Sends a monthly list of renewals due in the next 120 days with owner, value, and notice date.
Part of Renewal Calendar
Tools
Conga, Icertis, Zilliqa
Outcomes
Renewal pipeline sized monthly • Spend forecast stays current
Documentation
Instruction-ready detail below
Every month, pull the <in:spreadsheets>renewals</in:spreadsheets> due in the next 120 days and <email>email</email> the list with owner, value, and notice date.
Every month, pull the <in:spreadsheets>renewals</in:spreadsheets> due in the next 120 days and <email>email</email> the list with owner, value, and notice date.Tools
Conga, Icertis, Zilliqa
Trigger
Every month on the first business day
Setup time
15 minutes
Flags the auto-renewal clause and names the opt-out date 60 days before the notice window closes.
Opens a notice task and emails the contract owner 90 days before a renewal date.
Sweeps open termination notice windows each quarter and warns owners before the deadline passes.
Compares incoming clauses against the recorded positions and returns the exceptions as a short list, so a reviewer opens a document with the argument already framed.
Watches every tracked date across contracts, filings, and matters, and warns the named owner while there is still time left to act on it.
Routes every contract request to the right lawyer with the type, value, and risk already read off the document.
Download
Download the app and begin with drafts and checklists before you write anything back.