All projects

Agreements & subscriptions

Renewal Desk

Know what’s renewing. Keep the decision.

Keep agreement sources, notice dates and renewal decisions together. Review the recorded terms, generate action items and preserve what you decided.

Renewal Desk local demo showing a register of synthetic agreements and upcoming notice dates
Local demo. All records shown are synthetic.

The starting point

A renewal decision needs more than a date in a calendar. The source terms, notice period and previous decision need to remain close at hand.

The approach

Renewal Desk keeps source agreements, verified terms and renewal decisions together. A person checks the terms before they drive upcoming actions. To protect the agreement trail, an invalid local record stops the workflow and leaves the existing record and original documents untouched.

Where it stands

Local checks with synthetic agreements confirmed that invalid stored records were preserved and document saves retained the content submitted when the save began. Agreement verification, reminders, separate currency totals and backup restoration with original files also passed local checks. Hosted access and recovery are not yet verified. Automatic notifications remain future work.

Demonstrated locally

Locally verified features

  • Verify terms and sort agreements by notice deadline
  • Generate local reminder tasks and record renewal outcomes
  • Back up and restore the register with original documents

Local verification uses synthetic records. It does not establish hosted availability.

The current boundary

What to know

Reminder tasks require an explicit sweep; cloud mode does not store original documents.

Next meaningful step

What comes next

Qualify hosted access and recovery, then validate the reminder workflow with intended users.