Contract System of Record Assessment

5 Dimensions

1 Visibility
2 Structure
3 Connection
4 Governance
5 AI-Readiness

Live Score

00/20

Visibility

Question 1 of 10

When a request comes in for every active contract tied to a specific counterparty, regulation, category, or risk theme — how quickly can your team produce a complete, defensible list?

A Within minutes or hours, from a single source. 2pts

B Within a day or two, with some manual sweeping across systems. 1pts

C Days to weeks — and we wouldn't be confident the list is complete. 0pts

5 Dimensions

1 Visibility
2 Structure
3 Connection
4 Governance
5 AI-Readiness

Live Score

00/20

Visibility

Question 2 of 10

Where do your active contracts actually live today?

A A single connected system of record — every contract structured, findable, linked. 2pts

B A primary system covers most contracts; some functional teams keep their own. 1pts

C A mix of repositories, shared drives, email threads, and individual machines. 0pts

5 Dimensions

1 Visibility
2 Structure
3 Connection
4 Governance
5 AI-Readiness

Live Score

00/20

Structure

Question 3 of 10

If a leader asked, “what are our standard payment terms, SLAs, or termination rights across our top contracts by value or risk?” — how would your team answer?

A Query the contract data layer; answer with confidence within the hour. 2pts

B Pull extracted fields from the CLM and reconcile manually. 1pts

C Sample contracts manually — or admit we can't answer with confidence. 0pts

5 Dimensions

1 Visibility
2 Structure
3 Connection
4 Governance
5 AI-Readiness

Live Score

00/20

Structure

Question 4 of 10

How accessible are key contract terms — payment terms, SLAs, indemnity caps, renewal dates, termination rights — after signature?

A Structured as fields across the portfolio, with 90%+ accuracy. 2pts

B Extracted for high-value contracts; coverage uneven below the threshold. 1pts

C Live inside the PDFs; you have to read the contract to know the terms. 0pts

5 Dimensions

1 Visibility
2 Structure
3 Connection
4 Governance
5 AI-Readiness

Live Score

00/20

Connection

Question 5 of 10

When a contract is signed, what happens to that data in your downstream systems (CRM, ERP, ITSM, procurement, finance)?

A Flows automatically into the systems where work actually happens. 2pts

B Key fields sync to one or two systems; some manual reconciliation needed. 1pts

C Stays inside the contract system; downstream systems don't know it exists. 0pts

5 Dimensions

1 Visibility
2 Structure
3 Connection
4 Governance
5 AI-Readiness

Live Score

00/20

Connection

Question 6 of 10

How tightly is your contract data connected to your operational data — spend, performance, revenue, compliance?

A Real-time bidirectional flow — committed terms continuously reconcile against actuals. 2pts

B Monthly or quarterly reconciliation; gaps surface during it. 1pts

C They aren't connected — they live in separate worlds. 0pts

5 Dimensions

1 Visibility
2 Structure
3 Connection
4 Governance
5 AI-Readiness

Live Score

00/20

Governance

Question 7 of 10

Renewals, obligations, and key contract milestones — how do they reach the right person at the right time?

A Automated workflows surface them in the systems where work happens, routed to the right owner. 2pts

B Calendar reminders plus central tracking; most caught, some misses. 1pts

C Owner-by-owner tracking — misses happen, often on lower-priority contracts. 0pts

5 Dimensions

1 Visibility
2 Structure
3 Connection
4 Governance
5 AI-Readiness

Live Score

00/20

Governance

Question 8 of 10

When something goes wrong post-signature — missed obligation, vendor underperformance, dispute, audit gap — how often does the contract data help you act?

A Always. The contract specifies what was committed; we apply it. 2pts

B Usually, after some digging. 1pts

C Rarely. We reconstruct from email, memory, and finance records. 0pts

5 Dimensions

1 Visibility
2 Structure
3 Connection
4 Governance
5 AI-Readiness

Live Score

00/20

AI-Readiness

Question 9 of 10

If your team wanted to run an AI agent across your contract portfolio next quarter — extraction, risk flagging, obligation surfacing, comparison — what's the biggest blocker?

A Nothing. The contract data layer is structured and AI-accessible today; we're already running use cases. 2pts

B Some cleanup and access provisioning, but the model is largely in place. 1pts

C Most contracts aren't in a form AI can read; the data is too fragmented to be useful. 0pts

5 Dimensions

1 Visibility
2 Structure
3 Connection
4 Governance
5 AI-Readiness

Live Score

00/20

AI-Readiness

Question 10 of 10

Where does contract intelligence currently sit on your leadership team's strategic priority list?

A Active investment with board or C-suite visibility. 2pts

B Visible roadmap, constrained by resources or competing investments. 1pts

C Recognized gap — no clear owner or budget line yet. 0pts

Are You Running a Repository or a Contract System of Record?

Visibility

When a request comes in for every active contract tied to a specific counterparty, regulation, category, or risk theme — how quickly can your team produce a complete, defensible list?

Visibility

Where do your active contracts actually live today?

Structure

If a leader asked, “what are our standard payment terms, SLAs, or termination rights across our top contracts by value or risk?” — how would your team answer?

Structure

How accessible are key contract terms — payment terms, SLAs, indemnity caps, renewal dates, termination rights — after signature?

Connection

When a contract is signed, what happens to that data in your downstream systems (CRM, ERP, ITSM, procurement, finance)?

Connection

How tightly is your contract data connected to your operational data — spend, performance, revenue, compliance?

Governance

Renewals, obligations, and key contract milestones — how do they reach the right person at the right time?

Governance

When something goes wrong post-signature — missed obligation, vendor underperformance, dispute, audit gap — how often does the contract data help you act?

AI-Readiness

If your team wanted to run an AI agent across your contract portfolio next quarter — extraction, risk flagging, obligation surfacing, comparison — what's the biggest blocker?

AI-Readiness

Where does contract intelligence currently sit on your leadership team's strategic priority list?

We've mapped your contract data environment

00/20

Almost there!

Almost there!

Are You Running a Repository or a Contract System of Record?

We've mapped your contract data
environment