What Agreemnt actually changes, in practice
We could dress this page up with logos and quotes. We're not going to. Agreemnt is early, we don't have paying customers yet to feature, and inventing some would cost more trust than an honest "not yet" ever could. Here's what we're doing instead.
A three-site pub and restaurant group
Roughly 140 supplier, lease and insurance contracts spread across three general managers' own inboxes and filing cabinets, with no one person responsible for watching all of them at once.
A laundry and linen contract auto-renewed for another 12 months at a rate the group never agreed to renegotiate - the 60-day notice window closed while the only person who knew about it was on annual leave. Separately, a site's food hygiene certificate ran out for seventeen days before anyone noticed, because the only record of its renewal date was a sticky note on a manager's monitor.
Every site's contracts got forwarded to one shared inbox address or uploaded directly, and were read and filed automatically - so for the first time there was one place, not three, to see what was coming up across the whole group. Compliance items (insurance, food hygiene, fire safety) now chase themselves by email until someone confirms the renewal's done, and every contract with a notice period gets a digest alert - plus a Slack ping, since that's where the ops team already talks - well before a window like that laundry contract's closes again.
Compliance certificates that chase themselves
Insurance, food hygiene, fire safety - tracked per contract and re-chased by email until confirmed, not left to a sticky note.
Renewal and notice-period alerts, automatically
Every contract with an end date or notice period gets tracked against it, with a digest email and optional Slack/Teams alerts before a window closes.
One shared place instead of three inboxes
Forward or upload a contract once and it's read and filed automatically - a multi-site group's agreements land in one searchable place instead of staying scattered across managers' own inboxes.
See the full picture for hospitality businesses.
A regional IT reseller and managed service provider
A mix of vendor and distributor agreements, client MSAs and SOWs, and a handful of long-running subcontractor engagements doing the actual delivery work - the kind of contract spread that comes with sitting on both sides of the business.
A distributor agreement locked in a minimum annual commitment that auto-renewed on its original terms, because the person who'd signed it two years earlier had since left the business and nobody else had it on their radar. Around the same time, a long-standing contractor relationship - same person, same desk, same hours, for over a year - only got a proper IR35 read when a client's own compliance team asked a question nobody in the business could confidently answer.
Every vendor agreement, client MSA and support renewal is now tracked against its own end date and notice period, so a departure doesn't mean a contract term goes untracked with it. Contractor and consultant engagements get an automatic four-factor IR35 read - substitution, control, mutuality of obligation, exclusivity - the moment they're added, with a plain-English explainer alongside it, so a question like that one has an answer ready before it's asked.
Every renewal and notice period tracked automatically
Vendor agreements, client MSAs and support renewals tracked against their own end date and notice period, with a digest email and optional Slack/Teams alerts.
IR35 signals read straight off contractor agreements
The four classic IR35 factors, read from the actual contract text and shown with a plain-English guide - a sense-check ready before anyone asks, not scrambled together after.
Import what's already signed, don't retype it
Forward or upload existing vendor, client and contractor agreements and they're read and filed automatically, so a departure doesn't take the institutional knowledge of what was actually signed with it.
See the full picture for IT resellers and managed service providers.
An independent bookkeeping practice, six staff
A practice's own stack of client-management software, cloud accounting add-ons, an office lease and PI insurance - plus a habit of spotting client contract chaos without ever having anywhere useful to point clients toward, or anything back for the referral.
The practice's own PI insurance came within a week of lapsing - caught only because a partner happened to check while renewing something else, not because anyone was tracking the date. Separately, while reconciling a client's books, a bookkeeper noticed a facilities supplier had been invoicing a rate that quietly drifted about 8% above what the client's actual contract specified, for nearly a year, before anyone compared the two documents side by side.
The practice's own software, lease and insurance renewals are now tracked the same way a client's would be, with alerts well ahead of any date like that PI insurance renewal. For orgs on Xero, invoiced amounts get checked against the contracted rate automatically - the exact comparison that caught the facilities supplier, now running in the background instead of depending on someone happening to line the two documents up. And every account, including a free one, has its own referral link, so pointing a client toward better contract hygiene now comes with a credit when they go on to a paid plan.
Your own firm's contracts, tracked automatically
Practice software, leases and insurance tracked against their own renewal dates, with a digest email and optional Slack/Teams alerts before anything lapses or auto-renews.
Xero-based reconciliation, built in
What's actually invoiced by a supplier checked against the contracted rate automatically - the kind of drift that's easy to miss without comparing both documents by hand.
A referral credit for every client you point here
Every account gets its own referral link; a referred business going on to a paid plan means an automatic Stripe balance credit, no separate partner agreement.
See the full picture for accountants and bookkeeping firms.
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Connect your inbox and Drive and see what's already there. Free for up to 10 contracts, and every plan includes your whole team.