MoreYeahs built a multi-tenant, compliance-grade Contract Lifecycle Management platform on Dynamics 365 for a US legal technology company serving Fortune 500 clients.
The client is a US-based legal technology company building an enterprise Contract Lifecycle Management platform capable of supporting Fortune 500 clients across complex, multi-party contracting workflows.
The organization needed a scalable, compliance-grade solution covering the full contract lifecycle while meeting strict audit and multi-tenant deployment requirements, and engaged MoreYeahs to architect it on Dynamics 365.
Contracting workflows were highly complex, involving multiple parties, strict compliance obligations, and detailed audit trail requirements that needed to be met consistently across all client engagements.
Complex Multi-Party Workflows: Contracting involved multiple parties, strict compliance obligations, and detailed audit requirements across every engagement.
Manual Document Generation: Legal teams spent substantial time drafting and maintaining clause libraries across different contract types.
Multi-Tenant Requirements: The platform needed to support separate enterprise client deployments without architectural duplication or security crossover.
Strict Governance Standards: Auditability and role-based access across all contract data was non-negotiable for the Fortune 500 target market.
MoreYeahs implemented comprehensive contracting workflows covering the full contract lifecycle, from initial request and clause selection through negotiation, approval, digital execution, and renewal management.
Full Lifecycle Workflows: Contract requests, clause selection, negotiation, approval, execution, and renewal were managed end to end.
Automated Document Generation: Pre-approved clause libraries drove automated contract drafting, significantly reducing production time.
Multi-Tenant Architecture: Robust RBAC, audit trails, and compliance controls met the governance standards required by enterprise and Fortune 500 clients.
Automated Approvals & Renewals: Contracts progressed through their lifecycle automatically at routine stages while preserving human oversight at key decision points.
The program began with an architecture review to establish the multi-tenant data isolation model required to support multiple enterprise clients within a single platform deployment.
Architecture Review: A multi-tenant data isolation model was established before build began.
Custom Entity Design: Dynamics 365 entities modeled contracts, clauses, parties, obligations, and approvals within Dataverse.
Document Generation Workflows: Workflow automation integrated with the clause library enabled parameterized contract production from approved templates.
Independent RBAC Testing: Tenant data isolation, access controls, and audit logging were independently tested against compliance standards.
The solution followed a consistent four-layer reference architecture: user experiences (web/mobile), Dynamics 365 and Power Platform, Dataverse with business rules, and an integration layer covering APIs, ERP connectivity, and identity management.
Contract negotiation, approval, and renewal processes were streamlined for enterprise clients, reducing the time and effort required to take contracts from request to execution.
Streamlined Contracting: Negotiation, approval, and renewal processes reduced the time and effort from request to execution.
Stronger Governance: Role-based security and comprehensive auditability gave compliance teams full visibility into every action taken on every contract.
Enterprise-Ready Scale: The multi-tenant architecture supported onboarding Fortune 500 clients without compromising performance or compliance.
The organization now has a CLM platform positioned for growth in the enterprise legal technology market.
Positioned for Growth: The platform is positioned to support further growth in the enterprise legal technology market.
Extensible Permission Model: A flexible RBAC foundation avoids costly rework as new clients onboard with their own role structures.
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