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MGI Research releases Buyer’s Guide to Contract Lifecycle Management (CLM) market; ranks 35 CLM suppliers by product, go-to-market strength, agility, complexity, and more

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Icertis, Conga, and Agiloft are named the top-rated suppliers in CLM.   

SAN FRANCISCO, June 4, 2024 /PRNewswire/ — Icertis is the top-rated overall CLM supplier, according to the Contract Lifecycle Management (CLM) Top 35 Buyer’s Guide published by MGI Research.

Icertis, Conga, and Agiloft are named the top-rated suppliers in CLM.

The CLM Top 35 Buyer’s Guide contains original research, supplier ratings, and guidance to help organizations digitally transform their contract management processes. Whether seeking a new CLM solution or assessing a current supplier, the Buyer’s Guide provides buyers, vendors, and investors with unique insights to shorten software search and evaluation cycles, reduce risks, and increase the success of their CLM investments.

The Buyer’s Guide includes individual MGI 360 Ratings™ for the top 21 leading vendors, and buyers’ summaries of 14 noteworthy suppliers receiving Honorable Mention. 360 Ratings are holistic evaluations of software vendors and combine a quantitative 0-100 Rating and an MGI analyst outlook.

The report rates Icertis and Conga as the strongest options for hyperscale use cases. Agiloft leads in the enterprise market segment. Ironclad is the top-rated supplier for midmarket CLM requirements, and PandaDoc offers the best SME solution.

“The CLM market is highly fragmented,” said MGI Research Managing Director Igor Stenmark. “CLM solutions appear highly similar, thus making the selection and decision process longer, more expensive, and full of risk. A wrong decision can lead to picking a product that is underpowered for a large company or that is overkill for a smaller organization. This Buyer’s Guide aims to clarify this confusing and seemingly commoditized market so buyers can quickly and confidently identify their shortlist of best-fit CLM solutions.”

The Buyer’s Guide also includes four MarketLens™ charts that spotlight CLM vendors with the strongest products, highest agility, and best ability to serve the needs of high volume, sophisticated enterprises. 

This report is recognized as the most comprehensive, in-depth, up-to-date, and independent coverage of the CLM market produced by analyst firms globally.

The CLM Top 35 Buyer’s Guide, MGI MarketLens charts, and MGI Use Case Notes™ are available to MGI Research clients at www.mgiresearch.com. To obtain an executive summary of the Buyer’s Guide, speak to an analyst.

The 21 vendors who are 360 Rated in the Buyer’s Guide are Agiloft, CobbleStone Software, Conga, Contract Logix, Contractbook, ContractPodAi, DealHub, DocuSign, Evisort, GEP, Icertis, Ironclad, JAGGAER, Juro, LinkSquares, Malbek, Onit, PandaDoc, Pramata, Provakil, and Sirion.

Fourteen honorable mention CLM suppliers are also covered in the report: Concord, Coupa, Contracts 365, Ecteon, Ivalua, Opentext, Oracle, SAP, Spotdraft, Synertrade, Thomson Reuters, Volody, Wolters Kluwer, and Zycus.

About MGI 360 Ratings™.

MGI 360 Ratings are comprehensive company evaluations based on a rating methodology that scores companies on a scale of 1-100, covers five key areas of analysis, and includes 147 unique data points.

Product – Product Breadth and Depth / Implementation/ SupportManagement – Management Team / Board of Directors / Overall Company TalentStrategy – Strategy and MarketingChannel – Sales and Distribution ChannelsFinance – Financial Health

About MGI Research for Agile Monetization Platforms

MGI Research is an independent industry research and advisory firm focused on disruptive trends in the technology industry. The firm was founded in 2008 by a group of senior analysts and executives from firms such as Gartner, Soundview, and Morgan Stanley.

MGI Research is the only firm with a dedicated practice around Agile Monetization – an expanded view of Quote-to-Cash, and including contract management, billing, CPQ, payments, e-commerce, financials, accounts receivables automation, and revenue recognition.

Through its research, ratings, forecasts, advisory engagements, industry studies, and conferences, MGI Research helps clients identify opportunities for ensuring software project success through improved vendor analysis, contract negotiations, and unique market insights.

Follow updates from MGI Research on Facebook, LinkedIn, and X.

