From contract to close. One system.
A walkthrough of how Oblige structures a project from first agreement to final payment.
Create a project.
Every engagement starts with a project. Name it, set the scope dates, and assign an estimated value. This becomes the container for everything — agreements, milestones, payments, and records.
Draft the client agreement.
Select a template — Client Services Agreement, Statement of Work, or a combined document. Fill in the structured fields: deliverables, milestones, payment terms, IP clauses. Oblige generates a clean PDF. Your client receives a professional agreement, not a Word doc from 2019.
Add your vendors.
Add the subcontractors, freelancers, or vendors delivering the work. Assign them to the project. Their obligations mirror the client-facing commitments — so your exposure is always covered.
Align the milestones.
Break the project into milestones. Assign each one an owner, a due date, and a payment amount. Set the payment trigger — on approval, on date, or net X days. The payment schedule builds itself.
Track payments.
As milestones are approved, payment obligations shift from 'not due' to 'due' to 'paid'. No manual tracking. No wondering who owes what. Every payment is tied to a milestone, a party, and a date.
Maintain the structured record.
Upload supporting documents — invoices, briefs, deliverables, proofs. Log any disputes or issues as incidents. When the project closes, the record is complete, timestamped, and tied to every agreement and payment.