Key Takeaways:
- You don’t need 27 metadata fields; you need 8 that actually work.
- A phased cleanup approach is better than trying to fix everything overnight.
- A clean contract repository is a strategy, not a one-time project.
Let’s be honest: your contract repository is probably a mess.
I’ve heard it all:
“I don’t even know where my contracts are, and you want me to tag metadata?”
Between email folders, shared drives, and a CLM implementation that didn’t clean up the past, it’s easy to feel stuck.
I’ve cleaned up 5,000+ contracts as a one-person legal ops team. It wasn’t fancy. It was consistent, strategic work—and it changed how legal supported the business.
Here’s how you can do the same.
1️⃣ Pick the right metadata, not more metadata
Your repository doesn’t need 27 fields you’ll never maintain.
It needs eight that get you what you actually need: – Title – Counterparty – Effective Date – Expiration Date – Renewal Terms – Notice Period – Contract Type – Contract Value
These fields will help you:
- Run renewal and expiration reports
- Answer “Do we have a contract with X?” in seconds
- Track what’s active and upcoming
Start here. Don’t add more until you’re maintaining these consistently.
2️⃣ Clean in batches, not all at once
Trying to clean up everything is why people never start.
Break your cleanup into:
- Contract type (NDAs, MSAs, etc.)
- Date range (start with current and upcoming expirations)
- Business unit or region
Batching makes it manageable and allows you to deliver early wins that build trust with stakeholders.
3️⃣ Stop building folder structures no one clicks
Folders feel organized, but they often hide your contracts in layers no one wants to dig through.
Instead:
- Use clear naming conventions
- Pair them with metadata tagging
- Focus on making your repository searchable
Your future self (and your business partners) will thank you.
4️⃣ Align intake with your repository
If your intake form makes people guess, you’ve already lost.
Capture your eight fields during intake so your repository doesn’t become a mess again. If you’re using a CLM, build workflows that align intake and repository fields. If you’re still using shared drives, consistent naming and intake tracking will still save you headaches.
5️⃣ Maintenance is strategy
A clean contract repository isn’t a “spring cleaning” task. It’s part of your legal ops strategy.
Every month:
- Check recent uploads for accuracy
- Run a renewal report
- Archive expired contracts in a clear, consistent way
Your contract repository should enable reporting, operational visibility, and data-driven decisions, not just store files no one looks at again.
Final thoughts
A clean repository isn’t about perfection.
It’s about enabling your legal team to focus on high-value work, supporting the business, and building credibility for legal as a partner, not a blocker.
If you’re not sure where to start, start with your eight fields. Batch your cleanup. Align intake with your repository. And keep going.
You’ve got this.
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