For enterprise software companies—especially the ones that have grown through decades of M&A—contracts have become a patchwork of legacy files, systems, and terms—no one can fully reconcile. As a result, Legal, Sales, Deal Desk, Finance, and Operations struggle to piece together their valuable customer relationships.

When a prospective client reaches out, timing matters. Most firms think their intake process is good enough until they see where the delays, manual follow-ups, and missed steps actually impact the bottom line. This scorecard gives you a clear, quick way to evaluate your intake process and pinpoint where revenue may be slipping through the cracks.

See how Flagstar Bank moved away from a time-consuming, paper-based D&O questionnaire process to automate reminders, reduce administrative work, and improve collaboration and compliance.