Semantic Search Across Lease Portfolios
Help teams locate clauses, obligations, and rent terms across a permissioned document collection.
Retrieval design
Define semantic and keyword retrieval behavior against the document collection in scope.
Clause-level indexing
Search inside indemnities, rent escalation, or CAM sections.
Property metadata filters
Filter by building, owner, jurisdiction, or deal stage.
Saved queries
Pin frequently used searches for compliance teams.
Secure delivery
Expose search to asset managers while keeping confidential files locked down.
Permission requirements
Define which portfolios, teams, and documents each search role may access.
Redaction requirements
Confirm masking and disclosure rules before results are shared outside the workspace.
Review telemetry
Scope privacy-preserving search telemetry only where the workspace policy permits it.
Availability and approval rules
Connect your property systems, payments, and communication channels. Available actions depend on your providers, permissions, and workspace rules.
Eligible workflows can run automatically, notify you, wait for approval, or stay human-only. High-Impact Actions defined in the Terms require qualified human review and explicit approval. Legal, safety, licensing, and provider requirements still apply.
Workflow availability, input formats, outputs, permissions, retention, and integrations depend on the enabled workspace configuration and connected source systems.
Ideal use cases
Find escalation clauses, common-area maintenance obligations, and renewal dates across a portfolio for acquisitions or lender review.
Getting started
Batch upload documents, tag with metadata, and invite stakeholders with appropriate permissions.
Frequently asked questions
Can I export search results?
Reviewed results can be prepared for a downstream handoff; confirm the supported format during setup.
Do you support synonyms?
Search behavior depends on the indexed collection and configuration. Validate important matches against the source documents.
Is there an API?
Integration requirements are scoped against the portal and access model that will consume the results.