A guide to ClickUp contract management for 2024

ClickUp is a versatile project management tool. But can it be used to manage contracts? Find out in this guide.

What is Clickup?

ClickUp is a powerful project management platform used by businesses to organize tasks, coordinate projects, and foster collaboration across teams.

By creating tasks in ClickUp, businesses gain insight into ongoing projects, assign responsibilities, and monitor task progress effectively. This same logic can be applied to contract-related tasks, better known as contract management.

However, the process of managing contracts in Clickup can still be tedious without the right tools and integrations in place. While tracking contract-related tasks is simplified by a tool like Clickup, using it in isolation won’t solve the pain points around creating and managing contracts broadly. 

To unlock faster and more efficient workflows beyond tracking, businesses should integrate Clickup with a contract management tool like Juro instead. 

Before we explore what's possible when you integrate Juro and ClickUp, let's uncover what ClickUp alone can achieve from a contract management POV.

How is ClickUp typically used to manage contracts 

1. Make contract requests

​​Commercial teams initiate a task in ClickUp requesting the legal department to either create or review a contract. These tasks typically contain all necessary information to populate the contract, ensuring a smooth handover to the legal team who create the contract. 

2. Assign tasks to stakeholders

ClickUp also notifies other team members when their input is required, keeping everyone in the loop about contracts and their status. 

For example, a sales rep can tag a finance team member for pricing support during negotiations. Similarly, ClickUp can facilitate requests for assistance from the product team regarding software functionalities and security terms for SaaS contracts.

3. Upload and store contracts

Businesses often use ClickUp to upload copies of contracts, providing visibility into contract terms for the wider business. 

While this method ensures structured sharing of contracts, it's important to note that ClickUp doesn’t substitute a dedicated contract repository like Juro, which offers advanced features for storing, filtering, and tracking contracts efficiently. It’s a good starting point, though. 

Is ClickUp an effective tool for contract management?

While ClickUp offers visibility into contract statuses and streamlines communication regarding contract-related tasks, it lacks the extensive features required throughout the contract lifecycle. This often requires businesses to switch between multiple tools, complicating the process further.

For example, ClickUp can facilitate requests, but contracts still need to be drafted separately in platforms like Microsoft Word. Similarly, a separate eSigning tool like DocuSign or Adobe Sign will be required to sign contracts, as this functionality isn’t available in project management tools like ClickUp.

Even a bulk of the tracking happens outside of ClickUp. Although cards for tasks can be tracked in the platform, important datapoints and contract summaries tend to be tracked separately in a spreadsheet of some sort instead, introducing yet another routine admin task for busy in-house legal teams. 

In short: ClickUp is not an effective alternative to a tools that offer the functionality legal and business teams need to manage contracts end-to-end, all in one place.

However, ClickUp can be paired with a contract management solution like Juro to streamline and automate contracting, enabling you to agree contracts up to 10x faster, with no need for repetitive drafting and data entry work.

This is achieved by integrating the two tools through Zapier, which connects them seamlessly with no coding required. Fields in ClickUp are mapped to the relevant smartfields in your contract template, enabling data to move effortlessly from tasks in ClickUp to agreements in Juro, and vice versa.

This unlocks a wide range of possibilities for businesses, enabling them to customize their workflows and drive efficiencies at every stage. Let's explore a few examples.

How to manage contracts in ClickUp and Juro

Juro and ClickUp users commonly use the integration to automate a contract when a new task is added. This is achieved by setting up the Zaps shown below.

As a result, a sales rep can add a new task in ClickUp that captures all of the relevant deal data. This will then prompt a sales contract to be generated in Juro using a predefined template.

The data from the task in ClickUp is pulled through to the template automatically, populating it with the relevant deal data.

Teams can even set up workflows whereby a contract is created automatically when a task's status changes, rather than just when a new contract is added.

This is useful in situations where a task is particularly complex and has levels of approval or discussion before a contract can be created. This gives legal and business teams greater control over when contracts are created, and on what terms.

However, the great thing about Juro's integration with ClickUp is that it works both ways. Updates to a contract in Juro (e.g status changing) can automatically update the task in ClickUp, maintaining a clear stream of communication between tools and stakeholders.

This can be done in a few ways, but the most common is to update the task itself. For example, if you use a contract management template in ClickUp, you could set it up so that the status of the task changes along with the status of the contract in Juro.

Alternatively, you can set up triggers so that a new event in Juro (e.g contract getting signed) automatically adds a comment on the relevant task, notifying stakeholders in finance and customer success that they can begin to onboard new customers.

The best approach depends on how your board is set up in ClickUp, and what you want to track where.

These workflows aren't exhaustive, either. Users can customize their workflows to create new lists, upload attachments, and more. Users can even track time and create subtasks in ClickUp based on activity in Juro.

To find out exactly what's possible, and how you can get started, fill in the form below to speak to a specialist and see the integration in action.