Dashboard

Active contracts0
Follow-ups this week0
Outstanding receivables€0

Upcoming alerts

SubjectClientDateStatus
No alerts yet. Upload real documents to enable analysis.

No contracts imported yet

Contract no.ClientTypeAnnexStartExpiryAmountOwnerStatusAction
No real contracts have been uploaded yet.
!
No expiries detected

Alerts will appear when you import real contracts.

No invoices imported yet

ClientInvoiceAddressAmountExpiryStatusAction
No real invoices have been uploaded yet.

Document upload

Drag several documents or a folder

They will remain in the inbox pending analysis. AI suggests the destination and you approve before creating contracts, invoices, or installing skills.

Analysis queue

Documents in inbox

0 pending · 0 to approve
Sel.DocumentDetected typeStatusClient / destinationActions
There are no documents in the inbox yet.

Select one or more service annexes to combine with the master agreement.

Contract details

When generating, a window will open to complete the data that the skill must insert in the master agreement and its annexes.

Installed skills

No skills installed Upload a real skill to enable document-generation workflows.

Sign in to save skills in your workspace.

Active cases0
Overdue invoices0
Total overdue0
Next daily review-
Active cases

New debt → email → follow-up → escalation

Demo mode is active by default: it prepares emails without sending them.

There are no real collection cases yet.

Review automated emails before they are sent.

ClientSubjectModeStatusAction
There are no pending approvals.

These emails are sent automatically according to how many days the invoice is overdue.

No templates configuredCreate or import real templates before automating collections.

Use 1–7 for Monday–Sunday. For now, the Run collections button triggers the workflow manually; these values are ready for scheduling.

Operational configuration

Delivery, approvals, and escalation

Demo prepares the queue without sending. Live is locked: every real email requires owner/admin approval before being sent through Resend.

Not configured

The API key is stored in Vault and is shown only masked.

AI engine

Configuration for analyzing contracts, invoices, and uploaded documents.

Supabase connection

No active Supabase session.

No key configured yet.