ABOUT THIS EPISODE
Watch on YouTube: HERE. In this episode of Contractually Speaking, Matt Patel sits down again with Devon Misterman from Epiq to tackle one of the most challenging — and often underestimated — parts of any CLM implementation: data migration.
Whether transitioning from a legacy CLM or starting fresh with thousands of contracts stored across systems and PDFs, migration is more than just moving files. It’s about structuring, extracting, and validating critical contract data so it becomes searchable, reportable, and actionable.
Matt and Devon break down why organizations should avoid trying to “boil the ocean” and instead take a phased approach — focusing first on high-value contract types and active agreements. The conversation also highlights the reality that, despite advances in AI, human oversight remains essential for ensuring accuracy, handling edge cases, and properly mapping contract relationships like amendments, SOWs, and master agreements.
From understanding your current data landscape to setting realistic expectations around time, cost, and effort, this episode offers a practical guide to getting migration right — and setting your CLM implementation up for long-term success.
🔑 Key Topics Covered
- Why data migration is the hardest part of CLM implementation
- The role of human validation alongside AI extraction
- Challenges with contract structure, hierarchy, and relationships
- Extracting key metadata (renewals, terms, clauses) for reporting
- Setting realistic expectations for cost, effort, and timelines
- Using migration as a way to understand past contracting practices
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