Blog & Case Studies

Unifying legal operations after a multi-billion-dollar tech merger

Key Results
2 Legal DepartmentsProductivity IncreaseEnablement Roadmap
Harmonized for post-merger integrationResulting from optimized contractingDelivered to achieve additional improvements
Challenge

Following a major merger, a multinational SaaS company—valued at over $20 billion with more than 14,000 employees—faced friction in its sell-side contracting. The two merged legal departments had conflicting processes, templates and technologies, causing inefficiencies and delays. The company sought to harmonize its legal function and improve operational efficiency.

Solution

We executed a three-phase engagement. First, we assessed current processes, staffing, contract artifacts and technologies, identifying inefficiencies and their root causes. We then developed a unified target operating model, including optimized workflows, an updated staffing plan, an improved artifact strategy and a technology roadmap.

In the second phase, we revamped the client’s master SaaS agreement and created a new negotiation playbook to ensure alignment and accelerate deal cycles.

In the final phase, we transitioned low-complexity tasks—such as global NDA reviews—to our managed services team, allowing the in-house team to focus on high-value, complex work.

Outcome

The client implemented our transformation roadmap, harmonizing contract templates and playbooks to support consistency and efficiency. Delegating routine work increased productivity and freed the core legal team for strategic initiatives. Our managed services team continues to assist with critical projects, including rapid-response work like data breach remediation.

Navigating the complexities of legal team mergers or operational alignment?

We can help you design and execute a streamlined, future-ready legal operating model.

* This project was delivered while supporting a previous organization.