Case Study
Exos Optimizes Contract Operations for High-Performance Organizations with LegalSifter
Challenges
- Contract ticketing and triage were slow, taking 20–30 minutes per request.
- Metadata extraction and validation were inconsistent, leading to incomplete contract data.
- Efforts to achieve clean contract metadata had been unsuccessful for 3 years.
- The legal team lacked a scalable solution that balanced efficiency with accuracy.
Approach
- LegalSifter Control automates and accelerates contract ticketing and triage, reducing manual effort and ensuring a seamless workflow.
- LegalSifter Organize solution provides AI-driven metadata extraction and validation, delivering consistently accurate contract data.
Results
- Automates time-intensive contract processes, reducing manual effort and costs.
- Ensures contract metadata is accurate and actionable.
- Gained a strategic partner that enhances both operational efficiency and team satisfaction.
Introduction
For nearly 30 years, Exos has focused on helping people perform at their best through a holistic approach to health and performance. The company works with corporate employees, elite athletes, military personnel, and others, applying evidence-based methods to training and development. With a team of approximately 3,000 professionals in over 380 facilities worldwide, Exos has built a strong reputation for its personalized and results-driven approach.
As Exos grew, managing contracts across multiple stakeholders became increasingly complex. The legal team faced slow, manual processes that diverted time from higher-priority work. To improve efficiency and accuracy in contract operations, Exos partnered with LegalSifter.
Exos' Business Challenge
Business expansion at Exos created contract management complexities. The legal team struggled with lengthy contract ticketing and triage processes, leading to bottlenecks that slowed down critical business functions. Additionally, extracting and validating metadata proved to be an ongoing challenge, preventing the team from maintaining clean and reliable contract data. Despite persistent efforts, Exos was unable to achieve fully accurate contract metadata, which slowed down operations and made decision-making harder.
The LegalSifter Solution
Exos implemented LegalSifter Control to automate and accelerate contract ticketing and triage, reducing manual effort and ensuring a seamless workflow. Additionally, the LegalSifter Organize solution provided AI-driven metadata extraction and validation, delivering consistently accurate contract data.
The Difference
With LegalSifter’s AI-powered solutions, Exos transformed its contract operations:
- Dramatic Time Savings: Contract ticketing and triage time decreased from 20–30 minutes per request to just 45 seconds.
- Clean, Accurate Data: Achieved 100% clean metadata on all revenue-generating contracts, a milestone they had failed to reach in 3 years.
- Operational Efficiency: Offloaded manual metadata validation tasks, freeing the legal team to focus on higher-value work.
- Career Advancement: The enhanced efficiency and effectiveness of the legal team contributed to internal recognition and career growth.
"LegalSifter has completely transformed how we manage our legal operations. With LegalSifter Control, our ticketing and triage process went from 20–30 minutes per request to just 45 seconds. It's made me love my job again—so much so, it even helped me get promoted! With LegalSifter Organize we were able to offload from our team our metadata extraction and validation, and finally achieved 100% clean metadata on all our revenue-generating contracts. We failed to achieve this on our own for 3 years prior to working with LegalSifter. The level of support and human interaction we receive from the LegalSifter team is unmatched. They truly feel like strategic partners, not just a software provider." - Gabe Saunders, Legal Operations Manager, Exos
By partnering with LegalSifter, Exos revolutionized its contract operations, achieving greater efficiency, cleaner data, and a more engaged legal team. Their success story underscores the power of AI-driven contract management in transforming legal operations and driving business growth.
See how LegalSifter can change the way you handle your contracts and agreements and make your team more efficient by scheduling a demo today.