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Compliance & Audit agent

Contract obligations

Reads each signed contract for what you’ve promised and by when, then gives every duty an owner, a date and a reminder. When a promise doesn’t match what you have on file, legal hears first.

  • $12,500 fixed
  • Live in 3 to 6 weeks
  • Yours to keep
Let’s build your agent How it works
The review screen for Contract obligations: four items, three done, and one ($3M on file) waiting for the legal lead, who is asked: The contract needs $5M of cyber cover and your policy is $3M. Ask the broker to raise it?
How it works

What you promised in the contract, on a calendar with a name on it.

Here’s a typical run, step by step: what automation handles, what the agent does, and the calls that stay with your team.

The workflow for Contract obligations, in 5 steps. It starts with “A contract is signed” and ends with “Every duty on the register”. Each step lists what automation, the agent and your team do there.
Contract obligationsA typical run
Starts withA contract is signedLinden Health’s three-year services agreement comes back signed, with two schedules and a security addendum.
The agent: Reads the agreement, both schedules and the security addendum together, since a schedule can change what the main terms say.
~14h/mo

Step 1 of 5Read the whole contract

  • The agent

    Reads the agreement, both schedules and the security addendum together, since a schedule can change what the main terms say.

    A 30-day notice period on page 4 can become 60 days in a schedule on page 31.

Reads
  • Contract folder
Writes
  • Obligations register

~14 hours a month back

The agent: Pulls out each duty and its timing: a quarterly service report, 60 days’ notice of a price change, data returned within 30 days of exit.
~12h/mo

Step 2 of 5Pull out each duty

  • The agent

    Pulls out each duty and its timing: a quarterly service report, 60 days’ notice of a price change, data returned within 30 days of exit.

    Promises rarely sit in one tidy clause. They hide in definitions, schedules and footnotes.

Reads
  • Contract folder
Writes
  • Obligations register

~12 hours a month back

Where teams differSome teams track only dates and renewals. Others log every reporting, notice and insurance duty.

The agent: Checks each duty against what’s already on file. The contract asks for $5M of cyber cover, and your certificate shows $3M.
~6h/mo

Step 3 of 5Check against the file

  • The agent

    Checks each duty against what’s already on file. The contract asks for $5M of cyber cover, and your certificate shows $3M.

    The clause and the certificate say it in different words. Reading both is how a $2M gap shows up.

Reads
  • Insurance file
  • Obligations register
Writes
  • Obligations register

~6 hours a month back

Automation: Anything that doesn’t match what you have, or reads two ways, goes to the legal lead with the clause quoted.
IfYour team: Has finance raise the cover with your broker, or goes back to Linden Health to agree $3M in an amendment.
~4h/mo

Step 4 of 5Settle the mismatch

  • Automation

    Anything that doesn’t match what you have, or reads two ways, goes to the legal lead with the clause quoted.

    The comparison has already found the gap. Sending it to legal is simply the next step.

  • Your teamIf a duty doesn’t match

    Has finance raise the cover with your broker, or goes back to Linden Health to agree $3M in an amendment.

    Buying more cover or reopening a signed contract is a business call with a cost either way.

Reads
  • Obligations register
Writes
  • Obligations register

~4 hours a month back

Where teams differIn-house counsel settles these at many companies, the COO at others, and finance when it comes down to cost.

Automation: Gives each duty its owner from your rules, puts the dates on their calendar and reminds them ahead of each one.
~8h/mo

Step 5 of 5Set owners and dates

  • Automation

    Gives each duty its owner from your rules, puts the dates on their calendar and reminds them ahead of each one.

    Service reports go to the account lead and price notices to sales ops, by the rules you set.

Reads
  • Obligations register
Writes
  • Calendars

~8 hours a month back

Where teams differReminders might come 30 days ahead or a week, depending on how much work the duty takes.

Ends withEvery duty on the registerEach one with its clause quoted, an owner, a date and a reminder set ahead of it.
Total~44h/mo

What changes

Each duty in a signed contract gets an owner, a date and a reminder. Legal hears about the ones that don’t match what you have on file.

  • 2steps automated
  • 3steps for the agent
  • 1call kept with your team

Pick any step to see what happens there and why it sits in that lane.

