Playbook
The Agentic CLM Change Management Playbook
A four-stage, role-based blueprint to take agentic CLM from pilot to enterprise-wide outcomes
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Agentic CLM changes how work gets done—shifting from faster buttons to outcome-driven, autonomous assistance. This playbook provide an cross-functional structured yet flexible rollout plan that builds trust, proves value, and scales safely.
What’s inside:
- A Four-Stage Framework with clear ownership and success markers.
- 15–30–45-day pilot checkpoints.
- Department-persona rollout guidance for Legal, Procurement, Sales, Finance, Risk, and IT.
- A Change-Management Leader’s checklist—governance, training, communications, and feedback loops.
- Integration touchpoints across CRM/ERP/collab tools and a path to a self-serve AI studio.
Use it to set measurable targets (e.g., cycle-time reduction, adoption and acceptance rates), expand safely from low-risk use cases, and connect contract intelligence to business systems—so agents can act when confidence is high and escalate when judgment is required.
