Ask us anything! - Product x Business - 26.06.2025

1. ? Add-In Access Across Different CLM Servers

• Issue: Add-in fails to connect when switching from EU servers to Moroccan production.

• Clarification: Add-in is not geographically zoned and should function regardless of the tenant location.

• Resolution Path: Mohamed to investigate internally and loop in Customer Care and Support teams for troubleshooting.

2. ? Document Storage for Multiple Entities

• Concern Raised by: Gabriel Altiparmak

• Use Case: Avoid duplication of documents across entities; improve search functionality using historic entity names.

• Response (Aurelien):

  • Entity folders can be reused, but only one per entity.

  • No native support to relate a document to multiple entities.

  • Workaround: Use custom document fields to associate across entities.

  • Historic search functionality exists but may need bug validation.

3. ? Migration to Entities Platform

• Status: No known migrations completed yet.

• Next Steps: Follow up with Adnan or Gregoire for updates on potential or ongoing migration.

4. ? IP Restrictions by Country

• Request from Clients: Restrict platform access by country instead of IP range.

• Discussion:

  • Current solution supports IP restriction.

  • Country-based restrictions are not natively supported; typically handled via VPNs and company-side configurations.

  • Encouraged clients to manage access through internal IT policies.

5. ? Documentation Support in Matter Management

• Request: Ability to manage and view documents in the same way as in Entities.

• Response:

  • Storage supported, but no viewer currently integrated.

  • Viewer feature is planned but not prioritized for 2025.

  • Feedback encouraged if it's a deal blocker to adjust roadmap priorities.

6. ? Shared Documents Across Multiple Matters

• Discussion: Interest in reusing documents across multiple matters.

• Current Limitation: Each document upload is tied to a single matter; no shared reference mechanism exists.

• Future Outlook: Related Matters feature may provide a framework for smarter document associations (targeted for Q4).

7. ?️ DiliSign Feature Status

• Raised by: Marin Guillaume

• Concern: Missing from current roadmap despite being a key sales point.

• Response (Ludwig):

  • Postponed from Q2 to Q3 due to technical delays.

  • Target release: October 2025.

  • Marin to follow up directly as feature is a requirement in ongoing deals.

8. ? Feature Request Process

• Clarified By: Ludwig

• Action: Sales team members should email or use Teams to submit feature requests for internal ticket creation.

9. ? Integration with Oracle & SharePoint

• Oracle Integration:

  • Via API & Webhooks – document validation statuses can be pushed/pulled to ERP systems.

  • Webhook setup allows notification of stage changes for contracts.

• SharePoint Integration:

  • Bidirectional API support exists.

  • No webhook support on Entities module—batch processes recommended.

  • Use case discussion emphasized understanding the real client needs (e.g., user access policies, backup, metadata-only access).

10. ? AI & Roadmap Updates

• AI Enhancements: Plans to introduce natural language querying for legal data (e.g., mandate holders, company address).

• Sanofi Upgrade: Migrating to the new Entities module; sales contact is David Kraemer.

• Q3 Roadmap: Updates to be shared mid-July; long-term vision document being validated for broader sales use.

11. ☕ Closing Remarks

• Next Steps:

  • Q3 Roadmap finalization underway.

  • Long-term roadmap document under review.

  • Meeting concluded with encouragement for coffee and informal follow-ups.