Paid scorecard
Contract Management Data & Technology Assessment
60 Minutes
What it is
Contract data and the systems that store it work together. This scorecard assesses both: the structure and accuracy of your data, plus the maturity of the technology around it. It tells you whether your stack is built for analysis and automation, or whether your contracts are just digital paper in a fancier folder.
Topics covered
- Core Metadata & Data Structure: Accuracy of parties, dates, contract types, and financial terms. - Risk, Obligations & Version Control: Visibility into indemnities, caps, deliverables, and amendment history. - System Foundation & Automation: Stability of your stack and the maturity of intake, routing, and document generation. - Integration & Security: Connectivity to CRM, ERP, and other enterprise systems, plus data protection and usability.
What's included
- ~45 anchored questions, scored 0–4
- Section-by-section readiness diagnostics
- A full readiness report with an executive summary
- OS toolkit: playbook + roadmap, plus the Bedrock Kit
Answers save as you go. We email a magic link so you can resume any time.