Sovrn

Company background

Sovrn is a global technology company that helps digital publishers build sustainable businesses.

Based in Boulder, Colorado, Sovrn provides tools that enable publishers to monetize their content, understand their audiences, and grow revenue through advertising, commerce, and data.

With roughly 160 employees and a lean legal team, Sovrn manages a complex mix of customer, vendor, and partner contracts that support its multi-product business across advertising and commerce.

“Concord does what it says it’s going to do. It’s simple, affordable, and just works." —Andrea Policky, Senior Director of Legal Operations and Contracts at Sovrn

The challenge: disconnected systems and declining support

Sovrn’s three-person legal operations team manages the entire contract lifecycle for the company — from drafting and negotiation through execution and storage. Using their legacy CLM, the team faced recurring pain points: contract metadata extraction was inconsistent and required manual corrections; core systems like Salesforce and DocuSign operated separately from the CLM, forcing Sovrn to maintain multiple disconnected workflows.

Because of limited resources and a small IT footprint, implementing and maintaining integrations was difficult. When the previous CLM vendor was acquired, support and responsiveness declined sharply. With renewals approaching and no reliable customer-service partner, the team determined it was time for a new platform — one that could unify workflows, simplify implementation, and provide dependable partnership.

The solution: simplicity, speed, and intelligent automation

Sovrn selected Concord because the platform aligned with their specific needs for ease of use, rapid deployment, and intelligent automation. Key differentiators included:

• Automated metadata extraction: Concord uses AI-powered metadata extraction to automatically pull key terms such as parties, dates, contract value, and renewal/termination details. This transformed Sovrn’s contract repository from static documents into a searchable, actionable dataset.
  
  

• Familiar, intuitive interface: The user interface is described by customers as “Google Docs, Microsoft Word, DocuSign and a File explorer all in one.” For Sovrn’s lean legal team, this meant minimal training, rapid adoption, and fewer change-management issues.
  
  

• Rapid go-live and low IT burden: Concord’s implementation is designed for speed—with deployment often within days or weeks rather than months. Sovrn completed its migration and went live ahead of deadline with no data loss or disruption.
  
  

• Transparent pricing and no hidden cost traps: Concord emphasizes an all-inclusive pricing model and avoids layered “add-on” fees for essential features. For Sovrn, this meant predictable cost and easier budgeting.
  
  

Concord’s Customer Success team worked hand-in-glove with Sovrn to configure the system: bulk-importing contracts, setting up the Google Drive integration, defining intake workflows, and setting up automatic metadata extraction for all future documents.

The result: a unified system where contract creation, negotiation, execution, storage and reporting are now managed in one platform.

Results: unified workflows and confident adoption

Since the move to Concord, Sovrn’s contract operations run through a single, unified workflow. The legal team can search, organize and report on contracts instantly—with confidence in accuracy of metadata and consistency of version control. With all agreements centralized in Concord, they no longer depend on disconnected tools or manual tracking to manage obligations.

The team has already begun expanding its use of Concord by implementing built-in e-signature to eliminate the last manual step in the process. The result is a fully connected, end-to-end contract lifecycle owned and maintained entirely by the legal operations team.

“Concord does what it says it’s going to do,” said Andrea Policky, Senior Director of Legal Operations and Contracts at Sovrn. “It’s simple, affordable, and just works. When you find a partner like that, it’s a huge deal.”