Good morning, Tom
4 of your requests are in review and 3 obligations fall due this month.
Live contracts284$4.2m annual value
In review7median 4 days
Renewing in 90 days9$886,000
Obligations due113 overdue
Needs attention
3 openHalcyon IT - notice period ends in 11 daysAuto-renews for 12 months at $31,200 unless servedNotice
Kestrel Freight - service credit obligation overdueQ2 credit not issued, 42 days lateObligation
CR-4412 in review for 9 daysNon-standard liability cap requestedIn review
Register
Every live agreement, its value, and the dates that matter.
Live contracts
| Reference | Counterparty | Type | Annual value | Ends | Notice by | Status |
|---|---|---|---|---|---|---|
| CT-2291 | Halcyon IT | Supplier | $31,200 | 12 Dec 2026 | 12 Sep 2026 | Notice due |
| CT-2288 | Kestrel Freight | Supplier | $96,000 | 31 Mar 2027 | 31 Dec 2026 | Live |
| CT-2280 | Halden Group | Customer | $142,000 | 03 Feb 2027 | 03 Nov 2026 | Live |
| CT-2274 | Bracken Retail | Customer | $54,000 | 22 Sep 2026 | 22 Aug 2026 | Notice passed |
| CT-2266 | Brayford Tools | Supplier | $164,000 | 01 Jul 2027 | 01 Apr 2027 | Live |
| CT-2240 | Ashby Media | Customer | $12,500 | 05 Dec 2026 | 05 Nov 2026 | Live |
Nothing matches that search.
Notice date is tracked separately from end date, because that is the one people miss.
My requests
Contracts you have asked for, and where they have got to.
Open requests
| Reference | Counterparty | Template | Raised | Deviation | Status |
|---|---|---|---|---|---|
| CR-4412 | Trellis Health | Customer MSA | 23 Aug | Liability cap | In review |
| CR-4409 | Corbel Cleaning | Supplier terms | 29 Aug | None | Approved |
| CR-4402 | Vellum Print | NDA, mutual | 30 Aug | None | Sent for signature |
| CR-4396 | Sanderling Health | Customer MSA | 31 Aug | Payment terms 90d | In review |
Nothing matches that search.
A request using the standard template with no deviation is approved automatically.
Obligations
What each contract commits you to, with an owner and a date.
Open obligations
| Contract | Obligation | Owner | Due | Frequency | Status |
|---|---|---|---|---|---|
| CT-2288 | Issue Q2 service credit | Tom Ellery | 20 Jul 2026 | Quarterly | Overdue |
| CT-2280 | Provide quarterly usage report | Sara Duarte | 05 Sep 2026 | Quarterly | Due |
| CT-2266 | Annual price review meeting | Tom Ellery | 01 Oct 2026 | Annual | Open |
| CT-2291 | Confirm data deletion on exit | Lena Brandt | 12 Dec 2026 | One-off | Open |
| CT-2274 | Maintain insurance at $5m | Lena Brandt | Continuous | Continuous | Verified |
Nothing matches that search.
An obligation without a named owner is not an obligation, it is a hope.
Review queue
Requests that deviate from the template, with the deviation highlighted.
In review7median 4 days
Auto-approved68%standard template, no deviation
Escalated to counsel2this quarter
Awaiting review
7 openCR-4412 - liability cap raised to $2mTrellis Health - standard is $1m - waiting 9 daysOverdue
CR-4396 - payment terms 90 daysSanderling Health - standard is 30 - waiting 1 dayDeviation
CR-4418 - exclusivity clause requestedHalden Group - not in any templateEscalate
CR-4421 - governing law changedCorbel Cleaning - standard clause replacedDeviation
Renewals
What renews, when notice must be served, and what it costs to do nothing.
Next 180 days
| Contract | Counterparty | Value | Notice by | Days | Auto-renew | Status |
|---|---|---|---|---|---|---|
| CT-2274 | Bracken Retail | $54,000 | 22 Aug 2026 | -10 | Yes | Notice passed |
| CT-2291 | Halcyon IT | $31,200 | 12 Sep 2026 | 11 | Yes | Notice due |
| CT-2280 | Halden Group | $142,000 | 03 Nov 2026 | 63 | No | On track |
| CT-2240 | Ashby Media | $12,500 | 05 Nov 2026 | 65 | Yes | On track |
| CT-2288 | Kestrel Freight | $96,000 | 31 Dec 2026 | 121 | No | On track |
Nothing matches that search.
Bracken Retail auto-renewed because notice was missed. That is the cost of a folder rather than a system.
Templates and clauses
What can be used without review, and what always triggers it.
