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Contract Lifecycle Management
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Contract Lifecycle Management · Available now

Keep each contract decision tied to its record.

Contract Lifecycle Management keeps commercial agreements connected to their legal entity, template, clause wording, owner, approval decisions, signature envelope, obligations and renewal record. A contract manager can follow an MSA from Draft through review and approval, then track its executed date and the work due during the term.

Start now Download Proto
  • No per-user fees
  • Manual work is free
  • Configure it in Proto
OverviewSignature queue
Contract Lifecycle Management · E sign envelopes

Signature queue

E sign envelopes in one list

New e sign envelope
E sign envelopes in view
6
Docu sign
2
Adobe sign
2
Dropbox sign
1
Docu sign2
env-2026-008141Marketing production statement of work
17 Oct
env-2026-008145Catering services master agreement
21 Oct
Add
Adobe sign2
env-2026-008142Facilities maintenance agreement
21 Oct
env-2026-008146Equipment supply framework
12 Oct
Add
Dropbox sign1
env-2026-008143Office lease, Westmere Plaza
14 Oct
Add
Other1
env-2026-008144Data processing addendum
20 Oct
Add
env-2026-008141E sign envelopes · EE-33371
Docu sign
ContractMarketing production statement of work
StatusCreated
Sent at17 Oct
Expires at25 Oct
Record approvalEE-33371 · env-2026-008141

The named Legal Counsel, Sales Manager, VP Sales, CFO, CEO or Procurement approver decides the pending step.

Waiting for Legal Counsel
ApproveReturn
Example screen with sample data
Tables, ready to use
14
Saved views
15
Roles with set permissions
8
Reports and dashboards
8
Features

See the agreement and its next decision

Every feature works on the same records. Pick one to see the screen your team works in.

Contracts

Keep agreement terms, ownership, dates and lifecycle status together.

  • One working record
  • Connected decisions
  • Term dates
  • Contracts
  • Counterparties
  • Contract templates
  • Approval chains
  • Contract clauses
  • Redlines
Explore contracts
OverviewActive agreements
Contract Lifecycle Management · Contracts

Active agreements

Contracts

New
Contract numberTitleCounterpartyContract ownerEffective dateExpiration date
CNT-80030Facilities maintenance agreementSilverbrook Creative StudioAmira Okafor30 Oct06 Nov
CNT-53045Regional freight services agreementRidgehaven Equipment Co.Noah Duarte17 Oct25 Oct
CNT-32031Software support renewalSilverbrook Creative StudioNoah Duarte30 Oct08 Nov
CNT-72515Office lease, Westmere PlazaCrescent Vale Freight Ltd.Mina Farouk24 Oct26 Oct
CNT-45950Catering services master agreementHarborfield Facilities LLCIsabel Chen25 Oct29 Oct
6 of 6 records
Facilities maintenance agreementContracts · CNT-80030
CounterpartySilverbrook Creative Studio
Contract ownerAmira Okafor
Effective date30 Oct
Expiration date06 Nov
Renewal date10 Nov
Example screen with sample data
Process

Follow the contract from draft to renewal

Contract draft through renewal ships ready to use. One step needs a named approval before the work moves on: Record approval (Legal Counsel).

Drag a card to another stage, or focus it and use the arrow keys. It updates to match the stage.

  1. Register counterparty

    Identify the legal entity named on the agreement.

    env-2026-008141EE-33371 · Contract Manager
    Register counterpartyBy Contract Manager

  2. Prepare draft

    Choose the template, owner, terms and dates.

    env-2026-008141EE-33371 · Contract Manager
    Prepare draftBy Contract Manager

  3. Resolve redlines

    Record the response to each proposed clause change.

    env-2026-008141EE-33371 · Legal Counsel
    Resolve redlinesBy Legal Counsel

  4. Record approval

    Have assigned approvers record their decisions and reasons.

    env-2026-008141EE-33371 · Contract Manager
    Record approvalBy Contract Manager
    ApprovalThe named Legal Counsel, Sales Manager, VP Sales, CFO, CEO or Procurement approver decides the pending step.

  5. Track signature

    Match the provider envelope to the approved agreement.

    env-2026-008141EE-33371 · Contract Manager
    Track signatureBy Contract Manager

  6. Manage term

    Assign obligations and record the renewal decision.

    env-2026-008141EE-33371
    Manage term

Start with Draft and clause review

Inside a record

Connect signature and evidence systems

Open any e sign envelope to see the roles that work on it, its process stages and its approvals on one page.

