Portfolio & tracking
Every contract you hold, as one picture you can trust.
Renewals by month. Exposure by vendor. Where the next decision sits. Numbers only from paper that was read and confirmed — the rest is counted, not hidden.
Portfolio · Northwind LegalComputing from confirmed clauses
Renewal pipeline · next 6 months
Oct3 contractsNov2 contractsDecAcme · notice Dec 1JanGlobex · notice Jan 15Feb3 contractsMar1 contract
Exposure by vendorannual · parsed values only
Globex$412k
11 documents · 2 renewals in 6 mo · concentration 31%
Acme$190k
4 documents · Amendment 3 governs · notice Dec 1
Knowledge Services$118k
2 documents · CPI-linked · capped 5%
Helios Cloud$72k
3 documents · fixed term ends Oct 31
Initech$48k
1 document · list-price renewal · uncapped
Trust gate · 9 contracts excluded from totals6 with no parsed value · 2 junk counterparties · 1 awaiting review. Counted here, not in the numbers above.
Every figure traces to a confirmed clause · click any bar to open the contracts behind itCSV export · saved views
Renewals · exposure · concentration · fulfilment — with the gates that keep them honest
The register is where the questions get answered.
Legal · procurement · finance
The renewal calendar, the vendor spend and the exit costs — from the paper, not the spreadsheet.
Migrate a shared drive of PDFs in one job. Duplicates merged, families detected, nothing tracked until a person says so.
Vendor profiles with owners, documents, and every live commitment. Concentration and exposure computed from confirmed values.
Rights, not just risks: renewal options, exit windows, audit rights and price protections you can act on.
Lawyers · firms
Every client's paper in a matter, with the dates that matter surfaced first.
Matters hold contracts, drafts, deadlines and collaborators per client. Access is granted per matter, never blanket.
Search in plain language across clause text, counterparty, type and value — and land on the clause.
Share a tokenized summary with a client, or let them acknowledge obligations in a minimal portal. Nothing else is exposed.
02Counterparties
Four spellings of one vendor become one vendor.
Suffixes and role annotations are stripped, near-matches are proposed, and you confirm the link in one click. Exposure and renewals roll up to the real relationship.
Relationships · suggested links
Globex Ltd (the “Vendor”)4 docsrole annotation stripped
GLOBEX SERVICES LIMITED3 docscase and suffix normalised
Globex3 docscanonical
Globex Services Ltd., a UK company1 docdescriptive tail stripped
Same counterparty · Globexa suggestion, not an action
Globex · one vendor profile$412,000 / yr11 documents · 3 families · 2 renewals in the next 6 months · owner Morgan · linked by Jordan ·
Normalised name · role annotation stripped · you confirm the link
03Two shelves
Tracked chases you. Reference never does.
Not every document deserves a reminder. The register separates the contracts that run your follow-through from the ones you simply need to be able to find — and lets you move a document between shelves any time.
Tracked 128Reference 61
Notice by Dec 1 · Acme MSA 2024in 85 daysauto-renews · owner Jordan · 3 reminders placed
Decide · renew or exit · Globex Servicesby Nov 1$182,000 to exit today · owner Morgan
Insurance certificate due · Helios CloudOct 15theirs · awaiting event · “this happened” check-in
Initech_ToS_2023_superseded.pdfreferencereadable · searchable · never chases · Move to Tracked
Nordwind_NDA_2021_expired.pdfreferenceconfidentiality survived to Mar 2026 · now closed
Tracked rows lead with the ask · reference rows with the file
04How it works
From a shared drive to a picture you trust.
01ImportConnected drive, CLM export, spreadsheet plus files or a zip. Columns mapped, duplicates found, dry run first.
02ResolveFamilies detected, near-duplicates decided, counterparties normalised and linked with your confirmation.
03ShelveTracked runs follow-through. Reference stays searchable and silent. Move documents between them any time.
