Contract Obligations & Terms Tracker

The problem this kills

The deal closed because someone promised something: a 4-hour SLA, a custom onboarding, a price hold for 18 months, a quarterly business review, a 60-day notice window before auto-renewal. That promise lives in a signed PDF that nobody opens again until something goes wrong.

So obligations quietly slip. The renewal auto-renews because nobody watched the notice date. The SLA gets missed because delivery never knew it existed. The "special pricing" gets billed at list. Legal, CS, and sales ops each have a partial picture, and none of them can answer the simple question: what did we actually commit to across our whole contract base?

The answer is usually scattered across PDFs, email threads, and a spreadsheet that's three quarters out of date. That's not a system of record — that's a liability waiting for a renewal date.

What you'll build

A private, login-protected web app for your team that turns every signed contract into a tracked set of obligations:

• Upload the signed contract (PDF) to secure storage.
• Capture the key terms — either typed in by a person, or AI-drafted from the document text for a human to review. Each suggested obligation is shown right next to the source clause it came from.
• Confirm clause by clause. Nothing reaches the register until a person reads the obligation against its source text and clicks confirm (or edits it first). Unusual or non-standard commitments get flagged for extra review.
• Commit to the obligations register — your reviewed system of record — with an owner, a due date, and a type (SLA, deliverable, pricing, renewal/notice, custom).
• Get reminded by email before any time-bound obligation comes due, so renewal notice windows and delivery deadlines never sneak up on you.
• Export a clean CSV in the exact columns your other systems expect.

What's inside the Implementation Plan

A complete, paste-and-go runbook written for a non-coder. You hand the whole file to an AI coding agent (Claude Code) and it builds the tool with you, step by step.

It opens by interviewing you about your business. Before a single line is built, the plan makes the agent ask about your real contracts: what obligation types you actually track, how you name and number contracts, who owns delivery, your typical and peak contract volume, your approval and review rules, and your messiest edge cases (amendments, multi-year terms, evergreen auto-renewals). It reflects a short tailored spec back to you, you give the thumbs-up, and only then does it build — so you get a tool shaped around your contract base, not a generic template.

Inside you'll find: the discovery interview, the exact data model, the upload-and-extract flow, the clause-level human review screen, the obligations register, the Resend reminder engine, the governance layer, and the CSV-export fallback path — each step ending with a ready-to-paste prompt.

The governance it includes (this is the point)

This is built to be trusted by legal and ops, not just convenient for sales:

• Login so only your team can get in.
• Row-level security so people only ever see their own organization's contracts and obligations.
• A complete audit trail — who captured, edited, confirmed, or exported each obligation, and when.
• A hard human-in-the-loop gate. AI never writes to the register. It only drafts. A person confirms each obligation against the source clause before it's committed.
• Duplicate guards keyed on contract + obligation, so the same commitment can't be logged twice.

Who it's for

Sales ops, customer success, and legal/ops teams who need one trustworthy answer to "what did we actually commit to?" — across every signed contract, with the time-bound promises tracked instead of forgotten.

You've got this. Paste the first prompt and let the agent interview you.