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Tracking client contracts and renewal dates

Contracts that auto-renew or need notice to end are easy to miss. A list of end dates and notice deadlines protects you and the client.

Business3 min readCorvane Ashmoor & Co.

Service agreements, dispatch agreements and retainers often renew automatically unless someone gives notice.

For each contract

  • Client and what it covers.
  • Start and end dates.
  • Whether it renews automatically.
  • How many days' notice is needed to change or end it.
  • The rate, and when it can change.

Plan ahead

Review each contract before its notice deadline: raise the rate, change the scope or renew as is.

Our contract tracker shows each notice deadline and puts it on the back office calendar.

General information, not legal, tax or financial advice.

This article is general information, not legal, tax or regulatory advice. Rules change; confirm current requirements with the responsible agency or a licensed professional.

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