If your agreement process still depends on emails, shared drives, and manual tracking, you’re not just wasting time—you’re probably missing revenue.

Deloitte’s Mark Ross called it a “perfect storm” for agreement management: regulatory pressure, expanding legal teams, and outdated workflows have made agreements a growing source of risk and drag.

But the upside? AI is finally good enough to help fix it. And you don’t need a massive overhaul to get started.

Here are five things you can do this quarter to make your agreement process smarter, faster, and more valuable—based directly on what Mark Ross, principal at Deloitte, and Shanthi Iyer, Docusign EVP and chief information officer, shared in a recent webinar. 

✅ What you can do this quarter

1. Use AI-assisted review to draft faster and cut redlining delays: Seventy percent of contract friction happens before signature. Docusign’s AI Assisted Review helps legal teams draft clauses, suggest compliant language, and manage templates so less time is spent in back-and-forth edits.

2. Surface key contract terms before they become problems: AI-driven Obligation Management lets teams proactively track terms like renewal windows, payment conditions, and discount levels. That means fewer missed deadlines, disputes, or unclaimed benefits.

3. Centralize contract data so teams can actually find what they need: If agreements are buried in inboxes or folders, they’re slowing you down. Moving them into a searchable CLM system gives legal, sales, and finance visibility into what’s been signed and what needs attention, improving version control across teams.

4. Cross-check agreement data with ERP or CRM insights: AI lets you compare CRM and ERP data with contract terms to identify missed bonus payments, pricing escalators, and early payment benefits. If you’re not cross-referencing this info yet, you’re leaving money on the table. 

5. Choose one real pain point and apply AI there—don’t overbuild: Whether it’s version control, renewal tracking, or legal review bottlenecks, start small. The most successful teams apply AI to a specific, high-friction workflow and expand once it’s working. 

💬 Community chat: Drop your thoughts on these questions in the comments section👇 

• What questions do you have about implementing any of these approaches at your organization? 

• How are you leveraging AI in your agreement process? What’s working (or not)?

• Do you need advice for your use case for how to start integrating AI into your agreement workflow?