Customer demo mode

Koho Agiloft/CLM Ops

Inline ICP analyst for Marc: parse the ICP, apply deterministic revisions, and validate the top lead queue before alerts change.

ICP analyst consoleDoc emptyRevision queued

Marc/Koho live calibration

Parse the ICP doc, refine scoring, suppress client-owned leads, and label the validation queue from one traceable workbench.

pack koho-agiloft-clm-ops

Extracted

9

triggers + pains

Questions

5

ambiguities open

Suppressed

2

owned leads gated

Novelty

80%

deliverable candidate rate

Marc ICP doc intake

Paste Marc's ICP doc or load a plain text/Markdown file. This v0 parser is deterministic and local only.

No document

Living ICP pack

Marc/Koho extraction

Marc wants Koho to find legal/procurement teams with operational CLM pain, especially Agiloft administration, workflow reporting, and finance integration issues.

Revision proposed

Buyers

CLO/GC

legal operations

strategic operations

procurement

Industries

legal nonprofits

multi-entity nonprofits

sports and entertainment

Trigger events

Agiloft admin hiring

CLM RFP

legal ops transformation

finance integration bottleneck

Pain language

approval routing

workflow reporting

templates

Workday handoff

invoice approval

Technology

Salesforce/SAP/Workday integration environment

Microsoft 365 ecosystem

DocuSign/Adobe Sign eSignature

Routes

LinkedIn/Waalaxy

RFP email path

Agiloft rep intro

Open questions

Should Agiloft admin pain outrank generic CLM buyer intent?

Can vendor-owned Agiloft sources promote a lead by themselves?

When there is an RFP contact, should Marc use the inbox path before LinkedIn?

Which known Agiloft or partner-sourced accounts should never appear as cold leads?

Is one hard trigger enough, or should every lead have two independent sources?

Source recipe and scoring rubric

The analyst turns Marc feedback into source priorities, scoring weights, and disqualifier policy.

Source priority
Agiloft contracts administratorCLM RFP SharePoint invoice approvallegal operations contract workflowcontract lifecycle management migration
Scoring weights
icp fit25
intent trigger strength25
pain specificity15
recency urgency15
client service fit10
routeability10

Client-owned lead sources

Hard suppress existing accounts and contacts before delivery. The app stores normalized keys, hashes, source names, and match reasons only.

2 suppressed · 80% novel
ConsultOps client list

consultops · mock connected

1 keys

Accounts

1

Contacts

0

Synced

May 9

HubSpot CRM import

hubspot · mock connected

1 keys

Accounts

1

Contacts

1

Synced

May 9

Suppression audit

koho-goodwill-mona-stone

consultops · account domain · existing account domain

Safe ID: goodwillaz.org

koho-team-christa-dalimonte

hubspot · account domain · existing account domain

Safe ID: the.team

Validation metrics

Label Marc feedback and watch the pack-quality readout update.

0 of 10 labeled

Precision@3

0%

Precision@10

0%

False positive

0%

Routeable

0%

Accepted

0%

Suppressed

2

Account

2

Contact

0

Novelty

80%

Validation queue

Top 10 candidate leads scored against the current Marc/Koho rubric.

96Peak

Alan Erskine

Director of Strategic OperationsNovel

The Bronx Defenders - SharePoint, Stampli, Sage Intacct, DocuSign, Adobe Acrobat Sign

Evidence

95

Routeability

100

Status

promoted

Why now: RFP was issued May 1, 2026 with proposal deadline June 19, 2026.

Why Koho: Koho can support CLM selection and implementation planning before the rollout becomes another operations burden.

Explanation: Promoted at 96; 1 evidence source; strongest: CLM RFP requests contract creation, secure storage, approval routing, invoice approvals, SharePoint storage, Sage Intacct/Stampli integration, templates, e-signature, and migration.; RFP email path route readiness 100; penalties: No penalties

92Peak

Nina Patel

Director of Legal OperationsNovel

Legal Aid Northstar - Agiloft, NetSuite

Evidence

86

Routeability

80

Status

promoted

Why now: Hiring for hands-on Agiloft workflow reporting and finance handoff support.

Why Koho: Koho can translate public contract-ops pain into Agiloft workflow, reporting, and adoption support.

Explanation: Promoted at 92; 1 evidence source; strongest: Legal operations systems role owns Agiloft templates, approval routing, dashboards, and NetSuite invoice handoff.; LinkedIn/Waalaxy route readiness 80; penalties: No penalties

91Peak

Sam Ortega

Procurement Systems ManagerNovel

Horizon Community Health - SharePoint, DocuSign, Sage Intacct

Evidence

86

Routeability

100

Status

promoted

Why now: The RFP is open and names the exact workflow and finance integration pains Koho handles.

