From Redlines to Bottom Lines: How LineageAI™ Turns Contracts Into ROI

Most companies treat executed contracts like static files: stored away, rarely revisited unless there’s a problem. But in capital markets, that approach doesn’t cut it. Market data agreements are more than legal paperwork. They’re structured financial instruments, encoding access rights, pricing models, usage terms, and liability exposure. They govern how your organization operates, spends, and stays compliant.

And yet, most firms manage this critical layer of risk with outdated tools: disconnected systems, manual trackers, and PDFs that offer no intelligence. What’s missing isn’t more storage. It’s document intelligence, the ability to interpret contracts dynamically, in context, and at scale.

That’s where PostSig’s LineageAI™ comes in.

The Real Cost of Disconnected Contracts

Across PostSig deployments, a familiar pattern emerges: a vendor contract is signed, an amendment is added a year later, and pricing, licensing, or SLA terms are updated off-paper (sometimes via a vendor's website), often without notice. Six months later, Finance finds a budget variance. Legal is pulled in. Procurement starts scanning email chains. By the time the full story surfaces, the damage is already done.

What we’ve uncovered across hundreds of agreements isn’t anecdotal—it’s systemic:

• Auto-renewal traps buried in outdated clauses and missed cancellation windows
• Dual-license scenarios caused by overlapping service orders
• Escalator pricing applied early due to misreported usage or lack of oversight
• Missing SLA, audit, or rights language that was stripped in later amendments or off-contract updates

These aren’t one-off mistakes—they’re symptoms of a fragmented contract stack and siloed ownership. And without complete visibility across versions, terms, and changes, they continue unchecked.

LineageAI™ solves this by restoring context, linking every document, clause, and decision point so teams can see the whole picture. This is document intelligence in action: not just storing agreements, but interpreting their intent, understanding their evolution, and flagging their impact in real time.

Why It Matters—and What Comes Next

Capital markets firms are facing rising data costs, increasing operational complexity, and shrinking margins for error. In this environment, contracts can no longer be treated as static records. They must be actively monitored and managed to ensure optimal performance, risk mitigation, and return.

That’s the foundation of effective Contract Performance Management (CPM): ensuring contractual obligations are met, financial and operational risks are identified in a timely manner, and agreements continue to deliver value throughout their lifecycle.

LineageAI powers this shift, providing Legal, Finance, and Procurement with shared, real-time visibility into the most critical details of every contract. By applying document intelligence to every stage of the post-signature lifecycle, it transforms what was once manual and reactive into something measurable, proactive, and actionable.

Because visibility isn’t just about oversight. It’s about control. And in a landscape where small terms have big consequences, seeing the whole picture is the only way to protect the one that matters most—your bottom line.

The Bottom Line

The actual value of a contract isn’t in the signature—it’s in the performance. Yet, most firms lack the infrastructure to monitor that performance in real-time, let alone optimize it. What slips through the cracks in post-signature workflows isn’t just technical debt, it’s real financial exposure.

LineageAI™ was built to change that.

It delivers complete visibility into every clause, commitment, and change across your contract stack so you’re never caught off guard, never scrambling during an audit, and never leaving value on the table. This is document intelligence done right: precise, contextual, and built for the scale and complexity of capital markets.

Because the firms that win in this market aren’t just the ones who negotiate best. They’re the ones who manage best.

And they’re the ones who see everything before it costs them.