Can it create a new SOW?

No. Phase 1 imports signed agreements. Proposal, SOW and change-order creation are conditional later modules, not offered now.

Why use the Northline Studio sample?

It is a fictional professional-services fixture: a design retainer with Alder Works, then Amendment A1 changing fee and notice terms.

Can it track retainer amendments?

Yes, as agreement administration. You review the amendment diff and confirm the effect before it changes the current baseline.

PreviewFor professional services

Retainers, SOWs and the amendments that follow them.

Professional-services work often starts with a retainer or SOW, then changes through amendments. The fictional sample is exactly this: Northline Studio's design retainer with Alder Works, followed by Amendment A1.

Try the sample agreement Join the preview

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

AGR-0142 · Design retainer — Alder WorksFictional sample

Design retainer — Alder Works

CustomerStatement of workMaya Okafor

Effective start: 1 Oct 2026
Initial term end: 30 Sep 2027
Monthly fee: USD 6,500
Notice period: 90 calendar days before term end
Notice method and recipient: Written notice to the named contact
Auto-renewal: Not stated

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.

Interactive preview · fictional sampleThe Alder Works design retainer record links SOW-S1, Amendment A1, current fee and notice rule.

The day this changes

Before

The signed SOW says one monthly fee, the amendment says another, and the project folder does not show which value governs now.

A retainer renewal needs a decision before the notice date, but the reminder is based on the original SOW rather than the amended rule.

The team can create proposals elsewhere. The harder recurring job is preserving what was actually signed and changed.

After

SOW-S1 and Amendment A1 are linked to the same agreement record, with the governing source chosen for each current term.

The monthly fee changes from USD 6,000 to USD 6,500 only after Amendment A1 is reviewed and confirmed. The notice rule changes the same way.

The renewal action belongs to Maya, with the latest-notice date and reminder history tied to the confirmed current baseline.

Import and check the signed retainer.

Start with the signed SOW or retainer agreement. Extracted fee, scope, term and notice wording sit beside the source clause until someone confirms them.

Import and checking

SOW-S1 — Alder Works · Review extracted termsFictional sample

Notice dates with the account owner.

A retainer's term end is not the latest-notice date. Confirm the calendar-day rule, name the owner and prepare internally before the client or vendor decision is due.

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.

The amended notice rule moves the latest-notice date to 2 Jul 2027.

Amendments and actions follow the SOW.

Amendment A1 changes the monthly fee and notice period. Agreedio reviews the diff, preserves the prior baseline and moves affected actions only after confirmation.

Amendments and versions

Amendment A1 — Alder Works retainer · Review what changedFictional sample

Imported 15 Mar 2027 · effective 1 Apr 2027

Candidate · B1 still governs

Field	Before (SOW-S1)	After (A1)	Source
Monthly fee	USD 6,000	USD 6,500	A1 § 2
Notice period	60 calendar days	90 calendar days	A1 § 3
Initial term end	30 Sep 2027	unchanged	SOW-S1 § Term

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 shows the changed fee, changed notice period and unchanged term end.

Honest fit.

For professional-services teams administering signed retainers, SOWs and amendments after signature. It does not create proposals, send signatures, invoice clients or replace CRM and project tools.

Not part of this product:

Proposal, SOW or template creation
Native e-signature or signature requests
Change-order generation before the Phase 3 module exists
Invoicing, accounting or payments
CRM replacement or HubSpot sync
Legal advice or enforceability opinions

See pricing and limits

Objections

What you will say before you try it.

We already create proposals elsewhere.: Keep that workflow. Phase 1 starts after signature: import the signed agreement, check terms, connect amendments and manage renewal actions.
Retainers change midstream.: That is why amendments are reviewed as diffs. The new fee or notice period governs only after confirmation, with the previous baseline kept in history.
Can it invoice the client?: No. Agreedio can record the agreed fee and source. It does not create invoices, collect payments or connect accounting ledgers.

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.