--- title: Software Escrow Setup Guide for Decision Makers | Codekeeper description: Learn how to lead your software escrow setup, mobilize key teams, and build software resilience with Codekeeper. canonical_url: https://codekeeper.co/decision-maker-briefing --- ![Briefing Background](https://codekeeper.co/hubfs/Codekeeper%202025/Logo/hero-briefing-logo.svg) Software Resilience Implementation Worksheet # Briefing: Decision Makers ## Key phases in a software escrow setup Current ![calendar-fold](https://codekeeper.co/hubfs/Codekeeper%202025/Icons/White/calendar-fold.svg) 1 Initial consultation Book a demo Review your proposal Share briefing pages with relevant teams ![list-todo](https://codekeeper.co/hubfs/Codekeeper%202025/Icons/White/list-todo.svg) [2 Compliance checks Submit your due diligence request Sign an NDA for full documentation access Review completed compliance docs](https://codekeeper.co/compliance-team-briefing) ![square-pen](https://codekeeper.co/hubfs/Codekeeper%202025/Icons/White/square-pen.svg) [3 Sign-up Submit vendor onboarding requirements Finalize billing details Approve Codekeeper for invoice and account setup](https://codekeeper.co/procurement-team-briefing) ![user-round-plus](https://codekeeper.co/hubfs/Codekeeper%202025/Icons/White/user-round-plus.svg) [4 Account setup Create your account Invite your team members Configure your escrow settings](https://codekeeper.co/account-setup-briefing) ![file-search](https://codekeeper.co/hubfs/Codekeeper%202025/Icons/White/file-search.svg) [5 Legal review Set up your agreement Request custom release terms Review and sign the agreement](https://codekeeper.co/legal-team-briefing) ![cloud-upload](https://codekeeper.co/hubfs/Codekeeper%202025/Icons/White/cloud-upload.svg) [6 Asset deposits Configure your integration Add your assets by type Activate the escrow](https://codekeeper.co/tech-team-briefing) ## How to initiate a software escrow setup in 5 steps ![calendar-clock](https://codekeeper.co/hubfs/Codekeeper%202025/Icons/Base%20Primary/calendar-clock.svg) ## Book your initial consultation Schedule a discovery call with a Codekeeper escrow expert to assess your risks and explore your best-fit solution. We also give you a walk-through of the Codekeeper app to show you how and where your assets are stored. ### Action checklist: Book your discovery call Helpful links: [Book a demo](https://codekeeper.co/book-a-demo) Gather a list of your key software vendors or applications Helpful links: [Risk assessment](https://codekeeper.co/risk-assessment) Determine if you have any compliance deadlines or client requirements Helpful links: [Compliance scan](https://codekeeper.co/impact-analysis) , [Solutions overview](https://codekeeper.co/solutions) Identify key stakeholders (legal, compliance, technical teams) who'll need to be involved Helpful links: Share role-specific briefings with your team ![file-search](https://codekeeper.co/hubfs/Codekeeper%202025/Icons/Base%20Primary/file-search.svg) ## Review your software escrow proposal After the call, review your solution proposal with your protection scope, risk coverage, and next steps. We can also schedule follow-up calls to discuss any questions from your legal, compliance, and technical teams. ### Action checklist: Share the proposal with relevant stakeholders Helpful links: [Sales contact](mailto:contact@codekeeper.co) , [Book a legal briefing](https://codekeeper.co/book-legal-briefing-call) , [Book a tech briefing](https://codekeeper.co/book-technical-briefing-call) , [Book a solution briefing](https://codekeeper.co/book-solution-briefing-call) Schedule follow-up Q&As with Codekeeper, if needed ![receipt](https://codekeeper.co/hubfs/Codekeeper%202025/Icons/Base%20Primary/receipt.svg) ## Choose your payment method and complete checkout Once you've selected the right escrow solution for your business, you're ready to activate it. You can complete checkout online using a credit card or choose to pay by invoice if your agreement qualifies. **Note:** You can access checkout via the [pricing page](https://codekeeper.co/pricing) , or request a personal checkout link from your Codekeeper account manager if you prefer a tailored setup. ### Action checklist: Complete online checkout or request an invoice Helpful links: [Pricing page](https://codekeeper.co/pricing) , [Sales contact](mailto:contact@codekeeper.co) ![user-round-check](https://codekeeper.co/hubfs/Codekeeper%202025/Icons/Base%20Primary/user-round-check.svg) ## Configure your account Next, configure your account and start setting up your escrow agreement. **Note:** Depending on who's involved from your side, this step can trigger additional processes