Every SPV, every asset, under control. Clarity without friction.

Land leases, EPC contracts, insurance files, and compliance documents - all centralized. Key clauses auto-extracted. No more pinging Legal or guessing what’s enforceable.

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Our Modules

Centralize the documents that keep your sites running.

EPC contracts
O&M contracts
Land leases
Grid & PPA terms
HSE & tech reports
Insurance & risk files
Vendor agreements
Termination & SLA terms
HSE & tech reports
Insurance & risk files

What's still slowing you down

Operational excellence and compliance are critical, but legal workflows are slowing everyone down.

Documents are everywhere

You manage assets across geographies and partners, but contracts live in inboxes, SharePoint, or buried PDF folders.

Permissions are unclear

Local teams lack clarity on what they can access. Legal’s the gatekeeper, but capacity is limited.

Key dates slip through

Leases, permits, and service renewals go unnoticed. Fines, service failures, or revenue loss follow.

Legal terms = manual work

Want to confirm a termination clause or SLA trigger? That’s a 40-page scan you’ll need to search.

Questions pile up

“Was that PPA amended?” “What’s the cure period for outages?” “Who signs for this SPV?” No one’s sure.

Everyone’s in their silo

Legal, Ops, and AM teams don’t share a source of truth, slowing down audits, disposals, or board prep.

MODULES

Formality gives you operational visibility without needing to wait for Legal.

Get the full picture

Contract Command Center (Contract Management)

Access the right clause or document instantly by asset, vendor, or entity.

Automatic clause extraction for penalties, renewals, obligations

All contracts tied to the relevant SPV, supplier, and site

Stay ahead

Lease & Vendor Oversight (Lease Management)

Track key milestones across leases, land rights, and service vendors.

Alerts for renewals, expirations, or SLA breaches

No more second-guessing signed terms

Control the flow

Governance & Access (Corporate Management)

Enable Ops, Legal, or AMs to self-serve within guardrails.

Role-based access by user, site, or entity

Auditable workflows for validations and approvals

Stay ahead of disputes

Issue & Claims Tracker (Litigation Management)

Document every failure, delay, or deviation — and tie it back to contracts.

Link issues to the right counterparty or obligation

Keep a traceable log from alert to resolution

Always ready

Be prepared for audits, refinancing, or JV reviews at any time.

Fast-track your M&A, audit, or JV process.

Auto-generated folders by SPV or asset

Track what’s missing, expired, or out of compliance

INTEGRATIONS

Legal data, operationalized. No more Slack threads, no more folder hunts.

Push deadlines, alerts, or contract terms into your dashboards

Get instant answers summaries in Teams — not in email back-and-forth

What Changes with Formality

Without Formality

With Formality

You chase signed copies scattered across inboxes and drives.

Contracts are centralized and linked to the right site, vendor, and SPV.

You chase signed copies scattered across inboxes and drives.

Without Formality

Contracts are centralized and linked to the right site, vendor, and SPV.

With Formality

You chase signed copies scattered across inboxes and drives.

Contracts are centralized and linked to the right site, vendor, and SPV.

You chase signed copies scattered across inboxes and drives.

Contracts are centralized and linked to the right site, vendor, and SPV.

You chase signed copies scattered across inboxes and drives.

Contracts are centralized and linked to the right site, vendor, and SPV.

Local teams depend on HQ Legal to access basic terms.

Teams act autonomously, with clear permissions and audit trails.

Local teams depend on HQ Legal to access basic terms.

Without Formality

Teams act autonomously, with clear permissions and audit trails.

With Formality

Local teams depend on HQ Legal to access basic terms.

Teams act autonomously, with clear permissions and audit trails.

Local teams depend on HQ Legal to access basic terms.

Teams act autonomously, with clear permissions and audit trails.

Local teams depend on HQ Legal to access basic terms.

Teams act autonomously, with clear permissions and audit trails.

Renewals slip through and expose the company to penalties.

Alerts surface every key date — nothing gets missed.

Renewals slip through and expose the company to penalties.

Without Formality

Alerts surface every key date — nothing gets missed.

With Formality

Renewals slip through and expose the company to penalties.

Alerts surface every key date — nothing gets missed.

Renewals slip through and expose the company to penalties.

Alerts surface every key date — nothing gets missed.

Renewals slip through and expose the company to penalties.

Alerts surface every key date — nothing gets missed.

Audits take weeks of manual collection and coordination.

Audit kits are auto-built and always inspection-ready.

Audits take weeks of manual collection and coordination.

Without Formality

Audit kits are auto-built and always inspection-ready.

With Formality

Audits take weeks of manual collection and coordination.

Audit kits are auto-built and always inspection-ready.

Audits take weeks of manual collection and coordination.

Audit kits are auto-built and always inspection-ready.

Audits take weeks of manual collection and coordination.

Audit kits are auto-built and always inspection-ready.

Clauses live in PDFs — hard to find, harder to use.

Key terms like SLA and penalties are extracted and searchable.

Clauses live in PDFs — hard to find, harder to use.

Without Formality

Key terms like SLA and penalties are extracted and searchable.

With Formality

Clauses live in PDFs — hard to find, harder to use.

Key terms like SLA and penalties are extracted and searchable.

Clauses live in PDFs — hard to find, harder to use.

Key terms like SLA and penalties are extracted and searchable.

Clauses live in PDFs — hard to find, harder to use.

Key terms like SLA and penalties are extracted and searchable.

SPV governance is siloed and buried in Legal’s inbox.

Entities are mapped, linked to assets, and updated in real time.

SPV governance is siloed and buried in Legal’s inbox.

Without Formality

Entities are mapped, linked to assets, and updated in real time.

With Formality

SPV governance is siloed and buried in Legal’s inbox.

Entities are mapped, linked to assets, and updated in real time.

SPV governance is siloed and buried in Legal’s inbox.

Entities are mapped, linked to assets, and updated in real time.

SPV governance is siloed and buried in Legal’s inbox.

Entities are mapped, linked to assets, and updated in real time.

AI built for infrastructure and energy ops

Not a buzzword. Actual, structured insight right when you need it.

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Extraction Agent

Surfaces SLAs, indemnities, and financial penalties.
Act fast, with context.

Alerting Agent

Flags upcoming expirations, audit items, and renewals.
Stay ahead of deadlines.

Flags upcoming expirations, audit items, and renewals.Stay ahead of deadlines.

Search Agent

Fetches the right clause instantly — and shares it in Slack.
Answer questions before they escalate.

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 high-value asset operators

65%

faster audit and due diligence prep

5985

missed renewals for contracts over 12 months

times faster legal response time across Ops and AM teams

FAQ

Do we still need Legal to check what’s extracted?

That’s up to your internal process. Some teams act directly on the extracted terms. Others include a Legal review step. Formality supports both approaches with configurable permissions and full audit trails.

Do we still need Legal to check what’s extracted?

Does Formality integrate with our stack?

How long to get started?

Can you handle legacy leases or scanned contracts?

What about access control?

Can we bulk import existing docs?

How soon will we see value?

Does IT need to be involved?

Book a demo