Case studies.Learn the products through the customers who bought them.

The challenge

ADM's Legal, Regulatory & Compliance group ran a global portfolio across regional databases, personal inboxes and spreadsheets. Reporting had blind spots, commercial deals stalled in high-volume agreement review, and there was no centralized analytics to steer outside counsel spend.

What they did

Starting in 2015, ADM rolled out Apptitude as the department's system of record and engagement, configured into hundreds of purpose-built workflows: conflict-of-interest reviews, quarterly disclosure certifications, budget approvals, law firm RFPs, real estate buy/sell/lease lifecycles, and litigation gates for loss contingency, settlement authority and authority to file.

The challenge

Rapid growth outran legal service delivery. Attorneys drowned in administrative work, matter tracking was split across siloed tools, and invoice review happened without the matter context needed to enforce outside counsel guidelines.

What they did

With partners Harbor and NetDocuments, VMware deployed the AI-native Onit Platform. Spend Agent autonomously parses incoming invoices, flags guideline breaches and issues audit-ready compliance certificates. Agent Studio and Aptitude let legal build no-code workflows and custom agents, and a 'ONE Customer Contract' portal with clause analytics fed Tableau dashboards.

The challenge

Years of organic and acquisitive growth left a fragmented legal software estate: high recurring license and support costs, matter context split across tools, and IT stuck doing custom development for basic workflow tweaks.

What they did

Medtronic consolidated onto an integrated Onit ELM and CLM ecosystem using a parallel-instance method — concurrent teams moved live workflows and sunset legacy platforms in sequence, without disrupting active litigation.

The challenge

After spinning off as an independent company, Corteva had to serve business units and partners across dozens of jurisdictions under strict headcount limits, while inquiries about contracts, policy, vendor intake and transaction rules piled up on a small team.

What they did

From 2021 to 2025 Corteva ran an enterprise-wide automation program on Onit, backed by Managed Services, including a fleet of multilingual domain-specific chatbots — LISA, EVA, RIVA, LEVI and SIVA — that answer legal and procurement questions, route requests and assemble standard documents in real time.

The challenge

Corporate mandates to cut administrative overhead, reduce outside legal spend and eliminate manual process collided with decentralized matter and counsel management, which hid fee commitments and delayed advice to commercial teams.

What they did

BT built 'My Legal' on Apptitude — one front door consolidating matter tracking, spend management and custom operational apps, including a trademark renewal decision-tree app and an internal workflow tracking access to trade secrets.

The challenge

Attorneys were already scrutinizing invoices and negotiating write-downs, but the reductions lived in scattered spreadsheets and email. Legal ops couldn't aggregate or prove the savings, so the department couldn't show finance its value.

What they did

They centralized invoice adjustments in SimpleLegal: every reduction logged with its justification, non-compliant charges captured, and historical spend data used to benchmark requested rates against peers by practice area and geography.

The challenge

The legacy ELM was rigid, expensive to maintain and unpopular. Attorneys avoided it, which forced manual workarounds, weakened billing enforcement and blurred accrual forecasting across dozens of outside firms.

What they did

Exelon replaced it with SimpleLegal, prioritizing an interface attorneys would actually use, plus an outside counsel portal for standardized invoice and budget submission, automated billing-rule validation, AP integration and automated accrual feeds.

The challenge

No central legal system at all. Attorneys retained firms ad hoc over email, so leadership couldn't see work in progress, verify timekeeper rates, or give finance a predictable accrual number.

What they did

SimpleLegal unified matter intake, vendor engagements and expenses, routed every external invoice through automated validation, tracked hours by firm, project and timekeeper, automated month-end and year-end accruals, and opened matter-level visibility to Finance, HR and Facilities.

The challenge

A new General Counsel arrived to build the company's first formal legal department — commercial, licensing, supply chain and product liability matters across 90+ countries and 28,000 retail doors — with no structured system and no appetite for bloated legacy e-billing.

What they did

On the recommendation of peers at the ACC annual meeting, KidKraft deployed SimpleLegal out of the box: a matter repository, standardized digital invoice intake for firms, and real-time spend dashboards with minimal admin configuration.

The challenge

Continuous casualty claims and litigation meant a constant flood of invoices from regional defense firms. Manual review created backlogs, risked paying non-compliant charges, and left claims leadership blind to guideline compliance.

What they did

A secure vendor portal requires defense firms to submit LEDES-formatted invoices, automatically verified against ATTIC's litigation management guidelines, with block billing, vague task descriptions and non-compliant admin expenses flagged before an adjuster ever looks.

