Case Study

How Monarch Replaced a Difficult Legacy CLM with the “iPhone of Contract Systems,” ContractSafe

Impact at a glance

Here’s how Monarch’s operations improved after implementing ContractSafe.

320+

HUD lease agreements brought into ContractSafe

Distinct contract workflows running in one platform

10/10

Net Promoter Score (NPS)

The Challenge

Upgrading from a legacy CLM platform to a modern one

When Christopher Grimwood, Monarch’s Chief of Staff, inherited responsibility for Monarch’s leases and external vendor contracts roughly two years ago, the organization was running on a legacy CLM called iContracts. The platform wasn’t meeting the team’s needs, and leadership gave him a clear directive: if it isn’t working, find something better.

Monarch needed a CLM that was genuinely easy to use for non-technical staff, flexible enough to support the many different contract types the organization manages, and affordable enough to extend access to everyone who actually needed it. ContractSafe checked every box.

ContractSafe's Solution

A platform that fits the way Monarch’s teams actually work

Monarch selected ContractSafe for three reasons: it was intuitive, it was highly customizable, and it fit the budget.

With unlimited users on every ContractSafe plan, access is no longer a cost-driven decision. Teams across Monarch now work directly in the platform:

The Operations team manages external vendor contracts, lease agreements, and HUD-related documentation for Monarch’s group home properties.
HR and talent acquisition manage agreements with the universities that send Monarch its interns.
The contracts team for state MCO and LME payers handles county-level healthcare contracts.
The contracts team for commercial payers handles Blue Cross Blue Shield, United, Aetna, and similar agreements.

The most valuable feature for Christopher’s team has been the ability to customize forms in ContractSafe. Monarch has a portfolio of leases where the property is owned by a county and leased to Monarch for a symbolic $1 per year. These are in-kind donations that require fair market value reporting at tax time, and Monarch’s previous system couldn’t accommodate the fields needed to capture that data in line with the lease record.

That single workflow change eliminates hours of manual reporting work every year.

Rollout & Results:
Seven contract workflows now running in one system

"ContractSafe is the iPhone of contract systems. It’s simple. It’s streamlined. It’s easy. It’s everything you want it to be."

– Christopher Grimwood, Monarch Health

Unlimited users, no bottlenecks

Monarch moved from a per-user pricing model that capped access to a handful of people, to a platform with unlimited users. Teams across the organization now manage their own contracts instead of routing every request through one or two gatekeepers.

Searchable lease agreements

Monarch's HUD program teams brought 320+ lease and compliance agreements into ContractSafe, replacing paper files with automated renewal reminders and digital records. Non-technical staff built the workflows themselves, without IT or vendor support.

Seven teams, one system

From external vendors to state payers, commercial insurers, HUD housing, HR, and intern partnerships, seven distinct contract workflows now run in ContractSafe, each with custom forms configured by the teams that use them.

Growth without a bigger team

Monarch has expanded into Arkansas and Virginia without adding headcount to manage a growing contract portfolio. ContractSafe absorbs the volume so the organization can scale its mission, not its admin.

Self-service that actually serves

Instead of emailing legal for every contract question, staff log into ContractSafe, find their folder, and pull what they need. One recent example: Monarch's CFO learned to redline a contract from two screenshots. No training session required.

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“We wanted something that was easy-to-use, that was the most important thing that we were looking for. We’ve chosen the right platform with ContractSafe and we’ve gotten a lot of compliments. Whenever you roll out any new program, you expect some constructive criticism but all we’ve gotten are kudos.”

"ContractSafe has been an amazing enabler, helping us automate other processes and level up our ability to manage an increasing volume of highly custom customer engagements."

"ContractSafe has been a lifesaver to our company. We finally have a central location to store and keep track of our contracts. Uploading documents is a simple process and the search feature is a lifesaver. Everything is organized and easy to find, and the renewal reminders help us keep on top of any upcoming expiring contracts. Their customer support is excellent.