  1. 1
    Record details

    Contract, Status, Sent at and Expires at.

  2. 2
    Linked records

    Records linked to this e sign envelope.

  3. 3
    Who works on it

    Each role sees what its permissions allow.

  4. 4
    Process stages

    Every status change, in order.

  5. 5
    Approvals

    Record approval, with who decides.

Signature queueenv-2026-008141
Contract Lifecycle Management · E sign envelopes

env-2026-008141

Marketing production statement of work · Docu sign

Log activity
1
Record details
ContractMarketing production statement of work
StatusCreated
Sent at17 Oct
Expires at25 Oct
5

Approvals

  • Record approvalLegal Counsel
    Approved
Example screen with sample data
Approvals

Keep every approval tied to a person

OverviewApprovals
Contract Lifecycle Management · Overview

Approvals

Signed in as Legal Counsel

Waiting for you

4 To review1 Overdue2 Decided todayOnly mine
0 selectedApproveReturn
  • AS-92626Equipment supply framework
    Requested by Isabel Chen
    Legal1dActions
  • AS-25254Office lease, Westmere Plaza
    Requested by Amira Okafor
    Sales manager3dActions
  • AS-73606Office lease, Westmere Plaza
    Requested by Isabel Chen
    VP sales2dActions
  • AS-38440Data processing addendum
    Requested by Isabel Chen
    CFO6dActions

Who approves what

DecisionApprover
Record approvalHave assigned approvers record their decisions and reasons.Legal Counsel
Approve approval stepsLegal Counsel
2 approval rules · set per role in Proto
Example screen with sample data
Who can approve what
Roles

A workspace for each role

Everyone opens Contract Lifecycle Management to the work that is theirs. Pick a role to see what it starts with.

Contract Manager

Owns the contract record and coordinates reviews, signatures and dates.

This is the first screen this role sees.

OverviewSignature queue

Signature queue

E sign envelopes · Contract Manager

Docu sign2
env-2026-008141Marketing production statement of work
17 Oct
env-2026-008145Catering services master agreement
21 Oct
Add
Adobe sign2
env-2026-008142Facilities maintenance agreement
21 Oct
env-2026-008146Equipment supply framework
12 Oct
Add
Dropbox sign1
env-2026-008143Office lease, Westmere Plaza
14 Oct
Add
Other1
env-2026-008144Data processing addendum
20 Oct
Add
Example screen with sample data

Roles and permissions

Reports

Read the decisions behind the status

Answer questions about review work, execution, obligations and renewal outcomes.

Overview
Contract Lifecycle Management · Overview

Contract Lifecycle Management dashboard

This quarter

Approval steps in view
6
Total sla hours
48
Legal
1
Sales manager
1

E sign envelopes by status

How far records got this quarter

StageReachedStep
Created44
Sent1636%
Delivered744%
Partially signed229%

Number of e sign envelopes by status

Sample counts per stage

200
-50Created
-60Sent
20Delivered
20Partially signed
-30Completed
Example screen with sample data
  1. 01Contracts by lifecycle status

    Count Contracts by Status and contract type for the current work queue.

  2. 02Approval turnaround

    Compare approval steps by approver role, Status and decided at.

  3. 03Redline resolution

    Count Redlines by proposed by, change type and Status.

  4. 04Signature envelope progress

    Group E sign envelopes by Provider and Status, with sent at and completed at.

  5. 05Obligations by due date

    List contract obligations by Owner, due date and Status.

  6. 06Renewal outcomes

    Compare Renewals by Status, renewal value and lost reason.

  7. 07Contracts by counterparty

    Group Contracts under Counterparties with contract value and expiration date.

  8. 08Operation outcomes

    Group operation receipts by Operation and Outcome.

All reports and dashboards

Who it's for

Fit the agreement path to your team

See how Contract Lifecycle Management fits your kind of team.

B2B sales teams

Keep commercial agreements with their approval and renewal decisions.

Procurement teams

Manage supplier agreements with clear obligations and decision owners.

Legal operations

Keep agreement wording, approvals and execution evidence in one working trail.

Controls

Check the evidence before advancing

Each stage of contract draft through renewal names the role that acts and the status it records, so a change is never anonymous.

