Contract Management Blog by Contracts 365

AI and Contract Lifecycle Management in Microsoft Environments: A Practical Guide

Written by Jessica Alden | June 13, 2025

Introduction

The convergence of artificial intelligence and contract lifecycle management (CLM) is fundamentally reshaping how organizations handle their contract processes. For companies operating within Microsoft environments, this transformation presents unique opportunities to leverage integrated AI capabilities while maintaining already established security and compliance standards.

The Current State of AI Adoption in Organizations  

Based on feedback from our recent webinar, data reveals a mixed landscape of AI adoption across organizations: 

  • 18% have AI usage mandates in place
  • 21% allow the employment of AI, when necessary
  • 38% consider AI optional
  • 24% use AI on a need-to-use basis, only
  • 9% prohibit AI use entirely 

Despite these varied approaches, one trend is clear: executives are increasingly asking how their teams plan to leverage AI within their business functions. The message is becoming unavoidable: organizations that fail to embrace AI in some capacity risk being left behind. 

Microsoft’s AI Strategy: Building the Foundation  

Microsoft’s approach to AI centers around their Azure AI Foundry, a comprehensive platform that supports over 1,900 different AI models. This isn’t just about Microsoft’s own models or its OpenAI partnership—the platform embraces an open ecosystem that leverages a wide array of technologies from Anthropic, DeepMind, HuggingFace, Meta, and even xAI’s Grok model. 

Key developments in Microsoft’s AI infrastructure include:  

  • Partnership with NVIDIA to build the world’s largest supercomputer
  • Over 70 data centers for AI processing
  • AI-specific wide area network (WAN) with 400 terabytes per second transmission speed—10 times faster than traditional WAN connections 
Agent-to-Agent Communication

Microsoft is pioneering “agentic AI,” where multiple AI agents work together autonomously. (An AI agent is a computer program that can perceive its environment, make decisions, and take actions to achieve a goal.) This means you can have agents that query ERP systems, communicate with CLM agents, and then interact with other specialized agents to bring comprehensive data together.

Security and Data Governance

At Microsoft’s core is a commitment to keeping customer data secure and within their own tenants. (A tenant is your portion of a cloud-based application or system; while you share access to the cloud, hosts like Microsoft keep your data and settings separate from others.) The key point to understand is that your information isn’t shared across different large language models, and customers maintain full control over their data. In addition to not sharing your data, Microsoft does not use customers’ data to train large language models, which is a new concern among AI users.

 
Ten Key Business Use Cases for AI in CLM  

The practical applications of AI in contract management extend far beyond simple document processing. Here are the ten most impactful use cases: 

  1. Metadata Extraction - Automatically extracting key data points from contracts and populating relevant fields, eliminating manual data entry.
  2. Negotiation Support - AI-powered tools that compare contracts against established playbooks and provide real-time negotiation guidance. 
  3. Clause Extraction and Deviation Detection - Identifying non-standard language and deviations from approved clauses, providing visibility into contract variations.
  4. Obligation Tracking - Automatically extracting and tracking contractual obligations to ensure compliance and performance monitoring.
  5. Contract Summarization - Generating concise summaries of complex agreements for quick executive review.
  6. Language Translation - Real-time translation capabilities for international contracts and agreements.
  7. Agents and Automation - Combining search, analysis, and action through intelligent agents that can both find information and execute workflows.
  8. Workflow Optimization - Using AI to influence and optimize contract approval and processing workflows.
  9. Clause Generation - AI-powered creation of contract clauses based on specific requirements and established templates.
  10. Secondary Agreement Support - Extending AI capabilities beyond primary contracts to handle SOWs, amendments, and task authorizations. 

The Marriage of AI and CLM Infrastructure 

A critical understanding for organizations is that AI doesn’t replace CLM infrastructure—it transforms it. Successful implementation requires both progressive AI capabilities and robust CLM system foundations. This is because, at Contracts 365, we have seen—across hundreds of customers—that a robust CLM system provides the infrastructure needed to securely store and catalog contracts and document records, to understand user roles and permissions, to choreograph workflows and delegation of authority, and to provide real-time contract visibility, notifications, and control to contract managers and business users alike. 

This is why AI components must work within a structured hierarchy: 

  • Counterparty Records: Supplier, customer, and vendor information
  • Contract Records: Core agreement data and terms
  • Supporting Documents: All related documentation and amendments

When AI extracts information, it must know where to place different types of data within this hierarchy and how to bind everything together for comprehensive access and reporting. 

