Pebble Beach Company operates world-famous golf resorts, but their legal team was struggling with a contract management system that made finding agreements nearly impossible. Even contracts the team had personally uploaded would disappear from search results, and the manual approval process relied on physical stamps and email chains that could take days to complete.

The company implemented IntelAgree’s centralized platform to organize decades of scattered agreements into a single, searchable repository. IntelAgree’s team migrated hundreds of contracts while Pebble Beach created standardized templates for recurring agreements. The new system eliminated manual bottlenecks and introduced electronic workflows that transformed how the legal team operates.

Key Results:

• 9-minute execution: Contract went from approval to full execution with three signatures (2:01 p.m. to 2:10 p.m.)
• Instant searchability: Decades of agreements now accessible in a single, organized repository
• Proactive management: Monthly docket meetings to review contracts expiring in 90-180 days
• Streamlined workflows: Teams submit complete information upfront, eliminating back-and-forth
• Electronic processes: Eliminated physical stamps and document scanning

“I recently went from an approved agreement to fully executed in nine minutes. I watched three people sign it during that time — it started at 2:01 p.m. and was done by 2:10 p.m. That’s pretty incredible,” said Evan Allen, In-House Counsel at Pebble Beach.

Read the complete Pebble Beach case study here to learn more about their contract management transformation with IntelAgree.

Sponsors from all over the world are coming to RLLB to showcase the latest technology available to make legal teams more effective, efficient, and impactful.  Artificial Intelligence is the buzz word that they will all be talking about. But the risk around AI use in the legal profession is well publicized, and many teams are hesitant to permit policies allowing AI in the business, much less in the legal department.

There will be great information on setting responsible AI frameworks, evaluating AI policies, and the need for technical, administrative, and organizational controls to mitigate the risk of AI adopting within clients. But what about the legal teams? How do legal teams analyze AI-based legal technology to determine if those offerings meet the demands that are in place for the IT and operations teams? V4 Final is firmly committed to getting Legal teams all the information you need – in non-technical language – to evaluate AI.

We all know that Legal is more than just a trusted advisor and business partner; they are also a role model. Compliance with responsible AI requirements are no exception. Armed with the right knowledge and a growth mindset, the Legal team can not only adopt innovative technology, but role model responsible AI to the entire organization.  Find out more at V4 Final.

In the two previous posts, we explored the reasons collecting and preserving linked documents are such a discovery headache as well as best practices for both requesting parties and producing parties in addressing them.

Now, we turn to the practical matter of how to handle these documents once they enter the eDiscovery pipeline: particularly when processing Microsoft 365 linked documents for loading into Relativity. In our experience so far, 80 to 90 percent of the linked documents we’ve seen have come from M365 and Google Workspace – with probably 20 percent of that from Google Workspace (as discussed in our post last year).

Click to read on.

UnitedLex’s Unique Partner Law Firm Program

UnitedLex has been named a finalist for the American Lawyer Industry Awards in the Best Provider Collaboration category with long-time client Polsinelli. UnitedLex and Polsinelli are being honored for their unique Partner Law Firm Program, which has allowed them to work with a medical device company to transform its previously fragmented patent application process into a seamless approach with predictable budgeting and exemplary results.

Click to learn more.

Most contract platforms focus on what their AI can do, not how people can work with it. They provide sophisticated analysis capabilities and advanced automation, but your team can’t access that power because the interface feels intimidating and unpredictable.

As Gartner® predicts in a recent report, “by 2028, more than half of buyers of GenAI-enabled enterprise software will cite ease of user experience as a primary reason for software provider selection.”

The report identifies three essential elements for building user trust in AI assistants: starting context, guided suggestions, and explainers. When users understand what the AI is doing and why it’s making specific recommendations, they become confident collaborators rather than hesitant observers.

We believe our contract copilot, Saige Assist — which was cited in the report — demonstrates this approach, offering conversational interfaces that cut through complex legal language while providing tailored recommendations that align with each company’s unique playbooks.

In this exclusive interview with Marisa Flit, Senior Product Designer at IntelAgree, we discuss how our design approach addresses the real challenges legal teams face — from cognitive overload caused by cramming too much information on single pages, to building trust through consistent, predictable AI interactions that never feel like black boxes.

Read the full article here, where you can download the Gartner report to learn more about building trust in AI assistants through UX.