Use case

AI contract management —
a contract is a live obligation, not a PDF in a drawer

A signed contract usually lives in two places: a folder and somebody's head. DocAI lifts it into a central portfolio, fills in its data automatically, watches deadlines and notice windows — and compares expected billing with actual billing. That way missing revenue or cost does not surface at closing, but while there is still room to act.

Every contract in one place, with its data filled in

After upload a contract does not become an empty register row: the system reads its data from the document itself.

Four categories
Revenue, liability, employment and other — the portfolio can be split and filtered along these
Extracted fields
Contract number, title, type, signature and expiry dates, notice period, currency, total value, indexation clause
Confidence
Colour-coded confidence per extracted field, with a page reference into the source PDF — how extraction works
Amendments
The original contract and its amendments as a chronological chain, with references resolved automatically
Audit trail
A structured log of every change: who changed what, and when
Project breakdown
Projects and project groups with document and item assignment, cost and revenue tracked per currency

30, 60, 90 days — before the notice window closes

The expiring contracts panel shows, in a colour-coded traffic-light list ordered by urgency, the contracts that expire, become terminable or need an anniversary review within 30, 60 or 90 days. The list is not produced by a monthly report but updated continuously: the notice deadline does not slip by unnoticed, and renewal can be decided in time.

Expected vs. actual billing

The most common silent loss is not a bad contract — it is the invoice that never got issued.

Comparing expected and actual billing From the recurring items of a contract the system generates a payment schedule: six expected billing dates. Below them sit the invoices actually received and matched to the contract. One due item has no invoice — the system highlights it as missing. Payment schedule — generated from the contract's recurring items Month 1 Month 2 Month 3 Month 4 Month 5 Month 6 Invoices received and matched to the contract matched matched matched matched matched missing The difference is shown in both currency and percentage — the missing item is highlighted on the variance panel.
Figure 1 — The system knows in advance when an invoice should exist, and compares that with the invoices actually received.

From the recurring items of a contract the system generates a payment schedule in advance: when an invoice should exist and for how much. It continuously compares this with the invoices actually received and matched to the contract, showing the difference in both currency and percentage.

If no invoice has arrived for a due item past its expected date, it appears highlighted on a separate panel. Incoming invoices and completion certificates are linked to the right contract automatically — by item matching, a date window and contract number references. Completion certificates are read on their own processing path (date, description, acceptance) to support the pre-payment check.

What the portfolio tells you

The contract base produces compact KPIs with a currency breakdown: active contract value, monthly recurring revenue (MRR), an ARR-style 12-month forecast of committed revenue and cost, the number of expiring contracts, the expected-versus-actual variance and the missing invoices. Together with the project breakdown, this is the picture someone would otherwise assemble by hand in a spreadsheet every quarter.

The same data can be queried from document chat — with a natural-language question, without building a report.

Contract management — frequently asked questions

What does DocAI contract management do?

Contracts are kept in a central portfolio in four categories (revenue, liability, employment, other), filled in by automatic extraction: contract number, title, type, signature and expiry dates, notice period, currency, total value and indexation clause. Each extracted field shows its confidence level as a colour code, with a page reference into the source PDF. Amendments appear as a chronological chain linked to the original contract.

How does the system monitor expiring contracts?

A dedicated panel lists, in a colour-coded traffic-light view ordered by urgency, the contracts expiring, terminable or due for anniversary review within 30, 60 and 90 days. That way a notice window does not slip by unnoticed, and renewal decisions can be made in time.

What does comparing expected and actual billing mean?

From the recurring items of a contract, the system generates a payment schedule in advance: when an invoice should exist and for how much. It continuously compares this with the invoices actually received and matched to the contract, showing the difference in both currency and percentage. If no invoice has arrived for a due item past its expected date, it is highlighted on a separate panel — so missing revenue or cost does not surface only at closing.

Does it match invoices to contracts automatically?

Yes. Incoming invoices and completion certificates are linked to the right contract automatically, based on item matching, a date window and contract number references. Completion certificates are read on their own processing path (date, description, acceptance) and support the pre-payment check.

Can we see who changed what on a contract?

Yes, every contract change is recorded in a structured audit trail: who changed what, and when. It can be reviewed inside the contract portfolio and is part of the system-wide logging — every open, change and download is traceable, with role-based access control.

See it on your own documents

In a 30-minute demo we walk through your own workflow — with your documents, on your terms. No obligation.

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