Overview
The Expired view displays all contracts that have passed their expiration date. Use this view to audit your contract portfolio, identify lapsed agreements, and take action on contracts that may need renewal or archival.
What Shows Here
Contracts appear in this view when their expiration date has passed. This helps you:- Audit lapsed agreements - Identify contracts no longer in effect
- Review renewal opportunities - Find contracts eligible for renegotiation
- Clean up your portfolio - Archive or close out old agreements
- Track historical terms - Reference past deal structures
Timeframe Options
Filter expired contracts by how long ago they expired:| Timeframe | Shows Contracts Expired |
|---|---|
| Last 30 days | Recently expired |
| Last 90 days | Expired within the quarter |
| Last 6 months | Expired within half year |
| Last year | Expired within 12 months |
| All time | All expired contracts |
| Custom | Specify your own date range |
Filters
Status Filters
Quick-access filters in the toolbar:| Status | Shows |
|---|---|
| All | All expired contracts |
| Needs Review | Contracts requiring attention |
| Renewal Available | Eligible for renewal |
| Archived | Closed out contracts |
| In Negotiation | Renewal discussions active |
Adding Filters
Filter Fields
Contract Information
| Field | Operators | Example |
|---|---|---|
| Contract Type | is, is not | Type is “Recording Agreement” |
| File Name | contains, equals | Name contains “Universal” |
| Tags | has any, has all, has none | Has tag “Renewal Candidate” |
Entities
| Field | Operators | Example |
|---|---|---|
| Assignor | is, is not, contains | Assignor is “EMI” |
| Assignee | is, is not, contains | Assignee contains “Artist” |
| Any Entity | is, contains | Any entity is “BMG” |
Dates
| Field | Operators | Example |
|---|---|---|
| Expiration Date | before, after, between | Expired after Jan 1, 2024 |
| Execution Date | before, after, between | Executed before 2020 |
| Days Since Expiry | greater than, less than | Expired more than 90 days ago |
Financial
| Field | Operators | Example |
|---|---|---|
| Advance | greater than, less than, equals | Advance > $100,000 |
| Royalty Rate | greater than, less than, between | Rate between 18-25% |
| Total Revenue | greater than, less than | Revenue > $50,000 |
Rights
| Field | Operators | Example |
|---|---|---|
| Territory | includes, excludes | Territory includes “Worldwide” |
| Rights Type | has any, has all | Has master rights |
Catalog
| Field | Operators | Example |
|---|---|---|
| Recordings Count | greater than, equals | Has more than 10 recordings |
| Compositions Count | greater than, equals | Has compositions |
Sort Options
Sort expired contracts by:| Sort Field | Description |
|---|---|
| Expiration Date | Most recently expired first (default) |
| Contract Type | Group by agreement type |
| Entity | Alphabetically by party name |
| Days Since Expiry | Oldest expired first |
| Financial Value | By deal value |
Actions
Individual Contract Actions
| Action | Description |
|---|---|
| View Details | Open the full contract record |
| Initiate Renewal | Start renewal workflow |
| Archive | Mark as archived/closed |
| Add Note | Document status or plans |
| Export | Download contract details |
Bulk Actions
Select multiple contracts to:| Action | Description |
|---|---|
| Export List | Download CSV of selected contracts |
| Bulk Archive | Archive multiple contracts |
| Bulk Tag | Apply tags to multiple contracts |
| Generate Report | Create expiration summary report |
Renewal Workflow
For contracts eligible for renewal:Archival Guidelines
When to archive expired contracts:| Scenario | Recommendation |
|---|---|
| Renewed with new contract | Archive after new contract uploaded |
| No renewal planned | Archive after final accounting |
| Dispute or litigation | Keep active until resolved |
| Historical reference needed | Keep active with “Historical” tag |
Archived contracts remain searchable and accessible. Archiving simply moves them out of active views.
Best Practices
Review monthly
Review monthly
Check expired contracts monthly to identify renewal opportunities.
Tag renewal candidates
Tag renewal candidates
Use tags like “Renewal Candidate” or “Re-sign Priority” to track opportunities.
Document decisions
Document decisions
Add notes explaining why contracts were not renewed for future reference.
Archive systematically
Archive systematically
Establish a policy for when to archive (e.g., 12 months post-expiry with no activity).
Link related contracts
Link related contracts