How many agreements is this for?

The Workspace plan covers 50 active agreements and the Team plan 250. Those are plan limits, not a statement about your business; the teams we are testing with hold roughly 25 to 250 active agreements, and that band is a hypothesis we are still measuring.

Do we need to migrate everything before it is useful?

No. Start with one agreement that has a decision coming up. Phase 1 imports one PDF at a time; batch import of folders and spreadsheets is planned for Phase 2 and will preserve your column meanings without auto-confirming dates.

PreviewFor small-business finance and operations

Contract management software that starts with the contracts you already have.

Bring your customer and vendor agreements into one register, check the key terms against the signed document, and act before the notice window closes. Import first. Keep your signing, accounting and payment tools.

Try the sample agreement Join the preview

No sales call required. Keep your current signing and accounting tools.

Northline Studio · AgreementsFictional sample

6 agreements

Agreement	Counterparty	Term end	Latest notice	State
Design retainerAGR-0142 · Statement of work	Alder WorksCustomer	30 Sep 2027	2 Jul 2027	confirmed
Cloud hostingAGR-0139 · Subscription	Fernhill CloudVendor	31 May 2027	1 May 2027	confirmed
Payroll serviceAGR-0137 · Service agreement	Larkspur PayrollVendor	30 Jun 2027	31 May 2027	needs review
Brand programmeAGR-0131 · Master services agreement	Harbor & Pine FoodsCustomer	31 Dec 2027	no rule set	missing source
Contractor agreementAGR-0128 · Contractor agreement	Ines BaróVendor	31 Mar 2027	no rule set	manual
Accounting softwareAGR-0124 · Subscription	Bramble BooksVendor	15 Nov 2027	16 Oct 2027	confirmed

Interactive preview · fictional sampleThe register for a fictional eight-person studio: six agreements, three owners, two that need attention.

The day this changes

Before

The contracts live in a shared drive, a spreadsheet and three inboxes. Someone updated the spreadsheet last spring; nobody is sure whether the hosting renewal moved when the order form changed.

A vendor auto-renews for another year because the notice date was in a calendar that belonged to a colleague who left in March.

When finance asks what the current monthly fee is on the design retainer, two people give two answers and both point at a PDF.

After

Each agreement is one record with its source documents, a named owner, the term end and the confirmed latest-notice date. The register shows which rows are confirmed and which still need a decision.

Internal reminders go to the owner well ahead of the notice date. A reminder that could not be delivered is shown as failed and reassigned, not discovered after the renewal.

The current fee reads USD 6,500, confirmed by Maya on 18 March from Amendment A1 § 2. The previous value and the clause that changed it are one click away.

Import and check against the source.

Upload the signed PDF. Each extracted term appears beside the clause that supports it and stays a suggestion until you confirm it. Missing or ambiguous terms remain visible; nothing is silently converted into a date.

How import and checking works

SOW-S1 — Alder Works · Review extracted termsFictional sample

Notice dates with a named owner.

The notice deadline is not the term end. Confirm a fixed date or a calendar-day rule, see the arithmetic in full, and schedule internal preparation ahead of it. Every date has an owner and a record of who confirmed it.

Dates and owners

Design retainer — Alder Works · Dates and ownerFictional sample

Term: 1 Oct 2026 → 30 Sep 2027

Latest notice2 Jul 2027

Term end30 Sep 2027

Rule R2: notice at least 90 calendar days before term end. Amendment A1 § 3

30 Sep 2027 − 90 calendar days = 2 Jul 2027. Calendar days, no weekend or holiday adjustment.

Confirmed on 18 Mar 2027 by Maya Okafor. Reminders for the superseded R1 rule were cancelled; already-sent reminders stay in history.

Internal reminders

before latest notice

−60d3 May 2027
−30d2 Jun 2027
−14d18 Jun 2027
−7d25 Jun 2027
−1d1 Jul 2027

Using your selected rule, the latest-notice date is 2 Jul 2027. Confirm receipt/send requirements and any business-day rules. An internal reminder is not a notice to the counterparty.

Term end 30 Sep 2027, 90 days' notice, latest notice 2 Jul 2027, five reminders ahead of it.

Amendments and actions, connected.

An amendment is reviewed as a diff and confirmed before it governs. The action queue shows every task and reminder with its owner, due date and state, including failures. Handovers keep access, owners and dates intact.

Actions and reminders

Northline Studio · ActionsFictional sample

We could not confirm delivery. Review the action and update the recipient or delivery settings. Delivery not confirmed. Recipient mailbox rejected the message; reassign or update the address.

Reminder text: “An agreement you own needs a renewal decision. Review the confirmed terms and next action in Agreedio. This is an internal reminder, not a notice to the counterparty.”

One open renewal decision, one failed delivery explained in plain words, and the reassignment control.

Honest fit.

Built for finance, operations and administration teams at software and professional-services companies with a growing book of ordinary customer and vendor agreements. If a spreadsheet still works for you, keep it; Agreedio is for the point where sources, current terms, amendments and owners need to be connected.

Not part of this product:

Proposal, SOW or legal-template creation
Sending signature requests
Procurement, sourcing or spend management
Invoicing, accounting or payments
CRM replacement or HubSpot sync (conditional Phase 3, not offered)
Legal advice or enforceability opinions

See pricing and limits

Objections

What you will say before you try it.

Our spreadsheet works.: For a small, stable book with disciplined ownership it can. The failure mode is the amendment that nobody wrote back, the owner who left, and the notice date that was really the term end. Agreedio connects those; it does not replace your judgement.
We already pay for a business suite.: Keep it. Agreedio sits beside your CRM, project and billing tools rather than replacing them. It imports files and exports originals and metadata; it does not ask you to move anything else.
We do not want a sales call to find out the price.: Two plans, $49 and $99 a month, every limit published, a 14-day trial when the beta opens, direct checkout and a self-service exit with a full export. If we help you set up, we log it as assisted.

Common questions.

Start with one agreement.

Open the fictional sample and walk it from import to a renewal decision. When the paid beta opens, upload one agreement you are authorised to share.