Legal Contracts Library

A dedicated SharePoint library for organizing, managing, and controlling your legal contracts (SOWs, MSAs, NDAs) using Document Sets.

Overview

Structured Contract Documentation: Each contract folder is a Document Set, capturing the full “contract event” (SOW, MSA, or NDA + supporting attachments)
Rich Metadata: Metadata at the Document Set level (e.g., Counterparty Name, Contract Type, Start Date, End Date, Renewal Date, Status) + metadata within each file (e.g., Document Type = “SOW,” “NDA”, “Amendment,” etc.) for full traceability
Supports All File Types: Store Word docs, PDFs, scanned originals, exhibits, amendment logs—everything lives inside the Doc Set
Governance & Audit-Ready: Built to support versioning, approvals (via Power Automate), lifecycle tracking (renewals, expirations), retention, and audit readiness
Enhanced Search & Filters: Surface contracts by key metadata (Client, Effective Date, Contract Type, or Expiration) for fast lookup and reporting

Replaces chaotic file shares and nested folder hierarchies with a centralized, consistent contract repository
Enables fast retrieval of the complete contract “bundle” (all files + metadata) instead of hunting across folders
Offers much better visibility into key contract events – renewals due, expirations upcoming, missing supporting docs
Strengthens compliance, risk-management, and legal oversight through metadata-driven views, alerts, and workflows
Reduces risk of missed renewals or expired agreements through automated alerts and Power Automate reminders
Simplifies the onboarding of new legal staff. Everything is organized by consistent structure and naming conventions