Legal IT Solutions
Energy teams face high-stakes, time-sensitive legal work. We implement and connect contract lifecycle management, matter management, eDiscovery, and compliance tracking with your ERP/ETRM and M365 so counsel and operations work from one source of truth. Expect shorter contract cycles, lower regulatory exposure, AI-assisted search across contracts and permits, and audit-ready records for FERC, NERC, and EPA.
Our Offerings
Contract Lifecycle Management (CLM)
Stand up or fix CLM so contracts move faster from request to signature. We map intake forms, templates, approval paths, and playbooks; connect Word, Outlook, Teams, and DocuSign; and sync obligations, pricing, and renewal dates to ERP/ETRM. Result: fewer handoffs, cleaner redlines, and obligations that actually hit your operational systems.
Matter & Outside Counsel Management
Build a single hub for litigation, arbitrations, agency actions, and advisory work. Intake routes to the right team, budgets and accruals tie into SAP/Oracle, and e-billing rules catch rate-card issues early. Counsel performance and spend land in dashboards your CFO will use.
eDiscovery & Legal Hold
Run holds, collections, review, and productions with a defensible process. We integrate M365, Teams, Slack, and file shares; automate scoping and preservation; push into review platforms (Relativity, Reveal, DISCO); and maintain chain-of-custody and audit logs for FERC, NERC, EPA, and state requests.
Regulatory Compliance & Permit Tracking
Track obligations across FERC orders, NERC standards, PHMSA rules, EPA air/water permits, and OSHA. We map requirements to policies, owners, controls, and evidence; manage attestations; and keep a live register of permits with status, conditions, and renewal dates linked to assets and sites.
Document Automation & Clause Playbooks
Give teams self-service NDAs, MSAs, SOWs, and amendments. We set up clause libraries with fallbacks, build drafting assistants in Word/Teams, and codify playbooks so business users generate first drafts that match risk appetite before counsel reviews.
AI Contract Review & Obligation Management
Use domain-tuned models to flag risky language and extract the data you care about – termination windows, indemnities, LDs, pricing, insurance limits. Exceptions route to the right approver; accepted obligations sync to work orders, calendars, and ticketing so nothing is missed.
How We Bring Value To Your Business
Modernizing the legal work around energy projects pays off when it cuts cycle time, reduces discovery volume, and makes obligations easy to track across assets, contracts, and jurisdictions.
1
Faster contract cycles
We implement contract lifecycle management with clause libraries, guided intake, side-by-side redlining, and structured approvals tied to spend, risk, and asset type. Playbooks drive consistent positions, and integrations push key data to ERP/ETRM and document repositories so contracts move without rekeying.
2
Lower eDiscovery spend
In-place legal hold, defensible preservation, and targeted collections reduce what goes to review. Early case assessment, deduplication, and email threading shrink datasets before outside counsel touches them. Connectors for M365, Google Workspace, Slack, and Teams keep collections predictable.
3
Obligation & permit visibility
Obligations are extracted from clauses and permits, linked to assets and locations, and tracked against dates, notice windows, and renewals. Dashboards surface what’s due this week, what’s overdue, and what creates financial or operational risk. Every change is logged for audit trails.
4
Outside counsel cost control
Matter management with budgets, rate cards, and rules-based invoice review gives real-time visibility into accruals and WIP. You can compare insourced vs. outsourced work, spot guideline violations, and redirect routine matters to fixed-fee panels.
5
Incident-to-case readiness
When an HSE event or dispute occurs, evidence, comms, and timelines feed a single matter record. Chronology builders, fact matrices, and exhibit tracking help teams prepare responses and negotiate from a position grounded in data.
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A governable data foundation
Document management, metadata standards, records retention, and role-based access create a usable source of truth. Search is tuned for clauses, dates, counterparties, and geographies, with integrations to GIS so right-of-way and land records are easy to locate and verify.
Challenges We Commonly Solve
Energy projects create heavy legal workloads at high speed; these are the friction points we fix first.
Cut cycle time and risk across contracts, matters, and permits – start with a 30-minute mapping call.
Why Choose WiserBrand
We pair ops-savvy consulting with hands-on engineering so contract, matter, and permit workflows connect cleanly to your energy stack – and the gains are visible in day-to-day work.
1
Deep integration with your systems
Our team connects CLM, matter management, and eDiscovery tools to ERP/ETRM, GIS, and collaboration platforms you already use. We map metadata (asset, location, counterparty, dates) across repositories, automate sync, and keep clause and permit records searchable with consistent taxonomy. The result is fewer handoffs, less rekeying, and reliable audit trails tied to assets and spend.
