Make your entire portfolio data-room ready with AI

- Key data from your contracts and legal documents is automatically extracted
- Contracts and their amendments are intelligently grouped together
- Leases are linked to the right buildings and the correct SPVs
-Every critical deadline is tracked, with smart alerts so nothing slips through
You move faster, stay compliant, and never miss a revenue opportunity.

Centralize the legal documents that power your real estate strategy.

  • Leases & Amendments

    SPV Governance

    Vendor Agreements

    Insurance & Compliance

    JV Obligations

    Linked Entities

    MSAs & SLAs

    POAs & Mandates

    Maintenance Logs

Disconnected Legal means missed deadlines & missed revenue

Legal and operational workflows still live in silos, leaving revenue, compliance, and team bandwidth at risk.

No Central View

Docs are buried in inboxes, drives, or Excel tabs, making it hard to get aligned or act quickly.

Access Confusion

PMs and AMs don’t know who has the right version or whether they’re even looking at the right clause.

Deadlines Slip

Without tracking or alerts, key renewals, SLAs, and filings fall through the cracks, risking fines or lost leverage.

Manual Extraction, Every Time

Whether you're prepping a disposal or just checking a vendor clause, you're digging through PDFs from scratch.

Constant Back-and-Forth

Legal’s overloaded. PMs and AMs are blocked waiting for answers. Progress stalls.

Siloed Teams

No shared workspace means duplicated work, mismatched data, and costly delays.

Icon

MODULES

Your Asset-Centric Legal Stack

Icon

Leverage

Contract Command Center

Track, extract, and act, all in one place.

Surface break clauses, SLAs, penalties, and triggers instantly

Surface break clauses, SLAs, penalties, and triggers instantly

Surface break clauses, SLAs, penalties, and triggers instantly

Surface break clauses, SLAs, penalties, and triggers instantly

Surface break clauses, SLAs, penalties, and triggers instantly

Group and link contracts by asset, project or SPV

Group and link contracts by asset, project or SPV

Group and link contracts by asset, project or SPV

Group and link contracts by asset, project or SPV

Group and link contracts by asset, project or SPV

Icon

Stay ahead

Lease & Service Oversight

Anticipate critical deadlines before they become issues

Get alerts before renewals, expirations, or key milestones

Get alerts before renewals, expirations, or key milestones

Get alerts before renewals, expirations, or key milestones

Get alerts before renewals, expirations, or key milestones

Get alerts before renewals, expirations, or key milestones

Access key terms instantly, no more PDF digging

Access key terms instantly, no more PDF digging

Access key terms instantly, no more PDF digging

Access key terms instantly, no more PDF digging

Access key terms instantly, no more PDF digging

Icon

Oversee

SPV & Governance

See who can sign what and when.

Track board decisions, signatory rights, and filings

Track board decisions, signatory rights, and filings

Track board decisions, signatory rights, and filings

Track board decisions, signatory rights, and filings

Track board decisions, signatory rights, and filings

Link every action to the right entity or asset

Link every action to the right entity or asset

Link every action to the right entity or asset

Link every action to the right entity or asset

Link every action to the right entity or asset

Icon

Track Risk

Claims & Litigation Tracker

Know where legal risk lives, and what’s being done about it.

Connect claims to the right asset, contract, or counterparty

Connect claims to the right asset, contract, or counterparty

Connect claims to the right asset, contract, or counterparty

Connect claims to the right asset, contract, or counterparty

Connect claims to the right asset, contract, or counterparty

Track follow-up and share context across teams

Track follow-up and share context across teams

Track follow-up and share context across teams

Track follow-up and share context across teams

Track follow-up and share context across teams

Icon

Showcase

Deal-Ready Data Room

You’re always ready to refinance, sell, or report.

Auto-generate structured folders per asset or SPV

Auto-generate structured folders per asset or SPV

Auto-generate structured folders per asset or SPV

Auto-generate structured folders per asset or SPV

Auto-generate structured folders per asset or SPV

Spot missing docs and track changes with full traceability

Spot missing docs and track changes with full traceability

Spot missing docs and track changes with full traceability

Spot missing docs and track changes with full traceability

Spot missing docs and track changes with full traceability

Icon

INTEGRATIONS

Sync legal data with the platforms you already rely on.

Push contract data to dashboards, ERPs, or AM platforms

Push contract data to dashboards, ERPs, or AM platforms

Push contract data to dashboards, ERPs, or AM platforms

Push contract data to dashboards, ERPs, or AM platforms

Push contract data to dashboards, ERPs, or AM platforms

Pull answers via Slack or Teams, without pinging Legal

Pull answers via Slack or Teams, without pinging Legal

Pull answers via Slack or Teams, without pinging Legal

Pull answers via Slack or Teams, without pinging Legal

Pull answers via Slack or Teams, without pinging Legal

What Changes with Formality

Without Formality

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

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

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

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

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

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

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

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

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

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

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

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

AI Agents for Real Estate Operations

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 key terms, 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 or version, instantly, and sends it to your Slack or Teams.
No bottlenecks, no uncertainty. 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 real estate and infrastructure groups

80%
80%
80%

less time spent finding and extracting terms

90%
90%
90%

of renewals tracked with automated alerts - not spreadsheets

0x
0x
0x

faster to find a clause or contract without needing Legal

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?

How is access managed?

How is access managed?

How is access managed?

How is access managed?

How is access managed?

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

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

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