INSTACONTRACTS.COM — PRE-AGREEMENT CHECKLIST

Educational preparation only. Not legal, financial, tax, or security advice.
Do not send confidential material or credentials to the website.

01. NAME THE PARTIES
Record the actual legal participants and the capacity of proposed signers. Identify who should verify authority instead of assuming the sales contact can commit the organization.

02. DESCRIBE THE INTENDED EXCHANGE
Write the deliverable or asset, quantity, format, price, currency, and dependencies. Mark exclusions and unresolved details before they turn into assumptions.

03. IDENTIFY THE APPLICABLE CONTEXT
List the relevant locations, transaction type, consumer or business setting, regulated activities, and data involved. Ask counsel which requirements and formalities need attention.

04. GATHER THE COMPLETE VERSION
Keep the current agreement, referenced policies, schedules, specifications, and negotiation changes together. Make it clear which documents are drafts and which version is ready for review.

05. MAP AUTHORITY AND PERMISSIONS
Identify who may sign, approve a change, authorize a payment, update a program, or alter configuration. For technical systems, request an implementation-specific control inventory.

06. DEFINE ACCEPTANCE AND PAYMENT
Explain the intended review criteria, payment triggers, invoice process, and decision owners. Have counsel assess the legal effect of the proposed language; do not assume silence means acceptance.

07. FIND THE OUTSIDE DEPENDENCIES
Identify information sources, delivery providers, software components, vendors, and any other party the arrangement needs. Ask what happens when a dependency is missing, wrong, or unavailable.

08. PLAN FOR CHANGES
Describe the approval route and the effect of a change on scope, timing, money, and responsibilities. Where code is involved, keep the legal record and technical behavior coordinated.

09. ASK WHAT HAPPENS WHEN IT FAILS
Work through missed delivery, disputed quality, incorrect data, an unavailable approver, or a security incident. Identify the evidence, contacts, and professional questions needed for the response.

10. TEST THE EXIT
Explain completion, early termination, asset or record return, data export, access removal, and transition assistance. Distinguish a proposed legal right from the operational ability to carry it out.

11. OBTAIN THE RIGHT REVIEW
Bring legal questions to counsel, implementation questions to technical specialists, and individualized financial or tax matters to qualified advisers. Record the scope and limits of each review.

12. KEEP THE USABLE RECORD
Retain the final package and approved changes through an appropriate access and retention process. Assign owners for deadlines, obligations, and review triggers. Never place recovery phrases or private keys in the file.

https://instacontracts.com/resources/
Version: September 12, 2026