Terms and template libraries
The common failure is not that a company has no terms. It is that it has four sets, all descended from the same original, none of them marked as current, and a sales team that attaches whichever one they have locally.
This engagement collapses that into a single library with a controlled variation process, so departures from standard are visible, deliberate and recorded.
What you get
- A collected inventory of every set of terms currently in circulation
- A single current library with version numbering and a change log
- A variation register recording every negotiated departure, by counterparty
- An approval matrix setting out which roles may agree which departures
- Distribution instructions so the sales process pulls from one source
SNJ Legal does not provide legal advice and does not settle the wording of your terms. The library records and controls what you have decided; deciding it, and assessing what any clause does, sits with your own external adviser.
Questions
Asked and answered
- How do you find the sets of terms we are actually using?
- By searching sent mail across everyone who has ever sent a quote, rather than by opening the folder where terms are kept. The shared drive holds what people saved; sent mail holds what people used, and those are different sets.
- What happens to the old versions?
- They are retained permanently in a location clearly marked as superseded, named by version identifier. Deleting them removes your ability to answer what a customer signed, which is the question the library exists to answer.
- Does this stop our sales team negotiating?
- No. It records what they agree. The variation register makes departures from standard visible and deliberate rather than invisible and accidental, and the approval matrix sets out which roles can agree which departures.
Fee
from$3,900fixed after scopingex GST
- Inventory of terms in circulation
- Library, version scheme and change log
- Variation register and approval matrix
Background
On this problem
03.02.2026
Ownership
03.03.2026
Versioning
24.03.2026
Variations
01.09.2026
Registers
13.10.2026
Versioning
10.11.2026
Transactions
05.01.2027
Variations
16.03.2027
Versioning
Also available
The other engagements
Governance document systems
One authoritative set of governance documents, versioned, with a register that stays current.
Employment document systems
Role-based document sets, issued consistently, with a record of what each person holds.
Property document management
A register of every premises, every document, and every date you cannot afford to miss.