Clarity on every asset. Confidence in every deal.

Leases, SPVs, and obligations are centralized. Key terms are auto-extracted. Everything stays audit-ready. You move faster, make informed calls, and never lose track.

Centralize the legal documents that power your asset strategy

  • Commercial leases and amendments

    Board resolutions and signatory rights

    SPV governance and filings

    Property and vendor agreements

    Insurance and compliance docs

    JV agreements and partner obligations

    Accords de JV

Centralize the legal documents that power your asset strategy

  • Commercial leases and amendments

    Board resolutions and signatory rights

    SPV governance and filings

    Property and vendor agreements

    Insurance and compliance docs

    JV agreements and partner obligations

    Accords de JV

Centralize the legal documents that power your asset strategy

  • Commercial leases and amendments

    Board resolutions and signatory rights

    SPV governance and filings

    Property and vendor agreements

    Insurance and compliance docs

    JV agreements and partner obligations

    Accords de JV

Centralize the legal documents that power your asset strategy

  • Commercial leases and amendments

    Board resolutions and signatory rights

    SPV governance and filings

    Property and vendor agreements

    Insurance and compliance docs

    JV agreements and partner obligations

    Accords de JV

Centralize the legal documents that power your asset strategy

  • Commercial leases and amendments

    Board resolutions and signatory rights

    SPV governance and filings

    Property and vendor agreements

    Insurance and compliance docs

    JV agreements and partner obligations

    Accords de JV

Legal work is still stuck in slow, manual, reactive mode:

Hard to Centralize

Contracts and filings live in inboxes, shared drives, or spreadsheets, making it hard to align and act.

Unclear Access & Ownership

You’re never quite sure who has the latest version or whether sensitive data is properly protected.

Deadlines Slip Through

Without tracking or alerts, critical renewals and filings get missed, risking revenue and credibility.

Manual Extraction, Every Time

You waste hours pulling terms, rechecking clauses, or prepping audit files manually.

Chasing for Updates

You’re stuck pinging Legal, Finance, or Ops just to get basic answers.

Teams Work in Silos

No shared source of truth means duplicated work, version mismatches, and blocked decisions.

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MODULES

Your Asset-Centric Legal Stack

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Leverage

Contract Command Center (Contract Management)

Track, extract, and act on contracts instantly.

Surface penalties, break clauses, and obligations in seconds

Surface penalties, break clauses, and obligations in seconds

Surface penalties, break clauses, and obligations in seconds

Surface penalties, break clauses, and obligations in seconds

Surface penalties, break clauses, and obligations in seconds

Link every contract to its asset, SPV, and counterparty

Link every contract to its asset, SPV, and counterparty

Link every contract to its asset, SPV, and counterparty

Link every contract to its asset, SPV, and counterparty

Link every contract to its asset, SPV, and counterparty

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Stay ahead

Lease & Service Oversight (Lease Management)

All your lease and vendor commitments, in one dashboard.

Get alerts before auto-renewals, rent updates, or SLA breaches

Get alerts before auto-renewals, rent updates, or SLA breaches

Get alerts before auto-renewals, rent updates, or SLA breaches

Get alerts before auto-renewals, rent updates, or SLA breaches

Get alerts before auto-renewals, rent updates, or SLA breaches

See exactly what was signed, when, and by whom, no PDF digging

See exactly what was signed, when, and by whom, no PDF digging

See exactly what was signed, when, and by whom, no PDF digging

See exactly what was signed, when, and by whom, no PDF digging

See exactly what was signed, when, and by whom, no PDF digging

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Oversee

SPV & Governance (Corporate Management)

Meet governance requirements without slowing down execution.

Centralize SPV documents, board minutes, and signing rights

Centralize SPV documents, board minutes, and signing rights

Centralize SPV documents, board minutes, and signing rights

Centralize SPV documents, board minutes, and signing rights

Centralize SPV documents, board minutes, and signing rights

See who’s allowed to do what, and track approvals in real time

See who’s allowed to do what, and track approvals in real time

See who’s allowed to do what, and track approvals in real time

See who’s allowed to do what, and track approvals in real time

See who’s allowed to do what, and track approvals in real time

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Track Risk

Claims & Litigation Tracker (Litigation Management)

Catch legal risk early, and manage it with structure.

Log, follow, and connect disputes to the right asset or contract

Log, follow, and connect disputes to the right asset or contract

Log, follow, and connect disputes to the right asset or contract

Log, follow, and connect disputes to the right asset or contract

Log, follow, and connect disputes to the right asset or contract

Keep full context on every case, from notice to resolution

Keep full context on every case, from notice to resolution

Keep full context on every case, from notice to resolution

Keep full context on every case, from notice to resolution

Keep full context on every case, from notice to resolution

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Showcase

Deal-Ready Data Room (Data Room Management)

Be ready for disposal, audit, or financing, anytime.

