Ironclad

Do's & Don'ts

Do:

• Request a custom demo – pricing is tailored to your team.
• Start with one high-volume contract type like NDAs or sales agreements.
• Use Smart Import to bring legacy contracts into the repository.
• Connect Salesforce so sales can launch contracts without leaving the CRM.
• Use the Academy and Community for free training and best practices.
• Let AI handle routine contracts so legal reviews only the exceptions.

Don't:

• Don't expect a free plan or self-serve signup.
• Don't expect public pricing – every quote is custom.
• Don't skip implementation planning – setup takes weeks, not minutes.
• Don't buy it for a handful of contracts a year – it's built for volume.
• Don't assume all integrations are included – some are paid add-ons.

Key Use Cases:

• Legal ops: automate contract workflows and scale without hiring more staff.
• General counsel: get visibility into risk and obligations across all contracts.
• Sales: generate, negotiate, and sign contracts directly in Salesforce or HubSpot.
• Procurement: track supplier obligations, prevent value leakage, and cut costs.
• IT: deploy a secure, integrated CLM that connects to the existing tech stack.
• Enterprises: consolidate thousands of templates and manage global contracts.