Distribution agreements
Authorised products, territories, exclusivity, restrictions, effective dates and relevant obligations.
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Contract data extraction service · UKContract data extraction & register population
I review commercial agreements, schedules and amendments, extract the fields you need and enter them into a structured dataset. The output can be an Excel register, CSV file or an agreed business system.
Paper and electronic contractsSource clauses recordedAmendments checkedExcel · CSV · agreed system
Who needs it
Information for commercial and operational records
This is contract abstraction for business use: the fields are set by the register or business task, rather than a standard summary of every agreement.
Supply agreements
Price schedules, payment terms, rebates, minimum purchases, delivery conditions and renewal dates.
Customer agreements
Services covered, service levels, exclusions, termination provisions, notice periods and responsibilities.
Other business agreement types can be assessed from a description of the documents and the information required.
Example output · fictional data
One agreement. Several distinct records.
An authorised product, territory and period may need separate linked entries. A single contract summary cannot always represent those relationships.
| Field | Extracted value | Document reference | Status |
|---|---|---|---|
| Authorised product | Industrial pumps | Agreement DA-014, Schedule 2 | Source checked |
| Sales territory | North West England | Schedule 2, clause 2 | Source checked |
| Exclusivity | Non-exclusive | Agreement DA-014, clause 4 | Source checked |
| Permission end date | 31 March 2028 | Schedule 2, clause 5 | Source checked |
| Change of territory | Unconfirmed | Amendment 01, clause 3 | Requires clarification |
The values above are invented for illustration. Actual fields and relationships are defined against the client's documents and intended use.
Scope and delivery
What the assignment includes
01
Review samples and structure
I examine representative agreements and any existing spreadsheet, field list or database records. This is required before full extraction; changes to the structure are agreed with the client.
02
Extract the agreed fields
I review the agreed document set, including schedules and relevant amendments, and record data with source references.
03
Check entries and exceptions
Entries are checked against the source. Conflicting or unsupported items are identified for clarification under the agreed project arrangements.
04
Populate and hand over
I supply the populated file or enter records in an agreed system when access permits. The deliverable includes an exceptions list.
Quotation
What determines the scope
The number and length of agreements, number of amendments, fields required, condition of the sources and desired destination all affect the work involved.
The sample and structure review is a required first stage. Scope, fees, access and acceptance requirements are agreed in writing before work begins.
Paper originals can be reviewed on-site in Greater Manchester by arrangement. Electronic records can be reviewed remotely across the UK under agreed access arrangements.
Questions before purchase
Contract data extraction: common questions
Can you use our existing contract spreadsheet?
Yes. I first check samples of the source agreements against the spreadsheet fields and any existing records. Changes to the structure are discussed before full extraction.
Do we need contract management software?
No. The register can be supplied in Excel or CSV. Direct entry into a CRM, ERP or other system can be agreed separately.
What happens to schedules and amendments?
Relevant documents are included in the agreed source set. Entries can reference the clause or amendment supporting a particular value.
What if the agreements contain conflicting information?
Conflicts are recorded with their sources. The method for obtaining clarification from authorised client staff is agreed for the project; legal or commercial decisions remain with the client.
Can you work with paper contracts at our office?
Yes, on-site work is available by arrangement in Greater Manchester. Original documents can remain at your premises.
If the information must be gathered from staff, correspondence or other records rather than agreements, see business data collection and initial population.
Written enquiries
Request a contract extraction quote
Tell me roughly how many agreements you have, what you need to record and where the resulting data should go. No documents are required with your first message.
Please do not send contracts or confidential records with your initial enquiry. Document access is arranged separately.