Keep track of every contract, up to its deadline
Every contract carries its status and key dates. Reminders go out before the notice deadline. The whole team works from the same repository.
A status for every contract
Drafting, negotiation, approval, signature, in force: the state of every contract is visible.
Notice periods anticipated
A reminder on the notice deadline gives you time to decide before an automatic renewal.
An organized repository
Folders, tags, statuses and saved filters: you find contracts by your own criteria.
What you actually do with Docform
The Docform features that address these needs, as they exist in the application.
A dashboard built around you
Build your home page with widgets: pending contracts, deadlines, saved filters. Each team member follows what concerns them.
An organized repository
Folders, categories, tags and custom attributes: your contract portfolio is structured, filterable and exportable to Excel or CSV.
Find a contract by criteria
Filter by counterparty, status, date or attribute, or ask the AI assistant to find the contracts that match your criteria. Imported scanned PDFs are made readable by OCR.
Configurable deadline reminders
Schedule a reminder on the end date, the notice deadline, a fixed date or a custom attribute. It goes to the document participants or to the people you choose.
Why deadlines get missed
A forgotten contract always comes back at the wrong moment.
Dates live outside the contract
A spreadsheet kept by one person, a reminder in a calendar: the date rarely survives a change of role.
The notice period is discovered too late
The auto-renewal has kicked in, and the discussion starts with another contract period on the table.
Nobody is named as owner
Everyone thinks someone else is watching the deadline, and the contract rolls over without a decision.
What people ask us most
How do you avoid an unwanted automatic renewal?
For each contract, you record the renewal type (none, automatic or express), the end date and the notice period. You then schedule a reminder on the notice deadline, as far ahead as you choose. It goes to the document participants or to named people, who have time to terminate or renegotiate.
Can you track contracts signed elsewhere?
Yes. A PDF, even a scanned one, can be imported into the repository: OCR makes it readable, and AI suggests its dates and parties, which you validate.
Who receives deadline reminders?
You choose when creating the reminder: the document participants, or specific users. The reminder can also be sent by email.
How do you see every contract coming to term?
You save a filter by end date, status or counterparty and display it on your dashboard.
What happens after signature?
The contract joins its folder with its amendments and attachments; the history and deadlines live in one place until the contract ends.
Keep an eye on every contract
A demo of deadline tracking and the contract repository, using your own cases.