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Use cases

Real estate, construction, manufacturing and supply chain

Project, site, plant and supply-chain documents. 276 use cases in 13 sections.

69 included free207 Enterprise add-ons

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On this page: 13 sections

276 use cases

Change orders and contract changes

Change orders, variations and claims checked against contracts, specifications and site evidence, with approvals and cited change registers.

3 included free28 Enterprise add-ons

  • Construction change orders against contract

    Checks variations and change orders against the original contract terms so the paperwork stays consistent for disputes.

    Included freeHow to use it: Construction change orders against contract→
  • EPC variation orders and amendments

    Applies each variation order to the specific clauses and schedules of an Indian infrastructure EPC contract without reformatting or duplicating clauses, keeping the amended contract coherent for disputes.

    Included freeHow to use it: EPC variation orders and amendments→
  • Project scope change reports

    Updates approved project status reports, communications and controlled documents on large infrastructure programmes, such as an Indian airport, to reflect an approved scope change and preserves everything else.

    Included freeHow to use it: Project scope change reports→
  • Cited construction change register

    Reconciles signed change orders, RFIs, submittals, field reports and cost logs into one cited, audited change register that project executives approve, catching inconsistent approved values before the weekly owner meeting, for general contractors' project controls teams and construction managers.

    Enterprise add-on.
  • Construction change register and briefs

    Turns a pile of construction documents into a cited change register and executive brief, flagging contradictions and failed rules, and lets reviewers approve changes, including offline on a phone.

    Enterprise add-on.
  • Construction document conflict checks

    Compares contracts, scopes, specifications, change orders, inspection and status reports, invoices and correspondence to find conflicting commitments and undocumented or unresolved changes, for construction and engineering firms' project controls and contract administration teams.

    Enterprise add-on.
  • Change-order impact memos

    Compares a change order with the contract, scope and specifications and writes a source-grounded impact memo on cost, schedule and responsibility, for construction project controls teams.

    Enterprise add-on.
  • AIA and construction change-order updates

    For: project executives

    Updates change orders and AIA or other contractor contract documents in place when scope, cost, schedule or delays change, showing exact wording changes and keeping an approved record, for contractors' project controls teams and commercial directors.

    Enterprise add-on.
  • Construction change order edits

    Lets field superintendents edit a construction SOW in Word for change orders from a phone and shows the office exactly what changed, including cost and time impact, for general contractors and project controls teams.

    Enterprise add-on.
  • Pay application and change order reconciliation

    Reconciles construction payment applications and change orders with contracts and flags exceptions.

    Enterprise add-on.
  • Construction cost and milestone reconciliation

    Compares drawings, change orders, site logs and payment applications to show delays and cost overruns on large projects, for general contractors and engineering firms.

    Enterprise add-on.
  • Change orders checked against specifications

    Checks construction change orders and RFIs against the original drawings and safety specifications and produces a clear delta report.

    Enterprise add-on.
  • Specification and change order conflict log

    Logs conflicts between subcontractor change orders and master project specifications on large construction projects.

    Enterprise add-on.
  • Living JCT or FIDIC contract position

    Keeps a living JCT or FIDIC contract position for contractors, quantity surveyors and developers in India and the UK, updated as variation orders, site instructions and payment notices land, each clause citing its instruction, wording recorded for any date.

    Enterprise add-on.
  • RA bill, change order and RERA checks

    Compares subcontractor running account (RA) bills and change orders with baseline drawings and RERA compliance filings for Indian real estate developers and EPC contractors, flagging timeline slips and overruns for sign-off.

    Enterprise add-on.
  • Construction milestone invoice checks

    Cross-checks contractor milestone and monthly progress invoices and their unapproved change orders against master EPC and FIDIC agreements, bills of quantities (BOQ) and site surveyor logs, and drafts audit-certified credit note corrigenda with verbatim citations.

    Enterprise add-on.
  • Owner review of contractor changes

    Compares contractor change requests and submissions with the exact executed contract clauses and current site evidence before an owner approves scope, schedule or budget changes.

    Enterprise add-on.
  • Facility owner contractor change review

    Reviews contractor changes against exact contract and site evidence for healthcare facility owners, keeping compliance and approval history across active facilities.

    Enterprise add-on.
  • Program change and claims review

    Traces every cost or schedule change to executed evidence and produces an auditable approval history for project owners.

    Enterprise add-on.
  • Megaproject contract-change assurance

    Keeps a cited, reviewable source of truth across contracts, schedules, field evidence and cost changes on large rail, energy and infrastructure programs.

    Enterprise add-on.
  • Construction claims evidence chronology

    Assembles contracts, change orders, invoices, site reports and approvals into a cited, human-reviewed chronology for construction claims.

    Enterprise add-on.
  • Hospital construction document review

    Reconciles change orders, regulations, site reports and equipment requirements for construction in occupied hospitals, keeping approvals available offline.

    Enterprise add-on.
  • Remote data center construction approvals

    Supports offline review of contractor instructions, quantities, cost changes and field evidence across large, remote multi-phase data center campuses.

    Enterprise add-on.
  • Offline field review and digital handover

    Lets project teams review document changes on site without connectivity and blocks approvals made against superseded documents.

    Enterprise add-on.
  • Remote-site evidence review

    Reviews remote-site project evidence offline, such as on renewable energy construction sites, and stops stale decisions after a source document is replaced.

    Enterprise add-on.
  • Field scope and quantity change tracking

    Keeps scope, quantity and allowance changes reviewable from the field for electrical and specialty subcontractors, even without reliable signal.

    Enterprise add-on.
  • Change orders carried into specs and scopes

    Carries a change order or design revision into the specification, schedule of works, scopes and subcontract packages so all of them stay in step, for contractors' contracts and document control teams and construction managers.

    Enterprise add-on.
  • Construction project state tracking

    Keeps plans, RFIs, change orders and meeting records reconciled with traceable, source-grounded changes, so the current project state and governing version are clear, for construction contractors and construction software vendors.

    Enterprise add-on.
  • Engineering and construction project change control

    Keeps engineering, EPC and construction specifications, contracts, project reports, approvals and change documents in sync under change control as project requirements change, recording each revision, what changed and why, for project controls, engineering operations, commercial and contract management teams.

    Enterprise add-on.
  • Real estate and infrastructure project documents

    Maintains controlled versions of real estate and infrastructure project contracts, change orders, project reports, approvals, specifications and meeting documentation, applying targeted updates as project information changes, for project management, contracts, legal and infrastructure operations teams.

    Enterprise add-on.
  • Change orders citing the entitlement clause

    Drafts change orders that cite the executed contract clause for entitlement, with a cost table, and flags any narrative figure it cannot trace to a source row.

    Enterprise add-on.

Construction RFIs, submittals and reports

Requests for information, submittals, daily and inspection reports, subcontractor records and other construction project paperwork.

8 included free19 Enterprise add-ons

  • Construction requests for information

    Drafts formal construction RFIs with the spec section and drawing reference, then applies the architect's answer as one reviewed edit and exports Word.

    Included freeHow to use it: Construction requests for information→
  • Construction daily field reports

    Turns a superintendent's rough field notes and phone photos into a branded daily report that a person approves and receives as a PDF.

    Included freeHow to use it: Construction daily field reports→
  • Construction inspection report revisions

    Applies targeted revisions inside a firm's branded inspection report template, keeps tables and photos, shows diffs for engineer approval and exports Word or PDF.

    Included freeHow to use it: Construction inspection report revisions→
  • Contractor submittals and change orders

    Drafts and updates construction submittals and change orders for contractors that enterprise construction software serves poorly.

