Okta, Zoom, and Salesforce: Q2 Renewals Closing July 31
Vendor Updates in This Issue: Okta · Zoom · Salesforce
The bottom line: Three vendors this week that most law firms pay significant money to each year and that almost never receive structured procurement attention at renewal. All three close Q2 on July 31.
Recent Developments
Okta: One Question Worth Asking Before the Next Renewal
Okta: One Question Worth Asking Before the Next Renewal
Okta is the login screen every attorney uses daily, and because it works reliably it rarely gets procurement attention at renewal. The question worth asking before the next one: what does your firm already own through Microsoft? Entra ID P2, which covers comparable SSO, MFA, lifecycle management, and governance, is included in M365 E5 at no additional cost for firms on that tier. The Microsoft Entra Suite is available standalone at $12 per user per month, and any firm evaluating E7 receives it as a bundled component. How much of that overlaps with what a firm is paying Okta for varies by environment. Okta does not publish renewal pricing. Rates are quote-based and respond to competitive context. Okta's October 2023 support system breach, in which a threat actor accessed customer files, remains a factor some firms raise in renewal conversations.
It is worth understanding what your Microsoft entitlement covers for identity before the Okta renewal begins. Firms that run a scoped Entra comparison find it changes the renewal conversation, regardless of which direction the decision goes.
What to Know
A user directory audit before renewal is a straightforward preparation step. Seats tied to departed employees, former laterals, or inactive accounts that are identified before the renewal quote is set reduce the baseline the conversation starts from.
Our Take
For any firm on M365 E5 or evaluating E7, understanding what Entra already covers in the existing Microsoft entitlement is useful context before the Okta renewal begins. Two practical preparation steps: a user directory audit to confirm current seat count, and a scoped Entra review to establish what the Microsoft entitlement covers. Okta's Q2 closes July 31. CCM runs both as part of every identity platform renewal engagement.
Recent Developments
Zoom: A Utility That Has Not Been Priced Like One
Zoom: A Utility That Has Not Been Priced Like One
Zoom is one of the more reliable platforms law firms use, which is why it rarely comes up for review at renewal. The commercial picture has shifted recently. Enterprise pricing increased approximately 45 percent in July 2025 before a partial rollback in February 2026, and renewal uplifts at enterprise volume are expected to remain in the 14 to 18 percent range. Zoom Phone, Zoom Rooms, and add-on AI capabilities are each separately priced, and the total platform cost can reach two to three times the base per-user rate depending on what has been added over time. For firms that also hold M365 licenses, Teams is included at no additional cost. It is worth understanding where each platform is actually used before the next Zoom renewal cycle. Zoom's fiscal year closes January 31 and Q2 closes July 31.
Zoom AI Companion 3.0 is included in all paid plans for standard meeting workflows. If AI features are a factor in tier selection, it is worth confirming what is included versus what requires the Custom AI add-on at $12 per user per month. The distinction is not always clear in the renewal conversation.
What to Know
For firms running both Zoom and Teams, a utilization review before renewal is a useful starting point. Understanding where each platform is actually used answers whether there is consolidation opportunity and provides context that is useful in the renewal conversation regardless of the direction the decision goes.
Our Take
The practical questions before any Zoom renewal are straightforward: what is the firm actually using, what does the full platform cost including add-ons, and how does that compare to what Teams already covers? Answering those questions before the conversation starts tends to produce better outcomes. Q2 closes July 31. CCM structures Zoom renewals around platform utilization, add-on scope, and Microsoft Teams overlap before the renewal conversation begins.
Recent Developments
Salesforce: Understanding What Agentforce Actually Costs Before the Tier Conversation Starts
Salesforce: Understanding What Agentforce Actually Costs Before the Tier Conversation Starts
Salesforce launched Agentforce as a consumption-based AI product in 2024, then moved to a per-user subscription model in September 2025 after significant market pushback on unpredictable costs. Agentforce capabilities are now bundled into higher licensing tiers. For firms on Enterprise Edition at $175 per user per month, meaningful Agentforce access typically requires Unlimited Edition at $350 per user per month. Before that conversation arrives at renewal, it is worth knowing that Enterprise Edition customers can activate Salesforce Foundations at no charge. The plan includes 1,000 Agentforce conversations as a starting point to evaluate what the AI actually covers for the firm's BD workflows before committing to a higher tier. Law firms use Salesforce primarily for business development and client relationship management, and Agentforce is positioned around AI-assisted relationship intelligence and meeting preparation. HubSpot and Microsoft Dynamics 365 are both active in the Am Law market at materially lower per-seat cost.
