CoreStory
Contract Tracker
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CoreStory · Confidential
Contract Tracker
Live from Google Drive · MSAs, NDAs, Order Forms, SOWs & more · stage & renewal data saved on this device
Proposed
New filing convention for contract emails
Every contract email and attachment to Tim & Billy gets filed into a dedicated Drive folder per contract, with a dated subfolder for each redline turn — e.g. ServiceChannel MSA › 6.26.26, 6.24.26. Keeps every version clean and labeled instead of buried in inboxes. Idea from Mike Oristian. Pending decisions: Tim/Billy addresses, Drive location, naming, and run cadence.
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All types NDA MSA Order Form SOW DPA Other
Counterparty Type Status Stage Owner Vers. Last activity Document
CounterpartyTypeRenewal / ExpiryAuto-renewNotice (days)CountdownNotes

By contract type

By status

Activity by month (last modified)

Aging — days since last activity

Ground rules

Clock starts
Once a complete intake is received (deal context + counterparty redlines + relevant playbook/precedent)
Business hours
Mon–Fri excl. US holidays; ET
Coverage during PTO
Named backup reviewer
Escalation path
Email to Tim; mark URGENT for rush
—
Target = intake date + SLA business days (weekends skipped; US holidays not modeled). Fractional-day SLAs round up to the next business day.

On CoreStory paper (business days)

On customer paper (business days)