AI workflows for contract administration.

Living with signed agreements: what each side committed to, renewal and notice dates, amendments and the paperwork behind them.

Who does this work

  • Contract administrator
  • Contract manager
  • Commercial manager

2 workflow templates ready to adapt, and 5 workflows identified.

Updated

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Examples of the workflows identified
  1. Review upcoming renewal and notice dates
  2. Trace a clause through the agreement and its amendments
  3. Abstract a signed agreement into its terms, dates and obligationsIllustrative
  4. Assemble the records behind a possible contract noticeIllustrative
  5. Find the paperwork behind a vendor relationshipIllustrative

The workflows identified

Marked illustrative: an example of the work, identified, with no workflow template yet.

Review upcoming renewal and notice datesA list of contract dates coming due, with the notice clause, business owner and anything unconfirmed, so no renewal or notice window is missed. Prepares work for a lawyer. Not legal advice.Workflow templateTrace a clause through the agreement and its amendmentsA dated history of one provision across the base agreement and every amendment, with references, for counsel. Prepares work for a lawyer. Not legal advice.Workflow template
Abstract a signed agreement into its terms, dates and obligationsA sourced summary of what a signed agreement commits each side to, with its key dates and owners, for the team that will run it.Illustrative · not built yet
Assemble the records behind a possible contract noticeA dated event file linking correspondence and site records to the contract clauses and notice provisions that may apply, for the commercial team.Illustrative · not built yet
Find the paperwork behind a vendor relationshipAn inventory of the agreements found for one vendor, with versions, signature status and missing documents.Illustrative · not built yet

Workflow templates

Contract amendment traceBefore a question about a signed contract goes to counsel, the contracts manager has one dated history of the provision that matters: every signed document in order, each version quoted with its document and section, every gap marked, and a list for the lawyer to confirm. It never says which wording controls. Prepares work for a lawyer. Not legal advice.Workflow templateContract renewal and notice registerFrom your signed agreements and amendments, the contracts manager gets a register for counsel to confirm: each term, renewal and notice clause quoted with its section, cancel-by and send-by dates proposed only under counsel's own counting rules, and the windows sorted by proposed send-by date. Nothing is sent. Prepares work for a lawyer. Not legal advice.Workflow template

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Where to go next

All of contractsThe broader area this belongs to, with its workflows.All of legal and contractsEvery area of the function, with workflow templates and examples.Map your team in the PlannerPut this work in your plan, with the roles that do it.

Also within contracts

Other areas of legal and contracts