We are looking for someone special to join the Merlin team as Director of Marketing. You will possess a rare combination of traits including creativity, initiative, humor, original thinking backed by a broad marcom skill set, mixed with a can-do-attitude that won’t let obstacles get in your way. And, you need to be excited about the opportunity to build a relatively new company’s marketing department (with technology ready to hit the market) from scratch.

You are passionate about your work and eager to help tell a big story about a cloud technology startup filled with experienced industry leaders who intend to change the world of document search the way Pandora revolutionized finding great music.

Click for more information.


CobbleStone Software supports online document editing.

Simply put, document editing and document collaboration can be a nightmare – especially as they apply to contract management.  Manual and outdated document editing methods often require lots of moving parts – including various emailed communications about numerous document edits, frantic scrambling for relevant clauses, and convoluted procedures for document version tracking.  These processes can easily lead to lost document edits, erroneous clause language, and scattered and misplaced versions.  As a result, your organization could unfortunately experience missed contract tasks, delayed contract authoring and contract negotiations, and deleteriously incorrect contract clause language – which could jeopardize your organization’s legal standing, reputation, and financial standing.  Leave these damaging and antiquated document editing methods in the past in favor of user-friendly online document editing with CobbleStone Software.

The Best Way to Share and Edit Documents Online

The best way to share and edit documents online is with an online document editing platform that centralizes the creation, importation, and editing of documents on one convenient system.  Leading online document editing tools can also allow you to manage documents in both MS Word and PDF formats for greater versatility and flexibility during the process.

Seamless, Low-Friction Online Document Editing

Your organization can leverage CobbleStone® for more seamless online document editing, version control, and collaboration.  CobbleStone’s leading source-to-contract management software suite – CobbleStone Contract Insight® – provides centralized and low-friction document management.

With CobbleStone Contract Insight, you can:

  • create new documents straight from a user-friendly CobbleStone record information page.
  • import new documents straight into a CobbleStone record information page.
  • seamlessly edit existing documents straight from a CobbleStone record information page with essentially no friction.

As has been alluded to above, you are afforded the ability to “drag and drop” files and attachments – including MS Word and PDF documents – into the “Drop Files Here” section pictured below in the CobbleStone Files/Attachments area.  You have the option to create new web documents in this area as well (also shown below).

CobbleStone Software Filedrop for online document editing.

To create a new online document for a given CobbleStone record, you simply need to select the “Add Web Document” button shown above.  You then encounter a document editing page similar to other, familiar word processing functionality.  You can then choose between a .docx (default) or PDF format (the latter of which can be configured as allowed or disallowed by system administrators) for your document and name it.

CobbleStone Software lets you edit a document online.

While editing a document, you can easily include clauses from your organization’s pre-approved clause library in the area highlighted below.

CobbleStone Software online document editing platform allows for clause management.

Once you select the Add Clause button, a drop-down menu appears for you to insert pre-approved clauses into your document.  This same functionality applies to imported documents as well – streamlining and diversifying your document collaboration processes.

CobbleStone Software add document from pre-approved clause library.

Once you save your document, the file can automatically be attached to the CobbleStone record information page.  Subsequent edits and saves to the document can be attached as new versions – enhancing version tracking and audit trail management for future-minded document collaboration!

Online Document Editing Tools & More With CobbleStone Software!

If you are impressed with the online document editing tools mentioned above, you will be thrilled to know that CobbleStone Software offers so much more than online document management alone.

CobbleStone Contract Insight offers user-friendly contract management software tools that can help your organization efficiently centralize and secure contracts, easily collaborate, manage compliance, track costs, receive alerts and notifications, push CLM processes into the future with VISDOM® AI and machine learning, electronically sign with IntelliSign® electronic signature software, boost productivity, and cut costs.

CobbleStone’s long-acclaimed and seamlessly integrated contract management, vendor management, eProcurement, and eSourcing software solution has been trusted for over 20 years by organizations from around the world looking to automate contracts.  Get started today by booking your free contract management software demo.

To stay up to date on best practices, industry news, and CobbleStone Software updates, be sure to subscribe to our blog and YouTube Channel.

