Often as necessary as the contract itself are the amendments. Amendments can be used any time you need to make an addition or alteration to the contract that does not substantially alter the original contract.
The contract management capability allows you to record various amendments while retaining the original contract.
How to create an amendment
To add an amendment, navigate to the Amendments tab within a contract and click the
+ Add Amendment button. You'll be able to create a new amendment or link an existing contract as an amendment.
Opting to +Create new enables you to generate a fresh contract file serving as an addendum to the original contract. You can use LawVu's contract wizard or upload the amended version.
Keep in mind that if identical fields exist in both the contract and the amendment, the amendment will automatically populate those fields in the creation form.
You can create and view amendments also from the Related panel icon located at the top right of your screen:
Another option to create an amendment is from any file in the Files tab of a contract by clicking on the ellipses next to the file and selecting 'Create contract from file'.
The amendment contract will automatically inherit the named members on the original contract. Any changes made to the members' list (add or remove) will automatically carry over to the amendment as well.
View related amendments
Explore all records related to your contract by opening the Related panel icon located at the top right of your contract. Here, you can view all amendments linked to your contract and have the option to generate new or link to existing ones:
Viewing amendments from the grid
Amendments can be identified in the grid by the Amendment icon.
Add the Related As column to your Contracts grid using the attribute selector button.
The Related As column indicates whether the contract record was related as an Amendment or as a Statement of Work.
To stop Amendments showing in the grid, use the Related As column or quick filter.
