Lexion

Sales rep triggers a contract request directly from Salesforce.

Lexion AI checks if the document uses standard company templates.

The system auto-approves standard documents and routes deviations to legal.

The signed document is automatically filed and synced back to the CRM.

Bulk upload the target company's contracts into Lexion.

Run the AI extraction for 'Change of Control' and 'Assignment' clauses.

Export a summary report identifying high-risk contracts.

Assess total liability and renewal obligations within hours instead of weeks.

Create a custom metadata field for 'Data Processing Agreement' status.

AI scans the repository to identify vendors without signed DPAs.

System generates a bulk outreach task for the legal team.

Updates the dashboard in real-time as vendors sign new terms.

Lexion extracts 'Notice Period' and 'Expiration Date' from all SaaS contracts.

System sends a Slack alert to the IT Manager 90 days before the deadline.

The task is assigned to procurement to negotiate new terms.

Contract status is updated to 'Terminated' or 'Renewed' in the repository.

HR emails the 'Legal Intake' address with a question about an offer letter.

Lexion creates a ticket and links it to the employee's existing file.

Legal responds using a pre-approved template stored in Lexion.

Resolution time is tracked to optimize legal team headcount.

Filter the repository by contract type and date range.

Use AI search to confirm the presence of 'SOC2 Compliance' language.

Generate a PDF audit trail of all matching documents.

Share a read-only view of the filtered results with the external auditor.

Legal counsel opens Microsoft Word.

Launches the Lexion Sidebar to browse the approved Clause Library.

Inserts the standard 'Limitation of Liability' clause with one click.

Syncs the draft back to Lexion for version-controlled internal review.