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AI Contract & Document Manager

The AI Contract & Document Manager is an intelligent repository that does more than just store files. Using advanced AI, it scans uploaded documents to extract key dates, financial values, and involved parties, providing a high-level overview of a business's contractual health.

1. The Executive Dashboard

Upon login, users see a high-level summary of their document portfolio:

  • Key Metrics: View the Total Files stored, number of Active Contracts being tracked, and a countdown of items Expiring Soon.

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  • Total Portfolio Value: The AI calculates the total financial weight of all active contracts, giving businesses an instant view of their committed spend or revenue.

  • AI Insights Bar: This smart notification area flags urgent alerts and high-priority items (e.g., "0 urgent alerts, 2 high priority items") so users know exactly where to focus their attention.

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2. Document Organization & Categories

To keep workflows organized, the tool provides a robust categorization system. Users can view documents by specific industry types:

  • Predefined Categories: Including Software & Subscriptions, Leases & Rentals, Vendor Contracts, Employee Contracts, Insurance, and more.

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  • Custom Categories: Users are not limited to the defaults. Click "+ Add Category" to create custom folders tailored to a specific business niche.

     

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3. Intelligent Document Processing

When a user clicks "Upload Document," the AI goes to work. For every file uploaded (such as a .txt, .pdf, or .docx), the system automatically identifies:
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  • Status: Automatically marks documents as Active or Expired based on the date. 

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  • Summary: Provides a brief AI-generated snippet of what the contract is about.

  • Contract Intelligence: Extracts the Expiration Date, Total Value, and the Parties involved.

  • Management Actions: Users can Download the original file for reference or Delete it if it is no longer needed.

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4. Email Notification Settings (Automation)

The true power of this tool lies in its "Set and Forget" automation. Click on "Email Settings" to configure how the business stays informed:

  • Expiration Reminders: Set the system to email you a specific number of days before a contract or license expires (e.g., 30 days before).

  • Auto-Renewal Alerts: Get warned before a contract automatically renews, giving the business time to renegotiate or cancel.

  • Weekly Summary: Receive a weekly digest (e.g., every Monday) that summarizes all expiring contracts and AI insights for the week ahead.

  • Upload Confirmations: Receive an email as soon as the AI has finished processing and "reading" a newly uploaded document.

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5. Quick Filters & Search

As the document library grows, finding specific information remains easy:

  • Quick Filters: Instantly toggle between All Documents, Expiring Soon, Active, and Expired.

  • Smart Search: Use the search bar to find documents by filename, party name, or category.

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Reseller Strategy: Why Sell This?

The AI Contract & Document Manager is an essential "peace of mind" tool.

  • Target Audience: Perfect for property managers (Leases), IT companies (Software Subscriptions), and general contractors (Vendor/Employee Agreements).

  • Value Proposition: Tell your clients: "One missed renewal can cost you thousands in penalties or service interruptions. This tool pays for itself by ensuring that never happens."

Ready to provision? Activate the AI Contract & Document Manager in the Marketplace on www.resellportal.com.

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