Use cases by role
Legal: contracts that do not get lost and signatures that hold up
Centralise contracts, track expiries and have the evidence ready if you have to produce it.
Legal work has a hidden half that eats the time: knowing which contracts exist, which is the current version of each, when they expire and where the proof they were signed lives. That is not advising; it is administration. And it is what can be taken off the table.
Contracts: the problem is the version
Whole contracts are almost never lost; what gets lost is knowing which of the four versions that went round by email is the one that was signed. With the contract and its annexes inside one case, and the signature tied to the specific version, that doubt disappears.
Expiries and renewals
A contract with automatic renewal that nobody looked at is an unwanted year. The alert has to arrive with enough margin to decide, not merely to find out: if the notice period is three months, warning in month eleven is useless.
Watch out
Record the notice date as the key date, not the expiry. They are different things and the one that matters for acting is the first.
When you have to produce
What holds an electronic signature up in proceedings is not the PDF: it is the evidence chain and the timestamp, which the other side can verify independently. Having it already assembled is the difference between answering a request in a day or in three weeks.
Frequently asked questions
›Does it help gather KYC documentation?
Yes, it is the same circuit: you request from the client what the rules require, it is dated, and you do not chase it by email.
›Can I sign a power of attorney or minutes remotely?
With the available signature levels, yes for internal and contractual use. Anything requiring a notary still requires one.
›How do I handle annexes and amendments?
In the same case as the main contract, each with its own date. That way you see the whole sequence without opening four folders.
›Can I give read-only access to someone outside the department?
Yes, with the reader role or by sharing that specific case, without granting access to the rest.
A real case
The situation
A request asks for the signed contract with a supplier and all its amendments, with proof of signature.
What you do
- Opens the contract case
- Downloads the signed PDF with its evidence chain
- Attaches both amendments, each with its signing date
What you get
It is answered the same day, and the other side can verify the signatures independently without asking you for anything.
The situation
A contract is signed and filed with no key dates.
What you do
- Records expiries and rollovers with warnings
What you get
Renewals stop surprising anyone.
The situation
A change is agreed by email and never reaches the contract.
What you do
- Files the agreement with the contract
What you get
What was agreed later lives with what was agreed before.
The situation
A clause is hunted across twenty contracts.
What you do
- Searches by content
What you get
It is found without opening them all.
The situation
A signer denies having signed.
What you do
- Provides the document with its evidence
What you get
The signature holds up.
The situation
A contract auto-renews without review.
What you do
- Warns before the rollover date
What you get
Renewal becomes a decision.
This article answers
- contract management with version control
- contract expiry alerts
- sign powers of attorney and minutes remotely
- compile documentation for legal proceedings
- client KYC documentation