Getting started with Lapsewise

Lapsewise keeps every renewal and expiry date in one calm place and reminds you before anything lapses. The whole product follows one simple model:

record → date → document → reminder → dashboard

Add a record, give it a key date, attach the document, set a reminder, and it lands on your dashboard sorted by what's due next. Here's how to set up your first one.

1. Pick your modules

Lapsewise has seven modules: Certifications, Contracts, Grants, Licenses, Insurance, Warranties, and Memberships. Switch on the ones you need — everything you track shares one dashboard, so a safety certificate, a vendor contract, and a grant milestone all live in the same view.

2. Add your first record

Open the module that fits (e.g. Contracts), click Add, and fill in the basics:

• A clear title (what is this?)
• The key date (renewal, expiry, milestone — whatever matters)
• Who owns it
• Optional: cost/value, reference numbers, notes

3. Attach the document

Upload the PDF (the contract, certificate, policy, etc.) so the paperwork lives with the date. No more hunting through email or a shared drive when the deadline arrives. See Attaching documents.

4. Set a reminder

Choose how far ahead you want to be nudged (the lead time). Lapsewise emails you before the date — at 8am in each person's own local timezone — so nobody finds out too late. For contracts and memberships, reminders are notice-period aware: they fire before the cancellation window closes, not after. See How reminders work.

5. Watch the dashboard

Everything you add appears on:

• The runway — all records sorted by what's due next.
• The status board — a drag-and-drop board (Active, Expiring soon, Action needed, Renewed).

You now have a single, calm view of everything that expires or renews across your business.

Next steps

• How reminders work
• Attaching documents
• Pick a module guide: Certifications, Contracts, Grants, Licenses, Insurance, Warranties, Memberships

FAQ

Do I have to use all seven modules? No — switch on only what you need. You can add more later.

Can my team use it too? Yes — invite teammates and assign owners so the right person gets reminded. See Team & roles.

What does it cost? There's a free tier; paid plans add capacity and features like SMS reminders and analytics. See Plans & billing.