Download Mastering Contract Management Whitepaper by CobbleStone


Latin American powerhouse embraces powerful cloud-based knowledge work platform for its 500 legal professionals, to enable a modern work experience while lessening IT burden

CHICAGO – February 28, 2022 – iManage, the company dedicated to Making Knowledge WorkTM, today announced that Carey — ranked by Chambers and Partners as the Chilean law firm of the year eight separate times, including in 2021 — has selected iManage Cloud as the comprehensive platform for document and email management and secure collaboration across the organization. As an iManage customer for almost two decades, Carey saw the move to iManage Cloud as a way to reduce the complexity of managing IT in-house alongside modernizing its user experience by leveraging iManage Work 10.

“It’s been clear for a while that cloud is the future,” said Jaime Carey, Managing Partner of Carey. “Moving from an on-premises deployment of iManage Work to iManage Cloud is a strategic choice by our firm to deliver a modern user experience and to keep pace with the innovation of the foremost firms across the world.”

Carey is working with iManage partner, Tecnolex, on the move to iManage Cloud, which will require migrating 11 terabytes of data and nearly 30 million documents and emails. An ISO27001-certified company, Tecnolex is an experienced iManage partner, skilled in migrating large amounts of confidential data. Tecnolex’s strategic insight, technology expertise, and practical experience forms a critical component of Carey’s technology planning and execution.

The deployment is currently scheduled to go live in March 2022, giving Carey’s 500 legal professionals – including 270 lawyers – the ability to be productive from anywhere, on any device, while ensuring that their IT environment is always up to date and incorporates all available best practices and security protections.

“Choosing iManage Cloud, rather than trying to build and maintain a cloud on-premises, just makes sense for any law firm, even those with only 10 or 20 users,” said Sebastian Carey, CEO of Tecnolex. “While iManage is handling the cloud, the IT department can focus their time and energy on the legal workflows that matter to Carey’s legal professionals and help drive better business outcomes.”

Staying at the forefront in all areas

iManage Cloud will provide the firm with a competitive advantage in several important respects, including interactions with clients.

“Work 10 provides the productivity, collaboration, and integration capabilities to make our lawyers’ lives easier in their day-to-day work and interactions with their clients,” said Jaime Carey. “We serve clients all over the world, and the General Counsels we interact with are very familiar with iManage. They understand the value that iManage delivers, and they appreciate working with a law firm who also understands the benefits it brings.”

Additionally, Carey feels that having the latest technology and being on a modern knowledge work platform will be important for attracting and retaining talent within the law firm.

“Ongoing training and development of our professionals is important to our firm,” said Jaime Carey. “When we send our associates to participate in foreign associate programs at the major law firms in New York and in London, our goal is to ensure they are either equal to or more advanced than the associates in those firms from a technological perspective. Moving to iManage Cloud ensures our professionals are staying on the cutting edge.”

“Having Chile’s largest full-service law select iManage Cloud is a clear testament to the value long-time customers see in changing the way they deliver a comprehensive knowledge work platform to their professionals,” said Neil Araujo, iManage CEO. “By making the move to iManage Cloud, Carey is enabling the firm to work smarter, more productively, and more securely while gaining greater IT agility. The importance of these benefits cannot be overstated in an increasingly competitive legal environment.”

Follow iManage via:

LinkedIn: https://www.linkedin.com/company/imanage

Twitter: https://twitter.com/imanageinc

Blog: https://imanage.com/blog/

About iManage

iManage is the company dedicated to Making Knowledge Work™. Its intelligent, cloud-enabled, secure knowledge work platform enables organizations to uncover and activate the knowledge that exists inside their business content and communications. Advanced Artificial Intelligence and powerful document and email management create connections across data, systems, and people while leveraging the context of organizational content to fuel deep insights, informed business decisions, and collaboration. Underpinned by best-of-breed security and sophisticated workflows and governance approaches, iManage has earned its place as the industry standard by continually innovating to solve complex professional challenges and enabling better business outcomes for over one million professionals across 65+ countries. Visit www.imanage.com/ to learn more.

 Click for press release.


Click for Press Release.


Learn how in-house legal teams are using no-code legal automation like Josef in the white paper No-Code For In-House. Former Head of Legal Operations at Facebook, Brian Hupp believes, “One of the highest value-add actions legal departments can and should take today is to implement a scalable, flexible, no-code workflow management solution.”

A Better Way to Find Information

Merlin Integrated Search is a revolutionary new software platform for search, investigations and document

discovery. It’s the first ever Search 2.0 platform, offering keyword and algorithmic search in a single

integrated system.

The Merlin IS platform covers the heart of the search and review lifecycle—from processing and loading

through search, analytics, review and production. Delivered via secure public cloud, it offers speed,

scalability, utility pricing and the option to host your data securely anywhere in the world. Add to that the

most intuitive user interface on the market and, well, you get the idea.

