Resources
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Checklists, glossary, DMS guide, workflow template and calculator — free, citable resources for contract and document management.
Free to cite with attribution and a link to the source page. Built to be shared, reused and linked from articles, newsletters and training.
Checklist
Contract management checklist
A practical checklist to structure your contract lifecycle: inventory, ownership, approval, deadlines, archiving and oversight.
View and download →Template
Approval workflow template
A ready-to-adapt framework: roles, thresholds, steps, SLAs and rejection criteria to streamline your approvals without weighing down the process.
View and download →Glossary
Contract management glossary
Clear definitions of contract management terms (CLM, SLA, NDA, notice period, automatic renewal…) to get legal, procurement and management on the same page.
View and download →Guide
SMB document management guide
A pragmatic method for moving from shared folders to a document management system that actually helps: goals, filing plan, access rights, workflows and metrics.
View and download →Calculator
E-mail time calculator
Estimate in seconds how many hours and euros your team loses every year searching for contracts and attachments in their inboxes.
Use the calculator →Audit
Document audit checklist
Assess in 30 minutes how mature your document and contract management really is: access, filing, traceability, risks and priorities.
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