Practical Implementation Approaches 

Getting Started

  • Pick specific use cases: Don’t try to implement everything at once
  • Be patient: Allow time for teams to adapt to new AI-powered workflows
  • Get hands-on experience: Direct engagement with AI tools is essential 

Preparation is Key 

  • Develop clause playbooks: Prepare standard language libraries and negotiation guidance
  • Identify high-value opportunities: Focus on areas where AI can provide immediate time-to-value
  • Assess your contract mix: Determine whether you primarily use internal templates or process third-party agreements

Managing Expectations 

  • Avoid overselling: AI is transformative but not magical
  • Measure impact: Track concrete improvements in efficiency and accuracy
  • Find champions: Identify team members who can advocate for AI adoption
  • Plan for ongoing evolution: AI implementation is a continuous journey, not a one-time project 

Technical Considerations for Microsoft Environments 

When implementing AI in CLM within Microsoft environments, several technical factors need to be kept in mind so that data is properly recorded and managed:

  • Field Validation: Extracted data must be validated against established lists (departments, countries, states, etc.)
  • Data Transformation: Converting abbreviated entries (like “NJ” to “New Jersey”) and reconciling formats
  • Currency Handling: Managing different currency formats and conversions
  • Dynamic Content Creation: Automatically generating related records (like new counterparty entries) based on contract content
  • Confidence Levels: Providing accuracy indicators for AI-generated extractions
  • Real-time Document Access: Visual highlighting of AI-processed information within documents   

Looking Forward: The Multiplier Effect  

Microsoft’s own development process demonstrates AI’s potential—approximately 30% of their code is now being built by AI agents. This represents the kind of multiplier effect that organizations can achieve when AI assists in creating more AI capabilities. 

The concept of “agent-to-agent” communication is particularly exciting for CLM applications. Imagine AI agents that can automatically query contract databases, email systems, Teams communications, and CRM platforms to provide comprehensive analysis of how contracts are being impacted across all business systems. 

Current Usage Patterns

Feedback from our recent contract management webinar reveals that organizations are already experimenting with AI in contract management: 

  • 35% are using clause summarization
  • 27% are creating contract documents and clauses
  • 19% are implementing data extraction
  • 11% are using obligation extraction
  • 49% are not yet using AI in contract processing   

The rapid pace of adoption suggests that the 49% not currently using AI will likely decrease significantly in the coming months.

Security and Compliance in Microsoft Environments 

One of the key advantages of implementing AI-powered CLM within Microsoft environments is the security model. Leading solutions store all customer contracts within the customer’s own Microsoft 365 tenant, ensuring: 

  • Data remains under customer control
  • Existing security and governance policies apply
  • No vendor lock-in for contract data
  • Seamless integration with existing Microsoft tools  

Contracts, AI, and Microsoft 365 

At Contracts 365, we’ve been closely watching the development of AI for years. We’ve also had the privilege of being able to work closely with Microsoft to understand their AI infrastructure—and we’ve been able to create CLM technologies that leverage Microsoft’s AI stack in a highly modular way. This means that, as Microsoft pivoted to Open AI and ChatGPT, we were able to seamlessly integrate their new Large Language Models (LLMs) as they’ve progressed from o1 to 4o, and all the steps in between. 

Today, Contracts 365 offers our customers Contracts 365 AI Companions that infuse AI efficiencies into key contracting tasks in ways that are easy to understand and highly leverageable for both savvy contract professionals and everyday business users. 

Our AI Extraction Companion allows users to automatically extract contract metadata to quickly create contract records and supporting documents. During contracts negotiations, Contracts 365’s AI Negotiation Companion allows you to compare third party contracts, offering suggestions when clauses deviate or terms don’t align with predetermined standards—allowing you to redline, synthesize language, and escalate items to subject matter experts within your organization, all with just a few clicks. And this is just the beginning.

Conclusion 

The integration of AI and CLM within Microsoft environments represents a significant opportunity for organizations to transform their contract management processes. The key to success lies in understanding that AI enhances rather than replaces solid CLM infrastructure. 

Organizations should start with specific use cases, prepare their teams and processes, and maintain realistic expectations about AI’s capabilities. With Microsoft’s robust AI platform supporting over 1,900 models and their commitment to security and open standards, the foundation is in place for transformative contract management solutions. 

The question isn’t whether AI will impact contract management—it’s whether your organization will be ready to harness its potential. The time to start experimenting and building expertise is now, before the competitive advantage of early adoption diminishes. 

As the technology continues to evolve at an unprecedented pace, those who begin their AI journey today will be best positioned to leverage the even more sophisticated capabilities that lie ahead. 

If you’re ready to get started with AI-powered contract management, or just want to learn more about how to get greater efficiencies out of your contract processes every day, Contracts 365 is happy to help. And good luck in this brave, new Agentic world! .