Conga › CLM
Conga CLM
implementation services
Clause libraries, templates, approvals, obligations and the integrations that decide whether a CLM programme gets adopted or abandoned. On the Advantage Platform and on Salesforce.
On Salesforce or on the Advantage Platform?
Both editions are current, and a common mistake is assuming the platform edition is simply the newer one. Conga Contracts for Salesforce is CLM on Salesforce. It is not legacy, and it is a different product from the standalone Conga Contracts platform.
| CLM on Salesforce | CLM on the Advantage Platform | |
|---|---|---|
| Choose when | Legal, sales and the agreement record already live in Salesforce and you want one platform to administer | Your CRM is something other than Salesforce, you want the newer Conga AI capabilities as they land on the platform, or contract volume and document weight argue for taking it off the CRM |
| Authoring | X-Author for Contracts inside Word | X-Author for Word with locked and unlocked clause behaviour and redline history |
| Integration shape | Native to the Salesforce data model | API-led out to ERP, archive and middleware |
What a CLM programme actually contains
CLM projects fail on the parts nobody scoped. This is the list we work through, and the reason our estimates come after discovery rather than before it.
Agreement data model
Master and annex hierarchies, record types by contract type, legal entities, and the relationships that let you answer a question about a contract family rather than a single document.
Clause library and playbook rules
Clause extraction from what you have today, fallback positions, approval thresholds by clause, and the rules that decide which clause appears when. In one recent scope, around 100 templates collapse to five main contracts plus rule-assembled annexes.
Template rationalisation
The point where a hundred Word documents become a handful of templates with conditional logic. At a global insurer, two core templates now assemble four distinct agreement documents.
Authoring and negotiation
X-Author inside Word, locked and unlocked clause behaviour, version control and redline history, and working copies during negotiation including across tenants.
Approvals
Approval patterns mapped to real delegated authority, with parallel and sequential chains and the stakeholder groups that sign in practice rather than on the policy document.
Obligation management
Obligations captured from the clause, with owner, due date, reminders and reporting. This is the part that turns a contract repository into something the business uses after signature.
Integrations
SSO through Entra ID or Okta, Microsoft 365 add-ins, bidirectional eSignature covering signer routing out and executed document plus audit trail back, ERP and archive publication, and the CPQ to CLM handoff.
Conga AI and contract intelligence, honestly
Conga’s AI capability is real and it is worth having. It is also frequently sold too early, and we would rather say so.
AI agents perform against a structured clause library and a populated agreement corpus. If neither exists yet, enabling agents before the foundation is in place means tuning them twice and paying for it twice. Our recommendation on most programmes is to build the clause library and get agreements into the system first, then enable and tune the agents against real content with a legal validation cycle.
Our consultants are enabled on Conga’s AiMe platform, so this is a sequencing recommendation rather than a reason to defer.
Already live on Conga CLM?
We run assessments for organisations six to ten years into a Conga CLM implementation, where the original design has drifted from how the business now works.
- Ten days, fixed. Two days of discovery, five of assessment, two of analysis, and a presentation on day ten.
- Nine assessment areas. People and organisation, process maturity, technology use, data and repository, integration, compliance, performance, user experience and strategic alignment.
- What you get. A maturity scorecard, a findings report, and a prioritised roadmap split into quick wins, strategic work and transformation, with a quantified business case behind it.
- It is yours. Whether or not you engage us for the remediation.
Questions
Is Conga Contracts for Salesforce the same as Conga CLM?
Yes. Conga Contracts for Salesforce is the Salesforce edition of CLM and it is current. It is a different product from the standalone Conga Contracts platform, which is the legacy one. The names are close enough that this causes real confusion in buying conversations.
How long does a CLM implementation take?
A focused first wave for one business unit is a matter of months. An enterprise programme with a full clause library, multi-language templates, obligation management and ERP integration runs longer, and the honest number comes out of discovery rather than out of a rate card.
Can you migrate our existing agreements in?
Yes. We have built bulk migration routines that create agreement records and attach documents from predefined data mappings, including a run that brings 250 agreements across at once with recurring bulk intake after that.
Do we need X-Author?
If your legal team negotiates in Word, which almost every legal team does, then yes. X-Author is what keeps the Word document and the agreement record in step, with clause locking and redline history rather than a trail of attachments.
Explore the rest of the Conga practice
Tell us what your contracting process actually looks like.
A CLM assessment is ten days, fixed, and ends in a scorecard and a prioritised roadmap you own. It does not commit you to an implementation.