Create and Edit Contract Families

Create and Edit a Contract Family from the Dashboard

1. In Ironclad, click the Dashboard tab.
2. Click on the record that you want to create or edit relationships for. The record displays in a panel on the right.
3. Click the Contract family button (indicated by a decision tree icon). The Contract Families panel displays.
   
4. Click Edit.
5. You can add a child contract, add an amendment contract, and delete an existing contract relationship.
6. Once you have made your updates, click Save Changes.

Add a Child Contract

Parent and child records represent a more specific type of contract relationship where the contracts directly reference each other and must be evaluated together. Child records are usually sub-agreements to the parent record. Each parent can have multiple children. Each child can have only one parent.

Child contracts can also be parents to other records, creating a contract family. When a record is a part of a contract family, in addition to the record’s direct parent and child records, you can see the entire contract family.

1. To add a child record, click Add child > Child contract. You can then search for and select the record you want to create a relationship with.
   

Add an Amendment Contract

Parent and amendment records represent a contract relationship where the amendment modifies the original parent contract. A parent can have multiple amendments, but each amendment can have only one parent. When you link an amendment, Ironclad displays a side‑by‑side comparison of changed/new properties where you can select which values roll up to the parent.

For example, if you have an Order Form set to expire in 20 days and you create an amendment, when you link the amendment to the original Order Form, you will have the option to update the renewal date (and any other differing properties) to match the new terms defined in the amendment.

1. To add an amendment, click Add child > Amendment.
   
2. Search for and select the record you want to add as an amendment.
3. The Amended Properties modal displays. Select which properties you want to update in the parent contract. Once selected, these values will become the new source of truth across Ironclad, updating all related reminders, filters, and dashboards. If you ever need to reference the original values, you can easily view them in the record’s Properties section. Currently, only properties, not clauses, can be rolled up. Workflow metadata (such as Time in Review, Signature Date, AI Prediction Date, etc.) are hidden because they are not typically amended. Of the lifecycle preset properties that affect contract status, only Expiration Date is supported for rollup at this time.
   
4. Click Save.

Delete an Existing Contract Relationship

1. To delete an existing relationship, click the three stacked dots located to the right of the record. Click Remove contract. If you try to remove an amendment that has rolled-up data, a reminder will appear before the amendment is removed.