Obligation Definition
Obligation management plays a critical role in Contract Life Cycle Management (CLM) by ensuring that both parties engaged in a contract fulfill their respective commitments throughout the contract's duration. It involves tracking, monitoring, and managing obligations, ensuring they are met on time and within the agreed-upon conditions.
You can add new obligations to the contracts and manage them. For more details, see Creating an Obligation and Viewing the Obligation List.
To ensure that obligations are created for contracts and tracked, you need to link obligations with relevant clauses through the Clause Library. For more information, see Associating Obligations with a Clause .
If the clauses linked with obligations are added to a contract template and a contract document is generated using this template, obligations are automatically added to the contract. You can view the obligations created for a contract in its Activity timeline. You can view detailed information about the obligations in the Obligations link for the contract. You can also add new obligations to a contract (without a linkage to any clause).
- Viewing the obligations list
- Creating an obligation
- Update an obligation
- Delete an obligation
Recurring Obligations
Many contractual obligations must be fulfilled on a recurring basis, such as monthly invoice reviews, quarterly compliance audits, or annual performance evaluations. Manually creating these recurring obligations for each cycle is time-consuming and increases the risk of missed deadlines, inconsistent tracking, and compliance gap
Conga CLM allows creating recurring obligations to automate the creation of obligations based on predefined schedules. Instead of manually recreating obligations for every recurrence cycle, users can configure an obligation once and define how often it should repeat. The system then automatically generates future obligation instances according to the configured schedule.
You can define flexible recurrence schedules such as daily, weekly, monthly, quarterly, annually, or custom intervals based on business requirements. Once configured, the system creates new obligation instances automatically at the specified intervals.
Generated contract documents also display recurring obligation schedules as natural language sentences in the "Due Date" column of the Obligation table. Only obligations with the "Print on Contract" option enabled appear, and recurrence frequency is shown as One Time, Monthly, Quarterly, or Custom.
To support timely fulfillment, you can configure reminder notifications for obligations. These reminders alert users of upcoming due dates and overdue obligations, improving visibility into pending commitments and helping teams stay on schedule.
The system also supports recurrence exceptions, allowing users to skip, modify, or cancel individual recurring instances without affecting the overall recurrence pattern.
Each recurring obligation instance is recorded in the recurrence history, giving users visibility into past, current, and upcoming obligations.