Contract Heroes

In this talk, Patty Corey shares her path into legal operations and what she's learned along the way. She explains how focusing on good processes, precise data, and teamwork between legal and procurement teams can make contract management smoother. Patty talks about how to clean up data, choose the right metadata fields, and build helpful playbooks that help teams work faster and more accurately. She also discusses how AI tools can help once a strong foundation is in place. Throughout the conversation, Patty highlights a key message: technology alone can't solve every problem; successful legal operations start with transparent processes, good communication, and keeping data organized and up to date.

Meet Kyle Myers, Chief Product Officer at IntelAgree, one of today's leading AI-powered CLM platforms! Starting the conversation, Kyle shares his path from working at KPMG on automation and process improvement to joining IntelAgree soon after its founding in 2018. He explains how the company was built with a clear goal to make contract management faster, smarter, and easier through native AI. Kyle also discusses how early experiences with tools such as Kira inspired IntelAgree's mission to create a more affordable, accessible end-to-end CLM solution. He further shares an inside look at Saige Assist, IntelAgree's generative AI suite that helps draft, review, and negotiate contracts with ease.

In this episode, Samir Bhatia, CEO of Brightleaf Solutions, talks about his journey and how his company uses AI to improve contract management. Brightleaf first worked with law firms, but under Samir's leadership, the focus shifted to helping corporates manage large volumes of contracts. Their first big client was British Telecom, and since then, Brightleaf has built powerful AI software to extract important information from contracts, which is then carefully reviewed by people to ensure accuracy. The conversation covers the main challenges of legacy document migration, including bringing contracts together in one place, organizing them by type (such as NDAs and MSAs), linking related documents, and cleaning up data. Samir stresses the need to balance AI automation with human oversight and shares best practices such as creating a clear playbook, processing data in batches, and preparing it for CLM systems.

In this episode, Sarah Brouwer, Senior Corporate Counsel at Trudell Medical International, joins Marc Doucette, CEO and Co-founder of Koho Consulting, to discuss the real-world challenges and strategies behind a successful contract lifecycle management transformation. Together, they share insights from Trudell’s multi-phase CLM rollout, including lessons in change management, phased implementation, and system adaptation. Marc draws on Koho’s hands-on experience to highlight what it really takes to move from static legacy tools to scalable enterprise CLM. They also explore how legal teams can rethink CLM as a long-term strategic investment rather than a one-time solution. The conversation wraps with a look at how AI is playing a growing role in document screening, data migration, and redlining, reshaping how legal ops teams work and deliver value across the business. Whether you're planning a CLM rollout or navigating one today, this episode offers a grounded perspective on what success looks like in complex organizations.

On this episode of the Contract Heroes podcast, we’re joined by Matt Patel, COO and Co-Founder of Malbek, to talk all things CLM replacement. Matt breaks down the common pitfalls of legacy systems—from high maintenance costs and outdated architecture to poor user adoption—and explains why many organizations are rethinking their approach.We dive into the challenges of navigating a crowded CLM market, what red flags to watch for (like low logins and workaround-heavy workflows), and how to tell whether your issues stem from technology or process. Matt also shares actionable tips for teams just starting their CLM evaluation journey and what to look for in a modern, scalable solution.

In today's episode, Aaron Fischer explores the evolving landscape of contract lifecycle management (CLM), highlighting the impact of AI, risk mitigation, and efficiency in legal operations. He addresses the challenges of implementing CLM, emphasizing stakeholder engagement and executive support. Drawing from his experiences in the music and tech industries, Aaron illustrates the practical benefits of early CLM adoption. He also shares his journey transitioning to a solo legal practice, underlining the importance of networking and client understanding. The discussion concludes with insights from his Empire State of Grind podcast, which focuses on tech startup founders and AI-driven innovation.

FEATURED TIMESTAMPS[00.35] Nandita’s background and career journey. [02.46] The importance of understanding the context behind every contract. [06.29] The importance of putting the best interests of the company first. [07.10] Communication and understanding between legal and sales teams. [08.57] The benefits of Contract Lifecycle Management (CLM). [11.06] The role of flexibility in contract negotiation. [13.38] Building rapport and trust with the internal team. [16.17] Effective playbook provisions for business negotiations. RESOURCESConnect with Nadita MurthyLinkedIn - linkedin.com/in/nandita-murthy/

In this episode, we’re joined by Otto Hanson, founder of TermScout and Screens, and now leading the Screens business at Agiloft. Otto shares his vision for the future of contracts and why he believes we’re just getting started when it comes to transforming how they’re created, reviewed, and managed. We dive into Agiloft’s recent acquisition of Screens and what it means for AI-powered contract review. Topics include striking the right balance between accuracy and flexibility, empowering users through prompt validation, the power of community-driven playbooks, and why AI should enhance—not replace—legal expertise.

In this episode of Contract Heroes, we’re joined by John Roland, a legal operations leader with over 20 years of experience across industries like energy and technology. John shares his perspective on what it takes to implement a contract lifecycle management (CLM) system that truly delivers value—from defining business needs early on to aligning teams around shared goals. John also walks us through his recent Agiloft implementation at Qcells, which Koho was proud to support. You’ll hear firsthand what made the project successful and what others can learn from the process. Whether you're just starting your CLM journey or looking to refine your current setup, this episode is full of practical insights you won’t want to miss.

In this week's episode, we had the pleasure of speaking with Matt Lhoumeau, CEO and co-founder of Concord, a leading contract management software. Matt’s mission is to empower teams to manage contracts efficiently without requiring legal involvement at every step. Our conversation explores the growing role of AI in contract management, its impact on legal teams, and how CFOs are leveraging contract data for better decision-making. We also dive into change management, AI adoption in mid-sized companies, and the future of contract management.