AI agent solutions/Obligation agent01Obligation register02Extraction for approval03OwnershipRequest a quote
Proposed workflow

AI Contract Obligation Tracking Agent Development

Obligations tracked, owners reminded

An agent for what a contract commits you to after it is signed.

Area of workDocuments, finance and procurement
Status todayA proposed workflow that we build to order. Nothing is running yet.
How it is builtCustom development around your own systems, with a named person behind every decision the agent does not take.

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.

02The problem

What Goes Wrong Without It

01

Renewals by accident

The window to cancel closed before anyone looked.

02

Obligations nobody owns

The contract says "the supplier shall" and no person is the supplier.

03

Dates buried in clauses

"Ninety days before the anniversary" is never turned into a date.

04

Rights never used

A price review or an audit right is forgotten.

05

The contract nobody can find

The signed version is in someone's mailbox.

06

Reminders too late to act

The alert arrives the day before the deadline.

03Obligation agent

Six jobs it carries through

01

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
Works inContract repository
Where it stopsEvery entry links to its clause.
02

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
Works inSigned contracts
Where it stopsNothing enters the register unconfirmed.
03

Ownership

Gives each obligation an owner.

  • A named person per obligation
  • A deputy for absences
  • Reassigned when someone leaves
  • Unowned items escalated
Works inDirectory
Where it stopsAn obligation always has a named owner.
04

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
Works inCalendar, messaging
Where it stopsIt reminds. It does not give notice or renew.
05

Evidence of completion

Records what was done.

  • The owner confirms completion
  • Evidence attached
  • Late or missed items logged
  • A view for audits
Works inRegister
Where it stopsCompletion is confirmed by the owner, not assumed.
06

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
Works inReporting
Where it stopsIt reports the calendar. Decisions stay with owners.
→Book a meeting

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.

Book a 30-minute callRequest a quoteBring one real case. No slide deck on either side.
04Step by step

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.

01 / 06

Contract signed

A three-year supplier agreement is signed and stored.

02 / 06

Entries proposed

The agent proposes eleven entries, including a renewal date and a ninety-day notice deadline.

03 / 06

Reviewed

The contract manager confirms ten and corrects one ambiguous date.

04 / 06

Owners assigned

Each entry gets an owner. The notice deadline goes to the head of purchasing.

05 / 06

Reminder sent

Four months before the notice deadline, the owner is reminded, with the clause and the options.

06 / 06

Outcome recorded

The owner decides to renegotiate, gives notice through your process and records it.

05Scope

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
06Operating boundaries

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
07Questions

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.

Start a project

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.

Response within 24 hoursFree consultation and scopingNDA available on request

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