The challenge

As Instacart scaled across North America, the in-house legal department was managing outside counsel spend and executive reporting by hand. There was no reliable visibility into what firms were charging, and no fast way to give the C-suite a defensible number.

What they did

Instacart moved invoice intake, bill review and reporting onto SimpleLegal. Reviews became consistent rather than ad hoc, legal and finance worked from the same data, and executive reporting came out of the system instead of out of a spreadsheet.

The challenge

Crocs operates across multiple jurisdictions and accounting entities. Rolling out e-billing meant handling VAT compliance, entity-level invoice routing and onboarding users in several languages — the kind of complexity that can derail a global deployment.

What they did

Crocs worked with the SimpleLegal implementation team on a staged rollout: assess the existing process, build one global invoice approval flow spanning the accounting entities, configure VAT to match internal standard operating procedures, then train users office by office.

The challenge

Commercial and operations teams drafted contracts by hand and swapped redlines with legal over email — data-entry errors, version confusion, a bottleneck in legal, and slow execution across global trading and shipping.

What they did

ContractWorks was integrated directly into LDC's ERP so sales reps generate agreements from legal-approved dynamic templates inside the interface they already use, backed by a secure cloud repository with automated indexing and milestone tracking. Kickoff to live deployment took four days.

The challenge

More than 8,000 commercial agreements a year — sponsorships, services, healthcare practitioner engagements — built on manual data entry and repetitive drafting in a heavily regulated industry. Errors, long review cycles, attorneys doing low-value work.

What they did

A three-phase rollout — operational audit, IT security configuration, targeted training — introduced automated generation from pre-approved templates, edit-protected outputs, integrated e-signature and unique contract IDs for version history in one repository.

The challenge

Standard agreements across logistics, merchandising, retail operations and real estate all funnelled to in-house counsel for manual drafting and review, making legal the bottleneck. Leadership wanted more velocity without more legal headcount.

What they did

Role-based self-service portals let commercial teams generate, review and execute standard agreements from pre-approved templates and defined business logic, with automated data verification, auditable approval workflows and centralized reporting.

The challenge

Growth created silos: insurance, pharmacy and clinical divisions each managed vendor and customer agreements with their own manual processes, shared drives and email chains — compliance risk, version confusion and no enterprise visibility during a digital transformation.

What they did

One cloud CLM across all divisions: legacy contracts centralized into an indexed searchable repository, automated review and approval routing, granular permissions protecting health and corporate data, renewal and expiration alerts, and full audit trails.

The challenge

Continuous contracting with advertisers, logistics providers and technology vendors across dozens of growth markets, run on manual drafting, local file storage and email-based review — slowing deal closings and hiding commitments across regional units.

What they did

ContractWorks standardized the lifecycle: a secure cloud repository with automated tagging, standard templates for routine commercial agreements, e-signature inside the review pipeline, and automated tracking of milestones, renewals and compliance dates.

The challenge

Licensing agreements, manufacturing contracts and commitments across 2,300 accounts and 20,000+ retail doors tracked in Excel and Outlook reminders. When staff went hybrid, the lack of a browser-accessible repository made retrieval hard and renewal windows easy to miss.

What they did

ContractWorks centralized storage and milestone tracking using drag-and-drop ingestion, OCR and smart tagging, with automated email alerts for renewal and termination notice dates and role-based permissions for sharing with external partners.

The challenge

A tribally owned federal contractor managing agreements under strict acquisition regulations, compliance audits and renewal timelines — on on-premise server folders. Remote access was hard, version control risky, and option-year deadlines untracked across subsidiaries.

What they did

A cloud repository with federal contracts, subcontracts and teaming agreements indexed by custom metadata and advanced search, plus automated alerts for milestones, option years and expirations, giving offices in Utah, D.C., Maryland and Ohio one source of data.

The challenge

A 2006 federal regulatory settlement mandated electronic contract tracking. A ten-person legal team managed thousands of municipal 911 contracts, hospital transport agreements and vendor relationships on a rigid in-house Microsoft SQL database that couldn't flex with changing healthcare regulation.

What they did

Onit replaced the SQL database with automated municipal contract lifecycles, tracked facility service commitments, self-service audit trails and enforced signature authorities — and during later restructurings and private equity carve-outs, separate independent instances were stood up quickly for new entities.

The challenge

With 38 healthcare facilities and over 7,500 patients served annually, CHS managed physician agreements, vendor contracts and service provider documents entirely by hand — contracts physically routed desk to desk, signed with pen and paper. Contracts got lost, approvals took weeks, and renewals happened by accident.

