Every agreement with a client sits in one register: what it covers, who signed, when it starts, when it renews, and what is still outstanding. The client sees their own agreements in the portal, and your team sees the whole book with the renewals coming up.
The closest starting point is the Internal Docs App, a live Taskade Genesis app on this page. Sort it, filter it, see how a structured document register behaves, then choose "Use this app" to clone it in about ten seconds, add the signature status column, and load your own agreements into it.
The build gives you a contract register with the fields that actually get asked about: agreement name, client, type, effective date, term, renewal date, notice period, value, signing status, and the document itself. The client's portal page shows their own agreements with the current status and a link to each signed copy, which removes the "can you send me the contract again" request permanently. Your internal view adds the renewal pipeline, so a ninety-day notice period is a task on a date rather than a discovery in week eleven.
The renewal pipeline is the part teams feel immediately. A register with renewal dates and notice periods, viewed on a calendar, turns a set of forgotten obligations into a forward schedule. You can see what renews next quarter, what needs notice served before a specific date, and which agreements are worth revisiting. Serving notice late, or discovering a rollover after it happened, is one of the most expensive administrative mistakes a small business makes, and it is entirely preventable with a date field and a reminder.
Workspace DNA keeps the register reliable. Memory holds every agreement and version. Intelligence, powered by 15+ frontier models from OpenAI, Anthropic, Google, and open-weight providers, reads an uploaded agreement and pulls out the dates, term, and value into fields, then summarizes what changed between two versions. Execution raises the renewal task, sends the reminder, and files the countersigned copy.
The register renders in every layout you need:
- Table view for the full agreement book with status, dates, and value
- Calendar view for renewal, expiry, and notice-period dates
- Board view for moving agreements through drafted, sent, signed, and active
- List view for the client's own simple agreement history
- Plus Mind Map, Gantt, and Org Chart across the 7 project views
Automations protect the dates. Connect Taskade automations so a renewal date creates the internal task at your chosen lead time, an unsigned agreement sitting for a week sends a follow-up, and a completed signature files the copy and notifies the account owner. With 100+ bidirectional integrations, your e-signature and storage tools pull status in, while email and Slack push reminders out.
Fill the register from the documents rather than from memory. Let an agent extract the dates and terms from each executed agreement, then verify them once. A register built from what people remember agreeing is worse than no register at all, because it is trusted.
The AI agents in the app carry 34 built-in tools including file analysis and persistent memory. An agent reads a new agreement, extracts the key dates and obligations into the register, and answers "when does this renew" without anyone opening the document.
Clone the app, invite your team, and the register is yours. Client sign-in is available on Business plans and up, $25/mo billed annually, and App Users is in beta. This is an operational tracker, not legal advice, so keep your usual review process for the terms themselves.
Read Legal agents for document work, App uploads for storing copies, or browse operations builds in the Community Gallery. Start at Taskade Genesis. Pair this with Publish a Client Invoice and Payment History Page and Build a Client Document Library With Uploads.
Frequently Asked Questions
Does this collect signatures?
It tracks them. Keep signing in whichever e-signature tool you use and connect it so the status updates in the register when a document is executed.
Can the AI read the agreement and fill in the fields?
Yes. File analysis pulls out effective date, term, renewal, notice period, and value. Check the extracted fields once, then let the register carry them.
How far ahead should renewal reminders fire?
Set it to your notice period plus room for a conversation. Ninety days is common for annual agreements, and the automation creates the task on that date so nobody has to remember.
Can clients see agreements they have not signed yet?
Yes, if you want them to. Showing the pending agreement with a signing link inside the portal usually gets it signed faster than an email attachment.
Is this a legal system of record?
Treat it as an operational tracker that points at your executed documents. Keep whatever formal storage and review process your business already requires.
Can I track amendments against the original?
Yes. Link the amendment to the parent agreement and keep both versions, so the register shows the current effective terms and the history behind them.
What about agreements with vendors rather than clients?
The same register works. Tag by counterparty type and gate the portal view so vendors see their own agreements and clients see theirs.
Which dates should I track beyond renewal?
Effective date, term end, notice deadline, and any price review date. The notice deadline is the one that catches people, because it usually falls well before the renewal itself.
