Free Guide for Property Managers, Lenders & Legal Teams
A practical guide to automating lease data extraction with AI.
How property managers, lenders, and legal teams replace manual lease data entry with an upload-review-export workflow.
Free. No credit card. Enter your email to receive product and guide updates.
Reviewing a lease for key terms takes a paralegal or manager real time per document.
There is no efficient way to extract and track lease terms across a whole portfolio by hand.
Lenders underwriting rental income need lease data that currently requires manual review.
Critical clauses like auto-renewals and rent escalations get missed under time pressure.
Traditional lease abstraction is billed per document and priced accordingly.
Four steps, from document to structured data:
Residential or commercial, multi-page PDFs included — no clause library to configure first.
Parties, property address, term dates, rent, deposit, and key clauses as structured fields.
Confidence scores point reviewers at the terms worth a second read.
Export to CSV/Excel to assemble portfolio-level lease tracking, or automate intake via the API.
Combine automation with explicit review and source-document checks. Test representative inputs, use confidence signals, and define quality checks before you automate higher-volume work.
Convert supported leases into consistently named data for review and export.
Route uncertain fields to a person instead of treating every extracted value as equally reliable.
Evaluate the workflow with your own layouts and image-quality range before scaling.
Move from manual uploads to an integrated workflow after review rules are established.
Verify sensitive tax, legal, medical, and financial fields before downstream use.
Every extraction returns these fields as structured data with per-field confidence scores:
Lease data exports to CSV and Excel for portfolio tracking spreadsheets, or via the REST API into property-management and underwriting systems — turning a folder of PDFs into a queryable dataset.
The AI Document Automation Playbook
A free PDF playbook covering AI extraction workflows, quality control, batch processing, and API integration. Its examples come from tax-document operations, and the workflow chapters apply directly to lease processing.
9 practical chapters covering evaluation, review, integration, and operations.
Identify where lease data enters, who reviews it, and where the approved result goes.
Build a test set covering common layouts, scans, photos, and known edge cases.
Upload a supported file and inspect the returned fields, structure, and confidence signals.
Set thresholds and source-document checks for fields that matter to the decision or filing.
Map reviewed JSON, CSV, or Excel fields to the destination system.
Introduce higher-volume processing only after the single-file workflow is reliable for your inputs.
Use authentication, retries, validation, and exception handling in an integrated workflow.
Confirm access, retention, deletion, and audit requirements for the data you process.
Track review outcomes, add edge cases to the test set, and revisit thresholds as layouts change.
Intake forms, processing checklists, and quality-control templates.
A consistent checklist for comparing document-parsing tools and workflow fit.
Authentication, structured output, validation, and error-handling patterns.
Landlord & tenant names; Property address; Lease start & end dates; Monthly rent; Security deposit; Renewal & key clauses. Each field comes back with a confidence score, and results export to JSON, CSV, or Excel.
No. The core workflow is upload, review, and export, all in the browser. Developers can additionally use the REST API and batch upload, but nothing requires code.
PDF (including scanned), PNG, JPG, and WEBP. Native PDFs, scans, and phone photos all work, with confidence scores flagging anything hard to read.
Your first 3 documents are free with no credit card. Paid plans start at $9/month, and every plan includes API access and all export formats.
No. It focuses on document intake, representative testing, confidence-based review, structured exports, API integration, and exception handling.
The early chapters use the browser-based workflow. The API section is optional and intended for teams that want a programmatic integration.
The core workflow is tool-agnostic and emphasizes evaluation criteria you can apply to document-extraction products, including this one.
Check this page for the current version as the product and recommended review practices evolve.