Templates
| Template | Use | Clauses | Auto-approve | Reviewed | Status |
|---|---|---|---|---|---|
| Customer MSA | Standard customer agreement | 42 | If unmodified | 01 Jul 2026 | Active |
| Supplier terms | Standard purchase terms | 31 | If unmodified | 01 Jul 2026 | Active |
| NDA, mutual | Mutual confidentiality | 12 | Always | 01 Jul 2026 | Active |
| NDA, one-way | Disclosure to a third party | 11 | Always | 01 Jul 2026 | Active |
| Data processing addendum | Attached where data is processed | 18 | If unmodified | Overdue | Review due |
Which clauses always trigger review
Speed comes from approving the ordinary automatically. Safety comes from never approving certain things automatically, however small the deal.
- Liability cap above the standard figure
- Indemnities beyond the template wording
- Payment terms longer than 60 days
- Exclusivity, in any form
- Governing law or jurisdiction changes
- Anything not present in any approved template
Audit log
Every approval, deviation and template change. Retained for the life of the contract plus statute.
Events
| When | Actor | Action | Target | Source |
|---|---|---|---|---|
| 01 Sep 08:00 | System | Flagged notice period ending in 11 days | CT-2291 | scheduler |
| 31 Aug 14:20 | Claire Dubois | Escalated to counsel, exclusivity requested | CR-4418 | web |
| 30 Aug 10:40 | System | Auto-approved, standard template unmodified | CR-4409 | scheduler |
| 22 Aug 00:01 | System | Notice date passed, contract auto-renewed | CT-2274 | scheduler |
| 01 Jul 09:00 | Lena Brandt | Published Customer MSA v6 | Templates | web |
Nothing matches that search.
CTR-2214, component supply
One agreement, its dates, obligations and history.
LiveAuto-renews in 47 daysCTR-2214 · Aldercroft Components · supply · $284,000 a year · owner Lena Brandt
Component supply agreement
Auto-renews on 20 October unless notice is served 30 days before, which means the decision date is 20 September, seventeen days away, not forty-seven.
Annual value$284,000up 4% at last renewal
Days to decide17not 47, notice is 30 days
Obligations142 overdue
Variations3since signature
Key dates
Signed20 October 2023Done
Notice deadline20 September 2026 · 17 daysDecide by
Auto-renewal20 October 202647 days
Next price review1 January 2027Scheduled
The renewal date is not the deadline. The notice period is, and it is the date people miss.
Obligations
2 overdueQuarterly service reviewDue 30 September · oursDue
Insurance certificateExpired 14 August · theirsOverdue
Volume commitment4,000 units a year · oursOn track
Price index reviewAnnual · jointScheduled
An obligation names whose it is. Two of these are theirs, which changes what you do about them.
History
Variation 3 · volume raised to 4,000Signed 4 March 2026Signed
Variation 2 · price index changedSigned 12 January 2025Signed
Variation 1 · added the Cavell siteSigned 2 June 2024Signed
SignedBoth parties · 20 October 2023Origin
Each variation is a document in its own right. The register shows the agreement as it stands today, not as it was signed.
Add a contract
The agreement, its term and who owns it.
The agreement
Term
The notice period sets the decision date, and that is the date the register reminds you about.
Money and ownership
ReviewAnnualOn renewal onlyQuarterly
A contract with no owner is created unassigned and appears on the exceptions report the same day.
Insurance certificate
One obligation, the clause behind it and the chase.
OverdueTheirsInsurance certificate · Aldercroft Components · CTR-2214 · was due 14 August
Twenty days overdue. The agreement makes cover a condition of supply, so this is not paperwork, it suspends their right to deliver, and nobody has told them that.
What the clause says
Clause 8.2, the supplier shall maintain public liability cover of not less than $2,000,000 and provide a current certificate on each anniversary.
Quoted from the executed document rather than summarised, because a summary is what gets argued about.
Chasing history
Reminder sent14 July · 30 days beforeAutomatic
Reminder sent14 August · on the dayAutomatic
Escalated to the owner21 AugustAutomatic
No responseNothing received sinceOpen
Three automated chases and no human contact. That is the point at which the system has done what it can.
Clause library
Approved wording, and what may not be varied.
Approved clauses
6 in the library| Clause | Used in | Risk | Variable? | Last reviewed |
|---|---|---|---|---|
| Liability cap | 84 contracts | High | Legal only | March 2026 |
| Payment terms | 112 contracts | Medium | To 60 days | March 2026 |
| Insurance | 96 contracts | High | No | January 2026 |
| Termination for convenience | 41 contracts | Medium | Notice period | March 2026 |
| Price indexation | 62 contracts | Low | Yes | June 2026 |
| Data processing | 128 contracts | High | No | January 2026 |
A clause marked not variable can still be varied, by legal, on the record. The flag decides who may, not whether it is possible.
Anything drafted outside this library is flagged on the review queue rather than blocked, because the exception is sometimes the right answer and the register should show that it was a decision.
