Agreement Tracker
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Active Agreements
Annualised Value
Auto-Renew
Need Action
Viewing archived contracts —
# Vendor Product Term Value Status Renewal
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Configured Policies
≤30 day cancellation notice No auto-renewal ≤5% YoY price cap ≤12 month term Business change termination clause
Drop a contract PDF to review
MSA · SOW · Order Form · Vendor Agreement · Any PDF contract
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Contract Value by Department
Contracts by Status
Renewal Action Breakdown
Upcoming Renewals — Next 12 Months (Value)
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Contract Savings — Executive Summary
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Choose the right level of support

A clearer path from agreements to action.

Start with a reliable agreement record, then add the review, risk, and workflow tools your team needs as the operation grows.

Lite

For small businesses and office managers who need a dependable agreement home base.

  • Agreement and document inventory
  • MSAs, SOWs, NDAs, quotes, renewals, and vendor contracts
  • Key dates and renewal reminders
  • Document links, attachments, search, and basic filters
  • Upcoming-renewals dashboard
  • SharePoint-based setup
Most complete

Premium

For finance, legal, procurement, and operations teams managing risk and decisions across the business.

  • Everything in Lite
  • Contract Review against configured business standards
  • Advanced renewal and obligation tracking
  • Risk flags for missing exhibits and unusual terms
  • Document Inbox with human review before approval
  • Approval, review, and reminder workflows
  • Department, vendor, owner, and savings dashboards
  • Planned: bulk agreement intake and advanced Microsoft 365 integrations

Both plans are designed around SharePoint so your agreements stay in the Microsoft 365 environment your team already uses. Final packaging and pricing can be tailored during onboarding.

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