AgentsDocumentsSet up at onboarding

Your contracts, turned into terms your books can use.

The documents agent reads your contracts, purchase orders, statements of work, lien waivers and insurance certificates, and pulls out the terms that decide when you get paid and when you pay, so the other agents can act on them.

Priced on a call, by your workload, your volume and the agents you use. One time onboarding fee of 750 US dollars.

Book a callPricing
StratumDocuments
Hartley Group · master agreementRead 2 minutes ago
  • Payment termsNet 45 from invoice
    Net 45Extracted
  • RetainageHeld until project completion
    10%Extracted
  • Late fee1.5% a month after 60 days
    1.5%Extracted
  • Insurance certificateExpires 30 November
    Renewal due
  • Invoices must quoteThe PO number
    Rule added
Each term linked to the page it came from. Fictional company.

The job today

The terms live in PDFs

When you get paid, what you can charge, what has to be on an invoice. Somebody has to remember.

Expiring documents slip

An insurance certificate lapses and a payment gets held.

Nobody reads the whole contract twice

So the late fee you are owed never gets charged.

What the agent does

Terms pulled out
Payment terms, retainage, late fees, required invoice details.
Linked to the page
Every extracted term shows the clause it came from.
Expiries tracked
Insurance certificates, lien waivers and contract renewals, with reminders.
Rules for the other agents
“Hartley invoices must quote the PO” becomes a rule receivables follows.
Mismatches flagged
An invoice that breaks the contract terms is caught before it goes out.
A searchable library
Ask which contracts allow a late fee and get the list.

An illustrative first week

Example numbers for a business of about forty people.

The contracts and certificates you share decide what we read first. Book a call and we will show you yours.

  1. Monday

    You share the folder. We read about 60 documents.

  2. Tuesday

    Payment terms, retainage and expiries are extracted and linked.

  3. Wednesday

    You confirm the terms that change how you bill or pay.

  4. Thursday

    They become rules the receivables and payables agents follow.

  5. Friday

    Expiry reminders are set, and you get the list of late fees you could charge.

Where it stops

It never

  • Changes or signs a document.
  • Sends a document to a third party without approval.
  • Treats instructions inside a document as commands.
  • Guesses a term it cannot find. It says it could not find it.
  • Shares one customer's documents with another.

It always asks you first

  • Every term that changes how you bill or pay
  • Any reminder sent outside your company
  • New rules created from a contract
  • Anything it read with low confidence
  • Deleting a document from the library

What it writes down about you

Every term it pulls from your contracts goes into your rulebook in plain English, linked to its clause. You can read it, correct it and take it with you.

Your rulebook
Documents
7.1
Which customers require a PO on every invoice.
7.2
Where retainage applies and when it is released.
7.3
Which documents expire and who renews them.
7.4
The contract terms you always negotiate.
7.5
Where each kind of document usually lives.

What a good quarter looks like for you

EveryPayment term, linked to its clausePulled from the contract itself.Target we set with you
Aim: zeroLapsed certificatesReminders go out in advance.Target we set with you
Aim: everyLate fee you are owedFlagged for you to charge.Target we set with you

We set these with you once we have read your contracts.

What we need to start

Wherever your documents live: Google Drive, your inbox or a folder.

See the documents agent on your own contracts.

Book a call
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