Every agreement the company holds, found by any word in it
A large contractor holds thousands of agreements across legal entities and business units, in more than one currency, and is asked about them by auditors, lawyers and its own leaders. The repository keeps each one with the facts your company tracks, finds any of them by a phrase or a clause number, and shows how long agreements take and where they wait.
Legal entities and business units
Under Repository setup, the account owner or a manager keeps the legal entities of the company and the business units under them, up to two hundred, each with its UEI, CAGE code, address, signatories and a prefix for numbering. Each agreement is put under one of them.
The account owner can limit a role or a person to some entities. They then read only the agreements of those entities, in every list, search, count, report and export, and a new agreement they start is for the first of them.
- An account with one legal entity puts every new agreement under it
- An entity no agreement is for is removed, and one in use is turned off
- Each limit set or taken off is written to the account's history
Numbering, currencies and fields of your own
Agreements are numbered AG, the year and a running number, such as AG-2026-0001. An entity with a prefix numbers its own the same way under that prefix, and so does an agreement type your company adds with a prefix of its own.
Each agreement carries one of 48 currencies and is shown in it everywhere. Totals are kept per currency and never added across. Choose a reporting currency and keep your own rates to it, and a total in several currencies is converted at your rates and always said to be converted. A currency with no rate is named, never guessed.
Add fields of your own for every kind of agreement or for some: text, a number, an amount, a date, one of a list, or yes or no, required or not, up to sixty. They are on the record, filtered on, shown as columns and exported. Tags go on any agreement.
Found by any word, or by how a clause is held
The Agreements view searches the words of the current version of every agreement and its facts. Put a phrase in quotes, OR between two words, NOT or a minus before a word to leave it out, and a star after a word for every word it starts. A clause number such as 52.204-21, or an agreement number, is found as written. Each result shows the passage that matched.
Filter by kind, status, risk, owner, counterparty, side, entity, currency, tag, legal hold, value, dates, who must approve, retention, your own fields, and how a clause is held: as your standard, as your fallback, changed, not standard, missing, or any deviation. Choose the columns, sort it, and Save as a view, private or shared. A view can be sent to you as a file every week or every month.
- Up to 500 rows a page
- Every row is held to who may read it
- Restricted agreements are left out for anybody who may not read them
By counterparty, and by family
Counterparties lists every company the account has agreements with, each with a page of its own: its agreements by where they are, the value in effect, what each side owes, the average risk and the next end or notice date. Families draws each master agreement with its orders, statements of work, amendments and renewals as a tree, with its totals rolled up. Both are held to who may read each agreement, and both leave as Excel workbooks.
Bulk changes
Choose agreements, or take everything a filter finds, and give them to an owner, move them to a status where the move is allowed, set the entity, add or take off a tag, put them on or take them off a legal hold, or ask for a renewal review, which gives each owner a task to renew, renegotiate or let it end. Each agreement is checked as if it were changed by hand, and each change is written on its own history.
Legal holds, retention, and every change kept
The account owner or a manager sets a legal hold with a name and the reason, such as a notice of a claim, and puts agreements on it. An agreement on a hold is never removed or disposed of, and each says so in its history when it is put on the hold and when the hold is released.
Retention says how many years after it ends each kind of agreement is kept. What is past its retention is listed under Repository setup for a decision and is never removed by itself: Keep two more years, or Dispose of it, which only the account owner may do, never for an agreement on hold, and which the account's history keeps.
Every change of a field is kept on the History tab of the agreement: what it was, what it became, who changed it and when.
- A signed agreement is a record: it ends, and is not deleted by hand.
- Holds are listed with how many agreements each one holds.
- A restricted agreement stays restricted on every hold and in every list.
Where agreements wait, and what they hold
The Analytics view answers what a contracts leader asks of the agreements, counted over the ones the person asking may read: how long each stage takes, where agreements wait, approval steps, how often each clause departs from your library, risk exposure, renewals and notice windows ahead, how obligations are met, value under contract, and the same by month. Times are given as the median and the ninetieth percentile.
Choose the last three, six, twelve or twenty-four months, or all of it, and narrow it to one entity or one kind. Every figure is a link to the list of agreements behind it.
- Twelve months unless you choose another period
- Values kept per currency
- Taken out as a workbook
the shape of the distribution, not a point on it
Exports
The repository leaves as an Excel workbook or a CSV file, as filtered, with every column and every field of your own, up to 25,000 rows a file, and a sheet of the obligations of the agreements in it. Converted values say the rates they used. The analytics leave the same way.
Questions across your agreements, only when AI is on
AI in Agreements is off for every account until we offer it and the account owner or a manager turns it on. When it is on, Ask AI at the head of Agreements takes a question across your agreements. The agreements are found first by search and by your filters, and the counts come from the search, not from AI. The best eight are read, two passages of each, and an agreement the person asking may not read is left out. The answer cites the passage behind each sentence, and a sentence that cites none is removed.
Where it stops
The repository comes with Agreements on every paid plan. It keeps what the company enters and what is read from its agreements by rule. Converted totals use the rates your account keeps and are not exchange rates of the day. A legal hold and a retention schedule are records the company keeps; deciding what the law requires of it is a question for counsel.
Related
- Agreements NewThe whole lifecycle, from the request to renewal or the end.
- Agreement intake and approvals NewThe stages behind where agreements wait.
- Agreement playbooks NewThe positions behind how each clause is held.
- Roles and access NewThe roles an entity limit applies to.
- Your libraryWhere the files behind each agreement are kept.
- The platform NewWhere this sits among the eight parts of the product.
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Every code, every buying office, every vendor and every recompete, organized from the federal record and read nightly. Open it with a plan.