Contract Reminders

What are contract reminders?

Ironclad help you stay on top of your contractual obligations by sending you email reminders for contracts, whether workflows or records, that you want to be reminded about. This enables you to stay on top of upcoming expirations and renewals, stay informed of large contracts that have been executed recently, and keep tabs on contracts with special obligations.

Email reminders include up to 15 contracts with up to 5 properties for each contract. The emails also include a link to the Dashboard so you can view the complete list of contracts if it exceeds 15.

Which types of contracts can I set up contract reminders for?

You can set up reminders for any set of contracts (both workflows and records) that you can search for on your Dashboard. Once you create the reminder, the search and filters are re-run every week, and the resulting contracts are included in an email reminder.

Who can receive contract reminders?

Contract reminders can only be sent to Ironclad users. Recipients only get reminders for contracts they have permission to view.

You can send contract reminders to:

- Individual users in your company
- Groups in your company
- A specific role within your company, such as Workflow Owner
- User properties on the contract, but only if the email is associated with an Ironclad user

If you want to stop receiving a reminder that someone else created, contact your organization’s Ironclad administrator.

Frequency Schedule

Prompt

Prompt reminders notify users about contract obligations either on a specific date (One time) or when a date-based rule is triggered (One email). If no contracts meet the criteria on a given day, no email is sent.

Date-based rules let you send a reminder a set number of days before or after a date property on each contract in the saved view. This gives recipients the same amount of notice every time.

For example, if a reminder is set to One email 90 days before Expiration Date, recipients receive an email on any day when one or more contracts in the view are exactly 90 days from expiration. The email includes only those contracts.

Periodic

Periodic reminders send users an email digest on a recurring schedule. You can set them to send weekly, monthly, quarterly, or yearly. For each option, you can choose when within that interval the reminder is sent, such as weekly on Tuesdays, and optionally apply a date-based filter to include only contracts that fall within a certain number of days before or after a selected date property.

If a periodic reminder uses a date property, it is sent on the first Monday of the selected period. For example, if a reminder is set to Weekly 90 days before Expiration Date, recipients receive a weekly email every Monday that includes all contracts in the view expiring within the next 90 days.

If no contracts meet the date criteria, recipients still receive an email that says “Nothing to review today!” This confirms that the reminder ran, even when there was nothing to include.

Periodic reminders work best when users need a regular digest of contracts they’d like to by reminded about, especially when they manage a high volume of contracts. Unlike prompt reminders, which can send on different days depending on when contracts meet the rule, periodic reminders combine those notifications into a single scheduled email.

Periodic reminders are best for obligations that allow enough lead time for action. For example, a weekly reminder set for one day before expiration is not recommended, because contracts that expire later in the week may not appear in Monday’s email.

Contract Reminder Examples

Here are a few examples of useful reminders:

• Send a weekly reminder to contract owners with all of their contracts that are expiring or renewing within the next 90 days
• Send a quarterly reminder to the finance team of all vendor contracts over $100,000, executed in the last quarter
• Send a quarterly reminder to the legal team of all contracts that contain a risky obligation, such as an uncapped Limitation of Liability
• Send a prompt reminder exactly 7 days before each MSA is set to expire