Apttus and Duff & Phelps - Legal Contracting Webinar - March 13th
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Transcript of Apttus and Duff & Phelps - Legal Contracting Webinar - March 13th
![Page 1: Apttus and Duff & Phelps - Legal Contracting Webinar - March 13th](https://reader037.fdocuments.us/reader037/viewer/2022103111/54ba04e84a7959db198b45e4/html5/thumbnails/1.jpg)
® APTTUS 2013APTTUS Corporation | 1400 Fashion Island Blvd. Suite 200 San Mateo, CA 94404 | [email protected]
#CLMsuccess
Streamlining Contract Development with Contract Templates & Playbooks
Jason SmithDirector, Legal Mgmt. Consulting
Duff & Phelps
Gary LochheadSenior Sales Engineer
Apttus
![Page 2: Apttus and Duff & Phelps - Legal Contracting Webinar - March 13th](https://reader037.fdocuments.us/reader037/viewer/2022103111/54ba04e84a7959db198b45e4/html5/thumbnails/2.jpg)
Contract Templates & Playbooks
It’s Not Just Form Over Substance
Jason SmithMarch 13, 2014
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Duff & Phelps 3
Agenda
1. Creating the Right Templates
2. Establishing a Clauses Library
3. Implementing Standard Timelines and Metrics for Review
4. Stealth Behavior Modification – Who’s Really In Control?
ConfidentialityDis
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Force
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Assignment
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mni
ty
#CLMsuccess
![Page 4: Apttus and Duff & Phelps - Legal Contracting Webinar - March 13th](https://reader037.fdocuments.us/reader037/viewer/2022103111/54ba04e84a7959db198b45e4/html5/thumbnails/4.jpg)
Creating the Right Templates
Duff & Phelps 4
1
#CLMsuccess
![Page 5: Apttus and Duff & Phelps - Legal Contracting Webinar - March 13th](https://reader037.fdocuments.us/reader037/viewer/2022103111/54ba04e84a7959db198b45e4/html5/thumbnails/5.jpg)
Duff & Phelps 5
Creating the Right Templates
1. Consolidating your contracts
2. Identifying common contract components
3. Identifying variable contract components
#CLMsuccess
![Page 6: Apttus and Duff & Phelps - Legal Contracting Webinar - March 13th](https://reader037.fdocuments.us/reader037/viewer/2022103111/54ba04e84a7959db198b45e4/html5/thumbnails/6.jpg)
Duff & Phelps 6
1. Consolidating your contracts
2. Identifying common contract components
3. Identifying variable contract components
Software
Version
Creating the Right Templates
Services
Version Software &
Services
Version
Master Template
#CLMsuccess
![Page 7: Apttus and Duff & Phelps - Legal Contracting Webinar - March 13th](https://reader037.fdocuments.us/reader037/viewer/2022103111/54ba04e84a7959db198b45e4/html5/thumbnails/7.jpg)
Duff & Phelps 7
Creating the Right Templates
1. Consolidating your contracts
2. Identifying common contract components
3. Identifying variable contract components
Software
Version Services
Version Software &
Services
Version
#CLMsuccess
![Page 8: Apttus and Duff & Phelps - Legal Contracting Webinar - March 13th](https://reader037.fdocuments.us/reader037/viewer/2022103111/54ba04e84a7959db198b45e4/html5/thumbnails/8.jpg)
Duff & Phelps 8
Creating the Right Templates
1. Consolidating your contracts
2. Identifying common contract components
3. Identifying variable contract components
Software
Version Services
Version Software &
Services
Version
#CLMsuccess
![Page 9: Apttus and Duff & Phelps - Legal Contracting Webinar - March 13th](https://reader037.fdocuments.us/reader037/viewer/2022103111/54ba04e84a7959db198b45e4/html5/thumbnails/9.jpg)
