Contract Management for Legal Counsel

1. Crest
Business Solutions

2. Contract Management System
Contract Management system on the monitoring of business entities for tenancy and financial related
matters including but not limited to contract expiry report, credit rating, business sustainability rate,
auto generation and communication of reminder
Contract Management Application will be used to manage the creation, negotiation, amendment,
signature and data analysis of contracts between Company Entities and there Customers.
It allows Companies to manage more contracts faster and more efficiently, while reducing risk.
• Manage contract assets
• Assets covered by contracts
• Renewals and expiry
• Faster approvals
• Reports

3. Contract
Management Process
In general, workflow for contract management is Create -> Collaborate -> Negotiate -> Sign -> Track -> Renew. This covers every
stage for which a legal/tenancy document is relevant to a business.
Progressively these stages are managed using Contract Management Software - iContract
iContract
CREATE
1. Enter Customer Details in a List
2. Select Agreement Type
3. Save
COLLABORATE
1. Download Draft Agreement or View Online
2. Review and Amend Draft Contract
3. Upload Draft for Team Review and Approval
Agreement
Draft Generated
Negotiate
1. View/Edit/Comment Draft
Agreement
2. Assign to Approvers
3. Incorporate Comments
4. Upload Final Draft
*Document Drafting will be in Word on Desktop Client
** Email Notifications are at every step
*** Configurable Workflow and Agreement Settings
Sign
Print Final Draft
Sign
Print Approval Trail
and send for
Stamping (Physical)
Archive/ Track/ Reports/
Reminders
1. Upload Stamped Document
to Library
2. Set Reminder Frequency and
Notifications

4. Managing Contracts Usecase:
A property Developer having 10k+ tenants

5. Enter Tenant Details

6. Contract Draft Generation
Document will be auto generated once user created an
item in category list
Template
Template
Template

7. Document Template
Details of the
document will
be auto fill
according to
the list

8. Category and
Document template
Comes from
templates
Template Template

9. Document Control Management System

10. Choose Agreement Type
User can download the template based on
the category chosen

11. Your Name Here

12. Assign to Approvers
(can be pre set based on company structure)
Template
Set Approver
based on the
template type

13. Publish Final Document with Approval Trail

15. Email Notification to Requestor

16. Approve/Comment
Click here to enter
the comment
Click the button to approved
of rejected the request

17. Tracking
Transactional TASK FORM
OR
Data submission

18. Reminder

19. Commercial Services Inspection Apps
Compliance tracking and operational transactional task for Business Operations Team
Transactional TASK FORM
OR
Data submission