Use automated email notifications to stay on top of key contract obligations, dates, and provisions. Select from available trigger-based alerts and email reminders to streamline internal tracking and automatically notify cross-functional teams of critical contract information.

How automated email notifications work

It's important that changes are made to the digital Playbook directly, so please always request updates via your Customer Success Manager. This helps ensure your Playbook remains up to date and a strong source of truth for your lawyers and other account users on the platform.

Easy setup

Your account manager sets up your desired email notifications based on available triggers.

Efficient

Notifications are sent directly to designated recipients based on term, time, or event triggers.

Customizable

Choose which email notifications to receive and whether to receive them on a per-document or recurring report basis.

Flexible

Enable notifications for in-house counsel, deal team members, compliance, HR, or general list-serves.

Examples of automated email notifications

Non-solicit restriction alert

Keep your HR team up-to-date with alerts or recurring reports of non-solicit restrictions.

Standstill restriction alert

Ensure compliance with timely alerts of any agreed standstill provisions, with the option to also receive alerts when the restriction expires.

Non-circumvent restriction alert

Receive a summary alert for any non-circumvent obligations, including who is bound and any applicable carveouts.

Sharing restriction: Financing sources

Avoid missteps and have an alert for any NDA that requires you to obtain consent before sharing any confidential information with financing sources.

NDA expiration notice

Receive a report or individual notifications regarding recent or upcoming NDA expirations so you can update any internal restricted lists or compliance data.

Document summary

When a document is executed, receive an email with summarized key legal and business terms.