Portfolio visibility built on real contract data.
Track renewals, obligations, and risk patterns across your contract records—then drill into the exact clause, version, and decision history behind any insight.
Insights never ends at a dashboard—every view opens the contract record.
Foundation
Insight you can act on—not just charts.
Most contract reporting collapses into spreadsheets because documents aren't structured. Harmonity changes that by keeping a consistent contract record—so portfolio views stay reliable.
- See what matters early (dates, obligations, risk)
- Verify instantly with clause references and history
- Align teams without duplicating trackers
Renewals
Stay ahead of renewal and notice windows.
Renewal pressure kills leverage. Renewals view keeps timelines visible early—so teams act on time, not under stress.
- Renewal dates, notice periods, and owners in one view
- Prioritize what needs attention next
- Jump from a date to the exact clause behind it
Obligations
Make obligations operational across teams.
Missed obligations create risk quietly. Obligations view turns contract requirements into ownership and timelines—without manual spreadsheets.
- Obligations grouped by owner/team
- Due dates and recurring commitments in one place
- Evidence-linked language for fast verification
Risk
Spot risk patterns—before they spread.
Risk isn't one clause; it's inconsistency across the portfolio. Risk view helps teams see repeated deviations and prioritize attention.
- Non-standard positions clustered by type
- Trends across teams, counterparties, and contract types
- Drill down to the exact wording and history
Alerts
Get notified before deadlines arrive.
Alerts keep teams proactive. Instead of checking dashboards, the right people get the right signal at the right time.
- Renewal window approaching
- Notice deadline upcoming
- Obligation due date at risk
- Approvals drifting into Overdue
Drill-down
Every insight opens the record—instantly.
Portfolio views are only useful when teams can verify quickly. Insights connects every metric to the underlying contract record.
- Key terms panel (dates, parties, amounts)
- Clause context for the selected insight
- Status + approvals history (Draft · In review · Approved · Overdue)
- Linked tasks, reminders, and collaboration context
Activity
Understand what's happening across the workspace.
Insights isn't only "what's in the contracts." It's how work is moving—so you can remove bottlenecks and improve consistency over time.
Adoption
See how standards and AI are being used.
Adoption is only useful when it's actionable. Track how contracts are created and reviewed—so you can improve speed without losing rigor.
Connected to Insights
FAQ
Frequently asked questions
No. It's portfolio visibility powered by the same contract record in Contract Hub.
Yes. Visibility follows role-based access and workspace boundaries.
Yes. Alerts and drill-down follow the same access rules as the underlying contracts.