— HOW IT WORKS

From first agreement to final payment.

Oblige walks with you through every stage of a project — structuring your obligations, aligning your vendors, tracking your milestones, and closing cleanly.

1
Set up your projectDefine scope, budget, and parties
2
Build your agreementsUpflow to client, downflow to vendors
3
Track milestonesAligned across both layers
4
Move money clearlyTriggered by delivery, not guesswork
5
Close with a recordAudit trail built automatically
01
First
Set up your project

Every project starts with structure.

Create a new project in Oblige and define the fundamentals — project name, industry category, budget, and the parties involved. Clients, vendors, and subcontractors are pulled from your Parties roster.

No free-form notes. No scattered docs. Every project is a structured record from day one.

Annual Brand Summit
Active
IndustryEvents & Experiential
Budget$85,000
ClientMeridian Group
Due dateJune 14, 2025
02
Then
Build your agreements

Two layers. One aligned system.

Generate an upflow agreement for your client and a downflow agreement for each vendor or subcontractor — all from the same project. Industry-specific templates pre-populate your scope, milestones, and compensation terms.

Your exposure above is always mirrored by your coverage below. Oblige makes sure nothing falls through the gap between what you promised and what you secured.

↑
Upflow — Client
Event Services SOW
Meridian Group · $85,000
Active
↓
Downflow — Vendor
AV Production Agreement
SoundCo LLC · $22,000
Active
↓
Downflow — Subcontractor
Staffing Agreement
On-Call Crew · $14,500
Draft
03
Throughout
Track milestones

Every deliverable has an owner.

Milestones are tied directly to your agreements — upflow milestones represent what you owe your client, downflow milestones represent what your vendors owe you. Both live in the same timeline.

Oblige surfaces what's overdue, what's coming, and what's been approved — so nothing gets missed and no one has an excuse.

Venue deposit confirmation
Downflow Overdue · May 1
$8,000
Client kickoff approval
Upflow Approved · May 3
$25,000
Final production delivery
Upflow Planned · June 14
$60,000
04
At each milestone
Move money clearly

When a milestone is approved, the associated payment is released. No chasing, no ambiguity, no "I thought you already paid that." Every payment is tied to a deliverable and a date.

Payments triggered by delivery.

Received from client
$85,000
Upflow total
Paid to vendors
$36,500
Downflow total
Pending payments
$14,500
Awaiting delivery
Your gross margin
$34,000

Oblige tracks what you're owed from clients and what you owe to vendors — so your margin is always visible.

05
Always
Your audit trail

Oblige builds your audit trail automatically. Every agreement created, every milestone approved, every payment logged — recorded with a timestamp and tied to your project.

Every action. Time stamped.

2025-06-01 09:14
Agreement created — Event Services SOW
Upflow
2025-06-01 11:32
Milestone approved — Client kickoff
Upflow
2025-06-02 08:55
Agreement created — AV Production Agreement
Downflow
2025-06-03 14:20
Payment recorded — $25,000 deposit received
Payment
2025-06-05 10:08
Incident logged — Venue delay noted
Downflow

If anything ever goes sideways, you have the record. Disputes, client disagreements, vendor non-delivery — Oblige is your documentation layer.

— EVERYTHING INCLUDED

Every tool a serious operator needs.

↑↓
Dual-layer agreements
Upflow and downflow agreements generated from the same project, always aligned.
◎
Milestone tracking
Every deliverable has an owner, a date, and a payment rule. Nothing falls through.
▦
Template library
Industry-specific and general templates. Start structured, not from scratch.
◈
Parties roster
All your clients, vendors, and subs in one place. Pull them into any agreement instantly.
⬡
Payment tracking
What you're owed, what you owe, what's cleared. Your margin visible at all times.
▣
Audit log
Timestamped records of every action in every project. Documentation that builds itself.

No patchwork of apps. No spreadsheet dependencies. Everything lives in Oblige.

Ready to run it properly?

Start your first structured project today. No setup fees, no long-term contracts.

Start free