Receive notice when an agreement or contract will expire soon in order to take necessary action.

Whenever an agreement or contract is executed and signed, part of the closing process should be to set a recurring reminder for when the contract will expire. Whenever a contract is signed and filed, the expiration date is noted. Using this date an automatic case will be generated as a reminder to the person responsible to take action and renew contract or take other necessary action.

USER EXPERIENCE :

• Contract is signed and expiration date is noted
• CAST is configured to create a case a number of days prior to expiration date
• Case is assigned to person responsible for taking action prior to expiration
• Contract is renewed or other necessary action is taken
• Documents are stored in Entities and associated with the employee responsible for the document