Contract Obligations and Renewal Tracker

Best for: building an obligations register and renewal calendar across a 100+ contract portfolio so auto-renewal traps and notice deadlines never slip. Surfaces key dates, auto-renewal traps, and the substantive obligations that bind your company, then emits both a register you can read and an iCalendar feed you can subscribe to.


Category	In-House
Jurisdiction	Any
Practice areas	Commercial, operations
Runtime	4-20 minutes
Queue	Long-running (two-hour ceiling)

Screenshot of the Contract Obligations and Renewal Tracker launcher showing its document slots and input form — The Contract Obligations and Renewal Tracker launcher: document slots, inputs, and what you get

What you need

Slot	Required	Count	What goes in it
Contracts in portfolio	Yes	1-2000	Vendor, customer, and partner agreements to inventory.

Inputs

Field	Type	Required	What it changes
Register name	Text	No	Used as the ICS feed name and the register DOCX title. Keep it stable across re-runs so existing calendar subscribers do not end up with duplicate feeds.
Reminder cadence (days before deadline)	Multi-select	No	120, 90, 60, 30, 14, 7. The ICS feed emits a `VALARM` at each selected offset. Industry norm for auto-renewals is multi-stage 120/90/60/30. Defaults to 30 days.
Obligation types to track	Multi-select	No	Auto-renewals and notice-of-non-renewal deadlines, payment milestones, deliverable and SLA deadlines, audit-right windows, insurance and COI renewals, indemnification triggers, data-processing certifications. Leave blank to track everything.
Materiality threshold (USD)	Select	No	No threshold, $1,000,$ 10,000, $50,000,$ 100,000. Suppresses obligations whose underlying contract value is below the floor.
Default notice period when the contract is silent	Select	No	30, 60, 90, 120 days. Used when a contract does not specify one. Defaults to 60.
Portfolio side	Select	No	Vendor-facing (we are the customer), customer-facing (we are the vendor), mixed. Drives whose obligations get priority in the register.

How it runs

A matrix-review pipeline with a calendar-building render stage.

Prepare, extract, wait

Builds an extraction matrix over the portfolio: counterparty, effective and expiration dates, auto-renewal mechanics, notice windows, and the obligation types you selected. Every cell is answered against one contract.

Normalize and score

Resolves dates, applies the default notice period where a contract is silent, and drops obligations below the materiality floor.

Synthesize

Rolls up the portfolio view and runs the synthesis verifier.

Render register and calendar

Writes the two DOCX artifacts and builds an RFC 5545 iCalendar feed with one VEVENT per renewal window and a VALARM at each reminder offset you chose.

What you get

Artifact	Format	Contents
Obligations Register	DOCX	The portfolio register plus the renewal calendar in readable form.
Per-Contract Detail	DOCX	One section per contract with its extracted obligations and dates.
Renewal Calendar	ICS	RFC 5545 iCalendar feed. Import into Outlook or Google Calendar to surface upcoming renewal decisions with reminders.

What this will not do

Send notice-of-non-renewal or termination letters to counterparties on your behalf.
Sync directly with your contract-management system, calendar, or finance ERP for live reminders. The ICS is an export, not a live connection.
Track amendments or side letters that were not part of the upload, or notice your counterparty has sent.
Replace counsel review for the final decision to terminate, renegotiate, or let an agreement auto-renew.
Confirm whether a missed notice deadline has waived your termination right under the contract’s exact wording.

MSA and Vendor Review

Review the agreements before they are signed and tracked.

Chronology builder

Dated events across a matter rather than obligations across a portfolio.

Overview

Built-in Workflows

Workflow Builder

Contract Obligations and Renewal Tracker

What you need

Inputs

How it runs

What you get

What this will not do

MSA and Vendor Review

Chronology builder

​What you need

​Inputs

​How it runs

​What you get

​What this will not do

​Related

MSA and Vendor Review

Chronology builder

What you need

Inputs

How it runs

What you get

What this will not do

Related