Ask us anything! - Product x Business - 11.09.2025

Attendees:

• Jean-Baptiste Esbelin

• Anne Cathrine Linchausen

• Jack Sheekey

• Ludwig Wolter

• Violeta Gonzalez

• Mohamed Mahmoud

• Giacomo Noya

• Patrick Christensen

• Gabriel Altiparmak

• Rajaa Soufiane

• Aurelien Terraza

1. CLM (Contract Lifecycle Management) Discussions

Task Management

• Current system lacks a dedicated task management feature.

• Alarms act as a limited substitute.

• Clients (e.g., in Bahrain) requested basic task tracking (assignment, reassignment, comments).

• Suggestion: Explore Ascent tool for full task management.

• Hosting constraints noted (Saudi Arabia strict requirements).

Document Handling & Formats

• Uploads (Word, PDF) convert into PDFs within CLM.

• Redlining in PDFs not supported directly.

• Workaround: Open PDFs in Word, convert, then re-upload.

• Business users can upload documents and trigger workflows manually or via API.

Workflow Automation & API

• API can auto-launch workflows.

• Existing use case with another client mentioned (name pending follow-up).

• Anne to share API documentation with the prospect.

Validation & Reporting

• Limited functionality: workflows allow “accept/reject” with single comments.

• No detailed reporting on reasons for rejection.

• Suggestion: direct negotiation workflow better for section-specific comments.

Hosting Location & Migration

• Possible to migrate hosting regions (e.g., France → Saudi Arabia).

• Technical process = duplicating environment.

• Costly and not encouraged unless absolutely required.

• Impacts integration and SSO due to URL changes.

• Recommendation: decide hosting at project start to avoid complications.

2. Technical & Product Updates

• Add-in for Mick: Ongoing technical issues. Team working to fix urgently.

3. Entity Management & Companies House Integration

• Client RFP: Low Debenture Group seeks entity management with UK Companies House integration.

• Competitors: Diligent (alleged integration), Athenian (confirmed).

• Integration is critical for UK and US sales.

• Companies House API is public; integration would be purely technical.

• Management may assign Giacomo or others to lead exploration.

• Anne to leverage contacts at Diligent to validate extent of their integration.

4. RFP Preparation for Qatar Prospect

• Qatari prospect requires RFP submission for CLM.

• Anne to prepare draft questions tailored to highlight Dillitrust strengths.

• No existing template located; may need to draft from scratch.

• Ludwig offered support if needed.

5. Board Portal Notifications

• Client (NGSP) requested in-platform notifications (emails) not tied to documents/meetings.

• Use case: tender process with multiple companies/services.

• Improvement request to be logged formally.

• To be considered in roadmap (likely post-2025).

• NGSP considered highly strategic client; input prioritized.

6. Action Items

• Anne:

  • Share API documentation with Bahrain prospect.

  • Prepare RFP questions for Qatari prospect.

  • Contact ex-Diligent colleagues about Companies House integration.

• Mohamed:

  • Share Companies House API documentation (done).

  • Follow up with example client using workflow API.

• Rajaa:

  • Log improvement request for Board Portal notifications.

• Ludwig:

  • Support Anne in preparing Qatari RFP if needed.

  • Follow-up on Mick add-in resolution.

• All:

  • Stay aware of potential Companies House integration requirement.