Make your entire portfolio data-room ready with AI

Your assets and contracts are automatically structured and tracked.
Move faster, stay compliant, and never miss a revenue opportunity

Book a demo

Our Modules

Centralize the documents that drive your real estate strategy

Leases & Amendments
SPV Governance
Vendor Agreements
Insurance & Compliance
JV Obligations
Linked Entities
MSAs & SLAs
POAs & Mandates
Maintenance Logs

MODULES

Your Asset-Centric Legal Stack

Leverage

Contract Command Center

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

Surface break clauses, SLAs, penalties, and triggers instantly

Group and link contracts by asset, project or SPV

Discover the Contracts module

Oversee

Entities

See who can sign what and when.

Track board decisions, signatory rights, and filings

Link every action to the right entity or asset

Discover Entities

Discover the Entities module

Track Risk

Claims & Litigation (alpha)

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

Connect claims to the right asset, contract, or counterparty

Track follow-up and share context across teams

Discover the Claims & Litigations module

Showcase

Data Room (alpha)

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

Auto-generate structured folders per asset or SPV

Spot missing docs and track changes with full traceability

Discover the Data Rooms module

INTEGRATIONS

Sync legal data with the platforms you already rely on

Push contract data to dashboards, ERPs, or AM platforms

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.

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.

Learn more

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+

assets managed across real estate and infrastructure groups

80%

less time spent finding and extracting terms

90%

of renewals tracked with automated alerts - not spreadsheets

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?

How long does it take to set up?

Can it handle old or bilingual documents?

How is access managed?

Can we import documents in bulk?

When do we start seeing value?

Do I need Legal or IT to get started?

Book a demo