How Much Control Do You Really Have Over Your Contract Process?

What the Contract Workflow Control Check is

The Contract Workflow Control Check is a short, self-guided contract workflow assessment. It asks how you send, store, track and follow up on client agreements today, then returns a Contract Workflow Score out of 20 with a personalized read on where the process may be losing time or visibility. It is a practical workflow review — not a legal, compliance or security evaluation.

Who it is for

Business owners and service professionals who regularly send client agreements — photographers, contractors, consultants, event planners and small teams that handle contract management without a dedicated operations department.

What it evaluates

• Agreement storage: Where do your client agreements usually live after they are sent?
• Status visibility: How do you know which agreements still need action?
• Client-facing branding: What does your client see when they receive an agreement?
• Access control: How much control do you have over document access after sending?
• Link visibility: Can you tell when a signing link was viewed?
• Follow up: What happens when a client has not signed?
• Templates: How do you handle agreements you use repeatedly?
• Version control: If you update a template, how confident are you that old agreements stay unchanged?
• Activity history: How easy is it to see the history of what happened with an agreement?
• Overall workflow: Overall, how would you describe your current contract workflow?

What you receive

• A Contract Workflow Score from 0 to 20.
• One of three result categories: Scattered Workflow, Functional but Fragmented, or Controlled Workflow.
• Personalized notes based on the specific answers you gave.
• A short list of the opportunities most relevant to your current process.

No account is required. You enter your first name and email once, after the last question, to unlock your results.