Worked example · Meridian Group · a fictitious UK services company
Contract intelligence for legal teams
Every contract, read. Every answer, cited.
Renewals, notice periods, who owes what to whom: the work that eats your legal team. This page walks it end to end through one workspace. Meridian Group is a worked example, a mid-size UK services company, 124 agreements in. Every figure reconciles.
The register
The whole book, read on arrival.
Bind the SharePoint folders you already keep contracts in. Each agreement is read, typed and dated: MSA or SOW, inbound or outbound, live or lapsed. Extraction problems are flagged on the row itself, not buried in a log.
- A typed register: MSAs, SOWs, NDAs, order forms, variations.
- Extraction flags per row: incomplete, ungrounded quotes, QA corrected.
- Filter to what needs review, and re-extract a document in one click.
| Agreement | Type | Status | Extraction |
|---|---|---|---|
| Halloway Facilities Group MSA 2024 | MSA | Active | 38 verified |
| Bexley IT Services MSA 2023 | MSA | Active | QA corrected |
| Northgate Recruitment SOW-07 | SOW | Active | 21 verified |
| Camber Insurance NDA | NDA | Not live yet | 12 extracted |
| Ashdown Logistics MSA 2021 | MSA | Expired | Incomplete |
Verbatim citations
Every answer carries the clause that proves it.
An obligation in clmSpace is not an opinion. It records the page, the clause and the verbatim words it was read from. If the platform cannot quote the clause, it does not record the obligation. Click the citation and the PDF opens at the exact span.
“No citation, no write. If the words are not in the document, the fact never enters the register.”
Halloway Facilities Group · MSA 2024
Verified“This Agreement shall renew automatically for successive periods of twelve (12) months unless either party gives not less than ninety (90) days’ written notice of non-renewal before the end of the then-current term.”
p.17 · clause 14.2 · bbox 72,431 → 523,489
| Type | Obligation | Date / trigger | Review |
|---|---|---|---|
| Payment | Net 30 from invoice date | monthly | Verified |
| Renewal | Auto-renews 12 months, 90 days’ notice | 12 Oct 2026 | Verified |
| SLA | 99.5% availability with service credits | quarterly | AI extracted |
| Liability | Cap at 12 months’ fees | ongoing | Verified |
| Data protection | UK GDPR processor terms | survives exit | Overridden |
By type
top five · 129 more across 7 typesThe obligation register
What you owe, and what you are owed.
Payment terms, notice periods, liability caps, SLAs: one register across the whole book, with values and dates normalised for arithmetic. Each row carries its value, its date or trigger, and its review state. AI-extracted rows stay out of your authoritative view until a person verifies them. That is the verification gate, and nothing skips it.
Renewals
The notice window, before it closes.
clmSpace works the calendar backwards from every renewal clause. Nine of Meridian’s agreements renew next quarter, and three renew themselves unless someone acts. The register shows the deadline to give notice and the days left to do it.
- A rolling window, 120 days out by default.
- Auto-renewals flagged; fixed terms shown with their end dates.
- A re-negotiation queue for agreements inside their final 30 days.
Halloway Facilities Group MSA 2024
Renews 10 Jan 2027 · notice by 12 Oct 2026
Bexley IT Services MSA 2023
Renews 15 Dec 2026 · notice by 16 Sep 2026
Northgate Recruitment SOW-07
Fixed term · ends 28 Nov 2026
Kelsey Analytics online terms
Renews 01 Jan 2027 · notice by 02 Dec 2026
+ 5 more by 10 Oct 2026
Counterparties
Know who holds your spend.
Every agreement rolls up to the counterparty behind it. Meridian’s top three hold 40% of contracted value: concentration you can see, not guess at.
- Agreements, obligations and history on one page per counterparty.
- Weighted by money, not by row count. A renewal or termination notice starts from the same page.
By contracted value
£6.8m across 124 agreements18 agreements
11 agreements
9 agreements
- Supplier
- Fieldstone Print & Mail
- Department
- Operations
- Anticipated spend / yr
- £48,000
- Criticality
- Requested · StandardclmAI · Material
Approval is blocked by diligence gates:
- · Data processing agreement not on file
- · Insurance certificate expired Mar 2026
A waived gate is recorded for audit.
Procurement intake
New suppliers arrive through a gate.
Anyone can raise a request: supplier, department, spend, criticality. clmAI Procurement assesses criticality independently, and the stricter view drives the gates. Approval stays blocked until diligence passes.
Drafting and redlines
See exactly what they changed.
Draft from your own templates. When the counterparty returns paper, the redline view diffs any two versions, paragraph by paragraph and word by word. Risk semaphores mark the edits that break your playbook, and the suggested counter is drawn verbatim from your clause library. You review; nothing sends itself.
Camber Insurance NDA
NegotiatingWith Legal“…liability arising under this clause 8 shall be unlimited…”
Ask clmAI
Ask in English. The answer shows its sources.
A chat over your obligation graph, scoped to your tenant. Answers are built from your verified obligations and your playbook, not from general knowledge. Every figure carries a citation chip that opens the source PDF at the clause.
“Which agreements renew next quarter, and where have we not sent notice yet?”
9 agreements renew inside the next two quarters, and 3 auto-renew. The nearest deadline is Bexley IT Services, due by 16 Sep 2026. Halloway Facilities Group follows: 90 days’ written notice, due by 12 Oct 2026.
Saved per user · your tenant’s data only
Trust
Built to pass your security review.
The controls are architecture, not promises. Sign-in, residency, isolation, audit: the short version, in writing.
Sign-in without passwords
WorkOS AuthKit with your Microsoft work account. Sessions are minted server-side; no tokens touch the browser.
Data stays close to home
Source documents stay in your own SharePoint or Google Drive. Structured contract data is held in a tenant-scoped store on Postgres in London, AWS eu-west-2.
Isolation by tenant
Every request is bound to a verified tenant. Access is checked on every read and write, and every check fails closed.
Audit on every change
Each verification and override records who, when, the before and after values, and a reason.
A human signs off
AI suggestions wait in a review queue. Nothing reaches your house view, your connectors or your drafts until a named person verifies it.
A public status page
A probe hits the platform every 60 seconds from outside the cluster, against a 99.9% monthly uptime target. The answer is public.
See it on your own contracts.
Bind a folder and watch the register fill. Thirty minutes is enough to know if it fits.