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- Contract Lifecycle Management
- Data model
The tables behind Contract Lifecycle Management
Contract Lifecycle Management ships with 14 tables, grouped here by the feature that uses them. Every record your team works with lives in one of them, and you can add fields and tables in Proto.
- Tables
- 14
- Features
- 7, plus shared settings
- Change it
- Add fields and tables in Proto
How the model is organised
Agreement core
Contracts refers to Counterparties, contract templates, approval chains and team members.
Wording
Contract clauses connects a contract to clause library; Redlines records changes against contract clauses.
Decisions and execution
Approval steps links approvers to contracts; E sign envelopes and operation receipts retain execution context.
Operating term
Contract obligations and Renewals connect due work and next-term decisions to the agreement.
Reference data
Team members and Users support ownership and access.
Every table, by feature
- Contracts11
- Counterparties2
- Templates and clauses5
- Redlines4
- Approvals4
- Execution3
- Obligations and renewals4
- Shared and settings1
- Contracts
The contract record itself: terms, value, dates and lifecycle status.
Linked to Counterparties, Contract templates, Approval chains, Team members - Counterparties
External legal entities on the other side of a contract.
- Contract templates
Reusable contract templates with default terms and governing law.
- Approval chains
Reusable approval chain definitions by contract type and value band.
- Contract clauses
Clauses instantiated on a specific contract from the clause library.
Linked to Contracts, Clause library - Redlines
Tracked change entries raised during negotiation on contract clauses.
Linked to Contracts, Contract clauses - Approval steps
Instantiated approval routing on a contract, one row per approver, with recorded decisions.
Linked to Contracts, Team members, Approval chains - E sign envelopes
Signature envelopes sent for execution and their completion status.
Linked to Contracts - Contract obligations
Post-execution promise register: deliveries, SL as, reporting and payment milestones.
Linked to Contracts, Team members - Renewals
Renewal lifecycle for active contracts approaching expiration.
Linked to Contracts, Team members - Operation receipts
Evidence ledger of operations performed against contracts, with outcome and evidence link.
Linked to Contracts
- Counterparties
External legal entities on the other side of a contract.
- Contracts
The contract record itself: terms, value, dates and lifecycle status.
Linked to Counterparties, Contract templates, Approval chains, Team members
- Contract templates
Reusable contract templates with default terms and governing law.
- Clause library
Governed standard clause wording with risk tiers.
- Contract clauses
Clauses instantiated on a specific contract from the clause library.
Linked to Contracts, Clause library - Contracts
The contract record itself: terms, value, dates and lifecycle status.
Linked to Counterparties, Contract templates, Approval chains, Team members - Redlines
Tracked change entries raised during negotiation on contract clauses.
Linked to Contracts, Contract clauses
- Redlines
Tracked change entries raised during negotiation on contract clauses.
Linked to Contracts, Contract clauses - Contract clauses
Clauses instantiated on a specific contract from the clause library.
Linked to Contracts, Clause library - Contracts
The contract record itself: terms, value, dates and lifecycle status.
Linked to Counterparties, Contract templates, Approval chains, Team members - Clause library
Governed standard clause wording with risk tiers.
- Approval chains
Reusable approval chain definitions by contract type and value band.
- Approval steps
Instantiated approval routing on a contract, one row per approver, with recorded decisions.
Linked to Contracts, Team members, Approval chains - Contracts
The contract record itself: terms, value, dates and lifecycle status.
Linked to Counterparties, Contract templates, Approval chains, Team members - Team members
Internal contract team members who own, approve and sign contracts.
- E sign envelopes
Signature envelopes sent for execution and their completion status.
Linked to Contracts - Contracts
The contract record itself: terms, value, dates and lifecycle status.
Linked to Counterparties, Contract templates, Approval chains, Team members - Operation receipts
Evidence ledger of operations performed against contracts, with outcome and evidence link.
Linked to Contracts
- Contract obligations
Post-execution promise register: deliveries, SL as, reporting and payment milestones.
Linked to Contracts, Team members - Renewals
Renewal lifecycle for active contracts approaching expiration.
Linked to Contracts, Team members - Contracts
The contract record itself: terms, value, dates and lifecycle status.
Linked to Counterparties, Contract templates, Approval chains, Team members - Team members
Internal contract team members who own, approve and sign contracts.
Keys and references
The contract number identifies an agreement for people; the record references connect related work. A contract clause keeps a source library reference while carrying its own current text. An approval step links a named approver and optional source chain. A renewal and each obligation point to the contract they concern. A parent contract reference can connect a later agreement to an earlier one.
Migration order
- Import team members, Users and Counterparties, then verify legal entity names and owner references.
- Add contract templates, clause library and approval chains as reusable source records.
- Import Contracts with their counterparty, template, owner and optional chain references.
- Add contract clauses, Redlines, approval steps and E sign envelopes against the correct contracts.
- Add contract obligations, Renewals and operation receipts with owners, outcomes and evidence links.
Set up Contract Lifecycle Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.