Find what you need—quickly and easily—without having to master complex keyword search syntax.

Introducing Sherlock 

Sherlock is the world’s first AI-powered digital bloodhound and a key

part of our Search 2.0 platform. In milliseconds, Sherlock analyzes

the documents you’ve seen and then finds other relevant ones to

further your investigation. You have to see it to believe it.

Sherlock eliminates the need to craft complicated keyword searches.

Instead, it uses a smart algorithm to fetch relevant documents faster,

more easily, and at lower cost than traditional keyword search.

Just click “Thumbs Up” or “Thumbs Down” and Sherlock will do the

rest, quickly and effectively bringing you relevant documents.

Sherlock works like Pandora Internet Radio, only it finds great

documents rather than great music.

Click for brochure.


Click for Press Release.


iManage, the company dedicated to Making Knowledge WorkTM, announced a global strategic partnership with Microsoft that will harness cloud technology with the industry’s premier document and email management platform to innovate, develop new solutions, and deliver better business outcomes for customers. The two companies bring together expertise and advanced technologies to enable organizations to improve productivity, enhance connectivity and collaboration, all the while benefitting from institutional knowledge to gain competitive advantage.

“This is a significant partnership that should deliver real value and confidence to our firm and our clients as we continue our own digital transformation,” commented Lawrence Baxter, Chief Technology Officer, Shearman and Sterling LLP. “It’s not just the operational benefits that excite me, the impact this will have on our users, delivering a seamless modern work experience, with the utmost security, is game changing.”

“The deep integration of Microsoft 365 and iManage Work 10 is important to the firm. Shearman’s goal, consistent with our security, risk and compliance policy, is to integrate Microsoft Information Protection with iManage.” Commented Jeff Saper, Global Director, Enterprise Architecture & Delivery Services, Shearman & Sterling LLP.

THE iMANAGE AND MICROSOFT STRATEGIC PARTNERSHIP WILL BENEFIT CUSTOMERS IN FOUR KEY AREAS:

  • Better together digital transformation to improve customers’ organizational performance and agility, enabling them to scale globally as business requirements dictate.
  • Tapping into the rich Microsoft Azure services to deliver new functionality, the strategic partnership will enable new ways to fully manage global projects, surface organizational expertise, and coordinate knowledge work among distributed teams, all the while using a highly secure, resilient, and performant network.
    • Better together for collaborative work, enhanced user experience and new, more efficient ways of Making Knowledge Work.

    With early adoption to the latest Microsoft innovations, iManage will build on existing integrations to meet the user where they are, delivering new, frictionless experiences that enhance productivity and support anytime, anywhere work while maintaining the world-leading security and governance the market demands.

    • Better together data security creating the safest place to work.

    Combining Azure native cloud security with iManage’ s capabilities in policy-based security and the ability to manage, govern, and audit content and all actions around it, customers will have confidence that their organization is secure; – protection extends to content in Microsoft products like Microsoft Teams and SharePoint, critical to the way users work. iManage’s security is comprehensive, pervasive, and unobtrusive, ensuring no user action is required to enjoy the highest levels of protection.

    • Better together product innovation extending value to customers

    Combining the power of iManage and Microsoft, the companies will work in close alignment on product roadmaps and go-to-market activities to benefit from the companies’ respective expertise and capabilities and also provide iManage early adoption to new Microsoft features, accelerating iManage’s delivery of key innovations to customers. Customers will also have access to the latest communities, briefings and events and an ever-growing partner ecosystem.

Click for Press Release.


CobbleStone Software offers robust, AI-based contract management software.

Artificial intelligence (AI) is already sharpening professional methods across a variety of industries.  However, advancements in AI can be particularly advantageous as they apply to contract management software systems – if contract intelligence engines built upon a foundation of machine learning are fed a nutritious diet of relevant contract data.

How AI is Changing Contract Management

Cast aside apocalyptic visions of malevolent androids.  Artificial intelligence in contract management is designed to enable contract professionals to focus on strategizing and making informed decisions with an enhanced understanding of contract risk and the positive and negative relationships between data, contract language, and contract processes.

Do not worry; contract AI cannot replace contract management professionals; instead, it is designed to streamline data insertion, data extraction, data protection measures, and risk identification tasks with automated data entry and risk assessment mapping.  AI-powered contract management software transforms static contract documents and contract data into dynamic building blocks that contract management professionals need for improved contract oversight, proactive opportunity identification, and risk mitigation.

