Update a contract record in Ironclad after an amendment
Automatically update an Ironclad contract record after an amendment with Stepwork. A Slack request updates the terms, dates, and value to match what was signed.
- Use case
- Data hygiene & cleanupProcurement
- Best for
- Contract Manager, Legal Operations Manager
- Applications used
Ironclad
Slack
- Business outcome
- Data quality
The problem
The amendment is signed. The record still shows the old terms.
Amendments extend dates, change pricing, and add scope. Once signed, the PDF gets filed, but the contract record in Ironclad keeps the original end date and value.
Renewal alerts fire on the wrong date, spend reports show last year’s number, and anyone checking the repository sees terms that no longer apply.
The outcome
Repository data matches what was signed
Stepwork updates the contract record’s terms, dates, and value in Ironclad to reflect the executed amendment. The run records who asked, which amendment it came from, and the old and new values.
- The request names the executed amendment.
- An amendment that does not match the contract stops the run.
- The Slack reply shows the old and new values.
The process
From executed amendment to an updated record
Legal ops posts the executed amendment in Slack. Stepwork updates the record in Ironclad, in the same order every time.
- Step 1
Request it in Slack
A contract manager posts the executed amendment and the contract it changes in the legal ops channel. That message starts the flow, and Stepwork records who asked and when.
- Step 2
Open the contract record
Stepwork signs in to Ironclad and opens the contract record. If the amendment’s counterparty or contract does not match the record, the run stops.
- Step 3
Apply the amendment
Stepwork updates the terms, dates, and value to match the executed amendment, the same edits legal ops makes by hand.
- Step 4
Confirm and reply in Slack
Stepwork checks the saved record against the amendment, then posts the old and new values back in Slack.
Why Stepwork
The record follows the signature
Stepwork runs the amendment update path you recorded in Ironclad. It only enters executed amendments, so the repository reflects what was signed and nothing else.
Similar use cases
Similar use cases
- Launch a contract workflow from a template in IroncladLaunches the named workflow in Ironclad with counterparty details and key terms filled from the request.
Close user and transfer envelopes in DocuSignCloses a departing user's DocuSign account and transfers their envelopes and templates to a colleague.- Send envelope from template in DocuSignCreates and sends a DocuSign envelope from the named template with recipient details and merge fields filled.
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