Create a contract from a template
Draft a contract from a template and send it for signature.
Open Contracts
Go to Contracts from the left sidebar. The All Contracts tab shows every contract in your repository. Tap the Templates tab to start from a pre-built structure.
Pick a template
In the Templates tab, browse categories (Confidentiality, Employment, Services, Partnerships, Real Estate, Sales). Tap the template that fits — e.g. Full-Time Employment Contract or Standard NDA — to open it.
Fill in the counterparty details
Enter the Contract Title, the other party's name in Counterparty Name, and choose their type (Individual, Company, Government). Set the Contract Value (₦) if applicable — this powers your contract value reports.
Set the contract dates
Enter the Start Date and End Date. Tick Auto-Renew if the contract should roll over automatically, and set how many days' notice you want (e.g. 30 days) before the Auto-Renewal Notice Days field.
Edit the contract body
The template text loads in the editor. Click any section to edit it — replace the placeholder values (shown in [square brackets]) with your actual terms. You can add clauses from the Clause Library using the Insert Clause button.
Run an AI risk scan
Tap the AI Risk Scan tab and then Run Risk Scan. The AI flags high-risk clauses (shown in red), medium-risk ones (yellow), and missing standard protections. Read each finding and decide whether to accept or address it before sending.
Save as draft
Tap Save Contract. The contract status is Draft — it sits in your repository but hasn't been sent or signed yet. You can share a review link with colleagues or the counterparty before finalising.
Send for signature or activate
When the draft is agreed, tap Send for Signature to collect e-signatures (see the E-Signatures guide), or tap Mark as Active if physical signatures were already exchanged and you're uploading the signed copy.
Set renewal alerts
Once active, the Alerts tab shows upcoming renewal and expiry dates. Tap Set Renewal Reminder on any contract to get a notification before it expires — so you never miss a renewal window.