Onboarding services

Your contract archive is stuck. We get it unstuck.

Migrating thousands of contracts from a legacy system shouldn't take a year. top.legal's guided onboarding turns a painful, error-prone process into a structured, AI-assisted journey — with a dedicated team beside you every step of the way.

Typical migration timeline
Legacy system
6–12mo
Average industry timeline
With top.legal
Weeks
Not months
What's included
  • Custom extraction infrastructure
  • AI-powered folder matching
  • 90-day dedicated account manager
  • Role-specific training
The problem

Legacy systems weren't built
to let you leave.

Whether your contracts live in an outdated CLM, a maze of SharePoint folders, or scattered across cloud drives — migrating them has always meant months of stalled exports, broken metadata, manual cleanup, and a vendor that makes every step as hard as possible. It doesn't have to be this way.

Migrations that drag on

Moving from a legacy CLM or SharePoint can stretch into months of stalled exports, broken metadata, and lost contract context

No AI, no automation

Your current system was built before AI existed — searching, tagging, and routing contracts is still a manual slog

Throttled by old infrastructure

Legacy vendors rate-limit exports, lock data in proprietary formats, and make leaving intentionally painful

Contracts buried everywhere

Agreements scattered across SharePoint folders, email threads, and network drives — with no consistent structure, tagging, or ownership

Most teams we work with have never fully migrated — not because they didn't try, but because their old vendor made it nearly impossible. That's exactly why we built an entirely different approach to onboarding. ”

How we onboard you

Six steps from chaos to complete

A structured, guided process — backed by AI and a dedicated human team — that takes you from legacy mess to a fully operational contract repository.

01
Custom extraction

We build the bridge from your old system

Where standard connectors fall short, top.legal writes custom fetching infrastructure tailored to your legacy provider — including throttled, rate-limited, and proprietary systems. Your contracts come out clean, complete, and correctly attributed — no matter how locked-down your vendor is.

Works with throttled APIsCustom-built per clientMetadata preserved
02
Automated import

Contracts pulled automatically from any cloud location

Whether your contracts live in SharePoint, Google Drive, Dropbox, OneDrive or another cloud drive — top.legal imports them automatically. No manual uploads, no drag-and-drop marathons, no missing files.

Google DriveSharePoint & OneDriveAny cloud location
03
Smart folder setup

Folder structure built from your Excel — matched by AI

Upload a spreadsheet with your intended folder structure and top.legal generates the entire hierarchy automatically. AI then matches each imported contract to the right folder — no manual sorting, no guesswork.

Excel-to-hierarchyAI-powered matchingAdvisory on structure
04
Tagging & metadata

Tagged, allocated, and ready to search

Contracts are automatically tagged based on their content and your defined taxonomy. top.legal advises on your tagging strategy to ensure consistency across the entire archive — and all future contracts.

Auto-taggingCustom taxonomyInstant searchability
05
Team enablement

Users, teams, and roles — configured for your org

We configure user and team permissions aligned to your org structure. For large enterprises, top.legal accompanies a gradual rollout — each business unit goes live on its own schedule, without disruption.

Enterprise rolloutRole-specific trainingPermissions setup
06
90-day partnership

Weekly meetings for the first three months

A dedicated account manager joins you every week during the first three months. Progress reviews, blockers resolved, adjustments made, training delivered, questions answered — for a full quarter, you're never alone.

Weekly check-insDedicated account managerFull 90-day support
Expert advisory

We don't just migrate. We advise.

top.legal brings hard-won expertise from hundreds of enterprise onboardings — so you benefit from every lesson we've already learned.

Folder structure

We recommend a hierarchy that scales with your business and mirrors how your teams actually think — not how your old system forced you to organise

Migration strategy

Phased or all-at-once — we help you choose an approach that minimises risk, reduces downtime, and keeps your legal team operational throughout

Tagging taxonomy

Consistent, meaningful tags that make contracts findable today and five years from now — we build the framework, you define the terms

Training & adoption

Delivered in your timeline, for the right audiences — power users, admins, and casual users each get what they need, nothing more

Ample experience. Proven results.

500+
Enterprise migrations completed
90
Days of dedicated onboarding support
Ready to move forward?

You've been living with the pain long enough.

top.legal has guided enterprises through migrations of every size and complexity. Ask us for a case study from your industry — or book a first consultation to map out your specific situation, no commitment required.

  • First consultation in 48 hours

    We respond to every inquiry within two business days and schedule an initial call to assess your situation

  • Industry-specific case studies

    We'll share examples of similar organisations we've onboarded — including timelines, contract volumes, and outcomes

  • A migration roadmap, just for you

    After your first call, we produce a tailored onboarding roadmap — steps, timelines, and resource requirements — at no cost