Roadmap
What exists, what is planned, what is conditional.
The first paid release is an existing-contract tracking product. Later work ships only when paying customers demonstrably need it. Every page on this site labels its capability accordingly, and this page explains the labels.
- Preview
- Built for Phase 1 and shown as a live coded sample. Becomes 'Available' when the paid beta opens.
- Planned
- Phase 2 work. Described as a plan; never sold as a feature you can buy today.
- Conditional
- Phase 3 work that ships only if retained customers repeatedly need it and the economics hold.
Phase 1 · Preview
Prove the paid job
- One signed PDF at a time, terms beside their excerpts, confirm or leave unresolved.Import and checking
- Agreements, counterparties and actions with owners and review state.Agreement register
- Explicit governing sources; amendments reviewed as diffs and confirmed.Amendments and versions
- Fixed dates and calendar-day rules, arithmetic shown, owners named.Dates and owners
- In-app queue and internal email with visible failures and reassignment.Actions and reminders
- Two plans, direct checkout, service-end warnings, full export.Purchase, export and exit
Gate to move on
Permission to run the paid beta: the engineering safety gates pass, public scope, prices and terms are accurate, purchase and exit are tested, and no known critical access, date or lost-reminder defect is waived. Permission to expand: the first 10 genuinely paying organisations, at least seven of them activating and buying without assistance, with early second-payment evidence.
Phase 2 · Planned
Make it repeatable
- Folders and spreadsheets imported for review; column meanings kept; nothing auto-confirmed.Batch migration
- An internal brief from the confirmed baseline and open actions before a decision is due.Renewal briefs
- Ask the register; answers cite the confirmed record and its source.Portfolio answers
- An .ics snapshot of confirmed dates, replaced when a date changes. Not live sync.Calendar export
- One source, Google Drive or Microsoft 365, chosen from measured demand.Document connector
Gate to move on
Entry: a credible first paid cohort. Exit: 20 to 30 paid starts observed to 90 days with churned accounts kept in the denominator, retention, support and contribution evidence, and at least one channel producing full-price independent buyers across more than one monthly cohort.
Phase 3 · Conditional
Expand selectively
- Drafted from approved inputs; unsupported claims refused; signed terms linked to the record.Proposals and SOWs
- Scope changes prepared from current terms; become amendment candidates once signed.Change orders
- Native sends through an established provider, priced per send.E-signature
- An agreement summary on the company record with install, use and revoke flows.HubSpot
Gate to move on
Each module must demonstrate incremental paid value and sustainable economics on its own. Phase 3 is optional; it is not a promise to ship every row.
Not on the roadmap
Things we have decided not to build.
- Autonomous legal acceptance or counterparty cancellation notices
- Invoicing, accounting or payment collection
- Grant management, funder reporting or donor CRM
- Full procurement: vendor onboarding, sourcing, spend reconciliation
- CRM replacement or enterprise CPQ
- Generalised competitor monitoring
- Self-built e-signature trust infrastructure
- A universal legal-risk score
Help decide what ships next.
The fastest way to move an item from planned to available is to be a paying customer who needs it. The second fastest is to tell us what you would pay for.