Obligation Agent
Learn how the Obligation Agent tracks contract deadlines and sends timely reminders.
The Obligation Agent tracks important dates and obligations in your contracts, ensuring you never miss a critical deadline.
How It Works
The Obligation Agent scans your contracts and:
- Extracts obligations from AI analysis
- Monitors upcoming deadlines within 30 days
- Creates reminder actions before due dates
- Tracks obligation completion status
What It Tracks
The agent monitors various obligation types:
| Type | Examples |
|---|---|
| Payment | Invoice due dates, payment milestones |
| Reporting | Quarterly reports, compliance submissions |
| Deliverables | Project milestones, service deliveries |
| Notices | Required notifications, updates |
| Renewals | Option exercise dates, renewal windows |
Obligations come from AI analysis of your contracts. The more detailed your contracts, the more obligations the agent can track.
Look-Ahead Window
The agent creates reminders for:
- Obligations due within 30 days
- Important dates approaching
- Recurring obligations (next occurrence)
Priority Levels
Deadline urgency determines priority:
| Priority | Condition |
|---|---|
| Urgent | Due within 3 days |
| High | Due within 7 days |
| Normal | Due within 30 days |
Reminder Actions
When you approve an obligation reminder:
- A notification is sent to relevant team members
- The obligation is marked as "reminded"
- You can track completion from the contract page
Managing Obligations
From the contract detail page:
- Go to the Obligations tab
- View all extracted obligations with due dates
- Mark obligations as complete when fulfilled
- Add notes about completion status
You can manually add obligations that weren't extracted by AI. Go to the contract page and click "Add Obligation" in the Obligations tab.
Avoiding Duplicate Reminders
The agent won't create duplicate reminders for:
- Obligations that already have pending actions
- Completed obligations
- Obligations with recent reminders (within 7 days)
Best Practices
For effective obligation tracking:
- Review obligations after each contract upload
- Correct any incorrectly extracted dates
- Mark obligations complete when fulfilled
- Use obligation data for contract audits
Integration with Calendar
Obligation dates can be:
- Exported to calendar applications
- Included in scheduled reports
- Synced with external project management tools (Enterprise)