ClauseLedger

Key financial terms were buried across 150-200 page contracts, so finding billing conditions, commitments and deadlines took finance teams hours of manual reading.

Analysts had to copy contract details into spreadsheets and CRM systems by hand, which led to repeated effort, inconsistent data and missed revenue.

Billing triggers, renewal notices, opt-out windows and payment terms were easy to overlook. Missed invoices and costly contractual deadlines followed.

Teams lacked confidence in manually extracted data and kept going back to the original contract to check it, which slowed down the whole workflow.

Even when the information was available, it was hard to tell what action was needed, who owned it and when it was due, especially across a large portfolio of contracts.

Designed a simple upload-and-extract flow where a contract is ingested and AI turns its key terms, billing information, due dates and commitments into structured data that is easy to scan.

Built a finance-first dashboard with four headline KPI cards: Owed to Us, We Owe, Revenue at Risk and Awaiting Review. Each card is paired with a prioritized "Needs Attention" queue, so critical issues such as unbilled milestones or CRM mismatches come up first with a clear Review, Decide or Compare action.

Brought upcoming billing, upcoming deadlines and a Portfolio Health breakdown (Verified, Needs Review, Exceptions, Processing, Archived) into a single view, so renewals, notice periods and invoice triggers are never missed.

Created a contracts portfolio table with contract value, next key date, CRM match status, an AI confidence meter, status chips and owner avatars, so analysts can instantly spot low-confidence extractions and discrepancies.

Made every extracted value traceable back to its source clause, with confidence thresholds and verification states, which cuts down re-checking and gives teams confidence in the data they report.

Grounded the whole experience in a researched user persona, hand-sketched information architecture and user flows, and a structured navigation of Dashboard, Contracts, My Tasks, Reports and Settings, so the product reflects how finance analysts actually work.