Establishing a Clause Library
Duff & Phelps 9
2
#CLMsuccess
![Page 10: Apttus and Duff & Phelps - Legal Contracting Webinar - March 13th](https://reader037.fdocuments.us/reader037/viewer/2022103111/54ba04e84a7959db198b45e4/html5/thumbnails/10.jpg)
Duff & Phelps 10
Establishing a Clause Library
1. Create a central repository
2. Include document management functions
3. Identify clause types
4. Develop conditional rules
5. Track clause usage
#CLMsuccess
![Page 11: Apttus and Duff & Phelps - Legal Contracting Webinar - March 13th](https://reader037.fdocuments.us/reader037/viewer/2022103111/54ba04e84a7959db198b45e4/html5/thumbnails/11.jpg)
Duff & Phelps 11
Establishing a Clause Library
1. Create a central repository
2. Include document management functions
3. Identify clause types
4. Develop conditional rules
5. Track clause usage
#CLMsuccess
![Page 12: Apttus and Duff & Phelps - Legal Contracting Webinar - March 13th](https://reader037.fdocuments.us/reader037/viewer/2022103111/54ba04e84a7959db198b45e4/html5/thumbnails/12.jpg)
Duff & Phelps 12
Establishing a Clause Library
1. Create a central repository
2. Include document management functions
3. Identify clause types
4. Develop conditional rules
5. Track clause usage
#CLMsuccess
![Page 13: Apttus and Duff & Phelps - Legal Contracting Webinar - March 13th](https://reader037.fdocuments.us/reader037/viewer/2022103111/54ba04e84a7959db198b45e4/html5/thumbnails/13.jpg)
Duff & Phelps 13
Establishing a Clause Library
1. Create a central repository
2. Include document management functions
3. Identify clause types
4. Develop conditional rules
5. Track clause usage
#CLMsuccess
![Page 14: Apttus and Duff & Phelps - Legal Contracting Webinar - March 13th](https://reader037.fdocuments.us/reader037/viewer/2022103111/54ba04e84a7959db198b45e4/html5/thumbnails/14.jpg)
Duff & Phelps 14
Establishing a Clause Library
1. Create a central repository
2. Include document management functions
3. Identify clause types
4. Develop conditional rules
5. Track clause usage
If [Jurisdiction] = U.S.
If [Jurisdiction] = U.K.
#CLMsuccess
![Page 15: Apttus and Duff & Phelps - Legal Contracting Webinar - March 13th](https://reader037.fdocuments.us/reader037/viewer/2022103111/54ba04e84a7959db198b45e4/html5/thumbnails/15.jpg)
Duff & Phelps 15
Establishing a Clause Library
1. Create a central repository
2. Include document management functions
3. Identify clause types
4. Develop conditional rules
5. Track clause usage
#CLMsuccess
![Page 16: Apttus and Duff & Phelps - Legal Contracting Webinar - March 13th](https://reader037.fdocuments.us/reader037/viewer/2022103111/54ba04e84a7959db198b45e4/html5/thumbnails/16.jpg)
Other Benefits
Duff & Phelps 16
3
#CLMsuccess
![Page 17: Apttus and Duff & Phelps - Legal Contracting Webinar - March 13th](https://reader037.fdocuments.us/reader037/viewer/2022103111/54ba04e84a7959db198b45e4/html5/thumbnails/17.jpg)
Duff & Phelps 17
Other Benefits
1. Implement Standard timelines and metrics for review
2. International Contracts
3. Mapping to Third-Party Paper
#CLMsuccess
![Page 18: Apttus and Duff & Phelps - Legal Contracting Webinar - March 13th](https://reader037.fdocuments.us/reader037/viewer/2022103111/54ba04e84a7959db198b45e4/html5/thumbnails/18.jpg)
Duff & Phelps 18
Other Benefits
1. Implement Standard timelines and metrics for review
2. International Contracts
3. Mapping to Third-Party Paper
CLAUSE VARIANCE
USAGE
How many times was a clause
variance accepted?
How many times did counterparty
accept our version?
