Contract Management

Master the complexities of supplier agreement management with our ultimate guide. Learn how to track compliance, manage expiration dates, and streamline post-execution tasks to optimize contract performance and reduce risks.

Welcome to Lextree! We hope you find Lextree both easy-to-use and effective. There are helps throughout the product. You can always return here for answers to questions.

It can be surprisingly difficult to know when a contract ends. This article explains how to know when a contract ends. Track expiration dates effectively.

This Quick Start Admin Setup will walk you through a few simple steps to get the most out of Lextree quickly. You can change all of these settings any time.

Auto-renewal provisions plague every company. Here are 5 simple steps to stay on top of auto-renewals.

Admin users may review, add and update user accounts at Settings > Users & Groups on the Users tab. You can search for users via the search bar or using the Add Filters option. Click Add to create a new user account. Click on a user’s name to edit their account settings. Click on the Last Updated date for any user to view the history of their account record.

Evergreen contracts create significant risk and opportunity. Learn how to create opportunity and reduce risk from an evergreen contract.

Admin users may review, add and update groups at Settings > Users & Groups on the Groups tab. Groups are assigned to both user accounts and contract records to determine which users can access which records.

You can review and update your account settings by clicking on the My Account link (below the menu bar on the right-hand side of your screen).

Adding a new contract in Lextree is easy. Learn how to get control of your contracts.

Let’s add a simple Non-Disclosure Agreement to Lextree. Lextree will walk us through two steps: 1. Create the contract record and 2. Upload the first document.

The Dashboard panel on the right displays upcoming Alerts and Tasks assigned to the logged in user.

Archived contract and related records may be viewed at View > Archive (Editor users can restore these records to the repository if needed). You may Views archive record details by clicking on the contract’s Parties link. View the record history of any archive record by clicking on the Last Updated date.

From the contract record you can initiate two types of tasks: a single action task, or a task workflow. Tasks are available to Business and Enterprise edition subscribers.

You can manage settings for your own account in Lextree from the My Account link.

There are several types of tasks and related actions. There are three ways to access tasks assigned to you. First, you can click on the link in the email about the task assignment which you received from Lextree Alerts.

The Alerts tab on the contract record page provides an overview of all the alerts related to the contract.

To request approval for a contract amendment in Lextree, navigate to the contract record you want. Select the Tasks tab.

The contract details page for a contract contains a wealth of information and features about the contract.

To see all the documents related to a contract record, simply navigate to the Contract detail page. The first tab displayed by default is the Documents tab.