Portfolio Health and Analytics

Each client reads as protected, partial, exposed, or critical on contract coverage, so you can tell where attention is needed without opening a single file. When you are ready to move, you get a ranked list of the actions that will raise your portfolio's health the fastest, and any single contract carries one risk assessment that rolls up its clause and portfolio signals, so you know where it stands without reading it line by line. The same optimizer does more than rank the work. It also recommends how to weight your health scoring, so the score reflects what matters most to your portfolio rather than sitting on a fixed formula.

Posture is checked from the client up. Every required contract type is verified for that client, then rolled up into the single protected, partial, exposed, or critical posture you act on.

A dedicated snapshot service computes the portfolio health figures behind the dashboard, so the numbers are ready the moment you open it rather than assembled on demand. The health score is recorded over time, so you can watch portfolio quality move as contracts change.

A scheduled run evaluates the whole portfolio and returns both the highest-impact actions and the scoring weights behind them, so the ranked list you see is backed by the same evaluation that set the weights.

Contract risk scores are built from computed contract features rather than manual review, so the same rules apply across every contract you hold. This is the portfolio and contract-level roll-up, distinct from the clause-by-clause scoring that runs while a contract is being drafted.