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Deadlines & Renewals

The Deadlines module gives your team a single view of every time-sensitive date across your entire contract portfolio. Contracts are automatically flagged when they approach expiry so you can renew, renegotiate, or terminate before the window closes.

The Deadlines & Renewals view listing upcoming contract expiry and renewal dates

Accessing Deadlines​

Click Deadlines in the left sidebar.

The Deadlines Dashboard​

The dashboard shows three categorised lists:

Overdue​

Contracts whose expiry date has already passed but have not been terminated or renewed. These require immediate attention.

Expiring Soon (0 – 30 days)​

Contracts expiring within the next 30 days. The exact threshold is configurable per organisation in Settings.

Upcoming (31 – 90 days)​

Contracts expiring in the next 31 to 90 days. Use this window to begin renegotiation or prepare renewal paperwork.

Each row shows: Contract title, counterparty, expiry date, owner, contract value, and a Days remaining countdown.

Configuring Reminder Windows​

Administrators can configure how early reminders are sent:

  1. Go to Settings → Notifications → Deadline Reminders.
  2. Set reminder offsets: e.g. 90 days, 60 days, 30 days, 7 days before expiry.
  3. Choose recipients: Contract Owner, Contract Manager, Department Head, or specific roles.

Auto-Renewal Tracking​

Some contracts include auto-renewal clauses — they renew automatically unless cancelled before a specific date (the notice period). OpenCLM supports tracking these:

  1. On any contract's metadata panel, toggle Auto-Renews.
  2. Set the Notice Period (e.g. "30 days before expiry").
  3. OpenCLM sends reminders at the notice period boundary — giving the owner time to decide whether to cancel or let the contract renew.

When a contract auto-renews:

  • The expiry date is updated automatically (if configured).
  • A new version snapshot is created.
  • The owner receives an "Auto-Renewed" notification.

Taking Action on Expiring Contracts​

From the Deadlines view, clicking a contract opens it in a split-pane with quick action buttons:

  • Mark Renewed — update the expiry date and status.
  • Initiate Renegotiation — clone the contract as a Draft with a link back to the original.
  • Terminate — update status to Terminated with an end date and reason.
  • Extend — add an extension period without creating a new contract.

All actions are logged in the contract's audit trail.

Export​

Click Export (top-right) to download the current Deadlines view as a CSV — useful for presenting to a legal operations team or board.