04ReportPipeline, exposure, concentration and fulfilment — with trust gates on every total and exclusions listed.
05Before · after
The register used to be a spreadsheet and a hope.
The way it wasWith ClauseMinds
Renewal dates in a spreadsheet, updated when someone remembers.Computed from governing terms. Amendments move them automatically.
Vendor spend from accounts payable, after the fact.Exposure from confirmed clauses, before the fact. Excluded contracts listed.
“How many contracts do we have?” takes a week.A register with two shelves. Ask it in plain language and get the count with the list.
Every document gets a reminder, so none of them land.Only the Tracked shelf chases. Reference is read, searchable and quiet.
06When this happens
When the data is messy — which is always.
WhenThe source drops halfway through a 1,284-file import.ThenNothing is half-done. 795 complete, 489 not started, one button to reconnect and resume.resumable · dry-run first
WhenTwo vendors turn out to be the same company.ThenA link is suggested with the reason — suffix stripped, role annotation removed. You confirm; exposure rolls up.a suggestion, not an action
WhenThe board asks for concentration risk.ThenA concentration index from confirmed values only, with the excluded contracts counted beside it.trust gates
07Principle
A number without a clause behind it is a rumour.
01Parsed values only.A figure exists when a confirmed clause supports it and validates as money. Otherwise it contributes nothing.
02Excluded data is counted, not hidden.Unparsed values, junk counterparties and items in review are listed with the totals they are missing from.
03Every bar opens to the contracts behind it.Click a month, get the contracts. Click a contract, get the clause.
08Said plainly
What it does not do.
It is not source-to-pay.No purchase orders, goods receipts or invoice flows. It knows what you committed to, not what you paid.
No ERP or DMS connectors yet.Saved views export to CSV and signed webhooks fire on events. That is the honest integration story today.
Early portfolios show fewer numbers.Trust gates mean a fresh import with unparsed values reports less — visibly — until the exhibits are in.
Everything in the register
What ships with portfolio & tracking
Renewal pipelineRenewals by month with the notice windows that close first. Click through to the contracts behind any bar.
Vendor exposure & concentrationAnnual exposure per counterparty; concentration index across the book. Parsed values only.
Trust gatesValue ceilings, $0 for non-monetary families, junk counterparties excluded from rankings. Excluded data is counted, never hidden.
Counterparty normalisationSuffixes and role annotations stripped; near-matches suggested; you confirm the link.
Vendor profilesOwners, documents, live commitments and renewal decisions per relationship.
Two shelvesTracked runs follow-through; Reference is searchable and silent. Move a document between them any time.
Bulk migrationConnected drive, CLM export, spreadsheet + files or a zip. Mapping, duplicates, dry run, resumable run, report.
Rights surfaceThe affirmative mirror of risks — renewal options, exit windows, audit rights, price protections.
Saved views & foldersSlice by type, owner, counterparty, value or risk; save it; export CSV.
MattersFor firms: contracts, drafts, deadlines and collaborators per client, with per-matter access grants.
Questions people ask
From values parsed out of confirmed clauses, validated as money. A contract whose value could not be parsed contributes nothing to the totals — and is listed as excluded so you can fix it. Non-monetary families count as $0 by design.
Run an import job: point it at a connected drive, a CLM export, a spreadsheet plus files or a zip. It maps your columns, finds exact and near duplicates, detects families, dry-runs the plan and then runs — resumable if the source drops. Nothing is tracked until a person decides the shelf.
No. Only the Tracked shelf runs follow-through. Reference documents are read and searchable but never chase anyone, so an expired NDA or a superseded version does not generate noise.
Yes, narrowly. Tokenized share links expose an obligation summary; the counterparty portal lets the other side acknowledge obligations and report events. Neither exposes the rest of the register.
Bring the whole shared drive.
One import job. Duplicates merged, families found, nothing tracked until you say so.
14 days free · no card