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The agent that chases unsigned contracts and helps recover revenue.

Sent, opened twice, read the terms, never signed. The Contract Agent monitors the thread for unsigned contracts, tracks the person holding the signature, and stops after three attempts.

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In short

A contract read but not signed is still a deal.

Because the contract lives on the deal thread, EverBird can see who opened it, which clauses they lingered on, who is missing from the signing order, and how long it has been quiet. From that, the Contract Agent decides a nudge is due, names the actual blocker, and sends it to the signer or to the colleague who never forwarded it.

Reads the deal thread to know what was pitched, what was agreed, and whether the contract was opened, read, or ignored.
Follows up in your voice with the signer or the colleague who never forwarded it, sent on approval or automatically.
Stops after three unanswered follow-ups and hands the deal back with a recommendation.

"Nobody refuses to sign. They open it, get to the termination clause, and move on to the next thing. The Contract Agent goes back for you, on the day it matters."

How it works

From opened to signed, step by step.

1
Northwind × Atelier
Activity · updated live
Proposal
Signed
Contract
Sent
Invoice
Draft
What does the agent watch?

The contract, from the send.

The contract is sent on the same link as the proposal, so there is nothing to connect. From the moment it goes out, the Contract Agent reads opens, sections, and silence.

2
Northwind × Atelier
Activity · updated live
Proposal
Signed
Contract
Unsigned 9d
Invoice
Draft
How does it know it stalled?

It reads the signals, not a calendar.

Opened four times and abandoned on the termination clause is a different stall from never opened. The agent tells them apart, and knows when the silence has run long enough.

3
Northwind × Atelier
Activity · updated live
Proposal
Signed
Contract
Follow-up drafted
Invoice
Draft
What does it actually send?

A follow-up written to the reason they stalled.

The Contract Agent names the clause they stalled on and sends it to the person holding the signature, from your own address, in your tone.

4
Northwind × Atelier
Activity · updated live
Proposal
Signed
Contract
Needs your decision
Invoice
Draft
And if they still do not sign?

After three, it stops and asks you.

Three nudges is the cap. The Contract Agent stops sending, even in automatic mode, and hands the deal back with what was read, who was chased, and a recommended call to recover the deal.

What's included

What the Contract Agent gives you.

Stall detection on signatures
Flags contracts opened and left unsigned, and ones never opened at all, so that the Contract Agent can protect revenue in time.
Section level attention
Which clauses were read, skipped, and where the reader stopped.
Chases the right signer
Signer, counter-signer, or the colleague who never forwarded it, so that the deal can close faster and signed revenue does not wait.
Written to the hesitation
The message speaks to the specific stall clause in your tone, so the follow-up feels relevant.
Three nudges, then your call
Drafts wait for approval or send automatically, then stop after three and escalate.
Invisible to the client
No read receipt prompt, badge or account. They open the link, read normally, and sign in place.
How it compares

An agent vs a reminder timer.

TaskReminder timersEverBird agent
Deciding when to chaseFixed schedule (day 3/7/14)A judgement call from thread activity.
Who gets chasedWhoever's on the envelopeThe person actually holding the deal up
What the message saysOne generic templateWritten to the specific blocker, in your voice.
Why the deal stalledNobody knowsOpens, sections read, and silence, on one thread.
Who does the workYou, when you rememberThe Contract Agent, on approval or automatically.
When nothing landsKeeps firing on scheduleStops after three and hands you the decision.
Who it's for

Get the signature without the chase.

Agency business

A contract opened four times and never signed is a deal you have already spent pitch time on. Standard reminder timers cannot tell you the client stalled on the termination clause. The agent reads where they stopped, drafts the reply that answers that objection, and turns a stalled agreement back into signed revenue.

Service business

The contract went to your main contact, who was never the person who signs. Weeks pass while you assume it is under review. The agent identifies the real signer in the thread and chases them, which moves your start date and deposit forward rather than losing the deal to silence and missed revenue.

FAQ · Contract Agent

Contract Agent questions.

Contracts, agreements, SOWs and NDAs that were sent for signature and are still unsigned, whether they were opened and abandoned or never opened at all.
It reads the thread: when the contract was sent, how many times it was opened, which sections were read, who is missing from the signing order, and how long it has been quiet. That is a judgment call for the Contract Agent, not a day 3 timer.
It knows where they stopped. If a reader spends three minutes on the termination clause and never reaches the signature page, the follow-up speaks to that clause rather than bumping the thread. Hence, you get a reply that addresses the real objection and protects revenue.
Only if you choose that. By default, every draft waits for your approval. You can switch a client, a thread, or the whole workspace to automatic, and it sends from your address in your name.
The Contract Agent chases a maximum of three times, then stops sending, even in automatic mode, and escalates to you with what was read, who was chased, and a recommended next move to recover the deal.
No. The signals the agent reads are invisible to the client. There is no read receipt prompt, badge, or account.
The Contract Agent is on Pro and Max. The Invoice Agent is on every plan. Solo is $39 per month, Pro is $129 per month, and Max is $349 per month, so teams can match the tools to revenue needs and the deals they want to close. See pricing.
Portrait of Maya Ellison, Business Analyst, EverBird
Maya Ellison
Business Analyst, EverBird

Maya has spent nine years building document and payments workflows for agencies and service businesses. She leads the team behind EverBird's Revenue Agents, deal threads, e-signatures, client portals, and invoicing, and reviews every product page for factual accuracy on how the product actually behaves.

Keep exploring

Related features.

All products·Pricing
Revenue Agents

Three Revenue Agents, one thread.

Every thread sits under a Revenue Agent that reads the actual blocker, decides when to chase, sends from your own address and hands the deal back after three tries. There are exactly three, and your plan decides how many you get.

Invoice Follow-up Agent
Chases unpaid and overdue invoices until the money lands.
Solo, Pro, Max
Learn more →
Contract Follow-up Agent
Chases contracts that were opened but never signed.
Pro and Max
Learn more →
Retainer Follow-up Agent
Chases recurring retainer billing that goes unpaid, every cycle.
Max only
Learn more →

Let the signature chase itself

7-day free trial. No card required. The Contract Agent is on Pro and Max.

Reserve for freeSee pricing
Last updated · Reviewed by Maya Ellison · Refreshed monthly.
EverBird.ai

Everbird spots who’s stalling, decides when to follow up, and writes the message that closes the deal — automated client follow up software with one link for all client documents.

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