Agreement Tracker
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— Active Agreements
— Annualized Value
— Auto-Renew
— Need Action
Tools
Viewing archived contracts —
# Vendor ↕ Product ↕ Term ↕ Value ↕ Status ↕ Renewal ↕
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Configured Policies
Drop a contract PDF to review
MSA · SOW · Order Form · Vendor Agreement · Any PDF contract
Choose File
Contract Value by Department
Contracts by Status
Renewal Action Breakdown
Upcoming Renewals — Next 12 Months (Value)
Documents awaiting review
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Contract Savings — Executive Summary
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Lite and Premium

Start with a reliable agreement record, then add contract review 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 tracking
  • Document links, attachments, search, and basic filters
  • Upcoming-renewals dashboard
  • Department, status, renewal, and savings dashboards
  • Import agreements — fill in a form or an Excel template to add many at once, or update the ones you have
  • 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
  • Automated renewal reminders by email, from a flow in your own tenant
  • Document Inbox — forward an agreement to your intake address and it lands in your queue for review
  • Obligations view — what is overdue, or falls due soon, across every agreement, worst first, from the obligations recorded on each one
  • Risk flags for missing exhibits and unusual termsPlanned
  • Acting on obligations — reminders and escalation by emailPlanned
  • Approval and review workflowsPlanned

Planned means designed and not yet built — it is not part of what Premium delivers today, and nothing here is charged for until it ships. 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. This deployment is on the Lite plan.
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