Why Koho: Koho can translate public contract-ops pain into Agiloft workflow, reporting, and adoption support.

Explanation: Promoted at 91; 1 evidence source; strongest: RFP seeks CLM workflow design, contract repository migration, approval routing, e-signature, and Sage Intacct invoice approvals.; RFP email path route readiness 100; penalties: No penalties

89Likely

Priya Shah

Contracts Systems LeadNovel

CityWorks Alliance - Agiloft, Workday

Evidence

86

Routeability

80

Status

promoted

Why now: Open role shows explicit Agiloft admin and Workday workflow pain.

Why Koho: Koho can translate public contract-ops pain into Agiloft workflow, reporting, and adoption support.

Explanation: Promoted at 89; 1 evidence source; strongest: Contracts systems lead will maintain Agiloft workflows, Workday data sync, dashboards, permissions, and template governance.; LinkedIn/Waalaxy route readiness 80; penalties: No penalties

79Likely

Mona Stone

EVP, Chief Administrative Officer and Chief Legal OfficerSuppressed: existing account

Goodwill of Central & Northern Arizona - Agiloft, Workday

Evidence

91

Routeability

90

Status

promoted

Why now: The organization is hiring explicit Agiloft administration, reporting, and finance workflow capacity.

Why Koho: Koho can help make Agiloft operationally useful: workflows, dashboards, Workday handoff, and approval controls.

Explanation: Promoted at 79; 2 evidence sources; strongest: Contracts Administrator role is primary system administrator for Agiloft, including workflows, templates, approvals, Workday data, reporting, and finance dashboards.; LinkedIn/Waalaxy route readiness 90; penalties: already_warm_or_sourced

Suppression: existing account domain from consultops (account domain)

69Maybe

Avery Chen

Chief Legal OfficerNovel

Civic Future Foundation - SharePoint, DocuSign

Evidence

86

Routeability

80

Status

rejected

Why now: Leadership change creates timing, but the current system pain is inferred.

Why Koho: Koho can translate public contract-ops pain into Agiloft workflow, reporting, and adoption support.

Explanation: Rejected at 69; 1 evidence source; strongest: New CLO will modernize legal operations and contract governance across procurement and finance teams.; LinkedIn/Waalaxy route readiness 80; penalties: No penalties

68Maybe

Jordan Blake

Director of Strategic OperationsNovel

Arts United Network - SharePoint, Adobe Acrobat Sign

Evidence

86

Routeability

70

Status

rejected

Why now: Public operations document names contract bottlenecks, but no Agiloft signal yet.

Why Koho: Koho can translate public contract-ops pain into Agiloft workflow, reporting, and adoption support.

Explanation: Rejected at 68; 1 evidence source; strongest: Board packet describes proposal, SOW, and contract approval bottlenecks across programs and finance.; Email route readiness 70; penalties: No penalties

67Maybe

Christa D’Alimonte

Chief Legal OfficerSuppressed: existing account

THE.TEAM - CLM platform, Asana, Monday.com

Evidence

85

Routeability

90

Status

rejected

Why now: A new legal leader plus CLM systems hiring suggests active operating-model change.

Why Koho: Koho can help stabilize the system layer around CLM workflows, dashboards, data model, and adoption.

Explanation: Rejected at 67; 2 evidence sources; strongest: Senior systems role focuses on CLM administration, workflow design, data integrity, dashboards, permissions, integrations, automation, AI-enabled improvements, and global user support.; LinkedIn/Waalaxy route readiness 90; penalties: already_warm_or_sourced

Suppression: existing account domain from hubspot (account domain)

13Noise

Morgan Lee

VP LegalNovel

Partner-Sourced Account - Agiloft

Evidence

48

Routeability

70

Status

rejected

Why now: Potentially relevant, but this should not be treated as a cold lead.

Why Koho: Koho can translate public contract-ops pain into Agiloft workflow, reporting, and adoption support.

Explanation: Rejected at 13; 1 evidence source; strongest: Company appears on an Agiloft partner-sourced account list with no independent public operations trigger.; Agiloft rep intro route readiness 70; penalties: already_warm_or_sourced, vendor_owned_source_only

2Noise

Taylor Reed

Associate CounselNovel

Brightline Manufacturing - CLM platform

Evidence

48

Routeability

10

Status

rejected

Why now: Generic category interest, but no implementation pain or routeable buyer path.

Why Koho: Koho can translate public contract-ops pain into Agiloft workflow, reporting, and adoption support.

Explanation: Rejected at 2; 1 evidence source; strongest: Associate counsel attended a generic CLM best practices webinar hosted by a vendor.; Unknown route readiness 10; penalties: vendor_owned_source_only, no_reachable_buyer_path