top of page
Agreement Portal.jpg

CONTRACT INTELLIGENCE for service companies

Managing multi-year service agreements?

Now you don't need to guess

Pricing, renewals, and obligations - extracted, structured, and visible from day one. No more hunting through PDFs.

No setup required.
Connects to HubSpot from day one.

Every contract in one place

The agreements your business actually runs on — centralized, searchable, and current.

Hidden liabilities surfaced

Non-standard caps and risky deviations flagged the moment a contract is uploaded.

Upload your contracts.
See what’s actually in them.

Key terms are extracted and organized automatically so teams can act on what was agreed without opening a single document.

WHAT'S INSIDE YOUR CONTRACTS, MADE VISIBLE

Key terms extracted automatically

Pricing, renewals, and obligations pulled out of the prose and structured for action.

Searchable from day one

Find any clause, price, or obligation across your entire contract base in seconds.

On paper, everything looks structured.
In execution, it leaks.

WHAT HAPPENS AFTER CONTRACTS ARE SIGNED

Pricing terms, renewals, and liabilities sit buried across agreements, so renewals slip, price adjustments go un-billed, and risk stays invisible until something goes wrong.

71%

of companies don’t track deviations from agreed terms

~9%

of contract value is lost in execution

90%

of teams struggle to find contracts or clauses

On a $10M contract base, ~9% leakage is ~$900K/year walking out the door. Source: EY, World CC

SECURITY & TRUST

Your contracts are your most sensitive data. We treat them that way.

Enterprise-grade protection without enterprise complexity — and your agreements are never used to train models.

Encrypted end to end

Industry-standard encryption in transit and at rest, on infrastructure built for sensitive data.

Role-based access

Granular permissions so only the right people can view or manage each contract.

Full audit trail

Every view and change is logged so agreements stay traceable and accountable.

Never trains on data

Your contracts are never used to train models. Your data remains your competitive advantage.

GDPR Ready

Data never used for training

FULL VISIBILITY INTO YOUR OBLIGATIONS

Three things you stop losing.

01

Revenue capture

Secure value you’ve already negotiated

Identify every price adjustment and indexation across contracts so billing reflects it. No missed updates, no silent margin loss.

~9% of contract value typically recovered from un-billed escalations

02

Risk visibility

Understand your real exposure

Surface non-standard liability terms and deviations across every agreement so you know where you’re exposed before it becomes a problem.

100% of liability clauses flagged and searchable in one place

03

Source of truth

A system your business runs on

Structuring every service, price, and obligation aligned with HubSpot so every team operates on the same data.

1 version of the truth, synced across your stack

INTEGRATIONS

Two-way sync with HubSpot, from day one.

Contract data and CRM data stay aligned automatically with no manual re-keying or drift. Every team operates on the same reliable source of truth.

Link HubSpot customers to their contracts and services

Push structured terms — pricing, renewals — back into HubSpot

Every team operates on the same source of truth

HubSpot

customers + deals

Agreement Portal

structured terms

Note FROM THE FOUNDER

"Why is something so central to the business so hard to work with?"

Agreement Portal started from a simple frustration. Contract data was scattered across CRM systems, spreadsheets, and ERP tools - and none of it felt reliable. Getting a clear picture meant digging through multiple places and piecing things together.So we built a better way - turning contracts into structured, reliable data that businesses can actually operate on.

David Chen

Co-founder & CEO

prev. Enterprise SaaS Co.

PRICING

Choose the plan that fits your team.

Free

For small teams getting started.

$0

  • Up to 5 contracts
  • Basic intelligence
  • HubSpot integration
  • Standard support

Starter

Professional contract visibility.

$29/mo

  • Up to 50 contracts
  • Advanced extraction
  • Obligation tracking
  • Priority support
  • Risk visibility

Growth

Scale across your organization.

$79/mo

  • Unlimited contracts
  • Custom structured data
  • Full audit log
  • SLA guarantees
  • API access

Frequently asked questions

STOP SEARCHING. START KNOWING.

Get full visibility — book a 20-min walkthrough.

Fill out the form and our team will reach out to schedule a personalized walkthrough of Agreement Portal.

No complex setup required

Works with your existing contracts

Connects with HubSpot from day one

Encrypted & never used to train models

bottom of page