What Koho Consulting does

Koho Consulting is a US-based Contract Lifecycle Management (CLM) consultancy founded in 2017 (operational since 2018) and headquartered in Clearwater, Florida, with a 100% North-America-based delivery team operating out of Tampa and Mexico City. The firm provides end-to-end CLM services — readiness assessment, vendor selection, implementation, data migration and extraction, integrations, and ongoing managed services — for legal, procurement, finance, and operations teams at enterprise and mid-market organizations. Koho holds certifications across multiple CLM platforms (Agiloft, IntelAgree, Malbek) and has been recognized as Agiloft Partner of the Year for three consecutive years (2023-2025), with more than 200 completed implementations and a stated 97% implementation success rate.

The firm's core technology stack centers on its proprietary Excerpa tool, a managed benchmark that validates contract data extraction by testing agreed fields against cited source evidence before production migration. Koho pairs this with native connectors and middleware integrations into Salesforce, SAP, DocuSign, Adobe Sign, Workday, and ServiceNow. Its delivery methodology follows a five-stage engagement model (Mobilize, Align, Design, Deploy, Manage) led by senior platform-certified consultants, with three post-go-live managed services tiers (Initiate, Expand, Elevate). Strategic distribution channels include a certified Agiloft implementation partnership, a PROEN partnership that extends implementation capacity, and a Vizient contract that grants negotiated access to US healthcare provider clients.

Revenue is generated through professional services engagements — discrete implementation projects plus recurring managed services retainers — priced per scope via direct consultation. The firm is privately held, founder-led (Marc Doucette, CEO), bootstrapped with no disclosed funding rounds, and serves enterprise customers across 11+ verticals including Subway, Publix, Worley, Smith College, Alameda County, United Way, Gravie, Acadia, Atkins, Cetera, and others. Marketing is community-led through the Contract Heroes podcast, blog content, and LinkedIn, rather than paid acquisition.

Name

Koho Consulting

Legal name

Koho Consulting

Website

https://kohoconsulting.com

Company type

Private

Founded year

2017

Operating status

Operating

Short description

Koho Consulting is a US-based CLM consultancy that helps legal, procurement, and operations teams select, implement, and manage contract lifecycle management platforms — primarily Agiloft — through senior-led engagements and three-tier managed services. The firm has completed 200+ implementations since 2018 and serves enterprise customers across more than 11 verticals.

Ownership category

akta.pro rank

Product category

Management Consulting — Contract Lifecycle Management (CLM) Services

NAICS

Other Management Consulting Services (541618), Administrative Management and General Management Consulting Services (541611), Computer Systems Design and Related Services (54151)

SIC

Services-Management Consulting Services (8742), Services-Computer Programming, Data Processing, Etc. (7370), Services-Computer Integrated Systems Design (7373)

akta.pro primary industry

Contract Lifecycle Management (CLM) & Document Automation (BPAEAPAD)

akta.pro secondary industry

Operations & Process Improvement Consulting (BPAHACAB)

Keywords

• Contract lifecycle management
• CLM consulting services
• Contract management implementation
• Legal operations consulting
• Data migration services

Headquarters

HQ city

Clearwater

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure, Others

Revenue model

1. Professional Services / Consulting: Koho Consulting generates revenue through CLM consulting and implementation professional services. Engagements cover CLM readiness, vendor selection, implementation, data migration, integrations, and managed services. Services are structured as discrete project engagements across six areas, with managed services offered as ongoing retainers in three tiers (Initiate, Expand, Elevate).

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels5 records

Core offering

Koho Consulting is a CLM consultancy that helps enterprise legal, procurement, finance, and operations teams select, configure, implement, migrate data into, integrate, and operate contract lifecycle management platforms such as Agiloft, IntelAgree, and Malbek. Services span six modules — CLM Readiness, Vendor Selection, CLM Implementation, Data Migration & Extraction, Integrations, and Managed Services — delivered by a senior North-America-based practitioner team using a five-stage methodology (Mobilize, Align, Design, Deploy, Manage) and a proprietary benchmark tool called Excerpa for data migration validation.

Product overview

Koho Consulting is a CLM consultancy, not a software product vendor. Its offering is a portfolio of six consulting service modules — CLM Readiness, Vendor Selection, CLM Implementation, Data Migration & Extraction, Integrations, and Managed Services — delivered by a senior North-America-based team. The services span the full contract lifecycle from pre-selection assessment through long-term post-go-live support. Koho also offers Excerpa, a proprietary managed benchmark tool for validating contract data extraction and migration quality before loading into a CLM platform. The firm specializes in Agiloft implementations (3x Partner of the Year) alongside other CLM platforms.