Raise a variation
What changes, what it is worth and who signs.
The change
Effect
Annual value$284,000 → $312,000+$28,000
Volume commitment4,000 → 4,400 units+10%
TermUnchanged
Notice periodUnchanged
Who signs
OwnerLena BrandtRequired
FinanceOver $25,000Required
LegalOnly if wording changesNot required
CounterpartyAldercroft ComponentsRequired
The chain is set by what changed and by how much, not chosen by whoever raised it.
Nothing is sent until every internal signature is in.
Expiry forecast
What lapses or renews, and the value attached.
Renewing in 90 days14$1.84M of annual value
Decisions due first6notice periods inside 30 days
Expiring, no renewal3$284,000 lapses
Auto-renewing11unless notice is served
Value by month
Next 12 monthsOctober is one contract. A single renewal carrying a fifth of the book is a concentration worth naming before the month it lands.
Next 12 months
6 decisions due| Contract | Counterparty | Annual value | Decide by | Renews | At the end |
|---|---|---|---|---|---|
| CTR-2214 | Aldercroft Components | $284,000 | 20 Sep | 20 Oct | Auto-renews |
| CTR-2190 | Cavell Metals | $180,000 | 2 Oct | 1 Nov | Auto-renews |
| CTR-2081 | Harrowgate Freight | $96,000 | 14 Oct | 13 Dec | Expires |
| CTR-1998 | Kestrel Packaging | $62,000 | 30 Nov | 30 Dec | Rolls monthly |
| CTR-2240 | Selby Industrial | $412,000 | 2 Dec | 1 Jan | Auto-renews |
Sorted by decision date, not by renewal date. The two are 30 to 90 days apart and only one of them is a deadline.
Reports: activity
Volume and throughput, by owner and by type.
Contracts on the register284across 96 counterparties
Opened this month18against 11 closed
Median age2y 1mtarget is 3 years
Owned by nobody7oldest is 9 months
By owner
This quarter| Owner | Open | Closed | Median days | Overdue |
|---|---|---|---|---|
| Lena Brandt | 96 | 14 | 18 | 2 |
| Tom Ellery | 84 | 11 | 22 | 3 |
| Sara Duarte | 62 | 8 | 16 | 1 |
| Unassigned | 7 | 0 | - | 7 |
Median days is time from a renewal decision falling due to it being made. The unassigned row has no median because nothing has been decided at all.
Volume over time
12 weeksContracts added per week. The August rise is the framework refresh, which replaced eleven single agreements with four.
By type
This quarterReports: performance
Against target, with the gap named.
Against target71%of decisions made before the notice date
Best ownerSara Duarte94% on time
WorstUnassigned0%, nobody is deciding
Trend+6 ptson last quarter
Against target by type
100 is the targetOn time means a decision recorded before the notice period closed. Missing it auto-renews the agreement for another year, which is the expensive kind of silence.
What moved
Rule-derivedSeven contracts have no ownerAll seven belonged to two leaversWatch
On-time decisions up 6 pointsSince reminders moved to the notice dateUp
Two auto-renewals missed last quarter$96,000 committed without a decisionDown
Threshold rules over the figures above, not a model. Each line names the number it came from so you can disagree with it.
Reports: exceptions
What breached, what is late and what nobody owns.
Breached9overdue obligations
At risk14inside 48 hours
Unassigned7no owner at all
Reopened2closed then raised again
Exceptions
9 open| Contract | Counterparty | Problem | Whose | Overdue by | Value at risk |
|---|---|---|---|---|---|
| CTR-2214 | Aldercroft Components | Insurance lapsed | Theirs | 20 days | $284,000 |
| CTR-2190 | Cavell Metals | No owner | Ours | 9 months | $180,000 |
| CTR-2081 | Harrowgate Freight | Service review missed | Ours | 14 days | $96,000 |
| CTR-1998 | Kestrel Packaging | Volume commitment behind | Ours | - | $62,000 |
| CTR-2240 | Selby Industrial | Signed copy not on file | Ours | 4 months | $412,000 |
The last row is the one that matters: an agreement in force with no executed copy held. Everything else is recoverable by a phone call.
Two of the nine trace to leavers and one to a missing document. Neither is a contract problem. They are a handover problem and a filing problem, and the register can only show them, not fix them.
People
Who has an account, and what they own.
People
18 accounts| Name | Role | Owner | Last active | Status |
|---|---|---|---|---|
| Lena Brandt | Administrator | Legal | 5 minutes ago | Active |
| Tom Ellery | Contract manager | Procurement | 2 hours ago | Active |
| Sara Duarte | Contract manager | Operations | 1 day ago | Active |
| Jonas Weber | Reviewer | Legal | 3 days ago | Active |
| Otto Lindqvist | Read only | Finance | 1 week ago | Active |
| Beatriz Camara | Contract manager | Procurement | Left 2 June | Deactivated |
Deactivating somebody prompts you to reassign what they own rather than doing it silently, because an unowned record is how a register rots.
