Contract Lifecycle Pipeline Template
Drag cards left→right to close every contract
Missed renewal deadlines and scattered approval threads happen when contract work lives across spreadsheets, email, and chat. This Instaboard pipeline keeps intake, drafting, negotiation, signatures, and follow-up on one shared canvas you drag left→right. Each card carries assigned owners, due dates, attachments, and live comments so reviewers act in place. Renewal notice dates stay tagged and visible, letting legal and ops teams stay ahead of obligations without extra spreadsheets. Labels flag urgent executions or high-risk clauses so leadership can jump in fast.
- Move every contract card left→right from intake to renewal in one view
- Surface risk, approvals, and deadlines with labels and due dates
- Attach drafts and evidence inline on the card so stakeholders act immediately
- Assign owners on cards and @mention finance, legal, or security in real time
Kick off requests in Request Intake
Duplicate the locked `Contract Summary Snapshot` card in Request Intake for every new agreement. Fill in counterparty details, annual value, and risk flags so the team sees the context. Tag urgency, executive attention, or security work with the label set before you move on. Attach intake forms or existing MSAs so Legal Drafting has source material ready.
Draft and route approvals
Use the `Approval Routing Checklist` card when you enter Legal Drafting to record who must sign off. Assign owners and due dates on the card so Finance and Security know when to respond. Drop working drafts or redlines in the card attachments so every reviewer sees the files without leaving the pipeline. Ask each reviewer to check off their line on the card or leave a comment before you move it into Internal Review.
Lead negotiation with clear fallback
Create a `Negotiation Log` card in Counterparty Negotiation to track open issues. Add checklist items for each counterparty ask, note your fallback position in the item description, and set a due date for the next call so the card reminds you to respond. Tag high-risk clauses or data processing debates to surface them for leadership. When you drag the card into Internal Review, everyone sees the fallback notes and markup history in the same place, and you can @mention the exec reviewer without losing context.
Lock signatures and schedule renewals
In Signature & Execution, convert action items into tasks like `Send DocuSign packet — Skyline ERP SOW` and assign the owner. Set signature deadlines and attach the final package so countersigners have everything they need. Once the deal is signed, move the card to Obligations & Renewal and duplicate the `Post-Sign Obligations` template. Turn each deliverable into a task with its own due date, add reminder labels such as `Auto-renew`, and keep renewal notice details visible.
What’s inside
Request Intake triage
Log requester context, contract type, and risk flags before legal drafting starts.
Approval matrix micro-templates
Duplicateable cards capture legal, finance, security, and executive sign-offs with assigned owners and due dates.
Negotiation issue tracker
Track counterparty feedback, fallback positions, and next meetings as checklist items with attachments and risk labels.
Signature task lane
Actionable tasks for sending signature packets, uploading PDFs, and driving countersigners.
Renewal and obligation hub
A final column dedicated to renewal notice dates, compliance deliverables, and follow-up owners.
Why this works
- Makes contract status transparent across departments
- Reduces negotiation turnaround by logging decisions in one place
- Prevents missed obligations with visible renewal reminders
- Keeps risk-heavy clauses flagged for leadership review
FAQ
How many teams can collaborate on this board?
Invite legal, finance, security, and business owners to the same pipeline and assign each card so approvals and negotiations stay coordinated.
Can I adjust the stages for my approval flow?
Yes—duplicate or rename stages to match your internal process, then keep the micro-templates to standardize intake, reviews, and obligations.
Does this help with vendor security questionnaires?
Use the `Vendor security review` label, attach security packets or DPIAs directly to the card, and @mention the vendor contact so updates stay in one thread.
What happens after signatures?
Move the card into Obligations & Renewal, duplicate the `Post-Sign Obligations` template, assign owners plus due dates, and filter by the `Auto-renew` label to see upcoming notices.