Modern contract handbook: guide to effective contract management

Introduction

Tech can't solve bad drafting

Ken Adams, world leader in clearer contract drafting, shares six lessons to make sure your fundamentals are in place before you even think about contract management services.

Ken Adams is the Head of Adams Contracts, a division of LegalSifter. Alongside his role at LegalSifter, Ken is also the leading authority on contract language.

He regularly speaks and teaches on the building blocks of contract language, and he has also published a book on the matter.

Ken has also held the role of Head of Contracts at Pulse Business, a company backed by LegalZoom.

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Primer

In a nutshell: what is contract management software?

We demystify the jargon that accompanies contract management services, exploring the main business teams that use contract workflow and management platforms.

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Create

Legal design: the experts speak

Make contracts accessible: catch up with some of legal design’s leading lights, including Margaret Hagan, Helena Haapio, Marie Potel-Saville, Lieke Beelen and Stefania Passera.

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Create

Designing for yes: how to create contracts people want to sign

If contracts are the lifeblood of commerce, then it’s important to keep things flowing quickly - so how can you draft a contract that people will be happy to sign?

Verity White is the Founder and Legal Director of Checklist Legal, a service set up to draft contracts and automate legal processes. Before starting Checklist Legal, Verity was Legal Counsel at Telstra for five years.

Verity is passionate about contract drafting and design, and a certified practitioner in human-centred design. In fact, Verity is also an Honorary Senior Fellow at the University of Melbourne where she teaches about contract design and automation.

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Collaborate

How to capture and use contract collaboration data

Every stage of the contract lifecycle creates data, but traditional contract processes lose, mislabel and discard that data. Fixing this could transform legal process forever.

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Collaborate

Approvals: how legal can reduce friction (but keep control)

Lawyers need to review every contract draft and template. Find out how to use approval workflows to make contracts more efficient.

Claire O'Regan is the VP Customer Experience at Nezasa, and she has previously built customer organizations at several rapidly growing startups, including Juro and Auth0. Claire's work has also been recognized through several awards, including as the winner of the Customer Success Leader of the Year award, and as a Women in Tech Award nominee.

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Sign

Is eSignature globally recognized?

What’s the current state of play regarding recognition of eSigning around the world? Find out the relevant legal frameworks in the key jurisdictions.

Jeremy Huitson is a Senior Product Manager at Juro where he works across the editor and collaboration teams.

Before his promotion to Senior Product Manager, Jeremy had a customer-facing role at Juro as Senior Customer Success Manager, with extensive experience in LegalTech as a Legal Engineer earlier on.

Jeremy's legal background started at the University of Oxford where he studied Law (Jurisprudence) and was the President of the College Law Society.

Jeremy also has a qualification in Product Management issued by General Assembly.

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Sign

Mobile-first contracting: a case study

Since 2018, Juro has worked with City Relay to create a mobile-friendly contract process. Find out how we achieved a seamless workflow between mobile and desktop platforms.

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Manage

The 7 best contract metrics to track - and why you need to start

It seems like every legal department has the ambition to be data-driven. But how do you get started and what metrics should you track?

Lucy Bassli is a transactional attorney and legal operations consultant with an extensive background in contract negotiation and legal innovation. She is also the founder of InnoLaw Group. Before starting her own legal services company, Lucy was the Assistant General Counsel of Legal Operations and Contracting at Microsoft, where she was responsible for the corporate contract management system, among many other legal functions. Lucy is also the author of three legal innovation books, and a regular speaker on the topic of legal process outsourcing and contract inefficiencies.

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Manage

Why you need to integrate contracts with the business’ systems of record

It’s a key question for any business trying to make their processes frictionless: how do you make contracts work seamlessly with your other key systems?

Raul Balchin-Qais is a Regional Director at Inforcer, a Series A business. Before joining Inforcer, Raul worked as Head of Revenue Operations at Marketopia, formerly known as Continuity, and was once a Senior Account Executive at Juro.

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Post-signature

Connected contracts

Getting a contract from first draft to signature is the main focus for many. But what happens afterwards? The founder of Clause.io explores the future of contracts.

Peter first founded Clause.io, which was later acquired by Docusign. At the time of acquisition, Peter joined Docusign as Senior Director of Smart Legal Agreements, where he still works today. Alongside his role at Docusign, Peter is also an author in partnership with Oxford University Press. He is also a fellow at the British Computer Society and Stanford Law School.

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