Contract Portfolio Intelligence

Analyze Entire Contract Portfolios in Minutes

15 minutes with CaseMark

Run this workflow

Run it in CaseMark

Upload your documents and get a finished work product in minutes. New accounts get $5 free to run their first skill.

15 minutes with CaseMark

What you'll need

Contract Portfolio

SOC 2 Type II · HIPAA compliant · $5 free credit

Workflow

Overview

Contract Portfolio Intelligence transforms how legal and business teams manage large contract portfolios by applying AI to extract, classify, and analyze key terms across hundreds or thousands of agreements simultaneously. Instead of reviewing contracts one by one, teams get instant portfolio-wide visibility into obligations, renewals, financial commitments, and risk provisions — plus automated redlining against organizational standards.

Managing a large contract portfolio manually is one of the most resource-intensive challenges facing legal and business teams. Reviewing hundreds or thousands of agreements to extract renewal dates, financial commitments, and risk provisions can take weeks or months — and critical deadlines, unfavorable terms, and compliance gaps inevitably slip through the cracks.

CaseMark's Contract Portfolio Intelligence applies AI at portfolio scale, automatically classifying contracts, extracting structured data, mapping document relationships, and generating actionable reports. Whether you need a renewal calendar, obligation tracker, risk matrix, or playbook-based redline analysis, CaseMark delivers comprehensive portfolio intelligence in minutes — giving your team the visibility and control they need.

How it works

1. Upload your contract portfolio — hundreds or thousands of agreements in PDF or DOCX format
2. AI classifies each contract, detects relationships, and extracts key terms, obligations, and risks at scale
3. Review structured reports including renewal calendars, risk matrices, and obligation trackers
4. Export comprehensive deliverables in your preferred format (DOCX, PDF, or spreadsheet)

What you get

Contract Inventory Table
Term Extraction Summary
Financial Commitments Report
Renewal Calendar & Notice Deadlines
Obligation Tracker
Risk Matrix & Flagged Provisions
Playbook Redline Markup 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 unfavorable provisions
Playbook-based redlining comparing contracts against preferred organizational positions
Structured obligation tracker for compliance monitoring across the portfolio

Required documents

Contract Portfolio
The collection of contracts to analyze — NDAs, MSAs, vendor agreements, leases, SOWs, amendments, and any other agreement types in your portfolio
.pdf, .docx

Supporting documents

Organizational Playbook
Your organization's preferred contract positions, fallback clauses, and non-negotiable terms for playbook-based redlining
.pdf, .docx
Analysis Scope Document
Custom specifications for which fields, terms, or provisions to prioritize during extraction
.pdf, .docx

Why teams use it

Gain complete visibility into your entire contract portfolio with structured, searchable data across every agreement

Never miss a renewal deadline or notice period with automated calendar generation and proactive alerts

Identify hidden risks, unfavorable terms, and non-standard provisions across your portfolio in minutes instead of months

Ensure organizational compliance by automatically comparing contracts against your preferred playbook positions

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. The AI classifies, de-duplicates, and extracts structured data from your entire contract corpus in a single workflow.

What types of contracts does this skill support?

CaseMark handles virtually any contract type — NDAs, MSAs, SaaS agreements, vendor contracts, employment agreements, leases, SOWs, amendments, and more. The AI automatically identifies each contract type and applies the appropriate extraction logic.

What is playbook-based redlining?

Playbook-based redlining compares each contract in your portfolio against your organization's preferred positions, fallback clauses, and non-negotiable terms. CaseMark flags deviations and generates markup showing where contracts diverge from your standards.

Can I customize which terms and fields are extracted?

Absolutely. While CaseMark extracts standard fields like dates, financial terms, renewal provisions, and risk clauses by default, you can specify custom fields and analysis scopes tailored to your organization's priorities.

Who typically uses this skill?

CaseMark's Contract Portfolio Intelligence is used by in-house legal teams, General Counsel, legal operations, procurement departments, and finance teams who need portfolio-wide visibility into contract terms, upcoming renewals, and obligation compliance.

How does CaseMark handle amendments and related documents?

CaseMark automatically detects parent-child relationships between master agreements, amendments, SOWs, and change orders. It maps these relationships in the contract inventory so you can see the full document hierarchy and understand how terms have evolved.