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To Self-Service, or Not to Self-Service?

Knowing how to self-service contracts will save valuable time while increasing revenue and cutting down on routine busywork.

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Expectations
What people think self-service contracts entail:
  • Solves any problem, anytime & anywhere
  • No control from Legal
  • Lord of the Flies Part II (anarchy!)
  • Survival of the fittest
  • I'm sorry, Dave. I'm afraid I can't do that… (2001: A Space Odyssey strikes back!)
Reality
What self-service contracts really entail:
  • Automation under your control
  • Standardized & routine
  • Stamp of approval from Legal
  • Survival of the efficient
  • World remains in human hands
Self-Service in Legal Ops
Teams save countless hours, focus on more high-value work, and generate more revenue thanks to self-service.
Self-service contracts Self-service workflows Benefits Contracts to automate
Self-Service Contracts
What are they?
Self-service contracts enable departments and teams to create and finalize contracts without significant help from Legal. Automated workflows support the creation of low-value, high-volume standardized contracts to speed up work, cut costs, and close more deals faster.
How do they work?
  • Create contract templates, set them up, and automate them on your end.
  • Embed a link to a contract on your website or send it directly to clients.
  • Ask clients to submit the contract with all necessary info filled in.
  • Provide clients perfectly structured, legally approved, and signed contracts while automatically storing contract data in your system.
What's needed for a self-service contract?
  • Make sure it's a basic contract with a lower contract value.
  • Approve the template, not the contract itself, to ensure compliance.
  • Use standardized language in the template.
  • Make sure any custom clauses use standardized language.
  • Implement eSign.
  • Make the template public-facing.
  • Designate a single repository for storing and analyzing contracts.
Curious to find out how self-service contracts compare with typical contracts? See for yourself!
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Self-service workflows
Self-service is ideal for contracts that are already approved and whose workflows allow Legal to provide input when needed.
Processing SOC-2 Support Requests
Provide copies of SOC-2 reports upon request. Ensure your company remains compliant with legal requirements by having NDAs and other agreements signed and submitted before sending SOC-2 reports.
Gathering Consent
Keep your company in line with local regulations. Speed up the collection of consent agreements. Guarantee that individuals understand their rights, including the right to withdraw consent.
Expanding Vendor Services
Onboard new vendors, manage contract approval, and monitor purchase orders or payment requests. Instead of waiting to close a deal with a new vendor, jump to the acceptance stage and starting raking in more revenue.
Onboarding New Employees
Accelerate how long it takes to onboard new employees. Sign basic agreements before terms of employment start, such as offer acceptances, NDAs, background checks, payment details, tax forms, and labor contracts.
Collecting Client Data for Sales Teams
Automatically gather client information for your sales department to use for future pitches. Enable sales teams to find ways to meet client needs and expectations while growing the company’s revenue.
Requesting Invoices From Freelancers
Collect invoices from freelancers without having to message or chase them down. Receive payment requests for goods and/or services. Collect payment details and document business transactions.
Establishing New Partnerships
Get new partnerships up and running faster and easier. Outline goals, deliverables, and duration of agreements. Establish liabilities, duties, contributions, and dispute resolution.
Delivering SaaS Agreements
Send clients everything they need to know before agreeing to use your products. Inform clients about who owns data, how it can be accessed, and how it can be transferred. Outline any use of customer data.
Outlining Scope of Work
Set boundaries and milestones for projects and partnerships. Define how the scope is managed. Identify all related resources and expected outcomes.
See the workflows in action
Benefits
Zero friction

Approval delays cause major friction between Legal and other departments. Self-service reduces Legal’s workflow while improving efficiency, significantly reducing friction along the way.

No legal review bottlenecks

Standardized contracts ensure that Legal no longer has to pour multiple hours in ensuring compliance. This cuts down turnaround by a considerable amount, eliminating legal review as a bottleneck.

Reduced contract costs

Time is money, so reducing time spent on contracts leads to lower contract costs. And that means more funds are available for more possible deals.

Higher value legal work

Self-service removes the need for Legal to focus on low value documents and routine busywork. Instead, Legal can pursue other opportunities with much greater value.

Faster cycles

Standardized language translates to fewer requirements for significant edits or legal review. In turn, contracts can get signed and executed faster without extensive delays.

Improved customer experience

Guarantee that everything goes according to plan. Teams and clients alike can create the documents they need, the way they need, and when they need (even if it’s 3 in the morning… Zzzz…).

More deals

Less time spent on a contract means more time for other opportunities. Close more deals and create more revenue for your business.

Uniform language

Companies need Legal to guarantee their contracts are legal, enforceable, and compliant. Self-service helps ensure that once Legal’s approved a document, they won’t need to approve another.

Self-service contracts: Fuel to make your business run faster

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Contracts to Automate

NDAs
Protect sensitive company information by speeding up non-disclosure agreements
DPAs
Ensure regulatory compliance with comprehensive data processing agreements
Sales agreements
Speed up exchanges of goods, services, or properties with sales agreements
Supplier agreements
Set up how goods and services are ordered and delivered with supplier agreements
MSAs
Formalize partnerships, as well as the their terms and conditions, with master service agreements
SoWs
Establish project deliverables and goals for independent contractors with statements of work
SaaS agrements
Lay out terms and conditions of providing software services with SaaS agreements
Vendor agrements
Finalize business relationships and obligations and close deals faster with vendor agreements
Letters of employment
Access employment verification letters instantly if you wish to apply for a loan or buy a house
Invoices
Match purchase orders and invoice requests with their respective invoice
License agreements
Control the use of software and other services while building commercial relationships with license agreements
Partner agreements
Sort out the roles, responsibilities, and profit-sharing of each partner with partner agreements

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How can you transform your templates into self-service contracts?

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Teams that can use self-service contracts

Legal

Legal teams can save themselves and every other department significant amounts of time while standardizing contracts and improving compliance.

Sales

Sales teams can close more deals faster by focusing on opportunities and customers instead of waiting for contract approval.

IT

IT teams can rapidly deliver data processing agreements, SaaS agreements, SOC-2 requests, NDAs, and consent forms.

Procurement

Procurement teams can ensure their companies stay up and running with no downtime or shortages by managing their own agreements.

HR

HR teams can speed up employment processes by automating standard agreements that need minimal editing, such as offer letters, NDAs, and SOWs.

Finance

Finance teams can quickly estimate their company’s budget, revenue, and much more thanks to the data automatically gathered.

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Resources to Get You Started
Heading a legal team / Playbook
How to Build an Innovative Legal Department
Digital transformation in legal is a complex process that goes beyond workflow automation. Get applicable steps that will help you build the culture of inclusive innovation inside your legal department
Get guide
About AXDRAFT / Onepager
How AXDRAFT Ranks Against Other Contract Automation Software
Legal tech market is full of amazing solutions. See how AXDRAFT compares to other document automation software with our feature-by-feature comparison.
Read blog
About AXDRAFT / Onepager
AXDRAFT’s Product Overview 
See how AXDRAFT document automation software can help you improve your contract management velocity by 80%. Explore key areas in which you can get rid of routine work by automating your documents
Read blog

Skip the red tape while saving money with self-service contracts