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CLM Flex: For Smaller Organizations

Contract management, without the enterprise lift. 

CLM Flex gives smaller healthcare organizations the structure, visibility and workflow standardization they need. Pre-configured, fast to value and built around how lean teams actually work.

Purpose-built for organizations that need structure, not complexity.

Most organizations don't need to choose between a spreadsheet and a six-month enterprise implementation. CLM Flex is built for the space in between, the right amount of structure for where you are. Right now.

 

Manual Processes

  • Spreadsheets
  • Shared drives
  • Email approvals
  • No standardized fields
  • Limited visibility
Core Advantage

CLM Flex

  • Structured workflows, ready on day one
  • Pre-configured healthcare contract types
  • AI-supported review and reporting
  • Fast time to value, no heavy setup
  • Built for healthcare, by healthcare experts

Enterprise CLM

  • Advanced automation
  • Deep system integrations
  • Full configurability
  • Complex approval structures
  • Longer implementation timeline

Healthcare contract management that fits where you are.

CLM Flex is right-sized for healthcare organizations where contracts matter, resources are lean and the goal is structure, not complexity.

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Community hospitals and smaller health systems

🩺

Growing provider groups and specialty networks

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Organizations transitioning from spreadsheets or shared drives

📋

Teams without dedicated contract management resources

The capabilities that matter most, already built in.

CLM Flex comes pre-configured with the capabilities healthcare teams need most, so you spend less time on setup and more time on contracts.

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Contract management and organization

  • Centralized contract repository

  • Pre-configured department and contract types

  • Best practice data fields by contract class

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Workflow and process standardization

  • 20 pre-defined fields with no setup required

  • Up to 3 reviewers and 3 approvers per workflow

  • Standard workflows for amendments, renewals and terminations

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Efficiency and automation

  • Task management to keep work moving

  • Document generation for faster contract creation

  • Docusign® integration for fast, compliant eSignature 

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Visibility and reporting

  • Comprehensive contract reporting

  • Up to 3 reporting administrators

  • Tracking for key dates, obligations and performance

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Access and support

  • Single sign-on for easy, secure access

  • Dedicated client support

  • Built-in structure to support adoption from day one

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AI-supported insights

  • Support contract review with AI-assisted analysis

  • Help flag potential risk and inconsistencies

  • Promote more consistent language and terms

Spreadsheets work, until they don't.

Most healthcare organizations start managing contracts in shared drives, email chains and spreadsheets. It gets the job done early on. But as contract volume grows, details get missed, visibility disappears and every renewal becomes a scramble. CLM Flex brings the structure that changes that.

Before
Without CLM Flex
Contracts scattered across shared drives and inboxes
No standardization fields, everyone tracks differently
Approvals stuck in email threads
Renewals caught at the last minute, or missed entirely
No clear view of what's active, expiring or at risk
After
With CLM Flex
All contracts in one searchable, centralized repository
Pre-configured fields with healthcare best practices built in
Structured review and approval workflows, no chasing
Automated alerts for renewals, expirations and obligations
Real-time reporting that gives the full picture at a glance

Ready to move past the spreadsheet?

CLM Flex gives your team the structure, visibility and consistency to manage contracts with confidence, without the implementation lift your organization doesn't need.

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