Efficiency and security: Clara México's successful digital transformation with Webdox CLM

About Clara

Clara, an emerging Mexican startup, specializes in offering comprehensive solutions for managing corporate expenses and payments. It stands out for its efficiency and reliability. Its services include business credit cards, payment systems, and an expense control platform, all characterized by their simplicity and ease of use, without operational or legal entanglements.

Clara's primary purpose is to become the preferred option for payment solutions for companies of various sizes and sectors throughout Latin America.
What distinguishes Clara is its transparency and security to its business clients, aligning its offer with their specific needs. Founded in Mexico in 2020 during the pandemic, Clara has quickly become one of the more reliable and sustainable options for managing corporate expenses in several Latin American countries.

Business Challenge

Clara México has focused its operations on technology and access to information. This base allowed for accelerated growth that needed agile and efficient legal support to accompany it adequately.

Clara's team recognized the inefficiency of manual methods and traditional contract management tools, which needed improvement to achieve the desired level of service. Faced with this situation, the company looked for a comprehensive solution that would cover various needs: the safeguarding of legal information, the automated sending of documents to sign through Electronic signature, and the creation of processes collaboration interdepartmental for the contract preparation, among other aspects.

After a detailed market analysis, they selected Webdox CLM as the ideal tool. It stood out for its ease of use, agility, transparency, and security, thus offering a complete solution to the challenges faced.

Impact on business

Clara México decided to adopt Webdox CLM software based on three fundamental pillars:

1. The organization and secure documentation storage in the cloud, adjusting to the company's internal criteria.
2. Process automation through Workflows has resulted in better control, time savings, and an increase in productivity by reassigning the team from operational tasks to strategic functions.
3. The flexibility to manage different types of electronic signatures on a single platform, adapting to the specific needs of each contract.

In short, the implementation of Webdox CLM has generated a transversal positive impact in Clara México, benefiting multiple departments, not only the legal area.

For example, the Human Resources department can now sign employment contracts more quickly, reducing friction in the hiring process. In the purchasing department, a significant reduction has been noted in the time spent generating and signing confidentiality agreements (NDAs), thus facilitating negotiations with suppliers. In the Legal area, a considerable improvement stands out in the storage and management of relevant contracts and agreements. Documents are centralized, allowing secure and simple access, and automated alerts are generated to control expirations and renewals.

In the Legal area, a considerable improvement stands out in the storage and management of relevant contracts and agreements. Documents are centralized, allowing secure and simple access, and automated alerts are generated to control expirations and renewals.

Currently, the functionalities most used by Clara México in Webdox CLM include automated workflows, mass sending of documents for signature, and secure documentation storage. The comprehensive management of the life cycle of contracts has optimized coordination between internal areas in processes such as the request, drafting, negotiation, approval, signing, and monitoring of each contract.

The Clara México team has also especially valued the support provided during the onboarding phase and the post-sales customer service. The implementation process stood out for its agility, facilitating the automation of previously manual operations. The Webdox support team, available [specific hours or days], is always ready to resolve any questions or incidents that may arise, ensuring a smooth and efficient use of the software.