Differentiator

Problem solved

Functional benefit

Brands

• Excerpa: A managed data extraction tool that tests agreed fields against cited source evidence before production delivery, used during CLM migrations.
• Contract Heroes

Products and services

• CLM Readiness Prepares organizations before CLM platform selection by mapping existing contract processes, cleaning up templates and clause libraries, assessing data readiness, and defining requirements that can be taken to CLM vendors. Intended for legal, procurement, and operations teams planning a CLM deployment.
• Vendor Selection Independent, vendor-neutral evaluation service that runs structured requirements gathering, scripted demos, scoring, and reference checks across leading CLM platforms to deliver a defensible recommendation to leadership. Intended for organizations choosing a CLM platform without reseller bias.
• CLM Implementation Configures and launches CLM platforms around clients' real workflows, including configured workflows, templates, role-based permissions, contract data migration, and hands-on user enablement through go-live. Delivered by senior, platform-certified consultants for enterprise and mid-market clients.
• Data Migration & Extraction Moves legacy contract data into new CLM systems with verified, cited extraction — testing representative contracts against agreed fields, reviewing cited results, and preparing validated import files. Powered by Koho's proprietary Excerpa benchmark for accuracy validation.
• Integrations Connects CLM platforms to existing business tools using native connectors and custom middleware, ensuring contract data stays consistent across Salesforce, SAP, DocuSign, Adobe Sign, Workday, ServiceNow, and other enterprise systems.
• Managed Services (Initiate, Expand, Elevate) Ongoing post-go-live support across three tiers (Initiate, Expand, Elevate) covering platform administration, enhancements, user support, and roadmap reviews so CLM systems stay healthy without requiring a full-time internal hire. Offered as ongoing multi-year retainers sized to client needs.
• Excerpa A proprietary managed data extraction benchmark that tests agreed CLM fields against representative, difficult contracts with cited source evidence, reviewing exceptions before production load validation. Used during the migration step of Agiloft and other CLM implementations as a Koho differentiator.

Quantifiable outcome

• 97% implementation success rate
• +3 more outcomes

Named customers15 records

Segments7 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration6 records

AI capability7 records

Feature3 records

Partnerships

Four partnerships are on record, tiered core.

• VizientcoreChannel Partner/ Reseller/ Distributor · 25 June 2026Koho Consulting is on contract with Vizient, the nation's largest provider-driven healthcare performance improvement company. Vizient provider clients now have access to negotiated pricing and terms on Koho's comprehensive CLM consulting and implementation services. This agreement allows Koho to deliver high-impact CLM solutions to Vizient healthcare clients with pre-negotiated terms.
• PROENcoreImplementation/ SI/ Consulting Partner · 18 July 2022PROEN is a subsidiary of Carvewing solutions offering end-to-end CLM implementation services. The partnership combines PROEN's and Koho's CLM experience to help companies streamline contracting processes. PROEN brings legal process outsourcing and implementation expertise including requirement understanding, design, configuration, integration, development, and deployment. The partnership nearly tripled the number of CLM implementors Koho has access to. PROEN also supports Koho beyond go-live for enhancements and admin services.
• AgiloftcoreTechnology or Integration · 1 January 2017Certified Agiloft implementation partner since 2017. Koho is Agiloft, IntelAgree, and Malbek certified. As an independent partner, Koho configures and implements Agiloft platforms for clients without being the vendor's own implementation team. The partnership covers the full implementation lifecycle: readiness, configuration (workflows, templates, roles, approvals), migration (using Excerpa), and adoption support through go-live. Koho is 3× Agiloft Partner of the Year (2023-2025).
• ExcerpacoreOthersExcerpa is Koho Consulting's proprietary managed benchmark tool for contract data extraction and migration. It tests agreed fields against cited source evidence before production delivery, reviewing exceptions before load validation. While not a third-party partnership, it is Koho's own product/tool that serves as a differentiator in the migration phase of CLM implementations.

Scale indicators5 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Wolters Kluwer ELM Solutions: Enterprise legal and contract management software plus implementation services. Broad incumbent in the legal-ops and CLM market with overlapping customers in healthcare, financial services, and government verticals.
• Onit: Enterprise contract lifecycle and legal workflow software vendor with implementation services. Broad incumbent in the same legal-ops software category, often competing for the same enterprise CLM budget.
• Concord (formerly Conga CLM): CLM and contract management platform provider with implementation partner ecosystem. Broad incumbent serving enterprise and mid-market customers across legal, sales, and procurement, with overlapping integration partners (Salesforce, DocuSign).
• Mitratech (TeamConnect + CLM): Legal and compliance technology vendor offering CLM and matter-management software with implementation services. Broad incumbent competing for the same enterprise legal-ops and procurement customers Koho serves.
• Icertis: Enterprise CLM software vendor with its own professional-services and partner ecosystem. Competes in the same CLM selection-to-implementation space Koho addresses, but as a vertically integrated software-plus-services incumbent.
• SirionLabs: Enterprise CLM vendor (now Sirion) with a services-led go-to-market including implementation partners. Competes for the same multi-year enterprise CLM transformation engagements, with broader product footprint than Koho.

Direct peers

• Elevate Services: Legal and CLM consulting firm offering end-to-end CLM strategy, implementation, and managed services to legal departments. Closely comparable in service model (consulting-led, multi-platform, enterprise-focused) and target buyer (legal ops).
• Basking Technologies: CLM-focused consultancy delivering vendor-neutral CLM selection, implementation, and optimization services, including Agiloft expertise. Directly comparable as a boutique independent CLM implementation partner with overlapping methodology and customer profile.
• Agiloft Professional Services: Agiloft's in-house professional-services team that delivers CLM implementations on the same Agiloft platform Koho specializes in. Directly comparable as the incumbent Koho explicitly differentiates against ('independent from Agiloft's own implementation team').

Emerging players

• Epiq (Legal Solutions): Legal-services and technology provider expanding into CLM consulting and managed services for corporate legal departments. Comparable in targeting legal ops buyers, with broader e-discovery and managed-services capabilities competing for Koho's enterprise engagements.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/koho-software

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Koho Consulting