    Included freeHow to use it: Contractor submittals and change orders→
  • Product substitution review

    Compares a contractor's product substitution request and cut sheets against the specification section and finish schedule, marks each requirement met, not met or unclear and drafts the response, for architecture firms' specification and construction administration teams.

    Included freeHow to use it: Product substitution review→
  • Construction submittal and spec review

    Reviews construction submittals against project specifications and edits the review documents for quality control and preconstruction teams.

    Included freeHow to use it: Construction submittal and spec review→
  • Construction RAMS per site

    Rewrites a risk assessment and method statement (RAMS) for each site, task and principal contractor from a library of previous ones, as UK sites require under CDM 2015.

    Included freeHow to use it: Construction RAMS per site→
  • Human sign-off on every AI edit

    Holds each proposed edit to construction and regulated aerospace and medical manufacturing documents as a before-and-after diff for approval, denial or revision, with approval state kept safely across restarts.

    Included freeHow to use it: Human sign-off on every AI edit→
  • Construction RFIs, submittals and reports

    Drafts RFIs, submittals, daily and inspection reports and change orders from project documents for project manager approval, for construction and engineering contractors, including teams using Procore or Autodesk Construction Cloud.

    Enterprise add-on.
  • Construction RFI and closeout packets

    Builds cited RFIs and closeout manuals from RFIs, submittals, drawings and change orders, updating only affected sections when a source changes.

    Enterprise add-on.
  • Subcontractor compliance and field reports

    Tracks subcontractor compliance documents, such as certificates of insurance and change orders, and prepares daily field reports.

    Enterprise add-on.
  • Subcontractor compliance registers

    Reads subcontractor contracts, change orders and invoices into a source-grounded vendor register, flags disagreements, checks them against rules you supply and holds every change for approval.

    Enterprise add-on.
  • Construction documents from project data

    Assembles change orders, RFIs, subcontractor scopes, safety plans, method-of-procedure documents, inspection and project reports and closeout binders from project data in approved templates, with accountable owners and audit history, for contractors, infrastructure operators and construction software providers.

    Enterprise add-on.
  • Editing inside construction platforms

    Edits change orders, subcontracts, submittals, RFIs, specification sections and handover documents inside construction project and document control platforms through an embedded API, including the Word files they output, for construction software vendors and document control and contract teams.

    Enterprise add-on.
  • Construction narrative project documents

    Revises Word-based scopes, RFIs, method statements and handover documents and returns an approved styled revision to the project platform.

    Enterprise add-on.
  • Linked construction contract packs

    Drafts a linked master subcontract, change orders, requests for information and payment applications, keeping every later document tied and cross-referenced to the agreement's real clause numbers as the project evolves, for general contractors and construction management firms.

    Enterprise add-on.
  • Subcontract analysis into redlined documents

    Turns vendor and subcontract agreement analysis into an edited, redlined and exportable document instead of a summary, for construction management and procurement platforms.

    Enterprise add-on.
  • Construction estimates, POs and contracts

    Generates estimates, purchase orders and contracts as outputs of construction ERP platforms.

    Enterprise add-on.
  • Construction project paperwork

    Handles invoices, change orders and inspection documents across construction projects.

    Enterprise add-on.
  • Construction weekly status brief

    Combines site notes, invoices and change orders into a weekly status brief and surfaces change orders that break the baseline, for general contractors' project controls teams.

    Enterprise add-on.
  • Construction and infrastructure progress reports

    Assembles and updates recurring weekly or monthly construction and infrastructure progress reports, risk summaries, milestone reports and stakeholder packs, keeping structure, surfacing contradictory milestone dates, changing only affected sections, for project controls teams, including at Indian construction and infrastructure firms.

    Enterprise add-on.
  • Submittal registers and transmittal packets

    Keeps construction submittal registers, checks submitted products against specifications with evidence and builds transmittal packets after reviewer approval.

    Enterprise add-on.
  • Residential builder client documentation

    Assembles progress updates, variation requests, warranty packets and handover documents for residential builders, such as those in Australia, in one consistent format with a paper trail for disputes.

    Enterprise add-on.
  • Photo-backed contractor estimates

    Drafts branded itemized estimates from site-visit notes and photos, with each priced line showing the photo that justifies it.

    Enterprise add-on.
  • Data-centre construction documentation

    Keeps data-centre construction and document-control files accurate and current as designs and requirements change.

    Enterprise add-on.
  • Site safety plans and toolbox talks

    Creates a site-specific safety plan and weekly multilingual toolbox talks from the project scope, then drafts incident reports and proposes narrow plan revisions.

    Enterprise add-on.
  • Closeout manual with missing items by subcontractor

    Reads a closeout specification, matches received documents to each requirement, builds the operation and maintenance manual index and lists missing items by responsible subcontractor.

    Enterprise add-on.

Lease abstraction and checks

Extracting lease terms into registers and abstracts, and checking leases against amendments, estoppels, rent rolls and charges.

1 included free13 Enterprise add-ons

  • Lease and title due diligence

    Compares commercial leases with estoppel certificates, amendments and property assessments to verify exclusivity clauses and rent escalations.

    Included freeHow to use it: Lease and title due diligence→
  • Lease registers of current terms

    For: property management firmslease-heavy tenants

    Abstracts commercial leases into a grounded, maintained portfolio register of current terms, owed amounts and renewal options across amendments, side letters and rent reviews, for commercial real estate firms, asset managers and lease administration, real estate operations and legal teams.

    Enterprise add-on.
  • Lease terms traced to the clause that set them

    Abstracts lease terms across the lease, years of amendments, estoppels and side letters, tracing every current term to the exact clause or amendment that set it, for lease administration teams at brokerages and REITs, and corporate real estate teams.

    Enterprise add-on.
  • Lease abstraction and amendment conflict checks

    For: property owners

    Abstracts commercial leases, checks amendments, exhibits, assignments, CAM notices and renewals against them, flags rent, escalation, service-charge, break, termination and option conflicts with exact citations, keeping abstracts current, for lease administration, acquisition and asset management teams at real estate firms.

    Enterprise add-on.
  • Lease abstract updates after amendments

    Finds lease abstracts, financial summaries and amendment-driven reports made stale by a signed amendment or renewal and updates them in place, section by section, surfacing changed clauses and dates, for commercial real estate firms and asset and property managers.

    Enterprise add-on.
  • Lease abstraction and changes across the lease file

    Carries one lease change into every affected document in the file across a portfolio, updating clauses, property fields, amendments, estoppels, notices and letters, leaving unrelated terms untouched, for REITs, property managers, lease administration, transaction, real estate operations and legal teams.

    Enterprise add-on.
  • Lease abstraction into structured data

    Extracts key terms from 40 to 80 page commercial leases into structured summaries or data for lease management systems, reviewed by a person before filing, for lease administrators, property managers and commercial real estate back offices.

    Enterprise add-on.
  • Lease abstraction for acquired buildings

    Extracts and verifies clauses, dates and tenant obligations from legacy lease PDFs when a building is acquired, for property management and portfolio teams.

    Enterprise add-on.
  • Lease abstraction and rent roll register

    Builds a rent roll and lease abstraction register that catches escalation and co-tenancy conflicts across lease amendments, for real estate investment trusts and asset managers.

    Enterprise add-on.
  • Lease CAM reconciliation and settlements

    Reconciles commercial lease terms, rent schedules and allowances against rent rolls and CAM charge invoices across a portfolio, flags unauthorised pass-through costs, inconsistencies and compliance issues, and produces annual CAM settlement packages.

