DWG PN-104 / OBLIGATIONS AND DIGESTS SOLUTION · REPORTING

Never miss an obligation or a renewal again.

Pantheon extracts key dates and obligations from your contracts, logs them where your team already works, assigns owners, and sends a weekly digest so nothing slips.

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SHEET 02 / THE PROBLEM

The risk you cannot see is the date you missed.

Obligations and renewal dates are buried in signed contracts nobody re-reads.

SURVEY / AS FOUND

Today, without Pantheon

  • Key dates buried in signed PDFs
  • Renewals missed or auto-renewed by accident
  • Obligations tracked in a fragile spreadsheet
  • No owner and no reminder
PROPOSED / AS DESIGNED

With Pantheon digests

  • Dates and obligations extracted automatically
  • Logged to Jira or your register
  • An owner assigned to each one
  • A weekly digest to every owner
SHEET 03 / METHOD OF WORKS

What runs across your contract set.

Four steps, always on. This workflow needs no human gate: it runs end to end, and every step is recorded.

PANTHEON · OBLIGATIONS AND DIGESTS DWG NO. PN-104 SCALE: NONE REV 03
01 New or updated contract

A contract is signed or updated in your SharePoint repository.

trigger: sharepoint.watch
02 Extract dates and obligations

Pantheon extracts the key dates and obligations from the signed document.

scope: renewals · notice periods
03 Logged to Jira with an owner

Each one is logged and assigned an owner. Nothing sits in a spreadsheet.

jira: one ticket per obligation
04 Weekly digest to each owner

A weekly digest goes out from a central mailbox, one per owner.

digest=weekly · per owner

NOTE: NO HOLD POINT ON THIS SHEET. GATES ARE AVAILABLE ANYWHERE IN A RUN; THIS WORKFLOW DOES NOT NEED ONE.

APPROVED
GENERAL COUNSEL
ProjectPANTHEON · OBLIGATIONS AND DIGESTS
Drawn byLAWYER
Checked byCOMPLIANCE
Approved byGENERAL COUNSEL
Date2026-07-11
Rev03
Sheet03 OF 08
SHEET 04 / DIGEST CADENCE

One central mailbox. Every owner, every week.

Each owner receives their own digest from a central mailbox, so people see only what they are responsible for. An updated contract re-triggers extraction, so the dates stay in step with the latest version.

Digest cadence running · digest=weekly
TRIGGER: SCHEDULE · CENTRAL MAILBOX DWG NO. PN-104 · REV 03
SHEET 05 / THE OUTCOME

Reporting that measures itself.

of obligations given an owner

digests, sent automatically

renewals missed on your watch

central mailbox, not a spreadsheet

WORKS WHERE YOUR TEAM ALREADY WORKS
Outlook Microsoft Teams Slack SharePoint Word Jira DocuSign Ironclad CourtListener
SHEET 07 / RFI REGISTER

What your team will want to know.

RFI-01Where do obligations get logged?
Into Jira or the register you already use, so the work lives where your team works, not in a new silo.
RFI-02What kinds of dates can it catch?
Renewals, notice periods, milestones and deliverables: the dates you configure, extracted from the signed document.
RFI-03Who gets the digest?
Each owner receives their own digest from a central mailbox, so people see only what they are responsible for.
RFI-04What if a contract changes?
An updated contract re-triggers extraction, so the obligations and dates stay in step with the latest version.
SHEET 08 / ISSUE FOR APPROVAL

Give every obligation an owner.

Join a small cohort of legal teams shaping Pantheon before general availability.

DATES EXTRACTED · OWNERS ASSIGNED · DIGESTS SENT WEEKLY

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