Skip to main content

Creating Obligations

Creating obligations is AI-extraction-only today

Manual create, edit, and complete obligation actions are not yet available — neither in the UI nor via a dedicated API. The only supported way to populate obligations today is via AI obligation extraction on an indexed contract, which produces structured obligation records linked to the source document. The Obligations dashboard is available as a read-only view, see Tracking Obligations.

Obligations let you attach a trackable deadline to any document in Locker, a contract renewal window, a compliance review date, a payment milestone. When you create one, you assign an owner and a due date. The owner gets reminded as the deadline approaches, and the obligation appears on the shared Obligations dashboard so nothing gets missed.

Before You Start​

You need at least one document in Locker before you can create an obligation on it. See Uploading Documents.

If the Obligations section is not visible in your navigation, your plan may not include it, contact your account team.

How to Create an Obligation (Planned UI)​

Once the UI is available, creating an obligation will work like this:

  1. Open a document from the Locker dashboard.
  2. Click the Obligations tab in the document detail panel.
Coming Soon

Screenshot: locker-document-obligations-tab, the document detail page with the Obligations tab selected, showing existing obligations and the Add Obligation button

  1. Click + Add Obligation.
  2. Fill in the Title, an optional Description, the Due Date, and the Owner.
  3. Click Save Obligation.

The obligation will appear in the document's Obligations tab and in Locker → Obligations.

Coming Soon

Screenshot: locker-add-obligation-dialog, the Add Obligation form showing the Title, Due Date, and Owner fields on a document detail page

Creating Obligations Today (AI extraction)​

Until manual create, edit, and complete actions ship, populate obligations via AI extraction. Run obligation extraction on an indexed contract and choose to save the results — Locker will save the extracted obligations as records linked to the source document so they appear on the Obligations dashboard. Treat the resulting obligations as drafts and verify each before relying on them for compliance deadlines.

See API Integration for authentication and request details. AI extraction is included on plans with Locker AI features.

What Makes a Good Obligation​

Every obligation should have:

  • A clear title, specific enough that the owner knows exactly what action is needed, e.g. "Send renewal notice to Acme" rather than "Contract renewal"
  • A realistic due date, set it far enough in advance that there's time to act, not just time to be reminded
  • The right owner, the person who will actually complete the task, not just a team lead

Next Steps​