DocuSign CLM implementation, administration and managed services, from one team.
Micronetbd implements DocuSign CLM (clause and template libraries, generation and negotiation, approval workflows, the repository, obligations and renewals, the Salesforce connection), then administers it on a flat monthly retainer with a named admin. The same people scope, build and support the work, for our own clients and for other DocuSign partners who bring us in on theirs.
Watch
Why leaders trust Micronetbd: Michelle Fry, General Counsel and VP at SchoolStatus
Michelle Fry, General Counsel and VP at SchoolStatus, on what it is like to have Micronetbd run the platform.
6:41 on the Micronetbd channel
More videos on this pageSix parts of a CLM build, designed before they are configured
DocuSign CLM implementation is a design and build project, not a software install. Your contract types, the people who approve them and the systems they live in are mapped first, then built.
Clause and template libraries
Your agreements rebuilt as templates with approved clauses, fallback language and the conditional rules that decide what appears for which deal.
Generation and negotiation
Agreements generated from Salesforce data, redlined with counterparties inside CLM, with every version and every change kept.
Approval workflows
Routing by contract type, value, region and risk, with delegation, reminders and the audit trail legal asks for.
Repository and permissions
A searchable contract repository with the security model that keeps HR, sales and legal agreements where they belong.
Obligations, renewals and reporting
Key dates, obligations and renewal windows tracked and reported, so nothing auto-renews or lapses unnoticed.
Salesforce and other integrations
Contract status and dates written back to Salesforce records, plus the ERP, procurement or document systems the contracts touch.
Discover, design, build, test, run
A first release around the agreement type with the highest volume, then the rest in planned releases.
Discover
Inventory of contract types, volumes, approvers and the current bottlenecks, usually two to three working sessions.
Design
The template and clause architecture, workflow diagrams and the data model signed off before any build.
Build and migrate
Templates, workflows and integrations configured; existing agreements and metadata migrated into the repository.
Test and train
User acceptance on your real contracts, training by role, then a first release around the highest-volume agreement.
Run
Ongoing administration on the managed services retainer, or a handover to your team with documentation.
After go-live: a named admin, a ticket queue, a flat monthly bill
The retainer that runs our clients' Salesforce orgs runs their CLM the same way. One named administrator who knows your templates, workflows and integrations, with a backup on the same team; one ticket queue with a response time you can hold us to; monitoring of the Salesforce connection and the integrations around it; a block of enhancement time every month; and every DocuSign release reviewed against your build before it lands.
Access and blocking issues are handled the same business day. Template, clause and workflow changes go into the weekly plan. Larger changes are estimated and put on a monthly backlog you prioritise. It is one flat monthly subscription, not hourly billing, and it covers Salesforce, Litify, Filevine and Specright too if you run them.
- Named DocuSign CLM administrator with a backup on the same team
- Template, clause and workflow updates in the weekly plan
- User management, permissions and onboarding
- Release readiness: every DocuSign release reviewed against your build
- Reporting requests and the obligation and renewal reports legal asks for
- We take over CLM builds we did not write, starting with an audit
A DocuSign CLM partner, on the record
Micronetbd is listed in the DocuSign Partner Finder for DocuSign CLM services, with client testimonials published on the profile. Other DocuSign partners bring Micronetbd in to deliver their clients' CLM implementations, so the team has built more CLM programs than its own client list shows. The same people scope, build and support the work: clause and template libraries, generation and approval workflows, the repository, obligations and renewals, and the Salesforce connection.
Micronetbd has been an integral component in improving our contracting process with Docusign. The team was extremely knowledgeable and helpful. All around great to work with and always willing to go the extra mile!
Our team at FIRST 5 Santa Clara County had the pleasure of working with Micronetbd on a SpringCM project. They made the process so easy, walking us through the steps and ensuring that we would be set up for success after the project was complete. We are looking forward to increased productivity with the solution that they provided and we will be recommending Micronetbd.
