Review and sign off a contract

Review a client contract, negotiate changes and get the right version signed.

  1. Get the draft and the client's goals
  2. Read the contract and flag risks
  3. Check the redline (Partner signs off)
  4. Send advice and suggested changes to the client
  5. Trade drafts with the other side
  6. Compare the signing copy against the last agreed draft. Most people forget this: Last-minute edits slip into signing copies; a compare is the only way to catch them before they bind the client.
  7. Confirm who has authority to sign
  8. Get the contract signed by both parties (Client signs off)
  9. File the signed copy and diary renewal dates

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