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Contractual obligation tracking

Every commitment.One owner.

Deliverables, service levels, reports, certificates, audits.A date, a status, a name.Overdue obligations stand out in red, contract by contract.

app.pactolane.com · ObligationsOverview
Obligations · All active contractsAll counterparties · filterable by contract and counterparty
1 overdue
Pending6
In progress4
Overdue1
Quarterly SLA report · DatalysIn progress

Owner: Claire B. · due November 30

Decennial insurance certificate · BTP MorelOverdue

Owner: Marc R. · expected October 15

The problem

Signed doesn't mean
performed.

01

Commitments forgotten after signature

The monthly report, the annual audit, the certificate to renew: it's all written in the contract, none of it is in a calendar.

02

Nobody owns them

Legal negotiated, operations deliver, procurement pays. Every obligation falls between two teams.

03

Delays discovered too late

A missing certificate or a missed service level comes to light during a dispute or an audit, when it's too late to act calmly.

The solution

One record per obligation,
one view for all.

Pactolane's obligation tracking lets you record every commitment in a contract (deliverable, service level, report, certificate, audit) with its type, date, status and the person responsible.An overview counts pending, in-progress, completed and overdue obligations, filterable by contract and by counterparty. Available on the Growth and Scale plans.

One record per obligation

Contract, type, due date, description, status and person responsible: everything it takes for the commitment to have an owner.

Obligation · Quarterly SLA reportIn progress
ContractDatalys managed services
TypeReporting
Due dateNovember 30
OwnerClaire B.

An overview

How many obligations are pending, in progress, completed or overdue, for the whole portfolio or for a given contract and counterparty.

Overview · Datalys
Pending2
In progress1
Completed7
Overdue0

PactAI to list commitments

On a long contract, run the obligation analysis: PactAI lists each party's commitments; you then record the ones to track in the manager. Growth and Scale plans.

PactAI · Obligation analysis
Monthly availability reportProvider
Annual security auditProvider
Approval of deliverables within 10 daysClient
Payment 45 days end of monthClient
Before & After Pactolane

From commitments on paper
to commitments tracked.

SituationWithout PactolaneWith Pactolane
Listing commitmentsRereading every contract and copying obligations into a spreadsheetPactAI's obligation analysis lists them, you record the ones to track
Knowing who's in chargeA question asked in a meeting, with no written answerA named owner on every obligation
Spotting delaysDiscovered during a dispute or an auditAn “overdue” badge as soon as the date has passed, and a counter in the overview
Preparing a supplier reviewGathering documents from several teamsThe counterparty's obligations filtered in one click, with their status
Features

From signed contract
to commitment kept.

Obligation manager

A table of all obligations: contract, counterparty, type, status, date. Edit, mark as completed or delete in one step.

Designated owner

Each obligation carries the name of the person who must fulfill it, in legal, procurement or operations.

Simple statuses

Pending, in progress, completed. An obligation whose date has passed gets the “overdue” badge.

Filterable overview

Counters by status, deadlines due within 30 days and overdue dates, with filters by contract and by counterparty.

Obligation analysis by PactAI

On request, PactAI lists each party's commitments in a contract. You stay in control of what is tracked.

Deadlines as a complement

For a critical obligation, also record a milestone-type deadline on the same contract, with reminders at D-30, D-7 or D-1, in the app and by email.

In practice

Simple rules
for commitments kept.

1
A named owner on every obligation.
3
Statuses: pending, in progress, completed. Lateness is calculated from the date.
30d
Overview horizon for upcoming deadlines.
Plan and security

Included in Growth.
Hosted in Europe.

Obligation tracking, from Growth.

  • Growth plan: €499 per month excl. VAT, 14-day free trial
  • Scale plan: from €2,500 per month excl. VAT
  • Deadline tracking, PactAI and contract families included in the same plans
  • Data hosted in France and Belgium, on Google Cloud
  • Personal data removed before any AI processing
Available from
Growth
499€ excl. VAT / mo
14-day free trial, no commitment.
Free trial
AES-256-GCMGDPR by defaultAudit trailFrance and Belgium
FAQ

Common questions.

Q.01What is a contractual obligation?

A contractual obligation is a commitment that a party has made in the contract and must perform: delivering, meeting a service level, submitting a report, providing a certificate, undergoing an audit, paying by a given date. Since the 2016 reform, Article 1103 of the French Civil Code provides that lawfully formed contracts have the force of law for those who made them, and non-performance gives the creditor access to the remedies under Article 1217. Depending on its wording, the obligation is one of means or one of result, which changes what must be proven.

Q.02How do I track contractual obligations in Pactolane?

In Pactolane, you create an obligation from the obligation manager by choosing the contract, the type, the due date, a description, the status and the person responsible. The table gathers all the obligations in the portfolio; you mark them as completed as you go, and those whose date has passed automatically get the “overdue” badge. The overview counts obligations by status and can be filtered by contract or by counterparty.

Q.03Can PactAI identify the obligations in a contract?

PactAI identifies the obligations in a contract when you run the obligation analysis on it: it lists the commitments the contract contains and indicates which party is responsible for each. You review this list, choose the obligations to track and record them with their owner and date. PactAI speeds up the inventory; the decision to track, and the check against the text, remain yours. PactAI is available on the Growth and Scale plans. Learn more about PactAI.

Q.04What's the difference between an obligation and a deadline in Pactolane?

In Pactolane, an obligation is a commitment to be performed, carried by a person responsible and tracked with a status; a deadline is a contract date (renewal, end, notice, milestone) that triggers reminders. The two complement each other: for an obligation whose date is critical, also record a deadline with reminders at D-30, D-7 or D-1. Learn more about deadline and renewal tracking.

Q.05How do I track the obligations of a supplier or subcontractor?

In Pactolane, you track a supplier's obligations by filtering the overview on that counterparty: you see at once its pending, in-progress, completed and overdue obligations, across all its contracts. That's the basis of a supplier review. For a service provider or subcontractor, from €5,000 excl. VAT, the URSSAF vigilance certificate is one of the documents to request when the contract is concluded and then every six months until performance ends (Articles L. 8222-1, R. 8222-1 and D. 8222-5 of the French Labor Code): record each expected renewal as an obligation, with its date and owner. To organize this tracking across your whole supplier base, see the page on Pactolane for procurement teams.

Q.06Which plan includes obligation tracking?

Pactolane's obligation tracking is included in the Growth (€499 per month excl. VAT, 14-day free trial) and Scale (from €2,500 per month excl. VAT) plans. These plans also include deadline tracking with alerts, PactAI and contract families. Full details are on our pricing page.

Get every commitment honored.

14-day free trial on the Growth plan.

Contract risk gives no warning. Your watch does.

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