How it works

From source material to an explainable review queue.

The product is designed to apply deterministic rules first, evaluated models second, and visible abstention whenever evidence or confidence is insufficient.

  1. Authorize the portfolio

    Confirm lease count, locations, amendments, supported formats, and authority to process the documents—without uploading them to the marketing site.

  2. Resolve and extract

    After security activation, order amendments, extract supported obligations, validate structure, and anchor each critical field to its clause.

  3. Verify and monitor

    Let customer users confirm dates, assign ownership, schedule reminders, and preserve corrections and evidence without a review call.

Core controls

Built around the evidence chain.

Control 01

Amendment lineage

Show which original term or later amendment governs a date, option, amount, or notice requirement.

Control 02

Critical-date register

Organize expirations, option windows, notice dates, escalations, and supported obligations by location.

Control 03

Clause evidence

Keep page, section, quoted span, document version, and customer confirmation behind each field.

Control 04

Notice mechanics

Capture supported lead time, delivery method, address, recipient, and related conditions without sending notice.

Control 05

Customer verification

Require asynchronous confirmation of critical fields before reminders become authoritative for the account.

Control 06

Obligation expansion

Extend later to COIs, warranties, additional contract renewals, and operating obligations only under the same evidence rules.

Representative output

A review surface, not a fabricated dashboard.

This synthetic example shows the proposed information contract. It does not imply that a production product or customer account exists.

SYNTHETIC_QA · Representative output ObligationFolio evidence view Fictional structure for evaluation only; not a customer result or live product screenshot.
Item
Finding
Evidence
Status
ItemRenewal option
FindingNotice window opens 12 months before expiration
EvidenceLease §18.2 + Amendment 1 §3
StatusReview
ItemBase-rent escalation
FindingAnnual 2.5% formula supported
EvidenceLease Schedule C
StatusMatched
ItemNotice address
FindingAmendment may supersede original recipient
EvidenceLease §27 + Amendment 2 §7
StatusReview