Contract Review template
Contracts from request to signature: legal and business review, negotiation, approval and archive, with counterparty, value, renewal date and risk rating.
Legal counsel, contract managers and the business owners who sign.
- 6 views
- 13 fields
- 5 groups
- 13 sample tasks
- 2 milestones
- 5 dependencies
- 5 dashboard widgets
- 8 workflow statuses
- 2 automations
Pipeline · Board view · opens first
What's included
Each contract moves through Request submitted, Initial review, Legal review, Business review, Negotiation, Approval, Signed and Archived. The register records the counterparty, contract value, legal reviewer, business owner, effective and renewal dates, a risk rating and the document link. The Approvals view shows what is waiting on whom, the calendar shows effective and renewal dates, and the review steps for a complex contract run as linked tasks so the signature date is a forecast, not a hope.
Views
- Pipeline (Board)
- Register (Table)
- Approvals
- Key dates (Calendar)
- Review steps (Gantt)
- Dashboard
Task fields
- Status
- Timeline
- Owner
- Impact
- Dependencies
- Counterpartycustom
- Contract valuecustom
- Legal reviewercustom
- Business ownercustom
- Risk ratingcustom
- Approvalcustom
- Documentcustom
- Contract typecustom
Groups
- Customer contracts
- Supplier contracts
- Partner contracts
- Other
- Review steps
Dashboard
- KPIs
- Tasks by status
- Upcoming milestones
- Overdue tasks
- Group progress
Automation
- Notify when a task becomes overdue
- Notify when a task is completed
8 statuses that match the work
Statuses are the board's columns and the filters everywhere else. The one marked complete counts a task as done; edit the list any time.
- Request submitted
- Initial review
- Legal review
- Business review
- Negotiation
- Approval
- Signed
- Archived
5 links, so a slip shows up where it lands
The longest chain in the template. Every link is real: the Gantt draws it, the Impact view scores it, and the simulator moves everything downstream when you delay a task.
- MSA: legal review of liability and data termsReview steps
- MSA: business review of SLAs and pricingReview steps
- MSA: negotiation roundsReview steps
- MSA: executive approvalReview steps
- MSA signedReview steps
Delay MSA: legal review of liability and data terms and Depentra shows the 4 downstream tasks it reaches, the milestones that move, and by how many days, before anyone accepts the slip.
Dashboard: 5 widgets chosen for this work
Not the same dashboard for every template. This one opens with:
Often used alongside Contract Review
Use the Contract Review template
Create your account and this template is already selected on the Create project page. Pick a start date, name the project, and the 6 views are ready. Available on Standard and above.