Every contract, seen only by the people who should see it.

Today, the retailer's contracts live in a shared SharePoint folder. Permissions there broke down long ago — inheritance was overridden site by site until, in practice, everyone can open everything: a UK rep can read a US customer's confidential pricing, and nobody can prove who looked at what. Nothing watches renewal dates or price-increase clauses, so contracts quietly auto-renew on stale terms and entitled increases go untaken.

Alice Chen is a RELEX account executive; she owns roughly a dozen customer accounts in Salesforce. When she opens her contract list, the system quietly joins her login to her Salesforce user, resolves the accounts in her book, and shows only those contracts — 94 of the 1,032 in the system. She never sees a control that hints the other 938 exist.

A slice of Alice's 94-contract book. The other 938 contracts — every colleague's accounts — are absent, not just hidden behind a filter.

This is the heart of it. Every person opens the exact same page — and the system shows each of them a different, correct slice. A rep sees their book; their manager sees the union of the reps they manage; legal, finance and executives see the whole portfolio — except restricted agreements, which stay locked even to read-all roles until access is explicitly granted.

Alice clicks into the MetroMart Master Services Agreement. She sees the structured record — parties, dates, renewal terms, value — the version history of the PDF, its amendment chain, and any notes. The PDF itself is streamed through an authenticated gate: even the file's web address is useless to anyone not allowed to see the contract.

Most tools alert you when a contract expires — by then it's too late, because an auto-renewing contract already rolled over when the cancellation window closed. Contract Manager tracks the date that actually matters: the notice deadline — expiry minus the notice period — and warns on a 90 / 60 / 30 / 7-day ladder, escalating to managers and legal if nobody acts.

Generated by the nightly alert engine from the real contract dates — idempotent, so re-running never double-sends.

Finn, in finance, opens the price-increase pipeline. Many contracts allow an annual CPI-linked increase — but tracking dozens of clauses with different dates by hand means increases quietly get missed. The pipeline surfaces every contract whose adjustment date has passed with no increase applied: entitled money nobody has claimed.

One opportunity in the demo set — a real query: adjustment date ≤ today, and no notified/applied/skipped increase on record.

The thousands of PDFs in SharePoint don't have structured data — just documents. Rather than have legal hand-key every field, the system reads each PDF and uses AI to extract the metadata into a review queue. Legal sees the document and the proposed fields side by side, with a confidence score on each. They confirm or correct — nothing goes live without a human — and approve.

Real AI output from the demo data. Amber scores (< 0.6) flag fields the reviewer should check first.

Everyone lands on a dashboard scoped to their slice: what's expiring, what needs a decision, and the portfolio totals — kept per currency, never summed across. And behind it all, legal has a complete audit log: every view, download, edit and approval, by whom and when — the record SharePoint never kept.

"How do I know a rep can't see the wrong contracts?" Dana, in legal, doesn't take it on faith. From the admin screen she picks any person and enters view-only impersonation — the whole application re-renders as exactly what that user sees. A persistent banner makes the mode unmistakable, and while it's active every edit, approval and price action is disabled: she can look, but nothing can happen under someone else's name. Starting and stopping are both written to the audit log.

Dana sees precisely what Alice sees — 94 contracts, not the full 1,032 — because the scoping is driven by Alice's identity, not Dana's read-all role. The amber bar and disabled actions are always on while viewing.