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This walkthrough takes you from first login to a complete contract portfolio view. Follow these 6 steps and you will have explored all the core areas of Contract IQ end-to-end.

Three workflows you will use most often:

Contract IQ is accessed via your web browser. No installation is required. The application supports both authenticated (Supabase) and demo modes.

The application uses a fixed sidebar (left, 280px) + topbar (top, 85px) layout. The sidebar holds 5 navigation pages (Dashboard, Contracts, Obligations, Compliance, Analytics) plus the AI Assistant. The topbar holds the global search bar, notification bell, help button (links to User Guides), and user profile avatar.

Click the moon/sun icon button at the bottom of the sidebar to switch between Dark Mode and Light Mode. Your preference is persisted in localStorage and applied on next visit. All charts, cards, badges, and panels update their colour palettes automatically.

App Switcher: Click the IQ logo in the sidebar header to open a dropdown listing all IQ platform apps: Admin IQ, Contract IQ (current), Deal IQ, Perform IQ, Renewal IQ, and Request IQ. Click any tile to navigate to that application.

Global Search: The topbar search bar searches across contract names, supplier names, contract references, and obligation descriptions. Results appear in a dropdown with type badges (Contract or Obligation). Click any result to navigate to the matching page.

The Dashboard is the default landing page, providing a real-time overview of your contract portfolio.

Four stat cards provide instant portfolio metrics:

Two Chart.js visualisations sit below the stat cards in a 2-column grid:

Contracts by Status — A doughnut chart breaking down contracts by status (Active, Expiring, Expired, Draft, Terminated, Under Review). The legend is positioned on the right. Each segment uses a gradient fill from the blue-to-purple palette.

Expiry Timeline — A bar chart showing the count of contracts expiring in each of the next 6 months. Helps identify months with high renewal workload.

A table at the bottom lists the most recent contract events with columns for Date, Contract (reference), Supplier, Event (description of what happened), and Status (colour-coded badge). Events include contract expiry warnings, auto-renewal notice periods, draft creations, amendment approvals, obligation completions, and status changes.

The Contracts page is your master register of all contracts. It features a multi-criteria filter bar at the top and a clickable data table below.

Four filter controls allow you to narrow the contract list:

Columns: Ref, Contract Name, Supplier, Type, Department, Value (GBP), End Date, and Status (colour-coded badge). Click any row to open the slide-out Contract Detail Panel.

Clicking any row in the Contracts table opens a 620px-wide slide-out panel on the right. The panel provides a comprehensive view of a single contract, organised into four sections.

A 2-column grid at the top displays 12 key fields:

Obligations: Lists all obligations linked to this contract with columns for Obligation, Type (Reporting, Audit, SLA, Deliverable, Payment, Compliance), Due Date, and Status (badge). Types include Reporting, Audit, SLA, Deliverable, Payment, and Compliance.

Milestones: Lists key contract milestones with columns for Milestone, Type (Start, Review, Renewal, Deliverable, Termination), Date, and Status (Completed, Upcoming).

Lists all contract amendments with columns for Amendment (title), Type (Scope Change, Value Change, Term Extension, SLA Modification, Term Change, Compliance), Old Value, New Value, and Status (Approved, Pending). This provides a clear audit trail of every change made to the contract.

The Obligations page provides a centralised view of all contract obligations across your portfolio. It tracks what needs to be done, by whom, and by when.

Three stat cards at the top (displayed in a 3-column grid) provide instant obligation metrics:

A row of filter tab buttons allows you to quickly switch between obligation views:

The active tab is highlighted with a gradient border. Clicking a tab instantly filters the table below to show only obligations matching that status.

The obligations table displays all filtered obligations with 7 columns:

The Compliance page combines auto-renewal alerts, notice period warnings, and a per-contract compliance overview into a single view. It helps you proactively manage contract risk.

Four stat cards provide compliance metrics:

A panel listing all contracts that have auto-renewal enabled and are expiring within the next 12 months. Each alert card shows the contract name, supplier, expiry date, days remaining, and notice period. Urgency is indicated by a coloured left border:

Lists contracts where the notice period deadline is approaching (within 90 days of the deadline) or has already passed. The notice deadline is calculated as: End Date minus Notice Period (in days). Three urgency levels:

A table listing all non-terminated, non-expired, non-draft contracts with their compliance posture:

The Analytics page provides four interactive Chart.js visualisations that help you understand spending patterns, contract composition, supplier concentration, and future expiry forecasts. Charts are displayed in a 2×2 grid layout.

A horizontal bar chart showing the total contract value (in £M) per department, sorted from highest to lowest. This reveals which departments hold the greatest financial exposure and helps prioritise procurement oversight.

A doughnut chart breaking down contracts by type: Software License, Cloud Services, Professional Services, Security, Information Services, and Marketing Services. The legend is positioned on the right with point-style indicators. Hover any segment for a tooltip showing the exact count.

All charts support the following interactions:

Click AI Assistant in the sidebar (or press Ctrl+Shift+I) to open a 420px-wide slide-out panel on the right. The AI Assistant is powered by Claude (claude-sonnet-4-5-20250929) and streams responses in real time.

Chat History: The last 50 messages are persisted in localStorage (key: iq_ai_chat_contract) and restored when you reopen the panel. Click the trash icon in the header to clear the conversation.

Data Context: The AI receives your full CONTRACTS array and a subset of OBLIGATIONS as system context, enabling it to answer questions like "Which contracts are expiring next month?" or "What obligations are overdue for the Microsoft 365 contract?"

Click the user avatar in the topbar to open the Profile Popover. Edit your name, position, and organisation. If you belong to multiple organisations, a dropdown lets you switch context — all data is scoped to the selected organisation.

Invite Code: Share this code with colleagues so they can join your organisation. Copy it using the clipboard button next to the code display.

Sign Out: The gradient sign-out button at the bottom of the popover ends your session and redirects to the Renewal IQ platform login page.

Notification Bell: The bell icon displays a gradient badge with the count of active notifications. Click it for a dropdown showing contract expiry warnings, overdue obligations, contract status changes, and draft approvals. Each notification has a title and description.

Help Button: The ? icon opens a dropdown linking to the User Guides page (opens in a new tab via site-user-guides.html).

When authenticated, all data syncs from Supabase (PostgreSQL) including contracts, obligations, milestones, and amendments — scoped by organisation via Row-Level Security (RLS). Four tables are loaded: contracts, contract_obligations, contract_milestones, and contract_amendments. In Demo Mode, sample data is loaded into the browser session only.

The App Switcher (click the IQ logo in the sidebar header) provides direct links to all IQ platform applications:

Quick answers to the most common questions: