Pavilion Arc · Getting started

Getting started · Contract operations

ClausePilot

Signed. Understood. Followed through.

ClausePilot keeps every agreement in one register, reads its key dates and clauses, and makes sure obligations and renewals are never missed.

Open ClausePilot ↗Download sample files ↓
  • 6 steps
  • About 10 minutes
  • Made-up sample data
The ClausePilot workspace

How the work flows

Every task in ClausePilot moves through the same stages.

  1. 1Read
  2. 2Register
  3. 3Sign
  4. 4Keep promises
  5. 5Renew or end

Before you begin

Open ClausePilot, press Open workspace, and keep this page open beside it.

  • A computer or phoneAny up-to-date browser works.
  • The sample contractThe same agreement as TXT, DOCX and PDF.
  • About 10 minutesAll companies are made up.

Step by step

Follow the steps in order. Each one sets up the next. Select a screenshot to see it full size.

  1. Step 1: See every agreement

    Overview lists your agreements with their expiry dates, open obligations and review flags.

    ClausePilot Overview screen for step 1: See every agreement
    The ring shows where to look or what to press.

  2. Step 2: Read a contract

    Open Reader and press Try a file. Choose the sample agreement. ClausePilot finds the term, the notice period and risky clauses such as automatic renewal or no liability cap, each shown beside the text it came from.

    These are rule-based suggestions. Always check them against the highlighted text.

    ClausePilot Reader screen for step 2: Read a contract
    The ring shows where to look or what to press.

  3. Step 3: Add it to the register

    Press Add to register in the Reader, or Add agreement on Overview. The dates are filled in from the reading. Add the other company’s name and save.

    ClausePilot Overview screen for step 3: Add it to the register
    The ring shows where to look or what to press.

  4. Step 4: Track the signature

    Open an agreement. In Signature, enter who it goes to and how it will be signed, press Mark as sent for signature, then record it as signed when it comes back.

    ClausePilot records each step. It does not send or sign anything itself.

    ClausePilot Agreement screen for step 4: Track the signature
    The ring shows where to look or what to press.

  5. Step 5: Keep your promises

    Obligations lists what each side has committed to, with an owner and a due date. Mark each one complete as you go.

    ClausePilot Obligations screen for step 5: Keep your promises
    The ring shows where to look or what to press.

  6. Step 6: Plan renewals

    Renewals shows which agreements end soon and the last day to give notice, so nothing renews by surprise.

    ClausePilot Renewals screen for step 6: Plan renewals
    The ring shows where to look or what to press.

What to notice

Every finding sits next to the exact contract text behind it, so you can trust it and explain it.

Other guides

The same steps-and-screenshots format for every Pavilion Arc product.