Contract Lifecycle Management
Matters, contracts and entities, in one system.
Drafting, negotiation, execution, renewal alerts
Explore the specification
YouStatusnot Expired or Terminated or Cancelled
| Contract Number | Title | Account | Contract Type | Status |
|---|---|---|---|---|
| CNT-49891 | Draft cnt-854 | ACC-110 | MSA | Draft |
| CNT-36486 | InternalReview cnt-903 | ACC-110 | SOW | InternalReview |
| CNT-89080 | PendingLegalReview cnt-743 | ACC-150 | NDA | PendingLegalReview |
| CNT-91804 | PendingApproval cnt-995 | ACC-130 | ServiceOrder | PendingApproval |
| CNT-67325 | Approved cnt-168 | ACC-120 | OrderForm | Approved |
| CNT-98498 | PendingSignature cnt-246 | ACC-110 | DPA | PendingSignature |
YouPending
- AS-13448 Pending as-357 13
- AS-35889 Pending as-585 12
- AS-94502 Pending as-451 8
- AS-14722 Pending as-131 16
- AS-54808 Pending as-396 1
AS-13448
- Contract.Title
- Pending as-357
- Contract.Account
- CNT-101
- Contract.ContractValue
- 13,778.58
- Sequence
- 90
- ApproverRole
- Legal
StatusActiveRenewing
YouStatusUpcomingNotifiedNegotiating
StatusOpenOverdueoverdue
StatusSentDeliveredPartiallySigned
YouStatusPendingLegalReviewPendingApprovalApprovedPendingSignature
PendingSignature
| Contract Number | Title | Account | Contract Value | Owner |
|---|---|---|---|---|
| CNT-27113 | PendingSignature cnt-721 | ACC-110 | 40,715.58 | WD |
| CNT-72921 | PendingSignature cnt-762 | ACC-120 | 22,698.35 | TJ |
| CNT-90155 | PendingSignature cnt-211 | ACC-150 | 47,177.27 | DT |
| CNT-49291 | PendingSignature cnt-823 | ACC-110 | 39,982.26 | CE |
| CNT-95274 | PendingSignature cnt-493 | ACC-130 | 37,576.45 | WY |
| CNT-29465 | PendingSignature cnt-939 | ACC-130 | 8,102.28 | SM |
ActiveExpirationDate BETWEEN quarter-startquarter-end
| Contract Number | Account | Contract Value | Expiration Date | Renewal Date |
|---|---|---|---|---|
| CNT-82296 | ACC-140 | 2,195.45 | 09 Sep | 14 Sep |
| CNT-54338 | ACC-130 | 19,404.31 | 29 Sep | 01 Oct |
| CNT-39064 | ACC-140 | 40,936.18 | 19 Sep | 22 Sep |
| CNT-96545 | ACC-150 | 29,526.37 | 20 Sep | 24 Sep |
| CNT-59657 | ACC-110 | 16,209.49 | 10 Sep | 19 Sep |
| CNT-52247 | ACC-110 | 42,184.05 | 19 Sep | 26 Sep |
PendingLegalReview
| Contract Number | Title | Account | Contract Type | Template |
|---|---|---|---|---|
| CNT-93442 | PendingLegalReview cnt-780 | ACC-140 | MSA | CT-3519 |
| CNT-51047 | PendingLegalReview cnt-443 | ACC-110 | SOW | CT-6877 |
| CNT-57340 | PendingLegalReview cnt-448 | ACC-110 | NDA | CT-2617 |
| CNT-79250 | PendingLegalReview cnt-349 | ACC-110 | ServiceOrder | CT-8989 |
| CNT-61936 | PendingLegalReview cnt-381 | ACC-120 | OrderForm | CT-6932 |
| CNT-47473 | PendingLegalReview cnt-529 | ACC-140 | DPA | CT-8479 |
You or YouOpen
| Contract.Contract Number | Contract Clause.Original Clause Ref | Change Type | Proposed By | Resolved At |
|---|---|---|---|---|
| RDL-56281 | CCC-674 | Insert | InternalSales | |
| RDL-92466 | CCC-165 | Delete | InternalLegal | |
| RDL-99166 | CCC-719 | Modify | Counterparty | |
| RDL-67610 | CCC-617 | Insert | InternalSales | |
| RDL-83782 | CCC-959 | Delete | InternalLegal | |
| RDL-11337 | CCC-745 | Modify | Counterparty |
Active = true
| Clause Code | Name | Category | Version | Include By Default |
|---|---|---|---|---|
| CC-336 | Library 661 | Liability | Rev A | no |
| CC-631 | Library 155 | Indemnification | Rev B | ✓ |
| CC-902 | Library 707 | Termination | Rev C | no |
| CC-301 | Library 754 | Confidentiality | Rev D | no |
| CC-875 | Library 182 | Payment | Rev E | ✓ |
| CC-703 | Library 452 | IP | Rev F | no |
Illustrative records generated from the specification. Explore the views to inspect the planned operating model.
