Set up your Workspace

A Workspace contains your team, Matters, Templates, Clause Library, Playbooks, and approval rules. An Admin should complete the initial setup before the team starts drafting contracts.

Add your organization details

Open Settings > Workspace profile. Enter the legal entity name, business address, default governing law, and primary contract contact. Redline can insert these values into Template variables.

Choose Matter conventions

Under Matter settings, choose a default owner, date format, currency, and identifier format. A clear identifier such as RL-2026-0042 makes Matters easier to reconcile with your CRM or finance system.

Configure review defaults

Set the standard counterparty review period and decide whether review links expire automatically. You can override both settings for an individual Matter.

Set renewal rules

Choose the default Renewal Reminder schedule. Many teams use reminders 120, 90, and 30 days before the notice deadline, not the renewal date.

Tip:

Use the notice deadline as the primary renewal trigger. It is usually the last practical date to prevent an unwanted automatic renewal.

Next, invite your team and assign each member the least-permissive role that supports their work.