How Careington® Moved NDAs Out of Legal’s Inbox - and Took the Time Back for Critical Work
"Legal as the Exception:" Routine NDAs move to signature automatically; Legal involvement is now the exception, reserved for complex deviations from everyday procedure.
30 BUsiness
1 lawyer
30:1 business-to-lawyer ratio on Bonterms
BONTERMS AGREEMENT DEPLOYMENT
We love the Bonterms Platform! We’ve mitigated the “battle of the forms” and now get NDAs done in a fraction of the time. NDAs belong in Bonterms, not my inbox.
Stacey Shaw
Assistant General Counsel
The Challenge: Managing High Volume with a Lean Legal Team
Careington International Corporation, a pioneer in the health and dental benefits space, supports more than 50 million members and about 700 employees with a lean legal team. As the company grew, the high volume of routine non-disclosure agreements (NDAs) created a significant administrative workload that pulled focus from more complex legal work.
Before Bonterms: Days of emailing back-and-forth
Careington’s existing process was manual: downloading Word templates from a shared drive and managing redlines through fragmented email threads. This method was common in the industry, each NDA could require several days of emails back-and-forth in order to complete. Stacey Shaw, Assistant General Counsel, recognized the opportunity to improve the first step in every procurement transaction. With NDAs automated, the Legal team could devote their full focus to data privacy, security and other complex legal issues arising in their IT procurement transactions.
“Everything starts with an NDA. If a partner agrees to negotiate from a fair and balanced starting point, they are showing their commitment to working with us to improve the contracting experience and it effectively sets the stage for the entire relationship.”
— Stacey Shaw, Assistant General Counsel, Careington International Corporation
Deals completed on Bonterms Platform
The Solution: Automating Procurement NDAs with Bonterms
Careington now leverages Bonterms to establish legal guardrails that allow the business to self-serve while keeping the Legal team in control of the final output.
The Magic of Auto-Accept Alternatives
Stacey identifies one Bonterms feature in particular, Auto-Accept Alternatives, as a key driver of their success with NDA development. Instead of negotiating common points, like Governing Law or Courts over email, Careington uses Auto-Accept Alternatives to present their recipient with a set of pre-approved options acceptable to their organization. If a recipient selects from within those alternatives, the agreement is automatically approved and moves to signature. The vast majority of the time (86%), that’s exactly what happens. The remaining 14% of the time, the negotiations are typically resolved with a single response.
The result: Careington successfully removed the Legal team from NDA reviews without sacrificing quality or oversight.
—> Leveraging Auto-Accept Alternatives, 86% of Careington's NDA go straight from send to sign.
Unified Management for Multiple Brands
Careington leverages Bonterms for two distinct entities: Careington International Corporation and its affiliate, DialCare, LLC. By utilizing Bonterms’ built-in support for managing multiple entities under a single subscription, Careington is able to maintain distinct branding, logos and Docusign accounts for their separate telehealth and dental health and wellness business. This ensures a professional, tailored experience for counterparties while keeping the underlying legal and operational framework unified and efficient.
Responsive Support
A key factor in Careington’s successful implementation has been the high level of collaboration and support from the Bonterms team. Bonterms works closely with Careington to identify and remove specific friction points in their specific signature flows, rolling the improvement back into the Bonterms Platform for the benefit of all users.
“The Bonterms team was amazing in terms of taking our feedback and making changes in the system to improve the signature process. Now, instead of managing administrative steps, I just get the fully signed version once it’s done. Having a partner who is so receptive to feedback has been a positive experience for both sides.”
— Stacey Shaw, Assistant General Counsel, Careington International Corporation
OF DEALS CLOSE WITH ZERO LEGAL TIME
A single reply for the rest.
The Results: 300+ Deals Completed with Near Zero Legal Time
By shifting to a modern, standards-first approach for routine procurement contracting, Careington has effectively streamlined its workflow:
First-Pass Success Rate
Across 300+ completed deals, Careington maintains an 86% first-pass success rate, meaning the majority of deals are going directly from “sent” to “signed.”
Legal as the Exception
By making legal involvement the exception for standard NDAs, Stacey and the team have reclaimed significant time for more complex legal work.
A Partner who Listens
By leveraging a support team who actively listens and adapts to their specific operational needs, Careington has a process that scales with the business.
MULTI-BRAND EFFICIENCY
Careington International Corporation and its affiliate, Dialcare, LLC, under one subscription with distinct branding and workflows.
About Careington International Corporation
Founded in 1979 and based in Frisco, Texas, Careington International Corporation is a pioneering leader in the health and dental benefits space. As a nationally recognized product aggregator and full-service administrator, Careington serves more than 50 million members across all of its industry-best companies, brands, products and services. Their innovative solutions are available to a wide range of clients, including employers of any size or industry, carriers, Medicare companies, TPAs, associations, unions, affinity groups, brokers, benefits consultants, individual consumers and more.
About DialCare
DialCare, LLC is a premier telehealth affiliate of Careington, providing a robust suite of virtual health solutions including Urgent Care, Virtual Primary Care, Therapy, Psychiatry, Teledentistry and Virtual Vet. DialCare serves employers, TPAs, brokers & agents, government & public sector entities and individuals nationwide.
Website: dialcare.com
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