Legal Operations Consulting Experimentation

Launching the Future of CLM Readiness – The Launchpad Beta Program

Addressing a Market Gap in Legal Operations

Kindworks LLC led the development and launch of a new consulting service with a preeminent CLM consultancy. The initiative, Launchpad Professional, was designed for small and mid-sized legal departments looking to either adopt a new Contract Lifecycle Management (CLM) system or optimize their existing one.

💡 The Problem: Many small legal teams lack the resources, expertise, or frameworks to assess their CLM readiness.

✅ The Solution: A structured, budget-friendly consulting service that provides a readiness assessment, personalized recommendations, and AI-driven insights.

We developed a Beta program to validate our approach, engaging six legal departments across industries including finance, insurance, and technology​.

Building the Foundation: Strategy & Execution

To successfully design and deploy Launchpad Beta, we drove multiple key initiatives:

🔹 Stakeholder Engagement

• Collaborated with Marketing, IT, Finance, and Operations to define scope and execution.

• Created a structured customer journey, ensuring seamless onboarding and engagement.

🔹 Defining the Process & Customer Experience

• Refined a custom intake questionnaire to assess CLM maturity.

• Pivoted the approach from a "Buy Now" model to a consultation-first engagement strategy based on client feedback.

🔹 Beta Program Implementation

• Designed and launched assessment reports tailored to each Beta client.

• Introduced AI Advisor, a chatbot powered by OpenAI to support contract management inquiries.

• Designed pilot coaching sessions, refining content based on real-world customer insights.

Beta Program Results: What We Learned

The Beta program exceeded expectations, proving the market demand for a structured CLM readiness service:

📌 Exceeded our target of 2-5 Beta clients – 6 companies participated.📌 Improved customer experience – Implemented 29+ enhancements based on feedback.📌 Benchmarked & Delivered 100% of assessment reports – Baseline of 25 hours per report, with a goal to reduce to under 5 hours in future iterations​.📌 Early customer feedback was positive, but customers required budget approvals before moving forward with a paid version.

Conclusion: A Strong Proof of Concept

🚀 Program Beta validated the need for a structured, cost-effective CLM readiness solution.📊 The insights gained are shaping future iterations, ensuring stronger market alignment.💼 This initiative showcased our ability to drive AI-enabled consulting services, blending business strategy, legal tech, and process optimization.

What’s next? Scaling the program and bringing AI-driven efficiency to even more legal teams. Stay tuned!

Would love to hear thoughts from fellow legal ops professionals, AI strategists, and tech consultants—what innovations are you seeing in legal automation and contract management? Let’s discuss!

#LegalTech #AIinLegal #ContractManagement #ProductInnovation