Optematic Ironclad CLM implementation and integration for automated contract workflows, legal approvals, and compliance operations.

Ironclad Implementation, Integrations & Managed Services

What Ironclad Is

Ironclad is a contract lifecycle management (CLM) platform used to build and run contract workflows—covering intake, approvals, signatures, storage, and a searchable contract repository. Ironclad’s core implementation motion centers on designing workflows in Workflow Designer, configuring launch forms, approvals, signatures, archive properties, and testing in sandbox before publishing.

What Optematic Does

Optematic provides Ironclad implementation services, Ironclad integration services, and Ironclad managed services to help legal, sales, procurement, and finance teams operationalize contracting with reliable workflows, governance, and system connectivity.

Contract Intake and Workflow Automation

Ironclad is commonly used to standardize contract requests and route them through approvals, signer steps, and required data capture—using Workflow Designer configurations and launch forms.

Approvals, Signatures, and Auditability

Ironclad supports structured approver roles (including sequential approvals) and configurable signature routing (sequential or concurrent), helping teams operationalize consistent approval and signing policies.

Contract Repository and Legacy Contract Migration

Ironclad includes a contract repository and supports bulk upload through Smart Import, which is designed for migrating executed contracts into the repository and extracting searchable metadata.

Implementation Planning and Workflow Preparation

Optematic runs an implementation plan aligned to Ironclad’s recommended motion: gather templates, define signer/approver policies, map the current process, and design a future-state workflow plan before configuration.

Workflow Designer Configuration

We implement Ironclad workflow configurations including:

  • Workflow setup in Workflow Designer (internal or public workflows)

  • Template tagging for dynamic document generation

  • Launch form design (properties and required data capture)

  • Approver role configuration and ordering

  • Signature configuration and signer sequencing

  • Archive properties / record type configuration for repository searchability

Testing and Launch Readiness

We test workflows end-to-end using Sandbox Mode, resolve configuration errors/warnings, publish workflows, and support launch readiness activities like user enablement and rollout communications.

eSignature Integrations

Ironclad supports integrating with eSignature providers including DocuSign, Dropbox Sign (HelloSign), and Adobe Sign. Optematic configures and validates the eSignature integration based on your signing policy and workflow needs.

Cloud Storage Integrations

Ironclad supports cloud storage integrations to automatically name and store drafts and executed agreements in your storage system. Optematic designs the folder structure, permissions model, and storage rules so contracts are consistently archived.

Groups, Permissions, and Access Controls

Optematic configures Ironclad groups and permission models to control who can launch workflows and who can access/edit repository records (permissions are group-based).

AI Playbooks for Review Standardization

If your Ironclad plan includes it, Optematic can implement Ironclad AI Playbooks to help standardize contract review—such as clause detection, preferred/fallback language guidance, clause approver routing, and storing detected clause insights in the repository.

Ongoing Workflow Operations

Optematic provides Ironclad managed services to keep workflows reliable as templates, policies, and business processes change:

  • Workflow updates and new workflow rollout

  • Template and tagging maintenance

  • Approval/signature policy changes

  • Repository hygiene and Smart Import support

  • Integration monitoring and issue resolution

  • Governance, documentation, and admin support

Implementation + Integration + Operational Ownership

Most partners stop at configuration. Optematic delivers:

  • Production-grade Ironclad implementation

  • Reliable integrations (eSignature + storage + downstream systems)

  • Governance (groups/permissions) and launch readiness

  • Ongoing managed services so Ironclad stays usable at scale

  • “Optematic implemented Ironclad workflows that matched how Legal and the business actually work—clean launch forms, clear approver roles, and a signing process that didn’t require constant manual follow-up.”

  • “Our biggest win was getting Ironclad connected correctly to eSignature and storage. Optematic set up consistent archiving and permissions so executed contracts land in the right place every time.”

  • “As our templates and approval rules changed, Optematic kept Ironclad stable. They update workflows without breaking production and handle integration issues before they become legal fire drills.”