How to stay on top of your contractual commitments
May 30, 2025

What is Robin Obligations?
Robin Obligations is a comprehensive solution for tracking, managing, and reporting on contractual obligations across all your agreements. It brings together all of the obligations across the different contracts in a single, easy-to-use interface. This ensures legal, compliance, and operational teams have clarity and confidence in meeting every contractual commitment. The systems tracks all completed obligations and allows for an exportable audit trail.
Key Features
- Unified Dashboard: View all your obligations in one place, grouped by status:
- Priority: Obligations that are overdue or have action required
- To-do: Obligations that are due, within their reminder window.
- Upcoming: Obligations scheduled but not yet actionable.
- Completed: Completed obligations with an exportable audit trail for compliance.
- Automated Reminders: Assigned Reviewers and Obligation Managers get email alerts as obligations approach due dates or become overdue. Escalations are flagged automatically to keep nothing falling through the cracks.
- Detailed Views: Clicking into an obligation shows the obligation, it’s description, it’s status, the responsible parties, the obligation manager, key dates, and links to clauses within contracts.
- Bulk Review: Completing compliance checks for multiple obligations at once.
- Audit & Reporting: Download audit trails or CSV reports for compliance, inspections, or internal reviews.
How streamline your obligations tracking workflows
1. Accessing Obligations
- Log in to Robin and select the Obligations section from the main navigation.
- The main dashboard displays your obligations by priority, due date, and completion status.
Main View Sections:
- Priority: Attend to these obligations first—they’re overdue or require immediate action.
- To-do: Active obligations within their reminder window.
- Upcoming: Obligations scheduled but not yet actionable.
- Completed: Completed obligations with an exportable audit trail for compliance.
- Use filters to narrow your search for an obligation, you can do this by fund, counterparty, or responsible reviewer.
2. How Reviewers can quickly certify obligation compliance
Step 1: Receive email notifications when you have obligations that are due, due today or overdue

Step 2: Access the obligations by clicking the ‘Review Obligations’ in the email received or directly through the platform
Step 3: Certify all outstanding and overdue obligations via Bulk Review
Select Bulk Review
- Select the relevant Fund
- Review additional contract details
- Add notes
- Certify individual obligations or those in bulk
- Escalate those requiring action - sending an automatic notification to your Obligation Manager
3. How Obligation Managers can monitor and maintain compliance
Step 1: Receive a weekly digest email notification or an email notification for action required obligations

Step 2: Access the obligations by clicking the ‘Review Obligations’ in the email received or directly through the platform
Step 3: Resolve outstanding and escalated obligations from the obligations dashboard
4. How Obligation Managers can export an audit trail for regulatory compliance
The Obligations feature includes an exportable audit trail that lets users quickly generate a detailed record of task activity—who did what, when, and any actions taken. This clear, time-stamped log is essential for reporting to auditors, regulators, or the board.
Users can export audit trails anytime from the obligations dashboard. The export creates a CSV file in under a minute, with key details like task status, completion dates, responsible parties, and escalation notes, no manual work needed. Reports can also be filtered (e.g., by fund or task status) to suit different audiences and shared with necessary people.