Problem Statement: You’re Sitting on a Pile of Silent Risk

Everyone celebrates when a contract gets signed. But once it’s tucked away in a folder—or buried in someone’s inbox—it becomes invisible.

That’s when problems creep in:

• You miss a renewal notice and get locked into another year.

• A customer calls out a promised SLA you didn’t track.

• Finance is chasing down terms that were negotiated months ago.

Most teams don’t fail because they signed a bad contract.

They fail because they forgot what they signed.

Business Goal: Turn Contracts Into Control Panels, Not Black Holes

The goal post-signature is simple:

Make every contract easy to find, easy to understand, and impossible to forget.

That means:

• Every signed agreement lives in one place

• Every key term is visible, tracked, and assigned

• No more surprises from buried clauses or missed renewals

What to Do Immediately After Signature (and Why It Matters)

✅ 1. Centralize Immediately

Here’s a simple visualization of how most CLM architectures are set up:

[Inbox]     [DocuSign]     [Google Drive]     [Hard Drive]
   │             │                │                  │
   └─────────────┴────────────────┴──────────────────┘
                           ▼
                [ Central Contract Hub ]

Why: If people can’t find the contract, they won’t follow it.

✅ 2. Extract the Essentials

 [Contract PDF]
      │
      ▼
[Key Terms Extracted]
  ├─ Renewal Date
  ├─ Termination Notice
  ├─ Payment Terms
  ├─ SLAs & Obligations

Why: If it’s not visible, it’s not enforceable.

✅ 3. Assign Owners

[Key Terms]
   ├─ Renewal → Finance
   ├─ SLA → Ops
   ├─ Termination → Legal
   └─ Upsell Triggers → Sales

Why: Contracts don’t run themselves. People do.

✅ 4. Set Alerts Before It’s Too Late

[Key Dates]
   ├─ 90 Days Before → Reminder
   ├─ 60 Days Before → Reminder
   └─ 30 Days Before → Final Alert
                     ↓
              [Team Notified]

Why: If your calendar doesn’t know, your team won’t either.

✅ 5. Log Into Systems

[Extracted Terms]
     ├─ → Salesforce (RevOps)
     ├─ → Asana / Jira (Deliverables)
     └─ → ERP / Billing (Payment Terms)

Why: If it’s not in the system of record, it won’t happen.

✅ 6. Summarize the Contract in Plain English

[36-Page PDF]
      │
      ▼
[1-Page Summary]
  • What we agreed
  • What we owe
  • When it matters

Why: Nobody wants to read a 36-page contract to answer a basic question.

Why This Falls Apart Without a Process

Manual workflows break down because:

• People forget

• Files live in silos

• Teams change

• No one owns it end-to-end

Even the most careful team will miss something when contract volume grows. And that’s when the fines, lost revenue, or missed opportunities start stacking up.

How Docsum Fixes This (Without Adding Work)

Docsum makes post-signature contract management automatic:

• Finds signed contracts across inboxes, e-sign, and cloud storage

• Extracts key dates, terms, and obligations

• Sends alerts before anything important hits

• Creates a clean, searchable contract repository

• Syncs key terms into the tools your team already uses

It’s like adding an operations layer on top of every contract—without needing a person to babysit it.