Configurable workflows route every agreement. The scheduler watches notice windows. The timeline writes itself.
Define the stages an agreement passes through — Draft, Review, Execution, Active, Renewal. Transitions can be manual or triggered by events like a signature completion.
The scheduler continuously monitors every active contract. When a notice window opens, alerts fire via Slack, email and in-app — with enough lead time to act.
Every status transition, field update, comment, signature event and renewal action is captured in the per-contract timeline. The audit trail is the timeline.
Scroll through every stop. Lifecycle workflows route the agreement, e-signature closes the loop, and the timeline writes itself.
01StopGenerate from a template or import an executed PDF. Either way, the fields populate themselves the moment the document lands.
MSA — Acme.pdf02StopEvery redline and comment lives on one canvas. The diff is the audit trail — no shadow versions on Drive.
MSA — Acme.docx60 days written notice90 days written noticeLate fee 1.5% / moLate fee 2.0% / moMariana · Push to 90 days — matches finance close.
Diego · Counterparty agrees to 2.0%.
03StopSend an e-signature envelope in sequence or in parallel, from any connected account at the org level.
Vendor MSA — Acme
M. Rivera
VP Legal
J. Chen
CFO
A. Pérez
Counterparty
04StopOnce active, the renewal scheduler continuously watches notice windows. Every change leaves a trace.
47 days to renewal · notice requiredMar 14 · Activated
Apr 02 · Counterparty contact updated
Apr 15 · Renewal reminder scheduled
Apr 21 · Notice window opens
These are the patterns teams describe once contract renewal alerts replace calendar hacks. Each example stays grounded in lifecycle workflows, signed webhooks and the per-contract timeline — not heroics in email threads. The auto-renewal scheduler re-evaluates every active agreement hourly — not just on a nightly batch — so notice windows surface with enough runway.
A SaaS vendor agreement auto-renews unless either party sends written notice ninety days before the anniversary. LegalTalent stores the renewal date, derives the notice open date and fires contract renewal alerts to the channel that owns vendor risk while the notice window is still open.
Some MSAs run month-to-month with annual CPI adjustments. The scheduler tracks the adjustment window separately from pure termination notices so finance and legal see different alerts — both tied to the same contract record.
If a renewal task sits in Review too long, lifecycle statuses can route the contract to a named backup owner while Slack and email repeats keep pinging the original channel. Every nudge is written to the audit-ready timeline so leadership can see who saw what and when.
Add, rename or reorder lifecycle stages without code. Each tenant gets its own pipeline.
Alerts fire when a notice window opens — not when the deadline has already passed.
The renewal scheduler runs automatically — no batch job that runs once a week and misses a Friday deadline.
Slack, email and in-app — choose per channel, per contract type or per team.
Every lifecycle event publishes to an event stream. Connect your own audit tooling or SIEM.
Transition, reassign or tag multiple contracts at once from the portfolio view.
Bring a sample contract, give us 30 minutes. We'll walk through ingestion, extraction, the AI assistant and the lifecycle scheduler against a real document — not a slide deck.
Pricing scales with your contract volume — talk to us.