Auto-generate folders with validated, shareable documentation

Auto-generate folders with validated, shareable documentation

Auto-generate folders with validated, shareable documentation

Auto-generate folders with validated, shareable documentation

Auto-generate folders with validated, shareable documentation

Track what’s missing by asset, SPV, or stakeholder

Track what’s missing by asset, SPV, or stakeholder

Track what’s missing by asset, SPV, or stakeholder

Track what’s missing by asset, SPV, or stakeholder

Track what’s missing by asset, SPV, or stakeholder

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INTEGRATIONS

Sync legal data with the platforms your team already relies on.

Push key terms and obligations from contracts directly into your AM dashboards, CRMs, or ERPs. No manual copy-paste.

Push key terms and obligations from contracts directly into your AM dashboards, CRMs, or ERPs. No manual copy-paste.

Push key terms and obligations from contracts directly into your AM dashboards, CRMs, or ERPs. No manual copy-paste.

Push key terms and obligations from contracts directly into your AM dashboards, CRMs, or ERPs. No manual copy-paste.

Push key terms and obligations from contracts directly into your AM dashboards, CRMs, or ERPs. No manual copy-paste.

Get instant answers in Slack or Teams, without chasing Legal or digging through folders.

Get instant answers in Slack or Teams, without chasing Legal or digging through folders.

Get instant answers in Slack or Teams, without chasing Legal or digging through folders.

Get instant answers in Slack or Teams, without chasing Legal or digging through folders.

Get instant answers in Slack or Teams, without chasing Legal or digging through folders.

What Changes with Formality

From reactive and fragmented... to structured and in control

Without Formality

With Formality

Scattered contracts and governance docs

Centralized legal data, organized by asset and SPV

Scattered contracts and governance docs

Without Formality

Centralized legal data, organized by asset and SPV

With Formality

Scattered contracts and governance docs

Centralized legal data, organized by asset and SPV

Scattered contracts and governance docs

Centralized legal data, organized by asset and SPV

Scattered contracts and governance docs

Centralized legal data, organized by asset and SPV

Missed renewals and hidden break clauses

Key terms and deadlines surfaced automatically

Missed renewals and hidden break clauses

Without Formality

Key terms and deadlines surfaced automatically

With Formality

Missed renewals and hidden break clauses

Key terms and deadlines surfaced automatically

Missed renewals and hidden break clauses

Key terms and deadlines surfaced automatically

Missed renewals and hidden break clauses

Key terms and deadlines surfaced automatically

Manual extractions for reporting or disposals

Data room–ready folders, built in seconds

Manual extractions for reporting or disposals

Without Formality

Data room–ready folders, built in seconds

With Formality

Manual extractions for reporting or disposals

Data room–ready folders, built in seconds

Manual extractions for reporting or disposals

Data room–ready folders, built in seconds

Manual extractions for reporting or disposals

Data room–ready folders, built in seconds

Reliance on Legal for every clause or version

Instant, secure access to what’s signed

Reliance on Legal for every clause or version

Without Formality

Instant, secure access to what’s signed

With Formality

Reliance on Legal for every clause or version

Instant, secure access to what’s signed

Reliance on Legal for every clause or version

Instant, secure access to what’s signed

Reliance on Legal for every clause or version

Instant, secure access to what’s signed

No visibility into board rights or governance actions

Clear view of signatory rights, filings, and approvals

No visibility into board rights or governance actions

Without Formality

Clear view of signatory rights, filings, and approvals

With Formality

No visibility into board rights or governance actions

Clear view of signatory rights, filings, and approvals

No visibility into board rights or governance actions

Clear view of signatory rights, filings, and approvals

No visibility into board rights or governance actions

Clear view of signatory rights, filings, and approvals

Spreadsheets and inboxes as your tracking system

One workspace with alerts, audit trails, and structure

Spreadsheets and inboxes as your tracking system

Without Formality

One workspace with alerts, audit trails, and structure

With Formality

Spreadsheets and inboxes as your tracking system

One workspace with alerts, audit trails, and structure

Spreadsheets and inboxes as your tracking system

One workspace with alerts, audit trails, and structure

Spreadsheets and inboxes as your tracking system

One workspace with alerts, audit trails, and structure

AI Agents Built for Portfolio Performance

Your legal data spans leases, SPVs, contracts, and filings. Our AI agents connect the dots across it all so you can move faster, spot risk earlier, and stay deal-ready.

