AI-Driven Contract Reviews for Accelerated Sales Cycle

Empower Sales to Unblock Legal Approval

From MSAs, to NDAs and DPAs, Trusli’s legal AI tech solutions for Salesforce allow the sales team to push through approvals quicker with more advantageous terms without leaving their CRM.

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AI-Driven Contract Reviews for Accelerated Sales Cycle

Empower Sales to Unblock Legal Approval

From MSAs, to NDAs and DPAs, Trusli’s legal AI tech solutions for Salesforce allow the sales team to push through approvals quicker with more advantageous terms without leaving their CRM.

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form

We are a Salesforce partner

Eliminate legal contract roadblocks and close deals faster with a one-click solution that empowers sales reps to instantly reconcile contracts within Salesforce, streamlining the process for legal to get them across the finish line.

Define organization specific legal clauses

AI engine redline contracts

Sales and operations team members are empowered to redline

Define organization specific legal clauses

AI engine redline contracts

Sales and operations team members are empowered to redline

Define organization specific legal clauses

AI engine redline contracts

Sales and operations team members are empowered to redline

Value Proposition

Demo: AI-Powered Sales, Legal & CLM Solutions

Accelerate drafting and review with AI recommendations and pre-approved fallbacks. Streamline negotiations and reduce legal reliance with Salesforce Legal, AI NDA, and AI MSA—all in a self-serve platform.

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Use Cases

Sales MSA

Personas: AE, CRO, Legal

Scenario:

On the last day of the quarter, a sales rep must reconcile redlines on a custom MSA. With the legal team lacking capacity and the CRO pushing for a close, the rep quickly finalizes the document within the Opportunity, sends it for signing, and seals the deal.

Sales DPA

Personas: AE, CRO, CISO

Scenario:

Sales is stalled waiting for InfoSec and engineering on DPA responses. With self-sufficiency in handling boilerplate redlines, reps speed up deals by reconciling contracts and signing via e-signature integration.

Sales Quote

Personas: AE, Legal

Scenario:

Sales process dozens of quotes a week, needs an efficient way to reconcile custom MSA terms on the quote.

Use Cases

Sales MSA

Personas: AE, CRO, Legal

Scenario:

Sales DPA

Personas: AE, CRO, CISO

Scenario:

Sales Quote

Personas: Legal, Procurement

Scenario:

Procurement processes dozens of vendor quotes and contracts each week and needs an efficient way to reconcile custom terms within those documents.

Use Cases

Sales MSA

Personas: AE, CRO, Legal

Scenario:

Sales DPA

Personas: AE, CRO, CISO

Scenario:

Sales is bottlenecked on the InfoSec and engineering groups responding requests for DPA responses. CRO and reps want to achieve self-sufficiency to respond to most boilerplate redline requests, accelerating deal cycles and increasing efficiency. Rep reconciles the document directly on the Contract and uses an e-signature integration to sign and close.

Sales Quote

Personas: AE, Legal

Scenario:

Sales process dozens of quotes a week, needs an efficient way to reconcile custom MSA terms on the quote.

Why We Stand Out

Our Experts

Charlotte Tao

Chief Data Scientist

Charlotte is an experienced AI leader with roles at Uber, Salesforce, Zoox, and Lyft, delivering impactful AI solutions and earning patents. At her previous startup, Trusli, she developed LLM-powered automation for enterprises. Now at Gruve, she uses her expertise to support a broader range of clients.

Daniel Rudman

VP, Customer Experience

Daniel is a seasoned technical leader with 20+ years in B2B SaaS, delivering scalable products and services. Recognized as a top CTO in Productivity Tools, he co-founded Prodly and leads Decisis Consulting. Passionate about tech and engineering, he specializes in Salesforce innovation and efficiency.

Chaitanya Pandya

VP, Customer Experience

Chaitanya is a Salesforce enthusiast with over 16 years of commercial experience in implementing agile Salesforce solutions within Education, Financial Services, Energy, Facilities Services, Retail, Real Estate, New Media sectors and Governments.

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