Docusign and SQUADRA partner to transform agreement management with AI

SQUADRA and Docusign have formed a partnership that is already changing how companies deal with agreements and contracts. In a data-driven world, these documents are no longer just formalities but intelligent sources of information.

The union combines SQUADRA's expertise in end-to-end digital transformation and artificial intelligence with Docusign's robust platform, enhancing agreement management and corporate processes.

Docusign: Market-leading CLM, now a leader in IAM

Docusign is already a well-established name in the Contract Lifecycle Management (CLM) market. This is a type of software that allows for the management of contracts throughout their entire lifecycle, from creation and negotiation to execution, monitoring, and renewal.

The company has revolutionized how companies deal with agreements, contracts, and corporate documents, going far beyond simple electronic signatures, which today represent only 2% of its operations.

The platform has evolved CLM into the concept of IAM (Intelligent Agreement Management), offering 16 integrated modules that cover the entire lifecycle of corporate agreements. With IAM, companies can have a structured process and integrated tools to intelligently manage their agreements. The platform offers automation, security, and robust integration, leveraging the potential of artificial intelligence to make everything more efficient, practical, and integrated.

Docusign + SQUADRA: transforming agreements into strategic assets

The partnership gains strategic strength with the integration of AI Doc Lens (an AI solution that is part of the SQUADRA group*) into Docusign to automate critical processes that require intensive manual work.

In practice, AI Doc Lens enhances IAM by offering tools capable of recognizing documents, classifying them, extracting and interpreting what is written, structuring the extracted data, and enriching it. Documents are processed directly within the CLM workflows, ensuring that their metadata and information are automatically incorporated into activities without interrupting the user's routine.

Without human intervention, the solution automates repetitive tasks and mitigates errors in document creation, reading, analysis, and validation. More efficiency, fewer risks, greater compliance, and strategic insights are part of the increasingly intelligent, integrated, and data-driven future of agreement management.

By combining AI Doc Lens and Docusign solutions, agreements cease to be mere static documents and become strategic assets capable of accelerating revenue, ensuring compliance, and generating competitive advantage.

* Gotodata, the AI Business Unity of the SQUADRA Group, specializes in artificial intelligence solutions that use AI models to add functionality to clients' systems, with AI Doc Lens being one of these solutions.

Discover AI Doc Lens

The integration between AI DocLens and Docusign CLM/IAM offers transformative practical applications:

Automated management of signatures and powers of attorney

AI DocLens processes complex corporate powers of attorney, including documents with hundreds of CNPJs and dozens of authorized individuals with specific powers, and automatically identifies authorized individuals, delegates, and delegated powers.

Upon receiving a contract draft via Docusign, the system compares the contract's object with the current powers of attorney and automatically recommends authorized signatories, eliminating manual verification work and drastically reducing the risk of signature errors.

Intelligent contract consolidation

For contracts renewed periodically with multiple addenda accumulated over the years, AI DocLens processes the original contract and all addenda, automatically consolidating the current clauses, obligations, counter-performances, and validity periods into a single document.

This functionality eliminates the manual work of reviewing dozens of pages to identify what is currently in effect.

Onboarding without typing

For the registration of individuals or legal entities, AI DocLens automatically processes identity documents, proof of address, articles of incorporation, and other documents submitted by the user. The system extracts, structures, and validates the data with external sources in seconds, automatically filling out Docusign forms.

The process is reduced to: document upload, a few seconds of waiting, and verification of the already structured data.

Mass import of legacy data

Organizations with thousands of physical or unstructured digital contracts can import them in batches into the Docusign Navigator repository. AI DocLens automatically recognizes the type of each document (contract, draft, addendum, power of attorney, certificate), extracts critical metadata, and indexes everything without manual intervention, making the entire legacy database searchable and manageable.

The future vision: more intelligence, integration, and data

The differentiator of this integration lies in the complete processing cycle of AI DocLens: automatic document type recognition, data extraction, interpretation through named entity recognition, metadata structuring, and enrichment with external source verification.

This process goes far beyond traditional agreement management, transforming unstructured data into actionable information within the Docusign platform.

And this future vision is the basis of the SQUADRA + Docusign partnership.

We are ready to solve common business problems such as lack of contract visibility, fragmented data, the need for legal compliance, and low efficiency in contract re-evaluations.

Want to understand how SQUADRA and Docusign can help your company transform agreement management with artificial intelligence? Contact us.