Onboarding & services

Rolling out software is one thing. Getting it used is the real work.

Most implementations don't fail on technology, they fail on habits. So we don't leave you to it: from dedicated onboarding to a consultant who guides the entire switch from your office.

From signing up to actually using it

A contract register is only worth something once it's complete and everyone uses it. We know the pitfalls: contracts still living elsewhere, colleagues sticking to the old way, and a system that's half-filled after three months. Our onboarding and services exist to prevent exactly that.

Included with Enterprise

Dedicated onboarding

On the Enterprise plan you're assigned a dedicated Looop specialist who gets your organisation started and stays involved after you go live.

Training on site

A Looop specialist visits and trains your team in using Looop, tailored to how you work and the contracts you manage.

Active monitoring

After go-live we keep an eye on how Looop is actually being used. If something is being skipped, we spot it and pick it up with you.

One point of contact

No ticket system, but someone who knows your setup and who you can reach directly with questions about day-to-day use.

Separate service, outside the plans

Looop Services

Want to be taken care of further? A Looop consultant comes to your office to guide the switch from your current system to Looop, from start to finish.

Moving off your current system

Whether your contracts sit in a CRM, another CLM package, SharePoint or a shared drive: our consultant guides the migration and makes sure nothing gets lost.

Collecting and uploading contracts

We take the legwork off your hands. Our consultants track down your existing contracts, enter them into Looop and verify the data, so your register is complete from day one.

A tailored implementation plan

We write a concrete plan for your organisation, with steps, responsibilities and milestones, so everyone knows what happens when.

Your colleagues need to want it too

Introducing a new system is mostly a change in behaviour. That's why our plan explicitly addresses buy-in: why this step is happening, what each department gets out of it, and how to get through the first weeks without people falling back on old habits.

  • Clear per-team explanation of what changes for them
  • Internal champions who help colleagues along
  • Realistic milestones instead of a big bang
  • A follow-up session to see what actually stuck

Looop Services isn't part of any subscription. We draw up the plan together with you and scope it to your organisation.

Custom development

And if Looop needs to work slightly differently?

Sometimes an organisation has a way of working that doesn't fit any standard mould. Our developers can build custom software specifically for you, inside Looop and matched to your own processes. Get in touch and we'll look at what's possible.

Discuss the options
  • Integrations with systems you already use
  • Custom fields, workflows or reports
  • Functionality specific to your industry

Curious what your organisation would need?

In a demo we map out where you stand today and which form of support fits you best.

CLM Onboarding and Implementation | Looop