Documentation
Lapsewise docs
Everything you need to track renewals and expiries with Lapsewise — from your first record to the seven modules, reminders, notice periods, and account settings.
Getting started
Getting started with LapsewiseSet up Lapsewise in minutes — add a record, set its key date, attach the document, and get an automatic reminder before it lapses.Attaching documentsAttach the contract, certificate, or policy PDF to each Lapsewise record so the paperwork lives with the date it relates to.
Modules
Certifications moduleTrack certificates and their expiry dates in Lapsewise — safety certs, ISO, staff training, equipment inspections — and get reminded before they lapse.Contracts moduleTrack contracts and their renewal and notice dates in Lapsewise, with notice-period awareness so you act before auto-renewal locks you in.Grants moduleTrack grant deadlines, reporting milestones, and funder requirements in Lapsewise so you never miss an application or reporting date.Licenses moduleTrack business, professional, and software licenses and their renewal dates in Lapsewise so they never expire unnoticed.Insurance moduleTrack insurance policies and their renewal dates in Lapsewise — liability, property, COIs, vehicle, professional indemnity — so coverage never lapses.Warranties moduleTrack product and equipment warranties and their expiry dates in Lapsewise so you claim or extend before coverage ends.Memberships moduleTrack memberships and subscriptions and their renewal dates in Lapsewise, with notice-period awareness so you decide before they auto-renew.
Reminders & notifications
How reminders workLapsewise emails reminders before a date lapses, at 8am in each person's local timezone, and is notice-period aware for contracts and memberships.Notice periods explainedHow Lapsewise handles cancellation-notice deadlines for contracts and memberships, reminding you before the window closes, not after.SMS remindersAdd SMS reminders to Lapsewise on Pro using your own Twilio account, for high-stakes dates you don't want buried in an inbox.Slack remindersPost Lapsewise reminders into a Slack channel so your whole team sees upcoming renewals and expiries, not just the record owner.
Workflows & data
The status board and runwayHow Lapsewise's runway (everything due next) and drag-and-drop status board (Active, Expiring soon, Action needed, Renewed) keep renewals on track.CSV importBring your existing renewal and expiry dates into Lapsewise in bulk with a CSV import, mapping your columns to records and key dates.Analytics & exportSee spend and renewal volume across modules in Lapsewise analytics (Pro+), and export a branded PDF or CSV report.