Legal Leader


Professional Services


DocuSign CLM

DocuSign eSignature



Transformation & Implementation 

Customer's contract system suffered from slow manual processes and insufficient visibility

Sales teams lacked transparency with no metadata available on contracts

Contracts negotiated via email led to inefficiencies and risk of miscommunication

Contract creation process was labor-intensive and suffered from  bottlenecks

Uptima implemented DocuSign CLM, eSignature, and Salesforce to address the customer's challenges:

Introduced a Salesforce widget to provide transparency to the sales team

Streamlined the contract generation process

Defined essential metadata that needed to be collected for each contract

Implemented a legal queue within Salesforce for management ease

Browse More Uptima Case Studies

Everything To Revenue™

Accelerate your top line across every single customer touch point. Seamlessly.

Finally, a tech stack to monetize all touch points across all channels.

We approach products and pain-points with your entire business process in mind. Not just what your business looks like today, but also what you want your business to look like several years from now. With this approach, we build a solution that can— and will — grow with you.


Identify pivotal opportunities for growth

Explore Strategic Advisory


Drive data and efficiency with automation across the entire product-to-cash journey

Explore Salesforce Revenue Cloud