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Use case: contract management

No more version chaos. Finally, full visibility.

Templates, search and contract data in a traceable contract process.

“Which version is the current one now?” Anyone who manages contracts via email and Word often asks this question. Treasure bundles approved templates, fills new drafts via questionnaire (importing CRM data: coming soon) and makes the contract inventory searchable. This reduces the manual effort from draft to filing; you import your existing contracts via folder upload.

No more version chaos. Finally overview.
Effect for contract managers
Template
Approved version
centrally available
Questionnaire
enter data
once
Search
Clauses and deadlines
with sources
Knowledge
Decisions
versioned
Before / After

How everyday CM life is changing

Four moments from contract management — with and without treasure.

Draft
Without treasure
Search for the template in the folder, hope that it is the current version, type out data from the CRM.
With treasure
Select a template from the library; Treasure fills it via questionnaire (CRM import: coming soon) and documents the template version used.
Search
Without treasure
“Which contracts expire in Q3?” → Excel list of 2022, manual research, hours.
With treasure
Same question asked in plain language — with source and clause highlight.
Commitments
Without treasure
Obligations are in the contracts. Nobody systematically checks whether they are being met.
With treasure
Obligations can be extracted as custom contract fields or via a question catalogue and exported to Excel. Assignment to owners and reminders: coming soon.
Deadlines
Without treasure
Notice periods in a manually maintained Excel list. Obsolete as soon as someone forgets to update.
With treasure
Treasure extracts terms and termination provisions as contract data — filterable and exportable. Automatic reminders (90/60/30 days in advance): coming soon.
Three core functions

What Treasure can do for contract managers

The CLM CM teams really need — not more storage, but a working system.

Template library + filling
Approved templates in one place, filled via questionnaire (automatic filling from CRM data: coming soon). Every draft starts from the current approved template instead of “Version_final_v7”.
Plain-language search & contract data
“Where did we promise unlimited liability?” — Answer with source. Plus all renewal and cancellation data in a filterable view.
Knowledge in the system
You record clause decisions and special cases in the knowledge base and clause library. The knowledge stays in the company - even if people change.

From the stack of documents to the knowledge base: this is how your contract knowledge moves into the system - and stays there, even when people leave (knowledge graph: coming soon).

Knowledge from contracts

Treasure reads contracts via upload and folder upload; you maintain your company knowledge as knowledge base articles. Automatically building an ontology from contracts and databases: coming soon.

Knowledge base as wiki · graph: coming soon

Today: a wiki with knowledge base articles. Coming soon: a connected knowledge graph that makes relationships visible.

Customize yourself

You can edit articles directly in the wiki — new rules, your own standards, comments.

Boutiq Legal Knowledge · coming soon

Planned: a pool of up-to-date legal knowledge maintained by us, marked in its own colour and linked to your company knowledge.

In the contract review

When a contract comes in, Treasure draws on matching knowledge base articles from your knowledge (legal pool: coming soon).

Knowledge flows into the exam

Relevant articles are included in the contract - as red flags, yellow flags or notes, always with a source link.

The system learns back

Corrections are captured as proposals and flow into the knowledge base once you approve them.

CM workflow with Treasure

A day in the everyday life of a contract manager

Five typical activities with less searching, typing and version matching.

Dashboard
Daily overview
New contract
from the template
Plain text search
in the portfolio
Incoming contracts
classify
Report for the CEO
coming soon
Early morning
Dashboard
The Treasure dashboard shows open matters, open reviews, critical findings and your personal action feed. You filter terms and termination provisions in the contract list; a deadline dashboard with reminders is coming soon.
monitor
morning
New contract
Inquiry from sales: Framework agreement for a new customer. Treasure uses the approved template; the details go into the draft via questionnaire (importing CRM data: coming soon).
Draft
Noon
Plain text search
Question from business: “How high is our liability risk with customer X?” — Answer with relevant clauses, sources and references.
Search
afternoon
Incoming contracts
New contracts from the business end up in Treasure and are automatically classified, and the contract data is extracted. The CM checks and makes final assignments - instead of typing.
Onboard
Late afternoon
Report for management · coming soon
Planned: a one-click quarterly report on top risks, renewals and unusual clauses. Today: export contract data and extraction results to Excel.
report
Contract management

Your contract inventory, searchable.

You import your contracts via folder upload; the SharePoint or Drive connection is coming soon. In the demo we show what Treasure extracts from your contracts. Measurable in the 10-day Proof Sprint: baseline and ROI on your contracts.

Folder upload · Template library · Plain-language search · Contract data

FAQ

Frequently asked questions from contract managers

“We already have a DMS / SharePoint – isn’t that enough?”

Many repositories store contracts without analysing them. Treasure does not replace your SharePoint but makes your inventory searchable and analysable: today you import it via folder upload; the direct SharePoint connection is coming soon.

“Do we have to migrate and tag all contracts first?”

Import yes, tagging no: you upload your inventory via folder upload, and Treasure automatically classifies it and extracts contract type, parties, terms and termination provisions. No manual tagging project is needed. Reading directly from SharePoint: coming soon.

“What happens if our most experienced colleague leaves?”

That is what the knowledge base and clause library are for: decisions, standards and special cases are recorded there with versions. The knowledge lives in the system, not just in people's heads - the team asks Treasure, not the grapevine.

“Why not just run ChatGPT over the contracts?”

The chat interface lacks a fixed review standard confirmed by Legal and a matter-based audit trail per contract and version. Treasure adds this workflow and governance layer, connected to HubSpot and the email inbox.

“What about GDPR?”

Processing in EU data centres (AWS Frankfurt; AI via EU regions of AWS, Google and Microsoft), no training on your data, ISO 27001-certified information security. The provider is the German company boutiq ai GmbH, based near Munich.

Free · PDF guide

The mass-litigation operating model

Case data model, choosing outside counsel and maturity self-assessments for the switch from one-off handling to running cases in series.

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