Software Resilience Implementation Worksheet

Briefing: Legal Advisors

Quick tip: Come prepared with complete information and clear requirements

Before starting the legal review process, ensure you have:

Contact details for all parties, including company addresses, authorized representatives, and email addresses

A clear decision on escrow type: continuity or recovery escrow

Any external agreement templates ready to send to service@codekeeper.co

Your specific custom release terms language (if applicable)

Note: We recommend getting your account configured first. Once that’s complete, we’ll send your agreement draft for feedback, and our legal team will support any custom terms, redlines, or approvals you need.

Set up your escrow agreement

To set up your escrow agreement, you'll need to provide the legal context, select either a standard or custom agreement template, and identify your preferred jurisdiction. Your agreement structure (bipartite or tripartite) will already be in place at this stage.

Note: The agreement setup process is fully guided in the Codekeeper platform, with clear instructions for selecting terms, assigning roles, and defining contexts.

Action checklist:

Choose an agreement template (Codekeeper standard or external)

Helpful links: Escrow agreement templates

Define your legal context (license, development, or transaction)

Pick your jurisdiction

Select release events for your agreement

Helpful links: Guide to software escrow release terms, General terms and conditions

Submit external templates via email to service@codekeeper.co (if applicable)

Helpful links: Support contact

Request custom release terms

Once our legal experts have generated your software escrow agreement based on the context you provided, you can review it and request any edits.

Note: You can add custom release terms directly in the platform or download the draft as a Word/PDF file for markup. Our legal team will review all changes and ensure they work within the escrow framework.

Action checklist:

Review the generated agreement

Add or edit release conditions

Submit redlines or feedback for review

Review and approve the agreement

Note: For bipartite agreements, only your team needs to approve. For tripartite agreements, both parties must log in and approve the agreement before signatures can be triggered.

Action checklist:

Review the final agreement

Approve the agreement in the platform

Wait for counterparty approval (tripartite only)

Helpful links: Support contact

Finalize and sign the agreement

As soon as all relevant parties have approved the escrow agreement, the platform generates and sends out electronic signature requests automatically. Your escrow only opens for deposits once we've collected all required signatures.