USE CASE - FINANCIAL SERVICES
The desk that answers its own question
A structurer checks what an agreement permits and routes the trade. A COO knows which prime broker gave the weakest terms without asking anyone. Live at a major bank.
FINANCIAL SERVICES
Fee schedules, licenses, and ISDA terms, resolved in seconds
Amendment-heavy master agreements, fee schedules that drift out of date, and counterparty payment per work that cannot always be taken at face value: Consolidocs reads the whole chain and gives the desk its own current, evidenced position.
Can your desks trust what your contracts say?
Three yes or no questions. About 30 seconds.
Question one of three
When a desk asks what a vendor or licensing agreement allows today, does the answer depend on one or two people?
Question two of three
Could a fee cap or other key term in your contracts have lapsed without anyone noticing?
Question three of three
If a regulator or auditor asked for the contractual basis of a cost, would it take your team more than a day to evidence it?
Your results
If you answered yes to any of these questions, book a call with Consolidocs today.
Book a callTHE PREVENTION
Open with CD Truth, scale into CD Ask
CD Truth resolves precedents across the master, it schedules, and every amendment. CD Ask gives the desk a fast answer, in seconds, with the source clause attached. As the license or vendor management team expands the relationship, CD Performance reconciles what is invoiced against what the contract says across the whole book, and CD Compliance evidences the regulatory position rather than leaving it believed.
The consolidated database. What you actually have, and whether it holds together.
Fast answers from the database for people who need them daily.
PROOF
Nine years, unnoticed, surfacedd week one
CASE STUDY: GLOBAL BANK
In week one of CD Truth, a fee cap that had lapsed in 2016 was surfaced. For nine years, there had been no contractual ceiling on what the bank could be charged for the product line, and nobody knew.
COMMON QUESTIONS
Answers directly
What is post-signature contract management?
It is knowing what a contract says today, after years of amendments, schedules and side letters. Consolidocs builds deterministic, audit-grade extraction on complex contracts, not workflow and e-signature for generic paperwork.
Do we need a CLM to find missing contract documents?
No. Consolidocs surfaces missing documents, missing signatures and inconsistent amendments without requiring a CLM implementation first. It works on the signed documents you already hold.