SET A REVIEWSCHEDULE
#CLMsuccess
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Duff & Phelps 19
Other Benefits
1. Implement Standard timelines and metrics for review
2. International Contracts
3. Mapping to Third-Party Paper
#CLMsuccess
![Page 20: Apttus and Duff & Phelps - Legal Contracting Webinar - March 13th](https://reader037.fdocuments.us/reader037/viewer/2022103111/54ba04e84a7959db198b45e4/html5/thumbnails/20.jpg)
Duff & Phelps 20
Other Benefits
1. Implement Standard timelines and metrics for review
2. International Contracts
3. Mapping to Third-Party Paper
OUR CONTRACT THEIR CONTRACT
#CLMsuccess
![Page 21: Apttus and Duff & Phelps - Legal Contracting Webinar - March 13th](https://reader037.fdocuments.us/reader037/viewer/2022103111/54ba04e84a7959db198b45e4/html5/thumbnails/21.jpg)
Stealth Behavior Modification – Who’s Really In Control?
Duff & Phelps 21
4
#CLMsuccess
![Page 22: Apttus and Duff & Phelps - Legal Contracting Webinar - March 13th](https://reader037.fdocuments.us/reader037/viewer/2022103111/54ba04e84a7959db198b45e4/html5/thumbnails/22.jpg)
Duff & Phelps 22
Stealth Behavior Modification – Who’s Really In Control?
1. Built-in legal rules
2. Predetermined allowable variances
3. Perceived control outside of legal
4. Actual control driven by legal
![Page 23: Apttus and Duff & Phelps - Legal Contracting Webinar - March 13th](https://reader037.fdocuments.us/reader037/viewer/2022103111/54ba04e84a7959db198b45e4/html5/thumbnails/23.jpg)
Duff & Phelps 23
Stealth Behavior Modification – Who’s Really In Control?
1. Built-in legal rules
2. Predetermined allowable variances
3. Perceived control outside of legal
4. Actual control driven by legal
![Page 24: Apttus and Duff & Phelps - Legal Contracting Webinar - March 13th](https://reader037.fdocuments.us/reader037/viewer/2022103111/54ba04e84a7959db198b45e4/html5/thumbnails/24.jpg)
Duff & Phelps 24
Stealth Behavior Modification – Who’s Really In Control?
1. Built-in legal rules
2. Predetermined allowable variances
3. Perceived control outside of legal
4. Actual control driven by legal
![Page 25: Apttus and Duff & Phelps - Legal Contracting Webinar - March 13th](https://reader037.fdocuments.us/reader037/viewer/2022103111/54ba04e84a7959db198b45e4/html5/thumbnails/25.jpg)
Duff & Phelps 25
Stealth Behavior Modification – Who’s Really In Control?
1. Built-in legal rules
2. Predetermined allowable variances
3. Perceived control outside of legal
4. Actual control driven by legal
![Page 26: Apttus and Duff & Phelps - Legal Contracting Webinar - March 13th](https://reader037.fdocuments.us/reader037/viewer/2022103111/54ba04e84a7959db198b45e4/html5/thumbnails/26.jpg)
Duff & Phelps 26
Stealth Behavior Modification – Who’s Really In Control?
