Agiloft Launches Enterprise-Grade Obligation Management: Turn Contracts Into Operational Intelligence
Agiloft just rolled out an AI-driven Obligation Management solution that does the one thing most CLM programs miss: it makes contract promises visible, trackable, and accountable after signature. If you own revenue, risk, or compliance targets, this matters.
Why this matters to management
Contracts are loaded with commitments-deliverables, renewals, service levels, payments, regulatory requirements. Miss them, and you leak margin, damage relationships, and invite penalties. Research shows companies can lose 5-9% of annual revenue through poor obligation management. The fix isn't more manual tracking-it's structured data and automation.
What's new in Agiloft's release
- One-click obligation extraction (SRA): Send any contract through Agiloft Screens, automatically extract key obligations, and push the results back into the platform for review and action.
- Expert-built obligation categories: Out-of-the-box types aligned to how legal and procurement work: Financial, Delivery, Service Levels, Termination, Confidentiality, Regulatory, Data, and Insurance.
- Custom Obligations: Start from community screens, edit or copy them, and keep everything connected so your unique terms are still standardized and reportable.
- Purpose-built obligations data model: Extracted obligations auto-populate linked tables for owners, tasks, deadlines, and dependencies-ready for reminders and escalations.
- New contract views and dashboards: Obligations sit in the contract record and roll up into dashboards for upcoming items, past-due tasks, and high-risk gaps.
- Integration Hub: Sync obligations with finance, CRM, and performance systems to create a 360° view and close the loop across teams.
AI assistance in contract review (Screens)
- Configurable redlining: Set preferred wording, choose edit style (more direct or conservative), and add default rationales so edits are consistent with policy.
- Clause library alignment: Pull approved language from your clause library via the Word add-in so suggestions match your standards during review.
- Role-based controls: Admin, Editor, and Reviewer permissions protect vetted playbooks as you scale usage across the business.
What leaders can expect
- Risk reduction: Automated extraction, owner assignment, and escalations cut missed terms and compliance failures.
- Faster outcomes: Teams surface answers without scanning pages of text. Reviews move quicker, and post-signature work doesn't stall.
- Revenue protection: Dashboards expose value leakage, overdue obligations, and areas where you're owed deliverables or payments.
- Consistency at scale: Standard categories, redlines, and clause libraries keep negotiations and execution aligned with company policy.
How it works day to day
Upload or route a contract. With a click, obligations are extracted, categorized, and tied to owners, deadlines, and workflows. Reminders and escalations kick in automatically. Managers get live dashboards to monitor what's due, what's late, and where risk sits-across all agreements.
Manager's quick-start checklist
- Map top obligation categories you care about (revenue, SLAs, renewals, data/security) and align them to the out-of-the-box types.
- Assign clear ownership: who approves, who executes, who reports. No ambiguity.
- Set alerts and escalations tied to business impact, not just dates.
- Connect finance, CRM, and service tools so performance and payments feed one view.
- Codify redlining rules and approved language to keep reviews consistent.
- Track outcomes with a small KPI set (below) and review weekly.
KPIs to make this stick
- % of contracts with obligations extracted and assigned within 24-48 hours
- On-time obligation completion rate
- Revenue/value leakage identified and recovered
- Cycle time from contract signature to first task assignment
- Number of escalations and their resolution time
What customers and leaders are saying
"Enterprises today manage thousands of contracts, and the cost of missed obligations-whether penalties, compliance failures, or missed revenue-is staggering," said Andy Wishart, Chief Product Officer at Agiloft. "With our new Obligation Management capabilities, we are giving enterprises data-rich tools to turn every contractual commitment into actionable insight, capture real business value, mitigate risk, and turn obligations into measurable outcomes."
"By implementing our company standards directly into Screens and leveraging AI-assisted review and analysis, Screens is driving standardization and efficiency for our team," said Scott Han, Senior Associate Counsel at Morning Consult. "The ability to quickly redline and ensure compliance has been streamlining our workflow and reduced review times."
Bottom line for executives
This release turns contract text into operational data. That means fewer missed commitments, cleaner audits, and better cash outcomes-with less manual effort from legal and business teams. If your renewal slippage, SLA credits, or compliance findings have crept up, this is a practical way to tighten the system.
Learn more at agiloft.com.
Helpful next step for your team
If you're building skills across legal ops, procurement, or RevOps to support AI-driven contract execution, explore curated training by role at Complete AI Training.
Your membership also unlocks:
