Operations

Building a Contract Management Workflow for Your Team

A lightweight contract workflow that scales: intake → review → ownership → renewals → alerts → decisions.

1/25/2025
7 min read
Building a Contract Management Workflow for Your Team

The best workflow is the one that gets followed. Keep it simple and make ownership unavoidable.

Step 1: Intake

Centralize new contracts in one place. Avoid inbox-only workflows.

Step 2: Review + extract key terms

Renewal terms, notice windows, and pricing should be structured and searchable.

Step 3: Assign owners + route alerts

Use Slack routing by team so renewals are visible where decisions happen.