Contracts & Terms – Master Checklist and Document Index

Start here. One checklist that takes you through the Contracts & Terms pack in the right order – what to do, when, who owns it – with a clickable link to every template, a legal and regulatory map and a full document index.

Editable Word document
11
10pages
Guidance notes included
aml consultancy solutions

Contracts & terms

Contracts & Terms – Master Checklist and Document Index

About this document

What it’s for

The front sheet for the Contracts & Terms pack. It helps a business choose the right contract for each relationship – customers, websites, confidentiality, contractors, suppliers and distributors – and manage contracts through variation, complaints and termination. Each step names the template to use and links straight to the file, and Part 5 maps the main legal requirements to the templates that help you meet them.

When to use it

  • When you set up your standard terms and website legal pages
  • Before each new customer, supplier, contractor or partner relationship
  • When a contract needs changing or ending

What’s inside

The document is laid out in the sections below. Each one comes with a plain-English guidance note explaining what it does and what to change.

  • Part 1 – Your standard terms and website
  • Part 2 – Before you share information or engage others
  • Part 3 – Manage and end contracts
  • Part 4 – The annual review cycle
  • Part 5 – Legal and regulatory map
  • Part 6 – Full document index with a link to every file

How to complete it

  • Unzip the pack and keep all the files in one folder – the links open the other files from that folder
  • Work through the parts in order, then use the annual cycle each year
  • Tick and date each step, name the owner and keep the completed checklist with your records

Key points to check

  • The links only work when this file and the other templates are saved in the same folder – if you move or rename files, use the numbers in the document index
  • Laws change – check the current position before relying on the legal map

Our templates are professionally structured starting points for UK businesses, not legal advice. For anything complex, unusual or high-value, have your final version checked by a solicitor.

Included in the pack

Contracts & terms

£20

for every document in this category

Editable Microsoft Word files

Guidance notes in every document

Written for UK businesses

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