RenewalNorthMake the decision before the deadline. Talk to us

Resources

Useful material before you hire anyone.

Take the workbook, review the source notes, and improve the workflow internally if that is enough.

Free Excel operating workbook

120-day renewal decision calendar

No email gate. You get 5 practical tabs: a 15-field working register, fictional example data, 5 weekly review questions, and 5 defined metrics.

Download the Excel workbook

Prefer a simple CSV? Download it here

  1. 01Work backward from notice deadline—not renewal date
  2. 02Assign the commercial owner and fallback owner
  3. 03Record renew, renegotiate, or cancel as an explicit decision
  4. 04Keep source-page evidence and escalation history beside the date

Resource library

Move from evaluation to a better operating review.

Guides

Three practical operating guides

Define the boundary, close the review with owners, and keep missing data visible.

Walkthrough

Fictional sample deliverable

Inspect the structure, review states, evidence notes, and acceptance criteria.

Reference

Data profile and glossary

See the accepted fields, exclusions, lifecycle, and domain definitions.

Buyer guide

Compare three operating models

Decide whether to keep the current tracker, use a managed service, or choose a broad platform.

Source-backed decisions

See what shaped the service.

We keep public complaints tied to their source and explain the operational response.

Salesforce · Contract-management systems

A legal operator said tools still need technical administration and disciplined adoption; parallel intake through email and multiple tools created duplication, misses, and confusion.

What we changed: Avoid a broad rollout, return portable data, and route confirmed obligations into tools the business already uses.

Read the source notes

Ironclad · ContractWorks · Jira · Notion

Operators described post-signature work splitting across CLM, email, finance, tickets, calendars, and spreadsheets, with ownership handoffs and quietly expiring rights as brittle points.

What we changed: Focus on source-backed terms, accountable owners, and a decision timeline that syncs outward rather than replacing the repository.

Read the source notes

Renlu · Spreadsheet trackers

A trial user found limits with long, multilingual, multi-file agreements and reported failed extraction for the real-world contract package.

What we changed: Fit-test with messy representative agreements, preserve file relationships, and flag unsupported extraction instead of offering false certainty.

Read the source notes

Read all source notes

A useful first conversation

Want help applying the checklist?

Describe it in general terms. We will tell you which plan fits, what we would need, and where we would draw the line.

Request a fit review Review pricing first