For fractional CFOs and advisers
A fractional CFO or adviser can help a client understand current fees, renewal dates and owner accountability across their agreements. Agreedio supports one-record review, batch migration and assisted setup with a clear audit trail.
No sales call required. Keep your current signing and accounting tools.
One agreement, end to end
3/6No agent, model, CRM or connector setup is needed to finish this list.
The day this changes
A client asks what renews this quarter. The adviser receives a folder, a spreadsheet and a warning that nobody has checked amendments recently.
The practical need is a reliable source trail: one agreement or a batch, each with current fee, renewal decision and named owner.
An adviser might help set up the workspace. If that happens, it must be recorded honestly rather than counted as independent activation.
The adviser and client can walk through one authorised agreement or a mapped batch, confirm the key terms and keep source-backed context together.
Current fees, renewal dates and actions are visible with their sources, so the adviser can discuss the record without treating it as accounting or legal advice.
If an adviser sets up the workspace, Agreedio logs the setup as assisted so the client can see who prepared the data and what remains for review.
01
Start with one signed agreement or a mapped client batch the client is authorised to use. Extracted terms remain suggestions until confirmed, so an adviser can structure the review without overstating certainty.
Import and checkingSuggested from the document
0/6 confirmedThis Statement of Work commences on 1 October 2026.
Suggested from the document. Review before using this for monitoring.
02
The client names the owner and confirms the rule. The adviser can see the action, but internal reminders are for the workspace owner and do not send counterparty notices.
Dates and ownersTerm: 1 Oct 2026 → 30 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 Reminders for the superseded R1 rule were cancelled; already-sent reminders stay in history.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 noticeUsing 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.
03
Review an amendment before it changes the current baseline. If the adviser prepares the workspace, maps a spreadsheet or cleans data, that setup is logged as assisted.
Actions and remindersWe 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.”
For advisers helping a client organise ordinary agreements and renewal work with source-backed review. It is not a managed service, accounting tool, CRM replacement or legal-advice product.
Not part of this product:
Objections
Yes. Advisers can help clients prepare a workspace, map a spreadsheet and review sources, with assisted setup recorded clearly in the account.
See pricing and limitsYou can help if the client wants that and is authorised to use the documents. The workspace should log that setup as assisted, not independent activation.
See pricing and limitsNo. Agreedio organises source-backed terms, dates and actions. Advisers still apply their judgement, and legal questions remain outside the product.
Read the FAQStart a 7-day free trial with one agreement you are authorised to use, or open the fictional sample first.