“Disruptive Pro-Business Legal”: the new nickname

We can adapt the platform exactly to our contract, to our clauses, conditions and language, and we also have the assurance that the salesperson will be able to close deals in record time, since it is an easy platform to use.”

Teresa Broggi CiardulloLegal Counsel, Isaac

About Isaac

Isaac, now part of Arco Educação, is the largest financial solutions platform built for schools. In 2023 it served more than 1,500 educational institutions with a team of over 850 employees.

In a business growing at that speed, the contract is part of the product: every school that joins the base goes through an agreement that has to come out fast and come out right. Legal's challenge was not to choose between speed and security, but to deliver both at once — in direct conversation with Sales and the other areas.

Key points

  • Clauses pre-approved by legal in every contract, with no case-by-case review
  • Sales with the autonomy to close without waiting in legal's queue
  • A directory holding every version of each document, replacing the manual archive
  • Data extraction ready for audits and for investment rounds
The challenge

Growing fast on a manual contract process

Contract review was bureaucratic and manual, and every request from the sales team arrived as an emergency. With no single channel, requests for advice and for review came in decentralized, and legal became the queue every deal had to pass through.

The archive was the second blind spot. Documents sat in a manual, incomplete directory, with no version history and no record of the conditions negotiated: to know what had been agreed with a school, someone had to go looking. And with no automatic extraction, turning the contract base into data — for an audit, for business intelligence, for an investment round — was manual labor.

  • A highly bureaucratic, manual contract review process;
  • Legal overloaded with urgent demands from the sales team;
  • Disorganized files in a manual, incomplete directory;
  • No automatic mechanisms for data extraction;
  • Decentralized requests for legal advice and contract review;
  • No version history and no record of negotiated conditions.

 

The solution

How netLex helped Isaac

Reconciling speed and security was a condition for sustaining growth. Isaac moved the entire process into netLex, with the platform adapted to the company's own contract, clauses and language

  • More security, always using clauses pre-approved by legal;
  • A secure directory, storing documents in all their versions;
  • Visibility for leadership into everything happening in the department;
  • Simple, intuitive questionnaires for drafting contracts;
  • Robust integrations that keep operations flowing;
  • Data extraction for intelligence, audits and investment rounds.

 

The results

Legal as a partner

The most visible gain is in the relationship with Sales. With a questionnaire replacing the email request, and clauses already approved inside the template, the salesperson closes without depending on a round of review, and legal stops being consulted as an obstacle and starts being consulted as a partner. The platform's ease of use is what made that autonomy possible without giving up the legal standard.

The second gain is memory. With every version stored and the negotiated conditions on record, the contract base became something you can query, and data ready for audits and for conversations with investors.

Conclusion

The nickname the team earned internally — “Disruptive Pro-Business Legal” — sums up the shift. Isaac's legal department did not start saying yes to everything: it embedded its criteria into the flow, so that Sales could move on its own inside an already-approved standard. That is what makes it possible to grow without turning the contract into a bottleneck.

See other success stories

  • case-manuella-gelli-v2

    -89% in the contract lifecycle, from 176 to 20 business days

  • 70% faster resolution

  • 50% of amendments automated via Salesforce integration

  • <24 hours to activate a plan (down from 30 days)

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