Business Agreement Tracking
Business agreements come in dozens of forms — vendor contracts, NDAs, service agreements, partner terms. Termora gives you one place to manage all of them, with automated reminders before any deadline passes.
The problem
Legal uses a spreadsheet. Finance has a folder. Operations keeps a calendar. None of them talk to each other, and none of them are complete.
NDAs, maintenance agreements, and service terms don't get the same scrutiny as large contracts — but they still have auto-renewal clauses and notice periods that cost money when missed.
The tracking process only works for agreements someone remembered to add. New agreements get signed, filed, and forgotten until they become a problem.
How Termora helps
Contracts, subscriptions, insurance certificates, licenses, NDAs, vendor agreements, maintenance terms — all tracked in the same system with the same reminder workflow.
Each workspace gets a dedicated email address. Forward a signed agreement directly and Termora handles the rest — extraction, storage, and deadline setup.
Filter by agreement type, owner, or deadline window. Export a CSV for management reviews, audits, or vendor assessments. Know your full exposure at a glance.
Features
Contracts, NDAs, insurance, licenses, subscriptions, vendor agreements — all in one system.
Forward signed agreements to your dedicated inbox. Termora extracts dates and files the document.
Automated email reminders at 90, 30, 14, 7, and 1 day before every action deadline.
Assign the right person to each agreement with a backup for coverage continuity.
Full-portfolio CSV exports and dashboard KPIs for management visibility.
Flag high-risk agreements so the critical ones always stay visible.
Real scenarios
Before
A company signs 30+ NDAs per year with contractors, vendors, and partners. They're filed in a Google Drive folder organized by year. Expiry dates are tracked by no one.
With Termora
All active NDAs imported into Termora in one afternoon. Owners assigned, reminders set. NDAs no longer expire in silence.
Before
The CFO asks for a list of every active business agreement, the owner, and the next action date. Assembling this across three departments takes 3 days.
With Termora
All departments use Termora. CFO-level export ready in under a minute. Updated in real time.
Before
An HVAC maintenance contract lapses because nobody knew it was coming up. Emergency service calls cost 4x more than a covered maintenance visit.
With Termora
Maintenance agreement in Termora. Owner reminded 90 days out. Renewal completed before the coverage gap.
Our team was tracking agreements in four different places. Termora gave us one system that actually gets used because it's simple enough that everyone will do it.
Chris M.
General Manager, Lakewood Advisors
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