    Enterprise add-on.
  • Real estate portfolio lease checks

    Detects renewal contradictions across leases, amendments and tenant correspondence and flags expiring insurance certificates across a portfolio.

    Enterprise add-on.
  • Lease and estoppel certificate auditing

    Cross-checks lease terms against returned tenant estoppel certificates and produces a variance register citing paragraph numbers.

    Enterprise add-on.
  • Lease abstraction and amendment drafting

    Abstracts commercial leases and drafts amendments, renewals and estoppels from the abstracted lease data as a property portfolio grows, for commercial real estate lease administration teams.

    Enterprise add-on.
  • Estoppel certificates in batches

    Fills estoppel certificates and cover letters from each tenant's lease, tracks returns and summarises exceptions in the marked-up certificates.

    Enterprise add-on.

Lease drafting and amendments

Drafting leases, amendments, renewals and riders, and making targeted clause edits across leases.

2 included free11 Enterprise add-ons

  • Lease agreements and amendments

    Edits the single changed clause, such as term, seat count or rate, in each flexible workspace or property lease amendment against a standard template.

    Included freeHow to use it: Lease agreements and amendments→
  • Commercial lease and transaction documents

    Customises lease and purchase agreement templates per deal, editing rent schedules and payment tables while preserving page layout.

    Included freeHow to use it: Commercial lease and transaction documents→
  • Leases from deal terms and letters of intent

    Drafts commercial leases and amendments from structured deal terms or an agreed letter of intent, carrying rent schedules, escalations and allowances into the master lease with exact numbers, for commercial real estate firms, brokers and developers.

    Enterprise add-on.
  • Tracked-change lease amendments

    For: property managerslease software

    Drafts lease amendments for rent escalations, CAM pass-through or service-charge adjustments, renewals, term changes and subleases as tracked changes against the original for approval, keeping the rest intact, for lease administrators and commercial real estate owners.

    Enterprise add-on.
  • Lease clause updates across portfolios

    Makes targeted rent escalation and renewal clause updates across large lease portfolios without breaking formatting.

    Enterprise add-on.
  • Multifamily lease renewal redlining

    Redlines near-identical lease renewals at scale for US multifamily property managers, editing rent escalation clauses, local addenda and renewal terms per property and tenant.

    Enterprise add-on.
  • Non-standard lease riders

    Rewrites non-standard lease riders inside lease software while keeping statutory clauses and the template intact.

    Enterprise add-on.
  • Lease and notice documents in property software

    Generates and customises leases, renewal notices and resident letters inside property management software through an embedded API.

    Enterprise add-on.
  • Lease and closing document terms

    Edits only the rent, term and addendum sections of leases and closing documents, keeps negotiated custom clauses and exports for e-signature, for brokerages, property managers and property software companies.

    Enterprise add-on.
  • Commercial lease redlines and closing packages

    Edits commercial lease redlines and addenda, drafts standard clauses and assembles 30 to 50 document closing packages with the full negotiation history.

    Enterprise add-on.
  • Lease and inspection documents

    Prepares leases, applications and inspection reports with their supporting documents, for property managers, brokerages and real estate companies.

    Enterprise add-on.
  • Residential lease disclosure packs

    Works out which disclosures a residential lease needs in each US jurisdiction covered, refuses to draft when a needed fact is missing, and assembles the lease with its disclosures.

    Enterprise add-on.
  • Site acquisition packets across similar sites

    Assembles a per-site acquisition packet of lease, access agreement, planning application, survey report and annexes, and applies terms negotiated on one site across similar sites with a variance report.

    Enterprise add-on.

Closing packets and title

Real estate and mortgage closing documents, escrow and title paperwork, and land and deed record checks.

3 included free16 Enterprise add-ons

  • Closing document reconciliation

    Reconciles closing documents, proposes approval-gated edits to fix mismatches and exports the reviewed DOCX.

    Included freeHow to use it: Closing document reconciliation→
  • Real estate closing package changes

    Propagates last-minute changes, such as closing dates and names, through purchase agreements, disclosures and lender documents in a closing package, for title companies and escrow agents.

    Included freeHow to use it: Real estate closing package changes→
  • Deed and survey contradiction flags

    Flags contradictions, such as a missed easement, between historical deeds and modern surveys, for title insurers and commercial real estate brokerages.

    Included freeHow to use it: Deed and survey contradiction flags→
  • Closing packets and disclosures

    Prepares, fills and edits real estate and mortgage closing packets, purchase agreements, disclosures and addenda with field and table fidelity, with agent or lender approval before sending, for title companies, title insurers, lenders, agents, brokerages and transaction platforms.

    Enterprise add-on.
  • Real estate transaction file reconciliation and closing briefs

    Reconciles a transaction file's purchase agreements, title commitments, inspection reports, HOA disclosures, loan estimates, ancillary service contracts and addenda, extracting dates, parties, property descriptions and amounts, surfacing disagreements in a sourced closing brief, for brokerages, transaction coordinators and property platforms.

    Enterprise add-on.
  • Mortgage closing file reconciliation

    Compares key values across every document in a mortgage closing file, grades each difference by severity and writes a variance memo and correction list.

    Enterprise add-on.
  • Real-estate deal document checks

    Reads a folder of real-estate deal documents, extracts cited facts, finds contradictions, checks your rules, and pauses for approval of each finding.

    Enterprise add-on.
  • Closing disclosure personalization

    Merges buyer, property and loan details into closing disclosures per transaction, then keeps formatting and pagination consistent without retyping figures, for title insurance and escrow companies.

    Enterprise add-on.
  • Mortgage eClosing package corrections

    Makes targeted, quality-controlled corrections to errors and missing items in digital mortgage closing packages before funding.

    Enterprise add-on.
  • Escrow and title closing packets

    Edits conditional closing requirements in escrow instructions, title documents and loan closing packets as each party's sign-off arrives.

    Enterprise add-on.
  • Title and closing document amendments

    Amends Schedule B exceptions, tax liens and requirements after clearance, legal property descriptions, prorations, tax-clearance language and escrow terms in live title and closing documents.

    Enterprise add-on.
  • US real estate closing document edits

    Adds deal-specific language to leases, closing disclosures and addenda as tracked changes without breaking clause structure, for US title and escrow closing platforms.

    Enterprise add-on.
  • Title and escrow closing documents

    Turns title commitments, deeds, property records and closing documents into structured, audit-ready records.

    Enterprise add-on.
  • Real estate transaction file management

    Tracks revisions to purchase agreements, inspection reports, disclosures and addenda so US title companies and transaction coordinators see what is current before closing.

    Enterprise add-on.
  • Land title reconciliation

    Compares a parcel's sale deed, partition deed, passbook, mutation record and encumbrance certificate in Indian land records, such as Telangana's and Andhra Pradesh's, flagging every disagreement before lending or purchase, for housing finance companies and title verification firms.

    Enterprise add-on.
  • Property title diligence reports

    Summarises sale-deed chains, encumbrance certificates and khata extracts into a cited title report.

    Enterprise add-on.
  • Title underwriting reconciliation

    Reconciles title documents and exceptions during title insurance underwriting.

    Enterprise add-on.
  • Condo and HOA resale disclosure packets

    Builds a resale disclosure packet for each unit from the association record, with an index and a certificate stating what is included and what is unavailable.

    Enterprise add-on.
  • Landowner notices from a parcel register

    Merges a right-of-way parcel register into landowner notices with legal descriptions and statutory text in each owner's language, holding back records that are incomplete.

