OCR-powered Renewal-tracked Deployment linkable

LCM

License and Contracts Manager. NEO uses OCR to extract entitlements from every contract, then centralizes renewals, links licenses to deployments, and analyzes cost. Fragmented PDFs become structured records you can act on.

PDF
Master Agreement
tableau_msa_2024.pdf
01
PDF
Order Form
order_TBL-77821.pdf
02
EML
Renewal Quote
renewal_q3_2026.eml
03
XLS
Schedule A
deployment_map.xlsx
04
Entitlement Record Active

Tableau Software

Tableau Desktop

01 Metric
Named user
01 Product
Tableau Desktop
02 Quantity
850 users
02 Term start
15 Mar 2024
03 Term end
14 Mar 2027
03 Annual cost
$714K
04 Active users
824
04 Cost centers
3 BUs
Renews in 87 days

The pipeline

Three stages. One record per contract.

Every agreement passes through the same AI process. Unstructured PDFs and POs go in. Clean, deployment linkable, renewal-aware records come out.

Pipeline live · 3 stages
01 Ingest
"tableau_msa_2024.pdf"
"order_TBL-77821.pdf"
"renewal_q3_2026.eml"
"addendum_signed_scan.pdf"
PDF Scanned Email Spreadsheet

Upload contracts, POs, renewal quotes, and schedules. PDFs, scanned signatures, photos, or emails. Whatever shape the paperwork arrived in.

02 Extract
VendorTableau
MetricNamed user
Quantity850
TermMar 24 – Mar 27

NEO runs OCR on every page, then AI extraction maps the clauses to structured fields. Vendor, product, metric, quantity, term, and cost populate automatically.

03 Manage
Linked824 users
Annual$714K
Renewal87 days
Compliant Renewal soon

The record links to live deployments, surfaces a renewal countdown, and feeds budget and forecast views. Ready to act on.

What you get

Extract. Forecast. Customize. Link.

Four capabilities that turn a folder of PDFs into a managed contract estate.

New

OCR contract extraction

NEO reads every clause in every contract. PDFs, scanned signatures, and screenshots all parse into structured entitlement fields. No manual data entry.

Renewal forecasting

See the renewal cliff months before it lands. Custom reminders fire on your schedule, total value at risk rolls up by month, and urgency buckets keep priority work in front.

Custom fields

Extend the contract and license schema with your own metadata, attributes, and taxonomies. Custom columns flow through to tables, filters, exports, and reports automatically.

Entitlement ↔ deployment

Every contract row links to live deployment data, so compliance posture is one click away, not a six-week reconciliation project.

NEO Insights

Risk scoring. Benchmarks. Playbooks.

NEO doesn’t just extract data. It scores every clause against market benchmarks, flags financial exposure, and writes the negotiation playbook for your next renewal. Days of manual legal review compressed into minutes.

Contract Risk Report tableau_msa_2024.pdf
Overall risk Medium
2 High 3 Medium 7 Low
Liability cap Below market High
Audit rights Aggressive High
Auto-renewal Vendor-favorable Medium
Termination rights Restrictive Medium
GDPR & DPA Standard Low
Service levels Above market Low
Negotiation Playbook · 3 priority moves

Push liability cap to 2x annual fees

Cap audit rights to once per 12 months

Add mutual termination for material breach

01

Risk scoring

Every clause scored High, Medium, or Low against market standards. The vendor’s position, the benchmark, and the recommended improvement, side by side.

02

Market benchmarks

Commercial terms compared to typical positions across the industry, so you know exactly where you’re below or above market.

03

Negotiation playbook

Prioritized actions for legal and procurement, turned into clear moves you can take into the next renewal call.

04

Financial exposure

Audit back-fees, revenue commitments, and other money-on-the-line clauses surfaced, with recommended mitigations.

05

Compliance review

GDPR, DPA, export controls, and anti-bribery gaps flagged before they become incidents.

See it in action

Click through LCM in your browser.

A short interactive walkthrough of the actual product. No signup, no install.

Watch demo

Manage contracts before they manage you.

A walkthrough of how to centralize contracts and link them to deployments inside LCM.

Get in touch
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