Built for your team.
Legal operations teams who run matters and contracts on a record.
- Defined tables
- 19
- Operational views
- 12
- Defined roles
- 6
- Reports
- 7
Defined in the planned system specification.
What’s inside.
Drafting, negotiation, execution, renewal alerts
Matters
Intake, parties and status
Contracts
Clauses, versions and signatures
Entities
Registers, filings and officers
Billing
Time, rates and invoices
Holds
Litigation holds and custodians
Compliance
Obligations, calendars and attestations
- 01Request
- 02Draft
- 03Redline
- 04Approve
- 05Sign
Built for your team
Contract Contract NumberObligation CodeDescriptionObligation Type
SLA
Legal
Contract Manager / in-house counsel. Owns the ClauseLibrary content and version curation, the ContractTemplates catalog content, runs legal review on every Contract that hits PendingLegalReview (and on every modified clause flagged RequiresLegalOnEdit), is the named first step of every ApprovalChain that includes Legal, and approves or counter-proposes redlines.
Contract Contract NumberContract AccountProviderStatus
Adobe Sign
Sales Manager
Line sales manager. Reviews own team's Contracts, expedites approvals (can be the SalesManager step in an ApprovalChain for own team's contracts), supports the Sales Rep through redlines, and gets visibility into the team's renewal pipeline.
Contract NumberTitleAccountStatus
Pending Approval
Sales Rep
Initiates Contracts (typically via contract-from-quote from an accepted Quote in CPQ, occasionally from scratch off a template), drafts and redlines own Contracts, walks them through approval and e-sign, and owns the Active contract through its term and into renewal.
Contract Contract NumberContract TitleContract AccountContract Contract Value
Approver
A named approver inside an ApprovalChain — typically VP Sales, CFO, or CEO; sometimes Procurement on vendor-side contracts. Reads the Contract in scope, decides Approve / Reject with a DecisionRationale, and the chain advances.
Contract NumberAccountContract ValueExpiration Date
Viewer
Read-only role for Finance (reads ContractValue, EffectiveDate, ExpirationDate, RenewalDate, BillingCadence for revenue recognition planning), Procurement (reads vendor-side Contracts only — those where the Account is flagged as Vendor in CRM, scoped accordingly), and exec / board read. Note: the Counterparty Signer (the external person executing the contract) is not a system role — authentication and signature capture are handled by the e-sign provider; this app only stores the recipient identity in ESignRecipients.
Reports and dashboards
Explore what each report measures and the records behind it.
Contract Pipeline & Status Funnel
Count and aggregate ContractValue by Status × ContractType × Account-Owner. Drills from total contracts down to the individual Contract. Surfaces stuck contracts (days in Status > threshold) and the conversion rate from Draft through Active. The CRO and General Counsel's primary weekly view.
Time-To-Sign Cycle
Days from Contracts.CreatedAt to ExecutedDate, broken down by ContractType, Owner, Template, and ContractValue band. Includes time-in-stage averages (Draft, InternalReview, PendingLegalReview, PendingApproval, PendingSignature) so the bottleneck stage is visible. Used by Legal and Sales Ops to tighten cycle time.
Approval Cycle SLA
Per ApprovalSteps row: hours from Status: Pending to Status: Approved / Rejected, vs. SLAHours target. Aggregated by ApproverRole and Approver. Highlights specific approvers (CFO, CEO) whose turnaround is the chokepoint.
Renewal Pipeline & At-Risk
Renewals by Status × ScheduledRenewalDate quarter × Account-Owner. Total renewal value upcoming in next 30 / 60 / 90 / 180 days. Renewals trending Lost (Negotiating > 30 days, no movement) flagged for executive escalation. The renewal motion's command center.
Win/Loss on Renewals
Closed Renewals split by Status (Renewed vs. Lost), with LostReason distribution, by AccountOwner, ContractType, and BillingCadence. Net retention rate (sum Renewed RenewalValue / sum Original ContractValue at risk in period).