OverviewContract draft through renewal
Contract Lifecycle Management · Process

Contract draft through renewal

Each stage, the role that acts and the status it records

Process stages
10
Approval steps
1
Roles involved
7
Tables touched
11
Review clauses
Legal Counsel
StatusDraft → internal review
RecordsClause library, Contract clauses, Contracts
Resolve redlines
Legal Counsel
StatusOpen → Accepted
RecordsContracts, Redlines
Route approval
Contract Manager
StatusPending legal review → pending approval
RecordsApproval chains, Approval steps, Contracts
Contract draft through renewal
  1. Start
    Review clausesDraft → internal review
    Clause library
  2. Step
    Resolve redlinesOpen → Accepted
    Contracts
  3. Step
    Route approvalPending legal review → pending approval
    Approval chains
  4. Approval
    Record approvalPending → Approved
    Approval steps
  5. Step
    Track signatureCreated → Sent → Completed
    Contracts
Example screen with sample data

See each stage in detail

AI agent

Ask Proto about the work ahead

Use Proto to configure and inspect the contract work with your team.

It can

  • Contract Manager: Show agreements in review with their owner, counterparty and next recorded decision.
  • Legal Counsel: Find open redlines and the contract clauses they concern.
  • Approver: Show pending approval steps assigned to the person and the relevant contract terms.
  • Sales Manager: Review renewals approaching their scheduled date and open term commitments.

Stays with a person

  • A person must decide whether proposed wording is acceptable and whether an assigned approval step is approved or rejected.
  • A provider result must be checked before a contract is recorded as executed.
  • Configure access and connection behavior with the people who own those decisions.

Set up an agent

Integrations

Connects to the tools you use

Set up connections through ERP.AI and Proto workflows, with every change logged.

  • Contract Lifecycle Management
  • E-sign provider
  • Document storage
  • Notification delivery
Data model

Your data, in tables you can change

Every record lives in a table you can see, extend and export. Add fields or whole tables in Proto.

Browse all 14 tables
14tables
  • Contracts11
  • Counterparties2
  • Templates and clauses5
  • Redlines4
  • Approvals4
  • Execution3
  • Obligations and renewals4
Implementation

Roll out one team at a time

Start with one team and one process, then add the rest once the basics are running.

  1. Prepare reference records

    Enter team members, counterparties, templates, clause wording and approval chains.

  2. Configure access

    Decide who maintains source wording, who owns contracts and who may decide assigned approval steps.

  3. Rehearse a contract

    Draft one agreement, resolve a redline, record approval decisions and track an envelope through completion.

  4. Carry the term

    Assign an obligation and a renewal, then check due work and the closing outcome.

  5. Review operating evidence

    Inspect dates, decision rationales, envelope links and operation receipts with the teams who will rely on them.

Read the implementation plan

Pricing

$0per user

The base account and everyday work in the ERP.AI app are free, for every user.

  • No per-user or per-seat fees
  • Viewing, editing, approving and exporting records in the app is free
  • Pay only for machine work: API calls, imports, workflows and AI agents
  • Prepaid credits from $5. Purchased credits never expire

Pricing details

Machine work rate card Included per $1 of credit

Machine work rate card
UsagePer $1
Record reads (list, filter, get)20,000
Search or aggregate queries4,000
Record writes4,000
Imported or synced records200,000
Workflow runs2,000
AI agent runs2,000
Scheduled jobs or webhooks20,000
File uploads (MB)2,000
CSV or PDF exports100
FAQ

Questions, answered

Scope, rollout and pricing for Contract Lifecycle Management.

All questions
How do I get started?

Click Get started, then use Proto to configure Contract Lifecycle Management for your business. Start with a counterparty, template, clause set and one sample agreement.

What does the contract record hold?

It holds the agreement's owner, legal entity, type, value, dates, terms and lifecycle status, with links to review and term work.

How are clause changes reviewed?

A redline records the proposed text against a contract clause. Legal Counsel records whether it is accepted, rejected or counter proposed.

Who decides an approval?

The named approver on a pending approval step records the decision, date and rationale. Agree the route before sending the agreement to approval.

Can we track signature progress?

Yes. An envelope record holds its provider ID, status, dates and executed document link. Check the provider result before recording the contract as active.

How do we track promises after signature?

Create an obligation linked to the active contract with an owner, due date, status and evidence link where needed.

How do renewals stay visible?

A renewal record holds the scheduled date, account owner, status and outcome. The Renewals & Obligation Risk page brings approaching renewals and past due obligations into one view.

Can related agreements be connected?

Yes. A contract can refer to a parent contract so a later agreement remains connected to the earlier one.

What should we prepare for a pilot?

Bring one current template, standard clauses, a legal entity, named approvers and the signing provider you intend to use.

Set up Contract Lifecycle Management your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

Start now Download Proto

How to get started

A personal agent for your business

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