For press inquiries, contact:
Chloe Ladd
cladd@mgiresearch.com

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SOURCE MGI Research

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TeamLogic IT Honors Top Franchisees, Brings Leading Industry Experts Together at TeamLogic IT Owners Summit Convention

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MISSION VIEJO, Calif., Oct. 21, 2026 /PRNewswire/ — TeamLogic IT, a national provider of managed IT services and technology support, celebrated the achievements of its franchise network at the company’s annual Owners Summit and Vendor Show, held October 5-8, 2026. The event brought together TeamLogic IT franchisees, vendors and partners for a week of learning, collaboration and connection, culminating in the recognition of the network’s top-performing franchisees.

“One of the things that makes TeamLogic IT so special is the strength of our franchisee community. Our TeamLogic IT franchise owners represent the very best of the managed services industry,” says Richard Lowe, president and CEO of TeamLogic, LLC. “Owners Summit gives us the opportunity to come together, exchange ideas and celebrate what we’ve accomplished as a network. Recognizing our top-performing owners is always a highlight. Their leadership and commitment to delivering high-quality technology solutions are helping drive our network forward and strengthen the TeamLogic IT brand nationwide.”

The sold-out vendor exhibition featured more than 70 leading companies in the technology industry, including Pax 8, the conference’s signature sponsor, Bitdefender, Blackpoint, Cytracom, Sophos, Kaseya, N-able, NinjaOne, Proofpoint, Rewst, Slide and more.

At a closing ceremony, the following awards were presented:

Franchisee of the Year: Arti Dutt – West Northridge, CA

Rookie of the Year: Reese Verschelde and Corey Gisondi – Bryn Mawr, PA

Technician of the Year: Federico Hansen – N. Palm Beach, FL

VIP (Volume Increase Percentage)
Larry Anderson and Tony Anderson – Montgomery, ALSteve Anderson – Johns Creek, GATop 15 (Based on 2025 sales)
Jim Hackett and Andrew Hackett – Woburn, MATodd & Linda Harrell – Morris Plains, NJTodd & Ruth Tolly – Santa Rosa, CAPaul Behrman & Nadia Pukhova – Lake Forest, CACory & Kathleen Boxall – Ashburn, VARob Fallows & Chris Kasten – Phoenix, AZKirk Gramoll and John Halama – Germantown, WICindy McPike, Cameron Nelson, and Jacob Harrington – Salem, ORBob Roloff – Ft. Myers, FLDwight & Allison Blankenship – Columbus, OHRick Higgins – Dunwoody, GADan & Becky Thomas – Durham, NCScott Daniels – Naples, FLEric Summers – Des Moines, IARandall Wilson – Decatur, ALMillion Dollar Club
Kyle Temple – Richmond, VAJeremy Mason – East Madison, WIJoseph & Joyce Tauras – Manchester, NHSandeep Kaushal – Vernon, CTJim & Mikki Young – Lake Arlington, TXSteve & Jamie McGlumphy – Aurora, ILMike Treiser and Danny Ramey – Denver West, COMayank & Jaimini Patel – Niles, ILAllen Chu – White Plains, NY

About TeamLogic IT
TeamLogic IT is a national provider of advanced technology solutions for companies of all sizes. Local offices provide clients with the IT support they need to run their businesses more efficiently by leveraging the latest technology solutions, including managed IT services, cybersecurity, business continuity, cloud, co-managed IT services, managed AI, and consulting and support. With more than 350 independently owned and operated locations across North America, TeamLogic IT helps companies minimize downtime, improve productivity and secure their IT infrastructure. Visit www.teamlogicit.com or www.TeamLogicFranchising.com for more information on the TeamLogic IT franchise network.

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SOURCE TeamLogic, LLC

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Mili and Egnyte Partner to put Client Documents to work in Financial Advice

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The partnership brings Egnyte’s secure content platform and Mili’s AI agents together, so advice firms can deliver more comprehensive, personalized advice at scale.

SUNNYVALE, Calif., Oct. 21, 2026 /PRNewswire/ — Mili, an AI platform for wealth management firms, and Egnyte, a leader in secure content collaboration, intelligence, and governance, today announced a partnership that brings Mili’s AI agents to client documents in Egnyte. Advisors work from a file or a whole client folder alongside data from the firm’s CRM, portfolio and planning systems, under each advisor’s Egnyte permissions.

Kitces Research finds that reviewing client documents is the most common way advisors use AI. Its productivity research puts a new financial plan at 15 to 40 hours of team time.

