Contract Initiation and Review Process

Contract Initiation and Review Process

The efficiency of any contract process begins with how easy it is to request or kick-off a new contract, and to place the new contract into review. Well-designed system for contract management incorporates tools for contract initiation.

As the starting point of a contract’s lifecycle, it’s important that everything be organized. Contract review software can enable consistent naming and organization of files which is critical. Automating naming and filing procedures, for instance, eliminates guesswork and saves time building a standardized system.

Templates, which are themselves managed documents, are important in this phase to gather facts that drive organization, notifications, and lay the groundwork for the origination process.

Consider electronic forms in place of emails, word documents, or paper templates, to further streamline requests for contracts. eForms gather data directly from requestors and can kick-off procedures automatically without the need for people to manually submit paper documents or send requests by email.

Moving from ad-hoc to standardized contract requests and origination

Key tools

Auto naming and organization

Make document processing a breeze using the built-in Document Profiler tool to quickly categorize files with metadata facts.Learn more »


Document Notifications keep people informed about document changes, routing of documents for reviews and approvals, and more.Learn more »

Template management

Automatically apply the latest version of a template to the appropriate documents.


Make electronic forms and capture form-based information for automated, advanced processing.Learn more »
Guide to better contract management

Read more

Contract management

Improve contract lifecycle management and contract administration.Learn More »

Contract authoring

Harmonize the contract creation and collaboration process.Learn More »

Contract approval

Clear bottlenecks and move contracts through approval processes faster.Learn More »

Contract negotiation

Capture every redlined edit and comment during a negotiation.Learn More »

Contract execution

Digital signatures speed contracts into action.Learn More »

Contract renewal

Avoid missed renewal deadlines and opportunities.Learn More »

Learn more

Be ready for the next audit.

Be ready for the next audit

Automate document control procedures to comply with quality and compliance standards including ISO, FDA, HIPAA, and more.
HR files under control

Employee files under control

Manage employee files, automate workforce procedures, take command of forms, policies, and more.
Project file management

Structured project files

Automate project folder creation, document reviews and approvals, track status over time, and monitor activity through reports.
Manage business operations

Automate business processes

Automate the flow of documents and information to define, optimize, and control repeatable business processes.

Ready for a Contract Management Demo?

Take the first step towards contract management with Document Locator. Request a demo today and discover how our document management solution can help your organization.

Fill out the form to get started.