Contract Lifecycle Management

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  1. Contract Lifecycle Management
  2. Agent assistance
Reference

Put an AI agent to work in Contract Lifecycle Management

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

Set it up

  1. Teach your agent ERP.AI

    Load the ERP.AI skill and paste the output into your agent. It explains how to read and update records in your workspace.

    curl -fsSL https://www.erp.ai/skill.md

  2. Give it a role

    Assign the agent its own user and one of the 8 roles. It gets exactly the access that role has, and no more.

  3. Check what it can reach

    Confirm which records, actions and connections the agent can use in your workspace before you point it at real data.

  4. Review its work and usage

    Check the drafts and changes it proposes, and watch its usage receipts as you give it more to do. Agent work uses prepaid credits.

What the agent can do

  • 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.

What 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.

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 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