Agreedio

PlannedPlanned · Phase 2

Portfolio answers are planned for source-backed questions.

Phase 2 portfolio answers would let an authorised user ask the register practical questions, such as which agreements need review before July. Answers would cite confirmed records and source versions, show unknown coverage and avoid unsupported totals or legal conclusions.

Try the sample agreementJoin the preview

No sales call required

Ask the registerPlannedFictional sample

Which vendor agreements have a notice deadline in the next 90 days?

Two. Cloud hosting — Fernhill Cloud (latest notice 1 May 2027, owner Dev Rana, confirmed from Order Form § 4) and Payroll service — Larkspur Payroll (latest notice 31 May 2027, owner Dev Rana; notice wording still marked needs review). Harbor & Pine has no confirmed rule and is excluded.
AGR-0139 · Order Form § 4AGR-0137 · § 11.2

Phase 2. Answers cite the confirmed record and its source; they never invent a term. Authorised users only, within the workspace.

Interactive preview · fictional sampleA planned portfolio answer cites authorised agreement records and marks unknowns separately.

Why this is labelled the way it is

This is planned after Phase 1 proves a credible paid cohort and Phase 2 usage shows real portfolio reviews. Shipping requires authorised answers with citations, unknown coverage and manageable support cost.

01Planned

Questions would run against authorised records.

When it ships, an answer would respect the same agreement permissions as the register. A user would not see a source, summary or result for a restricted record through the question box.

Ask the registerPlannedFictional sample

Which vendor agreements have a notice deadline in the next 90 days?

Two. Cloud hosting — Fernhill Cloud (latest notice 1 May 2027, owner Dev Rana, confirmed from Order Form § 4) and Payroll service — Larkspur Payroll (latest notice 31 May 2027, owner Dev Rana; notice wording still marked needs review). Harbor & Pine has no confirmed rule and is excluded.
AGR-0139 · Order Form § 4AGR-0137 · § 11.2

Phase 2. Answers cite the confirmed record and its source; they never invent a term. Authorised users only, within the workspace.

The planned answer shows which records were included and which were not accessible.

02Planned

Citations would point back to confirmed sources.

An answer about Alder Works would cite the agreement record, SOW-S1 or Amendment A1. It would distinguish confirmed terms from suggested, manual and missing-source values.

AGR-0142 · Design retainer — Alder WorksFictional sample

Design retainer — Alder Works

CustomerStatement of workMaya Okafor

Governing sources

  • SOW-S1 (signed, 21 Sep 2026)
  • Amendment A1 (signed, 15 Mar 2027)
  • Schedule 2 (attachment, not governing)
Amendment A1 § 3
Either party may give notice not to renew at least ninety (90) calendar days before the end of the term.

Confirmed by Maya Okafor on 18 Mar 2027, based on Amendment A1 § 3.

The record view provides the cited source for each confirmed answer.

03Planned

Unknowns would not become zeros.

A missing notice clause, missing document or unresolved fee would be counted as unknown coverage. The answer would not call it zero obligation, no renewal or no value.

Northline Studio · AgreementsFictional sample
6 agreements
AgreementCounterpartyOwnerTerm endLatest noticeState
Design retainerAGR-0142 · Statement of workAlder WorksCustomer30 Sep 20272 Jul 2027confirmed
Cloud hostingAGR-0139 · SubscriptionFernhill CloudVendor31 May 20271 May 2027confirmed
Payroll serviceAGR-0137 · Service agreementLarkspur PayrollVendor30 Jun 202731 May 2027needs review
Brand programmeAGR-0131 · Master services agreementHarbor & Pine FoodsCustomer31 Dec 2027no rule setmissing source
Contractor agreementAGR-0128 · Contractor agreementInes BaróVendor31 Mar 2027no rule setmanual
Accounting softwareAGR-0124 · SubscriptionBramble BooksVendor15 Nov 202716 Oct 2027confirmed
Register states show confirmed, needs-review, missing-source and manual records.

04Planned

Money answers would stay bounded.

Portfolio answers would keep currencies separate and avoid recognised-revenue claims. The Alder Works scheduled fees would be shown under stated assumptions, not as collected revenue.

Renewal brief · Design retainer — Alder WorksPlannedFictional sample

Prepared for Maya Okafor · decision due before 2 Jul 2027

Current terms
USD 6,500 / month · to 30 Sep 2027 (B2)
Notice rule
90 calendar days · latest 2 Jul 2027 (R2)
Changes this term
A1: fee +USD 500, notice 60 → 90 days
Open actions
1 open, 5 reminders scheduled, 0 failed

Phase 2. An internal brief drawn from the confirmed baseline and open actions. It prepares a decision; it does not draft a notice or a renewal.

The planned brief separates commercial schedule context from accounting conclusions.

How it works

How this would work.

Planned for Phase 2. The steps below describe the intended behaviour; they become a promise only when the feature ships and this label changes.
  1. 01

    Confirm the records first

    The planned answer layer would depend on source-backed records and visible unknown states.

  2. 02

    Ask a scoped portfolio question

    Questions would use authorised records and practical filters, not unrestricted chat over all files.

  3. 03

    Review cited records and gaps

    The answer would list sources, excluded records and unknown coverage before you act.

  4. 04

    Save or follow up with actions

    Useful answers would lead back to records, owners and internal actions.

What it does not do.

  • It is planned Phase 2 work, not a generic unlimited chat feature.
  • It would not bypass agreement permissions or use data across tenants.
  • It would not put contract text, party names or sensitive clauses into product analytics.
  • It would not provide legal advice, enforceability opinions or universal risk scores.
  • It would not treat unknown values as zero or combine currencies into a single total.

Related.

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.

Try the sample agreementJoin the preview