Contracts with dates, obligations and guarantees in plain view
We review your full contract lifecycle and help you choose where to manage it, before a renewal or a guarantee lapses without warning.
34 questions, result at the end, free of charge.
CLM system: definition and use
CLM stands for contract lifecycle management. It covers drafting from templates, approval, signing, obligations, renewals and expiries.
When it is well integrated, each contract is linked to the customer or supplier, the orders it generates and the guarantees behind it.
Who it is for and when it does not fit
A good fit for
- Companies with service, lease or construction contracts that renew automatically
- Legal teams that review every contract from scratch
- Companies tracking bank guarantees and bonds in a diary
- Contractors with penalties and addenda per project
Not a fit when
- Few contracts a year, without renewals or guarantees: a tidy folder and a calendar are enough
- You only need signatures: the ERP’s e-signature is enough
- The need lies in commercial negotiation: that is a job for a legal or commercial adviser
Cost of renewals discovered too late
Finding the signed version, checking dates by hand and rebuilding obligations takes hours every week. Work out the cost with your own figures.
Example: one in-house lawyer spending six hours a week finding versions and dates. Replace the values with yours.
The estimate shows what the manual task costs today. It is not a savings promise.
Contract lifecycle
A CLM system takes the contract from the legal-approved template, negotiation with version control and signature, through obligations, milestones, guarantees, addenda, renewal and expiry, with alerts to each owner.
Odoo 20 covers signing: in Sign each request moves through To Sign and Signed, and may become Expired. The rest of the cycle is analysed and handled with an integrated CLM.
Contract cycle
- Approved template
- To Sign
- Signed
- In force with milestones
- Renewal or expiry
The method applied to contract management
Diego Muñoz leads every assessment: process and data first, then the tool, in short phases you approve.
Contract inventory
We take a sample of active contracts and record their dates, obligations and guarantees to measure what is missing.
Current circuit
We walk through the drafting, approval and signing of a recent contract, with times and exceptions.
Requirements and options
With that information we compare options: a register in the ERP, a document system with e-signature or a CLM platform.
Integration and vendor
We design the integration with purchasing, sales and payments. The chosen platform is implemented by its vendor.
Deliverables
- Inventory of a contract sample with dates and guarantees
- Approval circuit by amount and type
- Comparison of options with three-year total cost
- Integration design with the ERP
Prerequisites and outputs
Prerequisites
- Inventory of active contracts with counterparty and dates
- Templates and clauses approved by legal
- Approval matrix by contract type and amount
- List of bank guarantees and bonds with bank and expiry
Outputs: repository, calendar and alerts
- Single repository with the signed version
- Calendar of renewals, milestones and penalties
- Guarantee expiry alerts
- Contract linked to the ERP purchase or sales order
Assessment dimensions
This analysis reviews the cycle of your contracts and subcontracts, from model and approval to amendments, billings and bank guarantees. The questions describe practices that can be checked in the office and on site.
What you receive
When you finish, you receive your level in five contract cycle dimensions and the gaps ranked by weight. Each gap shows the first action to close it.
17 scored questions and 12 context questions (type of operation, size, current system). Context questions are not scored: they let us read the result against similar operations.
Market options
We do not implement CLM platforms. We help you decide between solving it with what you have or with a platform, and connect it to the ERP.
Odoo
Odoo Documents, Sign and Subscriptions cover part of the lifecycle: filing, signing and recurring contracts. They do not replace a full CLM platform.
Odoo 20 technical modules
signdocumentssale_subscription
It is assessed on the same criteria as the other options.
Other options
Contract management platforms with templates, approval flows, date and obligation extraction, and built-in signing.
- Icertis
- DocuSign CLM
- Ironclad
- Agiloft
- SAP Ariba Contracts
- Conga Contracts
CLM and e-signature platforms; the list shows no preference.
Selection criteria
- Automatic renewal alerts with configurable lead time
- Bank guarantee register with bank, amount and expiry
- Signature with legal validity in Peru
- Link to the ERP purchase or sales order
Limits of the standard product
CLM implementation
How it is handledWe do not do it: the chosen vendor does, with our coordination
Obligations and milestones in the ERP
How it is handledApproximated with documents, activities and subscriptions; without clause drafting or versioning
Bank guarantees at the bank
How it is handledRecording and alerts live in the system; renewal is handled with the bank
Peruvian localisation
- Digital signature with an INDECOPI-recognised certificate when the contract requires it
- Bank guarantees for public contracts (OECE, Law 32069)
- Penalties and performance guarantees
Assessment, selection and integration
Contract assessment
Sample inventory, current circuit and risks around expiries and guarantees.
Tool selection
Comparison of options by contract volume, signing and integration.
ERP integration
Link between contracts, orders, invoices and payments to track consumption.
Vendor coordination
We support the chosen vendor’s implementation with your requirements in hand.
I assess your contract lifecycle, help you choose the tool and design its integration with purchasing, sales and payments in the ERP. I do not implement contract management platforms; I coordinate with the vendor you choose.
Systems that connect with contract management
The contract is signed digitally, stored in the document manager and feeds procurement, suppliers and sales. The links lead to each system’s assessment.
Before you start
It depends on volume. With a few dozen contracts, a register with alerts in the ERP or a document system is usually enough.
No. We assess, help you choose and integrate with the ERP. The platform is implemented by its vendor.
A digital signature with an accredited certificate has the same validity as a handwritten one. For each contract type, confirm it with your legal adviser.
The online assessment and the 30-minute review are free. Later work is quoted by phase.
Only Diego Muñoz, to prepare the review. They are not shared with third parties.
Start with the online assessment
At the end you see your level and where to start. If you like, we review it in a 30-minute video call with Diego Muñoz.
WhatsApp +51 919 488 260 · damunoz@dmunozgroup.com