Contract Operations Engagements Built Around Where You Are
Three distinct formats, each designed for a specific stage in a team's contract operations journey. The right starting point depends on what your organisation currently has in place — and where the pressure is coming from.
Back to HomeOur Approach to Every Engagement
We begin every engagement by listening before proposing. The intake conversation is not a sales exercise — it is a genuine attempt to understand whether our services fit what you need, and if so, which format offers the clearest path to a useful outcome.
Each engagement format is scoped before work starts. This means we agree on deliverables, access requirements, timelines and the specific boundaries of the work in writing before any billable time begins.
Our methodology is process-first: we document the current state carefully before designing any future state. Changes built on an accurate description of reality tend to hold; changes built on assumptions tend to reveal new problems within months.
We treat every engagement as a knowledge transfer as much as a consulting exercise. When the project ends, your team should understand what was changed, why it was changed, and how to continue evolving it independently.
Contract Repository Audit
A focused review of how your existing agreements are stored, categorised and retrieved. This engagement is designed for operations and finance teams who want to understand the state of their current repository before committing to a larger overhaul. It is intentionally narrow — we catalogue, map and report on what exists, then produce a prioritised set of recommendations for what to address first.
The audit excludes substantive review of agreement content. We work with storage locations, file naming, metadata structures and versioning conventions — not the terms of the agreements themselves.
What the Engagement Covers
- Catalogue of all current storage locations — shared drives, email folders, cloud systems
- Identification of duplicate records and version conflicts
- Mapping of naming conventions currently in use
- Assessment of findability — how easy it is to retrieve a specific agreement
- Written audit report with prioritised next-step roadmap
- 60-minute walkthrough session of findings and recommendations
Engagement Process
Best Suited For
- Teams preparing for a CLM software evaluation
- Organisations following a merger or restructure
- Finance teams ahead of an audit or compliance review
- Operations leads who simply do not know what is in the repository
Best Suited For
- Companies of 100–500 staff transitioning from email-based contracting
- Teams where multiple business units have inconsistent contract processes
- Organisations that have selected CLM software but need process design before implementation
- Operations leaders facing a renewal or regulatory deadline that requires visibility into agreements
Contract Workflow Redesign Engagement
An eight-week engagement working alongside your in-house operations team to redesign the end-to-end workflow by which agreements move through your organisation — from the initial request through preparation, circulation, signature, storage and renewal or expiry. This is the most comprehensive engagement format and is suited for organisations that have identified process friction as a genuine operational issue.
The engagement concludes with a written runbook for the operations team, a training session for the staff who will use the new workflow, and a thirty-day follow-up review to assess adoption and address any configuration questions that emerged during roll-out.
What the Engagement Covers
- Current-state workflow mapping across all business units
- Structured stakeholder interviews — operations, finance, legal, procurement
- Target-state process diagram and intake form field design
- CLM software shortlist from five to eight evaluated options
- Initial platform configuration support on selected tool
- Written runbook for operations team
- Training session for operations team (half-day)
- Thirty-day follow-up review call
Eight-Week Schedule
Contract Operations Retainer
A twelve-month retainer giving your in-house operations team a named contract operations advisor available for monthly working sessions, quarterly written reviews and ad-hoc questions on process, tooling and templates. The Retainer is designed for operations leaders who want structured, informed support without bringing on a full consulting firm — and who have moved beyond the initial setup phase into the steadier work of maintaining and improving their contract operations practice.
The retainer covers operational and process matters only. Where substantive review of agreement content is needed, we refer to qualified providers and can help frame the brief for that work.
What the Retainer Includes
- Named advisor available for monthly one-hour working sessions
- Quarterly written review of contract operations progress and recommendations
- Ad-hoc questions via email — responded to within one business day
- Access to the Clause Atlas knowledge base — practitioner-maintained reference library
- Quarterly peer group call with other retainer clients
- Year-end review presentation covering achievements and forward-looking recommendations
- Referrals to qualified legal providers when substantive agreement review is needed
Best Suited For
- In-house operations leaders past the initial CLM setup phase
- Teams that want ongoing support without a full-time advisory firm
- Organisations managing an evolving suite of CLM tools and processes
- Operations leaders who benefit from a structured annual review of progress
Which Engagement Is Right for You?
Use this matrix to match your situation to the appropriate engagement format. If your needs span more than one format, we can advise on sequencing during the intake call.
Shared Standards Across All Engagements
These operating standards apply regardless of which engagement format you choose.
Data Handling
All engagement access to client systems is managed under Singapore PDPA principles. Minimum necessary access only.
Written Scope
Deliverables, timeline, access requirements and scope boundaries are agreed in writing before billable work begins.
Confidentiality
Mutual confidentiality terms are included in every engagement letter. Client information is not shared with third parties.
Scope Boundaries
We do not provide legal advice. Substantive agreement review is referred to qualified providers with appropriate framing.
Engagement Pricing
All prices in Singapore Dollars (SGD). Published in full — no rate cards on request, no variable hourly billing.
Repository Audit
- Intake call + storage catalogue
- Duplicate and version mapping
- Written report + roadmap
- 60-min walkthrough session
Workflow Redesign
- Full workflow mapping + redesign
- CLM tool shortlist + config support
- Written runbook + training
- 30-day follow-up review
Operations Retainer
- Named advisor + monthly sessions
- Quarterly written reviews
- Clause Atlas knowledge base
- Year-end review presentation
Not Sure Which Engagement to Start With?
Tell us briefly about your team's current situation and we will recommend the right format in our response. Most teams start with the Audit and move to the Workflow Redesign — but the right path depends on your timeline and what is already in place.
Send Us an Enquiry