Silicon Valley Mechanical Revamps Contract Workflow with AI
Before Document Crunch
Silicon Valley Mechanical, a full-service mechanical contractor, historically struggled with their contract review process. The process involved many people across the company and lacked the structure and documentation to track each touchpoint. This lack of organization not only caused delays but also posed a significant risk to the company’s legal and financial well-being. When a contract was signed, project executives were not confident that the right people had read and understood it. They needed a way to standardize and improve the contract review process without adding tedious hours to the workflow.
After Document Crunch
Silicon Valley Mechanical decided to implement Document Crunch to rehaul their contract workflow and management. With a dedicated contract software, Silicon Valley Mechanical was able to craft and track a contact process that made sense for their team, but also made sense for their risk management priorities. With a standardized contract review workflow across stakeholders and locations, they’re able to better analyze the risk embedded in every contractual agreement. By the time a contract is signed, they can trust that the right people have seen it, all decisions were documented, and the project team is poised to execute on all terms negotiated. Silicon Valley Mechanical achieved an efficient, trackable contract review process, and significantly cut down on time spent on contracts in general.
“Our contract review process was disjointed and inconsistent.” - Bryan Pyle, COO, Silicon Valley Mechanical
Automate Manual Contract Processes
Document Crunch allows Silicon Valley Mechanical’s executive, risk, legal, and project teams to spend less time on editing contracts and more time executing them. Manual processes like contract reviews have been replaced by AI-powered workflows
Establish a Trusted Workflow
To build a solid contract review process, Silicon Valley Mechanical needed to identify stakeholders, implement tracking, define critical steps, and put safety nets in place for errors and omissions. Document Crunch not only provided templates and customizations to do that, but also provided an intuitive platform that their team could easily adopt into their workflow.
Improve Your Legal Knowledge
With Document Crunch’s latest chat feature, Silicon Valley Mechanical’s contract review teams can interact with contract drafts to review critical provisions, explain legal terms, and even draft alternative clauses based on new information. The chat feature removes the confusing and tedious parts of contract review and execution for those without a legal background.
Reduce Time, Increase Productivity
Document Crunch has made the Silicon Valley Mechanical team better and smarter at contract review. This saves them time during contract review, but also during and after projects. With thorough and optimized contracts, project teams find compliance and execution easier. Document Crunch allows Silicon Valley Mechanical’s teams time to focus on what they love - completing great projects.
“I would recommend Document Crunch to any organization that wants to streamline their contract review workflow and become more knowledgeable about the language in their agreements.”