Tricks for Non-Lawyers - How to Quickly Review a Contract
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Tricks for Non-Lawyers - How to Quickly Review a Contract

Contracts. Love them or hate them, they’re a major part of business life. So as a non-lawyer, how do you go about quickly and easily understanding their contents?

Here are some things to consider in order to quickly gain a high-level overview of the contract (I'm breaking lawyer-code here, don’t tell anyone!):

  1. What industry does the contract relate to? There are similarities between many contracts in the same industry. So construction contracts generally have similar features to other construction contracts (eg a defects liability period, the concept of practical completion, construction works insurance, a Statement of Requirements/Specification etc). ICT contracts have similar features to other ICT contracts (eg Acceptance).
  2. What type of contract is it? Services contracts are generally similar to services contracts. And so on. So, if you’ve read a services contract before, you’ll have a good idea what will be in this one. For example, a consultancy services contract will have (usually) a fit for purpose clause, PI insurance, milestone payments etc.
  3. Have a quick scan of the TOC. Once you’ve read a few contracts, you can start to identify the more unusual clauses at a glance. Most contracts have standard “boilerplate” clauses which are pretty similar - particularly at the end. You’ll be more interested in the other less usual clauses. For example, any clause with “indemnities” in the title. The Table of Contents give you a quick overview of what unusual clauses are in the contract.
  4. Have a look at the Contract Particulars or Contract Details (often in Schedule 1). Usually, these are the variable terms in a contract - eg the payment clause will say that the contractor gets paid but the Contract Particulars will say what amount the contractor gets paid.
  5. Follow each Contract Particular item back to the relevant clause to see what that clause says. Often, clause numbers are on the left side of the Contract Particulars table.
  6. Check out the documents in the schedules or annexures. These are the technical requirements that say what must be done and to what standard.

The above is a practical way of simplifying the concept of a contract, to make it easier to digest. Obviously, you still need to read it, but the above steps should help you get a bird’s eye view first.

How about you - do you conceptualise and review contracts at a high-level in this way? Or do you have different tricks you'd like to share?

Rhiannon Campbell

Business Development Director - QinetiQ Australia

3 年

Great tips! I also like to scan the contract initially and note all instances of the words "will"/ "shall" and "may" to get an overview of obligations & conditions. There can be a lot, but this is usually where the gotchas are hidden that can easily be huge pitfalls if we're not on the ball.

Peter Knight

The Franchise Accountant | Mastering Cashflow and Profitability for Franchises | Non-Boring Conference Speaker ??

3 年

Great tips Rachelle Hare !

Rachelle Hare

Combined Construction Law, Contracts & Commercial Law + Business Advisory + Management Consultancy ?? 23+ yrs Law & Business ?? I help you solve your Business Challenges!

3 年

An important skill for any owner, manager, contracting or other procurement processional to have!

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