Contracts, Obligations & Approvals

Track every contract. Every obligation. Every approval.

A central register of every signed agreement, the live obligations attached to each one, and the approvals that move them through their lifecycle. Available as an add-on.

The problem

What this replaces.

Where's that contract again?

Shared drive folder labelled Contracts Final FINAL v3.

Missed renewal again, it silently auto-renewed.

Calendar reminders set by whoever was in the room when we signed it.

Did legal sign off on this?

Email threads, slack DMs, no record.

Who decided this, and when?

Hunt through Outlook.

We have to plant 20,000 trees by 2027. How many so far?

Spreadsheet, somewhere, last updated who knows.

Did we ever submit that annual insurance certificate?

The auditor is asking. We're checking emails.

Contracts

Living records, not filed PDFs.

Service agreements, NDAs, supply, leases, performance bonds, concessions, consents. Every contract on the partner record, every transition reversible, every renewal date surfaced before it lapses.

/01

Contracts as living records, not filed PDFs

Every signed agreement on top of a Partner relationship. Type, value, effective and expiry dates, governing law, confidentiality level, payment terms, internal owner. The signed PDF lives on the contract; the record is the source of truth.

/02

Lifecycle: Draft, Active, Closed

A clear stage strip. Activation captures the signed date and the executed PDF. Auto-expire on the expiry date. Terminate with reason (with or without cause), supersede with a replacement contract. Every transition is reversible.

/03

Renewals and extensions, on the record

Capture predetermined extension rights up front ("10 years + two 10-year renewals"). Track the use-it-or-lose-it decision deadlines. Exercise an extension to roll the expiry date forward while the original committed term is preserved for audit.

/04

Register health snapshot

A completeness snapshot across your active contracts. See where the data is thin before the auditor does.

Obligations

The unit of work, tracked.

Every condition, deliverable, and recurring commitment embedded in a contract becomes a tracked obligation. With an owner, a due date, evidence requirements, and a place on a dashboard.

/01

Every condition becomes a tracked obligation

Conditions, deliverables, recurring commitments. One-off or recurring (monthly, quarterly, yearly, custom). Binary ("done / not done") or numeric against a target (12,000 of 20,000 trees). Cumulative progress log with per-entry evidence.

/02

Owner, watchers, counterparty contact, severity

Every obligation has an owner and watchers. A counterparty contact for the other side of the contract. Severity tags it as regulatory, commercial, or reputational so you know what's serious.

/03

Evidence required before completion

Mark an obligation as requiring evidence and you can't mark it done without attaching it. The certificate, the photo, the signed-off form, on the record.

/04

Dashboard, what needs attention this week

Overdue flagged red. Due-in-7, 8–30, 31–60, 61–90 day buckets. Upcoming renewals across the next 90 days. Recently completed in the last 30. A "My obligations only" toggle filters to yours.

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Cross-contract obligations queue

Every obligation across every contract in one filterable, sortable list. Group by owner, status, due date, severity, contract, or partner. The whole register, one view.

/06

Recurring obligations advance themselves

Mark a recurring obligation complete and the next cycle is already live. Reversible completions if something needs re-opening.

/Location

When the work has to happen somewhere.

Any contract or obligation can carry a location. Pin it, draw it, find it on a map. The site lives on the record alongside dates, value, and owner.

Pin, drop, polygon

Search an address, drop a pin, or draw a polygon area on the map. Powered by Mapbox under the hood.

Mini-maps on every detail page

Every contract and every obligation gets a mini-map so you see the site at a glance.

Map view on the register and the queue

Toggle the contracts list and the obligations queue between a table and a live map, with status markers (visual preview).

Approvals

Sign-off on the record.

The paused-for-questions state is the differentiator. Approvers don't email the requester out-of-band, they ask in-place and the answer lands on the contract's timeline.

/01

Submit a contract or an obligation for approval

Submit a contract for approval (choose the target status, executed, active). Require approval before an obligation can be marked complete. Routed to a nominated approver.

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Approve, reject, or pause for a question

The approver can approve, reject (with a comment), or pause to ask a clarifying question. The requester answers in-place. The full thread is preserved on the contract's timeline.

/03

Edits locked while pending

Once submitted, the record is locked from edits so nothing drifts under the decision. When the approval clears, edits open back up.

/04

Approvals inbox with a count badge on the global nav

One place shows what's waiting on you, what you've submitted, and everything recent. The count badge makes it impossible to ignore.

What's coming

On the roadmap, not yet shipped.

Two pieces we're actively working on. We won't pretend they ship today. Early-access customers help shape what they look like when they do.

AI obligation extraction

In development

Upload a signed contract, the platform reads it in plain English, drafts the obligations, and you review and edit. The starting point of a tracked register, not a blank page. In development.

Integrations with other systems

In development

CRMs, document management systems, and the other places your contracts and partners already live. Specific integrations and connectors are in development; early customers tell us which ones to build first.

/And the rest

Everything else under the hood.

  • Per-org configurability: every picker list (contract types, statuses, renewal types, severities, recurrence types) editable on Settings
  • System enum values stay locked so renewal-date logic and approval routing keep working
  • Activity timeline parented to every contract and every obligation
  • Documents, notes, and an org-curated tag library on every record
  • Tags are filterable on the list view
  • Entitlement-gated: available as an add-on per organisation
Related features

Works well with.

Contracts on the record. Obligations on the dashboard.

Available as an add-on. Try Partnr to see how a contract sign-off, an obligation completion, and a location pin actually flow.