/01Docusign CLM, implemented by agent

The integrator quoted $28,000 and three months. Avery delivers the same scope for a fraction of that — in days, not months.

Sequence implements Docusign CLM through an AI agent you supervise. Your workflows, templates, and repository — built in your own environment, with every change diffed and approved by you before it lands.

Start free See how it works
No card required. Every engagement runs in your sandbox first — nothing reaches production without your sign-off.
Typical SI proposal
$20–40K
6–12 weeks · $200–350/hr · change orders extra
Sequence, same scope
A fraction
days, not months · no change orders · full audit record
Full audit record of every action, included. Even when Avery needs several passes
Start Generate MSA DocLauncherActivity Over $250K? VP approval ApproveDocumentsActivity Send for signature SendForSignatureActivity Finish Success True False Failure → routed back for review
A workflow this page's agent can author today: real step types, real edge vocabulary. Modeled exactly as CLM's Advanced Designer runs it.
Days
not months — the agent works continuously in your sandbox
Every change
diffed and approved by you before it lands
0
changes applied without your name on the approval
100%
of agent actions land in an append-only audit record
/02The engagement

A structured engagement, run by an agent. Reviewed by you at every gate.

STEP 1

Describe what you need, in plain English

Your implementation lead interviews you the way a senior consultant would — clarifying processes, approval chains, and edge cases — and turns it into a scoped plan you approve before any work begins.

STEP 2

Watch it built, in your own environment

Work happens in your Docusign sandbox, live on screen: every configuration, every test run, every validation. Each change is verified against the plan before it is presented for your approval.

STEP 3

Approve, go live, and keep us on

You review the change set, run UAT, and authorize promotion to production. After go-live, the same agent stays available for changes and advice — no retainer and no minimum.

PLAN = CONTRACT The plan itself is the contract: once you approve it, the agent executes it step by step and cannot depart from it without your re-approval.
/03The control surface

You see the exact change and its blast radius — before it lands.

Most AI tools free-hand your systems. Sequence can't: the agent's entire action space is a closed set of scoped changes, so a rebuild-everything rewrite isn't just against the rules — it's unrepresentable.

Scoped changes only
"Add a $250K VP gate" arrives as a seven-row diff. The untouched steps stay byte-identical: the agent cannot rewrite what you didn't ask it to touch.
typed mutations · no delete-all, no regenerate
Hard stop at zero
Work that doesn't land isn't charged. When your balance runs out, Avery stops with a clear prompt to add credits — never a running meter, never a warning before you're actually out.
pre-paid credits · no overage · billing in Settings only
Recorded after applied
The diff you approved, who approved it, when, and the step-by-step log of what the agent did, kept for the life of the engagement.
append-only audit record
Approvals — the portalsample engagement data
Add VP approval above $250K
Vendor Renewal workflow · staged by Avery, your implementation lead
+ step "VP approval" ApproveDocumentsActivity
+ rule "Contract value > $250,000"
~ edge Legal review → Send for signature now routes: Legal review → VP approval → Send for signature
Approve — apply in sandbox
7 existing steps untouched — verified against the live workflow before anything is written. Rollback artifact captured first.
/04Security & governance

Designed so the question "is this safe?" has a short answer.

Every claim below describes how the system works today — not a roadmap. Ask us what isn't built yet and you'll get a straight list; we'd rather lose a deal than be wrong about this.

The one-line version
Your credentials never pass through the AI. Your data never trains a model. No change is applied until you approve the exact diff.
/S1

Credentials stay outside the AI

You sign in yourself, in a live browser session you can watch — we never ask for your password and never type one. Credentials are held by the execution layer and never enter the AI's context; the model requests actions, it never sees authentication material. OAuth over passwords wherever the platform allows — revocable by you, instantly.

/S2

Sandbox first, gated promotion

Work starts in your test environment. Nothing is applied until you approve that specific change — you see the exact diff, and the agent can only make the changes it proposed, never a rewrite. Every approval is recorded against your name and the change it authorised.

/S3

An audit record no human team can match

Every change, the diff you approved, who approved it and when, and the step-by-step log of what the agent did are recorded and kept for the life of the engagement. Your implementation stops being tribal knowledge in a consultant's head.

/S4

Your data is not training data

All model traffic runs under enterprise API terms: inputs and outputs are not used for training. Work runs in a managed cloud browser session locked to your platform's domains — never on your machines, and never on a laptop that keeps a copy.

/05Why it costs less

A fraction of what a systems integrator charges — even when the AI needs several passes.

Traditional SIs quote $20K–$150K+ for complex Docusign CLM work — $200–350/hr, change orders on top, months of calendar time. Avery runs the same implementation playbook continuously in your sandbox. AI execution is dramatically cheaper than a human consultant, retries included.

No hourly billing

You are not paying for someone's calendar. Avery works through the scoped plan step by step — the same governed sequence whether it takes one pass or three.

pre-paid credits · hard stop at zero · no overage

No change-order theater

Every amendment is a diff you approve individually. The agent cannot revamp what you didn't ask for — so the scope stays honest without the SI markup on every "small tweak."

scoped mutations · plan-as-contract · audit forever

Usage stays in Settings

Like the tools you already use for AI-assisted work, Sequence never surfaces a running meter in the working experience. Your balance and history live in Settings → Billing; the only in-app signal is a stop when you're actually out.

no calculator · no token counts · no "running low" nags

The SI quote is the anchor

Compare against the $20K–$150K+ proposal on your desk — not against a token spreadsheet. Sequence is built for teams who know what an integrator would charge and want the same outcome without the invoice.

complex CLM: commonly $20K–$150K+ from an SI
/06After go-live

Most integrators leave. Or worse — they offer a retainer.

The incumbent model for post-go-live support is a $19,000–58,000 annual retainer with a one-year minimum. Ours is the same agent you built with: ask a question, request a change, approve the diff. Your implementation lead retains the complete record of how your system was built — so nothing gets lost when the people who built it would normally roll off.

"Add a renewal reminder to our NDAs"
change request · proposed + built, same day
"How do other companies route redlines?"
advisory · a considered answer, not a meeting
"Build a second approval workflow for EMEA"
new workflow · scoped, proposed, built in two passes
/07Early access

Sign up and put Avery to work in your own tenant.

Seats are deliberately limited while we harden the platform. No card required — you get the portal, connect your own Docusign, and see every change before it happens.