--- title: Software Escrow Agreement Setup Support for Legal Teams | Codekeeper description: See how to review, customize, and approve a software escrow agreement with Codekeeper. canonical_url: https://codekeeper.co/legal-team-briefing --- ![Briefing Background](https://codekeeper.co/hubfs/Codekeeper%202025/Logo/hero-briefing-logo.svg) Software Resilience Implementation Worksheet # Briefing: Legal Advisors ## Key phases in a software escrow setup ![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](https://codekeeper.co/decision-maker-briefing) ![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) Current ![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 ![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) ## 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](mailto: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. ## How to manage the legal aspects of software escrow setup ![handshake](https://codekeeper.co/hubfs/Codekeeper%202025/Icons/Base%20Primary/handshake.svg) ## 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](https://codekeeper.co/escrow-agreement) ![choose_agreement_template](https://codekeeper.co/hubfs/_sized/Codekeeper%202025/choose_agreement_template-1004x524.webp) 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](https://codekeeper.co/articles/managing-software-escrow-release-conditions) , [General terms and conditions](https://codekeeper.co/terms) ![select_release_event](https://codekeeper.co/hubfs/_sized/Codekeeper%202025/select_release_event-1004x524.webp) Submit external templates via email to [service@codekeeper.co](mailto:service@codekeeper.co) (if applicable) Helpful links: [Support contact](mailto:service@codekeeper.co) ![file-sliders](https://codekeeper.co/hubfs/Codekeeper%202025/Icons/Base%20Primary/file-sliders.svg) ## 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 ![file-search](https://codekeeper.co/hubfs/Codekeeper%202025/Icons/Base%20Primary/file-search.svg) ## 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 ![approve_the_agreement](https://codekeeper.co/hubfs/_sized/Codekeeper%202025/approve_the_agreement-1004x524.webp) Wait for counterparty approval (tripartite only) Helpful links: [Support contact](mailto:service@codekeeper.co) ![file-pen-line](https://codekeeper.co/hubfs/Codekeeper%202025/Icons/Base%20Primary/file-pen-line.svg) ## 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. ### Action checklist: Confirm signature contacts are correct Sign the agreement when prompted Helpful links: [Support contact](mailto:service@codekeeper.co) ![sign_the_agreement](https://codekeeper.co/hubfs/_sized/Codekeeper%202025/sign_the_agreement-1004x524.webp) ## What Codekeeper handles for you Codekeeper takes care of the legal and technical complexity so you can focus on reviewing and finalizing your escrow agreement. ### Our key responsibilities ![clipboard-pen-line](https://codekeeper.co/hubfs/Codekeeper%202025/Icons/Base%20Primary/clipboard-pen-line.svg) 1. Draft agreements based on your selected legal context. ![file-search](https://codekeeper.co/hubfs/Codekeeper%202025/Icons/Base%20Primary/file-search.svg) 2. Review and implement custom terms . ![network](https://codekeeper.co/hubfs/Codekeeper%202025/Icons/Muted%20Foreground/network.svg) 3. Coordinate approval workflows . ![file-pen](https://codekeeper.co/hubfs/Codekeeper%202025/Icons/Base%20Primary/file-pen.svg) 4. Handle post-signature amendments . ## Your software resilience support team Meet your dedicated Codekeeper concierge team. We'll be here to support you at each step: ![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) ![lindsey_1x](https://codekeeper.co/hubfs/_sized/Codekeeper%202025/Team/lindsey_1x-90x90.webp) Legal Support Lindsey from Customer Success Chat with Support [Book a legal briefing](https://codekeeper.co/book-legal-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 Get answers to common legal questions — standard terms, release triggers, and customization options. View FAQs](https://codekeeper.co/faq) [![Agreement templates cta](https://codekeeper.co/hubfs/_sized/Codekeeper%202025/cta_brief_your_technical_team-496x279.webp) Agreement templates Explore our standard bipartite and tripartite agreement templates. Browse templates](https://codekeeper.co/escrow-agreement) [![Brief tech cta](https://codekeeper.co/hubfs/_sized/Codekeeper%202025/cta_agreement_templates-496x279.webp) Brief your technical team Once the agreement is signed, your technical team can begin depositing assets into escrow. Go to tech team briefing](https://codekeeper.co/tech-team-briefing) ## Let's build bulletproof software resilience together. [Book a demo](https://codekeeper.co/book-a-demo)