Learn more

Extraction Agent

Surfaces what matters in your contracts, so you can filter by what’s relevant to you.
Focus on financial impact, not full PDFs.

Alerting Agent

Flags upcoming renewals, governance actions, and missing docs before they become issues.
Stay ahead of deadlines across your entire portfolio.

Flags upcoming renewals, governance actions, and missing docs before they become issues.Stay ahead of deadlines across your entire portfolio.

Flags upcoming renewals, governance actions, and missing docs before they become issues.Stay ahead of deadlines across your entire portfolio.

Flags upcoming renewals, governance actions, and missing docs before they become issues.Stay ahead of deadlines across your entire portfolio.

Search Agent

Finds the right clause, version, or filing instantly - and sends it to your Slack or Teams.
No delays, no Legal bottlenecks. Just answers where you need them.

Built-In Security. No Shortcuts.

Stay in control of your docs, your data, your permissions.

Enterprise-Grade Certifications

The security of your data is at the heart of our priorities. That’s why we have achieved the highest security standards by obtaining ISO 27001 and SOC 2 Type II certifications.

Granular Access Controls

Set exactly who can view or edit what, with full audit logs.

GDPR & CCPA-Compliant

Built in full alignment with EU & US data protection regulations.

Data Portability Guaranteed

You can export your data anytime, no lock-in. Discover One Clause.

Trusted by Leading Portfolio Teams

5985+
5985+
5985+

assets managed across commercial portfolios using Formality

82%
82%
82%

less time spent extracting key terms for disposals or audits

80%
80%
80%

Teams alerted on time - no Excel, no manual reminders

FAQ

Can Formality integrate with my tools?

Yes. Formality connects with the tools you already use to draft, send, and follow contracts with Outlook, Word, Teams, and major eSignature platforms like Docusign. You can centralize a signed lease straight from your inbox, retrieve a clause via Teams, and sync updates without leaving your workflow. No reformatting, no manual upload.

Can Formality integrate with my tools?

Yes. Formality connects with the tools you already use to draft, send, and follow contracts with Outlook, Word, Teams, and major eSignature platforms like Docusign. You can centralize a signed lease straight from your inbox, retrieve a clause via Teams, and sync updates without leaving your workflow. No reformatting, no manual upload.

Can Formality integrate with my tools?

Yes. Formality connects with the tools you already use to draft, send, and follow contracts with Outlook, Word, Teams, and major eSignature platforms like Docusign. You can centralize a signed lease straight from your inbox, retrieve a clause via Teams, and sync updates without leaving your workflow. No reformatting, no manual upload.

Can Formality integrate with my tools?

Yes. Formality connects with the tools you already use to draft, send, and follow contracts with Outlook, Word, Teams, and major eSignature platforms like Docusign. You can centralize a signed lease straight from your inbox, retrieve a clause via Teams, and sync updates without leaving your workflow. No reformatting, no manual upload.

Can Formality integrate with my tools?

Yes. Formality connects with the tools you already use to draft, send, and follow contracts with Outlook, Word, Teams, and major eSignature platforms like Docusign. You can centralize a signed lease straight from your inbox, retrieve a clause via Teams, and sync updates without leaving your workflow. No reformatting, no manual upload.

How long does it take to set up?

How long does it take to set up?

How long does it take to set up?

How long does it take to set up?

How long does it take to set up?

Can it handle old or bilingual documents?

Can it handle old or bilingual documents?

Can it handle old or bilingual documents?

Can it handle old or bilingual documents?

Can it handle old or bilingual documents?

Can I control who sees what?

Can I control who sees what?

Can I control who sees what?

Can I control who sees what?

Can I control who sees what?

Can we import documents in bulk?

Can we import documents in bulk?

Can we import documents in bulk?

Can we import documents in bulk?

Can we import documents in bulk?

When do we start seeing value?

When do we start seeing value?

When do we start seeing value?

When do we start seeing value?

When do we start seeing value?

Do I need Legal or IT to get started?

Do I need Legal or IT to get started?

Do I need Legal or IT to get started?

Do I need Legal or IT to get started?

Do I need Legal or IT to get started?

When legal runs smoothly, your Real Estate portfolio performs better.

© ️2025 - Formality SAS

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When legal runs smoothly, your Real Estate portfolio performs better.

© ️2025 - Formality SAS

Useful links

FOLLOW US

When legal runs smoothly, your Real Estate portfolio performs better.

© ️2025 - Formality SAS

Useful links

FOLLOW US

When legal runs smoothly, your Real Estate portfolio performs better.

© ️2025 - Formality SAS

Useful links

FOLLOW US

Simplify your real estate contract management with AI

© ️2025 - Formality SAS

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