Create and manage contractual clauses

Create and track contractual clauses for agreements and alliances with reminders.

Overview

Plan availability: Essential/Advanced
Required user role: Manager

Contractual clauses let you capture and track the legal constraints embedded in an agreement or amendment — such as exclusivity, non-compete, or confidentiality provisions. In Inpart Deal, contractual clauses are a distinct object type, linked to a specific agreement, with their own lifecycle, fields, filters, and milestone integration.

Access Contractual clauses

Open the main navigation bar, and select Legal terms. 

Then, click Contractual clauses on the obligation hub page.

Create a contractual clause

From the Contractual clauses hub, click the Create button at the top right of the page.

A pop-up will open. First, select the related agreement. Note that the agreement must have been previously created. Click Next.

A second window will appear, asking you to select the related document. This is optional. Select the relevant document from the drop-down list and click Confirm, or click Skip.

A new page will open, with the document visible on the left side of the screen and the information to fill in on the right side of the screen. Enter a title and select the clause type.

Once you've selected the clause type, a new set of optional fields will appear:

• Effective date: The date from which the clause is active. It can be aligned with the agreement effective date using the toggle. 
• Expiration date: The date after which the clause expires. It can be aligned with the agreement expiration date using the toggle. If left empty, the clause cannot expire.
• Terminates with agreement: Checked by default. When checked, the clause switches to Terminated if the agreement is terminated, even if a later expiration date is set. Uncheck to keep the clause active after agreement termination.
• Milestone trigger: Links the clause's effective date to a milestone's forecasted date plus a configurable delay in days. When enabled, the effective date is calculated automatically and cannot be edited manually. The expiration date remains editable.
• Contractual clause description: Free-text description of the clause.
• Scope: Defines the dimension along which the restriction applies (e.g. geography, market, asset)
• Exception: Describes any carve-outs or scenarios explicitly excluded from the restriction
• Designated party: Indicates who is responsible: Internal or External.
• Page number: The page number where the clause appears in the contract document.
• Territories: Pre-filled from the agreement if territories are defined there. You can edit this field freely, any country can be selected, independently of the agreement.

You then have the choice to Save and create new, Save and close, or Save and duplicate.

Attachments (files and links) cannot be added at creation. You can add them after the clause has been saved.

Effective and expiration date behavior

The behavior of the date fields depends on whether dates are already defined in the parent agreement.

When the agreement already has dates

• The date field is pre-filled and the toggle is turned on, showing the agreement date.
• If you change the date manually or remove it, the toggle turns off automatically.
• If you switch the toggle off manually, the date field is cleared.

When the agreement has no dates yet

• The date field is empty and the toggle is turned off, showing the text Align with agreement effective date when it is defined.
• You can turn the toggle on so the date is auto-populated when the agreement date is eventually set.
• You can also enter a date directly using the date picker — the toggle remains off in this case.

If a milestone trigger is enabled, the effective date toggle is hidden. The date is calculated automatically from the milestone's forecasted date and the configured delay.

Clause statuses

• Active: The effective date has been reached and the clause currently applies to the agreement.
• Pending: When no effective date is set, or the effective date is set (toggle on or manually entered), but the date is in the future.
• Expired: If an expiration date is set, once the day after the expiration date is reached.
• In dispute: The parties disagree on how to interpret it or whether it's been complied with, and that disagreement hasn't been resolved yet.
• Terminated: When the related agreement is terminated and the Terminates with agreement is set to Yes.

The clause status is automatically set to Active at creation. After creation, you can manually set a clause to In dispute or Terminated. All other status transitions are automatic.

Contractual clauses in the milestone view

When a contractual clause is linked to a milestone trigger, it appears in the milestone view alongside the milestone it depends on. For each clause, you can see the clause name, current status, and the relevant date (effective or expiration, depending on status).

Only clauses that have a milestone trigger configured appear in the milestone view.

Delete contractual clauses

Click the more option button at the top-right of the contractual clause page and select Delete

A confirmation popup will appear. Click Delete.

Email notifications

The clause owner, agreement owner, and alliance owner receive email notifications when:

• The clause status changes.
• The clause is 30 days away from its expiration date.

Notifications are sent immediately when triggered. If you hold multiple roles on the same clause, you receive a single notification rather than duplicates. You can manage your notification preferences to opt out by notification type or globally.