Locket checks drafts against your playbook, sends them for signature, files the signed copy and emails reminders before every renewal deadline.
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HubSpot deal → Locket
Brightline Health · MSA + Order Form · $186,000 · Mon Oct 5
Platform · $54,000/yr × 3 = $162,000Onboarding · $24,000
Brightline_MSA_v3.docx
Except for a party's indemnification obligations, neither party is liable for indirect, incidental, special or consequential damages. Each party's total liability is unlimited capped at 12 months' fees.
12 tracked changes · 9 accepted · 3 rejected · original kept
v4 approved
Marcus Lee, CFO · over $100,000
from Slack · Tue Oct 13, 4:02 pm
Docusign · MSA + Order Form
signer reassigned to Tom Brooks, VP Finance · no void
signed Thu Oct 15, 11:48 am
Signed PDF + certificate filed to Drive / Customers / Brightline Health
HubSpot deal: Executed
Northwind Hosting · supplier
$96,000/yr · auto-renews Wed Jan 13, 2027
60-day notice · deadline Fri Nov 13
30-day reminder · Wed Oct 14, 9:00 am · to Sam Ortiz · bounced: left Fieldstone
Resent to Priya Raman · 9:04 am · on her Google Calendar
Decision: renegotiate · Thu Oct 15 · renewal brief ready
Brightline
signed by
Friday!
Brightline Health · Mon Oct 5 – Thu Oct 15
Brightline's paper came in Mon Oct 5 and went out signed Thu Oct 15. Every version stayed, each with its own file and digest.
Their paper
v1 · Brightline_MSA.docx
sha256 3a71…c08e
Our redlines
v2 · 3 cited redlines
sha256 b46d…e2f9
Their markup
v3 · 12 tracked changes
sha256 9f2c…41aboriginal kept
Agreed
v4 · 9 accepted · 3 rejected
sha256 5e18…7c3dapproved by Marcus Lee, CFO
Signed
Signed PDF + certificate
sha256 d0a4…96b1filed to Drive
Signed
by Friday
Request · Mon Oct 5
Jenna started the contract from her HubSpot deal. Locket filled the order form from its line items and read Brightline's MSA before Priya opened it.
Brightline_MSA.docx · 24 pages · v1 (their paper)
HubSpot deal
Brightline Health · MSA + Order Form
$186,000
Close date · Fri Oct 16
Owner · Jenna Hart
Line items
LKT-2291 · Customer MSA + Order Form
Created Mon Oct 5, 10:12 am
Order Form v1 · from template Order Form v5 · pricing table 2 lines · total $186,000 · parent: Brightline MSA
Read from their paper
6 of 6 confirmed by Jenna Hart · 10:14 am
Assigned to Priya Raman · first turn due Wed Oct 7 (2 business days) · sent Tue Oct 6
Review · Tue Oct 6, 9:05 – 11:40 am
Locket checked Brightline's paper against Fieldstone's own playbook. Each breach came with the passage, the rule and wording ready to send.
Brightline MSA v1 (their paper)
§9.2 Liability · rule L-3 · breached
“Each party's total liability is unlimited→capped at 12 months' fees”
External comment: We cap liability at 12 months' fees for every customer.
Accepted by Priya
§6.1 Payment · rule P-2 · breached
Net 90→Net 30
Net 45 allowed
Accepted by Priya
§14.1 Governing law · rule G-1 · breached
Tennessee→North Carolina
Delaware allowed
Accepted by Priya
v2 · Brightline_MSA_v2.docx · 3 tracked changes by Priya Raman · 2 internal notes stripped · emailed to Alicia Moreno 11:40 am
Every finding cites playbook v7 · review record kept
Negotiate · Thu Oct 8 – Tue Oct 13
Brightline's 12 tracked changes opened in Word beside the playbook. Priya kept nine, rejected three, and Locket saved v4 next to their file.
Customer shall pay each invoice within Net 30 Net 45.
During the term, Fieldstone shall not provide the Platform to any other health system in Tennessee.
Each party's total liability is capped at 12 months' fees unlimited.
Locket
12 tracked changes · 4 comments
Playbook on v4: 30 of 30 met (2 by fallback)
Saved as v4 · Fri Oct 9, 11:25 am · emailed 11:32 am
Save as v4v3 · their original · sha256 9f2c…41ab · unchanged
Alicia Moreno · Tue Oct 13, 10:30 am CT · 'v4 works for us.'
Approve, sign, file · Tue Oct 13 – Thu Oct 15
Marcus approved v4 from Slack. When Brightline's CFO handed signing to her VP Finance, the envelope kept going, and the signed copy filed itself.