What they did

CHS implemented ContractWorks to digitize the whole approval path: ten e-signature licences to speed multi-party approvals, centralized contract tracking so status is always visible, custom alerts for key dates, and close work with customer success to overcome internal resistance to new technology.

The challenge

Esquire's legal team kept an organized contract portfolio — on internal shared drives. Finding a specific agreement or pulling data for Sales meant digging through folders, which slowed every cross-functional request even though nothing was technically lost.

What they did

The Chief Legal Officer evaluated several providers and chose Onit's CLM platform for its intuitive interface, fast implementation, built-in electronic signature and pricing suited to a growing legal team — giving them one secure place to sign, store and monitor every agreement.

The challenge

A constant influx of third-party SaaS and technology agreements ate legal capacity on liability, indemnity and data protection terms. Over four years the team trialled several AI review tools and rejected all of them as error-prone and unable to match internal risk tolerances.

What they did

ReviewAI was configured inside Microsoft Word with Wesfarmers' own playbooks, fallback provisions and risk preferences embedded. Incoming third-party paper is reviewed automatically, non-compliant clauses flagged, and pre-approved alternative language inserted.

The challenge

A growing caseload spanning sovereign government initiatives, gaming, hospitality and recreation was run on paper files, document boxes and desktop folders. Staff hunted through physical binders, archiving was slow, and nothing automatically watched statutory filing deadlines.

What they did

After a six-month evaluation the department implemented Legal Files: centralized digital matters with automatic matter numbering, practice-area-specific interfaces, unified document storage, and automated task and calendar workflows.

The challenge

A Fortune 500 financial services organization with two headquarters, and a litigation team running with no central case management at all. As a senior paralegal put it, there was no calendaring and no to-do list — everything lived in email, and things got forgotten.

What they did

Thrivent deployed Legal Files in phases, starting with the basics the team felt daily — email, to-dos and calendars — then adding document templates, task routing, outside counsel invoice approvals, and dashboards for legal holds once people trusted it.

The challenge

Stewart handles thousands of policy inquiries and claims across U.S. and international locations. Its legal services team was running on Access databases that couldn't keep up, after an unsuccessful attempt to build a custom system in-house.

What they did

Stewart chose Legal Files and had its IT and legal teams build an automated data feed between Legal Files and the legacy claims platform, eliminating duplicate entry. Documents, emails, notes, to-dos and outcomes now live in one digital case file, with templates and workflows matched to their own processes.

The challenge

A parts cleaning, oil recycling and waste management provider with 91,000 customer locations in 45 states — and no legal or contract management system at all. As the legal ops manager described it: manila folders, random file naming, documents and emails scattered between digital and hard copy.

What they did

With a new General Counsel in place, the team documented what legal, contracts and compliance each needed, evaluated on flexibility, searchability and reporting, and implemented Legal Files in phases — configured per user group, with mobile notetaking, expense tracking, automated bid monitoring and version-controlled documents.

The challenge

UConn's Contracting & Compliance team drafts and negotiates over 750 contracts and amendments a year — software licences, SaaS, construction, consulting — with more than 100 vendor relationships live at any time. Tracking ran on spreadsheets, so status was unclear and work stalled whenever someone was out.

What they did

After evaluating several systems, UConn chose Legal Files for its configurability and Outlook integration. Contracts, emails and supporting documents were consolidated in one repository, with customizable alerts for expirations and extensions and shared visibility into negotiation status.

The challenge

A small in-house law department handling everything from environmental compliance to municipal governance, with a growing caseload and limited resources. Matters lived in paper files, Excel and siloed processes, causing duplicated effort and slow responses to the General Counsel and Board of Commissioners.

What they did

The District implemented Legal Files as a single source of truth across its five legal divisions: case files, documents and communications consolidated and searchable, intake automated with custom wizards and templates, deadlines and assignments tracked in built-in calendars and workflows.

The challenge

An Oklahoma firm handling auto accidents, workers' compensation and medical malpractice had been burned by outdated and homegrown systems. As the partner described it, they had a file management system nobody used, so the firm fell back on Outlook folders and Windows Explorer — and couldn't trust what it found.

What they did

Talbot Law Group selected Legal Files for its intuitive interface and customization tools, consolidating calendars, contacts, emails, deadlines and documents in one place, supporting multiple offices, streamlining form-heavy case types like workers' compensation, and automating routine processes without technical staff.