Instantly extract contract start, end, and renewal dates from any uploaded PDF or Word file, with automatic processing triggered on upload.

• Extract key dates like renewal, termination, and notice periods. Multiple formats are supported.
• Auto-map them to fields on Opportunities, Accounts, or custom objects.
• Power renewal alerts, reminders, and dashboards in Salesforce.

Scan contracts for business-critical clauses like SLAs, penalties, and indemnities, and store them as structured Salesforce data.

• Capture and tag clauses by category (renewal, liability, confidentiality, etc.).
• Flag risky terms or missing clauses for review.
• Enable clause-based reporting for compliance or audit.

Use AI-powered logic to link extracted contracts and clauses to the correct Salesforce records — even when names or phrasing differ.

• Match by Account/Opportunity name, client ID, or contract number.
• Recognize variations in clause language, e.g., “renewal date” vs “contract extension term.”
• Trigger a fallback Flow if match confidence is low, prompting manual review.

Extracted contract data flows directly into Salesforce fields and can be used to automatically generate new contract documents or ammendments.

• Populate templates with renewal dates, SLAs, indemnities, or other extracted clauses.
• Map extracted terms, values, and dates to standard or custom Salesforce objects.
• Trigger document creation and follow-up actions like reminders automatically using declarative Flows — no code needed.

Turn static contract data into live business intelligence with reminders, reports, and dashboards.

• Auto-generate summaries, and schedule renewal or expiry notifications via Flow.
• Build dashboards for contract value, risk, or renewal pipeline.
• Integrate insights with CRM and forecasting processes.