Contracts Module

Track Contracts, Agreements, Leases and Their Deadlines

The optional Contracts Module organizes agreements and other time-sensitive documents together with their parties, terms, documents, events and renewal obligations.

Contract and Lease Records

Dedicated records provide structured fields for contracts, agreements, leases and related legal instruments.

Capabilities include:

  • Contract and lease record types
    Subscribers maintain agreements and leases in record structures designed for those matters.
  • Agreement titles and descriptions
    Each record identifies the agreement and summarizes its purpose or subject.
  • Parties and departments
    Records identify external parties and the internal departments associated with the agreement.
  • Responsible users and contacts
    Attorneys, staff members and other contacts can be assigned responsibility or retained with the record.
  • Status and classification
    Subscriber-defined values organize agreements by status, type and other useful categories.
  • Notes and supporting documents
    Explanatory notes and contract files remain attached to the applicable record.

Key Dates and Terms

Subscribers track the dates and provisions that drive performance, notice, renewal and termination responsibilities.

Capabilities include:

  • Effective dates
    The date on which the agreement becomes effective is maintained as a searchable field.
  • Execution dates
    Records identify when the agreement was signed or otherwise executed.
  • Expiration dates
    The end of the current contract term can generate reporting and reminder activity.
  • Renewal terms
    Renewal provisions document whether and how the agreement continues into another term.
  • Notice periods
    Advance-notice requirements are tracked so the associated deadline can be docketed.
  • Termination provisions
    Termination rights and related dates remain available for review with the agreement.
  • Other subscriber-defined dates
    Custom fields and events support additional contractual dates important to the subscriber.

Events, Deadlines and Reminders

Contract dates can generate events and reminders through subscriber-customizable Auto Docket Templates.

Capabilities include:

  • Custom contract events
    Subscribers define the event names and responsibilities used in their contract workflows.
  • Automated deadline calculations
    Templates calculate deadlines from effective, expiration, notice and other triggering dates.
  • Recurring renewal reminders
    Repeated reminders can provide advance notice before an agreement renews.
  • Notice deadlines
    DocketTrak tracks the final dates for delivering required renewal or termination notices.
  • Responsible-user assignments
    Contract records and events can be assigned to the users responsible for follow-up.
  • Reminder emails
    Automated emails deliver upcoming contract events to selected users.
  • Completion tracking
    Users mark completed events Done and retain the activity in DocketTrak histories.

Documents, Search and Reporting

Contract documents remain attached to their records, while views and search tools help subscribers locate agreements and report on upcoming obligations.

Capabilities include:

  • Contract document attachments
    Executed agreements and supporting files are stored with the corresponding record.
  • Custom Views
    Subscribers choose the contract fields and columns needed for a particular report.
  • Saved Searches
    Frequently used contract criteria can be stored and reused.
  • Upcoming-expiration reports
    Views identify agreements approaching expiration, renewal or notice dates.
  • Excel exports
    Current filtered contract information can be exported for analysis or distribution.
  • Activity Log and audit histories
    Dated activities and record changes provide context about work performed.
  • Client access where authorized
    Authorized client users can receive controlled read-only access to relevant contract information.

Contract Obligations in the Docketing Workflow

The Contracts Module applies DocketTrak’s familiar deadline, document, reporting and audit tools to agreements that require continuing attention.

Related DocketTrak Features

  • Deadline and Reminder Management
  • Documents and Communications
  • Reporting, Search and Dashboards
  • Audit and Data Integrity
  • Client Access and Collaboration

See How DocketTrak Can Help

Explore this optional module with a free DocketTrak trial.

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