Extract contract obligations at scale

Review selected contracts and amendments. Produce a structured register of obligations, renewal dates, notice periods and clauses requiring professional review, with supporting source references.

Build a contract review register

Workflow: Analyse and produce.

Information to use

Selected contracts, schedules and amendments from uploaded files or an accessible SharePoint folder, plus your extraction criteria.

Output

A CSV register of parties, obligations, renewal dates, notice periods and review flags, with source locations where available.

Capabilities to enable

Batch processing and Jobs. M365 Tools is needed when retrieving contracts from SharePoint. Save a batch preset for repeatable reviews.

Example prompt

Extract obligations, renewal dates, notice periods and pricing provisions from these contracts. Include supporting clauses and flag ambiguous or missing information. Return a CSV for legal and procurement review.

Review and access

Professional reviewers confirm clause interpretation and deadlines, including the effect of amendments. The register supports review rather than providing legal advice.

Batch processing guide

All Use Cases
Chief of Staff
Project Manager

Prepare the weekly delivery review

Review a supported Planner board and prepare a briefing on overdue tasks, stated blockers and upcoming deadlines. Include task links and questions for owners to confirm.

All Use Cases
Product Manager
Customer Support Lead
Sales and Marketing

Classify customer feedback in bulk

Apply your categories to a supplied feedback dataset. Return structured results with uncertain records flagged, then summarise themes for product, support and marketing review.

All Use Cases
Sales and Marketing
Customer Success / Account Manager

Draft follow-ups from customer conversations

Use an available meeting transcript and relevant correspondence to prepare an Outlook draft. Cover agreed requirements, open questions and proposed next steps for you to review and send.

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