Implementation, configuration, administration, or all three
Pick the engagement that matches where your CLM program is today.
| New implementation | Configuration and rescue | Administration retainer | |
|---|---|---|---|
| Starting point | DocuSign CLM purchased, nothing built yet, or eSignature in place and CLM next | CLM live but templates, workflows or the Salesforce connection are not working the way legal or sales need | CLM live and stable, nobody owning it day to day |
| What we do | Discovery, design, build, migration, training and a first release | Audit of the build as it stands, a written list of what to fix first, then the fixes in planned releases | Named admin, ticket queue, monitoring, monthly enhancements, release readiness |
| How it is priced | Scoped project, priced per release | Audit first, then a scoped plan | Flat monthly subscription |
| Typical owner on your side | Legal operations or sales operations lead | Whoever inherited it | Legal operations, with IT informed |
| Also for | DocuSign partners subcontracting delivery | DocuSign partners with a client in trouble | Clients of other partners after the project closes |
Salesforce and DocuSign, implemented by the same certified team
Most CLM programs live on Salesforce data: agreements generated from opportunities, quotes and accounts, with status and dates written back. Micronetbd has been a Salesforce consulting partner since 2012 and a DocuSign partner since the platform was SpringCM, so the CLM build and the Salesforce side of it are designed together, by people who also run both after go-live. The team is in Hamilton, New Jersey, and works with clients and partners across the United States.
Choosing a CLM platform rather than implementing one? Read the buyer guide: Contract lifecycle management software: how to choose, and where DocuSign CLM fits.
- Certified Salesforce partner since 2012; Litify, Filevine and Specright too
- DocuSign partner listed in the Partner Finder for CLM services
- SOC 2 Type 2 audited
- Subcontracted delivery for other DocuSign partners, under their name or ours
- One team from discovery through the managed retainer
- Written field maps and signed reconciliation reports on every migration
DocuSign CLM questions, answered plainly
What is DocuSign CLM?
DocuSign CLM (Contract Lifecycle Management) is the DocuSign product that manages the whole life of an agreement: generating it from templates and clause libraries, routing it for review and approval, sending it for signature, storing it, and tracking obligations and renewals afterwards. eSignature is one step in that lifecycle; CLM is the rest of it.
How is DocuSign CLM different from DocuSign eSignature?
eSignature gets a finished document signed. CLM decides what goes into the document, who has to approve it, what the negotiated fallback clauses are, where the signed copy lives and when it comes up for renewal. Most companies start with eSignature and add CLM when contract volume or risk grows.
Does DocuSign CLM integrate with Salesforce?
Yes, and that is the way we usually implement it: agreements generated from Salesforce records such as opportunities, quotes and accounts, with contract status and key dates written back so sales, legal and finance see one picture. Micronetbd is a certified Salesforce partner and a DocuSign partner.
What does a DocuSign CLM implementation cover?
Discovery of your contract types and approval paths, the clause and template library, generation rules and conditional language, approval and negotiation workflows, the repository and permission model, obligation and renewal tracking, reporting, the Salesforce integration, migration of existing agreements and templates, and training by role.
How long does a DocuSign CLM implementation take?
It depends on the number of contract types and templates and on how many approval paths you have. We scope a first release around your highest-volume agreement so the team is working in CLM in weeks, then add the remaining templates in planned releases.
Can you administer DocuSign CLM after go-live?
Yes. The managed services retainer covers template and clause updates, workflow changes, user management, release readiness, monitoring of the Salesforce connection and the reporting requests that come after launch, with a named administrator and a flat monthly fee. It also covers CLM builds we did not write, starting with an audit.
Is Micronetbd a DocuSign partner?
Yes. Micronetbd is a DocuSign partner listed in the DocuSign Partner Finder for DocuSign CLM services, and has delivered DocuSign CLM and SpringCM projects since the platform was SpringCM. Other DocuSign partners also bring Micronetbd in on their clients' CLM implementations. Client testimonials are published on the DocuSign profile.
Do you work as a subcontractor for other DocuSign partners?
Yes, and a large share of our CLM work arrives that way. A partner brings us in to scope, build or administer their client's CLM, under their name or ours as they prefer, with the same discovery, design and release process we run for our own clients.
Watch: what it is like to have Micronetbd run the platform
A general counsel and a Salesforce partner manager on working with the team.
More on the Micronetbd YouTube channel.
Talk to us about your CLM program
Bring your contract types and the approval path that hurts most. In thirty minutes we will tell you what a first release looks like, what the retainer covers, and what it costs.