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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 leveraging AI to analyze entire contract portfolios simultaneously, it extracts key terms, maps obligations, tracks renewals, quantifies financial commitments, and identifies risk exposures — delivering in minutes what would take teams weeks or months to compile manually.

In-house legal teams, procurement departments, and finance organizations often manage thousands of contracts with no centralized visibility into key terms, obligations, or risk provisions. Manual review of even a modest portfolio requires weeks of attorney time, and critical details — missed renewal deadlines, uncapped liabilities, non-standard indemnities — routinely fall through the cracks. This lack of portfolio-wide intelligence creates financial exposure, compliance gaps, and missed opportunities to renegotiate unfavorable terms.

CaseMark's Contract Portfolio Intelligence skill processes your entire contract corpus at scale, automatically classifying documents, extracting structured data, and generating actionable reports. From obligation trackers and renewal calendars to risk matrices and playbook-based redline reports, CaseMark delivers the portfolio-wide visibility that legal ops, finance, and procurement teams need — reducing weeks of manual review to minutes of AI-powered analysis.

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, obligations, and risks at scale

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

  4. 4. Export in your preferred format (DOCX, PDF, or spreadsheet) for stakeholder distribution

What you get

  • Contract Inventory Table

  • Structured Term Extraction Report

  • Obligation Tracker

  • Renewal Calendar with Notice Deadlines

  • Risk Matrix & Exposure Summary

  • Financial Commitment Summary

  • Playbook Deviation & Redline Report

What it handles

  • Portfolio-scale term extraction across hundreds or thousands of contracts simultaneously

  • Automated contract classification with parent-child relationship mapping

  • Obligation tracking and renewal calendar generation with deadline alerts

  • Risk matrix creation identifying liability caps, indemnities, and exposure areas

  • Playbook-based redlining comparing contracts against preferred organizational positions

  • Structured financial commitment summaries with payment term analysis

Required documents

  • Contract Portfolio

    The collection of contracts to be analyzed — including master agreements, amendments, SOWs, NDAs, vendor agreements, leases, 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 and deviation analysis

    .pdf, .docx

  • Analysis Scope Instructions

    Specific instructions defining which fields, provisions, or risk areas to prioritize in the extraction and analysis

    .pdf, .docx

Why teams use it

Gain instant portfolio-wide visibility into obligations, renewals, and financial commitments across every agreement in your organization

Eliminate missed renewal deadlines and auto-renewal traps with automated calendar generation and notice period tracking

Identify and quantify risk exposure across your entire contract base with structured risk matrices and liability summaries

Ensure organizational compliance by automatically comparing contracts against your approved playbook positions and flagging deviations

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 legacy 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 approved positions.

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 rather than analyzing documents in isolation.

What output formats are available for sharing with stakeholders?

CaseMark generates structured tables, narrative reports, and visual summaries that can be exported as DOCX, PDF, or spreadsheet formats. Outputs are tailored to your audience — whether that's the General Counsel, board of directors, finance team, or procurement.

How accurate is the AI extraction compared to manual review?

CaseMark's AI delivers high-accuracy extraction across standard contract provisions and is continuously improving. Every output includes a review step so your team can verify results, and the platform flags low-confidence extractions for human attention — giving you speed without sacrificing reliability.

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