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Contracts: the ledger and the record

Demo 02 · Contracts & documents · for Legal · 3:32 · narrated by Brian
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Every agreement in one dense ledger, and the contract record behind each row.

What this demo covers

The video reads the ledger row by row, each status pill tracking a proposal from uploaded through in review and benchmarked to delivered, with an expected delivery date so you never chase status. It then opens a record and walks the tabs: Files stored privately and opened with short lived signed links, AI insights for redline reviews and what if scenarios while the analysts work, and the team discussion that stays with the paper. Learn this one record shape and you have learned every record in the platform.

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Chapters

Transcript
Welcome

This is the contracts ledger, one row per agreement, one path from upload to delivered report.

Push a proposal to a human analyst

When a quote deserves more than an instant read, you push it to a human analyst. Our team benchmarks the deal against the market and delivers a written report, and every stage change reaches your inbox on its own.

Reading the ledger

Take a slow look at the rows. Each status pill tells you exactly where a proposal sits: uploaded, in review, benchmarked, then delivered when the report is ready. You never chase status. The pill and the expected delivery date answer the question before you ask it.

The contract record

Open a row and the record appears: status path, key facts, tabs beneath.

Files

The Files tab holds the paper itself. Every document you attached, stored privately for your organization and our analysts only, and opened with a short lived signed link. Nothing here is ever public.

AI insights

AI insights sit beside the record. While the analysts work, you can run your own passes: a redline review that flags risky clauses with quotes from the document, what if scenarios, a walk away alternative. Each result is saved on the record, ready for the next conversation.

Team discussion

Deals are a team sport, so the discussion lives on the record too. Comment on the proposal, or on a specific metric or clause, and the thread stays with the paper. Anyone who joins later reads the whole history in one place.

Access

Access is deliberate. A proposal can be open to your whole organization or restricted to named people, managed by the owner or the uploader. Sensitive paper stays with the people who should see it.

One page shape

One page shape, everywhere. Learn this record and you have learned every record in the platform.

Wrap

The ledger tracks the work. The record holds the answer.

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