    Enterprise add-on.

Sale, rental and brokerage agreements

Property sale, purchase and rental agreements, addenda, offers and other documents for brokerages, builders and property teams.

6 included free10 Enterprise add-ons

  • Real estate builder boilerplate agreements

    Edits the static boilerplate templates, stamp duty and registration paperwork of regional real estate builders.

    Included freeHow to use it: Real estate builder boilerplate agreements→
  • Real estate, PG and coliving agency documents

    Edits the document-heavy paperwork of real estate agencies, paying-guest (PG) aggregators and coliving operators.

    Included freeHow to use it: Real estate, PG and coliving agency documents→
  • Offers and inspection notices

    Drafts offers, inspection notices and other agent transaction documents for small residential real estate teams, so each deal stops being copied from the last one.

    Included freeHow to use it: Offers and inspection notices→
  • State-specific home purchase agreement addenda

    Drafts addenda that cite the original purchase agreement and change only the inspection, post-inspection price, financing, date or contingency terms, with human approval, for brokerages, transaction coordinators, title companies, high-volume home buyers and real estate platforms.

    Included freeHow to use it: State-specific home purchase agreement addenda→
  • Real estate agreement review

    Reviews lease, sale and vendor agreements for changed terms, inconsistencies and sections needing human approval.

    Included freeHow to use it: Real estate agreement review→
  • Boutique brokerage client documents

    Drafts listing materials, letters of intent (LOIs) and client proposals for boutique US Mid-Atlantic commercial real estate brokerages whose small teams have no operations staff.

    Included freeHow to use it: Boutique brokerage client documents→
  • Sale and rental agreements at volume

    Drafts deal-specific sale and rental agreements, including e-stamped rental agreements in India, from reusable templates at volume, with fast targeted edits to agreements, amendments and disclosures for proptech legal and operations teams.

    Enterprise add-on.
  • Property developer and CRE operator agreements and handover documents

    Changes only property, project, customer, tenant, name, date and payment details in templated booking documents, leases, sale deeds, rental and handover agreements, notices and amendments, keeping formatting and legal structure for auditable sign-off, for developers' legal and sales operations teams.

    Enterprise add-on.
  • Rental agreement generation and review

    Generates editable rental agreements from structured facts, highlights missing or conflicting terms and requires approval before export.

    Enterprise add-on.
  • HOA governing document amendments

    Drafts amendments to HOA covenants (CC&Rs) and bylaws with recitals and old-versus-new text for the exact sections, ready for the vote record, notary and county recording, serving community association managers and association attorneys.

    Enterprise add-on.
  • Clause edits to standard transaction documents

    Makes clause-level edits to standard real estate purchase agreements, contracts, disclosures and amendments for each property and client, preserving key sections and form layout, with agent and broker approval, for brokerages and transaction software vendors and platforms.

    Enterprise add-on.
  • Transaction documents from property data

    Generates and updates leases, rental and sale agreements, disclosures, broker agreements, property proposals, property and inspection reports and closing packs from property and transaction data, for real estate services firms and, via API, proptech, property management and rental platforms.

    Enterprise add-on.
  • Real estate purchase contracts

    Fills and amends purchase contracts for US brokerages, such as in New Hampshire, from deeds, tax records, permits and MLS data gathered by AI agents.

    Enterprise add-on.
  • Property sale agreement redlining

    Redlines property sale agreements through iterative negotiation rounds between the parties' advocates, as in India, where independent advocates draft them.

    Enterprise add-on.
  • Leases and purchase contracts from LOIs

    Extracts terms from a signed letter of intent, drafts a lease or purchase agreement from your standard form and maps any terms it could not place.

    Enterprise add-on.
  • Tenant notices by jurisdiction

    Generates the tenant notice a property record and jurisdiction require, computes the required dates and refuses notices whose timing is invalid, for property managers.

    Enterprise add-on.

Specifications, tenders and bids

Project specifications and addenda, tender and bid documents, and evaluation of vendor and tender responses.

7 included free18 Enterprise add-ons

  • Construction RFI and spec management

    Updates the master specification from new RFIs, change orders and site documents without overwriting earlier decisions.

    Included freeHow to use it: Construction RFI and spec management→
  • Word-based building specifications

    Updates a reused Word building specification by instruction, swapping product names and checking code references for consistency.

    Included freeHow to use it: Word-based building specifications→
  • Architecture specification editing

    Applies a material or system change to the one specification section where it belongs, not across the whole document.

    Included freeHow to use it: Architecture specification editing→
  • Infrastructure tender and change-order documents

    Compares tender, technical and commercial documents and edits only the affected sections of bid or change-order templates.

    Included freeHow to use it: Infrastructure tender and change-order documents→
  • Technical tenders after scope changes

    Revises technical tender proposals and compliance documents for Australian water and wastewater engineering firms serving mining, infrastructure and manufacturing when the customer changes scope.

    Included freeHow to use it: Technical tenders after scope changes→
  • EPC tender responses and change documentation

    Assembles tender-specific bid narratives from approved capability material and drafts contract change documents for awarded projects.

    Included freeHow to use it: EPC tender responses and change documentation→
  • Tender and project document analysis

    Analyzes tender and project documents to pick out key requirements, detect inconsistencies and flag changes.

    Included freeHow to use it: Tender and project document analysis→
  • Construction project specification production

    Assembles and edits 100 to 300 MasterFormat specification sections per project from AIA MasterSpec, Specpoint or UFGS Word sets, making coordination edits across files while keeping section numbering intact.

    Enterprise add-on.
  • Specification addenda carried through submittals

    Carries each addendum change into the affected specification sections, submittals and subcontractor scopes across thousands of pages of construction specifications, so no change is missed, for general contractors, document control managers and construction software vendors.

    Enterprise add-on.
  • Specification changes through submittals

    Edits and re-routes the submittals, method statements and subcontractor scopes that reference a changed specification section, keeping the approval trail.

    Enterprise add-on.
  • Construction specification addenda

    Applies an addendum's product change across the affected sections of a MasterFormat project specification during bidding and shows the rest of the specification is unchanged.

    Enterprise add-on.
  • Construction spec and addenda conflicts

    Detects where construction specifications, drawings and mid-tender addenda disagree across numbered sections.

    Enterprise add-on.
  • Specification books and marked-up submittals

    Rewrites one section of a long project specification, applies reviewer PDF markups and proves the other pages are unchanged.

    Enterprise add-on.
  • Tender and eligibility compliance desk

    Assembles tender and procurement responses that comply with strict formatting and eligibility templates, for EPC and engineering firms, government contractors and industrial firms' tendering departments.

    Enterprise add-on.
  • Tender documentation change propagation

    Propagates a specification change through tender packages, method statements and schedules so no document is left inconsistent, for engineering consultancies and construction cost managers.

    Enterprise add-on.
  • Construction bid packages and scope sheets

    Produces scope sheets, bid-levelling sheets and vendor qualification packets from structured bid data, for pre-construction platforms and general contractors.

    Enterprise add-on.
  • Tender documents from portfolio decks

    Turns an architecture practice's portfolio deck into a formal written tender submission for institutional projects.

    Enterprise add-on.
  • Bid tabulation and award memos

    Tabulates competing procurement bids, traces scores to quoted bid text, catches non-responsive bids and drafts an award memo that debrief letters cannot contradict.

    Enterprise add-on.
  • Procurement and tender document analysis

    Extracts facts with source provenance from procurement and tender documents, retrieves supporting evidence through vector search and detects conflicts across related documents.

