Legal and compliance
Standard NDA drafting
A simple form that builds a ready-to-sign NDA from your approved template, fills in the parties from your CRM and sends it out through DocuSign.
Custom app
Legal and compliance · Automation
Obligation and renewal tracking
AI contract renewal and obligation tracking
Pulls renewal dates, notice periods and key duties out of signed contracts and leases, then reminds the owner well before each deadline.
01 today
The problem
Signed contracts go into a folder and are not opened again until something goes wrong. Auto-renewals roll over because the notice window passed unnoticed. Duties like insurance certificates, rent reviews or service reports are missed because nobody owns the calendar.
02 the run
What the AI does
- Step 1: Collects signed agreements from DocuSign, Google Drive or SharePoint as they land.
- Step 2: Extracts parties, term, renewal dates, notice periods, price changes and named obligations into a register.
- Step 3: Assigns each obligation to an owner based on the contract type and department.
- Step 4: Sends reminders by email, Slack or Teams ahead of each notice window, with the clause quoted.
- Step 5: Posts a monthly summary of upcoming renewals and overdue duties to the finance and operations leads.
paused: waiting for a person to approve
03 human in the loop
Where a person approves
The contract owner checks the extracted dates and terms for each new agreement before it goes live in the register. Decisions to renew, renegotiate or give notice stay with that owner.
04 after
What changes
Renewal and notice dates stop sneaking up on you. Each obligation has an owner and a reminder, and you can see every live commitment in one register instead of a folder of PDFs.
Results from a real build
[CASE STUDY] We only publish results we can name and check with the client.
see also
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Custom app
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Working with teams in the United States, United Kingdom and Australia.