Contract workflows
Preparing a Contract Signing Checklist
Most signing errors are avoidable: wrong entity, blank date, missing schedule, unsigned authority. A checklist for the moments before execution.
The final draft looks finished, which is precisely what makes signing dangerous. Attention relaxes, everyone assumes the hard work is done, and the document goes out for execution carrying a blank effective date, the wrong group entity, or a schedule that was never attached. These are not drafting failures; they are process failures, and they are almost entirely preventable with a disciplined pass immediately before signature. A signing checklist is that pass reduced to a repeatable routine, so nothing depends on any one person remembering the right thing at the right moment.
Confirm the parties and their authority
Start with who is actually signing and on whose behalf. The name in the parties clause must be the correct legal entity, spelt and constituted correctly, not a trading name or the wrong company in a group. Then confirm the signatory has authority to bind that entity and that any internal approval the transaction required has been given. A perfectly drafted contract signed by someone without authority is a problem no clause can fix afterwards.
Match the signing copy to the approved version
The single most important check is that the document about to be signed is the document that was approved. Between final negotiation and execution, files are copied, converted, and re-saved, and an earlier version can easily resurface. Before circulating for signature, confirm:
- The signing copy is the last agreed version, verified against the final exchange
- Every negotiated change made it into this file, including schedule edits
- No blanks, placeholders, or bracketed drafting notes remain
- The version being signed is the one being stored as the executed original
Walk the mechanical details
With the right version confirmed, work through the parts that are filled in last and forgotten first:
- The effective date and any commencement or term dates
- All schedules, annexures, and exhibits, present and correctly numbered
- Execution blocks matching the actual signatories and their capacities
- Any witnessing, stamping, or attestation the document itself requires
- Page and initialling requirements, if the parties have agreed them
Treat the execution method as a decision, not a default. Confirm with the responsible team whether wet-ink, counterparts, or an electronic method is appropriate for this document and these parties, rather than assuming the usual approach applies.
Preserve the executed copy cleanly
Once signed, the executed contract becomes the authoritative record and must be protected as such. Store it separately from the drafts, capture every counterpart and signature page, and confirm the complete set, all pages and all attachments, is present and legible. A signed agreement that is missing a schedule or a counterpart is only partly executed, and the gap is far harder to close after the parties have moved on. Keeping the signed original beside a note of the approved version and its date makes any later question about what was agreed quick to answer.
Hand the routine to the process, not to memory
The value of a checklist is that it survives busy days and distracted people. Where a team executes agreements regularly, holding the signing routine and the executed copies in one workspace such as Juniorlawyer, beside the approved version they were checked against, keeps the discipline consistent from one deal to the next. Have the responsible lawyer confirm the final text and the execution method before signature, so the checklist supports judgement rather than replacing it.
A contract signing checklist is the last line of defence against errors that are trivial to prevent and expensive to unwind. Verify the parties and authority, prove that the signing copy is the approved copy, walk every mechanical detail, and preserve the executed original in full. The point is not ceremony; it is to ensure that the document the parties intended to sign is the document they actually signed.