Contract Management Basics

Lextree is your system of record for contracts and compliance. This walkthrough covers the core of contract management: the Contracts and Counterparties modules, contract documents and attachments, reminders and calendar events, and how an administrator can tailor Lextree to your organization in minutes. You'll see how to: • Find and filter contracts in the contracts registry • Track a contract as a relationship: the original agreement, amendments, SOWs, side letters and notices • Let amendments update key dates automatically • Track obligations and see who is responsible for each one • Set reminders and calendar events from templates • Manage counterparty compliance: insurance, W-9s, licenses, certifications and attestations • Add a contract type and a custom field, then bulk-update records Every module is included in every subscription plan. Chapters 0:00 Introduction 0:35 What this video doesn't cover 1:08 Contract management modules in Lextree 2:01 Advanced modules: employment and treasury 3:08 The contracts registry 5:04 The contract detail page 6:22 Contract documents 7:16 Attaching files 8:15 Dates driven by contract documents 9:39 Obligations 10:50 Calendar, attachments, workflows and timeline 11:59 Setting reminders and calendar events 13:56 The Counterparties module 14:50 Counterparty compliance: insurance, tax, licenses and attestations 17:01 The central calendar 17:58 Customizing Lextree as an administrator 19:24 Adding a contract type 19:57 Adding a custom field 21:01 Seeing the changes as a user 22:14 Bulk-editing records 22:58 Wrap-up