Begin with a useful boundary

A contract register can become an endless cleanup project if the first goal is “everything”. Start with one business unit, one type of contract or the ten relationships that create the most questions. Choose a scope small enough to finish and important enough to use.

Gather the agreement, not just the PDF

For each relationship, collect the signed main agreement, work orders, appendices and amendments that affect it, and the emails that changed it. In ContractSorted you can upload them together; they’re grouped into one contract and read as one agreement.

Capture the fields that lead to action

A useful register needs the counterparty, type, owner, important dates, value and the documents. Add the few fields your business really uses, a cost center or a project code, and resist adding fields just because you can.

Check what matters, not everything

AI analysis and old spreadsheet entries speed things up, but check the consequential parts: end dates, notice periods, payment terms and the obligations with money or goodwill attached. Every finding in ContractSorted shows its source, so checking is quick.

Decide how new contracts arrive

The useful question after the cleanup is: how does the next signed contract get in? Make it one simple habit, such as forwarding it to your ContractSorted address, and one person who checks what arrives.

Give the work to the people who do it

Assign each commitment to the person who will actually fulfill it, not to whoever filed the contract. Ask them whether it makes sense. Their questions will show you where the register still has gaps.

WORK THROUGH IT

Your checklist

Adapt it to your contracts. Or let ContractSorted do most of it: start free.