Step-by-step guide

Complete a Deal end to end

Open an actionable player-club case, build and share versioned Scenarios, preserve what was communicated and agreed, then review every completion candidate.

In this guide

One case, several possible structures

The Deal is the durable case. Scenarios inside it are proposed commercial structures. A save, comparison, Working selection, Share artifact or communication never changes the Deal stage. Each real-world stage change is a separate human action.

Open the Deal

01

Wait until the interest is actionable

Club interest does not create a Deal automatically. Open one deliberately when the agency has a real player-club case to work. An Inbox proposal can prefill the action, but it becomes shared data only after a person accepts it.

02

Record the four required facts

Select the represented player, primary target or current club, responsible agent and a short known next step. Choose Exploring unless a later real-world stage is already true.

03

Leave commercial terms for Scenarios

You may choose an initial type hint, but the Deal does not need a Scenario at creation. A Deal can later compare, for example, loan and permanent-transfer structures.

Build the first Scenario

01

Start blank or from a type template

Choose Create a scenario, name it and select Transfer, Loan, Free transfer or Renewal. Templates expose common terms, and Add term lets you add only what is relevant.

02

Keep unusual wording as a custom term

A custom term starts as narrative and stays outside calculations. Make it calculable only after explicitly recording its amount and currency, parties, classification, timing and conditional trigger where required.

03

Save what is known

Drafts may be incomplete. Relai lists missing currencies, parties, triggers, percentage bases and timing as data gaps rather than filling them. Evidence is prompted but optional, so a verbal conversation can still be recorded honestly.

Duplicate and compare alternatives

01

Duplicate the closest structure

Duplicate a saved Scenario, give the copy a clear name and edit the terms that differ. The original and the linked alternative keep their own revision histories.

02

Compare at most three Scenarios

Compare scenarios shows changed, added and removed terms, payment timing, unresolved items and custom narrative terms. Select conditional branches to test an outcome; those assumptions are temporary and do not edit the saved Scenario.

03

Read every currency in parallel

Review guaranteed, selected and bounded maximum outcomes across the player, target club, current or selling club and agency perspectives. Relai shows the arithmetic and never converts or combines different currencies.

Select the Working Scenario

Choose Set as Working when the agency wants one Scenario to be the current working structure. A Deal can have at most one, and you can switch it later. The action records who selected it and when, but it does not mean player approval, communication or agreement.

Share saved terms and record communication

01

Save the revision that you want to share

Share terms requires a saved, non-archived Scenario revision. Save any current changes before you open it. The Share preview stays pinned to that exact revision.

02

Choose the audience and included content

Choose Player, Club or Agency / internal. Use the safe preset to remove content that the audience should not see. Choose the content yourself only when you need a custom scope. Snapshot-only assumptions change this preview, not the saved Scenario.

03

Review the recipient view

Check the terms, timing and estimated figures. Relai keeps different currencies separate. Still to confirm appears only when the selected content has unresolved details.

04

Create an exact text or PDF artifact

Choose Copy as text or Download PDF. Relai preserves the exact outward representation and its Scenario data. Creating the artifact does not send it.

05

Record the communication after it happens

Choose Record communication. Add the people you told, the channel, the time and what they saw. A note and supporting evidence are optional. Relai does not send terms on your behalf.

Confirm Agreed terms, then move the stage

Only the responsible agent or an agency administrator can confirm Agreed terms. Check the exact Scenario revision against the accepted material terms:

  • 01The represented player, primary club and responsible agent are correct.
  • 02Each payment term has its recorded currency, payer and recipient.
  • 03Each release clause has its amount and trigger. Do not invent a future buying club as its payer.
  • 04Every conditional term has a stated trigger.
  • 05Unresolved or not-stated terms have been reviewed and explicitly acknowledged.
  • 06The exact Scenario revision and active assumptions match what the parties accepted.

Confirmation freezes that revision. A later amendment starts a linked Scenario and leaves the snapshot intact. After confirmation, explicitly move the Deal to Terms agreed; Relai does not move it when the snapshot is created.

Confirm completion and review the follow-up

01

Confirm that signing or registration happened

Open Review completion only when the transaction has actually completed. Select the completion evidence and confirm the event. Terms agreed alone is not completion.

02

Review every prepared candidate

Clause records

Review any proposed negotiated clause in the existing Clause create flow before monitoring begins.

Payment milestones and obligations

Open each dated milestone or key obligation as a prefilled Task draft, then choose whether to create it.

03

Confirm each downstream record yourself

Completing the Deal writes none of the candidates automatically. Confirm the records you need in their existing review flows. Completion candidates remain inside the Deal rather than appearing as AI Inbox proposals.

Review migrated terms and preserve ended work

A migrated Scenario named Existing recorded terms preserves material values from the earlier Deal record and is selected as Working, but its Needs review warning remains until the responsible agent checks it. Missing context stays visible; an empty legacy Deal receives no Scenario.

Use Ended when the case is dead or parked. Archive a Scenario that has been Working, shared, communicated or agreed; do not delete it. These actions keep revisions, snapshots, actors, times and sources available for reconstruction.