Case study · CLM platform

Contract Lifecycle Management, Simplified.

AI CLM is the CLM platform we designed and built: one platform to draft, negotiate, sign, track and renew every agreement your organisation makes.

Start a similar project
All case studies
AI CLM receivables dashboard with outstanding, recovered and overdue amounts, trend, status and ageing charts

At a glance

Built for enterprise legal and finance teams.

11

Tracked workflow stages, from draft to signed

60-day

Early warning on expiring contracts

3 modules

Smart Drafting, Obligation Tracker and Receivables Recovery

RBAC

Multi-tenant, permission-based access control

The platform

Three modules. One contract lifecycle.

Smart Drafting

Draft, review and manage contracts from a single, secure workspace.

Obligation Tracker

Track compliance tasks and deadlines tied to every agreement.

Receivables Recovery

Monitor invoices, recoverables and payment ageing in real time.

What we built

Key capabilities.

Workflow & approvals

Every contract moves through review, internal and external approval, signature and repository, with status visible to everyone involved.

AI document intelligence

A dedicated AI service extracts text from uploaded contracts. That powers search today and sets up AI review and drafting next.

Unified dashboard

Total and average contract value, expiring-soon alerts, rejections and status breakdowns in one live view.

Central repository

Search, filter and tag every contract, including imported legacy contracts, with secure downloads.

Enterprise-grade security

Tenant isolation, permission-based roles and rotating session tokens for organisations of any size.

Built for global teams

A multilingual interface and multi-organisation support for business units, departments and teams.

Product

Inside the platform.

AI CLM receivables dashboard with outstanding, recovered and overdue amounts, trend, status and ageing charts

The journey

From challenge to results.

Challenges

  • Contracts scattered across email, shared drives and spreadsheets.
  • No visibility into where a contract was stuck in review or approval.
  • Obligations, renewals and receivables tracked manually, if at all.
  • Enterprise customers demanding strict access control and data isolation.

Goals

  • One secure source of truth for every agreement.
  • A clear, trackable workflow from first draft to signature and renewal.
  • Tracking obligations, deadlines and payments before they slip.
  • An AI-ready foundation for search, review and drafting.

Actions

  • Designed a multi-tenant architecture for organisations, business units, departments and teams.
  • Built a .NET 8 clean-architecture API on PostgreSQL with a React 18 single-page app.
  • Added a Python FastAPI AI service for automatic document text extraction.
  • Implemented permission-based RBAC and secure cloud storage with signed URLs.
  • Shipped with automated tests and Docker-based deployment for repeatable releases.

Results

  • A complete CLM platform covering contracts, obligations and receivables.
  • Real-time visibility across 11 contract workflow stages.
  • Expiring contracts flagged 60 days ahead, protecting renewals.
  • A solid base for adding AI review, clause libraries and e-signature.

Technology

The stack behind AI CLM.

.NET 8 & C#

Clean Architecture

PostgreSQL

React 18

Python FastAPI

AI text extraction

AWS S3

Docker

JWT & RBAC

Let’s talk

Need a smarter way to manage contracts?

Share a few details about your project and our team will get back to you with next steps.

What happens next

  1. We reply within one business dayA senior engineer reads every message, not a sales bot.
  2. 30-minute discovery callWe map your goals, data and constraints together.
  3. A clear plan and estimateScope, architecture and timeline, usually within a week.
Name