Contract Wizard Training Demo

Step 1: Show Examples

Upload 10-20 past contracts so your Side-Kick can learn YOUR patterns for identifying performance obligations and revenue recognition.

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SaaS_Contract_Acme_Corp.pdf

3-year subscription + implementation services

2 obligations Multi-year Ratable

✓ Learned

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Enterprise_License_GlobalTech.pdf

Perpetual license + 1-year support

2 obligations Perpetual Upfront + Ratable

✓ Learned

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Professional_Services_Startup_Inc.pdf

Fixed-fee consulting engagement

1 obligation % Complete

✓ Learned

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+ 7 more contracts...

✓ All Learned

🧠 What Your Side-Kick Learned:

Pattern Recognition:

✓ SaaS subscriptions → Ratable over term
✓ Professional services → % completion or milestone
✓ Implementation fees → Distinct or bundled

Your Company Rules:

✓ Setup fees ≥ $5K → Separate obligation
✓ Support always bundled with licenses
✓ Training billed separately if requested

Step 2: Review & Correct

Now your Side-Kick will try analyzing a NEW contract. Review its work and make corrections. It learns from every fix.

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NEW: Enterprise_Deal_MegaCorp.pdf

$500K annual subscription + $75K implementation + $25K training

Contract signed: Jan 15, 2026 | Term: 2 years

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Side-Kick's Analysis:

PERFORMANCE OBLIGATION #1

SaaS Subscription

⚠️ NEEDS CORRECTION

Transaction Price:

$1,100,000

Recognition:

Ratable over 24 months

❌ Your Correction:

Should be $1,000,000 (subscription only). Implementation and training are separate obligations per your company policy.

PERFORMANCE OBLIGATION #2

Implementation Services

✓ YOU ADDED

Transaction Price:

$75,000

Recognition:

% Complete (estimated 3 months)

PERFORMANCE OBLIGATION #3

Training Services

✓ YOU ADDED

Transaction Price:

$25,000

Recognition:

Point in time (when delivered)

💡

Side-Kick Updated Its Model:

✓ Learned: Implementation fees ≥$5K are always separate obligations
✓ Learned: Training is distinct when separately priced
✓ Pattern reinforced: SaaS subscription = ratable recognition
✓ Confidence increased: 85% → 92% for multi-element contracts

Step 3: Automate & Scale

After 2-3 weeks of training, your Side-Kick now handles 90%+ of contracts automatically. You only review exceptions.

Today's Processing Queue

23 contracts processed automatically

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Standard_SaaS_Contract_ClientA.pdf

2-year subscription • $120K ARR

✓ Auto-processed

95% confidence

COMPLETE

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Enterprise_License_ClientB.pdf

Perpetual + Support • $450K

✓ Auto-processed

97% confidence

COMPLETE

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Complex_Deal_ClientC.pdf

Multi-year with usage tiers • $2.5M

⚠️ Needs Review

68% confidence

REVIEW

Uncertain about: Usage-based revenue allocation across tiers

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+ 20 more contracts auto-processed

✓ All Complete

Performance This Month

94%

Auto-Processed

342 of 364 contracts

97%

Accuracy Rate

When reviewed

68 hrs

Time Saved

vs. manual processing

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Continuous Improvement

Your Side-Kick keeps learning from every correction you make:

Month 1 (Training):

60% accuracy • Heavy review needed

Month 2:

85% accuracy • Moderate review

Month 3 (Now):

97% accuracy • Light review

Month 6 (Projected):

99%+ accuracy • Exceptions only

Back to Home

Step 1: Show Examples

🧠 What Your Side-Kick Learned:

Step 2: Review & Correct

Side-Kick's Analysis:

Side-Kick Updated Its Model:

Step 3: Automate & Scale

Today's Processing Queue

Performance This Month

Continuous Improvement

Ready to Train Your Own Side-Kick?