01 · Fillable Word file + print-ready PDF · 18 pages
Contract Risk Review Checklist
A pre-signature risk screen for customer agreements, subcontracts, purchase orders, and vendor contracts.
Most contract losses start with a term nobody read closely before signing. This contract risk review checklist gives reviewers one consistent order for working through an agreement, a screen for terms that must be escalated, and a record of what was decided and who approved it. It scales from a small purchase order to a high-value services agreement, whether the contract is on your paper or the other party’s.
Designed for: Contract reviewers, business owners, and project leads screening an agreement before signature.
What’s included
- Review-depth guide and five-step contract review method
- Form 1: Contract Review Checklist covering 18 risk areas, recorded by clause
- Form 2: Material Red Flag Screen
- Form 3: Liability System Worksheet for caps, indemnity, insurance, and damages
- Forms 4–5: Risk Decision Record and Pre-Signature Closeout Checklist
- Individual instructions for each form, including an NDA checkpoint before sharing confidential information
Price: $19.99 USD
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Related contract resources
- Small Business Contract Risk Toolkit — Forms, checklists, and response playbooks for owners who negotiate and sign their own contracts.
- Contract Negotiation Playbook — Issue strategy, fallback positions, sample language, and a workflow for customer and supplier agreements.
- Project Manager Contract Administration Toolkit — Workflows, logs, and templates for managing a contract from award through closeout.
Useful tools, not legal advice
These resources are educational and intended to support internal operational practices. They are not legal advice and do not replace advice tailored to your circumstances. Laws and enforceability vary by jurisdiction and facts. Consult qualified counsel and insurance professionals before relying on sample language or taking action.