Birdseye CLM Tracker

Contract support request

Send a complete request to the contracting team

Use this portal for new agreements, amendments, renewals, SOWs, clinical trial matters, terminations, and other contract support needs.

1 Submit details 2 Upload materials 3 Team triage

Requester

Required for follow-up and ownership

Your name Your email Business unit Birdseye point of contact

Contract request

Core metadata used by the tracker

Request title Agreement type Matter type Priority Paper source Desired completion date Contract amount Contracting entity Short description

Counterparty and study details

Use exact legal names where available

Counterparty legal name Counterparty type Study name Site name CRO name Start date End date Additional notes

Documents

Upload counterparty paper, templates, approvals, or supporting material

Document type Choose files or drag them here Accepted examples: intake request, supporting material, counterparty paper, template, draft, redline, approval evidence, signature packet.

I confirm this request is ready for contracting team review.

Operational command center

Track requests from intake through execution.

One matter per row, structured metadata, linked folders, controlled statuses, and export-ready migration fields.

Priority work queue

Status distribution

Active matters

Matter intake

Create a contract matter

Captures the core fields required for the matter tracker and later CLM migration.

Matter name Agreement type Matter type Requester name Requester email Business unit Birdseye POC Contracting entity Counterparty name Counterparty type Study name Site name CRO name Assigned reviewer Priority Current status Responsible party Date received Date assigned First draft sent Fully executed Paper source Contract amount Start date End date Short description Notes Migration notes Ready for CLM migration

Matter tracker list

One row per matter

Matter ID	Matter name	Agreement	Counterparty	Status	Owner	Received	Documents

Matter document library

Repository and metadata

Folders follow the Matter ID plus Matter Name convention, with document type and final-document tags.

Operational metrics

Reporting page

Tracks intake volume, aging, turnaround, cycle time, execution, and migration readiness.

Reviewer load

Open matters

Aging exceptions

Older than 14 days

Export requirements

CLM migration readiness

Configuration

Permissions and setup priorities

Simple permission model and implementation checklist from the requirements document.

Contract operations dashboard