Advisors use Mili’s agents to model the tax cost of moving a client’s accounts into the firm’s strategy, weigh a rebalance against unrealized gains, summarize a bonus agreement and build a financial snapshot from a statement. The agents link answers to their sources and flag what an analysis may still need.

David Ringler, Managing Director at Onyx Bridge Wealth Group ($1.6B+ AUM), said, “Egnyte and Mili are two valuable pieces of technology in our stack, and bringing them together has changed how our practice runs. Mili’s meeting prep and planning agents have become significantly better with Egnyte data behind them.”

Chirag Gandhi, Co-Founder and CEO of Mili, said, “How many clients an advice firm can serve well has long been capped. It is set by the work of understanding each client’s financial life. Agentic AI is changing that, helping advice firms uplift client capacity by accelerating the delivery of high-quality advice.”

Kyle Blair, Director of Global Financial Services at Egnyte, said, “Egnyte helps financial services firms accelerate critical business operations by turning document-heavy tasks into faster, connected, and revenue-generating workflows. Our partnership enables Mili’s AI agents to securely access and work on customer data within Egnyte for better business outcomes.”

The integration is live for mutual customers. Building on Mili’s work with hundreds of advice firms, it aims to put a firm’s full client knowledge into its advice.

About Egnyte

Egnyte is a leader in secure content collaboration, intelligence, and governance, trusted by more than 23,000 customers to increase employee productivity, drive operational efficiencies, and secure mission-critical content. Egnyte’s AI-powered platform empowers organizations to create, share, and protect their information at scale, with specialized solutions designed to meet the unique needs of organizations in architecture, engineering, and construction (AEC), financial services, life sciences, and other industries. For more information, visit www.egnyte.com.

About Mili

Mili is an AI platform for wealth management firms. Its specialized agents automate advisor workflows across meetings, prospecting, onboarding, planning, data management, document intelligence, and compliance. Mili is SOC 2 certified, ISO 27001 compliant, and works with RIAs and broker-dealers managing $250B+ in client assets. Learn more at getmili.ai.

Media Contact

Chirag Gandhi
chirag@getmili.ai

 

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SOURCE Mili

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QUANTUM CONNECTIONS PROMOTES JAMES “JAMIE” GRIFFETH TO CHIEF OPERATING OFFICER AND DIRECTOR OF THE DIALOGUE TRAINING INSTITUTE

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DALLAS, Oct. 21, 2026 /PRNewswire/ — Quantum Connections® has promoted James “Jamie” Griffeth to Chief Operating Officer. Griffeth joined the organization in September of 2025 as Chief Learning Officer and will continue to serve as Director of the Dialogue Training Institute in addition to his new responsibilities.

Since joining Quantum Connections, Griffeth has focused on the organization’s learning mission. He designed a four-tier practitioner credentialing framework, architected the Quantum Dialogue Profile behavioral assessment, led the migration to a new enterprise learning management system, and built the organization’s localization pipeline—delivering that training in French Canadian with Spanish and Chinese queued as next languages.

Griffeth’s expanded role brings together organizational operations and learning leadership around multiple goals: maintaining the company’s infrastructure in ways that align with its mission, expanding the certified leadership network, and continuing to make dialogue skills easier to access, practice, and apply in everyday life.

“Jamie has earned my complete trust and admiration thorough his exceptional leadership, strategic thinking, and ability to turn vision into execution.” Said Dr. Jonathan Thorp, Chief Executive Officer of Quantum Connections. “When I asked him to success me as Chief Learning Officer, I already knew he was capable of great things. His performance has only reinforced that confidence. I’m delighted to recognize his contribution with this promotion and look forward to partnering with him as we continue building the future of Quantum Connections.”

Griffeth will continue to support Quantum Connections’ mission by preparing the company for sustainable growth while maintaining the quality and consistency of its learning experiences. By linking program delivery to assessments and evidence, Griffeth aims to use technology to expand its reach to more partners and clients, helping them understand how to apply dialogue skills and the outcomes that follow.

About Quantum Connections
Quantum Connections, founded by renowned relationship experts Harville Hendrix, Ph.D., and Helen LaKelly Hunt, Ph.D., leverages over 40 years of expertise to provide individuals and organizations with invaluable relational competency skills rooted in neuro and quantum social sciences. Quantum Connections serves small businesses, large corporations, global faith communities, educational institutions, and community organizations, as well as individuals, couples, and families, offering live and on-demand training, coaching certification, and resources to foster authentic connections through effective communication and skill development.

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SOURCE Quantum Connections LLC

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