AI agent for contract administrators
Lease Abstract Source Verification Agent
A lease abstract where every field cites its clause.
What it does
Lease abstracts are the summary everyone relies on, but they often contain fields the lease text does not support, such as an old rent review clause that an amendment replaced. This agent takes an abstract and traces every field to its controlling clause, following the amendment hierarchy from the latest executed document back to the original lease. Where sources conflict, it records which one controls and why. Where the controlling text is genuinely unclear, it leaves the field as a reviewer question instead of filling it in. It then prepares a corrected abstract with a source link for every field and checks it again before the property administrator approves it. Legal interpretation stays with people. Edge case: an unsigned side letter is never used as a source.
How it works
Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.
Read the steps as a list
- Lease abstracted
- Collect the lease and executed amendments
- Order documents by the amendment hierarchy
- Trace fields to clauses
- Is the controlling text clear?If not: record a reviewer question for that field. Back to step 4.
- Prepare the corrected abstract
- Property administrator approvesThe agent waits here for your OK.
- Source-linked lease abstract
How it decides
The amendment hierarchy decides; ambiguity goes to a reviewer.
- The latest executed document controls the field it changes.
- Unsigned documents are never sources.
- Unclear fields stay as reviewer questions.
- Every field in the final abstract cites a clause.
Make it yours
Every agent is a starting point. You choose these settings for your own situation.
- Abstract fields to verify (default: all standard fields)
- Document hierarchy rules for amendments and side letters
- Who answers reviewer questions (default: lease counsel)
- Output format of the source-linked abstract
- Whether to re-verify abstracts on a schedule (default: yearly)
What keeps you in control
It always asks you first
- Legal interpretation
- Final abstract
Hard limits
- No interpretation.
It stops when
- Done: abstract verified.
Set it up
We guide you through the set-up, step by step
Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.
- One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
- The agent then walks you through connecting your own data, one source at a time
- A downloadable copy with the flow chart, the rules and the full guide