Locket
Approval needed
Brightline Health · MSA v4 + Order Form v1 · $186,000
rule: customer agreements over $100,000 → CFO
Approved by Marcus Lee, CFO · from Slack · Tue Oct 13, 4:02 pm · pinned to v4
Docusign · MSA + Order Form
2 documents pinned by digest · sent Tue Oct 13, 4:10 pm · envelope ID unchanged
MSA fields placed by Priya on p.22 · order form fields from the template's signature blocks
11:49 am · Signed PDF + certificate filed to Drive / Customers / Brightline Health · reconciled: envelope, signers, 26 pages · HubSpot deal: Executed
3 obligations confirmed by Priya · 1 duplicate rejected
Onboarding complete by Fri Dec 18
Order Form §3
Dev Patel
Brightline pays Net 45
§6.1
Jenna Hart
SOC 2 Type II report every Feb 1 · first Mon Feb 1, 2027
§8.4
Kevin Walsh
Renewal term · tracked
Auto-renews Thu Nov 1, 2029 · 90 days' notice · deadline Thu Aug 2, 2029
§10.2
Priya Raman
Renewal · Wed Oct 14, 9:00 – 9:04 am
Sam Ortiz had left Fieldstone, so Northwind's 30-day reminder bounced. Locket sent it to Priya four minutes later and put the deadline on her calendar.
Northwind Hostingsupplier MSA$96,000/yr
Northwind Hosting · notice deadline
Fri Nov 13 · 11:59 pm
Added to Priya's Google Calendar 9:04 am
Glad this
one found
me!
Reminder ladder · Northwind
30 days · Wed Oct 14, 9:00 am · to sam.ortiz@fieldstone.example
bounced: 550 mailbox unavailable · message ID kept
Ask · Wed Oct 14, 9:10 – 9:20 am
Priya asked what else was waiting on Sam. Locket answered with the clauses and flagged the one notice period nobody had confirmed.
Which supplier agreements auto-renew next quarter with 60+ days' notice?
4 agreements · clauses cited · $202,800/yr
Reassign Sam Ortiz → Kevin Walsh
26 agreements · 41 reminders and obligations · 9:20 am
26 changed, 0 skipped revertible
Northwind decision stays with Priya
Brief · Thu Oct 15
Before Priya decided, the agent checked Northwind's invoices and uptime against the contract. It drafted both claims; Priya sent them.
Renewal brief · Northwind Hosting
prepared Wed Oct 14
Decision: renegotiate · Priya Raman · Thu Oct 15, 10:05 am
Agent finding
Billed above the contract
Jan 13 – Jun 13 · 6 bills at $8,000 = $48,000
Jul 13 – Oct 13 · 4 bills at $8,640 (+8%) = $34,560
§5.2: no mid-term increase
Overcharge 4 × $640 = $2,560
NW-2607NW-2608NW-2609NW-2610
Found before
we decided!
Agent finding
Service credit owed
September availability 99.62% · 164 min down · from Uptime monitoring
vs 99.9% · §8.3 credit 10% of monthly fees
$800
claim window closes Fri Oct 30
Drafted credit request · $3,360.00 · approved by Priya Raman and Marcus Lee · Thu Oct 15, 2:30 pm · sent 2:31 pm
Northwind credit memo CM-1142 · $3,360.00 · Tue Oct 20 · in QuickBooks
Renegotiate · Fri Oct 16 – Fri Oct 30
The agent negotiated inside Priya's mandate; she approved each round, and Northwind signed in Inkwell on Fri Oct 30.
Northwind Hosting renewal · thread
Fri Oct 16 · 10:20 am
Proposal 1 · $91,200/yr for 2 years
drafted by the agent · approved and sent by Priya
Wed Oct 21 · 3:10 pm
Laura Chen, VP Sales, Northwind · counter $94,560/yr
outside the mandateSent to Priya, not answered
Thu Oct 22 · 9:42 am
Proposal 2 · $92,160/yr (−4%) · within mandate
approved and sent by Priya
Tue Oct 27 · 11:15 am
Northwind accepts $92,160/yr for 2 years
Mandate · Priya Raman · Thu Oct 15
2-year term · target $91,200/yr (−5%) · walk-away $94,080/yr (−2%) · keep §5.2 and the 99.9% SLA
Amendment 3from template Supplier amendment v2
Term 5 · Jan 13, 2027 – Jan 12, 2029
$92,160/yr · total $184,320
Governing price $92,160/yr from Amendment 3 · next notice deadline Mon Nov 13, 2028 · calendar moved · saved $7,680 over 2 years + $3,360 credits = $11,040
Mon Nov 2
Cobalt Security
decided: renewKevin WalshThu Oct 29
Fri Nov 13
Northwind Hosting
notice deadlineAmendment 3 signed Fri Oct 30
Mon Dec 14
Bluebird Facilities
notice deadlinereminders to Kevin Walsh
Fri Dec 18
Brightline Health
onboarding dueDev Patel
Wed Dec 30
Harbor Data
notice deadlineconfirmed
Wed Jan 13
Northwind term 5 begins
$92,160/yr
Moving in · Thu Aug 27 – Tue Sep 1
Fieldstone's Ironclad records came over with their files; Priya checked fifty renewal terms and every deadline was live Tuesday.
Renewal terms confirmed · 1,271 agreements from Ironclad
Ironclad record · exported Thu Aug 27
Northwind Hosting · Supplier Agreement
Locket record
Northwind Hosting · Supplier MSA
$96,000/yr · from Amendment 2
curl -fsSL https://runeditrun.com/Tomorrow · Sat Nov 14
Bluebird Facilities · renewal brief to Kevin Walsh
Mon Feb 1, 2027
Cobalt Security · new term begins · renewed by Kevin Walsh
Mon Nov 13, 2028
Northwind's next notice deadline · on Priya's calendar
