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Contract Portfolio Intelligence

Analyze Thousands of Contracts in Minutes, Not Months

15 minutes with CaseMark

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1. Add your email so we know where to send the result.

2. Upload the files you want analyzed.

3. Run the workflow and we'll take it from there.

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Contract Portfolio Intelligence

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Workflow

Contract Portfolio Intelligence

Overview

Contract Portfolio Intelligence transforms how legal and business teams manage large volumes of agreements. By analyzing entire contract portfolios at scale, CaseMark extracts key terms, obligations, renewal dates, risk provisions, and financial commitments across hundreds or thousands of contracts simultaneously — delivering structured, actionable intelligence in minutes instead of months.

In-house legal teams, procurement departments, and finance organizations often manage thousands of active contracts with no centralized visibility into key terms, obligations, or upcoming deadlines. Manual review of even a modest portfolio can take weeks or months, leaving organizations exposed to missed renewals, unknown financial commitments, and non-standard risk provisions buried in legacy agreements.

CaseMark's Contract Portfolio Intelligence skill automates the entire portfolio analysis workflow — from contract classification and term extraction to renewal tracking and playbook-based redlining. The AI processes your entire contract corpus at scale, delivering structured reports, obligation trackers, renewal calendars, and risk matrices that give your team immediate, actionable visibility across every agreement.

How it works

  1. 1. Upload your contract portfolio — PDFs, DOCX files, or entire folders of agreements

  2. 2. AI classifies each contract, detects relationships, and extracts key terms at scale

  3. 3. Review structured reports including renewal calendars, obligation trackers, and risk matrices

  4. 4. Export comprehensive deliverables in your preferred format (DOCX, PDF, spreadsheet)

What you get

  • Contract Inventory Table

  • Term Extraction Summary

  • Financial Commitments Report

  • Renewal Calendar & Notice Deadlines

  • Obligation Tracker

  • Risk Matrix & Non-Standard Provisions

  • Playbook Deviation & Redline Report

What it handles

  • Batch extraction of key terms, dates, and financial commitments across hundreds of contracts

  • Automated contract classification with parent-child relationship mapping

  • Renewal calendar generation with auto-renewal detection and notice deadlines

  • Risk matrix identifying liability caps, indemnities, and non-standard provisions

  • Playbook-based redlining that compares contracts against your preferred positions

  • Structured obligation tracker for compliance monitoring across your entire portfolio

Required documents

  • Contract Portfolio

    The collection of contracts to be analyzed — including any mix of NDAs, MSAs, vendor agreements, employment contracts, leases, SOWs, amendments, and other agreement types

    .pdf, .docx

Supporting documents

  • Organizational Playbook

    Your organization's preferred contract positions, fallback clauses, and non-negotiable terms for playbook-based redlining and deviation analysis

    .pdf, .docx

  • Custom Extraction Template

    A template specifying custom fields or data points to extract beyond the standard term extraction framework

    .pdf, .docx

Why teams use it

Gain portfolio-wide visibility into every obligation, renewal date, and financial commitment across all your agreements

Eliminate weeks of manual contract review with AI that classifies, extracts, and structures data from thousands of contracts simultaneously

Proactively manage risk with automated detection of non-standard clauses, liability gaps, and playbook deviations

Never miss a renewal deadline again with auto-generated calendars that track notice periods and auto-renewal triggers

Questions

How many contracts can CaseMark analyze at once?

CaseMark is designed for portfolio-scale analysis and can process hundreds or thousands of contracts simultaneously. Whether you have 50 vendor agreements or 5,000 mixed contracts, the platform scales to meet your needs without sacrificing accuracy.

What types of contracts does this skill support?

CaseMark automatically classifies and analyzes virtually any contract type — including NDAs, MSAs, SaaS agreements, employment contracts, vendor agreements, leases, SOWs, amendments, and more. The AI adapts its extraction fields based on the contract type it identifies.

How does playbook-based redlining work?

You upload your organization's preferred positions, fallback clauses, and non-negotiable terms as a playbook. CaseMark then compares each contract against those standards and flags deviations, generating a redline report that highlights where agreements fall outside your acceptable parameters.

Can CaseMark detect relationships between master agreements and amendments?

Yes. CaseMark automatically identifies parent-child relationships across your portfolio — linking master agreements to their amendments, SOWs, and change orders. This ensures you get a complete picture of each contractual relationship, not just isolated documents.

What output formats are available for the analysis results?

CaseMark delivers results in multiple formats including structured tables and spreadsheets, narrative reports, and combined formats. You can export deliverables as DOCX, PDF, or spreadsheet files depending on your audience — whether that's the GC, board, finance, or procurement team.

How accurate is the AI extraction compared to manual review?

CaseMark's AI achieves high accuracy on structured term extraction and is designed to flag ambiguous or missing provisions for human review. The platform dramatically reduces the time required for portfolio analysis while maintaining the rigor that legal teams demand.

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