Activating Salesforce Foundations before agreeing to a tier upgrade is a practical first step. The 1,000 included Agentforce conversations let the firm evaluate what the AI actually covers for its specific BD workflows before committing to the Unlimited tier cost.
What to Know
Salesforce renewals at law firms are often led by BD teams evaluating features rather than procurement evaluating cost structure. Arriving at the renewal with current per-user benchmarks and a clear position on the tier upgrade typically produces better outcomes than arriving without one.
Our Take
The useful starting point before any Salesforce renewal where Agentforce is on the table: activate Foundations, run the 1,000 included conversations against the firm's actual BD workflow, and establish whether the Unlimited tier is genuinely required before the Q2 close pressure builds. Salesforce's Q2 closes July 31. CCM structures Salesforce renewals to address tier economics, Agentforce scoping, and competitive benchmarking before firms enter the conversation.
On Our Radar
On Our Radar
On Our Radar
Cisco: Q4 closes July 26. Cisco's Q4 is one of the earliest in enterprise technology and it is running now. Firms with Cisco Webex, network infrastructure, or security renewals this quarter are negotiating with a sales team at peak quota pressure. Understanding what your firm is actually consuming before the renewal conversation begins is the useful preparation step.
Epiq: eDiscovery and legal administrative services pricing is among the most opaque in law firm operations. Per-GB data processing and per-page document review rates vary significantly by volume, timing, and negotiating posture, and rates established at master agreement inception are rarely reviewed against current market benchmarks. Firms with active Epiq relationships should understand their current per-unit rates before any scope expansion or contract renewal. Consilio, Lighthouse, and Integreeon are all competitive on pricing for comparable services.
Managed Print & Copiers: Most law firm MFP and copier contracts with Ricoh, Canon, Konica Minolta, and Xerox run on three to five year cycles with minimum monthly volume commitments set at signing. Post-2020 print consumption is materially lower at many firms, but those minimums often follow the old baseline. Before the next renewal, it is worth pulling actual monthly volume against the contract minimum. The gap between committed and consumed volume is typically where negotiating room lives.
iManage: ConnectLive 2026 featured AI roadmap announcements and platform direction for Work 10 customers. AI-powered features are being positioned into existing relationships. The question worth asking before the next iManage renewal is which features require a new commercial commitment and which are included in the current agreement. FY December 31.
FedEx / UPS: Shipping, certified mail, and high-volume court document delivery are significant annual cost lines at most law firms and almost never receive structured procurement review. Both FedEx and UPS negotiate volume discount contracts that reset annually, and fuel surcharges, residential delivery fees, and oversize charges compound quietly year over year. Most firms negotiate once and auto-renew. Running a competitive comparison between the two carriers before the next rate card discussion typically surfaces meaningful savings, particularly for firms with high certified mail volume.
Sources
Okta published pricing (okta.com, 2026) · Microsoft Entra ID P2 / Entra Suite published pricing (microsoft.com, 2026) · Okta October 2023 breach / Okta security advisory · Okta FY January 31, Q2 July 31 · Zoom enterprise pricing / CostBench (April 2026) · Zoom AI Companion 3.0 launch (December 2025) · Zoom FY January 31, Q2 July 31 · Salesforce published pricing (salesforce.com, verified April 2026) · Salesforce Agentforce pricing pivot (September 2025) · Salesforce Foundations free tier (salesforce.com) · Salesforce FY January 31, Q2 July 31 · CCM market assessment
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About This Brief
CCM Vendor Intelligence is a bi-weekly market intelligence brief published by Chase Cost Management (CCM), an independent procurement and vendor governance advisor founded in 1998. CCM serves law firms, healthcare organizations, and enterprises evaluating legal tech and infrastructure renewals, and has documented over $3B in client savings. These briefs are written for buyers — general counsel, COOs, CIOs, procurement leaders, and CFOs — who need vendor-specific intelligence ahead of renewal and purchase decisions.