BaseOS

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  • DevelopmentFrom request to a tested pull request.
  • FactoryFrom idea to a live product, stage by stage.
  • Product SuiteRoadmap, changelog and wiki.

Sell

  • Marketing SuiteCampaigns, flows, landing pages and ads.
  • Sales SuiteCRM, pipeline, proposals and inbox.

Run

  • ProjectsTasks, hours and team capacity.
  • Support SuiteHelpdesk, portal and widget.
  • Finance SuiteInvoices, contracts and KPIs.

Automate

The foundation under every pillar.

  • AI agentsAgents that do each area's work — and ask for your OK.

By industry

  • Software housesFrom proposal to invoice, with hours and contracts.
  • AgenciesYour clients’ campaigns, content and ads.
  • SaaSSupport, roadmap and changelog for your product.
  • Clinics & practicesA landing page and an agent that answers on WhatsApp.

By team

  • SalesA pipeline that moves itself.
  • MarketingCampaigns and automated flows.
  • Support & CSEvery customer looked after.
  • OperationsProjects and delivery on time.
  • FinanceCollections and cash flow.

By channel

  • WhatsAppMeta's official API.
  • InstagramDMs in the same inbox.
  • EmailGmail and company inboxes.
  • Website chatA widget with your agent.
  • Customer portalTickets and documents.

By use case

  • Qualify leadsThe SDR answers and books.
  • Launch a campaignPage, form and flow in one ask.
  • Proposal → project → invoiceNo typing anything twice.
  • Collect overdue invoicesReminders with your OK.
  • Answer ticketsGrounded in your wiki.
See all use cases →
Pricing
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Solutions/Use cases/Contracts and renewals

Contract ending, flagged before the deadline.

Every contract knows when it ends, how much notice it needs and which index adjusts it. The system warns you before the deadline, has the renewal ready and Luna shows what's coming up — you make the call.

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9:41
☰
AgentNeeds you2
SStudio Bravo⌄
Luna⌄
Finance
Approval neededProposed action

Send Aurora Café's new contract for signature

RejectApprove
⌃ Show conversation
Message…
Luna, the finance agent, reviewing what renews in the next 90 days

Luna, Finance: “What renews or ends in the next 90 days?”

Three. Vantage Móveis renews by itself in 75 days, adjusted by IPCA. Pilar Educação's renewal is already in its amendments, waiting for someone to accept it. And Aurora Café's ends in 40 days with no renewal — the new contract is in draft and hasn't gone out for signature. Shall I send it? Send Aurora Café's new contract for signature. Sent to Bruno Lopes at Aurora and to Rafael, who signs for you — each with a code by e-mail. If someone doesn't sign, the reminder goes out by itself.

Studio Bravo is a demo company. Made-up data.

§01Contracts and renewals

Contracts, before and after

Without BaseOSWith BaseOS

The renewal date lives in a spreadsheet someone forgot to open.

Term, renewal type and notice period are fields on the contract.

The contract renewed by itself because nobody saw the notice deadline.

The owner and the admins are warned 30 days before the deadline.

The yearly adjustment is worked out by hand, whenever someone remembers.

On the anniversary, the accumulated index adjustment arrives proposed, with floor and cap.

It renewed, but nobody created the new term's invoices.

Once the renewal is applied, the new term's billing schedule is generated.

§02Contracts and renewals

How it works

From signed contract to renewal — every date comes from the terms, not from someone's memory.

baseos.dev/home/contracts/portfolio
Luna, the finance agent, reviewing what renews in the next 90 days
Studio Bravo is a demo company. Made-up data.
  1. 01

    1 · Terms

    The contract as data, not as a PDF

    Value, start, end or term in months, renewal type — automatic, manual or none —, notice days and adjustment index with floor and cap. The portfolio shows what's in force, what's out for signature and how much renews by itself in the next 90 days.

    • Automatic, manual or no renewal
    • IPCA, IGP-M, INPC or a fixed percentage
    • Portfolio of what renews in 90 days
  2. 02

    2 · Signature

    Signed by every party, with proof

    Each party gets a one-time code by e-mail — or on WhatsApp from your own number — bound to the exact version of the text. At the end, the PDF gets a certificate page with a QR code for verification. Reminders and expiry of the signing round run by themselves.

    • Advanced e-signature, multiple parties
    • Code by e-mail or WhatsApp
    • Certificate with a verification QR
  3. 03

    3 · Renewal

    The warning comes before the deadline, not after

    Thirty days before the notice deadline, the owner and the admins get a notification and an e-mail. If renewal is manual, the renewal proposal is ready for someone to accept. If it's automatic, the contract renews at the end of the term. If it doesn't renew, it expires and future charges are canceled.

    • In-app and e-mail warning
    • Renewal proposal ready to accept
    • Expiry cancels future charges
  4. 04

    4 · Adjustments and amendments

    Brazil's Central Bank index, no hand math

    On the contract's anniversary, the system reads 12 months of the index published by Brazil's Central Bank, applies floor and cap and proposes the adjustment. If a month is missing, it waits. Someone applies it or sends it for signature, and the client gets the old and the new value. Amendments and terminations recompute future charges.

    • Accumulated index, with floor and cap
    • Applied by a person, notified to the client
    • Invoices already issued don't change
§03One base

The same contract for whoever sells, delivers and bills

  • From proposal to contractThe accepted proposal becomes the contract draft, with the items and amounts the client accepted.→
  • From contract to invoicesSigned and in force, the contract issues invoices on schedule — and the renewal issues the new term's.→
  • From contract to hour bankWhen it renews, the contract's hour bank is extended; when it expires, the bank ends with it.→
§04What's included

Modules you can switch on today

Read from the same catalog as the module store: if it's listed here, it's in the product.

  • Contractsfrom R$58/month
    • ContractsContracts as data: number, value, term and renewal terms, immutable versions and multi-party e-signature with an evidence certificate.
    • Contract-to-cash billingOnce signed and in force, the contract generates its own invoices on schedule — and every invoice knows which contract it came from.
    • Renewals & adjustmentsRenewal, IPCA/IGP-M adjustment, amendments and termination change billing and provisioning, with alerts before the notice deadline.
  • Financefrom R$39/month
    • InvoicesIssue invoices, record partial payments and track what is outstanding per client.
    • AccountingIncome and expense entries reconciled with your invoices, with a balance per period.
See every module and price →
Questions

What people usually ask

Talk to us →
Can a contract renew without anyone noticing?

Only if it's set to renew automatically — and even then, the warning arrives 30 days before the deadline to give notice. Manual renewals get the proposal ready, waiting for someone to accept it.

Is the signature legally valid?

It's an advanced electronic signature under Brazilian law (Lei 14.063/2020): each party proves control of their e-mail or WhatsApp, and the certificate records the version, the times and the audit trail. It isn't a signature with an ICP-Brasil certificate.

Does the agent renew or adjust on its own?

No. It reads the contracts and shows what ends, renews or adjusts. Accepting a renewal or applying an adjustment is done by someone on the team, and sending a contract for signature always waits for your OK.

Which modules do I need?

Contracts, signature and templates are in the Contracts Basic plan. Renewals, adjustments, the billing schedule and WhatsApp codes are in the Pro plan. The invoices show up in Finance.

See also
  • Finance SuiteInvoices, contracts and KPIs.→
  • Proposal → project → invoiceNo typing anything twice.→
  • Hour banks under controlHours sold, hours used and the balance in sight.→
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