Obligation Compliance
ContractObligations by Status (Open, InProgress, Completed, Overdue, Waived) × ObligationType × Owner. Overdue rate per Owner, mean days overdue, and the at-risk SLA list. Used by Legal and Customer Success to keep the company in compliance with its signed commitments.
Clause-Negotiation Heatmap
Per ClauseLibrary entry: count of Contracts where the clause was Modified, count of Redlines opened against it, average days to resolve Redlines on it, and split by ProposedBy (InternalSales / InternalLegal / Counterparty). Surfaces which standard clauses are getting redlined every time (signal that the standard wording needs revision) and which Sales Reps redline the most (coaching signal).
One connected workspace
Contract Pipeline & Status Funneldrill-down
Count and aggregate ContractValue by Status × ContractType × Account-Owner. Drills from total contracts down to the individual Contract. Surfaces stuck contracts (days in Status > threshold) and the conversion rate from Draft through Active. The CRO and General Counsel's primary weekly view.
| Contract Number | Title | Account | Contract Type | Status |
|---|---|---|---|---|
| CNT-49891 | Draft cnt-854 | ACC-110 | MSA | Draft |
| CNT-36486 | InternalReview cnt-903 | ACC-110 | SOW | InternalReview |
| CNT-89080 | PendingLegalReview cnt-743 | ACC-150 | NDA | PendingLegalReview |
| CNT-91804 | PendingApproval cnt-995 | ACC-130 | ServiceOrder | PendingApproval |
- Draft
- InternalReview
- PendingLegalReview
- PendingApproval
- Approved
- PendingSignature
- Active
- Renewing
- Expired
- Terminated
- Cancelled
- ContractNumber
- CNT-49891
- Title
- Draft cnt-854
- Account
- ACC-110
- ContractType
- MSA
- EffectiveDate
- 12 Sep
- ExpirationDate
- 16 Sep
- RenewalDate
- 24 Sep
ownerSales Rep
Go from the big picture to the details behind it. Open any record to see its status, owner and history.
Illustrative records. Connections follow the authored specification.
Controls and automation
System checks
contract-from-quote — appEventTrigger on Quotes (CPQ) Status: Accepted → creates Contracts row with Template auto-selected by Quote attributes, ContractParties pre-seeded, TemplateVariables resolved.
clause-library-application — appEventTrigger on Contracts.record.created → bulk-creates ContractClauses per ClauseLibrary defaults for the contract type.
redline-comparison — code.executor diffs current ContractClauses text against the most recent ContractVersions snapshot, creates Redlines rows per change, freezes a new ContractVersions row on Status transitions.
legal-review-routing — appEventTrigger on Contracts.record.updated (Status: → PendingLegalReview, or any clause Modified AND RequiresLegalOnEdit) → emails Legal queue with Contract link and redline summary.
approval-chain-routing — appEventTrigger on ApprovalSteps.record.updated (Status changes) → advances the next sequential step to Pending and emails the next Approver per the snapshotted ApprovalChain; on chain completion flips parent Contracts.Status: → Approved.
esign-envelope-create — appEventTrigger on Contracts.record.updated (Status: → Approved) → calls e-sign provider API, creates ESignEnvelopes with ProviderEnvelopeID, bulk-creates ESignRecipients from ContractParties, flips Contracts.Status to PendingSignature.
esign-status-webhook — webhookTrigger from e-sign provider (DocuSign / Adobe Sign / Dropbox Sign) → looks up ESignEnvelopes.ProviderEnvelopeID, updates envelope + recipient Status. Idempotency guard: dedupes on ProviderEnvelopeID + EventType + Timestamp so re-delivered webhooks do not double-process.
contract-fully-executed — appEventTrigger on ESignEnvelopes.record.updated (Status: Completed) → flips Contracts.Status: → Active, stamps ExecutedDate, copies SignedPDFURL, creates a Renewals row, emails the executed packet to AccountOwner + Sales Rep + Counterparty.
renewal-reminder — scheduleTrigger daily 06:00 → finds Active contracts where RenewalDate <= today + 90 / 60 / 30 days, advances Renewals to Notified, emails AccountOwner + Sales Manager + Counterparty with the renewal packet.
obligation-tracker — scheduleTrigger daily 07:00 → sends Owner reminders T-14 days on Open ContractObligations, escalates to Owner + Sales Manager + flips Status to Overdue on past-due, plus runs the expiry-on-no-action pass that flips Contracts.Status: Active → Expired for any contract where RenewalDate < today AND no Renewals row in Negotiating / Renewed / Lost.
