How to Manage Contract Deadlines and Renewals

To manage contract deadlines and renewals, the registry has to maintain itself. A contract database updated manually is a contract database that is always a few weeks out of date.

Why contract registries decay

Contract data entry is tedious enough that it is postponed, and postponement compounds.

Terms retyped by hand from a PDF
Renewal dates missed because nobody was watching
No count of what is active versus pending renewal
Documents stored apart from the data describing them

What the registry should hold

Field	Source
Contract number	Generated automatically
Type and status	Configurable categories you define
Value and dates	Extracted by OCR from the uploaded file
Both parties	Names and registration numbers, extracted
Internal owner	Who is responsible for the agreement

How to set it up in Jestor

Select the contract type in Jestor — service, lease, supply, or one you add.
Upload the file so it is saved to both the contracts and documents tables.
Let OCR read the document and fill the selected fields automatically.
Configure the automation that notifies you five days before expiry.
Set the rule that changes status to pending renewal on the expiry date.

Why choose Jestor for contract control?

Jestor keeps the document and its extracted data as one record, so the evidence and the metadata never diverge — which is the usual failure mode of a spreadsheet-based registry.

The dashboard shows total, active, inactive, and expiring within thirty days, with a pending renewal list beside it.

Frequently Asked Questions

Which fields does OCR extract?

Value, dates, both parties with registration numbers, object, and owner.

When is the expiry warning sent?

Five days before the date. See jestor.com.

Can I add my own contract types?

Yes, types and statuses are configurable.

Video Tutorial: Step by Step

Check out other practical tutorials on the Jestor YouTube channel.

Get to know Jestor

With Jestor, you can automate workflows, connect teams, and build internal systems your way — all without code and powered by AI. Discover Jestor at jestor.com and see how to take your company's operations to a new level of efficiency and control.

How do you choose an AI tool for professional services operations teams in SMBs?

To choose an AI tool for professional services operations teams in SMBs, look for a platform that combines no-code tables for clients, engagements, and documents with AI features that answer messages, read documents, and summarize data, while keeping professionals in control of advice. In Jestor, these pieces work together,

How do you build a business continuity plan for a services firm?

To build a business continuity plan for a services firm, list critical processes and deadlines, identify risks such as system outages or key person absence, define backup options, assign roles, and test the plan. In Jestor, processes, risks, and actions are connected, so the firm keeps serving clients during disruptions.

What is the best way to run IT security awareness training for staff in a services firm?

A practical way to run IT security awareness training for staff in a services firm is to define short training modules, assign them to all staff, track completion, run simulated phishing tests, and schedule refreshers. In Jestor, staff, modules, and results are connected, so security habits become part of the

How do you route website lead forms to the right team in a services firm?

To route website lead forms to the right team in a services firm, ask for the service and company size in the form, route leads automatically to the right team, set response time targets, record follow-ups, and track conversion by source. In Jestor, forms, leads, and teams are connected,