The CRM Wise AI Journal

Notes, guides and field reports.

A two-page agreement on a desk beside a wristwatch and a pen, a hand scanning a paragraph.PremiumPremium content
Legal

Reviewing an NDA in Ten Minutes

Most NDAs are routine and most reviews of them are slow. Six clauses carry nearly all the risk — read those first and the rest is a skim.

Aug 23, 20262 min read
A stack of contracts with coloured index tabs, one open to a marked-up page, a hand turning a leaf.PremiumPremium content
Legal

Build a Clause Library Before You Need It

Without one, every contract is drafted from the last similar contract — which was itself drafted from the one before, carrying forward a concession nobody remembers making.

Jul 30, 20262 min read
An archive room of labelled document boxes on metal shelving receding into the distance.PremiumPremium content
Legal

Writing a Document Retention Policy You Can Follow

A policy that says 'keep everything for seven years' is easy to write and impossible to defend. The workable version names categories, periods, and a deletion mechanism.

Jul 25, 20262 min read
A laptop on a desk beside a printed agreement in a calm modern office.
Legal

What a Data Processing Agreement Has to Cover

A DPA isn't a formality attached to the main contract. It allocates responsibility for a category of failure that is increasingly expensive to get wrong.

Jul 10, 20263 min read