Why integrations are key to a fast in-house legal team

Delays, bottlenecks and inefficiencies ruin your legal team's reputation.

Whether you're looking for a CLM tool or AI point tool (or already got one/both), having the right integrations with your company's tech stack turns your legal team into business heroes, not blockers.

The market out there is crowded right now but the best legal tech solutions align AI and automation to the touch points where they can add the most value. All the while keeping your feelings, needs and pain points firmly centre stage.

Below you’ll find my guide on what you need to integrate with to massively boost your legal team's reputation. 👇

What is a Legal Disruptor? Told by Summize

in partnership with:

Achieve contract clarity for your whole company here.

Contract Lifecycle Management providers Summize, discuss what it means to be a Legal Disruptor, and how disruption is needed for the future of the in-house legal role.

Listen to their 10 minute podcast episode where they dive into the details below.

👉 Listen to the conversation here!

1️⃣ CRM

Integrating with the business’s CRM tool (e.g. Salesforce, HubSpot) means you can automate contract creation when deals hit specific pipeline stages. This can save 2-3 days per deal cycle of needless manual work for Legal, and empowers AEs to self-serve (and also to stay where they already work!). And stop chasing you. Fixing these pain points massively improves your relationship with your sales team.

2️⃣ Collaboration platforms

Whether you use Teams, Slack or humble email, with the right integrations, managing redlines is much faster and avoids end of quarter chaos. They also help avoid Legal seeming disorganised to business users, which impacts your reputation.

By integrating your legal tech solutions in the right place, you get instant comments, edits and approvals right where everyone already collaborates. Massively boosts your cross-functional collaboration street cred and eliminates those “just checking on this!” pings at ungodly hours.

3️⃣ ERP

ERP integrations (Oktale, NetSuite etc) ensure payment terms are synced in real-time, eliminating missed deadlines, payment penalties, disputes with customers/suppliers or worse: churn.

Bonus: procurement and finance teams benefit from automatic updates to payment terms and contract milestones, reducing manual errors by up to 40%. Finance can also increase financial forecasting accuracy by syncing contract terms with ERP systems in real time.

Imagine your legal team’s reputation if you were responsible for eliminating all that risk... risk that businesses ACTUALLY care about)!

4️⃣ E-signature 

Real-time notifications for pending signatures ensure no delays in execution so you can close deals MUCH faster, please sales colleagues by giving them visibility and save everyone a lot of stress!

Bonus: complete audit trails enhance compliance and reduce post-signature disputes too.

You’re invited! FREE WEBINAR

My final speaking engagement of 2025 is on 9 December and MY WORD, is it going to be a banger…

I’ll be joining a panel with CLM legends and industry heavyweights Lucy Bassli of InnoLaw Group and Akshay Verma, COO of SpotDraft.

We’ll chat through what contracting excellence will look like in 2026 and how you get there.

Tuesday, December 9

5pm GMT | 6pm CET | 9am PT | 12pm ET

👉 Register here

Come on down and ask us your questions live, we’d genuinely love that!

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Let’s connect! 💜

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