    Enterprise add-on.
  • Vendor response evaluation

    Evaluates vendor RFP responses against a master requirement set, quotes the vendor's exact wording for each compliance gap or missing answer for reviewer approval, and exports a comparison matrix report in Word.

    Enterprise add-on.
  • Tender evaluation and award memos

    Compares tender responses, traces each score to bid evidence and prepares a defensible sourcing decision memo, for procurement category managers.

    Enterprise add-on.
  • Vendor RFP and security questionnaire review

    Checks vendor RFP responses, questionnaires and SOWs against internal requirements and flags missing or inconsistent information.

    Enterprise add-on.
  • Tender to supplier contract documents

    Moves from tender evaluation to sourcing summaries and supplier contract documents.

    Enterprise add-on.
  • Tender documents from a requirements intake

    Turns a requirements intake into a buyer's tender document with scope, weighted evaluation criteria, response templates, terms and instructions, and checks for contradictions before issue.

    Enterprise add-on.
  • Specification sections with cross-references repaired

    Edits construction specification sections by instruction, keeps article numbering intact, repairs broken cross-references and assembles the project manual with a generated contents table.

    Enterprise add-on.

Procurement and supplier documents

Supplier contracts, purchase orders, onboarding files and supplier reviews checked, reconciled and kept current.

6 included free16 Enterprise add-ons

  • Procurement document mismatch checks

    Compares contracts, purchase orders and supplier documents for mismatched prices, quantities and dates.

    Included freeHow to use it: Procurement document mismatch checks→
  • Vendor renewal playbook checks

    Checks vendor contract renewals for SLA terms that contradict the master procurement playbook.

    Included freeHow to use it: Vendor renewal playbook checks→
  • Supplier contract conflict and compliance briefs

    Checks supplier contracts, forms and amendments against each other and against operational documents for conflicts and exceptions, and drafts a reviewable compliance or negotiation brief, for procurement and vendor management teams and procurement software vendors.

    Included freeHow to use it: Supplier contract conflict and compliance briefs→
  • Subcontractor agreement updates

    Edits only the payment, scope, milestone or liability clauses of an existing vendor or subcontract agreement at construction and EPC firms when terms change.

    Included freeHow to use it: Subcontractor agreement updates→
  • Tier-1 supplier PO amendments against specs

    Audits incoming Tier-1 supplier purchase order amendments and component spec sheets against baseline engineering specs at Indian automotive OEMs and industrial manufacturers, highlighting cost or tolerance changes for sign-off.

    Included freeHow to use it: Tier-1 supplier PO amendments against specs→
  • Procurement and vendor-governance packs

    Applies approved updates to supplier assessments, exception memos, onboarding documents and renewal packs while preserving the rest.

    Included freeHow to use it: Procurement and vendor-governance packs→
  • Vendor contract reconciliation

    Reconciles vendor MSAs, amendments and invoices, detects rate mismatches and conflicting renewal terms, and produces a grounded register.

    Enterprise add-on.
  • Procurement contract reconciliation

    Reconciles contradictions across procurement documents into a cited contract register, checks compliance rules and isolates hidden instructions as findings.

    Enterprise add-on.
  • Procurement obligations and rates register

    Reads vendor contracts, amendments, statements of work and invoices, checks them against a procurement playbook and keeps a cited obligations-and-rates register current.

    Enterprise add-on.
  • Purchase order terms conflict checks

    Compares a purchase order with a supplier's acknowledgement clause by clause, quotes both sides of each conflict, reports where one side is silent and says which document likely governs.

    Enterprise add-on.
  • Supplier agreements from procurement data

    Generates and amends supplier agreements, statements of work, purchase agreements, onboarding packs and RFx documents from procurement and supplier data inside the company's own templates, for procurement and supplier management teams, including at conglomerates and manufacturers, and procurement software providers.

    Enterprise add-on.
  • Supplier MSA pricing amendments

    Applies a negotiated price or term change to a supplier MSA's pricing schedule as an add-on to existing procurement systems.

    Enterprise add-on.
  • Supplier PO and RFQ change documents

    Updates price, quantity, date, delivery, availability and term sections in RFQ packages, PO change notices and supplier letters for buyer approval before issue, kept as approved change records, for procurement operations teams and procurement automation software companies.

    Enterprise add-on.
  • Supplier document review and approval

    Reviews supplier contracts, quotes and purchase documents and runs them through approval workflows for procurement and source-to-pay teams at large enterprises and for procurement platforms.

    Enterprise add-on.
  • Supplier onboarding packages

    Compiles supplier certificates, tax, banking and compliance documents into an onboarding package, checks them against purchasing requirements, flags missing information and readies it for review and approval, for purchasing, procurement and supplier management teams at large enterprises.

    Enterprise add-on.
  • Vendor onboarding and compliance documents

    Collects supplier information, generates onboarding and compliance documents, assigns owners and tracks missing evidence, for enterprise procurement teams and manufacturers.

    Enterprise add-on.
  • Vendor onboarding document normalisation

    Normalises supplier onboarding documents such as GST certificates, PAN and bank details from hundreds of suppliers into a standard schema and flags missing fields, for procurement and supply chain teams.

    Enterprise add-on.
  • Supplier due diligence files

    Keeps supplier due diligence documents updated as new evidence comes in.

    Enterprise add-on.
  • Supplier briefs

    Pulls cited claims from a pile of supplier documents, checks your rules, drafts a supplier brief, updates it as new documents arrive and commits nothing until a person approves.

    Enterprise add-on.
  • Supplier ESG and conduct reviews

    Runs the yearly supplier ESG and code-of-conduct cycle, issuing tier-specific questionnaires, reviewing responses behind a human review gate and drafting follow-up letters quoting actual answers.

    Enterprise add-on.
  • Supplier specs normalised into house documents

    Reads supplier specifications from scans, Word files, spreadsheets and photographs, extracts the fields, reissues each as the retailer's house spec document and lists unreadable or missing items.

    Enterprise add-on.
  • Agricultural supply and certification documents

    Produces agricultural supply contracts and organic or fair-trade certification files, linking each piece of certification evidence to the standard clause it supports.

    Enterprise add-on.

Freight, customs and trade documents

Freight invoices and contracts, bills of lading, customs and shipping documents, and port and maritime paperwork.

7 included free18 Enterprise add-ons

  • Freight rate and surcharge amendments

    Drafts fuel-surcharge, lane-rate, quarterly rate-card, scope and SLA amendments to existing carrier and freight contracts without renegotiating the whole contract, keeping approved liability clauses intact, for 3PLs, freight brokers, logistics software platforms and Indian freight forwarders.

    Included freeHow to use it: Freight rate and surcharge amendments→
  • Vendor and logistics agreement amendments

    Compares an old vendor contract with its amendment and suggests exactly what must change for new prices, service rules or conditions.

    Included freeHow to use it: Vendor and logistics agreement amendments→
  • Logistics customer contracts and SOPs

    Updates a customer's existing agreement or SOP when rates, lanes, service levels or escalation processes change, with review before final.

    Included freeHow to use it: Logistics customer contracts and SOPs→
  • Trade document checks and corrections

    Checks bills of lading, customs and shipping documents, certificates, and export commercial invoices, packing lists and letter-of-credit certificates for mismatched values, and makes targeted, approved corrections, for logistics and trade operations teams, freight forwarders and customs brokers.

