Agreedio

PlannedPlanned · Phase 2

Renewal briefs are planned as internal decision prep.

A Phase 2 renewal brief would collect the confirmed record, amendment history, open actions and unresolved fields before a person decides what to do. It would help Maya prepare for the Alder Works renewal decision, but it would not draft a legal notice or send anything to the counterparty.

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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.

Interactive preview · fictional sampleA planned internal brief for the Alder Works renewal, showing confirmed terms and unknowns.

Why this is labelled the way it is

This is planned after Phase 1 shows a credible paid cohort with real renewal-review friction. Shipping requires source-backed briefs that show current terms, amendments, open actions, unknown coverage and no autonomous notices.

01Planned

The brief would start from confirmed terms.

When it ships, the brief would pull the current baseline, source references, owner and key dates. Suggested or manual facts would remain labelled so the reader can see what needs review.

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 cites the confirmed term end and latest-notice date.

02Planned

Amendments would be part of the decision context.

The Alder Works brief would include Amendment A1 changing the monthly fee to USD 6,500 and the notice period to 90 calendar days. Unchanged terms would keep their SOW-S1 source.

Amendment A1 — Alder Works retainer · Review what changedFictional sample

Imported 15 Mar 2027 · effective 1 Apr 2027

Candidate · B1 still governs
FieldBefore (SOW-S1)After (A1)
Monthly feeUSD 6,000USD 6,500
Notice period60 calendar days90 calendar days
Initial term end30 Sep 2027unchanged

Effect on the notice date

1 Aug 2027 → 2 Jul 2027

30 Sep 2027 − 90 calendar days. 5 pending reminders would be superseded; sent ones stay in history.

Scheduled initial-term fees

USD 72,000 → USD 75,000

12 months, no proration, tax or early termination modelled.

New terms need review. The prior confirmed schedule remains visible; do not assume it reflects this amendment.

The amendment diff would feed the planned renewal brief after confirmation.

03Planned

Open actions and unknowns would not be hidden.

The brief would show unresolved notice-method review, open internal actions and failed reminders. Unknown coverage would be called out rather than treated as no obligation.

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.”

Open and failed internal actions would remain visible beside the brief.

04Planned

Choices would stay inside the team.

A renewal brief would support a renew, review, end or undecided choice. It would not send a cancellation notice, negotiate a new price or draft a change-order instrument.

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 agreement record would receive the internal decision, not a counterparty message.

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 record and amendment history

    The planned brief would depend on reviewed sources, not unconfirmed extraction.

  2. 02

    Collect open actions and unresolved fields

    Unknowns, needs-review values and failed reminders would be listed as exceptions.

  3. 03

    Prepare an internal recommendation

    The user would review current terms and add team context before deciding.

  4. 04

    Record the decision

    The outcome would be saved to the agreement record with owner and date.

What it does not do.

  • It is planned Phase 2 work and would not be available until its gates pass.
  • It would not be legal advice or a legal renewal instrument.
  • It would not draft notices, change orders or new SOWs; those are Phase 3 candidates.
  • It would not contact the counterparty or automate a cancellation.
  • It would not turn unknown terms into zero risk or zero value.
  • It would keep currencies and fee types separate rather than claiming revenue recognition.

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.

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