Contract lifecycle management, native to Salesforce.
JunoCLM is a Salesforce contract lifecycle management solution that takes contracts from first draft to fully executed — drag-and-drop forms, a centralized clause library, AI-powered risk analysis, agent-driven contract creation, and native eSignature.
100% Native to Salesforce
Powered by Claude AI
Built on Agentforce
SharePoint, DocuSign & JunoSign
Every contract, one connected process.
From the first question on an intake form to a fully executed and signed agreement, JunoCLM keeps the entire contract lifecycle management process connected inside Salesforce.
Native Salesforce CLM
Manage the entire contract lifecycle without leaving Salesforce.
Drag & drop form builder
Build intake forms from a managed question library — no code required.
Centralized clause library
Update a clause once, and every template that uses it stays current.
Template-based generation
Generate contracts automatically with clauses inserted based on form answers, simplifying contract automation in Salesforce.
Claude AI risk analysis
Claude flags risky language and surfaces what needs a closer look with contract risk analysis.
Agentforce contract creation
An agent creates contracts and answers status questions conversationally.
DocuSign & JunoSign
Route contracts for signature and track status without leaving the record.
SharePoint integration
Store and collaborate on contract documents, connected to the Salesforce record.
Every contract, one connected process.
Built, negotiated, analyzed, and signed — natively in Salesforce with connected contract management from intake through execution.
Native Salesforce contract lifecycle management.
JunoCLM takes a contract from its first question to a fully executed, signed agreement — without ever leaving Salesforce. Intake forms, clause libraries, document generation, AI-powered risk analysis, agent-driven contract creation, and eSignature are all connected on the same record.
Native Salesforce Contract Lifecycle Management
Manage the entire contract lifecycle; intake, drafting, negotiation, execution, and post-signature tracking — natively inside Salesforce, with no external CLM system to maintain or sync.
- Contracts, forms, clauses and signatures live on native records
- No external CLM system or data sync required
- Full lifecycle visibility from one place
Manage Questions Used to Build Forms
Maintain a central, reusable library of questions that power your intake forms — so form-building starts from consistent, governed building blocks rather than one-off fields.
- Reusable questions shared across every form
- Update a question once, everywhere it's used stays current
- Consistent data captured across every contract request
Manage Clauses (Centralized Clause Library)
Keep every contract claude in a single, centralized library. Update a clause once, and every template or contract that uses it benefits from the update.
- One source of truth for every clause
- Version-controlled updates propagate automatically
- No more outdated language buried in old templates
Build Forms Using Drag & Drop
Build intake and negotiation forms visually, dragging questions from your managed library into place — no code, no developer required.
- Visual, click-and-drag form assembly
- Pull directly from the managed question library
- Reuse and adapt forms across contract types
Template-Based Automated Document Generation
Generate contracts automatically from templates. Answers captured on the form flow directly into the generated document, keeping drafting fast and consistent.
- Form answers merge directly into the contract template
- Consistent drafting across every contract type
- Draft ready in seconds, not hours
Built-In Integration with SharePoint
Store, organize, and collaborate on contract documents in SharePoint, natively connected to the Salesforce contract record.
- Documents stay in SharePoint, linked to the Salesforce record
- No manual uploading or duplicate copies
- Familiar SharePoint storage and permissions
JunoCLM
Salesforce
SharePoint
Documents
DocuSign Integration
Route contracts for signature through DocuSign directly from the Salesforce record, with signature status reflected back on the contract automatically.
- Send for signature without leaving the record
- Status syncs back to the contract automatically
- Signed document stored against the record
JunoCLM
Contract
DocuSign
Signature
Analyze the Document Using Claude
Use Claude to read and analyze contract documents — surfacing key terms, obligations, and language that needs a closer look, without manually reading every page.
- Key terms and obligations extracted automatically
- Works on incoming counterparty paper, not just your own templates
- Saves hours of manual first-pass reading
Claude AI-Powered Contract Risk Analysis
Go beyond summarization — Claude flags risky clauses, unusual terms, and deviations from your standard language, helping legal teams prioritize what actually needs review.
- Risk-ranked list of clauses to review first
- Flags deviations from your standard language
- Helps legal teams focus review time where it matters
Create Contracts Using an Agentforce Agent
Let an Agentforce agent handle contract creation conversationally — answer a few questions, and the agent generates the contract using your templates, clauses, and rules.
- Conversational contract creation, no form-hunting required
- Agent applies the correct templates and clause rules automatically
- Ideal for standard, high-volume contract types
Online Collaboration Using SharePoint
Collaborate on contract drafts in real time through SharePoint's native editing and commenting tools, fully connected to the Salesforce contract record.