Artificial Intelligence and Agreement Data

Contract management artificial intelligence users can select specific data points and configure rules based on contract types.  This intelligent contract management software functionality is helpful because data is consolidated and easily digestible, allowing users to set rules regarding locations, dates, monetary values, personally identifiable information (PII), payment card information (PCI), and other subsets of key data for a given contract.  Once configured, these processes are automated by contract intelligence – reducing the time wasted on tedious data import analysis so more time can be spent making data-driven decisions.

AI for Term, Clause, and Contract Data Extraction

AI-powered contract management software is a key player in data extraction functionality.  Data extraction tools can also be beneficial to organizations that manage legacy contracts.  If an organization has legacy agreements that need importing into contract management software but does not have a structured data spreadsheet with which to perform a bulk data import, said bulk data can be systematically extracted so that users do not have to manually key in individual fields.  Consequently, contract clauses, contract terms, and contract data input are streamlined – providing the visibility and ease-of-use necessary to search, report, compare, and classify contracts and legal risks.

Contract Artificial Intelligence Streamlines Contract Workflows

In the interest of minimizing wasted time and money resulting from inefficient contract workflows, contract administrators should take note of the time frame in which individual tasks are completed, as well as which tasks are causing delays and prolonging cycle times.  Reliable, AI-powered contract management software provides intelligent workflow automation that supports task performance monitoring.  Contract managers can identify the number of days it took employees to complete assigned tasks, promoting accountability.  From there, tasks can be quickly escalated to increase timeliness and keep the contract lifecycle moving.

In addition to ensuring task deadlines are met, contract management professionals armed with contract AI can easily keeps tabs on the number of days a given contract is sitting in each status or stage of the contract lifecycle.  Visibility can drastically increase with easy-to-understand visual representations of workflow analytics and reports.  Consequently, bottlenecks in the workflow process can be easily identified so inefficient contract lifecycle management practices can be eliminated.

With newfound insight into why their contracts are being delayed, contract managers can reassign roles, rotate task assignments, or escalate tasks –  evolving their contract lifecycle management practices accordingly.

More Accountability with AI-Based Contract Management

Proper risk management is crucial in successful contract management.  AI-powered contract management software makes risk analysis, risk assessment, and risk mitigation easy and efficient.  Contract Management AI encourages robust risk mitigation by allowing users to fully leverage the features and functionality made available to them by their contract management software (such as tracking of counterparties, workflows, employees, tasks, records, etc.).

A risk score can be provided to users based on their usage of available tools.  This feature holds contract management professionals accountable for how fastidiously they utilize tools to prevent risk.

For example, if Sally’s organization’s intelligent contract management software reveals to her that it is not putting enough time into tracking approval status, then the organization adjusts how it tracks approvals accordingly so that it is allocating the necessary effort to mitigate risks associated with counterparty activity.  When contract management AI solutions establish checks and balances, risk mitigation practices are improved, and risk is reduced – streamlining the risk prevention process and minimizing losses.

Contract Management and Risk Assessment

Contract management AI can provide further insight into contract risk with risk rating and mapping features.  Contract risk profile ratings allow contract managers to visualize risk variables.  Based on the tracking of risk, an AI-powered contract management software can provide a risk assessment matrix.

Not only can users see risk probability patterns for events within contracts, but they can also see the exposure that results from those contract risks.  Insight into possible detrimental consequences of an event with potential risk can help contract managers decide how to proceed with a given contract.  Visualizing the results of an action associated with risk inherently reduces risk and allows contract managers to move forward with risk management decisions quicker and more efficiently.

Artificial Intelligence in Contract Lifecycle Management

Contract management professionals need to make sure they are powered with the tools above so that they can prepare for better contract visibility and reduced risk.  As such they should leverage the only solution on the market that offers all of these tools and more: CobbleStone®.

CobbleStone Contract Insight® is an advanced contract lifecycle management software backed by artificial intelligence that allows contract managers to manage, track, and draft contracts faster, and automate and streamline the entire contract lifecycle with flexible features such as contract authoring, workflow, version tracking, and so much more.

Discover why thousands of contract managers trust CobbleStone Software with their contract management needs.  To learn more about CobbleStone’s unparalleled contract management software, book a free demo with a Contract Insight expert today!

To stay up to date on best practices, industry news, and CobbleStone Software updates, be sure to subscribe to our blog and YouTube Channel.