2
Fast path to value
We start with a short discovery and deliver a 90-day plan focused on cycle-time cuts, review-volume reduction, and outside counsel savings. Quick wins – like clause playbooks, guided intake, or targeted collections – arrive first, while larger migrations run in parallel with clear checkpoints. You see progress in contract turnaround, smaller review sets, and cleaner reporting.
3
Adoption that sticks
Admins get configuration playbooks; attorneys and ops teams get role-specific workflows and training tied to real matters and contracts. We document data models, retention rules, and exception paths so the program survives staff changes and vendor updates. Ongoing dashboards track obligations due, budgets vs. accruals, and queue health, keeping improvements on course.
Cooperation Models
Pick the engagement style that fits your timeline and internal capacity; each path focuses on quick wins, clean integrations, and clear ownership.
A focused assessment to map current contract, matter, and permit workflows, surface bottlenecks, and define the target state across CLM, matter management, eDiscovery, and records. We review tools, metadata, and integrations (ERP/ETRM, GIS, IDAM), then outline a prioritized backlog with an architecture sketch, adoption plan, and budget ranges. Deliverables include process maps, a 90-day plan aimed at cycle-time and review-volume reductions, and vendor/platform fit guidance for a scalable legal tech stack.
Hands-on delivery to configure core platforms, build guided intake, clause libraries, and review playbooks, and connect them to systems already in use. We migrate contracts and permits with defensible methods, set up legal holds and targeted collections, and wire data flows to ERP/ETRM, GIS, and collaboration tools. Testing, cutover planning, and role-based training keep go-live smooth, with dashboards for turnaround times, obligations due, and outside counsel spend.
Ongoing administration, release management, and incremental improvements so gains don’t fade after launch. We maintain clause and template libraries, update billing rules and matter budgets, tune collections and ECA, and keep metadata and retention policies consistent. Quarterly reviews track KPIs, retire manual steps, and add integrations or automations that return more time to your team.
Our Experts Team Up With Major Players
Partnering with forward-thinking companies, we deliver digital solutions that empower businesses to reach new heights.
Our Approach
We ship in five clear steps, each with specific deliverables, owners, and checkpoints.
Map & Prioritize
We run focused discovery on contract, matter, and permit workflows to spot delays, rework, and spend leaks. Artifacts include current-state maps, a lean data model (asset, location, counterparty, dates), and a short list of high-impact fixes. We align on 2–3 KPIs such as contract turnaround, review volume, or outside counsel savings and lock a 90-day plan.
Build the Foundation
We standardize metadata and filing rules across CLM, matter management, and document repositories, then define retention and access patterns that match how teams work. Clause libraries, intake forms, and permit fields are set up so data is captured once and reused. A migration plan and test harness keep future moves predictable.
Prove Value with Pilots
We pilot a few high-volume scenarios – e.g., NDAs/MSAs, permit renewals, or legal hold + early case assessment for one matter. Success means shorter cycles, smaller review sets, and clean dashboards. Training is tied to real work, with quick feedback loops to adjust playbooks and forms.
Integrate & Migrate
We connect core platforms to ERP/ETRM, GIS, M365/Google Workspace, Slack/Teams, and email so data flows without rekeying. Priority documents move first using defensible methods; obligations and key clauses are extracted and linked to assets and locations. Matter budgets, e-billing rules, and accrual tracking go live alongside role-based reporting.
Roll Out & Operate
We expand by business unit or region with clear cutover plans, office hours, and admin playbooks. Quarterly reviews track KPIs, retire manual steps, and add automations or connectors that return more time to your team. The backlog stays active so improvements keep landing after go-live.
Case Studies
Our case studies highlight the outcomes we’ve delivered and the approaches that made them possible.
Legal IT Solutions FAQ
Begin with one or two high-volume flows – typically NDAs/MSAs or permit renewals. Set clear KPIs (contract turnaround, review-set size, outside counsel spend), run a pilot in one business unit, then scale based on the results.
Not necessarily. We integrate with your existing stack, normalize metadata (asset, location, counterparty, dates), and add guided intake and playbooks. If a platform blocks progress, we present options and a phased migration plan.
In-place legal hold, targeted collections, early case assessment, deduplication, and threading shrink datasets before outside review. Clear scoping and repeatable export packs keep collections defensible and predictable.
We extract key fields (notice windows, expirations, renewals), link them to assets and GIS layers, and trigger alerts and tasks. Dashboards show what’s due, overdue, and high-risk so teams act on time.
Contract cycle time, dataset reduction before review, invoice adjustments against guidelines, on-time obligation rate, and time saved on search and intake. These metrics tie directly to cost control and project speed.