What it could be worth

~44 hours a month back

$37,000 a year in time

For a company signing about 20 customer and supplier contracts a month, at $70 an hour. We work out yours from your own volumes before you sign.

Let’s build your agent
What we customize with you

One proven agent, plugged into how you work.

Every team does this job a little differently, so we set these five with the people who do it today. We’ve done this in dozens of businesses, so we know where teams usually differ and ask about those first.

The agent

Same for every client
  • Follows the same proven steps
  • A person on every exception
  • Every decision logged
  • Tested on your past work first
  • Never changes or signs a contract

  1. Your systems

    Where the work comes in, and where the result goes.

    For this agentSigned contracts from your contract folder or e-signature tool, obligations into your register.

  2. Your rules

    The limits and exceptions it works to.

    For this agentWhich clauses count as obligations, and how far ahead each owner hears.

  3. Your team

    Who signs off, and who covers when they’re away.

    For this agentThe legal lead for conflicts, each obligation’s owner for their own dates.

  4. Your channels

    Where your team hears from it.

    For this agentEmail or Slack to owners, a monthly list for legal.

  5. Your output

    What it hands back, in the format you already use.

    For this agentA register line for every promise, with its clause, owner and date.

Contract review before signing and contract renewals are other agents in the catalog. Deciding what a clause means for the business stays with your team.

What you get

The agent, and everything that keeps it working.

  • The agentRunning on your systems, under your rules.
  • The review screenWhere the exceptions land for your legal lead and the owner of each obligation.
  • Your rulebookYour limits, exceptions and who signs off, in one place, often for the first time.
  • A test reportYour past signed contracts, run through it and checked against the number.
  • The runbookHow it works, what to check, and what to do if it stops.
  • 30 days of tuningAfter it goes live, through a full month of your real signed contracts.
The number we agree

Obligations your team found out about after the date had passed. We measure it before we start, and again at day 30.

How we get there

Live in 3 to 6 weeks. About seven hours of your time.

We do the building. Your side: access, your signed contracts and any register you keep today, and a short weekly check-in.

  1. Before kickoff

    We send the access checklist.

    You, 2 hours. Access, an owner, and your signed contracts and any register you keep today.

  2. Weeks 1 to 2

    We connect your systems and set it up.

    You, 1 hour. Walk us through your rules.

  3. Weeks 2 to 4

    We test it on your past signed contracts.

    You, 1 hour. Review what it flagged.

  4. Weeks 3 to 6

    It runs beside your team, then goes live.

    You, 1¼ hours. Work from the review screen.

Then 30 days of tuning, with a short check-in each week, about two hours of yours. At day 30 we show you the number and hand everything over.

After it’s live

It keeps running whether or not we stay.

  • It runs in your accounts

    Your cloud, your systems, and an AI account in your name, billed by the provider at their rates.

  • Changes in the first 30 days are included

    A new rule, a changed limit, someone new signing off. That’s what tuning is for.

  • After that, your call

    Your team edits the rulebook, the care plan covers it, or a bigger change is quoted first.

Questions

About this agent.

What about contracts we signed years ago?
It can start with the contracts already signed, soonest dates first, then keep up with each new one as it’s signed.
Does it read amendments?
Yes. It reads each amendment with the contract it changes, and the register shows the term as it stands today.
Will it tell us what a clause means?
It quotes the clause beside each obligation. When the wording could be read two ways, it goes to your legal lead.
Our process isn’t quite like this. Will it still work?
That’s the usual case. The job looks the same in most businesses, but the details never do. We map how your team does it today, then set the rules, systems and approvals to match. That’s what most of the 3 to 6 weeks are for.
How do we agree the number?
Together, before any work starts. For this agent it’s the obligations your team found out about after the date had passed. We measure it before we start, and again at day 30.
What does it cost to run once it’s live?
Hosting and AI, paid straight to the providers, not through us. It usually runs 5x to 25x cheaper than doing the same work by hand, and we work out your figure from your real volumes before you sign.

Which contract would you want read first?

Tell us how your team handles signed contracts today. We’ll show you this agent on examples like yours, and whether it fits the fixed price.

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  • 3 to 6 weeksto live, then 30 days of tuning
  • $12,500fixed, per agent
  • Yours to keepno license fees
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