Roles
What each role is scoped to and what it may approve.
Recent changes
Legal given clause-wording rights on every contractLena Brandt · 4 MarchLogged
Contract manager ceiling set at $25,000Lena Brandt · 12 JanuaryLogged
Role changes sit in the same audit log as record changes, because both change what somebody can do.
Why custom roles exist
- Legal may change wording on any contract but cannot serve notice
- A contract manager owns a portfolio, so a transfer needs two people
- Read only includes audit, who must not be able to correct what they find
- Nobody except an administrator can delete an executed document
Roles
5 roles| Role | Type | People | Scope | Can approve to | Status |
|---|---|---|---|---|---|
| Administrator | Built in | 2 | Everything | No limit | Active |
| Contract manager | Built in | 6 | Own portfolio | $25,000 | Active |
| Reviewer | Built in | 3 | Read all, comment | - | Active |
| Legal | Custom | 2 | Clause wording, all contracts | No limit | Active |
| Read only | Custom | 5 | Read all | - | Active |
A role carries a scope and an approval ceiling. Both are enforced on the server; hiding a button is not access control.
Permissions
Every capability against every role, as enforced.
What each role can do
10 capabilities| Capability | Administrator | Contract manager | Reviewer | Legal | Read only |
|---|---|---|---|---|---|
| View the register | Yes | Own portfolio | Yes | Yes | Yes |
| Add a contract | Yes | Yes | No | No | No |
| Raise a variation | Yes | Own portfolio | No | Yes | No |
| Change clause wording | Yes | No | No | Yes | No |
| Serve notice | Yes | Own portfolio | No | No | No |
| Approve a variation | Yes | To $25,000 | No | Wording only | No |
| Record an obligation as met | Yes | Own portfolio | Yes | No | No |
| Delete an executed document | Yes | No | No | No | No |
| Manage users and roles | Yes | No | No | No | No |
| Read the audit log | Yes | Yes | Yes | Yes | Yes |
Enforced per query rather than by hiding controls. A scoped "yes" means the row exists but is limited, which is why some actions need a second person.
Deleting an executed document is administrator only and still writes to the audit log. A register you can quietly edit is not evidence of anything.
Notifications
What the system sends, to whom, and when.
What is sent
Notice date approaching60, 30 and 7 days beforeOn
Obligation due14 days before, then on the dayOn
Obligation overdueWeekly until met or waivedOn
Variation awaiting signatureAfter 2 days, then dailyOn
Contract left unownedThe day the owner is deactivatedOn
Every message names the record it is about, so a reply lands somewhere.
Quiet hours
No routine notifications20:00 to 07:00, local to the personOn
Urgent overridesA notice date inside 7 daysOn
Weekly digestMonday 08:00On
A notification that waits until morning is one that did not work, so the override is explicit rather than a setting nobody finds.
Notification rules are yours to set. What is here is a starting point drawn from how the queue actually behaves.
Integrations
Connected systems and their sync history.
Connected
3 connectedDirectoryPeople, teams and leaversConnected
Document storeExecuted copies and variationsConnected
E-signatureSignature status and completed documentsConnected
Finance systemCommitted spend against each agreementNot connected
ProcurementPurchase orders raised under a frameworkNot connected
What breaks without them
- Without the directory a leaver keeps their portfolio until somebody notices
- Without the document store the register points at files nobody can open
- Without e-signature a variation is signed but the register does not know
- The register keeps working; the gaps are labelled rather than assumed away
Sync history
Last 24 hours| When | Source | Records | Result |
|---|---|---|---|
| 07:00 today | Directory | 512 people | 1 leaver, 3 contracts flagged |
| 07:00 today | Document store | 284 contracts | All resolved |
| 06:30 today | E-signature | 4 in flight | 2 completed |
| 07:00 yesterday | Directory | 513 people | No change |
A sync that half-succeeded is listed as such rather than as a failure, because the records that did land still changed something.
Import and export
Bulk load and extract, with per-row validation.
Import
Validated before anything is written. A file with one bad row imports the rest and tells you which line failed and why.
Export
RangeEverythingThis yearFiltered view
Recent imports and exports
Last 30 days| When | What | Rows | Result | By |
|---|---|---|---|---|
| 1 Sep 11:20 | Import | 96 | 94 loaded, 2 rejected | Tom Ellery |
| 28 Aug 15:40 | Export | 284 | Complete | Lena Brandt |
| 20 Aug 09:15 | Import | 41 | Complete | Sara Duarte |
Every import is kept with its source file, so a bad load can be traced rather than argued about.