

Eliminate broken, outdated, lengthy, and manual processes by streamlining your workflows. Reclaim valuable time, improve efficiency, strengthen security, and reduce costs.

For all industries, departments, and use cases

Intellistack Streamline is easy to use and adaptable, so anyone can build workflows and custom solutions–without waiting on developers or relying on IT. Explore just a few examples of how Streamline can transform your processes, whether they involve forms, documents, contracts, or eSignatures.

Use cases

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.

Clear