- Real-time co-editing with internal or external reviewers
- Comments and edits stay tied to the contract record
- No separate collaboration tool required
Automated Document Change Detection & Amendment Tracking
Automatically detect changes made to a contract document and track amendments over time — so nothing gets negotiated away unnoticed.
- Automatic comparison against the last known version
- Changes logged as tracked amendments
- Full history of what changed and when
Multi-Contract Linking / Contract Bundling
Link related contracts together — amendments, addenda, or bundled agreements — so the full relationship between documents is always visible from any one of them.
- Link master agreements, amendments and addenda
- See the full contract family from any linked record
- No more hunting for related documents separately
Conversational Contract Lookup & Status Tracking via Agent
Ask an agent where a contract stands, what's pending, or when it's due for renewal — and get an answer in plain language, without digging through records.
- Ask about status, renewal dates, or pending steps in plain language
- No manual searching through records or reports
- Available to sales, legal, and ops without CLM training
Legal Request Rules
Dynamically evaluate which clauses apply based on the answers captured on a form — so legal logic is enforced automatically, not left to manual judgment.
- Rules evaluate form answers automatically
- Consistent application of legal policy across every request
- Reduces reliance on manual legal judgment calls
Dynamic Clause Insertion Using Clause Rules
Insert the right clauses into the generated document automatically, based on form answers and clause rules — every contract reflects the correct terms for its specific situation.
- Clauses inserted automatically based on form answers
- No manual copy-pasting of the correct clause version
- Every contract reflects the correct terms for its situation
Native Salesforce Word Document Editor
Edit contract documents in a Word-like editor directly inside Salesforce — no downloading, editing locally, and re-uploading.
- Full document editing without leaving Salesforce
- No download, edit locally, re-upload cycle
- Changes stay tracked against the contract record
Getting from final draft to fully executed.
Native JunoSign Integration
In addition to DocuSign, route contracts for signature natively through JunoSign — staying inside the same connected suite, from drafting to signature.
- Native eSignature without a separate DocuSign license
- Same connected suite from drafting through signature
- Choose DocuSign or JunoSign per contract
JunoCLM
Contract
JunoSign
Signature
Real-Time Signature Status Tracking
See exactly where a contract stands in the signature process — sent, viewed, signed, or declined — directly on the contract record.
- Live status visible on the contract record
- Per-signer progress on multi-party contracts
- No portal switching to check where things stand
Automatic Contract Status Updates Post-Signature
Once a contract is fully signed, JunoCLM automatically updates its status — moving it to Executed or Active — so the record always reflects reality.
- Status updates automatically on full execution
- No one has to remember to update the record by hand
- Downstream processes can trigger off the status change
Executed Contract Locking
Once a contract is signed, lock it from further edits, preserving the exact executed version as the system of record.
- Executed contracts locked from further edits
- Exact signed version preserved as the system of record
- Amendments handled as new, linked documents instead
Built for how contracts actually move.
Standardized intake
Build a governed intake form for every new contract request type.
Consistent drafting
Generate contracts with the right clauses inserted automatically for consistent contract automation.
Faster risk review
Let Claude flag risk in incoming vendor paper before legal reads it line by line.
Agent-drafted NDAs
Let an Agentforce agent draft standard contracts from a short conversation.
Amendment tracking
Detect and log changes made during negotiation automatically.
Status at a glance
Ask an agent for a contract's status instead of digging through records.
Feature by feature, built for the full contract lifecycle.
| Feature | Benefit |
|---|---|
| Native to Salesforce | No external CLM system, no data silos |
| Centralized clause & question libraries | Consistent language and forms across every contract |
| Drag & drop form builder | Faster form creation without developer involvement |
| Template-based generation with clause rules | Every contract reflects the correct terms automatically |
| Claude AI analysis & risk detection | Faster review, fewer missed risks |
| Agentforce contract creation & lookup | Draft and check on contracts conversationally |
| SharePoint integration | Native collaboration without duplicate file management |
| Change detection & amendment tracking | Nothing gets negotiated away unnoticed |
| Contract bundling | Full visibility across related agreements |
| DocuSign & JunoSign integration | Flexible, native signature routing and tracking |
| Native Word editor | Edit contracts without leaving Salesforce |
Common questions about Juno CLM
Ready to run contracts natively in Salesforce?
Join legal and sales teams managing the full contract lifecycle with JunoCLM.