# Contract review SOP template ## How to use this template - Fields written as `[fill in: ...]` are blanks — replace each one with the value for your process. - Lines starting with `>` are guidance, not part of the SOP — delete them once you've filled in the real content. - Recording this process in Ledgerium generates a filled-in version of this SOP automatically. ## Document control - Process owner: [fill in: process owner] - Version: [fill in: version] - Effective date: [fill in: effective date] - Last reviewed: [fill in: last reviewed date] - Approved by: [fill in: approver name or title] ## Applies to / Use when > Who uses it: The requester who needs the contract, legal and finance reviewers, and the signatory who approves it. The legal lead owns the procedure and auditors reference it for approval evidence. > When to use it: Use it when onboarding staff who request contracts, standardizing review routing, or documenting an approval control for an audit. - Applies to: [fill in: who this applies to in your organization] - Use when: [fill in: when your team should follow this procedure] ## Purpose > Why the procedure exists and the risk and approval control it enforces. [fill in: purpose details] ## Scope > Which contract types and values the procedure covers, and what is out of scope. [fill in: scope details] ## Roles > Who requests, who reviews at each stage, and who has signature authority. [fill in: roles details] ## Procedure > The ordered steps from intake to a signed, filed contract. [fill in: procedure details] ## Exceptions > How to handle non-standard terms, escalations, and redline disagreements. [fill in: exceptions details] ## Records > What review evidence is kept and where the executed contract is filed. [fill in: records details] ## Worked example — steps from a real recording > Example steps from a real recording — replace with your own. 1. **Intake the request** — Capture the contract, counterparty, and value in the intake system. 2. **Route by type and value** — Send to legal, finance, or both based on the review matrix. 3. **Review and redline** — Reviewers mark up terms and return changes to the requester. 4. **Resolve and re-review** — Negotiate changes and route back until reviewers approve. 5. **Sign and file** — The signatory executes the contract and it is filed for record. 6. [fill in: step] 7. [fill in: step] ## Review checklist — common mistakes to avoid - [ ] Leaving the review matrix out, so routing by type and value is ambiguous - [ ] Documenting a single review pass and omitting the redline loop - [ ] Not naming who holds signature authority at each value ## Limitations of this template A template is a starting structure. Your real review routing and sign-off thresholds are captured best by recording an actual review rather than filling in a blank outline. --- Template: https://ledgerium.ai/sop-templates/contract-review-sop-template · Generated automatically from a real recording, or fill in by hand. Template last updated: June 2026 From Ledgerium recordings: A generated contract review SOP records the redline and re-review loop from a real recording, which is where most signature delay lives and which a single-pass template never captures. See the full recorded workflow: https://ledgerium.ai/workflow-library/contract-review-workflow