Latest29 September 2026
How do you find every automatic renewal your business has signed?
From the payments, not the contracts folder: recurring debits find the agreements nobody filed and nobody remembers.
One question per post, answered in the first line. Everything here is about how documents are organised, not about what any document means.
Latest29 September 2026
From the payments, not the contracts folder: recurring debits find the agreements nobody filed and nobody remembers.
Archive
15.09.2026
Inventory
Almost certainly more than you think, because the documents a business receives never go through the process the documents it issues do.
01.09.2026
Registers
Counterparty, document and version, both dates, the notice window, annualised value, an owner by role, and where the executed copy lives.
18.08.2026
Governance
Almost certainly at the last event somebody paid an accountant to lodge, which is not the same as the last event that happened.
11.08.2026
Integration
Nothing, usually, which is the problem. Both sets stay live, nobody decides which governs, and the question resurfaces at the next transaction.
28.07.2026
Retention
Longer than you think for some classes and far shorter than you are keeping them for most, and the point of a schedule is that nobody has to decide case by case.
14.07.2026
Ownership
Not automatically the business that paid for it: ownership passes only if the paperwork says so, and for most contractors there is no paperwork.
23.06.2026
Employment
Whatever the person hiring had open at the time, unless you keep an issue log recording what each person was sent and when.
02.06.2026
Transactions
A standard index populated as far as you can honestly go, assembled before anyone asks, because the alternative is assembling it under deadline.
05.05.2026
Registers
Option exercise windows, rent review dates, bank guarantee expiries and make-good triggers. Each with a lead time long enough to actually act on.
14.04.2026
Approvals
Whoever your approval matrix says, and if you do not have one the honest answer is whoever was in the room.
24.03.2026
Variations
It is a single list of every departure from your standard terms that you have agreed to, and you need one as soon as you have agreed to two.
03.03.2026
Versioning
Only if the version is printed inside the document, because the file name and the folder it sits in will both have changed by the time anyone asks.
17.02.2026
Inventory
More than you think, and the number is discoverable in an afternoon by searching sent mail rather than the shared drive.
03.02.2026
Ownership
Almost always nobody, which is why the templates stop changing the day that person leaves and start being copied instead.
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Twelve questions about filing, versioning, ownership and approvals. It takes about four minutes, the result appears on this page, and no contact details are needed to see it.