How Socure saved 30–40% of Its Lawyers’ Time with AI Agents and Workflows
From weeks of M&A due diligence to just 10 minutes, Socure transformed its legal operations with a single AI-powered platform.
One platform. More automation. Faster legal work.
By connecting AI Agents, legal knowledge, and workflows, Socure has reduced manual work and created more capacity within its existing legal team.
30–40%
of lawyers’ time saved
through AI-powered legal operations.
10 min
M&A due diligence
that previously required weeks or external counsel.
2–3 hours
saved on many vendor agreements
using AI-generated amendments.
2 AI Agents
providing self-service legal support
directly through Slack.
“I wouldn’t call Chamelio a CLM. I think Chamelio is an operating system. Chamelio just took over everything we do in legal.”
Aviad Levin
General Counsel at Socure
Too Much Manual Work, Too Much Waiting
As a leading identity verification and fraud prevention company, Socure operates in an environment where speed, accuracy, and consistency matter.
But its legal team faced a familiar challenge: growing workloads, disconnected systems, and too many manual processes.
Manual work at every step
Contract reviews, amendment preparation, approvals, and legal requests required hours of manual effort.
Disconnected workflows
Requests moved between procurement, business teams, and legal, creating unnecessary handoffs and delays.
More time waiting than working
As Aviad explained, even a five-minute task could sit in someone’s queue for an entire day before being addressed.
Limited capacity
Lawyers spent valuable time managing processes instead of focusing on legal judgment and strategic decisions.
“Moving all of our legal work into Chamelio was really life-changing for pretty much all of our lawyers and our team.”
Aviad Levin
General Counsel at Socure
From AI Assistance to Agentic Workflows
Rather than adding another standalone AI tool, Socure brought its legal work into Chamelio, connecting contracts, knowledge, AI Agents, and workflows in one platform.
The goal was to move beyond automating individual tasks toward workflows where AI handles preparation and execution, while lawyers focus on reviewing results and making decisions.
01. AI Agents Saving 2–3 Hours per Vendor Agreement
Instead of starting from scratch, lawyers receive documents ready for review and approval.
Before Chamelio
Previously, reviewing a vendor agreement meant manually analyzing the contract, examining supporting documents, identifying issues, and drafting amendments.
The Chamelio effect
With Chamelio, Socure uses AI Agents to review agreements, analyze referenced materials, apply legal playbooks, and generate comprehensive amendments.
Socure is now building on this capability by connecting procurement intake directly to AI-powered contract review and amendment generation.
02. From Intake to Signature: Workflows That Keep Moving
For Aviad, the biggest opportunity isn’t just saving time on individual tasks. It’s eliminating the delays between them.
A typical agreement passes through intake, document preparation, legal review, internal approvals, and signature. Traditionally, someone needs to manually coordinate every stage.
With Chamelio’s Agentic Workflows, the entire process can be connected:
Intake
Sales works in Salesforce, procurement in systems such as Zip, and employees in Slack.
Document preparation
AI Agents gather information, review agreements, and generate the necessary documents.
Approvals
Requests automatically reach the right stakeholders based on predefined rules and conditions.
Signature
Approved agreements move to electronic signature and are stored in the Smart Repository.
Visibility
Legal teams can visualize every stage, track pending approvals, and see who owns the next action.
Goodbye CLM, we will take it from here.
Everyone continues working in the tools they already know, while Chamelio connects the process behind the scenes. Aviad illustrates the potential impact: eliminating just 5–10 minutes of manual work per contract could save approximately 42–83 hours across 500 agreements annually, or 83–167 hours across 1,000 agreements.
And that’s before accounting for the hours or days requests might otherwise spend waiting between steps.
across 500 agreements annually
across 1,000 agreements
03. AI Agents Bringing Legal Support to the Business
Socure has also developed two specialized Q&A Agents accessible directly through Slack.
Supports commercial contract questions.
Helps employees with product assessment questions.
Instead of routing every routine question to legal, employees can consult an Agent using the team’s legal knowledge, with lawyer oversight where required.
Socure is also automating HR-related legal processes, including initial termination assessments and follow-up questions, with plans to expand into separation agreement generation.
The result is less repetitive work for lawyers and faster access to legal support for the business.
04. From Weeks of M&A Due Diligence to 10 Minutes
Socure is applying the same AI-powered approach to complex corporate legal work.
Previously, M&A due diligence required external counsel or weeks of manual contract review. With Chamelio, the team can analyze large collections of agreements, identify relevant provisions, and generate diligence findings in minutes.
Work that previously took weeks can now be completed in as little as 10 minutes.
The team also uses integrations with Jira, its procurement system, and other business tools to keep information connected and synchronized. For Aviad and his lawyers, this means less time switching between systems, fewer manual steps, and a much smoother way to collaborate with the rest of the business.
The impact goes beyond convenience. By connecting their tools and workflows, Aviad’s team can spend less time managing processes and more time delivering legal value.
“Chamelio pretty much seamlessly integrates with our word processor. You click open on a contract, it’s just there.”
More Capacity, Better Legal Work
30–40%of lawyers’ time saved
Aviad’s estimate of the time Chamelio saves Socure’s lawyers.
“The results are better. Our work is much more consistent.”
Aviad Levin
General Counsel at Socure
For Socure, the impact extends far beyond faster contract management.
Time previously spent on repetitive manual tasks can now be redirected toward work that requires legal judgment, strategic thinking, and closer collaboration with the business.
The benefits are not limited to efficiency. The team has also seen improvements in the quality and consistency of its work.
By bringing legal operations into one connected environment, Socure has reduced manual work, accelerated complex processes, and created more capacity within its existing team.
Beyond CLM: A Different Way to Run Legal
“Moving everything we do, all of our legal work into Chamelio was really life-changing for pretty much all of our lawyers and our team.”
Aviad Levin
General Counsel at Socure