    Included freeHow to use it: Trade document checks and corrections→
  • Bill of lading and shipping document reconciliation

    Reconciles bills of lading, cross-border shipping manifests and customs declarations against the original purchase orders, flagging mismatches before they become invoice disputes, for logistics, supply chain and operations control teams.

    Included freeHow to use it: Bill of lading and shipping document reconciliation→
  • Shipping documents after shipment changes

    Updates the customs, shipping and trade documents affected when shipment or consignment details change and readies them for documentation and compliance review, for digital freight forwarders, customs technology teams and trade and documentation operations at shipping and logistics companies.

    Included freeHow to use it: Shipping documents after shipment changes→
  • Agent-prepared hardware procurement paperwork

    Lets AI agents at hardware procurement and logistics firms, such as in India, prepare customs paperwork and match invoices against POs through the API or MCP, with no person clicking through screens.

    Included freeHow to use it: Agent-prepared hardware procurement paperwork→
  • Freight invoice audit

    For: shippersfreight audit providers

    Reconciles carrier invoices, rate confirmations and bills of lading against rate agreements and audit rules, catching wrong lane rates, off-schedule accessorials and fuel surcharges outside the index band, and drafts source-traced dispute letters, credit or audit memos citing the clause.

    Enterprise add-on.
  • Freight document analysis

    Watches an inbox of freight documents, gathers cited facts into one register, checks them against rules and asks a person to approve.

    Enterprise add-on.
  • Freight carrier contract redlining

    Redlines carrier agreements, rate confirmations and accessorial schedules clause by clause against a shipper's negotiation playbook, adding fallback wording only where the carrier's position is unacceptable, and exports a reviewed Word file, for shipper procurement teams, freight platforms and brokerages.

    Enterprise add-on.
  • Freight damage claim packets

    Assembles freight damage claim packets from proofs of delivery, invoices, damage photos and repair quotes, with an index, a follow-up letter and PDF export, for shippers, freight carriers, logistics providers and 3PLs.

    Enterprise add-on.
  • Electronic bill of lading amendments

    Applies a requested correction to an electronic bill of lading or trade document, keeps the rest intact, and holds it for authorized review.

    Enterprise add-on.
  • Customs entry exception fixes

    Proposes the minimum, format-preserving correction to a commercial or customs document flagged in a customs entry exception, shows a diff for importer, broker or reviewer approval, for customs brokers, trade compliance platforms and digital freight forwarders.

    Enterprise add-on.
  • Supply chain document discrepancy fixes

    Opens the invoice, contract or shipment document behind a detected inconsistency and proposes the correction for operator or supplier approval.

    Enterprise add-on.
  • Freight document edits before delivery

    Applies a short instruction to generated freight invoices and shipment documents with format kept, for operator review before they reach the customer.

    Enterprise add-on.
  • Customs declaration checks

    For: manufacturersglobal logistics companies

    Surfaces quantity and HS code mismatches across purchase orders, Incoterms revisions, tariff classifications, bills of lading, packing lists and manifests before they trigger customs impounds, and drafts compliant customs declarations with a customs discrepancy clearance dossier.

    Enterprise add-on.
  • Customs and tariff document audits

    Checks bills of lading, commercial invoices, origin certificates and classification documents against import and export rules, for freight forwarders and logistics providers.

    Enterprise add-on.
  • Port disbursement account preparation

    Applies tariffs and exceptions to proforma and final disbursement accounts, edits only affected lines, keeps the layout and leaves approval to people, for port-cost software providers and ship agents.

    Enterprise add-on.
  • Maritime compliance documents and vessel logs

    Keeps maritime compliance documentation and vessel logs current with an audit trail for cross-border port requirements, for shipping lines and fleet operations teams.

    Enterprise add-on.
  • Dangerous goods declarations from shipment data

    Generates dangerous goods declarations and shipping instructions on your template from shipment and hazard classification data, for shippers and freight forwarders.

    Enterprise add-on.
  • Export document sets from one booking record

    Generates the export document set for a shipment from one booking record, including invoices, packing list, certificate of origin and letter-of-credit checklist, reports fields that disagree and carries a single correction into each document holding that field.

    Enterprise add-on.
  • Demurrage and detention dispute letters

    Turns a carrier invoice, interchange records and the contract into a dispute letter per container with a timeline diagram, the governing clause and the disputed amount, batched for review.

    Enterprise add-on.
  • Proforma invoices into shipping packets

    Generates a proforma invoice, commercial invoice and customs value declaration from an order, setting currency, Incoterm and tax by destination, and updates them when the destination changes.

    Enterprise add-on.
  • Charter party and shipping document redlines

    Redlines charter parties and bills of lading using the maritime trade's clause naming conventions, with each change held for a person to approve.

    Enterprise add-on.
  • Crew and port clearance packets

    Assembles crew certificates, port clearance papers and manifests to each port's requirements, tracking where ports differ, for ship agents and vessel operators.

    Enterprise add-on.

Manufacturing quality, SOPs and manuals

Quality records, SOPs, supplier quality dossiers, regulated manufacturing documents, operator cards and product manuals.

10 included free29 Enterprise add-ons

  • Aerospace supplier documentation compliance

    Compares supplier specifications, certificates and inspection reports against approved requirements and prepares corrections or review packages.

    Included freeHow to use it: Aerospace supplier documentation compliance→
  • Manufacturing spec and BOM documentation

    Reconciles engineering specifications, bills of materials and revision notes across documents.

    Included freeHow to use it: Manufacturing spec and BOM documentation→
  • Factory acceptance test protocols

    Builds factory acceptance test protocols for equipment builders and systems integrators.

    Included freeHow to use it: Factory acceptance test protocols→
  • Packaging line changeover cards

    Turns cartoner setup and service manuals into short operator cards for clearing feeder obstructions at fast-change packaging machines.

    Included freeHow to use it: Packaging line changeover cards→
  • Fixture replacement and torque cards

    Turns torque-tool and fixture manuals into operator cards for replacing fixtures and verifying torque, flagging conflicting values and conditions, for automotive assembly manufacturing engineers.

    Included freeHow to use it: Fixture replacement and torque cards→
  • Warehouse automation fault cards

    Turns sortation and mobile-robot maintenance manuals into operator cards for clearing divert and conveyor faults, with branches and escalation points.

    Included freeHow to use it: Warehouse automation fault cards→
  • Hardware product manuals

    Updates user manuals for hardware products when models or specifications change.

    Included freeHow to use it: Hardware product manuals→
  • HACCP food-safety plan drafting

    Drafts HACCP food-safety plans for Indian and other food and beverage businesses from their process details.

    Included freeHow to use it: HACCP food-safety plan drafting→
  • Gemstone certification and trade paperwork

    Edits gemstone certification documents, supplier contracts and invoices while keeping certificate fields and figures exactly intact.

    Included freeHow to use it: Gemstone certification and trade paperwork→
  • Flooring and roofing sales documents

    Prepares quotations, product specifications, installation guides and warranty documents for Indian flooring and roofing sellers before they reach the customer.

    Included freeHow to use it: Flooring and roofing sales documents→
  • Controlled documents a change affects

    Finds every SOP, supplier quality manual and controlled document a process, component spec or ISO standard change affects and proposes precise, consistent edits for review and approval by quality and supply chain teams at hardware and other manufacturers.

    Enterprise add-on.
  • SOP changes into work instructions and training

    Updates SOPs, work instructions, training materials and local-language variants after part, process or SOP changes in manufacturing, medical device, aerospace, pharma and BRCGS-regulated food production, logging what changed and why, with approval, for quality and technical publication teams.

