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AI Contract Obligation Tracking Agent Development
Obligations tracked, owners reminded
An agent for what a contract commits you to after it is signed.
An agent for what a contract commits you to after it is signed. It keeps a register of obligations, notice periods and renewal dates that a person approved, assigns each an owner and reminds them in time to act.
A signed contract goes into a folder and is opened again when something has gone wrong. The notice period to stop an automatic renewal passed in March. The annual report owed to a customer was never sent. A price review that the contract allowed was not requested. None of this is negligence. Nobody was told, and the contract was the only place it was written.
This page describes a workflow we propose to build as a custom project. It does not exist as software yet. It would reuse the bounded task creation from our internal knowledge demonstration, where each task has one owner and is raised once, and the extraction with source references from our document demonstrations. An obligations register, date calculations and reminders are not built.
What Goes Wrong Without It
Renewals by accident
The window to cancel closed before anyone looked.
Obligations nobody owns
The contract says "the supplier shall" and no person is the supplier.
Dates buried in clauses
"Ninety days before the anniversary" is never turned into a date.
Rights never used
A price review or an audit right is forgotten.
The contract nobody can find
The signed version is in someone's mailbox.
Reminders too late to act
The alert arrives the day before the deadline.
Six jobs it carries through
Obligation register
Keeps the list of what was agreed.
- Obligations on both sides
- Renewal, notice and review dates
- The clause each comes from
- Entered only after approval
Extraction for approval
Proposes entries from a signed contract.
- Finds obligations and dates in the text
- Calculates dates from the contract's rules
- Marks anything ambiguous
- Waits for a reviewer to confirm
Ownership
Gives each obligation an owner.
- A named person per obligation
- A deputy for absences
- Reassigned when someone leaves
- Unowned items escalated
Timely reminders
Reminds with enough time to act.
- Lead times you set per type
- Notice deadlines well ahead
- Escalation if nothing happens
- Where the owner already works
Evidence of completion
Records what was done.
- The owner confirms completion
- Evidence attached
- Late or missed items logged
- A view for audits
Portfolio view
Shows what is coming across all contracts.
- Renewals in the next quarters
- Notice deadlines by month
- Obligations by owner
- Contracts with missing data
Walk One Real Case Through It
Thirty minutes, one case from your own process. We map it against the workflow on this page and tell you plainly what can be reused from our demonstrations and what has to be built for your systems.
From the First Signal to the Record
An example of one case, in 6 steps. The same steps play in the picture at the top of this page.
Contract signed
A three-year supplier agreement is signed and stored.
Entries proposed
The agent proposes eleven entries, including a renewal date and a ninety-day notice deadline.
Reviewed
The contract manager confirms ten and corrects one ambiguous date.
Owners assigned
Each entry gets an owner. The notice deadline goes to the head of purchasing.
Reminder sent
Four months before the notice deadline, the owner is reminded, with the clause and the options.
Outcome recorded
The owner decides to renegotiate, gives notice through your process and records it.
The Systems Around It
The systems named here are the kind this agent works with. Which ones it connects to in your case is settled in the scope.
Contract repository
- Your contract management tool or document store
Calendar and tasks
- Where owners see deadlines
Directory
- Owners, deputies and leavers
Messaging
- Email or chat for reminders
Review
- The contract manager who confirms entries
Reporting
- A calendar of renewals and notices
A Register a Person Confirmed, and Reminders in Time to Act
Dates in contracts are often defined by reference to other dates, and reading them wrongly is costly. The agent proposes each entry with its clause and its calculation, and a contract manager confirms it before it counts.
The agent reminds and records. It does not serve notice, renew, terminate or agree anything with a counterparty. Those are acts of the business, taken by the people authorised to take them.
- Every entry linked to its clause
- Entries confirmed by a person
- A named owner for each obligation
- Reminders with time to act
- No notices or renewals by the agent
- Completion evidenced
Straight Answers
Review compares a draft with your playbook before you sign. This agent starts after signature and tracks what the signed contract obliges you to do. One helps you agree the right terms, the other helps you keep them.
The renewal agent works on your customers' renewals, to keep revenue. This agent tracks obligations in all your contracts, including the ones where you are the buyer, to keep commitments and use your rights.
Yes, as proposals. A back-catalogue is usually loaded in batches, with a contract manager confirming the entries for each. Scanned contracts need a document reader first, and ambiguous clauses are marked for a person.
Not as software yet. This page describes a proposed workflow. It would reuse the bounded task creation from our internal knowledge demonstration, where each task has one owner and is raised once, and the extraction with source references from our document demonstrations. An obligations register, date calculations and reminders are not built. A project starts by mapping your process, then proving the first steps on test data before anything touches a live system.
List the Contracts That Renew Next Year
With their notice deadlines. If that list cannot be produced in an hour, the register is the first thing to build.