like agreement customization with our legal team or due diligence reviews with our compliance officers. ### Action checklist: Ask your team to submit due diligence documentation (if needed) Helpful links: [Compliance team briefing](https://codekeeper.co/compliance-team-briefing) Initiate agreement setup with Codekeeper’s legal team Helpful links: [Legal team briefing](https://codekeeper.co/legal-team-briefing) Kick off onboarding and asset uploads Helpful links: [Account setup briefing](https://codekeeper.co/account-setup-briefing) , [Tech team briefing](https://codekeeper.co/tech-team-briefing) ![handshake](https://codekeeper.co/hubfs/Codekeeper%202025/Icons/Base%20Primary/handshake.svg) ## Coordinate internal stakeholders If you have legal, compliance, procurement, or technical stakeholders, this is where you bring them in. We’ve created role-specific briefings to help each team understand their part and keep things moving forward. Just fill out the form below, and we’ll send the right briefings to the right people. **Note:** If you don’t have a compliance officer, you can move straight to sign-up once you’ve shared the other briefings. Our in-house counsel is on hand to support anything that requires legal or compliance input. ### Action checklist: Initiate next steps and share team-specific briefings Helpful links: [Procurement team briefing](https://codekeeper.co/procurement-team-briefing) , [Legal team briefing](https://codekeeper.co/legal-team-briefing) , [Compliance team briefing](https://codekeeper.co/compliance-team-briefing) , [Tech team briefing](https://codekeeper.co/tech-team-briefing) ## What Codekeeper handles for you Codekeeper takes care of the technical and legal complexity so you can focus on coordinating your internal teams. Your legal, compliance, and technical teams can reach out at any time about their specific concerns. ### Our key responsibilities ![message-circle-question-mark](https://codekeeper.co/hubfs/Codekeeper%202025/Icons/Base%20Primary/message-circle-question-mark.svg) 1. Ask the right questions during discovery to map out your software risks. ![presentation](https://codekeeper.co/hubfs/Codekeeper%202025/Icons/Base%20Primary/presentation.svg) 2. Develop clear proposals that address what each stakeholder needs to know. ![handshake](https://codekeeper.co/hubfs/Codekeeper%202025/Icons/Base%20Primary/handshake.svg) 3. Address questions from all your stakeholders. ![file-badge-2](https://codekeeper.co/hubfs/Codekeeper%202025/Icons/Base%20Primary/file-badge-2.svg) 4. Handle all due diligence, compliance, and technical documentation. ![shield-check](https://codekeeper.co/hubfs/Codekeeper%202025/Icons/Base%20Primary/shield-check.svg) 5. Walk you through account activation and show you how everything works. ## Quick tip: Loop in your team early to accelerate setup Use this form to share role-specific briefings with your team. ## Your software resilience support team Meet your dedicated Codekeeper concierge team. We'll be here to support you at each step: ![eric_sales_photo_1](https://codekeeper.co/hubfs/_sized/Codekeeper%202025/Team/eric_sales_photo_1-90x90.webp) Account Manager Eric from Sales Chat with Sales [Book a solution briefing](https://codekeeper.co/book-solution-briefing-call) ![Robyn 1](https://codekeeper.co/hubfs/_sized/Robyn%201-60x60.png) Account Support Robyn from Customer Success Chat with Support [Book a support briefing](https://codekeeper.co/book-support-briefing-call) ![Sam Hofmeyr](https://codekeeper.co/hubfs/_sized/Sam%20Hofmeyr-90x90.png) Tech Support Sam from Customer Success Chat with Support [Book a tech briefing](https://codekeeper.co/book-technical-briefing-call) ## Additional resources [![FAQs cta](https://codekeeper.co/hubfs/_sized/Codekeeper%202025/briefing_feature_faq-662x372.webp) FAQs Find answers to the most common questions from project managers, tech teams, legal counsel, and compliance officers. View FAQs](https://codekeeper.co/faq) [![Case studies and resources cta](https://codekeeper.co/hubfs/_sized/Codekeeper%202025/briefing_feature_resources-662x372.webp) Case studies and resources See how other organizations successfully implemented their software escrow. Browse resources](https://codekeeper.co/resources) [![briefing_feature_compliance](https://codekeeper.co/hubfs/_sized/Codekeeper%202025/briefing_feature_compliance-662x372.webp) Brief your compliance team Your compliance can begin their review process in parallel with other escrow setup steps. Go to compliance team briefing](https://codekeeper.co/compliance-team-briefing) ## Let's build bulletproof software resilience together. [Book a demo](https://codekeeper.co/book-a-demo)