Renewal and expiry dates, raised in time.
Renewal dates, notice periods and expiry dates are usually written in signed contracts and certificates. We read them, record the dates that matter, and raise each one in time: a renewal message, a request for a new certificate, a note for the account manager.
From scattered to in order.
A note, an email, a file, each in its own place.
Contracts › Signed › 2024Ellerbay-maintenance-2024.pdf
Renewal dates sit in signed PDFs, easy to miss.
Harlow Facilities · Re: Annual renewalAs the notice period has passed, the contract renews at current prices.
A notice period passed before the price was reviewed.
Check Brennick's insurance???
A supplier's insurance expired unnoticed.
Contracts.xlsx · row 48Corran House · Ends 30/06 · Status: active
A contract lapsed while the work carried on.
How it runs
We read your contracts and certificates
Where you keep them today: start, term, renewal and expiry dates, notice periods, value and what is covered.
We record the dates that matter
Against each customer or supplier in your CRM, checked by your team.
Every week, we check what is coming up
Notice periods, renewals and expiry dates ahead, by the rules you set.
We draft what each date needs
A renewal message to the customer, a request for a new certificate to the supplier, and a note for the account manager with what to discuss.
Your team approves
Read it, change what you want and approve.
It goes out and is recorded
From your mailbox; the next step is recorded with its date.
SharePoint
Dropbox
Salesforce
AsanaAI reads signed contracts and certificates into your knowledge and picks out the dates and terms. Each date is shown with the sentence it came from, so your team can check it quickly.
Contracts library in SharePoint · MondayEllerbay Offices: maintenance agreement
- Renews1 March
- Notice deadline1 December
- Annual value€18,400
- Message to the customerProposes a review meeting
- Note for the account managerPrices unchanged since 2024
Questions
What kind of documents?
Customer and supplier contracts, insurance policies, certificates such as ISO or safety inspections, licences and permits: anything with a date that matters.
Can it read scanned documents?
Text PDFs and Word files, yes. For scans, we try them on your documents first and tell you what works.
Does it change the contract?
No. It reads documents and records their terms; the documents stay as signed.
Other jobs we handle
Common in manufacturing, logistics and transport and construction and field services.
Business Central
Zoho CRM
Gmail
HubSpot
Microsoft Teams
Google CalendarStart with a free 30-minute call.
Tell us which job you would hand over first. We'll tell you whether it's a fit and what it would take.