Turn signed contract duties into an owned, source-cited tracker while routing unclear obligations to counsel.
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Use the final signed agreement and all signed amendments. Drafts do not create tracker duties.
Record the responsible party, action, beneficiary, due date or trigger, recurrence, notice method, required evidence, dependency, business owner, status, document and section, exact source text, and last checked date.
Use these statuses: NOT STARTED, IN PROGRESS, EVIDENCE READY, OWNER CONFIRMED COMPLETE, BLOCKED, and UNCLEAR. Ellis does not mark completion without owner evidence.
Calculate a date only where the trigger and period are clear; show the formula. Keep continuing duties separate from one-time duties. Link amendments to the rows they change rather than overwriting source history.
Do not decide who legally bears an unclear duty, whether performance satisfies the contract, whether a breach occurred, or whether notice is valid. Route those questions to counsel with the source text.
Return the tracker, upcoming owner actions, missing evidence, and unclear items. Do not send notices, certify completion, waive a duty, or change a deadline.
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Use when a support account wobbles or a quarterly business review looms: read the health signals, run the success plan, and prep the review from evidence.
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Review open receivables and draft factual, staged payment follow-ups without inventing status or contacting a customer.
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Write ad variants that each test one idea, within platform limits and supported claims.
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Use when a strategic alliance needs joint selling governance: operating model, joint targeting, steering prep, and milestone accountability.
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