Your company account. One sign-in for all your tools.
Your Hub checks your access and brings you straight back here.
Access is managed by your company in the Hub.
For Finance, People, Sales, Marketing — or your next project. Only people you add can open it.
Incoming documents, proposals and deadlines for this workspace, oldest first.
Restore deleted items or permanently remove them and their files from this workspace.
Contracts uses your organisation’s provider and model. You do not need a separate API key here.
Send one short, neutral example through the same connection used for document analysis. No contract text or personal data is sent. Each test uses one request from the daily AI budget.
A Hub owner manages the provider, model and API key in Hub Settings → AI and enables the AI lane under Apps → Contracts → Lanes. After a change, refresh the connection here. Contracts administrators can run the model test and adjust the daily budget under Settings.
If a document failed earlier, open its Inbox details → Filing → Read again with AI. Your original stays attached. AI reads original PDF pages and images, including scans. Check its readings against the original; a connection test alone does not validate a particular document.
Roles and access are managed in the Hub. Global Hub owners and admins have Admin access; other roles are assigned per app. View Hub permissions ↗
| When | Who | What |
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Upload a SaaS contract, confirm the essentials, and stay ahead of its next renewal.
Add a document or pasted text to Inbox. Everything goes into the workspace shown above.
Open inbox → 02 · REVIEWAI suggests details with source evidence. Check the fields, correct anything uncertain and save the changes you approve.
Review incoming items → 03 · MANAGEChoose an owner and save the reviewed subscription. Uncheck active tracking for an offer or draft. Dates, costs and license holders appear in your SaaS table.
Open contracts →Choose Add contract and upload the original. The review page lets you complete missing details and save the contract with its document in one step. In the inbox, use Review & file for unfiled items; use Suggestions for updates to an existing contract. Rejecting a proposal preserves the original document; it does not accept or cancel an agreement.
Personal: its owner and app admins. Teamspace: explicit members — owners manage access, editors maintain records and viewers read and export. Restricted records are limited to their named people and space owners, all within that space. Active Hub owners/admins and Hub-assigned Contracts Admins have access to all content and settings. Archived spaces remain readable but cannot be changed.
Keep a second owner on a teamspace. These are application access controls; hosting controllers and your configured AI provider are outside that boundary.
With the Hub AI lane enabled, original PDFs and supported images go to your organisation’s configured AI provider for visual reading, alongside message context. This includes scanned pages, receipts and purchase screenshots. Text quotes are checked against extracted text; visual quotes are marked as AI readings for you to verify. Suggestions cannot sign, pay, renew or cancel anything.
Settings → Renewal reminders starts at 90 days before renewal or expiry, with 60/30/7-day follow-ups by default. Earlier cancellation deadlines are also checked 90 days ahead. Choose the owner, workspace owners, Hub admins/owners and optional groups. Recipients must already have contract access. The Hub notify lane, app URL, Slack bot and recipient DM preferences must be configured. Checks run every six hours after a fresh directory update.
Annual run rate annualizes recorded active subscriptions. Historical accrual estimates costs across known dates and saved price changes, capped at today. Recorded invoices/receipts are separate and do not prove payment. Currencies and tax bases stay separate; missing values are disclosed. Open Management report, pick a year, then download CSV or print/save PDF.
When terms are absent, AI can identify an official vendor page and read its public text. You can enter a direct URL. Source and retrieval time stay visible, and nothing is applied until you choose Use as a reviewed suggestion. Current public terms may differ from your agreement; blocked or unreadable pages leave values unknown.
License keys have a separate inventory with hidden values and audited reveal. Values are not sent to AI or included in ordinary exports. People and groups come from Hub. Group assignments keep the roster current without granting access to contracts or provisioning vendor accounts. Other employees cannot access unshared personal content; app admins can.
Upload a PDF, image or text file under Add document, or paste text. The AI reads the original pages, including scans, and prepares the details for review. Nothing is filed until you confirm.
Use Delete item on an inbox document or Delete record on a saved record. It moves to Trash in the same workspace and can be restored. Deleting a record also hides its linked originals and stops its reminders. No file is permanently erased. Workspace permissions still apply.
Saves check the record’s revision. If someone changed it while you were reviewing, reload and compare before saving. Decisions, source evidence and record history stay available.
Settings → Import & export accepts mapped CSV rows with a preview before writing. Existing records are not overwritten. CSV export protects against spreadsheet formulas. Workspace JSON includes visible records and metadata; download document files separately. Older records may be in Existing contracts, with their previous access preserved.
Files: up to 1.5 MB each, 10 per document. Keep originals below 1.4 MB for AI reading; larger files may need compression because encoded requests have a separate limit. PDF, PNG, JPEG, WebP and GIF use the Hub vision model, or its main model if no separate one is set. That model must support the file type. Original PDFs are sent complete; supplementary text is bounded. Encrypted, damaged or unreadable documents can still require a clearer copy. Review small print, dates and signature pages. An app admin configures the daily AI budget. Reminders use a fixed UTC offset; daylight-saving changes are not automatic.