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Keep the agreement
and the next action together.

A simple contract register for finance and operations teams. One blank table, one fictional example and instructions for keeping source evidence visible.

Download the Excel registerHow to use it

No email required. No macros, external connections or automatic legal-date calculations.

A record you can check.

  1. Use the Blank register tab for your own records. Keep the fictional example separate.
  2. Record the supplier, service, document reference and business owner.
  3. Have an authorised reviewer check the signed agreement and any amendments. Enter the verified dates manually.
  4. Leave uncertain dates blank. Record “Needs review”, what is unclear and who will resolve it.
  5. Assign the next action and review the register as part of your existing operating routine.

The workbook does not send reminders or interpret notice clauses. A populated date is not proof that it has been checked. Record who verified it, when and against which source.

Know which date you are looking at.

Notice deadline

The date by which a required notice must be given under the agreement. Verify the wording, method and recipient; do not infer it from the renewal date alone.

Renewal date

The date a further term may begin. Waiting until this date to start the review may leave too little time to act.

These are operating prompts, not legal advice. Ambiguous or consequential interpretation needs appropriately qualified review.

Choose the next step that fits.

Read the renewal checklistSpreadsheet or software?Explore Renewl →

Next step

Let’s talk about your recurring work.

Choose a time in Calendly to discuss what keeps coming back onto your team’s desk. Any assessment or build is agreed separately.

Arrange a free introductory call →Browse the automation library

Prefer email? stephen@aiclerq.com

Ask Clerq: scripted answers

What does it cost?

Assessment £499 with a two-hour systems walkthrough and report. Simple workflow £995; connected workflow £1,500-£3,000; bespoke work individually quoted. Basic care £150-£250/month; active improvement from £750/month. Scope and final price agreed first.

Where should I start?

Start with a free introductory call. Choose a time in Calendly. The optional £499 assessment includes a two-hour walkthrough of one team and its systems, preparation, a prioritised report and a short follow-up call. A defined build can be quoted directly.

Do you work with Xero / QuickBooks / Sage?

We start with your current tools. We confirm suitable connections, access and file hand-offs before agreeing a build. The Xero example does not establish support for every accounting platform.

Is it safe? Who approves?

Payments, supplier decisions and customer replies stay under human approval. We agree the inputs, secure sharing method, access permissions and responsibilities before work starts. Use only a brief description in the public enquiry form. Do not send confidential records. See our privacy policy for website data handling.

Is my business too small?

Sometimes AI is not worth it yet. If the process is unclear, automating it makes it faster and worse, and we will tell you so. Try the readiness check.