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Ocrolus Transforms Legal Precedent into Live Negotiation Intelligence
Ocrolus is a fast-growing, AI-powered document automation platform for financial institutions. With a lean legal team supporting a high-velocity organization, Ocrolus needed a way to bring order to fragmented intake, apply consistent negotiation positions, and convert historical decisions into "live" guidance available at the moment of negotiation. Sandstone became the operating layer across the tools the team already relies on—introducing structure to intake, enabling playbook-driven reviews, and providing leadership with a clear view of the legal workload.
“Sandstone embeds directly into our existing workflow. Because it sits across Salesforce, Ironclad, Slack, and email, I can use it to track work across the entire team. Sandstone didn’t just automate our work; it gave our past data a voice in our future negotiations.”
The Challenge: Scaling Amidst "Chaos"
Before Sandstone, the Ocrolus legal team managed a high volume of work with fragmented intake and distributed context. As General Counsel Katelyn Canning described it: “It’s chaos.”
- Omnichannel Noise: Requests arrived via Slack, email, Jira, and Ironclad, with no single system to capture, prioritize, or track them.
- Scattered Context: Critical deal history lived in long email threads, Salesforce notes, and various CLM workflows.
- Static Playbooks: Negotiation guidance existed only as static documents, making them difficult to update and nearly impossible to operationalize during active redlining.
- Invisible ROI: Leadership lacked the data to quantify the legal team’s workload and strategic value to the C-suite.
The Solution: Why Sandstone?
Ocrolus sought a system to unify intake and surface historical precedent the moment a redline arrives. Sandstone delivered value across four core pillars:
1. Centralized Triage Across All Channels
Sandstone consolidated requests from Gmail, Slack, Jira, and Ironclad into a single "command center." The team can now assign and track work without chasing updates across disparate channels.
2. Living Intelligence vs. Static Documentation
Ocrolus moved their negotiation guidance out of PDFs and into active workflows. During onboarding, the team’s reaction to seeing their knowledge operationalized was immediate: “I am freaking out with excitement right now... This is nuts.”
3. Accelerated Playbook-Backed Reviews
By guiding first-pass reviews with consistent, pre-approved positions, Sandstone allows the team to move faster without sacrificing the nuance required for complex clause-level negotiations.
4. Data-Driven Visibility for the C-Suite
Sandstone’s workload analysis tool allows legal leadership to quantify their impact visually. As Katelyn noted, “I love this workload analysis tool. It is a very nice visual for showing management and my c-suite exactly what we are handling.”
The Results
- Unified Workflow: Successfully centralized intake across four primary communication platforms into one streamlined triage queue.
- Operationalized Wisdom: Converted static playbooks into reusable, structured intelligence that evolves with every negotiation.
- Instant Precedent: Brought historical data into the present, allowing the team to apply past decisions to active redlines instantly.
- Strategic Reporting: Created digestible, high-level workload visibility that effectively communicates legal’s ROI to executive leadership.
About Ocrolus
Ocrolus is an AI workflow and analytics platform that helps lenders automate financial decision-making. By turning document-heavy processes into structured, reliable data, Ocrolus enables faster and more accurate lending workflows.
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