Stop Losing Contracts in the Review Process
Legal teams are expected to track every contract version, catch every redline change, and never miss an obligation. Reality? Contracts get lost in email, changes go unnoticed, and obligations fall through cracks. Expectica IQ closes the gap—autonomously tracking every version, every change, every commitment.
The Legal Operations Expectation Gap
You're expected to review every contract. Half never reach you.
Reality check:
- • Sales negotiates deal via email for 3 weeks
- • Final version signed by customer
- • Legal never sees it (CC'd on version 2, dropped from version 5)
- • Customer exercises clause Legal didn't review
- • "I thought Legal approved this?"
The gap: Operations expects Legal reviewed everything. Legal only saw what landed in their inbox—which wasn't everything.
You're expected to catch all changes between versions. You're doing it manually.
Reality check:
- • Customer sends revised contract (version 4 of 7)
- • Legal opens both PDFs side-by-side
- • Manually scrolls to find differences
- • Misses: Payment terms changed from NET-30 to NET-60
- • Misses: Liability cap reduced by $100K
- • "Why did we agree to these terms?"
The gap: Legal is expected to catch every change. Manual comparison means changes get missed.
You're expected to track obligations. You're using spreadsheets.
Reality check:
- • Contract requires: "Annual security audit by December 31"
- • Legal notes it in spreadsheet
- • Spreadsheet lives in Legal's folder, Operations never sees it
- • December 31 passes, audit not performed
- • Customer threatens termination for breach
The gap: Legal tracked the obligation. Operations didn't know about it. Obligation missed anyway.
Close Legal Gaps Before They Become Business Problems
Capture Every Contract (Not Just What Hits Legal's Inbox)
Unlike traditional CLM tools that require manual uploads, Expectica IQ monitors at the M365 admin level and captures contracts even when Legal isn't CC'd:
- Sales negotiates deal in email (Legal not involved)
- Customer sends signed contract to Sales rep
- Expectica IQ detects signature, captures contract
- Alerts Legal: "New executed contract detected (Legal not CC'd on negotiation)"
Result
Legal sees 100% of executed contracts, not just the ones they were CC'd on.
Automatic Version Tracking & AI-Diff
Stop manually comparing contract versions. Expectica IQ automatically:
- Detects when new version arrives (even if filename changed)
- Generates AI-powered comparison showing what changed
- Delivers summary directly to Legal's inbox
Example AI-Diff Alert
📄 CONTRACT UPDATE DETECTED
Contract: Acme Corp Service Agreement
Version 3 → Version 4 received
Changes detected:
- • Payment terms: NET-30 → NET-60 (extended by 30 days)
- • Liability cap: $500K → $400K (reduced by $100K)
- • Auto-renewal clause ADDED (requires 90-day termination notice)
⚠️ Significant: Auto-renewal clause was not in previous version
Result
Legal catches every change, even subtle ones buried in 40-page contracts.
Extract & Track Obligations (Shared Visibility)
Expectica IQ doesn't just file contracts. We extract obligations and make them visible to everyone who needs to know:
Contract obligation detected:
"Customer reserves right to audit annually. Audit must be completed by December 31 of each contract year."
Expectica IQ automatically:
- Extracts obligation from contract
- Creates reminder for December 31
- Alerts: Legal (60 days before), Operations (30 days before), Compliance (15 days before)
- Tracks: "Audit completed? Yes/No"
Result
Obligations don't live in Legal's spreadsheet. They're tracked and visible across teams.
How This Helps Different Legal Roles
For General Counsel
Know every contract your company has signed—even the ones Sales didn't send to Legal for review. Complete visibility, zero surprises.
For Legal Operations
Stop manually comparing contract versions. AI-Diff shows you every change in seconds, not hours.
For In-House Counsel
Track obligations across all contracts automatically. No more spreadsheets, no more missed deadlines, no more 'I didn't know we had to do that.'
For Contract Managers
Review fatigue solved. Get AI summaries of every contract in your inbox. Triage what's urgent, what can wait.
Complete Legal Visibility: Customer Contracts + Vendor Agreements
Legal teams manage two types of contracts
Customer Contracts (DealTracer)
- Revenue agreements
- Service contracts
- SOWs and amendments
- Customer obligations we must fulfill
Vendor Contracts (SpendTracer)
- SaaS agreements
- Professional services
- Vendor obligations they must fulfill
- Renewal and termination terms
Expectica IQ Bundle (DealTracer + SpendTracer)
Complete legal visibility across ALL contracts—customer obligations tracked (what we owe them) and vendor obligations tracked (what they owe us). Unified dashboard: All contracts, all obligations, one place.
Example:
"Maintain SOC2 compliance"
✅ We have SOC2 (customer obligation met)
"Vendor must maintain SOC2 compliance"
✅ Vendor has SOC2 (vendor obligation verified)
🎯 Complete compliance picture
From Reactive Firefighting to Proactive Oversight
Before Expectica IQ
- ✗Sales negotiates contracts, Legal sometimes CC'd
- ✗Contract versions compared manually (30 min per version)
- ✗Obligations tracked in Legal's spreadsheet
- ✗Operations discovers obligation 3 days before deadline
- ✗Legal scrambles to fulfill, customer unhappy with last-minute approach
After Expectica IQ
- Every contract captured (even when Legal not CC'd)
- Version changes shown automatically (30 seconds, not 30 minutes)
- Obligations visible to all teams (shared dashboard)
- Operations notified 90 days before deadline
- Legal provides calm, proactive oversight
Legal review time reduced
Missed obligations
Contract visibility
"We went from hoping we saw every contract to knowing we see every contract. That's the difference."
Stop Losing Contracts in Email
Give your legal team complete visibility into every contract, every version, every obligation—automatically. No more manual version control, no more missed contracts, no more spreadsheet tracking.
Recommended: DealTracer + SpendTracer Bundle
($1,647/month annual)
Customer contracts + Vendor contracts = Complete legal oversight