    Enterprise add-on.
  • Site-specific SOP variant updates

    Applies one process change to every site-specific variant of a regulated SOP in pharma or food manufacturing, with a change history auditors can read.

    Enterprise add-on.
  • ISO quality manual and SOP upkeep

    Makes targeted edits to an ISO 9001 quality manual and SOPs kept in Word after an audit finding or process change, with a named approver and format-preserving export to the controlled file.

    Enterprise add-on.
  • Manufacturing validation packets

    Revises regulated manufacturing validation packets while keeping an evidence trail for quality review.

    Enterprise add-on.
  • CAPA and 8D corrective action reports

    Turns incident reports, containment, root causes, corrective actions and prevention notes into the eight sections of a standard-compliant, audit-ready 8D report, exported as PDF, for manufacturing quality teams and quality directors.

    Enterprise add-on.
  • Deviation and CAPA documentation

    Prepares deviation reports, investigations and CAPA records from a manufacturing deviation analysis using approved templates, for quality management platforms and quality engineering teams.

    Enterprise add-on.
  • PPAP, 8D, FMEA drafting

    For: suppliersQMS platforms

    Drafts FMEA tables and PPAP or 8D sections onto each customer's OEM template from engineer input, calculating risk priority numbers and asking for missing ratings, never guessing, for supplier quality teams at automotive, EV and manufacturing suppliers, including in India.

    Enterprise add-on.
  • Tier 1 automotive PPAP and 8D supplier quality dossiers

    Assembles PPAP and 8D dossiers on the OEM's required template, building FMEA tables, calculating risk priority numbers, enforcing 8D root-cause structure and checking corrective actions trace to failure modes, for supplier quality teams at automotive and industrial manufacturers.

    Enterprise add-on.
  • Supplier quality documents

    Maintains the written sections of supplier quality documents such as PPAP, 8D and FMEA reports.

    Enterprise add-on.
  • Regulated documents generated at volume

    Generates the same regulated document for thousands of aircraft parts under AS9100, fund investors or insurance policies, with real footnotes, comments and page-number headers on export.

    Enterprise add-on.
  • Quality control documentation checks

    Checks equipment data plates and safety incident reports against mandated ISO standards.

    Enterprise add-on.
  • Automotive supply chain ISO compliance

    Tracks component-level regulatory and ISO changes across compliance documents for plants in several countries.

    Enterprise add-on.
  • Supply chain quality documentation

    Maintains manufacturing and supply chain quality documents for quality, compliance and operations teams at industrial and automotive manufacturers.

    Enterprise add-on.
  • Manufacturing job-work document registers

    Watches a folder of manufacturing job-work purchase orders, challans, invoices and QC reports, extracts facts backed by verbatim quotes, flags conflicts and rule violations, and keeps a job file register.

    Enterprise add-on.
  • Job-work compliance packs

    Edits the registers, annexures and covering letters produced when jewellery and manufacturing job-work purchase orders, delivery challans, invoices and QC reports are reconciled.

    Enterprise add-on.
  • Repair order narratives

    Turns technician repair notes and diagnostic codes into complaint, cause and correction narratives, flagging missing elements instead of inventing facts.

    Enterprise add-on.
  • Apparel technical packs

    Builds apparel technical packs with graded measurement tables, bills of materials, construction notes and flat sketches from a style file.

    Enterprise add-on.
  • Equipment manual quick-reference sheets

    Turns a long equipment manual into a reviewed two-page operator quick-reference sheet for plant teams, checking every critical value, safety instruction and page citation against the manual before export.

    Enterprise add-on.
  • Conveyor jam quick-reference cards

    Turns sanitation and conveyor manuals into source-cited quick-reference cards for clearing belt jams, with lockout steps and torque values kept exact, for food processing plant maintenance leads.

    Enterprise add-on.
  • Pump and compressor service cards

    Turns pump and compressor service manuals into source-linked isolate, inspect and restart sequences that guard against stored-energy release, for industrial maintenance reliability technicians.

    Enterprise add-on.
  • Semiconductor tool recovery cards

    Turns semiconductor tool maintenance manuals into operator cards for recovering wafer-handling jams, citing the manual's own text as evidence.

    Enterprise add-on.
  • Chemical line-break procedure cards

    Turns pump and valve line-break procedures into operator cards for isolating blocked transfer lines, keeping safety wording intact for PSM and MOC reviews.

    Enterprise add-on.
  • Switchgear inspection and reset cards

    Turns switchgear manuals into traceable cards for controlled inspection and reset, standardised across a utility's field service fleet.

    Enterprise add-on.
  • Work instructions refreshed from new station photos

    Swaps new station photos into an existing work instruction in place, updates only the step text the photos contradict, bumps the revision block and exports a controlled PDF.

    Enterprise add-on.
  • Factory acceptance tests with recorded results

    Generates a factory acceptance test protocol from equipment specifications and requirements with traceable steps, then fills result cells and the deviation log from dictated outcomes.

    Enterprise add-on.
  • Calibration and maintenance record books

    Assembles a record book per asset from log data and scanned certificates, writes out-of-tolerance narratives and appends new entries by editing the index and log in place.

    Enterprise add-on.
  • Supplier part approval binders

    Assembles a supplier part approval binder in the required order with a cover index, checks that part numbers and revisions match across its elements, and flags missing or superseded items.

    Enterprise add-on.
  • Dealer warranty manual and bulletin updates

    Edits the affected sections of a dealer warranty manual when policy changes, then drafts the bulletin, dealer summary, acknowledgement form and regional variants.

    Enterprise add-on.

Property reports, diligence and listings

Due diligence, valuation, offering, market analysis, listing and property performance reports, plus inspection and house manuals.

8 included free10 Enterprise add-ons

  • Commercial real estate due diligence reports

    Extracts key terms from leases, surveys, environmental reports and contracts and drafts a due diligence report for specialist review.

    Included freeHow to use it: Commercial real estate due diligence reports→
  • Real estate diligence and lease reports

    Produces and revises lease abstracts, diligence summaries, property reports and transaction packs from contracts and supporting documents.

    Included freeHow to use it: Real estate diligence and lease reports→
  • Property offering memorandums

    Produces a polished, property-specific offering memorandum for each commercial listing.

    Included freeHow to use it: Property offering memorandums→
  • Property valuation report assembly

    Assembles and revises formatted valuation and investment advisory reports from approved property, market and risk data.

    Included freeHow to use it: Property valuation report assembly→
  • Property valuation report updates

    Updates assumptions and property data in recurring valuation reports without disturbing unaffected sections.

    Included freeHow to use it: Property valuation report updates→
  • Comparative market analysis reports

    Turns a subject property, its comparables and agent branding into a comparative market analysis with a suggested price range, as PDF, Word or HTML.

    Included freeHow to use it: Comparative market analysis reports→
  • Home inspection reports

    Turns inspector findings, notes and photos into a buyer report grouped by system with severity labels and plain-language explanations.

    Included freeHow to use it: Home inspection reports→
  • Hospitality franchise documentation

    Applies property-specific changes from local agreements to approved franchise and operating templates and highlights deviations.

    Included freeHow to use it: Hospitality franchise documentation→
  • Commercial real estate lease and deal documents

    Extracts and summarises lease, property, transaction and due-diligence documents into linked records.

    Enterprise add-on.
  • Offering memoranda updated when the model changes

    For: CRE capital marketsinvestment sales

    Updates rent rolls, debt terms and property figures across 40 to 100 page offering memoranda and confidential information memorandums (CIMs) in Word when the financial model changes, touching only affected tables and prose, keeping branded layout and footnote numbering intact.

