Solutions/Function/Contract Intelligence
Function

Stop leaving revenue on the table — find every escalation clause you are entitled to invoke

Most companies have escalation clauses in their customer contracts that entitle them to annual price increases — CPI adjustments, fixed percentage bumps, cost pass-throughs. But if nobody is tracking the trigger dates and invoking them, that revenue never materializes. Your margins erode silently while your own costs keep rising. DocumentIQ extracts escalation terms from both your sell-side and buy-side contracts, giving finance and account management a structured view of every increase they should be applying — and every increase coming from suppliers they should be negotiating.

$450K+
Annual revenue recovered (sell-side)
$2.4M
Cost savings (buy-side)
97%
Extraction accuracy

The Challenges

Uncollected sell-side escalations erode revenue

Your customer contracts include annual escalation clauses you negotiated in good faith — but account managers are not applying them. A company with 300 client contracts averaging $150K, where 40% have 2.5% annual escalations, is leaving $450K+ in revenue on the table every year. Over three years, that compounds to $1.4M in unrealized top line.

Account managers avoid the pricing conversation

Without a system surfacing the contractual basis for increases, AMs default to holding rates to avoid uncomfortable client conversations. When they can point to "Section 8.3, annual CPI adjustment," it shifts from a discretionary increase to a contractual obligation.

Buy-side escalations trigger without warning

Supplier escalation clauses — CPI, fixed %, pass-through — are buried in legal language and activate automatically. Most companies discover the increase when the higher invoice arrives, too late to negotiate caps or alternatives.

No portfolio-level visibility on either side

Finance cannot answer "What is our total escalation exposure next quarter?" or "Which client contracts have increases we have not applied?" Individual contract reviews cannot produce portfolio-level intelligence.

How DocumentIQ Solves This

Sell-side revenue recovery

Extract escalation clauses from customer contracts — type, rate, trigger date, notice period. Generate quarterly reports showing which clients owe contractual increases, the dollar amount, and the clause reference.

Buy-side cost protection

Extract supplier escalation terms — CPI indexes, fixed percentages, pass-through rights, caps. Surface upcoming increases 90 days in advance so procurement can negotiate, cap, or renegotiate.

Portfolio-level querying

Chat across both sides: "Which client contracts have CPI escalations we have not applied in 12 months?", "Show supplier contracts with uncapped escalations over $100K", "What is our net escalation exposure in Q3?"

Annotation training for clause patterns

Annotate 20-30 contracts to teach the AI where escalation clauses appear — often in schedules, appendices, or pricing exhibits rather than the main body. Works across varied contract templates.

Ready to automate contract intelligence?