1. Built-in legal rules
2. Predetermined allowable variances
3. Perceived control outside of legal
4. Actual control driven by legal
![Page 27: Apttus and Duff & Phelps - Legal Contracting Webinar - March 13th](https://reader037.fdocuments.us/reader037/viewer/2022103111/54ba04e84a7959db198b45e4/html5/thumbnails/27.jpg)
APTTUS
Quote-to-Cash SolutionsBuilt on Salesforce1, the world’s most scalable, secure enterprise cloud platform
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® APTTUS 2014
#CLMsuccess
APTTUS Quote-to-Cash
Quote Contract RevenueOpportunity ERP
PARTNER COMMERCE RISK MANAGEMENT
CONFIGURATION
PRICING
QUOTING
CPQ CONTRACT MANAGEMENT
SUPPLIER COMMITMENT MANAGEMENT
Quote Contract Revenue
E-SIGNATURE
REVENUE RECOGNITION
RENEWAL MANAGEMENT
REBATE MANAGEMENT
E-COMMERCE
QUOTE-TO-CASH INTELLIGENCE
AUTHORING
WIZARD
COMPLIANCE
ONBOARDING
SCORECARDING
SPEND ANALYSIS
X-AUTHOR
![Page 29: Apttus and Duff & Phelps - Legal Contracting Webinar - March 13th](https://reader037.fdocuments.us/reader037/viewer/2022103111/54ba04e84a7959db198b45e4/html5/thumbnails/29.jpg)
® APTTUS 2014
#CLMsuccess
Creating the Right Templates
Contract templates can be created within Microsoft Word, and accessed from Salesforce
![Page 30: Apttus and Duff & Phelps - Legal Contracting Webinar - March 13th](https://reader037.fdocuments.us/reader037/viewer/2022103111/54ba04e84a7959db198b45e4/html5/thumbnails/30.jpg)
® APTTUS 2014
#CLMsuccess
Creating the Right Templates
![Page 31: Apttus and Duff & Phelps - Legal Contracting Webinar - March 13th](https://reader037.fdocuments.us/reader037/viewer/2022103111/54ba04e84a7959db198b45e4/html5/thumbnails/31.jpg)
® APTTUS 2014
#CLMsuccess
Creating the Right Templates
![Page 32: Apttus and Duff & Phelps - Legal Contracting Webinar - March 13th](https://reader037.fdocuments.us/reader037/viewer/2022103111/54ba04e84a7959db198b45e4/html5/thumbnails/32.jpg)
® APTTUS 2014
#CLMsuccess
Creating the Right Templates
![Page 33: Apttus and Duff & Phelps - Legal Contracting Webinar - March 13th](https://reader037.fdocuments.us/reader037/viewer/2022103111/54ba04e84a7959db198b45e4/html5/thumbnails/33.jpg)
® APTTUS 2014
#CLMsuccess
Establishing a Clause Library
![Page 34: Apttus and Duff & Phelps - Legal Contracting Webinar - March 13th](https://reader037.fdocuments.us/reader037/viewer/2022103111/54ba04e84a7959db198b45e4/html5/thumbnails/34.jpg)
® APTTUS 2014
#CLMsuccess
Establishing a Clause Library
![Page 35: Apttus and Duff & Phelps - Legal Contracting Webinar - March 13th](https://reader037.fdocuments.us/reader037/viewer/2022103111/54ba04e84a7959db198b45e4/html5/thumbnails/35.jpg)
® APTTUS 2014
#CLMsuccess
Utilizing a Playbook
![Page 36: Apttus and Duff & Phelps - Legal Contracting Webinar - March 13th](https://reader037.fdocuments.us/reader037/viewer/2022103111/54ba04e84a7959db198b45e4/html5/thumbnails/36.jpg)
® APTTUS 2014
#CLMsuccess
Tracking & Reporting
![Page 37: Apttus and Duff & Phelps - Legal Contracting Webinar - March 13th](https://reader037.fdocuments.us/reader037/viewer/2022103111/54ba04e84a7959db198b45e4/html5/thumbnails/37.jpg)
® APTTUS 2014
#CLMsuccess
Tracking & Reporting
![Page 38: Apttus and Duff & Phelps - Legal Contracting Webinar - March 13th](https://reader037.fdocuments.us/reader037/viewer/2022103111/54ba04e84a7959db198b45e4/html5/thumbnails/38.jpg)
® APTTUS 2014
#CLMsuccess
Tracking & Reporting
![Page 39: Apttus and Duff & Phelps - Legal Contracting Webinar - March 13th](https://reader037.fdocuments.us/reader037/viewer/2022103111/54ba04e84a7959db198b45e4/html5/thumbnails/39.jpg)
® APTTUS 2013APTTUS Corporation | 1400 Fashion Island Blvd. Suite 200 San Mateo, CA 94404 | [email protected]
#CLMsuccess
Q&A
Jason SmithDirector, Legal Mgmt. Consulting
Duff & Phelps
Gary LochheadSenior Sales Engineer
Apttus