    Enterprise add-on.
  • Portfolio valuation report consistency

    Keeps repeated multi-property portfolio valuation reports consistent with one another.

    Enterprise add-on.
  • Property listings into full brochures

    Turns structured listing data, photos, specs and pricing into a full property brochure.

    Enterprise add-on.
  • Real estate listing packages and disclosures

    Keeps real estate listing packages and disclosures current as MLS feed data changes.

    Enterprise add-on.
  • Property and facilities performance reports

    Combines operational, financial and maintenance data with narrative commentary and next actions in monthly or quarterly client reports.

    Enterprise add-on.
  • Short-term rental house manuals in several languages, including Hindi

    Generates multilingual house manuals, guest welcome books, policy sets and listing packs for short-term rentals from shared content blocks and property data, as PDF and Word files, keeping details like door codes consistent across language versions.

    Enterprise add-on.
  • Property listing one-pagers

    Turns listing data such as address, price and features, plus photos, into a styled one-page property flyer for export, for estate agents and brokerages.

    Enterprise add-on.
  • Move-in condition reports with photos

    Walks a room-by-room checklist, attaches photos to each item as it is recorded and exports a condition report with each photo beside its item, for landlords and property managers.

    Enterprise add-on.
  • Appraisal reports with traceable figures

    Builds appraisal reports from inspection notes, comparables and photos, carries source figures unchanged and flags any narrative figure it cannot trace to a source row.

    Enterprise add-on.

Architecture, environmental and energy projects

Architecture proposals, planning and environmental reports, green-building and solar documents, and energy project paperwork.

8 included free16 Enterprise add-ons

  • Architecture proposals and design narratives

    Applies approved client feedback and project facts directly to architecture proposals and project reports, keeping layout intact.

    Included freeHow to use it: Architecture proposals and design narratives→
  • Design project document revisions

    Makes controlled revisions to feasibility studies, design narratives, planning material and subconsultant inputs on major developments for Australian architecture and urban design practices without breaking the layout.

    Included freeHow to use it: Design project document revisions→
  • Planning applications and assessments

    Adapts an existing planning report, permit application, impact assessment, due diligence or strategic planning document to a new project for Australian town planning and urban design consultancies, keeping its headings, tables and formatting.

    Included freeHow to use it: Planning applications and assessments→
  • Site due diligence reports

    Turns a previous contaminated land, geotechnical, hazardous materials or waste and landfill due diligence report into a new project template for Australian engineering and environmental consultancies, flagging sections that need expert review.

    Included freeHow to use it: Site due diligence reports→
  • Environmental impact assessment reports

    Revises long environmental impact assessment and approvals reports for Australian consultancies when project information changes, keeping methodology, legislation, tables and appendices intact.

    Included freeHow to use it: Environmental impact assessment reports→
  • Engineering project documents from client files

    Drafts design documents and bills of materials from hundreds of pages of client and vendor documents for engineering projects, including renewable energy projects.

    Included freeHow to use it: Engineering project documents from client files→
  • Renewable project document reconciliation

    Reconciles project, contract and intercompany documents across renewable energy project development and flags mismatches.

    Included freeHow to use it: Renewable project document reconciliation→
  • Energy tariff contract amendments

    Applies a tariff or rate-schedule change to commercial energy supply contracts, matching the regulatory or negotiated update.

    Included freeHow to use it: Energy tariff contract amendments→
  • Architecture project handover packs synced for material changes

    Syncs a late load-bearing material specification change across the structural engineering handover pack, material budget sheets and contractor instructions, for principal architects and technical project managers at boutique architecture and structural engineering firms.

    Enterprise add-on.
  • Pre-flight handover audits

    For: principal architectstechnical PMs

    Checks a project handover pack against its template, material consistency matrix and safety code checklist, flags material mismatches between design, structural and budget sections inline, and verifies IBC 2024, ADA and LEED citations, for boutique architecture, engineering and construction firms.

    Enterprise add-on.
  • Architecture project narratives

    Converts a studio's visual pitch deck material into a full written case study or award submission.

    Enterprise add-on.
  • Green-building certification documentation

    Assembles LEED certification packages with a narrative per credit written against its requirement, the calculation with inputs shown and an evidence index.

    Enterprise add-on.
  • Solar site surveys into assessments and proposals

    Turns solar EPC site survey photos, measurements and voice notes into engineering assessments and proposals where every observation cites its proof, holding back unprovable claims, through targeted, reviewed edits, for installation and engineering firms.

    Enterprise add-on.
  • Jurisdiction-specific permit packets

    Builds the permit packet each jurisdiction requires from one solar project record, with plan notes, attachments, signature blocks and a checklist, flagging any requirement the data cannot meet.

    Enterprise add-on.
  • Energy project and environmental documents

    Updates every permit, environmental report and regulatory submission a scope or rule change affects, keeping them consistent.

    Enterprise add-on.
  • Storm restoration after-action reports

    Assembles regulator-ready after-action reports on major outages from outage telemetry, crew logs and call-centre records, every timeline claim cited for tariff or performance hearings, for Indian DISCOMs and US utilities filing with state electricity regulators.

    Enterprise add-on.
  • AFE packets and partner cover letters

    Assembles an authorisation-for-expenditure packet from estimates and technical data, writes the narrative and per-partner cover letters with each working interest share, and carries revised estimates through.

    Enterprise add-on.
  • Award submissions in each award's format

    Assembles an award submission from a project record in the target award's format, fitting word limits, placing captioned images, removing identifying references for anonymous entries and adding a compliance checklist.

    Enterprise add-on.
  • Building code compliance narratives

    Produces a code-compliance narrative from project parameters and an attached building code, with worked calculations and an egress diagram, citing a code section for each conclusion and flagging uncovered items.

    Enterprise add-on.
  • Finish and furniture schedules with specifications

    Builds a finish and furniture schedule with product images from selected products, writes the matching room-by-room specification from the same data and updates both when a product is swapped.

    Enterprise add-on.
  • Design review decision registers

    Turns marked-up drawings, meeting notes and client comments into a numbered decision register, stages matching edits to the narrative and specification, and carries open items into the next review.

    Enterprise add-on.
  • Interconnection standards into compliance checklists

    Turns a utility interconnection standard and a proposed design into a plain-language summary, a cited requirement checklist, a design compliance assessment and a list of documents the utility requires.

    Enterprise add-on.
  • Environmental assessments with a plain summary

    Assembles long multi-discipline environmental assessments with figures and appendices, and keeps an accessible non-technical summary consistent with the technical chapters.

    Enterprise add-on.
  • Solar commissioning and as-built closeout packs

    Assembles a solar installation closeout pack from the field record, with commissioning results, as-built diagrams, sign-offs, an owner guide and listed deviations from design.

    Enterprise add-on.

With the tools you already use

Use cases tied to a specific app or tool, each naming it.

3 Enterprise add-ons

  • Cited review items inside construction platforms

    Reconciles uploaded contracts and site evidence inside a construction management platform and returns approved decisions through its APIs.

    With Construction management platforms

    Enterprise add-on.
  • Client briefs to studio proposals

    Turns a client brief dropped into a Dropbox folder into a reviewed proposal on the studio's template or a one-page companion brief, filed beside the original, for boutique architecture and interior design studios.

    With Dropbox

    Enterprise add-on.
  • Construction change control through REST or MCP

    Lets construction software drive project, review, audit and export steps of change control through bounded REST or MCP interfaces.

    With REST API and MCP server

    Enterprise add-on.

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