An issues list captures the open points on a document or deal, records each party's position and tracks them until they're resolved.

Without a shared issues list, the same points are re-argued across multiple drafts, emails and calls. Each side keeps its own note of where negotiations stand, and it's easy to lose track of what has been agreed.

Each issue has its own row, with columns for the clause reference, each party's position and the current status. Everyone can see the full picture at once.

Use statuses such as open, agreed and closed to show where each point stands. Filtering to open points gives you an instant agenda for the next negotiation call.

Upload the relevant draft against an issue, so the latest wording sits alongside the discussion.

Internal comments let your team discuss strategy without sharing it with the other side, while the shared columns show each party's stated position.

Buyer's and seller's counsel can track the open points on the share purchase agreement and ancillary documents in one shared list, rather than exchanging marked-up issues tables.

With several finance and security documents under negotiation at once, you can track each document's status and latest draft, and quickly filter to the ones that still have open points.

Side letters give individual investors their own negotiated terms. An issues list tracks what's been agreed with each investor and what still needs to be settled before closing.

When negotiating exits for a group of employees, you can compare terms side by side to make sure they're consistent and defensible.

Explore the Lists collection on the knowledge base to set up your first issues list.

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