AI workflows for real estate practice at law firms.
Lease abstraction, title and survey review, closing checklists, due diligence, redlines. Ten workflows. Each one becomes its own custom Claude agent tuned on your firm precedent. Partner sign-off on every output. IT and InfoSec own the controls.
Ten agents. One real estate practice.
Commercial lease abstraction
Pull all economic and operating terms from 60-300 page leases into a structured summary.
Title and survey review
Compare title commitments and ALTA surveys. Flag exceptions, encroachments, easements.
Closing checklist management
Track 40+ deliverables across deed, assignment, estoppel, SNDA, certificates, lender side.
Due diligence document review
CC&Rs, operating agreements, REAs, prior leases, environmental reports.
NDA review against playbook
Standard markup against opposing NDA. 80% of turns are repetitive.
LOI and PSA first draft
Translate economic terms into a markup-ready first draft using firm precedent.
Estoppel certificate review
Reconcile tenant estoppels against the lease and the rent roll.
Loan and credit document review
Track changes across credit agreement drafts. Reconcile to the term sheet.
Redline summary generation
"What changed and why it matters." Plain-English memo from a clause-by-clause diff.
Matter status dashboard
Weekly client status. Open issues, dates, deliverables across the portfolio.
Common questions from real estate practice leaders.
How do you handle attorney-client privilege?
Single-tenant deployment in your AWS or Azure environment, or in a dedicated isolated environment we manage. No data leaves your perimeter without an approved connector. Bring-your-own-key encryption at rest. Privilege walls and ethical-wall enforcement baked in at the connector level, not retrofitted.
How does an agent integrate with iManage or NetDocuments?
Direct API integration with iManage Cloud, NetDocuments, and SharePoint Online. The DMS stays the system of record. The agent reads, drafts, writes back via standard DMS workflows. Audit logs delivered to your SIEM.
What about IT and InfoSec approval?
Your IT and InfoSec own all approvals. Our engineers run the integrations. Week 1 includes a 90 minute joint working session with IT and InfoSec. No data moves before they sign off. SOC 2 Type II and ISO 27001 aligned. GDPR and CCPA controls available.
How long does an engagement take for a real estate practice group?
A 90-day pilot ships 3 agents live. The full 10-workflow rollout runs across the first year, with each agent going live the moment it lands. We do not wait for the full program. Each workflow is independent.